---
title: "Compare Claritysoft CRM vs EngageBay CRM 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare Claritysoft CRM and EngageBay CRM based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing"
page_type: "comparison"
language: "en"
---

# Claritysoft CRM vs EngageBay CRM Features and Cost Comparison

Last updated September 16th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Claritysoft CRMEngageBay CRM2/4 selected

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

[## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting Price

$29.00/month

Value-for-Money

4.5

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [256 reviews](#user-reviews)

Positive

241

Neutral

11

Negative

4

[## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting Price

$14.99/month

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [912 reviews](#user-reviews)

Positive

882

Neutral

22

Negative

8

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What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 13,596 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

81%Fit

High performer

Feature ratings

Data Security

4.6

Contact Management

4.5

Activity Dashboard

5.0

Contact Database

4.8

Data Import/Export

4.2

73%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Activity Dashboard

4.7

Contact Database

4.7

Data Import/Export

4.4

User satisfaction

User satisfaction

4.5

User reviews[256](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.5

Customer support

4.6

User satisfaction

4.6

User reviews[912](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Ease of use

4.5

Functionality

4.6

Value for money

4.7

Customer support

4.8

Price starts from

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Price starts from

$14.99Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Claritysoft CRM offers powerful, easy-to-use, and affordable solutions for small, medium, and large businesses. High flexibility and easy customization let us serve most industries.

Best for

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

## User reviews

Pros & cons

PC

Peter C.

Operations Manager

> "The core features for managing contacts, deals, and email logging work reliably enough for basic needs, so we can get through our day-to-day..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

JK

Josh K.

Sales Manager

> "Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service rates, zones,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

PC

Peter C.

Operations Manager

> "One of the best things about Claritysoft CRM is that you can send emails directly from within the platform and they are automatically logged..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

JH

Jameela H.

Instructor

> "App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the total time..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

HL

Henry L.

Tutor

> "It can be a bit tedious to update information that is repetitive and stays the same between weeks, especially when meetings are at the same..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

FS

Flavia S.

Custom Groups Consultant

> "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

PC

Peter C.

Operations Manager

> "Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

LM

Lisa M.

Marketing Coordinator

> "We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221)

RR

Reagan R.

Pharmacy Automation Consultant

> "This creates extra work when building quotes and has prevented us from fully transitioning that process to the online platform. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

HH

Heidi H.

Operations Director

> "Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer management..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168138)

JK

Josh K.

Sales Manager

> "There is also no way to insert dynamic images or dynamic links into quote templates or sales templates."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

FS

Flavia S.

Custom Groups Consultant

> "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer interactions."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JH

Jameela H.

Instructor

> "It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

RR

Reagan R.

Pharmacy Automation Consultant

> "Claritysoft makes it easy to keep track of customers, quotes, follow-ups, and sales opportunities all in one place. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

PG

Paul G.

VP

> "The only negative is that you can't click on an attached file and have it previewed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166428)

KS

Kathy S.

CMO

> "Claritysoft is a program that is easy to use, gives all the information needed, and allows for customization that fits what we are looking..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7167159)

BA

Blake A.

Sales Manager

> "We are a very custom manufacturing business and are not able to use the quote module."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166448)

Mandi H.

Office Manager

> "I use Claritysoft daily and love how simple it is to navigate and enter new information. Plus, I do not have to bother any coworkers while..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7182253)

NM

Nikki M.

Business development

> "Also, when emailing, it takes literally seconds to send 300 emails!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

JB

Jeremy B.

Owner and Founder

> "For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating new fields,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055)

RR

Rob R.

New Member Engagement Coordinator

> "However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

JH

Jameela H.

Instructor

> "There are also lots of features to store information and to organize events."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

JR

Johan R.

Tutor

> "It often takes multiple clicks to create something, and to delete something can take even more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

JR

Johan R.

Tutor

> "The way they organized the tabs was useful for being able to access information, while not overloading everything into one screen."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

SH

Sarah H.

Assistant manager

> "no ability to separate ones I have start that I No longer need but am unable to move somewhere"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

FS

Flavia S.

Custom Groups Consultant

> "The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JC

Jen C.

Registrar

> "We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

KS

Katie S.

Adminstrative Manager

> "Being able to have certain project limited in view and scope to certain team members has been very good for client confidentiality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

JR

Johan R.

Tutor

> "Claritysoft CRM is a little 'clunky' when it comes to data entry and data creation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

DJ

David J.

President

> "I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106395)

MH

Monica H.

Inside Sales

> "I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

JK

Josh K.

