# EngageBay CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of EngageBay CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of EngageBay CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/compare/136480-178819/SharpSpring-vs-EngageBay-Marketing --- # EngageBay CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 19, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EngageBay CRM EngageBay CRM Overview: ### Key takeaways Insights from verified Capterra reviews EngageBay CRM helps businesses manage customer relationships, automate marketing, and streamline outreach. It’s most used by marketing, IT services, and software services teams. Your team will value its contact management and campaign tools, though reporting and mobile optimization are common drawbacks. Advanced features like single sign-on (SSO) and proposal analytics support scaling, while new call tracking tools improve visibility and coaching. ### Our verdict The software offers strong value for small teams seeking integrated marketing and sales tools without high upfront costs. Its automation and contact management features support daily workflows, but before scaling, consider the trade-offs in reporting depth and mobile usability. Overall rating Based on 907 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Affordable CRM for small businesses Time-saving automation tools Frequent bugs and reliability concerns Email sending limitations and delivery problems Starting price $14.99 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## EngageBay CRM alternatives While EngageBay CRM supports integrated marketing and sales workflows, teams prioritizing deeper analytics, broader customization, or a more structured interface may find it less aligned with their operational style or long-term scaling needs. Highest Rated [4.7 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/178819/EngageBay-Marketing/alternatives/) ## Who uses EngageBay CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Affordable CRM for small businesses 96% positive reviews out of 70 Most users comment small business features offer comprehensive tools and cost-effective plans for growing teams. matt A sales agent, 2 - 10 employees. "A powerful, cost-effective CRM ideal for small to mid-sized businesses." Frequent bugs and reliability concerns 47% negative reviews out of 85 Some users report bugs, slow performance, and limited troubleshooting resources hinder smooth workflow and data management. Chandra M Marketing Analyst, 51 - 200 employees. "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." Time-saving automation tools 95% positive reviews out of 57 Most reviewers describe automation as simplifying repetitive tasks, boosting efficiency, and supporting customizable workflows. Malintha K Operation Manager, 2 - 10 employees. "This automation helps save time and improves efficiency in managing customer relationships." Email sending limitations and delivery problems 51% negative reviews out of 63 Some users say email sending is restricted by daily limits, formatting issues, and frequent spam folder placement. Tamesha C Insurance Agent, 1 employee. "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 emails per day." Streamlined lead tracking and nurturing 95% positive reviews out of 41 Most reviewers indicate lead management enables easy lead capture, segmentation, and nurturing for improved conversions. satyam S Assistant Manager- Digital Marketing, 501 - 1,000 employees. "Comprehensive CRM: Keeping track of leads and customers has never been easier." ## EngageBay CRM's interface The interface enables quick access to core modules like contact records, tasks, and campaigns. Users often describe the layout as clear and functional, though some mention friction with navigation depth and occasional slowness. Visual clarity is generally strong, but customization options are limited. 2+ Barkha Bali Content Writer The dashboard makes it easy to create tasks and update contacts quickly, which is great for staying organized during daily outreach. That said, some say notifications disappear too fast, so it’s easy to miss follow-ups unless your workflows are tightly managed. Ease of Use 4.5 (907) 4.5 Based on 907 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer EngageBay CRM’s top-rated features help teams stay focused and responsive by linking contact records, campaigns, and tasks into a single workflow. The automation and scheduling tools reduce manual effort and support consistent outreach across channels. Features 4.6 (907) 4.6 Based on 907 reviews The EngageBay CRM features below were rated the highest by reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Customizable fields 4.5 (45) 45 reviewers rated this feature Supports tailored data entry across modules, helping your team adapt contact records and workflows to specific needs. You can add relevant fields and organize information efficiently, making it easier to manage data your way. Email campaign management 4.4 (267) 267 reviewers rated this feature Enables structured campaign creation with built-in templates, automation, and tracking. Setup is simple, and responsive design tools plus filtering options help your team run targeted outreach with ease. Contact management 4.3 (343) 343 reviewers rated this feature Centralizes contact records with tagging, notes, and task assignment. Users value the ability to track interactions, set reminders, and manage follow-ups directly from the contact view. Contact database 4.3 (261) 261 reviewers rated this feature Organizes and imports contacts with smart lists, filters, and CSV support. It’s fast and easy to navigate, with useful linking between contacts and companies. Task scheduling 4.3 (50) 50 reviewers rated this feature Allows your team to create, assign, and track tasks with reminders and daily status emails. It’s especially useful for managing follow-ups and coordinating across roles without missing a beat. Marketing automation 4.2 (110) 110 reviewers rated this feature Automates tagging, campaign scheduling, and lead nurturing. You get a wide range of options and integrations that support efficient outreach with minimal manual effort. Single sign-on (SSO) 0 reviewers rated this feature Allows users to securely access the platform using centralized credentials. This simplifies login management across teams and reduces friction for organizations with multiple users and systems. This feature is only available in the Pro plan. Custom reporting 0 reviewers rated this feature Enables users to build tailored reports using