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EngageBay
4.6
(216)
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EngageBay Reviews & Product Details

EngageBay Overview
What is EngageBay?

EngageBay is a CRM platform that helps companies streamline their customer relationship management using a single integrated platform. As an all-in-one solution, the software provides great automation capabilities and a generous free-forever plan that already include essential features and tools that are often only found on paid tiers from competitors. EngageBay offers custom forms, email sequences, web pop-ups, and a landing page builder.

Company EngageBay Inc.
Year founded 2017
Company size 51-200 employees
Headquarters Tracy, California, United States
Social Media
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EngageBay Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Training Documentation
Languages English
EngageBay Pros and Cons
Pros
  • 'Robust ‘free forever’ plan
  • All-in-One approach to CRM, with live chat, forms and landing page tools
  • Great automation capabilities
  • Offer a range of integrations (Gmail and Office 365 integrations included in the free plan)
Cons
  • Interface is not the most intuitive at times
  • Onboarding process could be improved
EngageBay Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
EngageBay Media
EngageBay video thumbnail
EngageBay - EngageBay Homepage
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EngageBay Screenshots
EngageBay Homepage
EngageBay Homepage
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: April 02, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
May 18, 2023
 Source
Overall Rating:
4.5
JR
Joshua R.
Founder
Share
"You really can't find a better deal or product"
What do you like best about EngageBay?

I've really enjoyed using EngageBay. With it, we're managing to hit email open rates above 40% regularly. They have tools available that other email platforms just do not have. Their service is also very quick to reply when you have questions.

What do you dislike about EngageBay?

I'm hoping that they add more API functionality, especially for reporting on email success.

What problems is EngageBay solving and how is that benefiting you?

They help us deliver emails at a much higher success rate due to their creative ways of organically warming up emails. They also provide tools to make it easy to integrate software such as SendGrid to help improve IP reputation.

Small Business (50 or fewer emp.)
May 05, 2023
 Source
Overall Rating:
4.5
Elmira A. avatar
Elmira A.
Content Writer
Share
"Powerful and User-Friendly CRM Platform"
What do you like best about EngageBay?

The level of customer support I received. From the moment I signed up, the EngageBay team was incredibly responsive and helpful. They walked me through the features and answered all of my questions, which helped me get up and running quickly.

What do you dislike about EngageBay?

It does have a range of features and tools that can take time to master.

What problems is EngageBay solving and how is that benefiting you?

EngageBay's email marketing tools are comprehensive and offer a range of features we use. The platform's email editor is user-friendly and allows for advanced personalization, segmentation, and scheduling, making it easy to create personalized and engaging email campaigns.

Small Business (50 or fewer emp.)
Apr 21, 2023
 Source
Overall Rating:
4.5
KM
Karen M.
Founder
Share
"Very helpful staff"
What do you like best about EngageBay?

Val is my go to person at engagebay. Y he is patient, helpful, and knows how to guide me through most everything.

What do you dislike about EngageBay?

I am not so tech savvy.I need a lot of support.

What problems is EngageBay solving and how is that benefiting you?

We are learning how to reach customers at a faster rate.

Small Business (50 or fewer emp.)
Mar 24, 2023
 Source
Overall Rating:
4.5
BR
Bhargav R.
Account Executive
Share
"Best Alternative to Hubspot!"
What do you like best about EngageBay?

Engage Bay is the ultimate tool for all our marketing and sales needs! easy to use for the reps, user intuitive, and just gets things done in a jiff! I would say it's the affordable version of Hubspot for small and medium enterprises

What do you dislike about EngageBay?

More native integrations with other sales tools.

What problems is EngageBay solving and how is that benefiting you?

Capturing all our inbound leads with ease, foreseeing reps activity, sales reports, pipeline forecasting, sales analytics and marketing metric. , marketing automation.

Small Business (50 or fewer emp.)
Feb 05, 2023
 Source
Overall Rating:
4.5
PT
Protus T.
Founder
Share
"Highly recommended if you want to reach your qualified leads and retain them"
What do you like best about EngageBay?

