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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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Ask Questions about EngageBay
What EngageBay is best for?
How does EngageBay compare to Pipedrive?
What are the pros and cons of EngageBay?
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
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EngageBay Screenshots
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EngageBay Homepage
EngageBay Homepage
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: February 12, 2026
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 09, 2023
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Powerful Marketing, Sales and CRM All-in-One Online Tool"
What do you like best about EngageBay?

What I love best about EngageBay is you can create contacts just by importing your CSV file. You can also create Marketing Campaigns and monitor them at the same time. Analytics in Dashboard is very useful in getting information on sent campaigns versus bounces, spams, and unsubscribes.

What do you dislike about EngageBay?

So far it is very useful, nothing to dislike.

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

EngageBay Suite solves our problems for database repositories and monitoring email marketing campaigns.

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 28, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Excellent experience with the Support Team"
What do you like best about EngageBay?

As a first time user of your platform, I needed assistance a couple of times and I engaged with Charles T. He was absolutely helpful at all times, guided me through the process and in fact also checked in to see if was successful. Now, thats what you call professional service. I was also only allowed to send 100 x emails based on our package but received an exception to send out over 400 - this is what you call excellent customer service.

What do you dislike about EngageBay?

Not able to give you my feedback on this as its all still pretty new to me. I would be great if you could add more business focused templates that we can utilise by merely tweaking.

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

Once again, still new to me but will definately be using it more going forward

Small Business (50 or fewer emp.)
Nov 28, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"A great price for a well featured product"
What do you like best about EngageBay?

I like that it has most of the features of the most popular CRM's but at a fraction of the cost. We were paying 5x more for a popular alternative so it is a no brainer in that regard.

What do you dislike about EngageBay?

It is missing a few features that the more premium CRM's have but at this price you just cannot complain.

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

It is solving our CRM needs and email marketing needs. The builder for emails and landing pages is very easy to use and an improvement on others I have used.