selected fields and filters. This helps teams track performance metrics, monitor campaign outcomes, and surface insights that align with their business goals. Proposal analytics 0 reviewers rated this feature Tracks proposal views, engagement, and conversions. Teams can monitor which proposals are being opened, how long they’re viewed, and whether they lead to action, helping refine outreach and improve close rates. Role management 0 reviewers rated this feature Lets admins assign specific permissions to users based on their roles. This ensures data security and workflow clarity, especially for teams managing sensitive customer information or working across departments. Power dialer 0 reviewers rated this feature Queues and auto-dials contacts with one click, accelerating outreach and reducing manual dialing errors. This feature helps sales teams boost connection rates and streamline prospecting. All-in-one call timeline 0 reviewers rated this feature Displays inbound and outbound call details, direction, duration, and caller info within the CRM. This helps teams coach reps and track engagement without switching tabs. Instant call playback 0 reviewers rated this feature Lets users replay call recordings and scan durations directly from the dashboard. This supports performance reviews and helps uncover trends in customer interactions. RSS-to-email broadcast 0 reviewers rated this feature Automatically sends email updates when new content is published. This saves time on manual scheduling and ensures subscribers receive timely updates. All key features (233) Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness 133.33% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems 60.00% of 5 reviewers that rated this feature as important or highly important Informs of any account changes and notifications 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 81.82% of 11 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 50.00% of 2 reviewers that rated this feature as important or highly important System alerts about the need to escalate an issue or request 50.00% of 12 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 35.29% of 17 reviewers that rated this feature as important or highly important Displays inbound and outbound call details, direction, duration, and caller info within the CRM. This helps teams coach reps and track engagement without switching tabs. 0 reviewers rated this feature Application programming interface that allows for integration with other systems/databases 36.36% of 22 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling 74.07% of 27 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 0.00% of 1 reviewers that rated this feature as important or highly important Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention 0% of 0 reviewers... Automatic update of information / software 0% of 0 reviewers... Establish rules for automatic propagation of social media posts across one or more channels 33.33% of 9 reviewers that rated this feature as important or highly important Automatic reply functionality for incoming messages 100.00% of 1 reviewers that rated this feature as important or highly important Tickets are automatically assigned to specific agents based on predefined rules 0% of 0 reviewers... Automatically create schedules based on business needs or employee availability and qualifications 0% of 0 reviewers... Distribute/route/connect calls 0% of 0 reviewers... Dials outbound calls automatically 0% of 0 reviewers... Create and automatically send premade copy in response to customer messages 66.67% of 6 reviewers that rated this feature as important or highly important Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients 0% of 0 reviewers... Software's ability to perform similar action on multiple similar files simultaneously 0.00% of 1 reviewers that rated this feature as important or highly important Track visitors'/audience's responses across web pages and other optimized content 0.00% of 2 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 57.89% of 57 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 34.21% of 38 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 16.67% of 18 reviewers that rated this feature as important or highly important Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. 0% of 0 reviewers... Track and report on call outcomes 0% of 0 reviewers... Listen to live phone conversations for the purpose of training and assessing agent performance 0% of 0 reviewers... Record the audio of phone conversations for quality assurance purposes 0% of 0 reviewers... Sends voice calls to a specific queue based on predetermined criteria 100.00% of 1 reviewers that rated this feature as important or highly important Schedule date and time for callbacks/follow-up calls or reminders 0% of 0 reviewers... Provide agents with a typical response for common call subject matter 0% of 0 reviewers... Measure campaign influence through collection of keyword tracking and revenue sources 100.00% of 1 reviewers that rated this feature as important or highly important Identify the number and contact information of a caller before answering the phone 0% of 0 reviewers... Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 43.10% of 58 reviewers that rated this feature as important or highly important Plan and strategize marketing campaigns 50.00% of 4 reviewers that rated this feature as important or highly important Create email signatures specific to a campaign 0% of 0 reviewers... Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act 22.58% of 31 reviewers that rated this feature as important or highly important Shortcuts for inputting frequently used messages 0% of 0 reviewers... Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Identify customers at risk of migration and activate strategies to retain them 0% of 0 reviewers... Track the amount of clicks on individual products to measure campaign results 33.33% of 3 reviewers that rated this feature as important or highly important Electronic storage of stakeholder contact information 66.67% of 3 reviewers that rated this feature as important or highly important Manage contact details and communication with clients 16.67% of 6 reviewers that rated this feature as important or highly important Track all company interactions with current clients 0% of 0 reviewers... Manage and track all internal and external communication conducted via calls, email, text, or chat 50.00% of 2 reviewers that rated this feature as important or highly important Computer-telephony integration is the use of computers to manage telephone calls 100.00% of 1 reviewers that rated this feature as important or highly important Automated reminders and confirmations for booked appointments and events via text or email 50.00% of 36 reviewers that rated this feature as important or highly important Organizes and imports contacts with smart lists, filters, and CSV support. It’s fast and easy to navigate, with useful linking between contacts and companies. 