Are you a small business owner struggling to choose between Monday.com and EngageBay for managing your projects and customer relations? Being swamped with an abundance of features, it can indeed become daunting to pick the one that best caters to your unique needs and budget. I’m AJ, here to cut through the noise. Over the past decade, I’ve built and scaled my business to a multiple seven-figure exit , using all kinds of tools in the process. Now, I’m here with Small Business Bonfire (SBB) to help you get to where I am (without of the pitfalls I encountered). We put two all-in-one sales CRM heavyweight platforms—Monday.com and EngageBay—against each other to see which one comes out on top. Let’s see how they did!
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Bonfire Rating: 4.8/5 Monday.com was made for the dreamers, the folks who get stuff done!
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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!
How Did We Evaluate Monday.com and EngageBay?
The SBB team and I put Monday.com and EngageBay to the test (over six months) by evaluating them in the following categories: 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. Monday.com Comparison Chart
If you want to know what the SBB team thought about these two platforms, check out our comparison chart below!
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EngageBay Review
Monday.com Review
EngageBay Vs. Monday.com: Pricing
Let’s see how EngageBay fares against Monday.com in terms of pricing.
Monday CRM Pricing
Monday.com offers four paid plans in addition to a free plan. These include the following: Free – Free forever Basic – $8/month Standard – $10/month Pro – $16/month Enterprise – Custom pricing
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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 Take a look at our full EngageBay pricing guide!
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Monday.com Vs. EngageBay Pricing Winner: Monday.com
AJ’s Take: Monday.com takes the lead in terms of pricing, as they offer a free plan and their paid plans are more affordable than EngageBay’s.
Monday.com Vs. EngageBay: Top Features
The right features can make or break a CRM , so let’s see how Monday.com and EngageBay stack up against each other.
EngageBay Top Features
Below are some of the best features we discovered while using EngageBay.
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Contact Management
The ability to easily manage your contacts while scaling your business is crucial. EngageBay offers seamless contact management, allowing you to store and organize all of your contacts in one place (with ease). Let’s walk you through our experience (during our six months of testing EngageBay). We added some of our affiliate marketing B2B contacts by clicking the “create new” button. Here’s how a “new contact” card looked from our perspective. With each card, we were able to easily edit and view contact information, add tags, and create custom fields (which our whole team could see) The custom fields were easy to create and customize (shown below), requiring just a few clicks. We created a checkbox that said “follow-up completed,” which helped our team avoid redundant follow-ups (and stay organized). Once our contacts were added and our fields fully customized, here’s how our dashboard looked. We could also easily customize our contact dashboard to reflect the info our sales team needed (which was awesome). Our takeaway : EngageBay’s contact management is simple, organized, and flexible for SMBs across the board. We didn’t have a single issue with it during our testing.
Sales Pipeline Management
Managing your pipelines can be a juggling act without the right tools. Luckily, EngageBay offers powerful pipeline management (that we found incredibly easy to use). We added our affiliate marketing partnerships to our pipeline with just a few clicks and a couple of fields filled out. Here’s a “new deal” card to give you a better idea. Within each card, we were able to easily store the following information: Name Description Track Milestone Amount Close date Tags Owner Contacts associate Talk about comprehensive! We could view every aspect of the customer sales journey from start to finish with EngageBay. Check out our deals pipeline (once we had everything input). The bottom line : We appreciated EngageBay’s visual sales pipeline and found it was easy to use. There was a ton of information available at a glance, and the best part is that this feature is completely free!
Task Management
Managing your daily tasks while running a small business is a must! EngageBay makes this process easy by providing some simple (yet effective) task management capabilities. Let’s walk you through it. We started testing this feature by adding some typical onboarding tasks we deal with at Small Business Bonfire. Here’s how it looked every time we added a new task. We especially liked the ability to easily assign a priority level to each task and add notes (as things got more complicated). This ensured that our team stayed on track and didn’t miss anything important (which can happen in the blink of an eye). Here’s how our task dashboard looked once everything was added. The bottom line : While this isn’t the most impressive feature that the CRM provides, it’s extremely intuitive and surprisingly powerful!
Email Marketing Campaigns (With Templates)
A great email marketing campaign is like a successful recipe. All you need is the right ingredients and instructions to make it work. EngageBay helps by providing some gorgeous email templates (shown below) that are beginner-friendly! We started with this feature by creating all sorts of campaigns (over a six-month period). For example, we were able to create an email campaign for the rollout of our newsletter—the Bonfire Field Guide (BFG). The purpose of this campaign was to accomplish the following: Introduce our newsletter Drive traffic back to our site Provide an additional resource for our Bonfire Nation Follow up after an initial email Provide each issue of our scalable guide Here’s what the first template looked like during the creation process. Once we created the content for our email templates, we could schedule and send off emails left and right! We spent about 30 minutes creating the campaign and saved dozens (if not hundreds) of hours in the process. The final verdict : Creating email campaigns can be daunting without the right tools. EngageBay provides the necessary templates and an intuitive creation process to make this process a walk in the park. It’s beginner-friendly, offers some great marketing software, and doesn’t cost an arm and a leg!
Web Form Creation
If you want to capture new leads quickly, you must create effective web forms to convert visitors. This is where EngageBay swoops in to save the day! This CRM software provides simple form creation and customization options (so you can start capturing leads immediately). Here’s how we created a new web form in EngageBay (in under 10 minutes) for our Small Business Bonfire newsletter. The best part is that there’s literally zero coding knowledge required! We were able to easily able to accomplish the following with EngageBay CRM: Add and customize fields Add our company logo Customize the color scheme Preview the form Embed it onto our website Overall, this feature is a game-changer for sales and marketing-focused SMBs looking to grow their customer base in a big way.
