Home > CRM Software > Vtiger > Vtiger vs EngageBay

Vtiger vs EngageBay

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Our analysts compared Vtiger vs EngageBay based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Vtiger Software Tool
EngageBay Software Tool
SelectHub Award Winner
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Product Basics

Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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EngageBay is a comprehensive software designed to streamline customer relationship management (CRM) alongside marketing, sales, and service automation. It is particularly well-suited for small to medium-sized businesses seeking an affordable, all-in-one solution to manage and nurture customer relationships, automate marketing processes, and boost sales. One of the key benefits of EngageBay is its ability to offer a wide range of functionalities at a competitive price point, making it an attractive option for businesses looking to maximize their budget. Popular features include email marketing, lead generation tools, and a centralized CRM system that helps businesses keep track of customer interactions and manage tasks efficiently. When compared to similar products, users often highlight EngageBay's user-friendly interface and the exceptional value it provides, given its lower price range. Pricing models are flexible, with options ranging from monthly to annual payments, allowing businesses to choose a plan that best fits their financial and operational needs.

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$12 Monthly
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Tailored to your specific needs
$11.99 Monthly, Freemium
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Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • Increase Customer Satisfaction: Ensure customer needs are met through dedicated multichannel customer support. Maintain SLAs to support positive customer experiences through KPI tracking and performance-based insights that make outreach and support easier to adapt. 
  • Respond Quickly: Reduce response times to customer queries with intelligent chatbots, automatic query routing and reply templates for real-time conversations. 
  • Market Effectively: Easily build campaigns with drag-and-drop designs and adjustable SEO settings. Use reporting and analytics to improve customer engagement strategies and target leads better. 
  • Get More Capabilities: Enhance the CRM by integrating with various software, like Zapier, Xero, Mailgun, Mandrill, Postmark and Sendgrid. The WordPress integration gives access to built-in plugins such as contact forms, website pop-ups, landing pages, live chats and WooCommerce. 
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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  • Lead Management: Manage sales leads and track pipelines with personalized outreach, automated lead distribution, sales pipeline management and customer journey mapping. 
  • Deal Management: Streamline sales processes with complete visibility into deals across all stages. Sort and filter, anticipate close dates and make data-driven decisions. 
  • 360-Degree Customer View: View all customer information, aggregated into one dashboard. 
  • Appointment Scheduling: Schedule appointments faster by publishing work calendars online. Eliminate unnecessary communication, automate reminders and customize appointments and meeting schedules. Other supported features include time zone adaptiveness, cross-device mobility and two-way calendar sync. 
  • Contact Management: Store and organize all contacts in one place. The interface supports cross-channel communications, contact activity tracking and more on a single dashboard. 
  • CRM Email Integration: Keep records of conversations with two-way email communication between internal teams and customers. Email tracking helps clarify the best course of action. 
  • Sales Tools: Tools like sales automation, multiple deal pipelines, ABM, proposal management and customer journey views to improve lead conversion rates and close more sales. 
  • Lead Scoring: Locate, score and track promising leads. Set parameters to guide team members in which leads to pursue, increasing the chances of conversion. 
  • Project Management: Keep sales and marketing teams in sync with features like task creation, lead advancement and task tracking with the help of a funnel. 
  • CRM Telephony: Provide team members with data-backed, context-rich information for each call. The platform provides single-click dialing, call reminders, personalized customer details and conversation history, automatic call logging, analytics and tracking, and more. 
  • Employee Engagement: Motivate and engage internal teams with leaderboards, challenges and instant recognition to create a high-performance culture. 
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Product Ranking

#32

among all
CRM Software

#389

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 748 reviews
Excellent User Sentiment 209 reviews
86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

94%
of users recommend this product

EngageBay has a 'excellent' User Satisfaction Rating of 94% when considering 209 user reviews from 3 recognized software review sites.

5.0 (9)
5.0 (43)
4.3 (338)
4.6 (99)
4.3 (292)
4.6 (67)
4.4 (85)
n/a
3.6 (24)
n/a

Awards

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EngageBay stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Usability: According to 84% of users who mentioned this aspect, the solution is easy to use and intuitive.
Customer Service: According to 97% of users who mentioned this, the support team is professional and responsive.
Features: About 94% of users said the software provides the most essential elements.
Pricing: Regarding this aspect, 94% of users said that the cost is cheap and competitive.
Customization: Of the users who talked about this, 75% said the solution offers useful, need-based customization options.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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Learning Curve: The platform has a steep learning curve for those who haven’t used marketing automation before, according to 76% of users.
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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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EngageBay offers a suite of CRM and marketing tools to help convert visitors into customers and improve overall customer experience. User reviews state that it’s easy to use and has great features, customer service and a competitive price. Ticketing tools, chat widgets, intelligent AI and email broadcasts are some features that users appreciate. Negative reviews mentioned limited drag-and-drop options in templates, inadequate training material and an outdated UI. All in all, EngageBay is an excellent solution for small and medium-sized businesses to help improve customer engagement.

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Screenshots

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