261 reviewers rated this feature Centralizes contact records with tagging, notes, and task assignment. Users value the ability to track interactions, set reminders, and manage follow-ups directly from the contact view. 343 reviewers rated this feature The ability to create unique content 0.00% of 1 reviewers that rated this feature as important or highly important Distributing content through various platforms or channels 50.00% of 4 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 100.00% of 2 reviewers that rated this feature as important or highly important Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 48.78% of 41 reviewers that rated this feature as important or highly important Enables users to build tailored reports using selected fields and filters. This helps teams track performance metrics, monitor campaign outcomes, and surface insights that align with their business goals. 0 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 55.00% of 20 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content 100.00% of 1 reviewers that rated this feature as important or highly important Access previous interactions or concerns to maintain customer relationships 0% of 0 reviewers... Store and organize information about customers and previous interactions 0% of 0 reviewers... Process of dividing customers into groups based on common characteristics 50.00% of 4 reviewers that rated this feature as important or highly important Track customers' activities across social networks and maintain details about their demographics, preferences & more 0% of 0 reviewers... Provide online support for your customers through live chat or help desk functionality 0% of 0 reviewers... Add customized logos and colors to align with company branding 43.33% of 30 reviewers that rated this feature as important or highly important Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) 33.33% of 3 reviewers that rated this feature as important or highly important Supports tailored data entry across modules, helping your team adapt contact records and workflows to specific needs. You can add relevant fields and organize information efficiently, making it easier to manage data your way. 45 reviewers rated this feature Customize contracts and forms to collect specific information 50.00% of 4 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 50.00% of 12 reviewers that rated this feature as important or highly important Create labels for products that contain required information such as colors, sizes, dates, etc. 0% of 0 reviewers... Assembly of graphs and charts for visualizing and tracking statistics/metrics 50.00% of 6 reviewers that rated this feature as important or highly important Import and export data to and from software applications 36.00% of 25 reviewers that rated this feature as important or highly important Ability to handle large datasets 0% of 0 reviewers... Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store and organize documents in a centralized system 41.67% of 12 reviewers that rated this feature as important or highly important Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 44.44% of 9 reviewers that rated this feature as important or highly important Send automated marketing emails based on user actions over a predetermined period 72.73% of 11 reviewers that rated this feature as important or highly important Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience 25.00% of 8 reviewers that rated this feature as important or highly important Enables structured campaign creation with built-in templates, automation, and tracking. Setup is simple, and responsive design tools plus filtering options help your team run targeted outreach with ease. 267 reviewers rated this feature Manage, store and organize emails within the system or via third-party apps 63.64% of 77 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 61.60% of 125 reviewers that rated this feature as important or highly important Ability to oversee and optimize the operations of a mail server 100.00% of 2 reviewers that rated this feature as important or highly important Set up automated email sequences to streamline outreach and engage leads/contacts 25.00% of 4 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 50.00% of 6 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 46.81% of 94 reviewers that rated this feature as important or highly important Predefined actions automatically performed on the occurance of specific events 44.44% of 9 reviewers that rated this feature as important or highly important Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 0.00% of 2 reviewers that rated this feature as important or highly important Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Software specialized for non-profit organizations 0% of 0 reviewers... For realtors, real estate investors, property managers, and other real estate professionals. 0% of 0 reviewers... Caters to sales teams 33.33% of 3 reviewers that rated this feature as important or highly important Designed for small businesses 50.00% of 4 reviewers that rated this feature as important or highly important Primarily serving startup companies 50.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 33.33% of 3 reviewers that rated this feature as important or highly important Adds a customizable form to the landing page, usually for the purposes of lead generation 0% of 0 reviewers... Games or game-like elements to track progress and reward accomplishments 100.00% of 1 reviewers that rated this feature as important or highly important Geographic location of visitors determines behavior of the software 100.00% of 1 reviewers that rated this feature as important or highly important Allows employees to set and manage work or career related goals 0% of 0 reviewers... Establish measurable goals and objectives and track their progress over a specific period of time 100.00% of 1 reviewers that rated this feature as important or highly important Automatically find mutually available meeting time slots across multiple calendars 0% of 0 reviewers... Managing service requests, incidents, IT issues & support with a ticketing system 0.00% of 1 reviewers that rated this feature as important or highly important Store and manage images 50.00% of 2 reviewers that rated this feature as important or highly important Organize, prioritize, and manage incoming communications 50.00% of 2 reviewers that rated this feature as important or highly important Manage and track all disruptions and incidents 0% of 0 reviewers... Lets users replay call recordings and scan durations directly from the dashboard. This supports performance reviews and helps uncover trends in customer interactions. 