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Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.
Personal Brands & Solopreneurs In-House Marketing & Social Media Freelancers & Independent Consultants Small Agencies
The Team is fantastic to work with. It's very easy to set up an on-boarding call to dive into a specific automation and get on-on-one help and the support for quick questions is great too.
You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.
Love the support from the support team. Sensitive content hidden] has been fantastic in helping me set up my account in real time.
Very fewer options in templates where we can drag and drop.
I am very pleased with Engagebay as it is very easy to use and has a great customer support. Their UI Is very smooth and everything is well placed.
Little bit clunky at times, and not a lot of troubleshooting documentation for common problems.
Engage Bay has been thoughtful in their free version to give one a true sense of the usefulness within your business.
NO SMS Function However I have been told this is coming soon.
I love smarter Queue for all the reasons stated above ,but most of all it makes planning simple & fun.
I struggle with the TIME I need to customize my thread for each of my social media platforms. But that is a ME problem, and not anything SmarterQueue could prevent.
Smarterqueue have made the transition to this product really easy, great tutorials and step by step instructions. Awesome customer service.
The scheduling of blog posts that have yet to be published is very confusing to me.
I like how robust this software feels compared to its competitors. It is not at all glitchy, is easy to set up, and reliable.
Some things were confusing. When I post manually I quite often put multiple photos, showing the different stages of a particular recipe in my case.
It is brilliant for reposting successful content as it shows you which posts performed best, so all you need to do is rinse and repeat.
Because of this I have to use Hootsuite for my Instagram posts. Believe me I would much rather deal with all of my social media posts under one roof but alas that is not the case.
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.
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EngageBay CRM
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EngageBay CRM
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