Have you been struggling to choose the right CRM for your small to medium-sized business (SMB)? With an array of options in the market, like Pipeline and EngageBay, it can be a challenging task to decide which one aligns best with your business needs. Hi, I’m AJ! I built my business over the last ten years to a successful multiple seven-figure exit . In doing so, I’ve learned what works (and what doesn’t). My goal with Small Business Bonfire (SBB) is to help fellow business owners succeed (without making the same mistakes I did). So, let’s talk about two of the best CRMs I’ve used —Pipeline CRM and EngageBay. We put them head to head to see which was the best overall. Let’s break it down!
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Bonfire Rating: 4.7/5 Pipeline CRM is perfect for managing your sales pipelines as you scale your small business!
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Bonfire Rating: 4.7/5 EngageBay is perfect tool to help SMBs grow from the ground up!
How Did We Evaluate Pipeline CRM and EngageBay?
The SBB team and I evaluated Pipeline CRM and EngageBay CRM using the following metrics: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
EngageBay Vs. Pipeline CRM Comparison Chart
Here’s an overview of how each platform did during our comparison.
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EngageBay Review
Pipeline CRM Review
EngageBay Vs. Pipeline CRM: Pricing
Let’s see how the two platforms do when it comes to pricing.
EngageBay Pricing
EngageBay offers a free forever plan and three paid plans. They are as follows: Free – Free forever Basic – $14.99/month Growth – $49.99/month Pro – $99.99/month
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Pipeline CRM Pricing
Pipeline offers three pricing plans. They are as follows: Start Plan – $25/month Develop – $33/month Grow – $49/month
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Pipeline CRM Vs. EngageBay Pricing Winner: EngageBay
AJ’s Take: There’s no doubt in my mind that EngageBay takes the win when it comes to pricing. The free forever plan is a major plus for small businesses, and even their paid plans are affordable.
Pipeline CRM Vs. EngageBay: Top Features
Let’s see how each platform performs when it comes to features.
EngageBay Top Features
EngageBay has some fantastic features that cover everything from marketing and sales to customer service.
Contact Management
Contact management is a vital component of any CRM . EngageBay’s contact management system lets you keep all your client information organized and in one place . The best part is that it’s entirely free to use (and extremely beginner-friendly). We started testing this feature (over six months) by putting in some of our B2B affiliate marketing contacts at SBB. Here’s how it looked to add a new contact. As you can see, the contact cards are comprehensive but also sleek and easy to read. We were able to easily add and edit the following information: Name Email Role Tags Company Phone number Custom fields We could easily add custom fields for anything specific to our business within each card. For example, here’s a checkbox we created to let our entire team know when a contact has been followed up with. This kept everyone on the same page and ensured we were all in the loop if a prospect or client needed attention. Once our fields were customized and our contacts put in, here’s how our dashboard looked. Overall, we were impressed with how easy and customizable EngageBay’s contact management system is.
Sales Pipeline Management
Finding excellent sales pipeline management for free is like finding a needle in a haystack. But EngageBay has done just that. We were able to track our leads through their entire journey, from initial contact to post-sales . We added some of our affiliate marketing deals at Small Business Bonfire to test the capabilities of EngageBay. We were blown away by how intuitive the interface was and how well we could customize everything to our liking. Here’s our list view to give you a better idea of how great it was. We especially liked the color-coded milestones that showed us exactly where each of our Pipeline deals was. We also liked the grid view, which offered a drag-and-drop user interface (to easily move open deals around). Here’s how it looked during our testing. The bottom line: EngageBay is a dream come true for a sales rep. The best part is that it won’t break the bank !
Task Management
Staying on top of your tasks is crucial in any business, especially as you scale. EngageBay’s task management feature helps you stay organized and on top of everything that needs to get done. We tested this feature by setting up some typical onboarding tasks at Small Business Bonfire. Here’s a new task card (for reference). Within each card, we had full control over which tasks deserved priority , who was assigned , and any notes related to the task . It was like having a virtual assistant keeping us on task (but without the added expense). Check out our tasks pipeline once we put some tasks in. As you can see, everything is easy to read and color-coded to show the urgency of each task. At the end of the day, task management isn’t the most impressive feature of a CRM, but we loved how effortless it was with EngageBay.
Email Marketing Campaigns (With Templates)
Email marketing is one of the most effective means of communicating with potential and existing customers. EngageBay’s all-in-one marketing platform allows you to create professional-looking, branded emails quickly and easily. They offer customizable templates (shown below) and an easy drag-and-drop email builder so you can have your emails up and running in no time. Creating a campaign is as simple as clicking “Create Broadcast” and giving it a name. Here’s one we created as the introduction to our newsletter (the Bonfire Field Guide). From there, we simply created an email for each stage in the campaign. Check out our email creation process below for a better idea of what we’re talking about. Once everything was customized, we could easily schedule and send off our emails ! The whole thing took less than 30 minutes (and we saved a ton of time in the process).
Web Form Creation
Web form creation is necessary for any business collecting leads or customer information. With EngageBay, we could easily create custom forms (and embed them on our website). Here’s an example of a form we created for our newsletter sign-up at Small Business Bonfire. From there, we were able to customize the appearance and fields (and add tags as needed). Here’s how it looked from our perspective. There’s a ton of depth here (with essentially no learning curve), making it perfect for SMBs looking to streamline their marketing efforts and convert visitors more effectively . Plus, it’s extremely affordable (for startups and businesses on a budget).
Landing Page Creation
Landing page creation is a feature that’s not offered by all CRMs. However, we think it’s one of the most important methods for capturing leads . Lucky for us—EngageBay offers a landing page builder that’s both easy to use and effective . Check out the gorgeous templates below (we were pretty impressed). We created a page to showcase our newsletter, the Bonfire Field Guide. Here’s what it looks like in editor mode (midway through the creation process).