0 reviewers rated this feature Track interaction history by documenting conversations for contacts 56.00% of 25 reviewers that rated this feature as important or highly important Incorporation of a chat or messaging system within an organization's internal communication infrastructure 50.00% of 6 reviewers that rated this feature as important or highly important Managing inventories and tracking changes to hardware and software configurations 0.00% of 1 reviewers that rated this feature as important or highly important Monitor and collect information from social media based on specific keywords 0.00% of 1 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 50.00% of 2 reviewers that rated this feature as important or highly important Create landing pages or online forms designed to capture new leads and prospects 49.06% of 53 reviewers that rated this feature as important or highly important You benefit from multiple lead capture options like landing pages, forms, pop-ups, and QR codes, with strong automation and website integration. Reviewers appreciate its ease of use and customization, though some suggest calendar booking pages could be modernized. 55.90% of 161 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 0% of 0 reviewers... Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels 50.00% of 2 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 44.00% of 25 reviewers that rated this feature as important or highly important This aspect helps you track, segment, and nurture leads with automation, customizable dashboards, and lead scoring. Reviewers indicate it streamlines lead organization and follow-up, though a few mention the interface could be improved. 54.71% of 223 reviewers that rated this feature as important or highly important Real-time alerts or notifications that inform teams about new leads or prospects 0% of 0 reviewers... Engage with a lead throughout the sales process by actively providing information 50.00% of 24 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors 33.33% of 12 reviewers that rated this feature as important or highly important Divide leads into buckets based on predefined criteria and routing rules 0.00% of 1 reviewers that rated this feature as important or highly important Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. 50.00% of 2 reviewers that rated this feature as important or highly important Boards that use custom metrics to show how leading performers compare to other individuals/teams 0.00% of 1 reviewers that rated this feature as important or highly important Manage contacts across multiple mailing lists 47.96% of 98 reviewers that rated this feature as important or highly important Ability to chat online in real time 55.56% of 9 reviewers that rated this feature as important or highly important Identify the physical location of an individual, asset, device, etc. 0% of 0 reviewers... Templated responses for responding quickly to recurring support requests 33.33% of 3 reviewers that rated this feature as important or highly important Automates tagging, campaign scheduling, and lead nurturing. You get a wide range of options and integrations that support efficient outreach with minimal manual effort. 110 reviewers rated this feature See past and upcoming campaigns and communications in a calendar view 0.00% of 1 reviewers that rated this feature as important or highly important Send messages to multiple subscribers at the same time 100.00% of 2 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation 0% of 0 reviewers... Access software remotely via mobile devices 35.19% of 54 reviewers that rated this feature as important or highly important Notifications via mobile devices 0% of 0 reviewers... Optimize content to ensure it is easily accessible for mobile users 42.55% of 94 reviewers that rated this feature as important or highly important Manage and post content across multiple social media accounts and platforms simultaneously 40.00% of 5 reviewers that rated this feature as important or highly important Manage multiple campaigns in one system 100.00% of 1 reviewers that rated this feature as important or highly important Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 33.33% of 3 reviewers that rated this feature as important or highly important Collect information from multiple sources 0% of 0 reviewers... Coordinate marketing efforts across channels (email, landing pages, social media, etc.) 33.33% of 18 reviewers that rated this feature as important or highly important Create many versions of emails, forms, or actions and gauge which is most effective 0.00% of 2 reviewers that rated this feature as important or highly important Schedule when notifications are sent 0% of 0 reviewers... Form to collect visitor contact information when live chat isn't available 100.00% of 1 reviewers that rated this feature as important or highly important Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 100.00% of 1 reviewers that rated this feature as important or highly important Book meetings and appointments through a website or digital platform 55.32% of 47 reviewers that rated this feature as important or highly important Create new forms and/or use ready-made online form templates 0.00% of 2 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems 33.33% of 3 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 66.67% of 3 reviewers that rated this feature as important or highly important Adjust communications based on previous interactions or personal preferences 0.00% of 2 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 40.00% of 25 reviewers that rated this feature as important or highly important Schedules specific times for content to appear on social media platforms, blogs, websites etc. 64.29% of 28 reviewers that rated this feature as important or highly important Queues and auto-dials contacts with one click, accelerating outreach and reducing manual dialing errors. This feature helps sales teams boost connection rates and streamline prospecting. 