# Compare Claritysoft CRM vs EngageBay CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Claritysoft CRM and EngageBay CRM based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing --- # Claritysoft CRM vs EngageBay CRM Features and Cost Comparison Last updated March 13th, 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 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.2 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment Based on [243 reviews](#user-reviews) Positive 231 Neutral 8 Negative 4 [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](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 [907 reviews](#user-reviews) Positive 878 Neutral 22 Negative 7 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,542 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 72%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management 4.5 Activity Dashboard 5.0 73%Fit Missing features Feature ratings Data Security NA Contact Management 4.7 Lead Management 4.6 Sales Pipeline Management 4.6 Activity Dashboard 4.7 User satisfaction User satisfaction 4.5 User reviews[243](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Ease of use 4.5 Functionality 4.2 Value for money 4.6 Customer support 4.6 User satisfaction 4.7 User reviews[907](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 $49Per 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 delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well. 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 FS Flavia S. Custom Groups Consultant > "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) 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..." [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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221) 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) FS Flavia S. Custom Groups Consultant > "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) 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..." [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..." [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) CC Chris C. Project Manager > "I find Claritysoft extremely useful in organizing my opportunities from prospecting to closure. As my sales are a bit..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868993) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055) HL Henry L. Tutor > "It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6871648) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) CS Caecilia S. Team Leader > "Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster,..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841733) 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) 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) MC Martin C. Academic Private Tutor > "There is too many buttons." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317) 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) 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) 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) 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) WS Wendy S. Strategic Account Specialist > "mediocre. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318) SH Sarah H. Assistant manager > "I have been able to import contacts seamlessly and easy." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374) 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) GJ Garry J. Investment account manager > "I really enjoyed the ability to do mass emails." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108411) 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) LL Luanne L. Director of Business Development > "It's a good value for the money, fairly intuitive to use and is customizable to our business." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107599) 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) JL Joshua L. Academic Tutor > "I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535) CW Chad W. Regional Sales Manager > "Worse still any notes on a lead become buried in the opp and are no longer front and center." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161036) ED Evan D. Tutor > "Also quite helpful for managing that information." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391) RS Rachel S. Program Coordinator > "The specificity of titles/names is very tedious and can take some time getting used to." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160807) Camilla O. head of creative and design and marketing specialist > "we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881) MF Matt F. Support and IT > "This is a very clunky workflow as a result." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160460) KS Katie S. Adminstrative Manager > "It's secure, well built, they've been very responsive to our requests, and I appreciate working with them." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583) RA Ralph A. Director of Materials and Marketing > "We were able to customize a great solution but he standard "sales" function did not really fit for our needs." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4431005) MH Monica H. Inside Sales > "The new features I've learned makes clarity much more useful to me." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228) 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) AH Aaron H. Sales > "It's easy to keep track of notes, upload and categorize leads." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6843351) VR Verified Reviewer Developer > "I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4430566) RT Roxanne T. Sales Consultant > "I like that there are continuous training opportunities" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106791) TM Thomas M. Implementation Specialist > "The login process takes a bit longer than I would prefer." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4649071) MP Michael P. Vice President Commercial Banking > "The drop-down menus are easy to navigate and gets you to the screens needed quickly." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031) CE Chris E. Sales Manager > "This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___2274994) [View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) 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..." [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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) 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) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) 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) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443) 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) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781) 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) 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) NP Nipa P. Business Administrator > "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) 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) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024) 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) 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) 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) 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) 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) AH Andy H. Director > "It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6316320) 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) 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 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) 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) 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) 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) CS Chris S. Owner > "Our forms on our website seem to sometimes load slowly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959) 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) 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) 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) 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) 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) JS Jaskaran S. Co Founder > "Automation flow can be a bit complex to navigate" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614) AL Angelina L. Social Media Manager > "This consolidation streamlines workflow and reduces the need for multiple software subscriptions." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) 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) GY Grace Y. Founder and CEO > "Pipeline management is clear and simple , and automation makes sure no follow ups is missed." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156) 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) LJ Latrease J. Patient Service Representative > "I enjoyed the notifications from the sales department" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721) AP Aswathy P. Marketing Operation Associate > "The lack of downloading the report options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) RB Rui B. R&D Manager > "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658) NP Nipa P. Business Administrator > "Lacks Twitter/X integration." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) 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) DJ Dominik J. Managing Director > "It's very buggy." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691) VR Verified Reviewer Facebook Ads Strategist, Founder > "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) 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) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723) NB Nick B. Senior Operations > "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647) VR Verified Reviewer Facebook Ads Strategist, Founder > "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) RL Rongle L. Manager > "I don't like receiving to many emails from it." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315357) 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..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280) MV Marteen V. Sales Manager > "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850) 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) 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) SG Sumit G. Digital Marketing Manager > "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952) RS Rob S. CEO > "Support chat is fast but low quality. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) 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) 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 > "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) DC Dori C. Tech Admin > "I can't build a custom apps that my team comes up with to integrate with the system" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5024198) KE Kathrin E. KAM Spain > "It is easy to set-up, loved the fact that you can add email tracking and automatic integration of google correspondence in Engagebay. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6315184) SC Steve C. VP of Marketing and Communications > "It's not the BEST platform out there. And it's priced that way." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6396988) [View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) ## User interface 4.51 (243) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) 4.65 (907) ## 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 AI Copilot 150 Important Alerts/Notifications 120 Important Claritysoft CRM Top features 34/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features) EngageBay CRM 33/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features) ### Recognition Claritysoft CRM Best Value Lead ManagementSoftware (2023)  EngageBay CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports Best Value CRMSoftware (2023)  Best Value CRMSoftware (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/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $49/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 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](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/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $49/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 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](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/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $49/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 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](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/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $49/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 (907)](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 (730)](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/)[4.51 (243)](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 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $49/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 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](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) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $49/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 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $14.99/month Price $19/month 4.6 Features 4.3 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-178819/Pipedrive-vs-EngageBay-Marketing)