Ebsta

4.8 (104)
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Customer engagement platform with Chrome extensions

Overall rating

4.8 /5
(104)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.8/5
Customer Support
4.6/5

99%
recommended this app
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104 Reviews

Verified Reviewer
Overall rating
  • Industry: Management Consulting
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Synching responses made easy!

Reviewed on 2018/03/28

1. You can sync everything, you can change what info is saved such as calendar, and email so you'd...

1. You can sync everything, you can change what info is saved such as calendar, and email so you'd know how far the conversation went with your colleague, saves time!

2. It can do wonders! You can control which application you wish to sync.

Pros

1. This automation process saves time and money. It increases productivity with less error.

2. It facilitates the recruitment process by allowing us to store all your contacts in one place so that colleagues can track the status of my email.

Cons

Sometimes the automation when it comes to synching just don't work and you will not notice it since there's no notification sent.

Rebecca
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great way to measure customer/prospect sentiment

Reviewed on 2023/05/25

Pros

Love how I can measure customer relations with our product through Ebsta scoring. Really helps to measure sentiment across customers and prospects

Cons

More of a sales tool than a customer advocacy tool

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Ebsta is a cool Email Sync solution

Reviewed on 2019/03/26

Pros

I like how easily it integrates into Sales Force

Cons

Sometimes the software feels like it can get in the way. It is helpful, overall.

adrian
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

An essential if you work with Gmail and Salesforce

Reviewed on 2020/01/23

Great

Great

Pros

As a SF Admin and a "Customer and Sales Support", I use Ebsta every day to plug those customer responses directly to the History Activity of the associated Opportunity.
One can compose/send Gmail from within Salesforce but when customers respond it's to your Gmail and so the history thread would be lost, so lucky that this can be solved with Ebsta.

The Sales reps prefer to work directly from their Gmail and generally don't like to have SF open. Ebsta has a good info-bar that sits neatly at the top of our your Gmail to sync vital sales info directly in your Gmail view.

Cons

Manually creating leads and contacts that don't sync because they're not already in SF.
The "Create Record" option could be more intuituve.

Verified Reviewer
Overall rating
  • Industry: Internet
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Ebsta for CRM

Reviewed on 2018/08/30

Our team has significantly increase our closing rate by using Ebsta on our customer intertration...

Our team has significantly increase our closing rate by using Ebsta on our customer intertration best practices.

Pros

I love using Ebsta because it's easy to use. The user interface is easy to navigate. Salesforce makes files to easily share, access and manage files

Cons

I did not experience any difficulty in using Ebsta. Their customer support is always available and gets beck to me right away whenever I have questions.

John
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great App for Email Documentation

Reviewed on 2017/04/20

I've been using the app for just about a year now for Gmail. This has become critical for effective...

I've been using the app for just about a year now for Gmail. This has become critical for effective time management when recording emails to Salesforce. Click tracking has also come in very handy for the sales team.

The only hiccup I'd like to see fixed is when an email is recorded to Salesforce, it uploads the email and the attachments (if selected), but it does not link the two together.

Great app overall.

Pros

I primarily use the Ebsta app for logging emails and attachments into Salesforce. It is a much cleaner solution than the BCC Salesforce offers out of the box. Email open notifications are also extremely useful when trying to get a hold of clients as it's a little flag that it might be a good time to reach out.

Cons

The only real hiccup I see with the app is the attachments don't link to the recorded email inside of Salesforce. They are both logged to the record, but when reviewing the "email sent' activity, there isn't a direct link between the email and whatever attachments associate with it.

Derek
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A Must Have for Salesforce Users!

Reviewed on 2017/03/17

This app makes my life a lot easier. Instead of having send an email and log the action in...

This app makes my life a lot easier. Instead of having send an email and log the action in Salesforce, Ebsta does it for me right inside Google. Being able to update a SF record without having to go be in SF makes me super happy! Also, I often search for new clients on LinkedIn and Twitter. Ebsta automatically scans the profile I'm looking at and gives me results found in my SF records. I would definitely recommend trying it out! Now that I'm using it, I'd hate to go back to life without Ebsta!

Pros

This app makes my life a lot easier. Instead of having send an email and log the action in Salesforce, Ebsta does it for me right inside Google. Being able to update a SF record without having to go be in SF makes me super happy! Also, I often search for new clients on LinkedIn and Twitter. Ebsta automatically scans the profile I'm looking at and gives me results found in my SF records. I would definitely recommend trying it out! Now that I'm using it, I'd hate to go back to life without Ebsta!

