Campaign Monitor by Marigold vs EngageBay CRM: Which is a better fit?

Julliana R.: Hi, I'm Julie, I'm an attorney and partner at a law firm in the legal industry and our rating for B12 is four. Before we had B12 we did not have a website, so we weren't using anything. It wasn't working out because whenever a client tries to find you or look you up and you don't have an online presence, specifically a website, it doesn't make them think that you're legitimate. We chose B12 primarily because it was the best option in our budget. We had a very limited budget but we didn't want to necessarily sacrifice the quality of the website or have it look like something that was low quality. B12 uses AI to take your concept and create a website at a low cost but it's still highly functional. Gives the client something to look at that is still... Evokes that high quality and just well executed website look. Getting started with B12 was quite easy. We had a... I don't know exactly what they call it but basically like a pitch or vision meeting with one of their developers to let them know what we wanted, who we are, and what we wanted the website to convey. They took all of our ideas and within less than a couple of weeks, they had a initial draft ready for us. It required a couple of tweaks, we drafted a lot of the content, and everything launched relatively quickly. For anyone considering B12, before you make the decision, I would sit down with you and whoever else are the decision makers in your business and really try to pin down what it is you want your website to be, what message you want it to convey, who you are, and just the essence of what you want your website to show to your clients. Once you have that vision of who you are and what your business is, I think it would be a lot easier talking to the development teams so they can produce something that works for your company.

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.