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!
Bonfire Rating: 4.8/5
Monday.com was made for the dreamers, the folks who get stuff done!
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:
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.
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!
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 – $10/Month
- Standard – $12/Month
- Pro – $20/Month
- Enterprise – Custom Pricing
Check out our in-depth Monday.com pricing guide!
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!
Monday.com Vs. EngageBay Pricing Winner: Monday.com
AJ’s Take: Monday.com takes the lead in terms of pricing, as they offer a better 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.
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.
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!
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!
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!
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.
If you’re looking for advanced features to help you scale your marketing efforts, look no further!
EngageBay offers a great tool (which is free and easy to use) to help build powerful landing pages.
EngageBay makes the creation process simple and intuitive with some gorgeous templates to help you get started (screenshot below).
Throughout our six months of testing, we used many of these templates to create various landing pages for SBB.
Here’s a sneak peek into the creation process (about halfway through) of one we created to showcase our newsletter.
What separates EngageBay apart from a lot of the competition here is just how easy the whole process is (from start to finish).
We could easily edit elements (like images, text, and buttons), add forms, personalize the page with our branding, and more—without coding knowledge.
Our two cents: Landing pages are an essential part of any marketing campaign. EngageBay makes creating them easy for users across all experience levels (not just tech wizards).
In today’s digital landscape, live chat is essential for any business.
It’s a way to reach your customers in real time and provide immediate support.
EngageBay has a live chat feature built-in, and it’s completely free for all users!
The main selling points of EngageBay’s live chat function (in our opinion) include:
- Easy setup
- Fully customizable chat widget
- Ability to track customer interactions
- Integration with EngageBay CRM
Check out our customization process for our Bonfire Support chat widget.
Once our colors were customized, logo added, and custom responses created, we could easily embed the widget on our site.
The process took less than 10 minutes and allowed us to quickly ramp up our service efforts!
Ticket management is an important aspect of customer service.
It can quickly become overwhelming if you don’t have a great system for tracking customer inquiries and resolving issues.
Thankfully, EngageBay offers a ticket management feature that makes this process seamless.
We were able to create custom ticket pipelines and set up automated responses for common inquiries (like password resets or general questions).
Once we had everything set up, we could manually add in our tickets (or have them automatically populate through EngageBay’s multichannel support).
Here’s a “new ticket” card to give you a better idea of how it looked for us.
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Within each card, we were able to easily view and edit the following info:
- Subject
- Assignee
- Related contact
- Message
- Priority
Having this information at our fingertips meant we could easily prioritize and resolve customer inquiries quickly (leading to happier customers overall).
Here’s how our ticket dashboard looked during our (six-month) testing period.
We really liked the ability to view each ticket’s status and priority at a glance.
Plus, EngageBay provides a ton of useful service automation to make the headache of manually assigning tickets a thing of the past.
At the end of the day, EngageBay’s ticket management feature is a must-have for any business looking to streamline its customer service process across the board.
Who doesn’t love manually sending out emails and responding to inquiries?
We sure don’t! Which is why we absolutely love EngageBay’s service automation feature.
Throughout our testing, this feature allowed us to do the following with ease:
- Set up automatic email responses
- Program chatbot responses
- Automatically assign tickets
- Send notifications based on things like priority
- Send notifications for tickets that haven’t been updated in a certain amount of time
We created several automations to streamline our service processes and make our lives a bit easier.
Here’s a snapshot of our creation process, where we could easily add triggers, conditions, and actions to each automation.
It’s important to note that if you want to get serious with your automation, you will need to upgrade to a paid plan.
However, EngageBay is surprisingly affordable, offering a ton of automation utility without breaking the bank.
Just like everything with EngageBay, the process was intuitive and user-friendly.
So, if you’re looking to up your service game, EngageBay is a solid bet!
Monday.com Top Features
Here are some of our favorite features we found on Monday.com.
Growing businesses need a reliable and efficient way to track and monitor your team’s performance.
Monday.com offers an easy-to-use sales dashboard that gives you real-time insights into your team’s progress.
With intuitive visualizations and customizable widgets, you can quickly see the metrics that matter for your business.
Plus, with the ability to set goals and track progress, Monday.com helps keep your employees on track and motivated.
We started testing this feature by customizing our dashboard (which had all our affiliate marketing data input).
Check out our sales dashboard funnel chart, with all our sales data clearly visible at the top.
This made it easy to identify any areas needing improvement and adjust accordingly.
We also really liked the different charts and graphs we had access to with Monday.com.
Here’s an example with our sales data front and center (along with our monthly goal and forecasted revenue).
The wrap-up: The sales dashboard, courtesy of Monday Sales CRM, is the ultimate command center for your sales team.
