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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
EngageBay video thumbnail
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EngageBay - EngageBay Homepage
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 28, 2026
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Apr 14, 2019
 Source
Overall Rating:
5.0
Jo Q. avatar
Jo Q.
Small Business Owner
Share
"Impressive Software!"
What do you like best about EngageBay?

It has a lot of features. Almost all of the features work as I expect it to. When you visit their site it says it is a complete platform and honestly, you will only need 3 to 4 more features and you can really say it is a complete platform where you can do your business. Anyway, there are a decent number of working features that prove really useful.

What do you dislike about EngageBay?

Not all of the features work as I expect it to. I think it is just fair that I will give them a chance to improve the product since they are fairly new compared to others. I can also see that they are working fast on improvements and upgrades

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

Having to do almost all the processes we need to do under one platform. Especially considering that it is more affordable than similar software with as many features. I am not really expecting much when I tested it. But, I am really glad it works so well despite the low pricing.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Ian C. avatar
Ian C.
Poultry Merchant
Share
"Exceptional!"
What do you like best about EngageBay?

I really like the idea that Digital Marketing, sales and service feature is combined into one platform and even powered by automation. The system enabled you to create a full cycle automation that can cover Marketing, Sales and Service and connect each one. The team that handles EngageBay is really accommodating and takes user opinion seriously to improve personal experience.

What do you dislike about EngageBay?

I am not really sure what I do not like I think more native integrations are needed. More support documentations are also needed. The youtube videos are good but it will be better to have a page containing the contents and properly sorted for ease of use.

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

We were able to use one system for all of our Digital marketing needs. Not only that, it gave us the ability to automate our digital marketing but sales and service as well and even make all the platform connect with one another. It also integrate easily with some of our essential tool whether be it native integration or via Zapier. The tool is really great. Above all, we were able to get all these features in a very affordable price.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Alvin B. avatar
Alvin B.
Digital Sales Specialist
Share
"Excellent Digital Marketing Tool"
What do you like best about EngageBay?

It has all the feature I need to do the campaign I designed. It has email automation, Landing pages that I can customize on a code level. It has Inline and pop-up forms. I can manage my social media and so many more. What I like above all is the fact that I can talk to the team if there are certain features that can be added in the system. As long as it is feasible, they welcome it.

What do you dislike about EngageBay?

There are certain features that cease to work from time to time. It doesn't impact much of my campaign but it will be good to keep the tool working. In fairness to the EngageBay team, they fix things fast. But, I really prefer to encounter less problem or none at all

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

I am able to do all the things I need in one platform. It really makes monitoring maintenance, strategy development a lot easier. We do not have to learn a lot of tools and if there issues, we simply have to contact one support and they can cover all issues internal to the system. It is really convenient that way.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Elmer D. avatar
Elmer D.
Team Lead
Share
"Definitely Awesome!"
What do you like best about EngageBay?

The tool is a complete software that covers everything I need. From Marketing, Sales and even service. It is easy to use and understand and has a lot of features that are really very useful to me. I am just glad I do not have to pay for several tools and use them together. Instead, I was able to find this tool and effectively implement the strategy we designed.

What do you dislike about EngageBay?

It is lacking some features I need which they said they will be setting up in the future anyway. Also, I experience a bit of technical problem almost every time an update is implemented. which they fix really fast. But, I think it will be better to put a solution in place to prevent those issues from happening. Prevention is always better than cure

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

We were able to implement an inexpensive solution that covers all our needs as a company. Like Marketing, Sales, and service. The number of features in the system is a lot for something in this price range. We were also able to get some modifications in the system done. The Dev team is very welcoming of our ideas.

Small Business (50 or fewer emp.)
Mar 23, 2019
 Source
Overall Rating:
5.0
Bryan L. avatar
Bryan L.
Resort Manager
Share
"Easy to Use"
What do you like best about EngageBay?

The system is really easy to use for someone who is new to this kind of system. The platform also has a lot of features that are useful to me. Before I really thought I need to get a combination of tools. So far this one is good enough for me. The support team is really friendly and willing to accept suggestions just to improve my experience.

What do you dislike about EngageBay?

Does not have enough support articles and videos yet. There are also a few features that maybe useful to me like schduling a post. I think they considered it when I made the suggestion. But, I will still wait when it is fully implemented. I also experienced a few bugs when I got started.

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

It was able to enhance our online presence. Especially considering that we are new in using this kind of tool. We were able to make use of our social media accounts like Twitter, Facebook, and Instagram. We were able to send email campaigns which made conversions since we were able to closely monitor lead activities. It is really good all-in-all.

Small Business (50 or fewer emp.)
Mar 13, 2019
 Source
Overall Rating:
5.0
Noemi D. avatar
Noemi D.
Clinical Instructor
Share
"Great Marketing tool"
What do you like best about EngageBay?

The product has really good features at the moment. The potential it shows is even greater. Above all, the team, support and developers are listening to what I say and seriously takes my suggestions into consideration.

What do you dislike about EngageBay?

There are still a few bugs I guess. But, the system changes fast. I see some parts that need improvement.

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

The system can connect Marketing, Sales, and service. I think that is great because it is not only automating Marketing but the entire business process as a whole.

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 28, 2018
 Source
Overall Rating:
5.0
AS
Anand S.
Director
Share
"Most Simplified Marketing inter-phase !"
What do you like best about EngageBay?

Simplicity of creating marketing communications using one single platform.

What do you dislike about EngageBay?

SMS Marketing should have been taken care off.

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

I could save on a lot of time and energy otherwise required to run mailer campaigns.

Small Business (50 or fewer emp.)
Dec 21, 2018
 Source
Overall Rating:
5.0
DR
Digoy R.
Barber
Share
"Useful software"
What do you like best about EngageBay?

It has an advance tools that we may need in our online business.

What do you dislike about EngageBay?

Since it's a new software, there are still room for improvement.

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

So far so good. It works well for me.

Mid Market (51-1000 emp.)
Dec 21, 2018
 Source
Overall Rating:
5.0
LB
Lotes B.
Enterpreneur
Share
"Awesome Digital Marketing Tool"
What do you like best about EngageBay?

It's user friendly and ever since I started using it, it lightened my workload. Amazing!

What do you dislike about EngageBay?

The e-mail under sales is fast, but it seems that many options are missing

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

It lightened the workload and increased productivity