Cons

The popup banner when in gmail/linkedin/twitter will search that person in salesforce for you, which is really cool. I wish it were a little more accurate though.

Justin
Overall rating
  • Industry: Real Estate
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ebsta workflow optimized

Reviewed on 2017/03/21

Nice software that helps connect various online lead generation sites with salesforce. The...

Nice software that helps connect various online lead generation sites with salesforce. The difference between this and other software is that I don't have to duplicate because everything goes directly into salesforce while I can stay within the other websites. Best feature is having hot keys to quickly cross reference on other sites. i would highly recommend the software.

Pros

Hot key connectivity to quickly research company information in my companies main database. I use online google sheets and this is great to be able to work in my sheet and essentially have salesforce data.

Cons

when you switch tabs in a chrome browser, the pop-up goes away. it would be nice if the same pop-up is present across tabs in chrome.

Carolyn
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ebsta saves me so much time!

Reviewed on 2017/03/15

Working in a customer service role, my company keeps track of every interaction, a lot which is...

Working in a customer service role, my company keeps track of every interaction, a lot which is over email. Ebsta in conjunction with Salesforce allows me to quickly add activities to the account within Salesforce without the daunting task of copy/pasting. That and the quick snippet and search tools within email allow me to see key insight into the client I am working with! It's extremely important to see if there are open opportunities, when the last activity was and more. I would highly recommend Ebsta to anyone whose interaction with customers relies heavily on email. I have saved hours and hours of time!

Pros

Ease of use, quick and clean insights at the top of my email client (gmail), good Salesforce pluggin without having to log into salesforce

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

My sales team quite liked it

Reviewed on 2018/12/07

Pros

Made the switch from SalesLoft and like their UI, and ease of use. And content on their site.

Cons

Nothing I can think of just yet. Only heard good things from sales.

Nicholas
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easily one of the best SalesForce add-ons we've purchased

Reviewed on 2017/04/20

We work exclusively out of SalesForce and gMail, and this app is a life-saver. It is just SO easy...

We work exclusively out of SalesForce and gMail, and this app is a life-saver. It is just SO easy to link up our messages in gMail with SalesForce. You can select specific cases, multiple contacts/accounts, and the sync is instantaneous. It totally removes the need to constantly toggle back and forth between email and SalesForce. Our team is in love. We've had Ebsta for years and will pay for them forever!

Pros

Ease of integration, smooth process flow, it just works!

Cons

Searching for a contact/lead when you have many "matches" is time consuming.

Nina
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game changing CRM tool

Reviewed on 2017/04/25

Ebsta has saved me and my team hours of logging sales data from gmail. The most valuable tool has...

Ebsta has saved me and my team hours of logging sales data from gmail. The most valuable tool has been the email attribution, contact lookup, and adding call notes + opportunity data right into the chrome extension. Our salesforce records are better than ever.

Pros

Easy to use and set up. Customize input fields per your needs. Sits right into gmail and Chrome. Attribution to records in Salesforce. Update calls and create tasks easily in Chrome.

Cons

There are still a few bugs but overall, the core features work great and they are the most valuable.

Craig
Overall rating
  • Industry: Entertainment
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Get's the job done

Reviewed on 2017/04/20

Easiest solution we found to record e-mail exchanges in Salesforce Accounts, Contacts and Opportunit...

Easiest solution we found to record e-mail exchanges in Salesforce Accounts, Contacts and Opportunities. Love the ability to add Contacts and Accounts right from the Gmail page.

Pros

Easy to use. Easy to configure.

Cons

None

Emily
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Big fan of Ebsta

Reviewed on 2017/03/16

Ebsta is great! Very easy to use. Although there are other tools to link Gmail to Salesforce, and...

Ebsta is great! Very easy to use. Although there are other tools to link Gmail to Salesforce, and some may cost less, there is certainly plenty of value for your money with Ebsta. I particularly appreciate the ability to link my emails to records in Salesforce!

Pros

linking emails to records in Salesforce

Cons

having to re-log in to Ebsta every time I switch between computers

Travis
Overall rating
  • Industry: Automotive
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

10/10 would recommend

Reviewed on 2017/03/16

Ebsta is one of my favorite products. The email tracker feature has revolutionized my entire work...

