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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: March 26, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Dec 21, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great product and service! I highly recommend it."
What do you like best about EngageBay?

That I can do everything on one platform.

What do you dislike about EngageBay?

There is nothing I dislike. I think everything is awesome!

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

Generating leads and managing customers.

Small Business (50 or fewer emp.)
Nov 21, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great value for all of our CRM needs"
What do you like best about EngageBay?

EngageBay is an excellent alternative to all the other CRM solutions on the market. It was an easy choice for us when we saw that the product had all the needed functionalities at a fraction of the competitor's price. It's a flexible, intuitive, and easy-to-use solution for marketing and sales. Especially the automation functions are excellent. I'm also very impressed with the customer service. They are quick to reply and fix problems.

What do you dislike about EngageBay?

The Service Bay still lacks some functionalities that we need, so we have to use an alternative solution for that at the moment. It would also be great to have better integration with social networks.

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

Market and sales automation (e-mail, sequences etc.), web forms, pop-ups, live chat, task management, appointment scheduling software and 360-degree customer view are popular functions for us. It helps us build stronger relationships with our customers and free up time with automated processes.

Small Business (50 or fewer emp.)
Nov 11, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Best package for our CRM needs"
What do you like best about EngageBay?

EngageBay is an excellent alternative to all other products in its market. SalesForce and HubSpot were way too expensive and complex for us. Conversely, EngageBay is very affordable, flexible and easy to use. We use it primarily for marketing and sales automations, but we also wanted something that had a service module rolled in. We found few genuine competitors to it, and we looked for many months. I have also found that they use the chat function on their website for support and usually respond within a few minutes. It works well and is much better than trolling through a Knowledge base looking for an answer.

What do you dislike about EngageBay?

Forms should have more options to customize, otherwise it's exactly what we were after.

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

Marketing automation, service desk and related analytics.

Small Business (50 or fewer emp.)
Nov 09, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent Value for a Comprehensive Marketing Suite"
What do you like best about EngageBay?

EngageBay offers comparable functionality to ActiveCampaign for a fraction of the price. The interface is straightforward and easy to use, which made the transition relatively painless. Plus, whenever we've encountered issues, the technical support team has been incredibly responsive. They often resolve the issue during the chat; if not, they typically provide a solution within one or two business days--even when the solution requires coding.

What do you dislike about EngageBay?

The system feels somewhat young (although it's growing up quickly!). For instance, the supposedly responsive, mobile-friendly templates really weren't. Still, once we brought this to the team's attention, they fixed the issue, and the new, responsive templates populated throughout the system. Overall, the templates seem clunky and not as sophisticated to use as, say, Mailchimp, but the platform is far more robust. Also, the navigation can be challenging. I always struggle with locating the email autoresponders, which are embedded in a specific workflow and not editable elsewhere.

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

We're using EngageBay to track conversions for website landing pages and to send automated emails for site visitors who take specific actions. We also use it to send out email campaigns segmented for different audiences.

Small Business (50 or fewer emp.)
Nov 03, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"So glad I switched from Mailchimp to EngageBay"
What do you like best about EngageBay?

The customer service at EngageBay is mind-blowingly good. I find the templates super easy to use. It's drag and drop and the side bar is intituive for your edits.

What do you dislike about EngageBay?

I don't love that your first email can only be sent out to 100 users. I understand why they do it, but when you send your first email, you want to get going!

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

I wanted something that did multiple actions in one place: a landing page for an event/product, a platform for regular e-blasts and sign up forms for events, lists, etc

Mid Market (51-1000 emp.)
Sep 12, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"“If you can dream it, you can do it, By SAS"
What do you like best about EngageBay?

Online campaigning the roles fine solution it's easy

What do you dislike about EngageBay?

CRM costs are Want be common for every country

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

Email marketing

Small Business (50 or fewer emp.)
Apr 07, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great Support"
What do you like best about EngageBay?

Automation to create systems so engage with customers.

What do you dislike about EngageBay?

No ad network integration with facebook or google ads for easy tracking

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

Automation - engagement - and conversion

Small Business (50 or fewer emp.)
Sep 15, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Powerful platform with a free plan to start the marketing journey"
What do you like best about EngageBay?

The Engagebay platform offers powerful features for multiple marketing needs. The Platform offers a free plan to start with and packs in a lot, even in the free program (unlike other platforms). The platform has verstaile features from Landing Pages, Email Autoresponders, Templates, CRM, Web Pop-Ups and much more. The platform is extremely user friendly.

What do you dislike about EngageBay?

The Basic Plan should have included one Marketing Automation sequence.

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

The platform offers multiple features which help to run a 360-degree marketing campaign with Engagebay.

Mid Market (51-1000 emp.)
Sep 09, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Sophisticated All in One CRM Software"
What do you like best about EngageBay?

The price for the product is great. It is easy and fast to use.

What do you dislike about EngageBay?

Manual Optimization of the pages for mobile phone and No SMS function

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

Easy management of information with improved sales and powerful marketing software

Small Business (50 or fewer emp.)
Aug 05, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Sales and marketing made easy with Engagebay"
What do you like best about EngageBay?

What I like the most about Engagebay is that it has made work easier for me as a salesperson. Before using Engagebay, I had to manually store and keep all my leads, prospects, and customers in a spreadsheet, which was time-consuming and did not give me enough time to focus on the most essential things in my line of work.

What do you dislike about EngageBay?

