# Compare EngageBay CRM vs Clari Copilot 2026 | Capterra > Unsure of what to choose? Check Capterra to compare EngageBay CRM and Clari Copilot based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/178819-194117/EngageBay-Marketing-vs-Wingman --- # EngageBay CRM vs Clari Copilot 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: EngageBay CRMClari Copilot2/4 selected [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) [## 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 [## Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) Starting Price $1080.00/year Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.8 Customer Service 4.7 Reviews Sentiment Based on [313 reviews](#user-reviews) Positive 306 Neutral 7 Negative 0 ## Summary * * * Features in Sales Tracking Software Best performer 26 / 43 Only EngageBay CRM - Appointment Scheduling - Calendar Management - Data Import/Export 17 / 43 Only Clari Copilot - Collaboration Tools - Commenting/Notes - Customizable Reports User satisfaction 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 User satisfaction 4.7 User reviews[313](https://www.capterra.com/p/194117/Wingman/reviews/) Ease of use 4.8 Functionality 4.6 Value for money 4.7 Customer support 4.7 Price starts from Price starts from $14.99Per User, Per Month - Free version - Free trial Price starts from $1080Per User, Per Year - Free version - Free trial Best for 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. Best for SaaS companies selling to other businesses. Any Business where selling is complex and involves Calling/Demo for closing the deal. ## User reviews Pros & cons 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) 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) 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 > "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) 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) 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) 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) 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) 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) NB Nancy B. President > "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 > "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) 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) 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) 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) 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) 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) 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) 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) BM Bree M. Administrator > "The email broadcast feature - the sending limits are far too low to begin with, and the email template function (within broadcasts) is very clunky. Why..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4714244) 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) 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) 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) JD Jamie D. Owner > "My partner and I are willing to put the time and effort into learning new systems but there was hardly any information in the help library. And the support..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6241981) 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) 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) 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) 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) 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) JD Jay D. Business Developer > "they take 15 minutes for customers when sometimes you need more to fix a problem." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6252413) JK Jim K. Owner > "You get to chat with a real person when you need one easily (Their online help is great), not some chatbot" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6784097) 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 > "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) 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) NM Nishant M. Digital Marketing > "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275) CS 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) 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) 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) LM Lee M. Operations manager > "EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7032538) 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) BD Brian D. Trusteee > "It can be confusing for new users who aren't used to using analytical databases." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283671) 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) 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) 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) DK Dale K. None > "Those emails eventually stopped being delivered to my inbox." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6306398) 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) 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) 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) 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) RN Robert N. Full-Stack Developer > "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658) 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) 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) YD Yogesh D. Manager > "One of the main challenges is that forms section integration is complex and require significant time and resources to set up and maintain." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4733923) Brendan C. Business Development Rep > "What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4720484) AK Amir K. Owner > "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) ST Simon T. Operations Manager > "Its a promising fit for our business based on the feature set it offers." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6797739) NP Nipa P. Business Administrator > "Lacks Twitter/X integration." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) SAK Sameer Ali K. SALES CONSULTANT > "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details at..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723) 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 > "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) 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) SK Sandeep K. Manager > "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280) 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) 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) 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) 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) 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) [View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) FS Felipe S. Global Development Representative > "Clari does a great job recording calls in different languages and making summaries that you can review later." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449) FS Felipe S. Global Development Representative > "Sometimes it doesn't join the meetings and you need to add it manually." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449) NA Nilesh A. CTO > "The ability that it can capture the video along with a call, and a very good transcription, Easy to share the clips with" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4731093) SJ Sam J. AE > "I don't much like the battle card popping up again and again during the call which is frustrating sometimes." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4708451) HS Hemanth S. Customer Success Manager > "For me personally, the game tape feature is really valuable, with the game tapes, you can cut long calls into tiny bits and..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190) SC Santhosh C. Customer Success - Implementation > "I don't have anything to say except for the transcript, often it doesn't pick the right words." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4779616) HS Hemanth S. Customer Success Manager > "The Sales and Customer Success teams in our Organization use Wingman and since we started using the tool our processes have..