--- title: "EngageBay CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EngageBay CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/178819/EngageBay-Marketing/" page_type: "product" language: "en" --- # EngageBay CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EngageBay CRM ## What is EngageBay CRM? EngageBay’s AI-powered CRM offers a comprehensive set of tools to help businesses manage customer relationships efficiently. It unifies marketing, sales, and service automation with built-in AI capabilities for smarter engagement and decision-making. The platform enables teams to capture leads, nurture them through automated workflows, and deliver consistent customer experiences from a single, unified system. ## What is EngageBay CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Email Marketing](https://www.capterra.com/email-marketing-software/)[All-in-One Marketing Platform](https://www.capterra.com/all-in-one-marketing-software/) Recognitions Shortlist Overall rating Based on 910 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Affordable all-in-one platform Time-saving automation features Occasional bugs and slowdowns Email delivery and limits issues Starting price $14.99 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Help Desk / 2026 - Marketing Automation / 2026 - Sales Enablement / 2026 - SMS Marketing / 2026 - Construction CRM / 2025 - Contact Management / 2025 - Customer Engagement / 2025 - Customer Service / 2025 - Email Tracking / 2025 - Inside Sales / 2025 - Landing Page / 2025 - Lead Generation / 2025 - Lead Management / 2025 - Nonprofit CRM / 2025 - Real Estate CRM / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Issue Tracking / 2026 - Landing Page / 2026 - Lead Nurturing / 2026 ## EngageBay CRM alternatives Highest Rated [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,483)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,806)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/178819/EngageBay-Marketing/alternatives/) ## FAQs about EngageBay CRM Overview ### What problems does EngageBay CRM solve? EngageBay CRM helps teams eliminate scattered lead data, manual follow-ups, and disconnected marketing, sales, and support workflows by centralizing contacts, pipeline tracking, email campaigns, forms, landing pages, and automations in one system. Small businesses, startups, lean sales teams, marketers, recruiters, and customer support staff benefit most from faster lead nurturing and organized customer management. Answer based on 587 reviews Overview ### Which roles and teams benefit most from EngageBay CRM? EngageBay CRM is most used by small-business leaders, including CEOs, founders, owners, presidents, and directors, who need one system for customer tracking, sales oversight, and growth visibility. Marketing teams use it to manage campaigns and leads, while sales, operations, and administrators streamline follow-ups, pipeline management, and daily customer workflows. Answer based on 908 reviews Overview ### What company size and industries is EngageBay CRM built for? EngageBay CRM is built for small businesses, which make up 93% of reviewers, and is used most in Marketing and Advertising at 14%. It is intended for small to midsize companies needing all-in-one sales and marketing software, with additional adoption in Information Technology and Services at 12% and Computer Software at 6%. Answer based on 908 reviews Features and Usability ### What are the key features of EngageBay CRM? EngageBay CRM includes core CRM tools like contact management, deal tracking, and sales pipeline management, plus differentiators such as email marketing, workflow automation, lead scoring, and landing pages. It also offers live chat, help desk ticketing, appointment scheduling, and integrations, combining sales, marketing, and support in one system. Answer based on 389 reviews Pricing ### How much does it cost and what fees or limitations are included? EngageBay CRM starts with a free plan, then paid plans begin at $14.99/user/month for Basic, $64.99 for Growth, and $119.99 for Pro, with annual and biennial discounts. Reviewers often call the free plan generous and good value, though some note the 250-contact cap and that certain features require higher-tier plans. Answer based on 287 reviews Integrations ### Which third-party tools and platforms does EngageBay CRM integrate with? EngageBay CRM integrates with over 30 third-party tools, including Zapier, Mailchimp, Twilio, Microsoft Outlook, WordPress, Gmail, Stripe, and WooCommerce. Reviewer mentions also confirm Zoom Workplace, Calendly, WhatsApp, and Google Contacts, covering email, communications, ecommerce, scheduling, and website workflows. Answer based on 181 reviews Getting Started and Support ### How easy is it to onboard and train a team on EngageBay CRM? EngageBay CRM is fairly quick for beginners, small teams, and new hires to learn, with in-person training, live online sessions, webinars, videos, and documentation available. Reviewers say the interface is intuitive once basics are set up, while admins and teams using automations or many modules usually need more time and support. Answer based on 80 reviews Getting Started and Support ### What customer support options does EngageBay CRM offer, and how do users rate the experience? EngageBay CRM offers email/help desk, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as fast, patient, and helpful, especially during setup and troubleshooting. Some mention gaps in documentation, occasional slower responses, and inconsistent resolution quality when issues are more complex. Answer based on 389 reviews Marketing and sales ### How well does EngageBay CRM handle marketing and sales? EngageBay CRM brings marketing and sales tools into one place, which works well for small business teams and agencies. It covers email campaigns, automation, lead tracking, contact management, and pipeline views with an easy learning curve, though some users find deal setup, reporting, integrations, and campaign stats less consistent. Answer based on 171 reviews ## 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 all-in-one platform 96% positive reviews out of 72 Most reviewers describe small business support as affordable, user-friendly, and comprehensive for managing operations efficiently. matt A. sales agent, 2 - 10 employees. "A powerful, cost-effective CRM ideal for small to mid-sized businesses." Occasional bugs and slowdowns 48% negative reviews out of 86 Some reviewers describe bugs, slow performance, and workflow interruptions that reduce reliability and require better troubleshooting resources. Jelyn T. Marketing Manager, 11 - 50 employees. "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." Time-saving