Sales Manager

> "Overall, I like ClaritySoft, but I have had to get far more creative with building out the quote templates than I ever thought I would."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "Certain reporting features, including dashboards, felt a little restrictive."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

CM

Chasity M.

Admin Asst

> "It works quickly, is updated often, and provides support as needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488)

VR

Verified Reviewer

Supply and Operations Manager

> "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited functionality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

VR

Verified Reviewer

Academic Tutor

> "Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869042)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "The PDF Quotation feature is also very finicky."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

OE

Oscar E.

Medical technicians

> "It is super helpfull and convenient keeps all my task organized and my customer information in one place"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

RR

Rob R.

New Member Engagement Coordinator

> "The import/export tools can be a little difficult to work with."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

SF

Seth F.

Medical Service Representative

> "It’s a very effective tool that makes my job as a service rep much simpler and less time consuming."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106314)

MC

Martin C.

Academic Private Tutor

> "There is too many buttons."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260)

JD

John D.

Sales Manager

> "I can order everything and see all my customers in one setting and it is very easy to make the orders."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106285)

RT

Russell T.

Chief Revenue Officer

> "Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108189)

NM

Nikki M.

Business development

> "It is a great way to get all of my clients in an easy manageable way!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

MD

Matthew D.

Director

> "Exporting lists is also somewhat inconsistent"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627)

JS

Jessica S.

Admin

> "Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

MF

Michele F.

Marketing

> "There seems to be limitations for filtering data between multiple modules. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868966)

MH

Monica H.

Inside Sales

> "I learned alot of new tips on how to stay better organized with reminders, tasks, etc. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

TT

Trey T.

Sales Rep

> "It can be a little tedious to add account names when you put in the activity you are working on ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

HL

Henry L.

Tutor

> "I find it pretty straightforward to use and the information is generally well organized for what I do."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

TT

Trey T.

Sales Rep

> "I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

MO

Mariia O.

Sales

> "Super easy and excellent tool to track the progress and all the leads, customers, accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106184)

ED

Evan D.

Tutor

> "Organization of information/accounts isn't the easiest to navigate"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

JB

Jillian B.

Territory Manager

> "Easy to navigate, filter data, and find accounts!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166412)

OE

Oscar E.

Medical technicians

> "Crashes/and slow to load on times"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

KB

Kevin B.

Academic and Test Prep Tutor

> "Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106357)

NQ

Naved Q.

Sales Engineer

> "The layout was not simple or user friendly."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168247)

NM

Nikki M.

Business development

> "it adds so much value to my marketing campaigns!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

MP

Michael P.

Vice President Commercial Banking

> "I personally found Salesforce a bit overwhelming for the client based that I had to manage. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

JK

Josh K.

Sales Manager

> "I like that ClaritySoft is affordable, especially on a per-user basis."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

WS

Wendy S.

Strategic Account Specialist

> "Not really sure how to use it properly and we have been trained at my company."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

GC

George C.

Attorney- Owner

> "The Claritysoft support was able to easily explain the additional things I needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

Camilla O.

head of creative and design and marketing specialist

> "it kept having issues with intergrations."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

CM

Chayeane M.

Account Executive - Wire Sales

> "I appreciate all the updates they continue to implement in order to give users a better and more effective experience."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180)

GC

George C.

Attorney- Owner

> "The only other issue is my fault, I wish that I would use it more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

BS

Beth S.

Marketing & Design

> "I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___5086250)

FC

Foy C.

business solutions consultant

> "lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868889)

DF

Davina F.

Business Operations Manager

> "The system is much more intuitive than the overwhelming Zoho and Salesforce."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106229)

JC

Jen C.

Registrar

> "It has been a frustrating switch from our old database."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

DW

Dawna W.

Systems Specialist

> "Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106190)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

BG

Britany G.

Associate Director

> "On top of that, the product has exceeded expectations in both quality and performance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106200)

AK

Ari K.

Energy Consultant

> "I was unhappy with their attitudes to be honest."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208)

JP

John P.

General manager

> "For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying around for a good..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317)

DB

Diane B.

Operations Support Specialist

> "too much wasted real estate in a window for short data fields."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160778)

DS

Darlene S.

Owner

> "We don't use many of the marketing features, but what we do use works great."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106414)

VP

Vedang P.

Sales and Operations Strategist

> "No Mapping option as well as no Route planning option as well."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161930)

GC

George C.

Attorney- Owner

> "It makes for an easy follow-up that my business deals are going as planned."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

CD

Christian D.

