/*! elementor - v3.16.0 - 20-09-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Are you an owner of a small-to-medium-sized business (SMB) feeling overwhelmed by the plethora of CRM solutions out there? Have you found yourself stuck between choosing Agile CRM and EngageBay , unsure which one would best suit your business needs? You’re not alone. I’m AJ, here to help. I’ve spent the last decade building my business to a successful multiple seven-figure exit . Now, I’m living out my dreams, traveling the world with my wife, and helping fellow entrepreneurs succeed with Small Business Bonfire (SBB) So, let’s look at two of the best CRMs in the biz—Agile CRM and EngageBay. Both have strengths and weaknesses, but which one will come out on top? Let’s find out!
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Bonfire Rating: 4.7/5 Agile CRM is an all-in-one platform designed to manage every aspect of the customer lifecycle (without breaking the bank).
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Bonfire Rating: 4.7/5 EngageBay offers a suite of awesome tools to help you scale your business and stay organized in the process!
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We spent six months comparing the following features of Agile CRM and EngageBay: 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. Agile CRM Comparison Chart
Here’s an overview of how each platform performed in our matchup.
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EngageBay Review
Agile CRM Review
EngageBay Vs. Agile CRM: Pricing
When it comes to pricing, both EngageBay and Agile CRM offer affordable options for small businesses.
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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Agile CRM Pricing
Agile offers a free plan in addition to three paid plans that range from $8.99 to $49.99/month. The plans include the following: Free version – Free account is available for up to 10 users Starter plan – $8.99/month per user Regular plan – $29.99/month per user Enterprise plan – $47.99/month per user
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Agile CRM Vs. EngageBay Pricing Winner: Agile
AJ’s Take: Agile CRM wins this round by offering a free plan for up to 10 users, giving small businesses the opportunity to try out the platform without any financial commitment.
EngageBay Vs. Agile CRM: Top Features
Both EngageBay and Agile CRM have top features that can help streamline your business operations . Here’s a breakdown of what each platform has to offer.
EngageBay Top Features
These are some of the best features EngageBay has to offer, in our opinion.
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Contact Management
Let’s look at EngageBay’s contact management. We tested the platform for six months and found this feature to be incredibly intuitive, powerful, and customizable throughout our testing. With the free plan, you get 250 contacts, which is pretty great (for not having to spend a dime). It scales up from there (all the way to unlimited contacts with the Pro plan). We added our affiliate marketing B2B contacts to see how the platform held up. Here’s how a “new contact” card looked from our perspective. Within each card, we were able to easily add and edit the following information: Name Email Role Tags Company Contact info Custom fields We could easily add custom fields with just a click (shown below). This level of customization is perfect for small and midsize businesses (SMBs) looking to add specific contact information to their CRM . Some great use cases for EngageBay’s contact customization include: Adding tags for custom segments (i.e., VIP, regular, non-responsive) Custom fields for specific product or service interests Role-based information to tailor communication Once we added our contacts and customized everything to our liking, here’s how our contact dashboard looked. As you can see, everything is laid out in a way that is easy to read and navigate. The bottom line : EngageBay’s contact management is easy to use, powerful, and fully customizable—what’s not to like? The fact that it’s free to use makes EngageBay a formidable competitor.
Sales Pipeline Management
Your sales pipelines are the lifeblood of your small business. Keeping track of leads, managing deals, and closing sales is a major part of any CRM. So, how does EngageBay stack up in this category? We were impressed with the visual layout and ease of use of EngageBay’s pipeline management (to say the least). We tested this feature over six months by adding our affiliate marketing deals. We especially liked the ability to easily switch between list and grid views . Here’s our deals pipeline (table view) to really paint a picture. With EngageBay, we could create and edit unlimited deals on the fly, keeping our team in the loop while closing more deals overall. Some things we really liked about EngageBay’s pipeline management include: Visual and easy-to-understand layout Ability to switch between list and grid views Easy drag-and-drop customization (with the grid view) Ability to easily add deals (right from the pipeline) Here’s an example of our grid view (which we preferred for the drag-and-drop functionality). Our takeaway : If you’re looking to empower your sales teams, close more deals, and improve your overall sales process (without breaking the bank), EngageBay’s pipeline management is a no-brainer.
Task Management
Task management is a feature that seems simple on paper but, in practice, can make or break your business. If you can’t keep track of your tasks, you’ll quickly lose sight of what needs to get done and when. Luckily, EngageBay CRM provides some straightforward and helpful task management capabilities . Let’s walk you through our experience. We started by adding in some typical onboarding tasks at Small Business Bonfire. Here’s how adding a new task looked. Each task card allowed us to easily create reminders, assign users, and add notes as needed. This meant our team could easily see what needed to be done and when . Once we had our tasks input, we were able to view them all on an easy-to-read task pipeline (pictured below) We absolutely loved the layout , making moving each task to the appropriate stage easy. Plus, each stage was color-coded (and customizable). That meant we could see our progress on each task at a glance (without having to click on it)! Our two cents : EngageBay’s task management is straightforward, easy to use, and customizable—you can’t ask for much more!
Email Marketing Campaigns (With Templates)
Email marketing is a staple of any small business’s digital marketing strategy . So, what does EngageBay bring to the table? We tested out the email marketing capabilities by creating a newsletter campaign for the Bonfire Field Guide (our actionable scaling guide for SMBs). Here’s what we loved: The ability to easily create sleek, professional-looking emails using one of their beautiful templates Easy drag-and-drop customization for those who want more control (like us) The ability to add contacts to specific campaigns with just a few clicks Email marketing automation for trigger-based emails We especially enjoyed the beginner-friendly email templates offered by EngageBay (screenshot below).