It’s a comprehensive platform that allows you to manage leads/customers and track deals with ease!
Running a small business is no small feat. It requires meticulous organization, and Monday.com offers exactly that.
With its comprehensive activity tracking, you can easily plan, organize, and track all your tasks in one visual, intuitive space.
We started testing this feature by adding some typical onboarding tasks at Small Business Bonfire.
Here’s a look at our awesome-looking task dashboard (during our six months of testing).
We absolutely loved Monday.com’s layout, which allowed us to easily view our tasks and deadlines at a glance.
We could easily create new tasks directly on the board itself, which meant no navigating through complicated-looking cards.
Everything we needed was front and center.
We also thought it was great that we could easily import our tasks from Excel (shown below).
This meant virtually no opportunity cost for switching to Monday.com (and we could get started right away).
Our takeaway: Monday.com’s activity log was incredibly useful in helping us stay organized and keep track of what needed to be done.
Lead management is essential to any successful sales strategy, and Monday.com shines in this regard.
Monday.com is designed to help you capture, track, and nurture leads efficiently (enabling seamless communication and lightning-fast conversions).
During our testing period, we loved the following features:
- Lead capture: Monday.com allows for easy importation of leads from different sources. This can be manual entry or via integration with other systems. Additionally, Monday.com’s forms can be customized and embedded on your website for seamless lead capture.
- Lead tracking: With Monday.com, you can track the status of your leads in a single dashboard, giving you a bird’s-eye view of your pipelines. This visual representation helps in quickly spotting bottlenecks or opportunities.
- Lead scoring: The platform also offers a lead scoring feature, helping prioritize leads based on their potential value. This ensures that your team focuses its effort on the most promising prospects.
- Automation: Monday.com offers automation for manual tasks such as sending follow-up emails or updating lead status. This can help save time (and ensure no lead falls through the cracks).
- Integration: The platform provides excellent integration with other tools like email, CRM, and marketing automation software. This helps in maintaining a unified lead management process across different platforms.
At the end of the day, Monday.com’s lead management system is comprehensive and user-friendly, making it a solid choice for small businesses looking to optimize their lead management processes.
Without the proper pipeline management, keeping track of all your deals and their progress can be challenging.
Monday.com offers a visual pipeline that lets you easily see where each deal is in the sales process, allowing for more efficient management.
During our six months of testing the CRM software, we appreciated how easy it was to navigate our pipelines.
We added our affiliate marketing deals to our pipeline with just a few clicks and fields filled out.
We appreciated the ability to quickly view which stage each deal was in (with both Kanban and table views)
Here’s a snapshot of our Kanban view, allowing us to drag and drop each card to the appropriate stage in our pipeline.
Monday.com’s pipeline management is especially great because everything is color-coded, making it easy to differentiate between deals at a glance.
This feature is incredibly useful for busy teams looking to keep organized and stay on top of their sales processes.
The fact that we could use this feature for free and create unlimited pipelines at no extra charge was just the icing on the cake!
Check out our table view (shown below), which is Monday.com’s classic mode essentially.
The bottom line: If you want to take your sales process to the next level and give your sales teams a tool to empower them to succeed, we recommend Monday.com.
It’s powerful, affordable, and extremely easy to use—a triple threat, if you will.
When you hear the word automation, you might immediately think it sounds complicated and requires a lot of technical expertise.
With Monday.com, that’s not the case!
The platform offers an intuitive workflow automation feature that allows small businesses to streamline their processes (with none of the difficulty).
We tested this feature by creating all kinds of automations during our testing period.
Here are some automations that we created:
- Task reminders: Monday.com allowed us to set up automatic reminders for tasks (ensuring that nothing fell through the cracks).
- Status updates: With this feature, our team could automatically receive notifications when a task’s status changed. This kept everyone on the same page (and helped with accountability).
- Email automation: You can also use Monday.com’s automation to send automatic emails to team members or clients, saving you time and effort.
- Time tracking: Easily track the time spent on tasks with Monday.com’s built-in timer. This feature is especially useful for remote teams.
We especially liked the automation templates offered by Monday.com, which made it easy to set up complex workflows (without any prior knowledge).
In addition to the helpful templates, we could create custom automation (no coding experience needed).
Monday.com makes this process as simple as possible by removing code from the equation and replacing it with simple “If/Then” functionality.
Here’s how it looked (to give you a better idea).
The verdict: If you plan to scale, you will need automation. We recommend Monday.com above most of the competition because it’s so easy to use (without sacrificing power).
Monday.com excels in project management, making it a valuable asset for small businesses.
The platform offers comprehensive project management features and is highly customizable to fit your team’s specific needs.
During our six months of testing the platform, we loved how versatile the display options were.
