EngageBay vs Planio
See the best product reviews, compare products, read reviews, and more.
See the best product reviews, compare products, read reviews, and more.
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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.
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.
Overall: Overall Planio was once my favorite project tool, and I still recommend it when people want something very simple and lightweight. But other competitors like Monday.com, Asana, Airtable and others have really overtaken Redmine based products in the project management arena, so given that Planio isn't really much cheaper than the lower tiers of these other tools, it's hard to know where Planio really come out on top any more.
Planio is a cloud-based bug tracking and project management solution that enables users to process incidents, manage workflows and build a central database for document management.
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
Overall: The system is reasonably fast, and good at what it does. Problems are responded to promptly (very quickly in some cases!). Over a 6 month period we reported three relatively obscure bugs, and all three were fixed within 24 to 48 hours. The core functionality is strong and reliable. If there is a negative, it's that the company makes assumptions about its user base which in our case do not apply, especially in the area of external task status change notification. Specifically, the system allows plain text email notifications, but these contain all the task data, which represent a serious potential leak of private information. To avoid that, one can activate encrypted email notifications, but then every member of the system MUST have encrypted email setup in their email client. As anyone who has ever tried to configure that in Outlook or Thunderbird can tell you, the installation of a certificate and the configuration of the client to use it are fraught with difficulties. Many people just give up. An ideal solution would be for the system to support plain-text email notification of task status changes as it does now, but with the option to not include the details, just the task title and the statement "The status of this task has changed. It is now assigned to you with XXXX Priority. Please see the task for details [link]". However, this is a relatively minor problem that does not detract significantly from our overall positive experience using the system. It's a strong solution.
- Bob A.
Overall: Generally ugly looking and can be very clunky and frustrating to use. Overcomplicated for what we need. But it does the job for simple things, and I had a really good experience with customer support quickly fixing a bug.
- Amy G.
The obtaining of reports in relation to the hours worked, the assigned projects and the organizational structure is fantastic. We continue using Planio for all our projects. It allows us to optimize operations more and more.
- Daniel P.
|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."
|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."
|Overall Planio was once my favorite project tool, and I still recommend it when people want something very simple and lightweight
|Easy to keep track of your ongoing projects
|Repositories for your projects are also a plus being able to see an issue asociated revisions of your code
|In addition there is lots of flexibility in choosing the appropriate plan in terms of the number of projects and users."
|Louise Engel was the customer support person that I dealt with and she was very prompt and professional while handling this problem
|To avoid that, one can activate encrypted email notifications, but then every member of the system MUST have encrypted email setup in their email client
|Specifically, the system allows plain text email notifications, but these contain all the task data, which represent a serious potential leak of private information."
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