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EngageBay CRM Software logo
EngageBay
4.6

( 216 )

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EngageBay Reviews: 4.6/5 — Highly Rated

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 Lighthouse?
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
Activity Tracking (calls, emails, meetings)
AI assistance (summaries, signal detection, scoring)
AI Call/Text Automations / Virtual Agent
AI Lead Scoring
API Access
API Access / Integration / Open APIs
API / SDK / integrations
API / Webhooks / Integrations
Appointment Scheduling
Automated workflows / task automation
Automation / Workflow Rules / Triggers
Bulk / Mass Email / Outreach
EngageBay Media
EngageBay video thumbnail
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EngageBay 1
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EngageBay - EngageBay Homepage
EngageBay Screenshots
EngageBay screenshot 1
EngageBay screenshot 2
EngageBay screenshot 3
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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: September 02, 2026
EngageBay CRM Software logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Nov 11, 2022
 Source
Overall Rating:
4.0
NV
Nisha V.
Marketing
Share
"Bob smith - tag help"
What do you like best about EngageBay?

all encompassing database and customer journey

What do you dislike about EngageBay?

daily sending limit, just very time consuming and un helpful with recording stats when sending out on differnt days

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

customer support have been great

Mid Market (51-1000 emp.)
Nov 10, 2022
 Source
Overall Rating:
4.0
Gajendra S. avatar
Gajendra S.
Manager Of Sales
Share
"I had a decent experience while using Engagebay at previous organization"
What do you like best about EngageBay?

The Engagbay is a user-friendly solution. The best of this solution is that I have a simple GUI, which makes the user experience very pleasant and as a user, I don't have to refer to any manual document to understand the solution it self explanatory.

What do you dislike about EngageBay?

There was nothing I didn't like about this solution since the experience was pleasant and so smooth that I could not recall that I had any bad experience or anything which I didn't like.

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

They are expertized in helping organizations to engage their customer at multiple touch points which are not paid attention to by the enterprise. By using this solution, enterprises have achieved high sales growth.

Small Business (50 or fewer emp.)
Aug 17, 2022
 Source
Overall Rating:
4.0
AA
Ali A.
Ceo
Share
"Best CRM and Ease to use"
What do you like best about EngageBay?

Ease to use Able to Track customers and leads Finance Foresee for leads

What do you dislike about EngageBay?

Limited access if not paid user. Some are confusing

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

I have not have chance to use full.

Small Business (50 or fewer emp.)
Jun 16, 2022
 Source
Overall Rating:
4.0
SR
Sonu R.
Business Head
Share
"Work Flow Automation by EngageBay"
What do you like best about EngageBay?

Sales automation feature, which solves a lot of problems and saves time. Like once you assign the task to your sales guy, you can see the real time status of the work done & because of this it improves efficiency of reporting and employee work.

What do you dislike about EngageBay?

Really tough to say what I didn't like in Engage because as of now all the needed tools are there at the moment. If we regularize this then we would be able to say about improvements.

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

By Automating sales, it solves most of the problem for the advertising companies like us. Other thans sales automation email sequencing is one of the most liked feature in our companies which helped in increasing efficiency of work.

Small Business (50 or fewer emp.)
May 15, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"I am new to the online space"
What do you like best about EngageBay?

It's robust and can provide most automated sequences you will need as you develop your online marketing.

What do you dislike about EngageBay?

Creativity in email templates - fonts specifically

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

Total automation and the specifics of detailed communications

Enterprise (> 1000 emp.)
Apr 19, 2022
 Source
Overall Rating:
4.0
PA
Philips A.
Marketing And Crm Specialist
Share
"A full-featured marketing platform"
What do you like best about EngageBay?

EngageBay is an all-in-one CRM software that enables you to store infinite contacts and build a strong relationship with your customers by keeping track of their details in one place. It possesses contact management and marketing automation features which save a lot of your time as you can automate all your marketing processes. It also offers other CRM tools like targeted marketing, workflow automation, automatic data entry and much more.

What do you dislike about EngageBay?