0 reviewers rated this feature Predict future data based on historical data sets 0% of 0 reviewers... Copy on the page or chat window encouraging the user to engage with the chat option 0.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation 0% of 0 reviewers... Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls 0% of 0 reviewers... Tracks proposal views, engagement, and conversions. Teams can monitor which proposals are being opened, how long they’re viewed, and whether they lead to action, helping refine outreach and improve close rates. 0 reviewers rated this feature Create proposals based on costs of labor and materials 0% of 0 reviewers... Tools designed to streamline the process of lead generation and management for sales teams 0.00% of 1 reviewers that rated this feature as important or highly important Monitor wait time and abandonment for incoming requests that have not been routed 0% of 0 reviewers... Generate quotes or estimates for customers 10.00% of 10 reviewers that rated this feature as important or highly important Preview and make real-time changes in the web content 0.00% of 1 reviewers that rated this feature as important or highly important Engage in direct, instant messaging with customers, users, etc. 66.67% of 3 reviewers that rated this feature as important or highly important Engage in direct, instant messaging with consumers 47.37% of 19 reviewers that rated this feature as important or highly important Active monitoring of systems, applications, or networks 0.00% of 1 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs 68.75% of 16 reviewers that rated this feature as important or highly important Based on availability, instantly confirm or deny a request when a new booking is made 30.00% of 10 reviewers that rated this feature as important or highly important Receive system updates as soon as any changes are made 33.33% of 3 reviewers that rated this feature as important or highly important Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement 0% of 0 reviewers... Log and store the source of contacts/leads 33.33% of 3 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 83.33% of 6 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 45.45% of 11 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 52.86% of 70 reviewers that rated this feature as important or highly important Planning and managing of resources and procedures to mitigate the impact of events and incidents 0% of 0 reviewers... Web design that automatically adjusts to look good on different screen sizes 100.00% of 1 reviewers that rated this feature as important or highly important Monitor conversion rates and analyze effectiveness and profitability of marketing efforts 43.75% of 16 reviewers that rated this feature as important or highly important Lets admins assign specific permissions to users based on their roles. This ensures data security and workflow clarity, especially for teams managing sensitive customer information or working across departments. 0 reviewers rated this feature Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Automatically sends email updates when new content is published. This saves time on manual scheduling and ensures subscribers receive timely updates. 0 reviewers rated this feature Define, track, and/or automate sales activities and sales processes 66.67% of 3 reviewers that rated this feature as important or highly important Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) 33.33% of 3 reviewers that rated this feature as important or highly important Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 54.50% of 189 reviewers that rated this feature as important or highly important Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0.00% of 2 reviewers that rated this feature as important or highly important Send individual or bulk text messages at predetermined times 0% of 0 reviewers... Plan availability and assign specific time slots for tasks and resources 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 57.14% of 7 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 38.46% of 13 reviewers that rated this feature as important or highly important Optimize and manage the search engine optimization efforts for a website or digital content 0% of 0 reviewers... Set and monitor service level agreements to ensure timely response and resolution 0.00% of 1 reviewers that rated this feature as important or highly important Share contacts with other applications like Gmail and CRM 0.00% of 1 reviewers that rated this feature as important or highly important Create and design custom email signatures 0% of 0 reviewers... Add and maintain centralized email signature(s) across an organization 0% of 0 reviewers... Premade templates and examples for email signatures 0% of 0 reviewers... Allows users to securely access the platform using centralized credentials. This simplifies login management across teams and reduces friction for organizations with multiple users and systems. This feature is only available in the Pro plan. 0 reviewers rated this feature Manage campaigns and track engagement for marketing efforts across social media channels 11.11% of 9 reviewers that rated this feature as important or highly important Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 44.00% of 25 reviewers that rated this feature as important or highly important Filters used to determine different types of malware threats 23.53% of 17 reviewers that rated this feature as important or highly important Add or remove subscribers from mailing lists 42.86% of 7 reviewers that rated this feature as important or highly important Process of managing customer subscription lifecycle for a recurring service or a product 0% of 0 reviewers... Allow customers/users to submit support queries and service requests 68.75% of 16 reviewers that rated this feature as important or highly important Track the status of support tickets/escalations as they move through the service queue 0% of 0 reviewers... Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Identify a list of target accounts that marketers want to turn into customers 0.00% of 1 reviewers that rated this feature as important or highly important Edit task information and all related elements 55.88% of 34 reviewers that rated this feature as important or highly important Import tasks from external sources 0% of 0 reviewers... Create, manage and track all task activities and progression 34.48% of 29 reviewers that rated this feature as important or highly important Track the status and progress of tasks 65.38% of 26 reviewers that rated this feature as important or highly important Allows your team to create, assign, and track tasks with reminders and daily status emails. It’s especially useful for managing follow-ups and coordinating across roles without missing a beat. 50 reviewers rated this feature Add labels or tags to tasks 60.00% of 5 reviewers that rated this feature as important or highly important Organizing a group of people to accomplish a task 100.00% of 1 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. 50.00% of 4 reviewers that rated this feature as important or highly important Organize customer data and accounts by user or geography 0.00% of 4 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 30.00% of 10 reviewers that rated this feature as important or highly important Track, manage, or resolve user requests and IT incidents/issues 51.52% of 33 reviewers that rated this feature as important or highly important Track the amount of time users spend on websites 0% of 0 reviewers... A digital list of items that need to be completed 0% of 0 reviewers... View messages sent by both parties during the chat conversation 0.00% of 3 reviewers that rated this feature as important or highly important Transfer queries and organize messages between agents 0.00% of 1 reviewers that rated this feature as important or highly important Track and interpret metrics on the usage of company resources 0% of 0 reviewers... Monitor user activity through engagement methods 0% of 0 reviewers... Track visitors and purpose of visits 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... Set-up notifications and alerts for web browsers and apps. 0% of 0 reviewers... Monitor activity of individuals who visit your website using cookies 33.33% of 6 reviewers that rated this feature as important or highly important Control system access and/or deliverability for applications and email addresses 0% of 0 reviewers... Analyze lost and won opportunities 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 44.74% of 38 reviewers that rated this feature as important or highly important What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface 20.00% of 5 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer EngageBay CRM’s top-rated features help teams stay focused and responsive by linking contact records, campaigns, and tasks into a single workflow. The automation and scheduling tools reduce manual effort and support consistent outreach across channels. Features 4.6 (907) 4.6 Based on 907 reviews ## Pricing Value for money 4.7 (826) EngageBay CRM’s paid plans start at $12.74 per user, per month, which is significantly lower than the average small and midsize business (SMB) CRM budget of $74 per month. Pricing scales by contact volume and feature access, with no seat minimums listed. The Pro plan goes up to $101.99 per user, per month for advanced tools. Free Version [View pricing plan details](https://www.capterra.com/p/178819/EngageBay-Marketing/pricing/) Free $0.00 It includes: - 250 Contacts - Email Marketing - Autoresponders - Email Broadcast - Sequences - Lead Grabbers - Landing Pages - CRM - Helpdesk - Live Chat Basic $14.99 Per User,Per Month It includes: - 500 Contacts - Email Templates - Web Pop-ups - Landing Page Builder - Lead Scoring - SMS Marketing - 3rd Party Integrations - Social Suite - Tag Manager Growth $64.99 Per User,Per Month It includes: - 5000 Contacts - Marketing Automation - Push Notifications - Site Messages - Broadcast A/B Testing - Landing Page A/B Testing - Custom Domain - Call Records - Service Automation - Products - Proposals Pro $119.99 Per User,Per Month It includes: - Unlimited Contacts - Marketing Automation - Web Analytics - Proposal Analytics - SSO - Role Management - Goals - Custom Reporting - Dedicated Account Manager - Uptime SLA - Phone Support Value for money 4.7 (826) 4.7 Based on 826 reviews ## Integrations EngageBay CRM connects with a mix of marketing, communication, and productivity tools through both native and third-party links. These integrations support email sync, contact management, and workflow automation across commonly used platforms. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Stripe](https://www.capterra.com/p/123889/Stripe/) Barkha Bali Content Writer Connecting EngageBay CRM with tools for outreach, scheduling, and contact sync helps your sales lead reduce manual entry, unify customer data, and speed up campaign execution across your team’s daily workflows. 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. ## Support, customer service and training options Customer Service 4.8 (846) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (846) 4.8 Based on 846 reviews ## User reviews Overall rating 4.7 Based on 907 reviews Filter by rating 5(632) 4(246) 3(22) 2(2) 1(5) Mentioned topic Sorted by most recent AC Antonio C. Founder Computer Software ### "Abandoned maintenance." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 19, 2026 Was great at the beginning, simple product, not too expensive, compared to competition. But then they stopped caring about it. Pros nothing anymore, they stop maintaining it. Over time it become always more slow and unusable. What a shame. They made lot of promo with AppSumo during launch time, but then they abandoned the development of the product. Cons Developers care. They abandoned the product. It became so slow that it was almost unusable, even for a small business. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LJ Latrease J. Patient Service Representative Hospital & Health Care ### "Easy to Navigate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 I have begun recommending this product to my colleagues. When I find a product or system that is easy and user friendly I recommend it Pros very easy to navigate, it is extremely user friendly. I enjoyed the notifications from the sales department Cons I cant say that there was anything that made me dislike the EngageBay CRM. Everything was pretty much easy Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 13, 2026 Thank you for the kind feedback. We’re glad to hear that you found EngageBay easy to navigate and user-friendly. Making the platform intuitive so teams can get work done without friction is something we focus on a lot. It’s also great to know the sales notifications were helpful in keeping you informed. We truly appreciate you taking the time to share your experience and are happy that EngageBay has been working smoothly