It's user friendly, with our new employees able to learn how to use the platform in short time.

What do you dislike about EngageBay?

None. The features are great (the ones I used).

What problems is EngageBay solving and how is that benefiting you?

With Engage Bay, we could easily reach our qualified leads, thereby saving a lot of our time and resources. There's also good experience in engaging our customers.

Mid Market (51-1000 emp.)
Jan 02, 2023
 Source
Overall Rating:
4.5
NA
Nadeem A.
Marketing Consultant
Share
"Engage Bay All-in-One Suite: A Comprehensive Tool for Managing Sales and Customer Interactions"
What do you like best about EngageBay?

It is a helpful tool for small and medium-sized businesses, providing a range of automation and workflow features for sales, marketing, and support. The platform is easy to use and offers good customer service, including the ability to quickly implement new features upon request. Its all-in-one solution and affordable price point make it a good choice for startups and small businesses.

What do you dislike about EngageBay?

I wish there was more space for lists without having to upgrade the plan. These lists are really useful for keeping my business organized, and I think it would be great if the paid plans included more of them. I've also been contacted a lot by sales, which is fine, but the policy of deactivating accounts if they're not logged into at least once a week is a bit shocking. I understand the need for some level of activity, but I think once a quarter or even once a month would be more reasonable, especially for those of us running a side business and not needing to be on the platform every week.

What problems is EngageBay solving and how is that benefiting you?

The platform's range of features, including lead and contact management, sales forecasting, email, and messaging tools, and integrations with other business applications, it helps streamline our sales process and improve our ability to connect with and serve our customers. The automation and workflow features of Engage Bay helps us save time and resources by automating tasks and streamlining our processes. Overall, the All-in-One Suite has improved our efficiency and effectiveness as a digital marketing agency, allowing us to better serve our clients and grow our business.

Small Business (50 or fewer emp.)
Nov 29, 2022
 Source
Overall Rating:
4.5
Tetiana S. avatar
Tetiana S.
Business Development
Share
"Excellent Customer Support"
What do you like best about EngageBay?

Customer Support is very responsive, approachable, available 24/7.

What do you dislike about EngageBay?

Automation for tracking properties can be extended.

What problems is EngageBay solving and how is that benefiting you?

We have tried email boradcast which is bulk email automation which worked perfectly and saved us a lot of time.

Small Business (50 or fewer emp.)
Nov 17, 2022
 Source
Overall Rating:
4.5
LQ
Lisa Q.
Social Media And Email Marketing Manager
Share
"Easy , simple and a bargain"
What do you like best about EngageBay?

So simple and easy to use - support team is always there even for the simplest question

What do you dislike about EngageBay?

Can be delays when waiting for CSV files

What problems is EngageBay solving and how is that benefiting you?

allows us to send all our emails for marketing in one location - easy to track and get results

Small Business (50 or fewer emp.)
Nov 16, 2022
 Source
Overall Rating:
4.5
ZB
Zachary B.
Business Development
Share
"Really is an all in one"
What do you like best about EngageBay?

I like that it has literally every feature i need in one for marketing and sales. It also works well equally for each part of the software.

What do you dislike about EngageBay?

There are some glitches some times. Support is very responsive but some times seems they aren't all technical enough to fix the bugs

What problems is EngageBay solving and how is that benefiting you?

I started using it for landing pages and email automation but it is also great for a crm

Small Business (50 or fewer emp.)
Nov 16, 2022
 Source
Overall Rating:
4.5
Rodney N. avatar
Rodney N.
President
Share
"A Great CRM Better Than HubSpot, Salesforce, And Many Others!"
What do you like best about EngageBay?

