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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
  • '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: December 26, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Jul 14, 2020
 Source
Overall Rating:
5.0
Mariano M. avatar
Mariano M.
Head Of Growth
Share
"All in one marketing tool - very helpful"
What do you like best about EngageBay?

I like the fact that this software had almost everything I need. It helps me so much to improve my marketing strategy. From the landing page, report, tracking and designing emails, not to mention, they also integrate with Zapier

What do you dislike about EngageBay?

Not so much, maybe create better deals in the future? But for now is not a big deal

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

The fact that everything is in there, I don't need to worry looking for other tools to work with. Only one tool for everything

Small Business (50 or fewer emp.)
Nov 06, 2019
 Source
Overall Rating:
5.0
RS
Rob S.
Vice President Of Sales And Implementation
Share
"Does it all at a reasonable price"
What do you like best about EngageBay?

EngageBay handles all of my marketing, Sales/CRM, and support needs easily and intuitively for a great price. Sales process was friendly and never pushy. Onboarding is an ongoing process, and the team is very responsive.

What do you dislike about EngageBay?

If I have to pick something, I'd say it's not as "pretty" as others in the same marketplace, but I don't really care. Some functions aren't as intuitive, i.e. even though you can create automation through the sales bay, it works better through the marketing bay.

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

We are integrating our Marketing, Sales, and Support processes into one platform quite easily.

Mid Market (51-1000 emp.)
Sep 03, 2019
 Source
Overall Rating:
5.0
joseh m. avatar
Joseh M.
Sales And Marketing Specialist
Share
"A good marketing automation platform."
What do you like best about EngageBay?

This platform it's helpful for our marketing campaign from designing email.Also works pretty with my business.

What do you dislike about EngageBay?

This tool meets the benefits it offers so there is nothing in adding thus I recommend it as best tool for business marketing.

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

I use this platform for storing valuable contact list, executing Email campains for them and to track our sales and marketing performance.This supports our customer team with alot of information.

Mid Market (51-1000 emp.)
Aug 23, 2019
 Source
Overall Rating:
5.0
Patrick J. avatar
Patrick J.
Sales And Marketing Representative
Share
"Great platform for Marketing & sales efforts."
What do you like best about EngageBay?

It's really helpful for email marketing campaign from designing email, landing page to tracking and reporting result.

What do you dislike about EngageBay?

So far no any dislikes realized in this system.

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

This system makes creating funnels super easy. You can then customize it to suit your needs, you are also able to create web forms and landing pages easily.

Small Business (50 or fewer emp.)
Jun 28, 2019
 Source
Overall Rating:
5.0
Larry A. avatar
Larry A.
Blogger
Share
"A tool on the go"
What do you like best about EngageBay?

I am always on the move and ideas often pop-up in most unlikely of places. I really like the fact that this tool is so lite that I can easily use it even when I have very basic or even slow Internet speed. I even use my landing pages not merely to promote my blog but sometimes to contain my blog since it is responsive and good enough. Sometimes I cannot access my WordPress admin page so I use this as an alternative to publishing some of my content then just put it on the main site when I have a more stable connection. This system really helped me out to get my ideas out the soonest. I even have my Twitter, Facebook and Instagram set on EngageBay.

What do you dislike about EngageBay?

I would not say problematic. But I think it will be very nice if there is a mobile app for this. It can further help me with my content management and creation.

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

The main problem I encounter is having a system that is lite enough for me to use even in remote areas where an Internet connection is weak or rare. This system is able to deal with that well. It greatly helps me with my productivity.

Small Business (50 or fewer emp.)
Jun 26, 2019
 Source
Overall Rating:
5.0
AN
Anh Tuan N.
Marketing Executive
Share
"Good app for marketing"
What do you like best about EngageBay?

Good marketing function and customer-care service. Very quick respond whenever i got problems. Thank you engagebay . It helps me a lot in marketing process

What do you dislike about EngageBay?