Director of Strategic Partnerships

> "Not enough documentation is available to use the crm on mobile devices"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6313655)

JR

Johan R.

Tutor

> "The way they organized the tabs was useful for being able to access information, while not overloading everything into one screen."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

Camilla O.

head of creative and design and marketing specialist

> "it kept having issues with intergrations."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

TM

Thomas M.

Implementation Specialist

> "The user friendly interface is extremely easy to use. If any problems ever occur, it is very easy to contact someone for assistance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4649071)

PC

Peter C.

Operations Manager

> "Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

HR

Heidi R.

Business Development

> "The ease of use and clarity of the screens and layout."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___3185358)

PG

Paul G.

VP

> "The only negative is that you can't click on an attached file and have it previewed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166428)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

VR

Verified Reviewer

Supply and Operations Manager

> "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited functionality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

Mandi H.

Office Manager

> "I use Claritysoft daily and love how simple it is to navigate and enter new information. Plus, I do not have to bother any coworkers while..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7182253)

ED

Evan D.

Tutor

> "Organization of information/accounts isn't the easiest to navigate"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

NM

Nikki M.

Business development

> "It is a great way to get all of my clients in an easy manageable way!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

MP

Michael P.

Vice President Commercial Banking

> "I personally found Salesforce a bit overwhelming for the client based that I had to manage. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

CM

Chayeane M.

Account Executive - Wire Sales

> "I appreciate all the updates they continue to implement in order to give users a better and more effective experience."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

AK

Ari K.

Energy Consultant

> "I was unhappy with their attitudes to be honest."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208)

CM

Chasity M.

Admin Asst

> "It works quickly, is updated often, and provides support as needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488)

DM

David M.

Account Executive

> "How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4648945)

[View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

JW

Jason W.

President and CEO

> "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256)

DM

Desiree M.

Caregiver

> "I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676)

NJ

Nick J.

Marketing Analyst

> "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized business..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560)

Jelyn T.

Marketing Manager

> "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

YT

Yohannes T.

CEO

> "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and customer..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228)

MS

Mike S.

Operations Marketing

> "The mobile app has limited features and doesn't offer full range of features that are available on desktop version."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

VR

Verified Reviewer

Sales Representative

> "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

AG

Ayesha G.

Founding Principal

> "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

HS

Himanshu S.

Sales Manger

> "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning curve..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

CV

Chai V.

Founder

> "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378)

JD

Jerker D.

CEO

> "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

DM

Desiree M.

Caregiver

> "Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676)

JD

Jerker D.

CEO

> "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

Rémy G.

COO

> "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743)

SK

Shiva K.

Chief research officer

> "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311)

VR

Verified Reviewer

Sales Representative

> "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644)

ZT

Zbigniew T.

CEO

> "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841)

JP

Jigs P.

Development Head

> "Customer support is responsive, and the platform offers good customization options for workflows and dashboards."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049)

SP

Stephanie P.

Marketing Consultant

> "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815)

AS

Anuvind S.

Engineer

> "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a steep..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024)

MR

Maria R.

Marketing Manager

> "The only thing that I dislike is the delay in updating campaign stats."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089)

BS

Bruno S.

Product Manager

> "It offers tools for marketing, sales, contact management, automations, and more."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366)

RS

Rob S.

CEO

> "Support tickets are better but they close them without resolving anything so you have to keep bugging them."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

CS

Chris S.

COO

> "They have a good set of features to manage campaigns and receive feedback on email sent and opened."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203)

HS

Himanshu S.

Sales Manger

> "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex organizations."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "The CRM is intuitive, with customizable pipelines and contact management features."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

VR

Verified Reviewer

Founder

> "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334)

JE

Jamie E.

Managing Director

> "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is currently..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902)

RB

Richard B.

Web Developer

> "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170)

RN

Robert N.

Full-Stack Developer

> "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658)

JD

Jerker D.

CEO

> "I can't even filter on the objects attached to a contact."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825)

PN

Phil N.

CEO

> "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

AP

Anthony P.

Director

> "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758)

AL

Angelina L.

Social Media Manager

> "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all integrated into..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401)

CM

Chandra M.

Marketing Analyst

> "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that out."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146)

SAK

Sameer Ali K.

SALES CONSULTANT

> "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details at a..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723)

TB

Tayfun B.

Shop-Team

> "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167)

SK

Sandeep K.

Manager

> "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280)

KA

Kathy A.

VP of Marketing

> "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271)

MS

Mike S.

