EngageBay CRM vs Systeme.io: 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.

Petra: Hi, my name is Petra. I'm a personal trainer and health coach. And I give Systeme.io a rating of four out of five. For more reviews, please click below. Before using Systeme.io I was utilizing ClickFunnels and ActiveCampaign, which are two separate platforms. And I wouldn't necessarily say problem, but the thing with them was that they're very expensive for beginners. They are probably really great when you have an established business and turn over a greater amount, but for starters, it's a little bit of a complicated platform with a lot of options that are not really necessary for the beginner user. The main reason why I ended up choosing Systeme.io is the cost. It is a lot less expensive than ClickFunnels and ActiveCampaign that I had used before. A lot of my colleagues have switched to Systeme.io. I think also mainly for the reason of the less cost. So yeah, that's it. And everything is compiled in one program rather than having to utilize two different platforms. At first, when I started Systeme.io, it felt a little bit overwhelming, but the thing is, the company actually helped me migrate my information from ClickFunnels and ActiveCampaigns. So it was really pain-free to transfer all the information over. And one thing I really want to point out is the customer service at Systeme.io is excellent. I felt that I really was bugging my customer service representative with a lot of questions, and he was right there to answer any of my concerns in a super timely manner. So the transfer was quite pain-free. I would recommend for anybody to start Systeme.io or transferred from another company to start with the free version of it and take a good look around if that is what you really need and what you can utilize. I've noticed there are a few features that are not yet available on Systeme.io that I had before. It's probably just a matter of being used to those, and now I cannot utilize them, such as goals that I had in ClickFunnels before that, they are not available yet. Systeme.io is a new company up and running from what I understand, so they're really working hard to get up to and beyond what the regular standards are. So again, before you switch, I would definitely make sure, take advantage of the free version, take a good look around. And then see for yourself actually how easy it is to use it once you get into it.