So far, I love everything about Engagebay because it had made my job more manageable than it was before I started using it.

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

I work as a Sales Development Representative at a Sales agency company. Engagebay has helped me manage all my leads, prospects and customers, and has made my sales pipeline and sales funnel manageable. It has also helped me and the marketing team to be in sync in all our activities and be able to provide a seamless customer journey.

Small Business (50 or fewer emp.)
Aug 03, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great experience so far"
What do you like best about EngageBay?

The customer service is amazing!!!!!!!!! There is a smaller family feeling with them and they haven't let me down yet when there was a problem

What do you dislike about EngageBay?

you cant read the notes for a customer in the mobile application

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

still resolving some problems so i havent seen benefits yet

Small Business (50 or fewer emp.)
Mar 01, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Finally an all-in-one SOLUTION that will help me get more clients!"
What do you like best about EngageBay?

I like having the ability to handle all of my marketing needs in one place and receive the necessary analytics. It is truly invaluable! I love how simplistic, yet robust this application is. It has really taken me to another level as a small business owner. The support is phenomenal. Anytime I have questions, the Support Team is super responsive!

What do you dislike about EngageBay?

I really wish there were better interactive training tools to learn while doing. However, EngageBay is perfect for what I need to grow my business.

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

Email list building is my biggest priority and now that I am using EngageBay it is starting to grow and expand my reach.

Small Business (50 or fewer emp.)
Feb 23, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"User Friendly and has Everything I Need"
What do you like best about EngageBay?

The intuitive interface makes it super easy for me to navigate and teach myself the ropes

What do you dislike about EngageBay?

There aren't as many free educational resources as other CRMs. The email template designer can be a little finicky.

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

We're merging our sales, marketing and customer service CRMs. That was our main goal. We also wanted to automate our marketing emails.

Small Business (50 or fewer emp.)
Feb 15, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Patient help and support 👍"
What do you like best about EngageBay?

I am new to Engage Bay and have been amazed by the patient help had support I have received from the Team. This is a new platform to me and their support is Greatly Appreciated...

What do you dislike about EngageBay?

I am a new user and need more attention than experienced users of this platform. I would like to see more "getting started" video's going through each module with more emphasis on the step by step actions for each feature available. Need a "Engage Bay for Dummies" version.

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

As stated I'm a new user and just implementing the system. My expectations is to become more organized and efficient.

Small Business (50 or fewer emp.)
Apr 16, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"EngageBay - an app that can provide the best contact with your customers "
What do you like best about EngageBay?

Are use EngageBay for most things that include a sales pipeline, CRM, Appointment scheduling, and task management. It is amazing that one app can truly do as much as this application can do. What puts this application above many others has is the customer support they receive from the developers. First off they’re always releasing new features. These features are almost always stable. Second, the features really enhance the product themselves… They don’t just become loaded features that aren’t related like some other apps do. I’m excited to see you with this application can go, since it’s newer than most.

What do you dislike about EngageBay?

The thing I like the least, is waiting for all of the new updates. Though, they’re so quick to release them that’s mostly my own issue.... so it’s not really a dislike. These folks rule

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

The business problems that I have that have been solved using this application, were consistently being able to reach out to my customers on a timely basis, and make them feel listen and heard. I recommend the software to any client that I work with because it’s so good and what it does.

Small Business (50 or fewer emp.)
Jan 04, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"All In One Marketing Funnel"
What do you like best about EngageBay?

The ability to create landing pages and import URLs makes it so easy to create funnels. I love how the email marketing automation and funnel builders are all in one place.

What do you dislike about EngageBay?

nothing really. I love that they are adding more integrations and landing page templates.

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

Creating funnels fast and connecting them to an email auto-responder.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Decent Tool"
What do you like best about EngageBay?

What I liked most about the application is its diverse functions / capabilities.

What do you dislike about EngageBay?

The least I like about the application is its time it took to get around but it is justifiable by how helpful it is.

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

Automation of the overall tasks. Social media and CRM.

Small Business (50 or fewer emp.)
Dec 14, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"A great growth hacking SAAS!"
What do you like best about EngageBay?

So far the functions available are all a must for a marketer... Contacts, Forms, Landing Pages and Email Campaigns/Automation => all you need to gowth hack any business. The landing page creator is what I like most - all is just drag and drop and no technical knowledge required.

What do you dislike about EngageBay?

There was one instance that my account was suddenly downgraded to a free plan... But the support team was fast enough to upgrade my account back in just a few minutes. So far I do not see any red flags.

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

Automating the lead generation activitiy for sales to have a continious flow of prospects...

Mid Market (51-1000 emp.)
Dec 12, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great Platform for Marketing and sales efforts"
What do you like best about EngageBay?

Multiple options to simplified the efforts Lead generations tools, Email marketing, Landing page builder

What do you dislike about EngageBay?

Its enough for now, I will definitely suggest this to few more connections.

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

Simplified my works everything available in single platform.

Small Business (50 or fewer emp.)
Jan 08, 2024
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"New to EngageBay CRM, but not to CRMs in general"
What do you like best about EngageBay?

I like the automation and workflow features the best. Other services are also appreciated like maintaining the contact list.

What do you dislike about EngageBay?

There is a learning curve yet the support folks are amazing and wonderful in helping every step of the way.

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

This CRM provides features that I did not have before particularly in terms of automation, workflow, and sequencing communications.

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