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EngageBay CRM vs B2B Intent: Which is a better fit?

Updated on December 4th, 2024
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Summary
Key features rated by users
Features selected based on 959 reviews from Sales Enablement users.
% Fit
Missing features
Not enough reviews
Feature ratings
Reporting/Analytics
4.2
Lead Capture
4.6
Content Management
5.0
Performance Management
4.7
Collaboration Tools
NA
% Fit
Missing features
Not enough reviews
Feature ratings
Reporting/Analytics
4.0
Lead Capture
NA
Content Management
4.5
Performance Management
NA
Collaboration Tools
NA
User satisfaction
4.7
User reviews850
Ease of use
4.5
Functionality
4.6
Value for money
4.7
Customer support
4.8
4.1
User reviews33
Ease of use
4.1
Functionality
4.0
Value for money
3.8
Customer support
4.4
Price starts from
/user
Monthly subscription
Free version
Free trial
--
Not provided by vendor
Free version
Free trial
Best for

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

B2B software marketing and sales leaders seeking to capture demand, work smarter (not harder), and book more business with their best-fit prospects.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-5a31013c-7c19-4657-6ba8-08dc6e28ad76
Kurt R
Owner
5.0

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

Top Features
18/31
  • Collaboration Tools
  • Content Library
  • Content Sharing
  • Conversation Intelligence
  • CRM Integration
  • Lead Scoring
  • Microlearning
  • Opportunity Management
  • Prioritization
  • Process/Workflow Automation
  • Real-Time Data
  • Sales Onboarding & Training
  • Sales Planning
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Calendar Management
  • Content Management
  • Customizable Templates
  • Email Management
  • Engagement Tracking
  • Gamification
  • Goal Management
  • Lead Capture
  • Meeting Management
  • Mobile Access
  • Performance Management
  • Personalization
  • Pipeline Management
  • Reporting/Analytics
  • Task Management
See All features
Hide Sales Enablement Software Features -

B2B Intent

2/31
Show Sales Enablement Software Features +
EngageBay CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
B2B Intent
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
EngageBay CRM
  • By EngageBay
  • Located in United States
  • Founded in 2016
B2B Intent
  • By Gartner Digital Markets
  • Located in United States
  • Founded in 1999
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