EngageBay vs ClientPoint

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EngageBay

Category: Task Management Tool

Industries: Education, Business, Marketing, Communication, Finance

Pricing

Basic

$8.99/User/month

Growth

$29.99/user/month

Pro

$47.99/user/month

ClientPoint

Category: Task Management Tool

Industries: Marketing, Business, Education

Pricing

Author User

$95 per user monthly

Standard User

$65 per user monthly

Associate User

$35 per user monthly

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Most popular feedback for EngageBay

A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

About EngageBay

EngageBay is world's #1 affordable all-in-one marketing, sales, and support CRM software supporting over 29500 growing companies around the world. EngageBay helps companies to acquire, engage, nurture web visitors and convert them to happy customers and grow their business 5x and more. EngageBay offers a slew of features including: - Simple and powerful All-in-One CRM - Easy to use marketing automation software - Email marketing - Free Live Chat Software - Powerful helpdesk software - Email Sequences - Landing Pages - Web Forms to capture online leads - 360 Degree Customer View across marketing, sales and support departments - Appointment Scheduling Software - Contact Management Software - Free CRM software and many more.

Most popular feedback for ClientPoint

I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.

Bill C.

About ClientPoint

Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.

EngageBay reviews

The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

- Shawn L. Marketing Manager, List Biological Laboratories, Inc

Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

- Leonardo W. Founder, Wolff Consultoria

It's very useful that You have a package with the most important tools as CRM and email marketing service as one service. Workflow is much easier, data flow is simpler and results are more visible. CRM has many options that You can only dream about in some other online solutions. The file repository is a nice touch

- Edo M. Owner

ClientPoint reviews

Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional

- Jay M. Marketing Strategist

Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

- Cathleen S. sales

Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

- Tom D. DIRECTOR OF SALES

Pros & cons

EngageBay

Pros
Highly efficient and effective software
Great CRM to use for Marketing, Sales and Lead Generation
CRM system that takes care of all your needs and with the great support from the Engagebay Team
Fast, efficient, effective and easy to manage
Engagebay has been a very helpful brand for our Marketing Communications
The integrative approach is the best part
This is an excellent tool for small businesses
It has helped me with the marketing of my business by deigning interactive emails for me."
Cons
Very fewer options in templates where we can drag and drop
NO SMS Function However I have been told this is coming soon
You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad
Little bit clunky at times, and not a lot of troubleshooting documentation for common problems."

ClientPoint

Pros
Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding
The analytics is unmatched and extremely helpful
Functionality to customize according to what we need
Every successful company has a cutting edge to make them better and Paperless helps highlight ours
What I love about this software is that you can share as many documents/files as you like in one single proposal
You can customize your proposal to be however you want it to be
Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional."
Cons
I hope no one else in my industry buys this so I can use it to kick there ass
You gotta be crazy if you're not using this for your business
The software is a bit difficult to maneuver and clunky
I am giving the benefit of the doubt, but my proposals look bad
The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit."

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