It can be a little bit confusing to use it for the first time because the software is with a lot of features but the customer support is always there to help you out. Its landing pages do not support a reuseable header and footer. It is also hard to edit e-mail templates and landing pages. Furthermore, additional E-mail purchases may also be expensive for you. Contact management should be improved. Social software analytics should also be Included. A calendar view can also be integrated straight onto the e-mail template. It will help their users a lot. Additional e-mail purchases should be made affordable.

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

One of the most beneficial things about EngageBay is that t provides complete free CRM with an automation platform, live chat and video template features. Furthermore, it is very easy to set up and its customer support is very responsive who are always eager to solve your implementation issues and all other queries.

Small Business (50 or fewer emp.)
Jan 28, 2022
 Source
Overall Rating:
4.0
KV
Krishnakumar V.
Marketing Manager
Share
"One of the best and affordable all in one crm software"
What do you like best about EngageBay?

Engagebay is having so many useful functions for sales and marketing campaigns yet at much affordable pricing range compared to other providers.

What do you dislike about EngageBay?

Can be added more email templates Better resending options in campaigns

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

I am able to send email campaigns to my subscribers I am able to create sign up forms I am able to manage leads more efficiently

Small Business (50 or fewer emp.)
Nov 16, 2021
 Source
Overall Rating:
4.0
VB
Vlad B.
Email Marketer
Share
"Marketing and Sales have joined forces. Here’s what works!"
What do you like best about EngageBay?

Customer Relationship Management is a powerful tool that allows businesses to understand who their customers are and why they shop. I recently started using this one, and I am super impressed. With features that go far beyond what I am expecting, this software provides a deep understanding of customers. The customer service team also solved my issue quickly. For both small and mid-sized businesses, I highly recommend it.

What do you dislike about EngageBay?

My previous CRM was difficult to set up. It required a lot of time and effort. This new one, on the other hand, is incredibly easy to use. You can import data from other systems, as well as get detailed help from customer service if you need additional guidance.

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

The automation and workflows in EngageBay are truly amazing. I’ve been using them for a while and truly believe they are an indispensable tool for any business to use. Another feature that makes Salesforce such a powerful CRM is its contact management, especially when combined with the template system. This is just one example of how you can improve your writing in a way that doesn’t require you to come up with completely new material.

Small Business (50 or fewer emp.)
Aug 17, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Lots of advanced features included in Free plan"
What do you like best about EngageBay?

This platform is perfect for the small business owner seeking an all-in-one platform for free and for reasonable paid plans. It is chocked full of advanced features that many do not offer until at paid plan level.

What do you dislike about EngageBay?

I found that the responsiveness to service was slow to respond, but that was likely due to the time zone versus a real service issue.

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

I was able to create all I needed to launch my online business: email automation, CRM, campaigns, automation, forms, and landing pages.

Small Business (50 or fewer emp.)
Jul 19, 2021
 Source
Overall Rating:
4.0
CP
Clayton P.
Business Development Manager
Share
"User Friendly CRM"
What do you like best about EngageBay?

We where looking for a easy to use CRM for our sales and marketing dpts. Tried various CRMs, Few where very complicated and a few didn't serve our purpose. Signed up for a free trail with Engage bay and tested the same on real time basis. Its user friendly and didn't have to request for a Demo. The UI and features are really very easy. Any one with basic knowledge will be able to understand it, Customize it as per thier requirement. I have recommend the same to all my sales divisions and so far everyone seems to be happy about it.

What do you dislike about EngageBay?

Noting during my testing phase. If I encounter anything will review it again here.

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

Lots

Small Business (50 or fewer emp.)
Jun 08, 2021
 Source
Overall Rating:
4.0
Daniel A. avatar
Daniel A.
Owner
Share
"Our experience with Engage Bay"
What do you like best about EngageBay?

Not provided

What do you dislike about EngageBay?

Not provided

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

Not provided

Small Business (50 or fewer emp.)
Apr 26, 2021
 Source
Overall Rating:
4.0
AH
Adam H.
Co Founder
Share
"Easy to use but powerful enough to meet my startup's needs"
What do you like best about EngageBay?