The EngageBay All-in-one platform is the most simple, but what I like best they have great customer support. This I would say is that USP (Unique Selling Proposition). However, there are many things I love about the platform. It has a Marketing, Sales, and Support system for your business. The marketing platform allows you to build landing pages and create automation to take your prospect through the customer journey, where they come out on the backside as paying customers. The sales platform is designed for direct sales (Telemarketing).

What do you dislike about EngageBay?

There are many things I dislike, but the simplicity of the platform allows for quite a few workarounds. As you have probably learned, there is no perfect platform. All of them have issues. Here are my gripes about EngageBay. They don't have enough video training. If you're not somewhat intuitive, this is not the platform for you. However, the intuitive thrives here; it is just that simple. I don't like the mobile landing page builder. You build the desktop, and then you must rebuild the mobile landing pages. I don't like their third-party integrations. They are sometimes not as intuitive. I don't like the way the sticky-bars work; they should allow you to suspend them without deleting them as you deem necessary. I a sure there are other things, but nothing significant. In the end, it is just tiny frustrations, and there are no large ones.

What problems is EngageBay solving and how is that benefiting you?

They allow me to do almost all of my marketing from one platform. I have a landing page builder, forms, stick-bars to build a list, and social media post disbursements. There have been many products I have been able to replace my autoresponder, my website platform, automation, and many other tools they allow you to get rid of. At the end of they day I would imagine they save you $500+ per month.

Small Business (50 or fewer emp.)
Nov 10, 2022
 Source
Overall Rating:
4.5
CT
Caurdius T.
Sales Representative
Share
"EngageBay has facilitated me in excelling in a fast-paced environment, thus I am very satisfied."
What do you like best about EngageBay?

Being able to track every interaction with each client is just spectacular. I am outperforming larger businesses by myself with this platform. Thanks to EngageBay.

What do you dislike about EngageBay?

My only suggestion is the inclusion of other currencies such as Barbados in the West Indies.

What problems is EngageBay solving and how is that benefiting you?

One main challenge in my organization was the lack of digital tracking for cash customers. Such a challenge was quickly overcome with the utilization of EngageBay.

Small Business (50 or fewer emp.)
Nov 09, 2022
 Source
Overall Rating:
4.5
ŞK
şelha K.
Marketing And Business Development
Share
"Amazing Support and Great Price for Quality"
What do you like best about EngageBay?

I like the ease of use of the platform, very intuitive and now that they have changed design is even nicer! I also like how there is always someone available through the chat to support you and solve queries.

What do you dislike about EngageBay?

I wouldn't say I liked that at the beginning; we only had a 100 email limit to send, but the team helped me out effectively and gave me the correct instructions so that our limit could be increased.

What problems is EngageBay solving and how is that benefiting you?

Since we are still a scale up, we had troubles finding a tool that fit to our size, not only in features but also in pricing. And EngageBay solved this for us, its the platform we really needed!

Small Business (50 or fewer emp.)
Nov 03, 2022
 Source
Overall Rating:
4.5
CY
Chris Y.
Financial Planner
Share
"I have recommended to friends and they are also very happy"
What do you like best about EngageBay?

Customer service is available through the online link within the program. Everytime I have needed to ask a question I have been able to get an answer and solve my problem.

What do you dislike about EngageBay?

Does not automatically feed from Facebook - you need to use a third party app to make this happen.

What problems is EngageBay solving and how is that benefiting you?

Obtain leads via the use of online forms/landing pages, manage client lists and automate email campaigns.

Small Business (50 or fewer emp.)
Sep 19, 2022
 Source
Overall Rating:
4.5
Vivek S. avatar
Vivek S.
Founder
Share
"This is an Amazing product for Sales and Marketing team."
What do you like best about EngageBay?

I think all the features are great, majorly, the email sequence, this has helped me reduce my effort on follow-up, the lead creating and email automation on them is also a great feature.

What do you dislike about EngageBay?

Almost all the features that I am using are going well, however, I think calling features can be improved, once we make a call there should be a default note placed of the call made with the connection or not connected info.

What problems is EngageBay solving and how is that benefiting you?