Designing process is not smart enough. sometimes i cannot customize easily my email marketing

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

email marketing, landing page and CRM. It helps me a lot in marketing process

Small Business (50 or fewer emp.)
May 25, 2019
 Source
Overall Rating:
5.0
Lena E. avatar
Lena E.
Business Owner
Share
"Finally, Something I can use"
What do you like best about EngageBay?

I always wanted to do my business with sophistication but with ease. I wanted to have a platform with a lot of function but does not require too much technical knowledge. I think I found the system I need. I am amazed by how much function it has in one place but a bit hesitant to use it because I don't like the frustration of setting up a complex system. So I contacted support to ask basic questions and from there I think it is amazing. I am able to find functions and make it work with minimal support.

What do you dislike about EngageBay?

When I google questions about EngageBay, it seems that there are not much of articles I can find. I like doing things on my own and prefer not to contact support. So I think it will be helpful for you to enhance the guide articles you have available online.

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

I am able to do my business with sophistication and ease. I have all the function I need in one system. I think it is not difficult to set up. So far marketing function and other function works perfectly for me. I am able to get this comfortable piece of technology at a very affordable price.

Small Business (50 or fewer emp.)
May 21, 2019
 Source
Overall Rating:
5.0
Jeri B. avatar
Jeri B.
Small Business Owner
Share
"Sophisticated Yet Easy to use..."
What do you like best about EngageBay?

I am a guy that simply wants to run my business with the use of technology but does not like to get a headache with it. I am an old guy that likes technology and knows I need to make use of it to be efficient. I have been using this tech and normally encounters a problem which causes me to hate the system I use because of the things I find gibberish. With EngageBay, it seems I simply need to learn a few things like how to log in and where to click to find stuff. I like the fact that it is affordable and I can do my business with ease using just one system.

What do you dislike about EngageBay?

There are still some native integrations that they don't have. Like LinkedIn sync and the social suite does not have LinkedIn too. Anyway, they said they developing it so I hope it will be there soon.

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

I am able to work using one tool and able to easily use it. It seems that the system made it easy for me to find things. It helps me to become more efficient in doing the task related to my business and I do not have to learn rocket science to get the system to take off.

Small Business (50 or fewer emp.)
Apr 16, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"EngageBay - an app that can provide the best contact with your customers "
What do you like best about EngageBay?

Are use EngageBay for most things that include a sales pipeline, CRM, Appointment scheduling, and task management. It is amazing that one app can truly do as much as this application can do. What puts this application above many others has is the customer support they receive from the developers. First off they’re always releasing new features. These features are almost always stable. Second, the features really enhance the product themselves… They don’t just become loaded features that aren’t related like some other apps do. I’m excited to see you with this application can go, since it’s newer than most.

What do you dislike about EngageBay?

The thing I like the least, is waiting for all of the new updates. Though, they’re so quick to release them that’s mostly my own issue.... so it’s not really a dislike. These folks rule

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

The business problems that I have that have been solved using this application, were consistently being able to reach out to my customers on a timely basis, and make them feel listen and heard. I recommend the software to any client that I work with because it’s so good and what it does.

Small Business (50 or fewer emp.)
Apr 15, 2019
 Source
Overall Rating:
5.0
Mary R. avatar
Mary R.
Small Business Consultant
Share
"Unexpectedly Amazing!"
What do you like best about EngageBay?

I was really just testing this system since it has all the features I need to run my small business but I am not really expecting that it can work well. Apparently the performance and the functions seamlessly work based on the setup I created and was able to run a system like the one I am running using my more expensive platform.

What do you dislike about EngageBay?

It still lacks come features that I might need in the future. Like a place to put my products. some features are also not completely working. It just so happen I do not need some of those non functioning parts. But, seeing those bugs still bothers me just in case I decide to completely go with EngageBay.

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

In my current setup. I would say it can completely handle my business operation at a very affordable price. Currently, I am using this with my more expensive software. But, once I see all the functions that I will need in the future available. I will then switch to EngageBay completely.