It has a robust feature set, and it "just works".

What do you dislike about EngageBay?

Lack of a "test" mode to try things out.

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

Managing leads from different places for my co-founder and me. We are both inexperienced with marketing and sales.

Small Business (50 or fewer emp.)
Feb 26, 2021
 Source
Overall Rating:
4.0
JH
James H.
Director
Share
"Exceptionally good all-in-one tool, does 99% of what I want it to do"
What do you like best about EngageBay?

The fact that I can run multiple businesses, on multiple domains, from one tool. This was critical to me and I love this feature. I also love the calendar synchronisation, the appointments feature (no need for Calendly) and the deal tracks (yes, tracks, plural - you can run multiple deal pipelines, each for different businesses if you want). Support is also very responsive and the package is great value for money.

What do you dislike about EngageBay?

So far, nothing particularly leaps out - it is, like many such tools, only as good as the info you can gather and the info you enter, as well as how well you use features. The email marketing feature, for example, seems brilliant, but I haven't even begun to use it yet. This is on me, not Engagebay. All in all, I am happy I signed up.

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

Running more than one business under the same software, without having to pay extra. This, for me, was critical.

Small Business (50 or fewer emp.)
Feb 23, 2021
 Source
Overall Rating:
4.0
Arjun G. avatar
Arjun G.
Founder, Ceo
Share
"Good Marketing Automation Tool for startups"
What do you like best about EngageBay?

It has lot of automation options and decent free on-boarding plans.

What do you dislike about EngageBay?

We had a few issues initially with integration with wordpress and support was a bit slow. But eventually it was resolved.

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

Managing newsletters and integration across platforms. So far we have setup our company integrated to our website using wordpress. The list creation is smooth and efficient. We will soon create newsletters as well.

Small Business (50 or fewer emp.)
Feb 09, 2021
 Source
Overall Rating:
4.0
LS
Leslie S.
P
Share
"Great all in one platform at a reasonable (all inclusive) price."
What do you like best about EngageBay?

The all in one functionality that includes sales, marketing and service, but mostly I like that the platform has a pricing model that isn't continually an upsell. You don't run out of emails or contacts or something else and are asked to upgrade only to run out of something tomorrow that you have to upgrade to as well.

What do you dislike about EngageBay?

For an all in one platform there isn't a lot to not like. Like any tech system there are quirks here and there and some functionalities are not super intuitive so you have to learn what these are and work through them. Their live chat icon often gets in the way of things :(

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

Predominantly we are using the platform for sales funnel creation with landing pages and forms to generate users from ad campaigns and then re-target those contacts we generate through engagement whether through email or other means.

Small Business (50 or fewer emp.)
Aug 21, 2020
 Source
Overall Rating:
4.0
SL
Shawn L.
Marketing Manager
Share
"The best marketing automation deal available!"
What do you like best about EngageBay?

Not provided

What do you dislike about EngageBay?

Not provided

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

Not provided

Small Business (50 or fewer emp.)
Mar 03, 2020
 Source
Overall Rating:
4.0
EW
Erik W.
Executive Director & Founder
Share
"All-in-one with a lot of promise"
What do you like best about EngageBay?

Having all your most essential business functions (sales, marketing, service) under one roof makes a lot of sense. Flick a button and you're in a different mindset. No need to log in to another system. This type of all-in-one product holds great promise for the future. EngageBay also offers excellent support. I was in contact with them on almost a daily basis during setup and they were always there for me. They care about the customer experience.

What do you dislike about EngageBay?

It's still a relatively new product. There are a few things that still need polishing, but to EngageBay's credit, they paid attention to everything I asked about, and fixed anything needing it.

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

Having a single point of focus, rather than multiple software vendors doing different things.

Mid Market (51-1000 emp.)
May 28, 2019
 Source
Overall Rating:
4.0
Eduard C. avatar
Eduard C.
Software Engineer
Share
"The best experience for marketing"
What do you like best about EngageBay?