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190) RS Robert S. Data Product Analyst > "Transcription will be off once in a while, as expected with most speech-to-audio, I haven't figured out how to feed it..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411) KW Keri W. Enterprise CSM > "I rely on Wingman primarily for call recordings (to check myself/my memory as well as share training calls etc. with customers)..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4344846) VK Valeed K. Customer Success Strategy & Operations > "Limited options in native integrations with third-party system tools and services makes it less appealing." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3909039) HS Hemanth S. Customer Success Manager > "The important discussions can be trimmed and game tapes are created, these game tapes can be used for internal sharing, and..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190) DK Derek K. Account Executive > "MS teams integration needs some work..Not sure what side of integration is failing but it's glitchy at times with teams." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330) Kemal G. Senior Business Development Manager > "It also saves so much time for our admins. When there's a question agent cannot answer, we can simply do that part of the..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437) CK Clarence K. Onboarding Manager > "The AI tends to be a bit buggy and is not able to pick up on speech as well as I had thought" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4528416) OT Omer T. BDR > "I get inside insights and can improve my calls next time" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4768307) TP Trevor P. Account Executive > "Sometimes the recorder can have an error and not join my zoom call." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4421624) RG Rob G. CMO > "I love the unlimited users feature - makes it easy to share call recordings across the company (then u pay only for recording..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4097273) MJ Mimi J. Content Strategist > "I really wish there was a simple sentence that let people know on a call that Wingman is not a person--it's a note-taking app. " [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660) Jei K. Customer Success Manager > "Love the desktop extension feature along with the ability to turn on/off recording for calls." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4641474) HS Hemanth S. Customer Success Manager > "Sometimes, simple words/sentences spoke may not be correctly captured, often there's an inaccuracy.-" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190) RS Robert S. Data Product Analyst > "Allows for our company to share calls/transcripts seamlessly across teams." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411) HL Hayan L. SDR > "Sometimes the website and the videos are a little slow to lead." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3505449) CC Chris C. Sales Development Manager > "I highly recommend Wingman for any sales manager, individual quota-carrying contributors, or any member of sales organizations..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4485478) HS Hemanth S. Customer Success Manager > "The recording takes you to an incorrect speaker." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190) Manuel H. VP, Community and Partnerships > "The seamless integration with Zoom makes it a convenient companion that is always there to help record my calls with external..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3570730) SM Sanjay M. Client Strategy > "The transcription feature is not the best." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401) MJ Mimi J. Content Strategist > "For client management, Wingman has helped dramatically with reviving a stalled project or better understanding complex needs..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660) Tevin B. Retention Manager > "I don't like that you have to look ahead into your meetings to have the bot not show up." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3537461) HP Hannah P. Customer Lead > "I love being able to listen back to calls in half the time - it saved me so much time while onboarding at a new company and..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4376583) Kshitiz N. Account Director > "It still has some bits and pieces missing like sometimes it's unable to accurately capture the voice of the speaker and..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2826475) HL Hayan L. SDR > "The best feature of Wingman is the ability to record all our meetings." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3505449) EL Eugene L. Enterprise Account Executive > "translations need some improvements, sometimes not accurate." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4299502) RM Rutvik M. CSM > "It helps me trim the recording, and I can share it with my clients" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801) AH Aviv H. Product Manager > "As a Product Manager - I can't attend all customer calls." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4322770) Kemal G. Senior Business Development Manager > "Saves us so much time for our admins and helps us to evaluate our calls and employees." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437) VR Verified Reviewer Account Executive > "Sometimes the transcripts confuses who is speaking" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3468991) NCP Nicholas Christopher P. Customer Success Manager > "Being able to record and listen to my team's calls has helped us tremendously as we aim to be customer-centric." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3553271) VR Verified Reviewer Account Executive > "The coaching and features were lackluster" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3817629) NCP Nicholas Christopher P. Customer Success Manager > "Being able to record and listen to my team's calls has helped us tremendously as we aim to be customer-centric." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3553271) MS Maddie S. BDR > "When i'm not on a demo, the account executive's queue cards show up on my laptop" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2975345) Kshitiz N. Account Director > "It automatically joins an external meeting, records the conversation, transcribes, and give me analytics about questions asked,..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2826475) CL Christopher L. SDR > "Sometimes wingman doesn't catch the full conversation if there are not pauses between what you say and what the other person..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3114354) CT Christian T. Solution Engineer > "Wingman has helped me manage all the minute technical details I'm required to remember during sales calls." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3469886) VR Verified Reviewer Director of LatAm Growth > "For right now, Wingman can't transcribe Spanish voice (which is the core of our business)." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3214562) SM Sanjay M. Client Strategy > "Overall this software has been great to my process and allows me to not worry about taking notes live during calls." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401) VR Verified Reviewer SDR > "The translation/ Picking up different accents seems to be a challenge with this tool." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2922715) Tori S. Senior Customer Success Manager > "We like being able to take note of coaching opportunities and customer expansion opportunities on each call, observe key action..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2987782) TF Trevor F. AE > "Do not like the set up and process." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4517416) AS Avinash S. SDR > "Helps us easily analyse any call and group them with varying filters" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3658248) Jamie G. Business Development Manager > "The customer support team were slow to respond to queries." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3067630) DK Derek K. Account Executive > "awesome just the UI/UX could use some work for better intuitive navigation and some different colour contrasting would be nice." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330) Diane J. Enterprise Sales > "The only con that I can see is that the transcription is not always 100% accurate, but I think with different dialects,..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2406437) AP Adam P. Account Manager > "Wingman by \[sensitive content hidden\] is a fantastic sales recorder tool that makes it easy to keep track of my sales..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4687514) Ryan N. AE > "Sometimes the transcript is not always accurate" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2967997) SM Sanjay M. Client Strategy > "Calls are available for viewing minutes after completing which is much faster than other software." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401) VR Verified Reviewer Founder > "The call transcription is quite poor to be honest" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3281889) JD Jake D. Outbound SDR > "We are solving the problems of managing our sales calls and staying on track of what we said." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3474972) NB Nicolas B. Customer Experience Rep. > "At the moment, I can't think of any features I'd like to add or take away." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3106780) WA Wendi A. Sales Development Representative > "Not only can I review my calls, but it also transcribes them for me as well, which is very helpful!" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3443326) MM Marcus M. Senior Account Executive > "It does seem to have an issue recording meetings that I don't want recorded...even when I cancel it in the pop up." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2603608) VR Verified Reviewer Business Development Executive > "I like the ability to go back and review the call transcripts. When crafting the perfect follow-up email to potential..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3169965) KP Karstyn P. Inbound Marketing Development Specialist > "It can be tough to navigate back and forth." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3273157) WA Wendi A. Sales Development Representative > "I can easily make calls through outreach and they are recorded and uploaded to wingman, love it!" [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3443326) VR Verified Reviewer Inside Sales Representative > "Some of the words are not represented correctly in the call scripts." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2498873) Akhilesh S. Solutions Engineer > "The fact that I do not need to worry about taking notes, but just keep marking bookmarks within a click for it to be reviewed..." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3010042) Gustavo P. Head of Marketing > "The transcript feature still needs some improvements." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2751394) PH Patrick H. Sr. Customer Success Manager > "Also appreciate that calls recorded on our previously used software were able to be uploaded." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925) AJ Aditya J. Customer Success Manager > "Sometimes the transcript isn't very accurate." [See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2317928) [View Reviews](https://www.capterra.com/p/194117/Wingman/reviews/) ## User interface 4.65 (907) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/) 4.66 (313) ## 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 Access Controls/Permissions 207 Important Activity Dashboard 150 Important Activity/News Feed 120 Important EngageBay CRM Top features 26/43 - Access Controls/Permissions - Activity Dashboard - Activity/News Feed - AI Copilot - Alerts/Notifications - Appointment Scheduling - Assignment Management - Calendar Management - Call Logging - Collaboration Tools - Commenting/Notes - Commission Management - Customizable Branding - Customizable Reports - Data Import/Export - Document Management - Electronic Signature - Email Management - Email Templates - Event Triggered Actions - File Sharing - Generative AI - Goal Setting/Tracking - Interaction Tracking - Kanban Board - Leaderboards - Lead Management - Lead Scoring - Live Chat - Mobile Access - Mobile App - Process/Workflow Automation - Product Catalog - Prospecting Tools - Reminders - Reporting/Analytics - Revenue Management - Sales Pipeline Management - Search/Filter - Task Management - Territory Management - Third-Party Integrations - Transfers/Routing [See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features) Clari Copilot 17/43 - Access Controls/Permissions - Activity Dashboard - Activity/News Feed - AI Copilot - Alerts/Notifications - Appointment Scheduling - Assignment Management - Calendar Management - Call Logging - Collaboration Tools - Commenting/Notes - Commission Management - Customizable Branding - Customizable Reports - Data Import/Export - Document Management - Electronic Signature - Email Management - Email Templates - Event Triggered Actions - File Sharing - Generative AI - Goal Setting/Tracking - Interaction Tracking - Kanban Board - Leaderboards - Lead Management - Lead Scoring - Live Chat - Mobile Access - Mobile App - Process/Workflow Automation - Product Catalog - Prospecting Tools - Reminders - Reporting/Analytics - Revenue Management - Sales Pipeline Management - Search/Filter - Task Management - Territory Management - Third-Party Integrations - Transfers/Routing [See all features](https://www.capterra.com/p/194117/Wingman/#features) ### Recognition No recognitions have been awarded to EngageBay CRM No recognitions have been awarded to Clari Copilot ### Deployment & support 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 Clari Copilot 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 EngageBay CRM - By EngageBay - Located in United States - Founded in 2016 Clari Copilot - By Clari - Located in India - Founded in 2018 ## Popular Comparisons [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/)[4.51 (4,451)](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) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) $1080/year Price $25/month 4.6 Features 4.4 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-194117/Salesforce-vs-Wingman) [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 (18,766)](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) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $1080/year Price $20/month 4.6 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-194117/HubSpot-CRM-vs-Wingman) [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 (6,964)](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 4.1 [View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-CRM-vs-EngageBay-Marketing) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $1080/year Price $14/month 4.6 Features 4.3 4.8 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/155928-194117/Zoho-CRM-vs-Wingman) [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 (722)](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 4.7 [View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-vs-Bigin-by-Zoho-CRM) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $1080/year Price $50/month 4.6 Features 4.3 4.8 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-194117/Dynamics-365-vs-Wingman) [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 (5,809)](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) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $1080/year Price $19/month 4.6 Features 4.3 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-194117/Pipedrive-vs-Wingman) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $14.99/month Price $250/month 4.6 Features 4.7 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/178819-210630/EngageBay-Marketing-vs-Kylas) [Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (313)](https://www.capterra.com/p/194117/Wingman/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $1080/year Price $250/month 4.6 Features 4.7 4.8 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/194117-210630/Wingman-vs-Kylas)