Operations Marketing

> "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

AS

Amy S.

Loan Originator

> "Does not interface with Apple mail and iCal"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652)

SK

Shiva K.

Chief research officer

> "EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311)

AK

Amir K.

Owner

> "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726)

SK

Satou K.

Administrator

> "The CRM, email marketing, sequences work smoothly together."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808)

PN

Phil N.

CEO

> "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead hands..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402)

Jelyn T.

Marketing Manager

> "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746)

NB

Nancy B.

President

> "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

KD

Kaleigh D.

Marketing Manager

> "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862)

LW

Laura W.

Marketing Assistant

> "I use several different CRMs in my position and this one has by far been my favorite."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

VR

Verified Reviewer

Project Manager

> "I thought the way it sorted those profiles was not the best, it could have better filtering to avoid "spam" profiles"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6215239)

AK

Amir K.

Owner

> "After using the email verifier that EngageBay provides for a very nominal cost, we are able to send up to 1000 emails per day."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726)

RS

Rob S.

CEO

> "Support chat is fast but low quality. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

MC

Milap C.

Digital Marketing Expert

> "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490)

TC

Tamesha C.

Insurance Agent

> "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send 100..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781)

TA

Tolga A.

Director

> "Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly solution..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6631985)

SK

Shireen K.

Marketing Analyst

> "EngageBay has fewer integrations compared to its competitors which may limit functionalities for some users."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6053213)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

RS

Rob S.

CEO

> "We have had continual problems trying to be productive using this service. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

SS

Sanjay S.

Business Development Manager

> "The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5099615)

SM

Shelley M.

Director

> "Had trouble with setting up the email template"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6543514)

SM

Sagar M.

CRM

> "Also I use it to manage my sequence, campaigns and much more client data + live chat + appointment scheduling, its useful"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5100152)

AH

Andy H.

Director

> "It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder to save. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320)

MS

Mike S.

Operations Marketing

> "Since we implemented EngageBay, we have seen a noticeable improvement in our marketing efficiency and sales processes."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016)

BM

Bree M.

Administrator

> "The email broadcast feature - the sending limits are far too low to begin with, and the email template function (within broadcasts) is very clunky. Why doesn't..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4714244)

VR

Verified Reviewer

Design and Marketing Manager

> "The user interface is incredibly intuitive, allowing our team to quickly learn and start using it efficiently."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6530019)

NB

Nadine B.

Digital Marketing Manager

> "The dashboard is slightly complicated and some features aren't advertised as they are through Google Search Ads"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6056344)

SS

Satyam S.

Assistant Manager- Digital Marketing

> "Comprehensive CRM: Keeping track of leads and customers has never been easier."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988)

JB

James B.

Sales Consultant

> "It could really do with some quick exports too for where you have got a groups of contacts, companies or deals that you just need to quickly get out into a csv..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4571996)

JK

Jim K.

Owner

> "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097)

Edward N.

Affiliate Marketing Specialist

> "EngageBay provides basic reporting and analytics, but it lacks the level of detail that other platforms offer, which can make it challenging for businesses to..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4595514)

LW

Laura W.

Marketing Assistant

> "Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957)

JD

Jamie D.

Owner

> "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981)

DD

Derrick D.

Creative Marketing Specialist

> "So far, I have been able to create forms and automations that makes gathering interest fairly easy."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6674603)

JB

James B.

Sales Consultant

> "Just feels clunky - the synch between emails is hit and miss in terms of how long it takes for them to appear in Ebay - also the fact that against an..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4571996)

KT

Khim T.

Director

> "Above all the customer helpdesk has been superb especially Charles who has been most patient and supportive, resolving every challenges or queries I had since..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6620426)

DJ

Dominik J.

Managing Director

> "It's very buggy."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691)

LM

Lee M.

Operations manager

> "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538)

CB

Cathy B.

Marketing Specialist

> "I was not aware that EngageBay would add a link to our website which proved it challenging with our broadcast to our customers - message they received was that..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4273017)

MA

Matt A.

sales agent

> "Affordable, all-in-one CRM with great automation, intuitive interface, and responsive support."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6688255)

TT

Thahir T.

Head of Growth

> "The interface, could be less boring."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6122522)

PKK

Praveen Kumar K.

Sales Manager

> "User Friendly UI, Simple Navigation tools, Report analytics"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6571353)

TR

Thomas R.

Inhaber

> "The entire UI looks a bit old-fashioned."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___3809698)

JP

Jigs P.

Development Head

> "I found EngageBay CRM to be highly intuitive and user-friendly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049)

SK

Shireen K.