for you. Thanks for being part of the EngageBay community. SK Satou K. Administrator Mechanical or Industrial Engineering ### "Best CRM at reasonable price" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 20, 2026 Pros The CRM, email marketing, sequences work smoothly together. The email sequences and campaigns are easy to create with rich templates which saves time. Pricing is also very less compared to other tools in the market Cons It lacks advanced analytics and reporting and the mobile app lacks all the features making it difficult to access anywhere Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 13, 2026 Thank you for sharing your feedback and for highlighting what’s working well for you. We’re glad to hear that the CRM, email marketing, and sequences are helping streamline your work, and that the templates and pricing provide good value compared to other tools. Making powerful capabilities accessible to growing businesses has always been an important goal for us. We also appreciate your honest feedback about analytics, reporting, and the mobile app. Enhancing reporting depth and improving feature parity on mobile are areas we continue to invest in as the platform evolves. Thanks again for taking the time to share your experience and for being part of the EngageBay community. AU Anonymous User Sales Representative Food & Beverages ### "It gets the job done enough." 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 14, 2026 It's been a decent experience overall, as customer service has been able to help all the time. Email marketing has been successful in getting things out, and the way it's laid out to view open-rate, delivery rate, and clicks is very helpful, I will not lie. Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience. Pros Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for efficiency. Cons Not up to speed with 2026 userability expectations. The calendar is too basic (you can't drag things around), whereas in Deals, you can. Adding notes and creating contacts is just clunky. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 13, 2026 Thank you for sharing your honest feedback and for highlighting what’s working well for you. We’re glad to hear that our customer support has been attentive and that the Deals section, email marketing, and sales features are helping keep your work organized and efficient. That’s exactly the kind of practical value we aim to deliver. We also appreciate your candid comments about usability, particularly around the calendar, note-taking, and contact creation. Your feedback is valid, and improving the overall user experience to meet evolving expectations is something our product team is actively working on. Enhancements to scheduling tools and smoother workflows for everyday actions are areas we continue to prioritize. Thank you again for taking the time to share your perspective. Feedback like this helps us keep improving EngageBay for everyone. AL Andrea L. Owner Non-Profit Organization Management ### "EngageBay CRM - Pleasant Interface with Excellent Customer Service " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 5, 2026 I've been using EngageBay CRM for some time now, ultimately for contact management. Any time I've had a question, their customer service has been excellent. Pros Y favorite thing about EngageBay CRM is that it helps to keep me organized, with a colorful interface and great customer service. Cons My least favorite thing about EngageBay CRM is the learning curve but this is to be expected with most software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 13, 2026 Thank you for the kind feedback. We’re glad to hear that EngageBay is helping you stay organized and that you enjoy the interface and our customer support. Creating a clear, approachable experience while providing responsive support is something we care a lot about. We also appreciate your honest note about the learning curve. While powerful tools can take a little time to get familiar with, we’re continuously working to make onboarding and everyday usage simpler. Thanks again for sharing your experience and for being part of the EngageBay community. NJ Nick J. Marketing Analyst Staffing and Recruiting ### "EngageBay Powers Our Business" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 10, 2025 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 looking for an all-in-one CRM that doesn’t overload you with complexity, EngageBay is absolutely worth it. Pros EngageBay brings together CRM, automation, email sequences in a way that feels surprisingly lightweight yet powerful. Cons The reporting module offers basic reports but I would love if they offer advanced reports that help to get deep insights. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jelyn T. Marketing Manager Management Consulting ### "Balanced CRM for daily use and growth-focused teams" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 4, 2025 Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is. There is still a bit of a learning curve with the interface and data management, but once the basics are set up, it works reliably for day-to-day outreach and follow-ups.​ Pros The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way. The user interface is generally okay once you get used to it, but it could be a bit more intuitive in some areas. Data management features seem solid and cover most of what we need, although we are still exploring the platform and expect it will take a bit more time to fully understand and optimize how everything works for our use case.​ Cons The main downside so far is that EngageBay CRM can feel a bit overwhelming at first, especially when trying to navigate all the different modules and settings as a new user. The interface and data management tools do the job, but they are not always as intuitive or streamlined as they could be, so it sometimes takes extra clicks and trial-and-error to find or configure what is needed. 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 campaign tasks in a row. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Switched from HubSpot to EngageBay mainly for better value and a more complete all‑in‑one toolset at a price that works for a smaller team. EngageBay combines CRM, email marketing, automations, and support features in one platform without the steep jump in subscription and onboarding costs that come with scaling HubSpot, so it was easier to justify financially while still covering day‑to‑day sales and marketing needs.​ Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LW Laura W. Marketing Assistant Financial Services ### "Great CRM for small business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 21, 2025 Pros Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage. The UI is great and the learning curve was small. Support is always readily available and friendly. I use several different CRMs in my position and this one has by far been my favorite. Cons There are some small things that I wish were able to be handled by automations that Engagebay cannot at this time, but so far I've been able to find simple workarounds. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HK Hitesh K. Administrator Information Services ### "EngageBay Helped Me Stay Organized and Save Time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 3, 2025 EngageBay has truly been a game-changer for me by bringing everything together. Marketing, sales, and customer management were all consolidated in one place previously. I was juggling multiple tools for email lead tracking and follow-ups, which was not only confusing but also incredibly time-consuming Pros What I genuinely appreciate about EngageBay is how it simplifies everything for users. It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools. Its a wonderful to have everything I need in one place Cons Honestly, there is very little to dislike about Engagebay. My experience has been consistently smooth, and everything has been consistently smooth and everything functions just as I expected Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LM Lee M. Operations manager Health, Wellness and Fitness ### "Always helpful support " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 23, 2025 Pros EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding. \[sensitive content hidden\], in particular, has been incredibly helpful and solution-focused through every roadblock I’ve encountered. He’s always friendly, responsive, and gets the job done. Thank you, \[sensitive content hidden\]! Cons It is a basic CRM and it lacks some basic functionality from a reports side. But overall, the support team can usually help you find a workaround. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) We needed more features that Mailchimp didn;t have. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) ## FAQs Yes. EngageBay CRM offers a free plan for up to 250 contacts. It includes basic CRM, email marketing, and help desk features, making it suitable for small teams starting out with limited outreach needs. EngageBay CRM starts at $12.74 per user, per month for the Basic plan. The Pro plan, which includes advanced features like SSO and proposal analytics, costs $101.99 per user, per month. Yes. EngageBay CRM includes marketing automation tools that handle email follow-ups, lead nurturing, and campaign scheduling. These are available starting with the Growth plan and above. Yes. EngageBay CRM supports integrations with email, calendar, and marketing platforms through native and third-party connectors. Popular options include Zapier, Mailchimp, and Google Workspace. EngageBay CRM works well for small teams, but some users report limitations in customization and scalability. Larger teams may need to evaluate advanced plans or integration depth before scaling. Yes. EngageBay CRM has a mobile app, but some users note that it lacks full feature parity with the desktop version. Core CRM and contact management tools are available on mobile. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from EngageBay CRM’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 14, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Shep Hyken](https://www.capterra.com/resources/author/shep-hyken-guest-contributor/) ### [Capterra Value Report: A Price Comparison Guide for CRM Software](https://www.capterra.com/resources/CRM-software-pricing-report/) Published March 1, 2024 by [Baljeet Kaur](https://www.capterra.com/resources/author/bkaur/) ### [Types of CRM Software to Know Before You Buy](https://www.capterra.com/resources/types-of-crm-software/) Published March 24, 2026 by ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) ### [How To Leverage Your CRM for Better Sales Pipeline Analysis](https://www.capterra.com/resources/sales-pipeline-analysis/) Published August 17, 2023 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) Popular comparisons [HubSpot CRM vs EngageBay CRM](https://www.capterra.com/compare/152373-178819/HubSpot-CRM-vs-EngageBay-Marketing)[Salesforce Sales Cloud vs EngageBay CRM](https://www.capterra.com/compare/61368-178819/Salesforce-vs-EngageBay-Marketing)[Zoho CRM vs EngageBay CRM](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing)[Bigin by Zoho CRM vs EngageBay CRM](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-vs-Bigin-by-Zoho-CRM)[Dynamics 365 vs EngageBay CRM](https://www.capterra.com/compare/157279-178819/Dynamics-365-vs-EngageBay-Marketing)[Kylas Sales CRM vs EngageBay CRM](https://www.capterra.com/compare/178819-210630/EngageBay-Marketing-vs-Kylas)[Pipedrive vs EngageBay CRM](https://www.capterra.com/compare/132666-178819/Pipedrive-vs-EngageBay-Marketing)[eWay-CRM vs EngageBay CRM](https://www.capterra.com/compare/152769-178819/eWay-CRM-vs-EngageBay-Marketing)[ActiveCampaign vs EngageBay CRM](https://www.capterra.com/compare/79367-178819/ActiveCampaign-vs-EngageBay-Marketing)[Bitrix24 vs EngageBay CRM](https://www.capterra.com/compare/113540-178819/Bitrix24-vs-EngageBay-Marketing) [Brevo vs EngageBay CRM](https://www.capterra.com/compare/132996-178819/brevo-vs-EngageBay-Marketing)[Nutshell vs EngageBay CRM](https://www.capterra.com/compare/144340-178819/Nutshell-vs-EngageBay-Marketing)[Odoo vs EngageBay CRM](https://www.capterra.com/compare/135618-178819/Odoo-vs-EngageBay-Marketing)[Mailchimp vs EngageBay CRM](https://www.capterra.com/compare/110228-178819/MailChimp-vs-EngageBay-Marketing)[OpenCRM vs EngageBay CRM](https://www.capterra.com/compare/129881-178819/OpenCRM-vs-EngageBay-Marketing)[monday CRM vs EngageBay CRM](https://www.capterra.com/compare/178819-245800/EngageBay-Marketing-vs-Monday-CRM)[Freshsales vs EngageBay CRM](https://www.capterra.com/compare/155563-178819/Freshsales-vs-EngageBay-Marketing)[Act! vs EngageBay CRM](https://www.capterra.com/compare/175860-178819/Act-vs-EngageBay-Marketing)[Claritysoft CRM vs EngageBay CRM](https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing)[Spotler CRM vs EngageBay CRM](https://www.capterra.com/compare/88929-178819/Really-Simple-Systems-CRM-vs-EngageBay-Marketing)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)