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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.
Not provided by vendor
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.
The ability to track voter data, contact with the constituents and follow up system are great, and the ease of using and training staff to use the software were a huge plus for my campaign.
If you are working in a rural area with no or limited cellular service, the software is not usable.
We had a good experience. Strong customer service, easy to use and to deploy to our volunteers.
It's hard to find fault with this software. I don't want to struggle through complex products to get the information I need and VoteSharp doesn't fall short.
Outstanding contact management for legislators and candidates.
Currently the neighborhood data is a little bit limited but as the company grows and more users come on board this won't be an issue.
I can enter data as a canvass then review and use data on desktop. I love the satellite version walking door to door-makes it very easy to see where I should be going and where I am in real time.
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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