HubSpot Sales vs EngageBay

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Our analysts compared HubSpot Sales 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.

Product Basics

HubSpot Sales Hub is an all-around CRM solution that delivers numerous features, including contact management, email tracking, meeting scheduling and pipeline management. Its automation capabilities help sales teams focus on high-value activities.

Key aspects include lead scoring, email communication, custom reports, and integration with HubSpot's marketing and service hubs. Recent updates have introduced AI-powered tools for more efficient sales forecasting and lead scoring.

It’s particularly beneficial for small to medium-sized businesses, though it scales well for larger enterprises. HubSpot Sales Hub offers tiered pricing to suit different business needs. The Starter plan begins at $20 per month, while Professional and Enterprise plans offer more advanced features at higher price points. A free version with basic CRM functionality is also available.

Users praise HubSpot Sales Hub for its user-friendly interface and integration capabilities. However, some find the learning curve steep for advanced features and mention that customization options can be limited in lower-tier plans.

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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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$11.99 Monthly, Freemium
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Improve Client Interactions: HubSpot Sales offers features like caller identification to display contact details for incoming calls, the ability to upload and store recorded voicemail messages, and the option to record calls with prospects to capture their requirements and preferences.
  • Tailor Your Workflow with Custom Apps: In our assessment, HubSpot scored a perfect 100 for its custom app capabilities. It lets you easily build tailored applications, configure validation rules, add custom objects and define calculated fields.
  • Organize and Manage Events Effortlessly: It provides event tracking to create detailed event records, manage participant registrations and automate the distribution of invitations, confirmations and follow-up communications.
  • Generate Invoices Easily: HubSpot Sales earned a score of 100 in our rankings for simplifying invoice creation. It offers standard templates and the ability to generate invoices directly from contact, company, opportunity or quote records within the system.
  • Connect All Your Tools in One Place: In our analysis, HubSpot ranked the best for integrations and extensibility. You can seamlessly connect with popular content management systems (like WordPress and Squarespace), messaging platforms (like WhatsApp and Facebook Messenger), and business intelligence tools (like Microsoft Power BI and Tableau).
  • Boost Teamwork with a Shared Workspace: The platform comes with a team inbox or shared workspace that combines messages from various channels, including emails, social media and live chat, into a unified interface.
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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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  • Lead Scoring: You can evaluate and score leads based on demographic data and prospect actions, helping prioritize those most likely to convert.
    • Lead Deduplication: The system can automatically identify and merge duplicate leads or contacts within the CRM by comparing various identifiers such as names, email addresses, domain names and phone numbers.
    • Lead Distribution: Set up custom workflow rules to automatically assign leads to salespeople or teams based on criteria, such as geographic location, industry, product interest, department, lead source and even budget size.
  • Custom Reports: You can create tailored reports by extracting data from multiple areas of the CRM platform, meeting unique business requirements.
    • Pre-Built Reports: Access pre-built report templates for quick insights into sales performance and milestones, with options for saved searches and filters.
    • Report Scheduling and Exporting: Export reports in PDF, XLS or CSV formats or schedule them for recurring email delivery.
  • Email Communication: The platform offers a standard email configuration, allowing you to send and receive emails directly within the CRM system.
    • Email Scheduling: Schedule emails for future delivery at specific dates and times. The system provides pre-selected time options or allows for custom scheduling.
    • Email Status: Real-time notifications alert users when prospects open emails and the system helps you set follow-up reminders.
    • Email Templates: HubSpot offers pre-built email templates for various purposes, streamlining communication for lead nurturing, follow-ups and customer engagement.
  • Native iOS and Android Apps: The mobile app allows you to access and update CRM data, schedule meetings and collaborate with team members while on the go.
  • Data Visualizations: You can generate interactive, drill-down visualizations in various formats, including bar, line, funnel, table, column, donut and pie charts.
  • Appointment Scheduling: HubSpot Sales Hub enables seamless appointment booking through schedulers or calendar links. You can effortlessly capture essential details like location, customer name and time.
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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

#75

among all
CRM Software

#389

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

HubSpot Sales
EngageBay
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 95 96 100 92 87 79 91 30 86 100 87 63 92 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 12800 reviews
Excellent User Sentiment 209 reviews
88%
of users recommend this product

HubSpot Sales has a 'great' User Satisfaction Rating of 88% when considering 12800 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 (30)
5.0 (43)
4.4 (11456)
4.6 (99)
4.5 (461)
4.6 (67)
4.6 (339)
n/a
4.3 (514)
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Awards

SelectHub research analysts have evaluated HubSpot Sales and concluded it earns best-in-class honors for Integrations and Extensibility.

Integrations and Extensibility Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Ease of Use: Users praised the platform's straightforward navigation and user-friendly features.
Customer Support: Reviewers appreciated the prompt and helpful assistance available when issues arise.
Learning Resources: An active community and extensive support materials, including tutorials, guides and forums, aid users in mastering the platform.
Team Collaboration: Sales Hub promotes seamless communication and information sharing among team members with its collaborative features.
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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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Cost: Many users found HubSpot Sales Hub's pricing structure challenging, especially for smaller businesses. The need for paid add-ons to access certain features can increase overall costs.
Initial Setup: Despite its user-friendly interface, the initial setup process can be complex.
Forecasting: Some users mentioned that the forecasting feature could be more advanced or customizable.
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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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After getting our hands on HubSpot Sales Hub, we found it extremely easy to use, thanks to the helpful guides and support materials. We believe the Sales Hub is the best part of HubSpot overall.One big plus is how much you can automate with HubSpot. Setting up automatic emails, follow-ups and task updates is effortless, saving significant time compared to manual processes.Another benefit is that HubSpot has everything in one place. You don't need to add a bunch of other tools or plugins to make it work well.However, there are some downsides. The main one is the cost. While HubSpot offers a free version that many find useful, it can get expensive quickly if you need more advanced features. We found that it can end up costing more than similar tools when you add all the extras you need.Another consideration is that while HubSpot has most of the features you'd want in a sales tool, some common ones are only available in the more expensive plans. This can be challenging for small businesses.Overall, HubSpot Sales Hub offers significant advantages for medium to large enterprises. We advise you to think carefully about what features you need and how much you're willing to spend before committing.

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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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