Marketing Analyst

> "EngageBay has fewer integrations compared to its competitors which may limit functionalities for some users."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6053213)

BS

Bhupender S.

CRM

> "The intuitive interface makes navigation a breeze."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6289602)

YD

Yogesh D.

Manager

> "One of the main challenges is that forms section integration is complex and require significant time and resources to set up and maintain."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4733923)

DC

Daniel C.

Managing Director

> "Overall, a great way to locate software that is fully integrated with all your business needs"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6614120)

NP

Nipa P.

Business Administrator

> "Lacks Twitter/X integration."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249)

ZP

Zalak P.

BDM

> "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213)

Kevin C.

Growth Marketing Manager

> "It has webhooks available, but it does not integrate natively with most tools out there (like a Hubspot or Salesforce would)."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4324463)

NM

Nishant M.

Digital Marketing

> "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275)

CS

Carol S.

Founder CEO

> "It's not remotely user friendly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6716582)

Brendan C.

Business Development Rep

> "What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same platform..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4720484)

TJ

THeresa J.

COO

> "Sometimes trying to find a particular screen through the profile menu can be challenging."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4525027)

AS

Anuvind S.

Engineer

> "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a steep..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024)

PE

Patricia E.

Product Specialist

> "Few app integrations- Hard to navigate/configure things"

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4501223)

YT

Yohannes T.

CEO

> "The user interface is intuitive and easy to navigate, making it simple to manage tasks."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228)

FM

Fiddich M.

Digital Marketing Associate

> "not user friendly."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6298826)

SK

Shiva K.

Product manager

> "The platform is incredibly user-friendly, making it accessible even for beginners."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6580196)

HS

Himanshu S.

Sales Manger

> "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning curve..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

TA

Tolga A.

Director

> "User-Friendly Interface: Easy to navigate, even for non-technical users."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6631985)

HS

Himanshu S.

Sales Manger

> "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex organizations."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894)

DM

Desiree M.

Caregiver

> "Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676)

RS

Rob S.

CEO

> "We have had continual problems trying to be productive using this service. "

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995)

RN

Robert N.

Full-Stack Developer

> "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658)

JD

Jamie D.

Owner

> "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..."

[See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981)

[View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

## User interface

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)

4.50 (256)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)

4.65 (912)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

Activity Tracking

150

Important

Adaptive Learning

120

Important

Claritysoft CRM

24/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

[See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features)

EngageBay CRM

Top features

26/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

[See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features)

### Recognition

Claritysoft CRM

Best Value CRM Software (2023) 

Best Value CRM Software (2022) 

EngageBay CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports

Best Value CRM Software (2023) 

Best Value CRM Software (2022) 

### Deployment & support

Claritysoft CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

EngageBay CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Claritysoft CRM

-   By Claritysoft
-   Located in United States
-   Founded in 2010

EngageBay CRM

-   By EngageBay
-   Located in United States
-   Founded in 2016

## Popular Comparisons

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$29/month

Price

$20/month

4.2

Features

4.4

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/123868-152373/Claritysoft-CRM-vs-HubSpot-CRM)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$14.99/month

Price

$25/month

4.6

Features

4.4

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-178819/Salesforce-vs-EngageBay-Marketing)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$29/month

Price

$25/month

4.2

Features

4.4

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-123868/Salesforce-vs-Claritysoft-CRM)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$14.99/month

Price

$20/month

4.6

Features

4.4

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152373-178819/HubSpot-CRM-vs-EngageBay-Marketing)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$29/month

Price

$14/month

4.2

Features

4.3

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$14.99/month

Price

$14/month

4.6

Features

4.3

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$29/month

Price

$50/month

4.2

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/123868-157279/Claritysoft-CRM-vs-Dynamics-365)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$14.99/month

Price

$7/year

4.6

Features

4.5

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-vs-Bigin-by-Zoho-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$29/month

Price

$7/year

4.2

Features

4.5

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (625)](https://www.capterra.com/p/210630/Kylas/reviews/)

$14.99/month

Price

$250/month

4.6

Features

4.7

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/178819-210630/EngageBay-Marketing-vs-Kylas)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (625)](https://www.capterra.com/p/210630/Kylas/reviews/)

$29/month

Price

$250/month

4.2

Features

4.7

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/123868-210630/Claritysoft-CRM-vs-Kylas)

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$14.99/month

Price

$50/month

4.6

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/157279-178819/Dynamics-365-vs-EngageBay-Marketing)