EngageBay CRM vs Zoho Campaigns: 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.

Art: Hi, my name's Art. I'm COO of a small marketing company in Maryland, working with not-for-profit organizations since 1997. This is a review of Zoho Campaigns, which we're using for a email marketing campaign, and we give it a five star rating. We've been using a variety of tools over the years. We have some homegrown email marketing tools. We've also used Constant Contact, MailChimp, a few of the other big name delivery systems, but we were looking for something a little more cost effective for the client that we're currently working with. We chose Zoho because of its price and the features available for the price. The campaign reach in this case was about 5,000 out of a 65,000 member organization, and it was the sweet spot in the cost per month and cost per contact that we could use. Onboarding and integrating was a pretty smooth process. The documentation is outstanding. The ability to get online help while we were setting up and answer some questions, because every email provider has a little different flavor of how they do their development. It was just a really simple process and they were very helpful in doing so. Don't let the fact that Zoho is a relatively new player in the email and SMS marketing scare you. They are an excellent tool. They have a full suite of products, help desk and other things that are not really necessary for our current client, but we are exploring for future use. They are very friendly, they're quick to respond to questions and offer some really great advice.