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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: January 02, 2026
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Apr 18, 2022
 Source
Overall Rating:
5.0
ZK
Zubina K.
Programme Manager
Share
"Amazing customer support and system is super super easy to navigate."
What do you like best about EngageBay?

customer support, chat feature and email sequences

What do you dislike about EngageBay?

Nothing actually, I think it would help if engage bay can support surveys

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

Email marketing and database management

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.)
Mar 16, 2022
 Source
Overall Rating:
5.0
Giuseppe B. avatar
Giuseppe B.
Ceo & Founder
Share
"The Best CRM Experience!"
What do you like best about EngageBay?

all the process are made tailor suited for the customer. the customer service give you everything you need! It's really amazing! I come from keap and this is the best crm experience i ever had!

What do you dislike about EngageBay?

Nothing, but i think can do it a better iphone app!

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

Simple made crm experience! this is the best crm and automation saas!

Small Business (50 or fewer emp.)
Mar 08, 2022
 Source
Overall Rating:
5.0
JP
Jim P.
Salesperson
Share
"After Evaluating 32 CRMs, I Chose Engage Bay"
What do you like best about EngageBay?

It''s funnel builder is one of the best and I have used Kartra and Clickfunnels. I love the Kanban Task view. Their support is phenomenal. They fixed 3 of my problems within a couple of days. They also answer functionality questions and stayed on a chat with me for about an hour until I had my personal domain fully configured. I love the Chrome plugin that allows me to add contacts at the click of a button in Linkedin and Gmail. I also love the "Activity" and "Source" information kept with each contact. I love the Calendar/Appointment feature with the Zoom integration. It allowed me to replace Calendly and provides better tracking.

What do you dislike about EngageBay?

The conversational mailbox is missing a few things. For example, if I want to reply to a message I already sent to a contact as a follow-up, I have to copy their email address and paste it in the "To" field. Other CRMs would auto-fill it just by me typing the contact name in the "To" field or it would pre-populate it with the Contacts default email Id. Also, any contacts added by the Chrome plugin do not trigger an event so you cannot launch an automation from these contacts. Have to manually start it.

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

Freed up a lot of my time where I was managing the day-to-day admin activities so I can spend more time on calls and zoom calls with potential customers. * Lead generation funnel (replaced Kartra which had replaced Clickfunnels). Now everything is integrated. * Contact management and follow-ups (Replaced Hubspot) * Lead nurturing with drip email campaigns (Replaced Mailchimp or any autoresponder) * Marketing automation (Replaced Mailgun) * Appointment scheduling and tracking (Replaced Calendly) There are more benefits/features I plan on taking advantage of. I just haven't gotten to them all yet (e.g SMS and Call integrations)

Small Business (50 or fewer emp.)
Feb 22, 2022
 Source
Overall Rating:
5.0
JR
Josh R.
Educator
Share
"Awesome all in one sales CRM."
What do you like best about EngageBay?

I have ported three times in the last year to different providers; this is the best. The marketing growth package is perfect for small businesses. Bob Smith ANd Andy Roberts are excellent service assistants, and the in-system chat is amazing

What do you dislike about EngageBay?

Nothing yet. I am a bit frustrated that it takes about a week to warm up your account to send thousands of emails, but I understand that they do it to keep their server scores high.

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

Multiple platforms to manage leads.

Mid Market (51-1000 emp.)
Feb 13, 2022
 Source
Overall Rating:
5.0
Saurabh R. avatar
Saurabh R.
Business Development Manager
Share
"EngageBay Marketing Automation"
What do you like best about EngageBay?

EngageBay is the most useful marketing automation and it is one stop solution for marketing

What do you dislike about EngageBay?

There is nothing you can dislike about this product.

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

This is one of the best tool for marketing team which makes everyone effective and efficient.

Small Business (50 or fewer emp.)
Nov 10, 2021
 Source
Overall Rating:
5.0
Shivansh S. avatar
Shivansh S.
Trainee
Share
"Best All In One Tool For Email Marketing"
What do you like best about EngageBay?

I'm a blogger, and this tool provides all the features for email marketing that one essential need for FREE. I have used many email marketing tools, and this was one of them. It doesn't provide only email marketing service, but it offers many benefits, but I use it for email marketing.

What do you dislike about EngageBay?

I saw some of the pro users have reviewed some CONS for this tool, and YES, It may be true, but if you are a medium blogger who needs the best email marketing service, you can go for it. I didn't see any CONS in this tool for bloggers.

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

Since I'm a blogger, I use this tool for my email marketing. It provides all the required features for email marketing. I send emails to my customers through this tool, and It works like a charm.

Small Business (50 or fewer emp.)
Oct 30, 2021
 Source
Overall Rating:
5.0
RO
Richard O.
Chief Executive Officer
Share
"Honest Review after using EngageBay"
What do you like best about EngageBay?

I like engage bay because of its simplicity in terms of interface which makes it quite easy for even new users to use it. Engage bay also offers a free package for anyone who would like to use it. I highly recommend this software as it has helped me in marketing my products and services.

What do you dislike about EngageBay?

So far from an honest heart, I have not come across anything that will make me leave or change my mind from this amazing software.

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

I collect leads since am selling e-books, it's easier to design a landing page with their services and the process is simple and straightforward. I have managed to sell a couple of books from the landing page I created with Engagebay. I am also able to track my email leads which is very good for me.

Small Business (50 or fewer emp.)
Oct 15, 2021
 Source
Overall Rating:
5.0
HM
Hans M.
Cmo
Share
"EngageBay, exceptionally easy to do, follow and report.."
What do you like best about EngageBay?

The product is sufficiently natural, easy to use, processes are handy to find and you just have to enjoy it. The Support Team is just the top of the line, there none questions to left behind and this makes this software a excellent choice.

What do you dislike about EngageBay?

This is undeniably challenging to reply to, maybe the lack of seamless integration of Marketing and Sales templates, at the end they are in the same repository. The only minimal recommendation would be to adapt designing experiences of Mailchimp's or Systeme.io's template building core.

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

My every day requires an endless and careful following of the organizations and people along with a promoting excursion of multiple stages and updates for each customer, which in EngageBay, are exceptionally easy to do, follow and report.

Small Business (50 or fewer emp.)
Oct 06, 2021
 Source
Overall Rating:
5.0
LW
Larry W.
President, Ceo
Share
"Complete 360 Software"
What do you like best about EngageBay?

The power of this software is what we like most. We can run our complete marketing and CRM process with Engage Bay. Sequencing and automation features make this an unbelievable value for us.

What do you dislike about EngageBay?

The UI can use an upgrade and would like to be able to edit colors

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

we can harness the power of scheduling meetings and calls with the system that is a very useful part of the software. it's just so many problems we have solved. it's really a top-end tool!!