For example, within each project, we had the following views:
- Table
- Gantt charts
- Calendar
- Kanban
This gave us an incredible amount of flexibility in terms of organizing and managing our projects.
We also appreciated the ability to create custom status labels for tasks, helping us keep track of progress and deadlines for each team member.
Here’s a quick look at a project we created and managed with Monday.com.
We could view each stage of our project (from planning to launch) and track our progress along the way.
With Monday.com’s project management features, nothing falls through the cracks. It’s seriously worth checking out.
Resource management is a notable feature of Monday.com.
This feature aids in the efficient allocation and utilization of resources, be it manpower, time, or tools, thus maximizing your team’s productivity.
While exploring this feature, we delved into a few key areas:
- Team allocation: We tested Monday.com’s functionality by assigning different resources to various tasks. The platform made it simple to visualize who was doing what and when. Avoiding overbooking or underusing team members became considerably easier with this tool.
- Time management: We utilized Monday.com’s time management feature, which allowed us to allocate specific periods for each task. This helped us maintain our timelines and ensure timely completion of tasks.
- Tool utilization: We added our tools into the resource management system, which helped us keep track of their availability and usage. This helped ensure that no resources were left idle or overused.
- Capacity visualization: Monday.com’s ability to visually display the capacity of our team was a standout. It made it immediately apparent if someone was overloaded with tasks or if they had room to take on more.
In conclusion, Monday.com’s resource management feature is a powerful tool for ensuring an optimal distribution of resources, leading to balanced workloads and enhanced productivity.
If efficient resource management is a priority for your small business, Monday.com could be a great fit.
EngageBay CRM Vs. Monday.com Features Winner: Monday.com
AJ’s Take: When it comes to features, Monday.com really takes the cake. With its powerful workflow automation, project management, and resource management capabilities, it’s a clear winner over EngageBay CRM.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
EngageBay CRM Vs. Monday.com: Customer Service
Let’s break down each platform’s customer service in terms of the following:
- Availability
- Knowledge base
- Training
- Responsive support
EngageBay Customer Service
EngageBay CRM offers fantastic customer support.
Let’s see how they did in terms of the following:
- Availability: EngageBay offers 24/5 live chat, email, and phone support. Essentially, anytime we needed them, they were there.
- Knowledge base: The CRM solution offers an in-depth knowledge base with tips, guides, and FAQs to help you quickly find answers to common questions.
- Training: EngageBay has various training options, including webinars, video tutorials, and eBooks. They also offer personalized onboarding for new users.
- Responsive support: We tested their support by sending them some basic inquiries via chat and email, and they responded promptly and with helpful solutions.
Monday.com Customer Service
Let’s look at how Monday .com holds up in terms of the following:
- Availability: Monday.com offers 24/7 email, live chat, and phone support. They were always available, whether on the weekend or late at night: Monday.com was there!
- Knowledge base: The platform has an impressive knowledge base with articles and guides to help users navigate the CRM system. We were consistently impressed by Monday.com’s knowledge base.
- Training: Monday.com offers training in the form of pre-recorded videos, webinars, and live demos. They also have a great community forum where users can share tips and tricks.
- Responsive support: We contacted Monday.com with some basic questions via chat and email. While their responses were almost immediate and always helpful.
Monday.com Vs. EngageBay Customer Service Winner: Monday.com
AJ’s Take: While both platforms offer great customer service, Monday.com takes the win here with its 24/7 availability and extensive knowledge base.
Monday.com Vs. EngageBay: Integrations
Integrations are essential for small businesses to streamline their processes and improve efficiency.
Now, let’s compare the integration capabilities of Monday.com and EngageBay CRM.
EngageBay Integrations
EngageBay offers some basic native integrations but nothing too fancy.
These include:
- Trello
- Asana
- JotForm
- Zapier
However, it does offer a great pairing with Zapier that allows access to thousands of third-party integrations.
Monday.com Integrations
Monday.com is a powerhouse of both native and third-party integrations.
Some of these include:
- Jira
- GitLab
- Slack
- MailChimp
- Canva
- Google Docs
- Google Sheets
Monday.com easily takes the prize here with a fantastic selection of integrations.
Monday.com Vs. EngageBay Integrations Winner: Monday.com
AJ’s Take: When it comes to integrations, Monday.com is the clear victor. With its extensive list of third-party and native integrations, it offers users a wide range of options to enhance their CRM experience.
EngageBay Vs. Monday.com: Ease of Use
Ease of use is another vital factor when it comes to choosing a CRM system.
Here’s how EngageBay and Monday.com compare in terms of usability.
EngageBay Ease of Use
EngageBay is incredibly user-friendly and easy to navigate.
