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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: January 08, 2026
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Nov 03, 2022
 Source
Overall Rating:
5.0
MP
Melissa P.
Marketing Liaison
Share
"Superb program!"
What do you like best about EngageBay?

Support is amazing. Timely, consistent and solves issues within an extremely short time frame. This is rare to find.

What do you dislike about EngageBay?

Would like to see more templates for emails and landing pages. Also, the ability to change images' opacity would be good.

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

EngageBay has made a program more straightforward to use than the overly complicated comparisons. Easy to use, so I spend less time maintaining it.

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.)
Sep 05, 2022
 Source
Overall Rating:
5.0
CE
Caroline E.
Marketing Consultant
Share
"Truly an all-in-one tool"
What do you like best about EngageBay?

The simplicity to manage contact lists, to send an emailing is really very fluid, the creation of emailing is super intuitive

What do you dislike about EngageBay?

It is a tool that takes time to learn, but it is very powerful

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

Thanks to Engage Bay, we can now do everything with the same tool: follow the commercial aspect (contact, sales, follow-up), the marketing aspect (creation of e-mailing, sending of newsletters, management of several brands on the same platform). In addition, we can have excellent reporting, which allows us to analyze our data quickly and adapt ourselves to our customers.

Small Business (50 or fewer emp.)
Aug 09, 2022
 Source
Overall Rating:
5.0
SO
Steve O.
Internet Marketing Evangelist
Share
"Super Value, Super Service"
What do you like best about EngageBay?

1 - Comprehensive set of tools 2 - Inexpensive 3 - Over the top customer service

What do you dislike about EngageBay?

One-to-one emails are a little clunky, but that's not really the role of the system

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

I work with a citizen's group that meets weekly. It's super simple to sign up new members, and the email and text broadcasts are easy to set up. And when I want to do something new, or I just forgot how to do something I don't normally do, support is quick to remind me or send me correct link.

Small Business (50 or fewer emp.)
Jul 28, 2022
 Source
Overall Rating:
5.0
Brenda  P. avatar
Brenda P.
Online Marketing Executive
Share
"Excellent CRM platform !!"
What do you like best about EngageBay?

EngageBay is an excellent platform for storing all of your client data. It shows a great view of all customer data, with different interactions and time, and also all the files are stored in one place with easy access, role management etc. So it helps a lot in organizing work like you don't have to go back to your Excel sheets anymore.

What do you dislike about EngageBay?

It's great but it can add some more integrations, they said they're adding as we speak.

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

Lead generation, Email marketing

Small Business (50 or fewer emp.)
Jul 28, 2022
 Source
Overall Rating:
5.0
JT
Jane T.
Marketing Manager
Share
"Adequate Tool For Marketing combined with CRM for any organisation"
What do you like best about EngageBay?

Simple and easy to use for any novice user It has all the tools needed for on organisaton to manage their marketing and customer interaction The product stands out compared to the competitors as a product offering

What do you dislike about EngageBay?

The workflow editor can be made more simple so that any user can understand it The video tutorials are many and can be more organised based on user requirements

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

It is an excellent CRM that helps us to manage our customers and plan our roadmap. The team feels more productive since the simplicity and ease of use of the product

Small Business (50 or fewer emp.)
Jul 13, 2022
 Source
Overall Rating:
5.0
Edo M. avatar
Edo M.
Owner
Share
"Interesting and usefull combination of CRM and e-mail marketing tool"
What do you like best about EngageBay?

It's very useful that You have a package with the most important tools as CRM and email marketing service as one service. Workflow is much easier, data flow is simpler and results are more visible. CRM has many options that You can only dream about in some other online solutions. The file repository is a nice touch.

What do you dislike about EngageBay?

Not so much but some polishing should be done (procedure, user interface,..). Icons in Activities are without explanations and could be done better, Workflow editor is really confusing.

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

As we are starting to offer our business product on the new market, All-in-One Suite is helping us to find new business partners much easier than combining different services. One dashboard for all needs, CRM and email marketing, perfect for all our needs in new markets.

Small Business (50 or fewer emp.)
Jun 27, 2022
 Source
Overall Rating:
5.0
Marek L. avatar
Marek L.
Owner
Share
"EngageBay is the perfect CRM for our business"
What do you like best about EngageBay?

A very powerful and complete set of tools that manages our complex workflows for customer acquisition. Great and responsive customer support. They are quick to resolve any issues and walk us through the solution. The customer support makes EngageBay the perfect solution for us.

What do you dislike about EngageBay?

The landing page feature, although nice to have, cannot add code to the page header. This makes it useless for us, as we can't integrate our shopping cart "Peek Pro" onto the page.

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

Created an automated workflow for bringing in ticket sale orders, and tracking customers as they proceed through our pipeline.

Small Business (50 or fewer emp.)
May 14, 2022
 Source
Overall Rating:
5.0
DD
Doug D.
I Wear All The Hats
Share
"They actually treat me like they want my business"
What do you like best about EngageBay?

There are so many features that I didn't even know I would want / need and then right about the time I realize I need / want it, I find already part of the solution.

What do you dislike about EngageBay?

I'm finding the self-serve documentation to be a little thin. There is a plethora of video tutorials etc that get you up and running but the more detailed stuff doesn't seem to have documentation depth. Perhaps it is because they want to assist with things beyond the usual.

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

Email marketing, Marketing funnels, sales funnels, opt-in funnels, funnels, funnels, funnels, landing pages, opt-in forms, customer relationship management, end to end integrations from lead magnet fulfillment to sales lead to actual sales (physical and digital) to shipping and fulfillment and customer support. I'm sure I'm leaving something out.