The best experience I've had regarding email marketing. It is a very complete and intuitive tool, you do not need to spend a lot of time watching tutorials to be trained, you can use the tool as an expert from the first steps. You build meaningful relationships with your customers thanks to their CRM process. I can get information on every interaction I've had with my potential clients, it's fascinating. While I access my contacts, I can make a call to any of my contacts by simply clicking on the call icon.

What do you dislike about EngageBay?

I think it has no errors or negative characteristics. I think it is the most complete tool in the current market. I think they underestimate it and that it is a strong pillar to take into consideration.

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

Thanks to Engagebay we have been able to increase the opening rate of our email campaigns. We have also increased the number of our potential customers, the work becomes more fun using Engagebay. It satisfies the needs of our colleagues, easy to use.

Mid Market (51-1000 emp.)
May 20, 2019
 Source
Overall Rating:
4.0
Robert R. avatar
Robert R.
Software Engineer
Share
"The best tool for marketing, sales and service"
What do you like best about EngageBay?

I like EngageBay which is a new way of doing email marketing, in addition to a wide range of features that gives us as the complete personalization of your emails for your campaigns, I can also schedule the date and time of sending so that Nothing escapes him. Your support staff is quite efficient.

What do you dislike about EngageBay?

The only thing I could say in a negative way is that I think the prices are a bit high compared to the other software in the market. And sometimes in the editing process it slows down.

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

The company can better channel its potential customers, in addition to keeping our current customers happy. With EngageBay we have the tools we need in one place, we save time in the configuration and automation of email marketing. We are quite pleased to have it.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
4.0
LB
Letty B.
Quality Assurance Specialist
Share
"The best marketing tool"
What do you like best about EngageBay?

I have everything i needed to market my business. From gathering leads to nurturing them.

What do you dislike about EngageBay?

I think for the thing i need, everything is there and within reach.

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

Generating leads was one of the challenges we've faced. With engagebay, traffic are converted into possible leads, which is a lot helpdul and easier for us to market.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
4.0
DA
Divine A.
Founder
Share
"Stepping up the game with this convenient software"
What do you like best about EngageBay?

I like the whole process from lead generating to lead nurturing. It's everything a marketeer needs.

What do you dislike about EngageBay?

i have nothing that i feel like is lacking or least of this software. I'm provided of what i currently need and I'm satisfied with that.

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

It is efficient and easy to use.

Small Business (50 or fewer emp.)
Dec 17, 2018
 Source
Overall Rating:
4.0
CK
Chandni K.
Chandni Kohli
Share
"Great Marketing Tool for new businesses"
What do you like best about EngageBay?

Comprehensive marketing solution for new businesses and extremely affordable. The customer care team is extremely proactive and loves taking and implementing feedback provided to them. The platform is easy to use once you've got hands on experience with the tool.

What do you dislike about EngageBay?

A little difficult to use at first, however the team is always there to help and support. Requires a few more marketing analytic tools especially to understand your audience and message uptake.

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

We were facing a challenge in reaching out to our current user base, Engagebay assisted us in solving that issue instantly.

Mid Market (51-1000 emp.)
Oct 12, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Delighted that we have it"
What do you like best about EngageBay?

We have been using Engagebay as our email service provider for past 3 months. The product is easy to use and simple to understand. It's been very reliable. Our emails get through and we have been able to send a TON of emails. We store all of our graphics that we use in our newsletters on the site. We've never run into any hiccups with the use of this product.

What do you dislike about EngageBay?

I would like them to work on adding more responsive email templates and landing page templates. I would also like to see more reporting capabilities added.

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

We used many other marketing tools earilier, but we were not satisfied with those tools. Started using Engagebay before three months. As a result, we have a well-established system that removes part of the work of the marketing department.

Small Business (50 or fewer emp.)
Oct 08, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A good marketing automation platform"
What do you like best about EngageBay?

Engagebay is a good tool for creating simple HTML emails, nurture campaigns and lead scoring that provide your sales team with better overall leads. Overall the user interface is pretty nice for the creation of campaigns. Engagebay enables the use of templated landing pages and emails to make it easy to create messages and landing pages.