automation features 95% positive reviews out of 59 Most reviewers appreciate automation for streamlining repetitive tasks, improving efficiency, and ensuring consistent follow-ups. Grace Y. Founder and CEO, 2 - 10 employees. "Pipeline management is clear and simple , and automation makes sure no follow ups is missed." Email delivery and limits issues 50% negative reviews out of 64 Some reviewers report email sending restrictions, deliverability problems, and formatting difficulties impacting campaign effectiveness. Amir K. Owner, 2 - 10 employees. "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 only a few dozen emails had been sent." Effective lead tracking tools 95% positive reviews out of 41 Most reviewers indicate lead management enables easy lead capture, segmentation, nurturing, and pipeline organization for better conversions. satyam S. Assistant Manager- Digital Marketing, 501 - 1,000 employees. "Comprehensive CRM: Keeping track of leads and customers has never been easier." Limited reporting capabilities 66% negative reviews out of 32 Most reviewers find reporting and analytics basic, lacking depth, customization, and advanced data insights needed for decision-making. Shiva K. Chief research officer, 11 - 50 employees. "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs" ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) EngageBay CRM supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency. Contact Management 4.7 (347) 58.79% of 347 reviewers that rated this feature as important or highly important EngageBay CRM offers a centralized, customizable way to manage and track all contact interactions, tasks, and notes. Users think it’s intuitive, supports unlimited contacts, and enables efficient follow-ups, though some mention list uploads could be improved for existing contacts. Sales Pipeline Management 4.6 (188) 54.26% of 188 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 4.6 (222) 54.50% of 222 reviewers that rated this feature as important or highly important You can track, score, and organize leads in one place, automate follow-ups, and monitor engagement. Reviewers indicate it’s intuitive, customizable, and helps prioritize leads, though a few mention the interface could be refined and finding leads can sometimes be difficult. Task Management 4.6 (29) 34.48% of 29 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.4 (25) 36.00% of 25 reviewers that rated this feature as important or highly important Import and export data to and from software applications Email Campaign Management 4.6 (268) 59.70% of 268 reviewers that rated this feature as important or highly important It gives you tools to build, automate, and personalize email campaigns with drag-and-drop design, templates, and analytics. Reviewers appreciate its ease of use, automation, and segmentation, though some mention initial sending limits and template variety could be better. EngageBay CRM 228 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Informs of any account changes and notifications Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Automatic update of information / software Establish rules for automatic propagation of social media posts across one or more channels Automatic reply functionality for incoming messages Tickets are automatically assigned to specific agents based on predefined rules Automatically create schedules based on business needs or employee availability and qualifications Distribute/route/connect calls Dials outbound calls automatically Create and automatically send premade copy in response to customer messages Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Software's ability to perform similar action on multiple similar files simultaneously Track visitors'/audience's responses across web pages and other optimized content Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Track and report on call outcomes Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Sends voice calls to a specific queue based on predetermined criteria Schedule date and time for callbacks/follow-up calls or reminders Provide agents with a typical response for common call subject matter Measure campaign influence through collection of keyword tracking and revenue sources Identify the number and contact information of a caller before answering the phone Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Create email signatures specific to a campaign Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Shortcuts for inputting frequently used messages Manage various distribution channels, build relations with channel partners, and track their performance Identify customers at risk of migration and activate strategies to retain them Track the amount of clicks on individual products to measure campaign results Electronic storage of stakeholder contact information Manage contact details and communication with clients Track all company interactions with current clients Manage and track all internal and external communication conducted via calls, email, text, or chat Computer-telephony integration is the use of computers to manage telephone calls Automated reminders and confirmations for booked appointments and events via text or email With this capability, you can easily organize, filter, and customize contact lists, import data from third-party sources or CSV, and manage unlimited contacts. Reviewers appreciate its user-friendly design, robust tagging, seamless integration, and efficient access to client information. EngageBay CRM offers a centralized, customizable way to manage and track all contact interactions, tasks, and notes. Users think it’s intuitive, supports unlimited contacts, and enables efficient follow-ups, though some mention list uploads could be improved for existing contacts. The ability to create unique content Distributing content through various platforms or channels Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Access previous interactions or concerns to maintain customer relationships Store and organize information about customers and previous interactions Process of dividing customers into groups based on common characteristics Track customers' activities across social networks and maintain details about their demographics, preferences & more Provide online support for your customers through live chat or help desk functionality Add customized logos and colors to align with company branding Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Ability to handle large datasets Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Defines specific deal parameters to negotiate and secure deals Store and organize documents in a centralized system Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience It gives you tools to build, automate, and personalize email campaigns with drag-and-drop design, templates, and analytics. Reviewers appreciate its ease of use, automation, and segmentation, though some mention initial sending limits and template variety could be better. Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Ability to oversee and optimize the operations of a mail server Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Public or private sharing of digital files such as documents, audio/video, images, and more Primarily serving architecture, engineering, and construction industry professionals Intended to be used by insurers Operate/access software on iPad Devices Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Adds a customizable form to the landing page, usually for the purposes of lead generation Games or game-like elements to track progress and reward accomplishments Geographic location of visitors determines behavior of the software Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Automatically find mutually available meeting time slots across multiple calendars Managing service requests, incidents, IT issues & support with a ticketing system Store and manage images Organize, prioritize, and manage incoming communications Manage and track all disruptions and incidents Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Managing inventories and tracking changes to hardware and software configurations Monitor and collect information from social media based on specific keywords Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Create landing pages or online forms designed to capture new leads and prospects With this aspect, you can capture leads via forms, pop-ups, and landing pages, automatically adding them to your CRM. Some users say it’s easy to use, integrates well with WordPress, and offers solid automation, though a few mention calendar booking could be updated. Route and distribute your leads to third party buyers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Manage the process of attracting and converting business prospects into leads You can track, score, and organize leads in one place, automate follow-ups, and monitor engagement. Reviewers indicate it’s intuitive, customizable, and helps prioritize leads, though a few mention the interface could be refined and finding leads can sometimes be difficult. Real-time alerts or notifications that inform teams about new leads or prospects Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. Boards that use custom metrics to show how leading performers compare to other individuals/teams Manage contacts across multiple mailing lists Ability to chat online in real time Identify the physical location of an individual, asset, device, etc. Templated responses for responding quickly to recurring support requests Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Send messages to multiple subscribers at the same time Manage the process of planning and scheduling meetings, including agenda creation Access software remotely via mobile devices Notifications via mobile devices Optimize content to ensure it is easily accessible for mobile users Manage and post content across multiple social media accounts and platforms simultaneously Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Collect information from multiple sources Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Create many versions of emails, forms, or actions and gauge which is most effective Schedule when notifications are sent Form to collect visitor contact information when live chat isn't available Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Book meetings and appointments through a website or digital platform Create new forms and/or use ready-made online form templates Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Schedules specific times for content to appear on social media platforms, blogs, websites etc. System automatically dials the next number on the contact list after the previous call ends Predict future data based on historical data sets Copy on the page or chat window encouraging the user to engage with the chat option Reporting on how each user, task or process has advanced since its initiation Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Monitor wait time and abandonment for incoming requests that have not been routed Generate quotes or estimates for customers Preview and make real-time changes in the web content Engage in direct, instant messaging with customers, users, etc. Engage in direct, instant messaging with consumers Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Based on availability, instantly confirm or deny a request when a new booking is made Receive system updates as soon as any changes are made Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Planning and managing of resources and procedures to mitigate the impact of events and incidents Web design that automatically adjusts to look good on different screen sizes Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Plan daily routes to optimize employee scheduling and provide directions Define, track, and/or automate sales activities and sales processes Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Send individual or bulk text messages at predetermined times Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Optimize and manage the search engine optimization efforts for a website or digital content Set and monitor service level agreements to ensure timely response and resolution Share contacts with other applications like Gmail and CRM Create and design custom email signatures Add and maintain centralized email signature(s) across an organization Premade templates and examples for email signatures Manage campaigns and track engagement for marketing efforts across social media channels Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Filters used to determine different types of malware threats Add or remove subscribers from mailing lists Process of managing customer subscription lifecycle for a recurring service or a product Allow customers/users to submit support queries and service requests Track the status of support tickets/escalations as they move through the service queue Attach digital tags to documents and assets for identification, search, or monitoring purposes Identify a list of target accounts that marketers want to turn into customers Edit task information and all related elements Import tasks from external sources Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Add labels or tags to tasks Organizing a group of people to accomplish a task Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Track, manage, or