Ebsta is one of my favorite products. The email tracker feature has revolutionized my entire work process. I can now devote more time and resources to my most essential clients.

Pros

ease of use; functionality; email tracker

Cons

literally nothing; one of my favorite plugins

kerushan
Overall rating
  • Industry: Telecommunications
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great platform, great features use it now

Reviewed on 2017/03/15

I use Ebsta everyday at work, it is one of the many softwares I have to use on a regular base. Only...

I use Ebsta everyday at work, it is one of the many softwares I have to use on a regular base. Only thing is Ebsta actually works. Great features, easy to navigate, I recommend this to everyone who is looking for a great solution

Pros

Salesforce email chain add, Email tracking, Task tracking on SF, contacts list view

Cons

I feel the email tracking could use extra analytics

Lacey
Overall rating
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

You Need Ebsta!

Reviewed on 2017/03/15

I love this product so much. Ebsta allows me to maximize my productivity while keeping the detail...

I love this product so much. Ebsta allows me to maximize my productivity while keeping the detail level that I enjoy. Being able to immediately send emails to my Salesforce records allows me to focus on my business instead of focusing on keeping my emails in the right place! Fantastic product!

Francis
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Very useful and helps our work easy

Reviewed on 2017/05/08

Pros

The software is easy to use and helps our work easy. No need to manually update salesforce when sending emails.

Cons

There were a few times that it does not sync when sending emails.

Jeremy
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

No Brainer App

Reviewed on 2017/03/15

Ebsta is a nonbrainer app for anyone using SalesForce with client interactions. Your email inserts...

Ebsta is a nonbrainer app for anyone using SalesForce with client interactions. Your email inserts seamlessly into the SF account for tracking and account data. Additionally, you can track who and when a client, or potential client, has opened your email and how many times. This is key for knowing hot leads and the real list of who to call/contact! If you're looking for a refined and efficient workflow ... look no further! Ebsta also gives me a quick account view of my accounts within Gmail with the Gmail plugin. BOOM! Just signup and thank me later.

Amy
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome for email communications

Reviewed on 2017/04/21

I send and receive so many emails from different people at the same company (or sometimes multiple...

I send and receive so many emails from different people at the same company (or sometimes multiple people regarding the same request) and Ebsta keeps me unbelievably organized! It's pretty awesome to add all my emails into Salesforce with Ebsta...such a timesaver and I don't have to look through my sent emails to find an important one. I can quickly track it in Salesforce. Out of office? Your colleagues can view the emails you have added to Ebsta too!

Pros

It is easy to use

Cons

It seems to disconnect every so often...not sure why but it re-connects on its own.

Steve
Overall rating
  • Review Source

Overall rating

  • Ease of Use

Productivity Increased through ebsta

Reviewed on 2017/03/21

As an Account Executive, I spent a lot of time jumping from screen to screen to transport data,...

As an Account Executive, I spent a lot of time jumping from screen to screen to transport data, input tasks, and various other SF activities. With ebsta, my producivity increased simply by no longer having to work out of a separate window to access SalesForce. Often times, EBSTA responds faster than SFDC. Only negative I'd give ebsta is its inability to automate simple reminders (i.e.: "Call if no word after 3 days"), but there are workarounds for it.

Jen
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great!

Reviewed on 2017/05/08

saving time!

saving time!

Pros

Ebsta saves me a lot of time when emailing clients. It is easy to use and I don't really have to think about it.

Ryan
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Love this app!

Reviewed on 2017/03/15

Makes everything very fast and easy. I can easily sync up people to my SF from gmail and vice...

Makes everything very fast and easy. I can easily sync up people to my SF from gmail and vice versa!!

Blake
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Program for the Industry

Reviewed on 2017/03/21

This program has done an excellent job of joining together my email and CRM to help me manage my...

This program has done an excellent job of joining together my email and CRM to help me manage my time and tasks better and understand what exactly my clients are needing at any given time. The integration of the company email lets me know what state the account is in and the current topic of discussion with the client.

Luke
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent Tracking Solution

Reviewed on 2017/04/20

Ebsta is a great solution for tracking emails in Salesforce. It is simple and easy to setup, and my...

Ebsta is a great solution for tracking emails in Salesforce. It is simple and easy to setup, and my users enjoy it. Its one-click functionality is great, and they're adding new features regularly.

Pros

Ease of use, and contact lookups

Cons

Outlook integration is locked to another tier