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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
EngageBay Categories on Findstack
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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
  • 'Robustย โ€˜free foreverโ€™ย 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 donโ€™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: November 19, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Apr 06, 2021
 Source
Overall Rating:
5.0
Lisa L. avatar
Lisa L.
Founder
Share
"OUTSTANDING!!!"
What do you like best about EngageBay?

I am blown away by the overall ease of use, the suite of features, and customer service! I spent 2 full days researching all the CRM's out there, and this one did all I needed and SO much more for the least amount of money. Perfect for the Solopreneur!

What do you dislike about EngageBay?

Honestly, nothing. It does require a learning curve, but that would be the same for any CRM when setting it up, but the support has made even that less of a chore for me.

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

The automation and workflows combined with the contact management are a godsend. I also used the templates more than I thought I would.

Small Business (50 or fewer emp.)
Mar 02, 2021
 Source
Overall Rating:
5.0
Alex W. avatar
Alex W.
Marketing Director
Share
"Very helpful CRM service"
What do you like best about EngageBay?

The Email automation features that allow me to map out the campaigns

What do you dislike about EngageBay?

I had some issues linking URLโ€™s in my campaigns but support helped me fix

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

Automation campaigns to leads

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 26, 2021
 Source
Overall Rating:
5.0
AP
Allan P.
Technology Consultant
Share
"Easy onboarding and utilisation of the marketing suite"
What do you like best about EngageBay?

The chat to crm integration. The customised meeting schedulers are great with automated emailers. Syncs to calendars are great. The integration with the email gateway for reminds is well done.

What do you dislike about EngageBay?

Chat notifications need to be resolved faster. Need to work on getting notifications immediately to mobile app users.

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

Exit intents being utilised to convert to meeting schedules.

Small Business (50 or fewer emp.)
Feb 25, 2021
 Source
Overall Rating:
5.0
GS
Glenn S.
Internet Marketing Strategy Advisor / Owner
Share
"Best Unknown Marketing Automation Platform"
What do you like best about EngageBay?

Comprehensive suite of applications combining crm, marketing, and service applications under one umbrella. Well designed and easy to navigate between the 3 applications. A lot pf power under the hood too for the more advanced marketers. It's logical next step after the basic Mailchimp products where they just added functionality over time and then you had a big mess! To get started, it is as easy as it gets!

What do you dislike about EngageBay?

I'd like to see more visual dashboards come into play. The ones now out of the box are good, but maybe the idea to build your own view and have more flexibility as to how you see the data would be cool. And I never was able to get SMS working, so a more complete solution for text marketing would be nice to see.

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

3 tools replaced by one. Saved money too. Forms on social media and websites. Basic use now for email broadcasts, but will be setting up automations and email sequences for my new business to educate new users.

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
Mark Y. avatar
Mark Y.
Independent Insurance Agent
Share
"Everything I expected and more!"
What do you like best about EngageBay?

Engage Bay has all the tools I need and the service levels allow me to pay only for the tools I use. The application is intuitive and easy to use and on the few occasions I needed help it was immediate through the chat system. The chat support is the best I have experienced. Engage Bay exceeds my expectations. Thanks and hats off to the Engage Bay!

What do you dislike about EngageBay?

I am a sole proprietor and nobody at Engage Bay works on the tasks I put in the system, lol. The tasks all wait for me to take action.

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

Keeping track of all my prospect and client conversations with notes and email. It is very easy to create outstanding landing pages and forms for online ads.

Small Business (50 or fewer emp.)
Feb 15, 2021
 Source
Overall Rating:
5.0
Anand R. avatar
Anand R.
Ceo
Share
"Engage Bay All in one Suite is a great product with awesome support"
What do you like best about EngageBay?

I have been using Engage Bay for over 2 years now. Its a great product with features for every budget and a totally scalable software. Most of all the product is flawless and the customer support is prompt and efficient. I would highly reccomend engage bay to all.

What do you dislike about EngageBay?

Really cant think of anything to dislike.

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

Well with engage bay i am able to automate all my email campaigns with great templates and sequences. I use the pop ups embed for leads. The reporting is also great. I even like the automations and workflows that engage bay offers.

Small Business (50 or fewer emp.)
Feb 15, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Patient help and support ๐Ÿ‘"
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.)
Feb 11, 2021
 Source
Overall Rating:
5.0
TM
Trevor M.
Director
Share
"Engagebay wins over Hubspot"
What do you like best about EngageBay?

The Engagebay All-in-One suite offers exactly what is says; All-in-One Marketing, Sales & CRM with automation and workflow capabilities. This means it is a very efficient and scalable platform for SME's as they grow their business. The combination of automation and workflow means that SME's can perform as effectively as Large organisation without the burden of dedicated resources required to integrate component capabilities across multiple platforms.

What do you dislike about EngageBay?

Still early in the implementation but any questions or issues on how to have quickly been answered by the support team via the chat.

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

As a relatively new entity, we have explored lots of 'free' products but they tend to offer limited or specific capabilities i.e a CRM or a Marketing platform, which means we spend a lot of time trying to integrate disparate solutions in to one. We also spend a lot of time building automations across these systems, only to find that you have to upgrade each disparate system to enable the functionality. Engagebay is enabling us to centralise our efforts from Marketing, Sales, and Post-sales support out of the box, saving us Time and money of managing disparate subscriptions, upgrades and integrations.