We loved these features of the EngageBay interface:
- Intuitive design
- Drag-and-drop functionality
- Customizable views
- Easy navigation between modules and features
We love recommending EngageBay to SMBs because of how user-friendly it is.
Monday.com Ease of Use
Monday.com has a clean, modern design that is easy on the eyes.
Here are some noteworthy features in terms of usability:
- Customizable dashboards
- Customizable views
- Intuitive interface
- Drag-and-drop functionality
Monday.com is very sleek and makes a lot of complex processes a lot simpler.
Monday.com Vs. EngageBay Ease of Use Winner: Tie
AJ’s Take: Both EngageBay and Monday.com offer user-friendly interfaces with customizable features and drag-and-drop functionality. It’s a tie in terms of ease of use.
Monday.com Vs. EngageBay: Best Mobile App
Both EngageBay and Monday.com offer mobile apps for on-the-go access to their CRM platforms.
Let’s take a closer look at each platform and see which one comes out on top.
EngageBay Mobile App
EngageBay has an app that’s available on iOS and Android mobile devices.
We got started by downloading the app on iOS.
Our initial reaction was that the app did not get great user reviews (which usually doesn’t bode well). However, the EngageBay app was incredibly easy to use in our experience.
Some features we appreciated included:
- Dashboard view
- Contact management
- Landing pages
- Campaign management
- Social connectivity
- Activity tracking
It’s a great app with a ton of on-the-go functionality. Our only complaint is that it’s not as great as the desktop version.
Monday.com Mobile App
Monday’s mobile app is available for download on iOS and Android devices (with exceptional user reviews).
We started testing the app by downloading it on iOS.
Some features we liked included the following:
- Project management
- Notifications
- Inbox
- Tools to manage teams
- Contact management
The Monday.com app felt like having a fully-fledged CRM in the palm of our hand.
We were able to do just about anything we needed to from the app, which was awesome.
EngageBay Vs. Monday.com Mobile App Winner: Monday.com
EngageBay has a solid mobile app with plenty of features, but Monday.com’s app was more comprehensive and user-friendly. Monday.com takes the win here!
EngageBay Vs. Monday.com: Knowledge Center
Knowledge centers are essential for businesses to quickly find answers and discover new features within a CRM platform.
Next, let’s see how Monday.com and EngageBay compare in this regard.
EngageBay Knowledge Center
EngageBay has an extensive knowledge center, serving as a comprehensive resource hub.
It offers guides, articles, tutorials, and FAQs on various topics, from basic system navigation to advanced feature utilization.
Users easily find solutions and maximize the CRM tool.
The knowledge center is regularly updated with new content to keep users informed.
This commitment to educating and supporting users contributes to its strong customer service reputation.
Monday.com Knowledge Center
Much like EngageBay, Monday.com also provides a stellar knowledge center.
It is a hub for many resources, including comprehensive guides, video tutorials, articles, and FAQs covering various topics.
Users can easily navigate from basic system usage to mastering advanced features.
The knowledge center is updated frequently with fresh content to keep users up-to-date with the latest features and updates.
With their dedication to providing resources and support, Monday.com matches EngageBay’s strong commitment to customer service.
Monday.com Vs. EngageBay Knowledge Center Winner: Tie
AJ’s Take: Both platforms have robust knowledge centers that provide comprehensive resources for users. It’s a tie in terms of knowledge centers.
Monday.com Vs. EngageBay: Limitations
Finally, let’s take a look at some possible limitations of both Monday.com and EngageBay.
Afterall, not every CRM platform is perfect.
EngageBay Limitations
- Limited free plan: EngageBay offers a free plan, but it’s relatively limited in terms of features and functionality.
- Limited integrations: While EngageBay integrates with Zapier for access to thousands of apps, it does not offer robust native integrations like Monday.com.
- Lack of calendar views & customization: EngageBay offers very limited calendar functionality and doesn’t provide the ability to customize it very much at all.
Monday.com Limitations
- Limited free plan: Monday.com’s free plan is limited to two users and 3 boards. It also lacks many essential features compared to their paid plans.
EngageBay Vs. Monday.com Limitations Winner: Monday
AJ’s Take: While neither platform is perfect, Monday.com has a more comprehensive free plan and offers a larger selection of native integrations.
EngageBay CRM Vs. Monday.com: Which is Best for Small Businesses?
We’ve put the two platforms head-to-head, and now it’s time to declare a winner.
Overall, we think Monday.com comes out on top due to its highly customizable and user-friendly interface, extensive list of integrations, and robust mobile app.
However, EngageBay is still a powerful all-in-one marketing, sales, and service solution in its own right.
So, which one will you choose? Both platforms support growth with affordable pricing and are 100% free, so try both out today!