What do you dislike about EngageBay?

There are difficulties with integration. I must contact the support of the tool. But the support team works very well and quickly responds to the request. Before you start working with the service it is better to read the instructions, the interface is good but not all functions are immediately understood. In general, the service is good and multifunctional, it greatly simplifies the work.

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

We switched to Engagebay from another tool, since we had the opportunity to sell more than one brand, but here it is quite possible. We can also extract more detailed information about our customers and transfer them to our sales representatives more efficiently.

Small Business (50 or fewer emp.)
Jul 26, 2023
 Source
Overall Rating:
3.5
RW
Raimund W.
Founder
Share
"GREAT Support!"
What do you like best about EngageBay?

Its a very comprehensive suite at an excellent price. Not paying for things you dont need. It comprehensively handles our large email volume, GREAT support!

What do you dislike about EngageBay?

It does a poor job on link tracking. I can't pick contacts on the basis of links clicked. Hard to put together a list of repeat clickers.

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

Excellent HubSpot alternative

Small Business (50 or fewer emp.)
Nov 18, 2022
 Source
Overall Rating:
3.5
Thomas C. avatar
Thomas C.
Head Of Marketing
Share
"Great product, a bit pushy on the sales side"
What do you like best about EngageBay?

For those looking to just get started – in our case, we are starting a small software company, EngageBay offered the best value for their free plan that would allow us to scale in a way that minimized risk on our end.

What do you dislike about EngageBay?

I have been contacted insessently by sales. The most shocking element is that if you do not log in your account 1 time per week, they threaten to shut down your account. I could see 1 time per quarter or even per month. Becuase this is a side business we are running, I just don't need to be in there every week.

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

I needed a simple CRM to keep track of our sales calls and emails. Further, I wanted a platform that I could grow on if sales began to take off.

Small Business (50 or fewer emp.)
Feb 23, 2021
 Source
Overall Rating:
3.5
MS
Monique S.
D
Share
"Feature rich and great all in one"
What do you like best about EngageBay?

Lots of features to help do all I need in marketing sales and service

What do you dislike about EngageBay?

Sales flows could use fine tuning to be more functional

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

I am using it for marketing emails, campaign measurement and marketing reporting

Small Business (50 or fewer emp.)
Dec 14, 2018
 Source
Overall Rating:
3.5
GN
Gergely Csaba N.
Online Marketing
Share
"Decent rising star in harsh competition"
What do you like best about EngageBay?

The software does everything a small biz marketer needs, even sales functions.

What do you dislike about EngageBay?

It needs to be polished, the design is OK, but the email templates are just average or worse ):

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

A small biz marketing team is only 2-3 people, we need software that helps in every situation. With many roles, it's easier to maintain a single software.

Small Business (50 or fewer emp.)
Dec 08, 2018
 Source
Overall Rating:
3.5
Yasaf B. avatar
Yasaf B.
Owner, Ceo
Share
"Lots of potential, but still need a polish work"
What do you like best about EngageBay?

I signed up for EngageBay because I of their CRM features. It has so many promising features like tracking deals, contacts, list, email marketing and automation. I like that I can manage all marketing in my business in one place + Integrate with Zapier.

What do you dislike about EngageBay?

At the time of writing it looks as if the product is not polished enough. I am having glitches with sequences and email marketing automation, plus Zapier integration doesn't include deals yet (expected soon). Support is great answering all my question and fixing all the problems I encounter, but still it looks like some job is still missing.

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

I get to run all my marketing activities in one place, and integrate with Zapier

Small Business (50 or fewer emp.)
May 18, 2023
 Source
Overall Rating:
3.0
Lee-ann D. avatar
Lee Ann D.
Digital Marketer
Share
"EngageBay is a full automated marketing automation software"
What do you like best about EngageBay?

Engagebay has all the features necessary to automate your marketing for small to medium businesses. They have a fast range of features

What do you dislike about EngageBay?

I find the backend clunky and I feel like the design of the backend does not flow like other competitors

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

Engagebay is providing a one stop solution for companies that needs marketing automation at a very reasonable price.