This is a one-stop tool, earlier I use to have several tools for my marketing and sales team, but now this tool has helped me bring all my sales an marketing teams under 1 CRM, helping me track every action and my sales pipeline.

Small Business (50 or fewer emp.)
Aug 24, 2022
 Source
Overall Rating:
4.5
Syed S. avatar
Syed S.
Managing Director
Share
"Excellent CRM with rich tools"
What do you like best about EngageBay?

The EngageBay All-in-One Suite is full of features and excellent tools to manage customers, leads and conversion

What do you dislike about EngageBay?

EngageBay All-in-One Suite needed more documententation, FAQ and knowledgebase.

What problems is EngageBay solving and how is that benefiting you?

Managing customers with there requirement makes life easy for any sales team

Small Business (50 or fewer emp.)
Aug 04, 2022
 Source
Overall Rating:
4.5
RT
Raj T.
Marketing Manager
Share
"Excellent solution for for the marketing and sales needs at affordable price. Free plan available"
What do you like best about EngageBay?

Seriously the best all-in-one marketing platform I have ever come across. With features such as CRM, landing page builder, marketing automation, and live chat it makes our job interesting and fun.

What do you dislike about EngageBay?

The free plan has only a 500 contacts limit. it could have been at least 1000. Email templates could have been much better

What problems is EngageBay solving and how is that benefiting you?

For small and medium businesses who don't have any expertise in the online marketing world and who don't have a huge budget, this is the best tool to take advantage of all the marketing activities that you need to implement in a business. Your marketing and sales will become easy and fun once you learn how to take advantage of this tool.

Mid Market (51-1000 emp.)
Jun 16, 2022
 Source
Overall Rating:
4.5
DM
David M.
Web Specialist
Share
"Solid and Inexpensive All-Rounder"
What do you like best about EngageBay?

Ease of use is great, and it's really packed with features. Also is great for customising forms - source code is given so you're not locked into what they provide.

What do you dislike about EngageBay?

Reporting needs to be improved, along with the file repository.

What problems is EngageBay solving and how is that benefiting you?

It takes care of our email marketing (migrated from Mailchimp) and we rely on it heavily for all our website custom forms. We also use its live chat feature.

Small Business (50 or fewer emp.)
May 30, 2022
 Source
Overall Rating:
4.5
Salim M. avatar
Salim M.
Independent Consultant Investments & Business Development
Share
"User friendly plateforme and perfect for my needs"
What do you like best about EngageBay?

It's a user-friendly platform where you can store all your contacts and maintain the database up to date, avoiding having to deal with multiple Excel sheets. I only use Engage bay and it perfectly corresponds to my needs.

What do you dislike about EngageBay?

For the moment, everything is fine. I had to face once some technical issues but these have been dealt with fairly rapidly with an efficient support from the technical team.

What problems is EngageBay solving and how is that benefiting you?

It's the perfect platform to store contacts database and improves the management of these contacts. Especially when there are large quantity of information that needs to be stored

Small Business (50 or fewer emp.)
Apr 21, 2022
 Source
Overall Rating:
4.5
PC
Pauline C.
Small Business Owner
Share
"great customer service"
What do you like best about EngageBay?

very quick response time and always helpful

What do you dislike about EngageBay?

i run a small business and i am not a marketing or sales professional so there is a learning curve as with everything

What problems is EngageBay solving and how is that benefiting you?

email marketing and great landing pages

Small Business (50 or fewer emp.)
Feb 18, 2022
 Source
Overall Rating:
4.5
RV
Rob V.
Founder
Share
"Great value for money for startups"
What do you like best about EngageBay?

The combination of many powerful features in one affordable subscription really helped us out in the start-up phase of our company.

What do you dislike about EngageBay?

When you add a lot of users, things become to get a bit expensive.

What problems is EngageBay solving and how is that benefiting you?

We centralize all our marketing efforts, including helpdesk pages, in Engagebay.

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