EngageBay CRM vs Salesbolt: Which is a better fit?

Kurt: Hi guys. My name is Kurt. I am a licensed insurance agent with American Income. I am self-employed, so it's just myself. I would give EngageBay a five-star rating. Awesome program. I've actually used multiple CRMs. I have a pretty diverse background in sales, including working as a business development manager for a company. But the most recent CRM before EngageBay was Zoho. Reality was that was just not meeting the needs of what I wanted out of it for what I was paying for between the scheduling, the calendar links, and just the overall flexibility of the program. EngageBay met those needs. I use EngageBay to do a lot of text and email communications where I'm sending out my calendar links so people can schedule directly with me. That was one of the huge features. The other feature that was really critical for me was effective tracking of my clientele, combined with just that ability to have everything there in one spot, both the marketing and the sales. When I made the decision to go with EngageBay, I had been looking at a lot of different CRM options. One of the challenges, going into life insurance sales is a new business venture for me, so I really didn't want to spend a lot of money on a CRM in the beginning, even though it's really critical to have a CRM that can grow with you as your business grows. A lot of times that means they spend a lot of money. I think, ultimately, the decision for me with EngageBay was it was inexpensive to start out and I don't see any real limitations to the growth potential with it as I've been using it. Getting started was actually really easy with EngageBay. They actually give you a checklist to go through as you log in of things to do to get it set up, so that was great. The only, I guess, real challenge with getting started is some of the features, particularly the email templates, are a little complex. They do have some good help tutorials for that as well. I did have to talk with them on chat a few times. But overall, really easy to set up. I guess thinking about advice for somebody that's going to get EngageBay, I would tell you to do your homework first and look into reviews, look into what specifically you want from a CRM. I would say of the CRMs I used, it is definitely one of the most expansive CRMs I've used in terms of its abilities to do different things. They call themselves the all-in-one suite. For me, that all-in-one feature really has been a huge benefit. It allows me to do all the different things I want with a CRM, but I would say make sure it goes deep enough in the areas that you're looking for. If you're looking for super in-depth customer tracking, this may or may not be what you want. I would say make the decisions of what you need from your CRM first.

Federico: My name is Federico, and I'm an account executive. My rate for Salesbolt is four star out of five. And for more reviews like this, click the link below. With Salesbolt, it's making for us easier to upload the contact details of new leads into Salesforce. So what we were doing before, we were manually adding them by copying and pasting the phone number and email address to Salesforce. And that was taking a long time, and it was frustrating our SDRs. And now, with Salesbolt, it's just an integration in Chrome that enables us to automatically allocate all the information directly in Salesforce, saving us a lot of time. For me, the most important thing is that it's just integrated, like in Google Chrome. You don't have to download the software or anything like that. It's always available, always in your browser, basically. And you just click on the icon and it automatically pops up, and it already knows exactly what you want to do. So it already suggests, okay, which content you want to add to Salesforce? And you just select the one you like and just click transfer to Salesforce. Done. And so it's very easy, very intuitive. I don't have to open an app or do anything like that. It's all in the same window, I can just do everything I like. The only thing that I would say probably could be improved is the user interface. The popups window that comes in the browser. I mean, nothing wrong with it because it works and it does the job, but it feels a bit outdated and a bit old. And that gives you the feeling that sometimes you're not really using a top-notch technology. So not in terms of how it works, again, just the way it looks. And yeah, for me, that's something that could be improved.