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EngageBay CRM vs Lead Capsule: Which is a better fit?

Updated on December 8th, 2024
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Summary
Key features rated by users
Features selected based on 14,193 reviews from CRM users.
% Fit
Not enough reviews
Feature ratings
Contact Management
4.6
Sales Pipeline Management
4.6
Lead Management
4.6
Reminders
4.7
Customizable Fields
4.6
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
--
Sales Pipeline Management
--
Lead Management
--
Reminders
NA
Customizable Fields
--
User satisfaction
4.7
User reviews852
Ease of use
4.5
Functionality
4.6
Value for money
4.7
Customer support
4.8
4.6
User reviews30
Ease of use
4.6
Functionality
3.8
Value for money
3.8
Customer support
4.8
Price starts from
/user
Monthly subscription
Free version
Free trial
Monthly subscription
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.

Lead Brokers, Lead Generators, Call Centers and Lead Aggregators

User reviews
pros & cons
1 / 4
View Reviews
1 / 3
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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Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

EngageBay CRM

Top Features
32/37
  • Customer Journey Mapping
  • Customizable Reports
  • Data Security
  • Lead Scoring
  • Sales Reports
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Lead Capsule

19/37
Show CRM Software Features +

EngageBay CRM

Lead Capsule

--

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
Lead Capsule
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
Lead Capsule
  • By Interactive Lion
  • Located in United States
  • Founded in 2010
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