resolve user requests and IT incidents/issues Track the amount of time users spend on websites A digital list of items that need to be completed View messages sent by both parties during the chat conversation Transfer queries and organize messages between agents Track and interpret metrics on the usage of company resources Monitor user activity through engagement methods Supports various video file formats Track visitors and purpose of visits Web form that allows users to enter data that is sent and processed for different reasons Set-up notifications and alerts for web browsers and apps. Monitor activity of individuals who visit your website using cookies Control system access and/or deliverability for applications and email addresses Analyze lost and won opportunities Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.6 (910) 4.6 Based on 910 reviews ## Pricing Value for money 4.7 (829) 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 (829) 4.7 Based on 829 reviews ## 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/) 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 (849) 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 (849) 4.8 Based on 849 reviews ## User reviews Overall rating 4.6 Based on 910 reviews Filter by rating 5(634) 4(246) 3(22) 2(2) 1(6) Mentioned topic Sorted by most recent ZG Zach G. VP, Marketing Information Technology and Services ### "A Solid Option for Keeping Marketing Workflows in One Place" 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 August 15, 2026 The biggest benefit is organization. Having customer information and marketing activity in one system makes it easier to maintain visibility and follow up consistently. It can also be more practical than paying for several separate tools. Pros What stood out to me most was having several marketing, sales, and customer-management functions in one place. I liked not having to constantly jump between different tools just to keep track of leads and follow-ups. The overall setup feels practical, particularly for a growing team that wants to keep its workflow relatively simple. Cons There is a learning curve when you first start exploring the different features. Because EngageBay covers quite a lot, it can take some time to figure out which functions are actually useful for your particular workflow. I also think some areas could feel more streamlined. 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. MP Michael P. Owner Consumer Services ### "Dishonest in the Free Trial " 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 12, 2026 I’m a small-business owner who signed up for the “free trial.” After setting up the account, I discovered that an important feature I needed was not available at a price I could afford. I selected “Do Not Renew” and also spoke with a team member through the online chat, clearly asking them to cancel my account. One month later, my credit card was charged for an entire year. When I contacted the company, they claimed I had not cancelled and offered only a 50% refund—even though I had followed the cancellation process and spoken directly with their team. I would strongly recommend choosing a more reputable CRM, such as Salesforce, Bigin by Zoho, or another trusted provider. Based on my experience, I would stay away from this company. Their cancellation and billing practices were extremely disappointing. Pros Dishonest Company, Offered a Free Trial, I cancelled and they still charged me and refused to offer a full refund. Seemed like a good program but it was missing a Automation setting that I wanted, so I made the decision you use Sales Force Cons The Dishonesty of the company, Free Trial, take your credit card, you cancel and they still charge you. Switched from [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Had the services I needed to make the purchase worth it 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. MA Mon A. Admin Assistance Sports ### "Excellent service! " 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 May 8, 2026 Some processes could be more streamlined for first-time users but overall its a user friendly platform to use. Pros Excellent service! The team was quick, efficient, and very responsive throughout the entire process. Their support was reliable, professional, and made everything smooth and stress-free. Highly recommended! Cons Quick and efficient service Reliable and responsive support team Easy communication throughout the process Professional and helpful staff 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. DM Desiree M. Caregiver Hospital & Health Care ### " “A Simple, Budget-Friendly CRM for Growing Teams”" 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 9/10 April 28, 2026 Overall, my experience with EngageBay CRM has been positive. It’s a great all-in-one platform that brings together sales, marketing, and customer support tools, which makes managing the entire customer lifecycle much more efficient. I found it easy to set up and use, with a clean interface and helpful automation features that save time on repetitive tasks. The affordability is also a big advantage, especially for small businesses or startups looking for a cost-effective solution. That said, there are some limitations—reporting and analytics aren’t as advanced as higher-end CRMs, and a few features (like templates and design tools) could be more polished. Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems. Pros What I liked most about EngageBay CRM is its all-in-one approach—having sales, marketing, and customer support tools integrated into a single platform makes managing the entire customer lifecycle much easier. It’s also very affordable compared to other CRMs, which is a big advantage for small businesses or startups. The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency. Overall, it offers strong functionality without the complexity or cost of larger CRM systems. Cons What I liked least about EngageBay CRM is that some features feel a bit limited compared to more advanced platforms. The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights. The interface, while generally easy to use, can feel slightly cluttered or overwhelming at first due to the number of tools packed into one platform. I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues. Overall, it’s a great value tool, but it may lack the depth and refinement needed for larger or more complex teams. 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. 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. AN 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. [View all Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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