# EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is EngageBay CRM the right CRM solution for you? Explore 908 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/

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EngageBay CRM

4.7 (908)

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

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

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Last updated July 21st, 2026

# Reviews of EngageBay CRM

Ease of use

4.5

Customer Service

4.8

## Pros and Cons in Reviews

JW

Jason W

President and CEOMarketing and Advertising, 11 - 50 employeesUsed the software for: 1-2 years.

“The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results noticeably, constant update the platform keeps improving without extra charge.“

September 23, 2025

DM

Desiree M

CaregiverHospital & Health Care, 2 - 10 employeesUsed the software for: I used a free trial.

“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.“

April 28, 2026

NJ

Nick J

Marketing AnalystStaffing and Recruiting, 11 - 50 employeesUsed the software for: 6-12 months.

“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.“

December 10, 2025

Jelyn T

Marketing ManagerManagement Consulting, 11 - 50 employeesUsed the software for: 6-12 months.

“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.“

December 4, 2025

YT

Yohannes T

CEOProfessional Training & Coaching, 2 - 10 employeesUsed the software for: I used a free trial.

“It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and customer support all in one platform. While the lack of integration with third-party software has been a challenge for us, the platform’s functionality and price point still make it a valuable option for businesses that don’t require extensive integrations.“

October 16, 2024

HS

Himanshu S

Sales MangerE-Learning, 51 - 200 employeesUsed the software for: I used a free trial.

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

August 12, 2024

Brian J

Sales RepresentativeFood & Beverages, 11 - 50 employeesUsed the software for: 6-12 months.

“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.“

January 14, 2026

HS

Himanshu S

Sales MangerE-Learning, 51 - 200 employeesUsed the software for: I used a free trial.

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

August 12, 2024

## Showing most helpful reviews

Showing 1-25 of 908 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Kuma W.  
Marketing  
Consumer Services  
Used the software for: I used a free trial

### "CRM Experience "

February 21, 2025

5.0

It's was very good and all futures are less cost.

Pros

EngageBay CRM, some of its commonly praised features include its all-in-one nature (combining marketing, sales, and service tools), its affordability compared to some competitors, and its user-friendly interface. Many users also appreciate the free plan option for small businesses or startups. Of course, whether you would like it depends on your specific needs and priorities in a CRM.

Cons

The marketing and sales and service tool. It's user-friendly interface.

Review Source

JK

Jim K.  
Owner  
Publishing  
Used the software for: Less than 6 months

### "Easy to setup, easy to use. Superb support"

April 21, 2025

5.0

Easy to setup, easy to use. Superb support. Best I've found

Pros

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

Cons

nothing so far.. They have answered all of my setup and user questions

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing EngageBay CRM

Price, ease of implementation, and customer Support

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

HubSpot was too difficult to setup, wasn't responsive customers support

Review Source

CS

Carol S.  
Founder CEO  
Management Consulting  
Used the software for: Less than 6 months

### "Mediocre at best"

March 3, 2025

2.0

I've emailed the CEO about my issues and he's never bothered to respond. It's because of the issues we've had that I'm even writing this review. Others need to know this is not a good CRM.

Pros

Good support where you can actually schedule a call with a human.

Cons

Most everything else. It's not remotely user friendly. The way "Deals" are structured is totally confusing. I was promised by my sales person that it would function like Active Campaign, which I'd used for years but increased in price 4x. Engagebay isn't remotely the same and we've had perpetual problems with it. I, unfortunately, signed up for two years and am sorry I did. I'm now stuck with it.

Switched from

[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)

The price went up 4x, which was a total ripoff considering the amount we used it for.

Review Source

MA

Mon A.  
Admin Assistance  
Sports  
Used the software for: 6-12 months

### "Excellent service! "

May 8, 2026

5.0

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

KC

Kim C.  
Snr VP Sales and Rights  
Publishing  
Used the software for: 6-12 months

### "Love Engage Bay"

December 4, 2024

5.0

I love it. I have been using it since February 2024, having come over from Hubspot, and it's just much easier to use, doing all the same things, for about 1/4th the price. The customer support is awesome. Rarely can I not get help when I need it, and I always get what I need handled. They are a great team at Engage Bay, and I'm really happy I moved over to it.

Pros

Everything. It's just a super simple CRM to use and I love using it as do my 5 salesmen that work with me.

Cons

Not much at all. I rarely run into problems with it, actually.

Switched from

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)

Too expensive and features I was having to pay for that I didn't need.

Review Source

MT

Mark T.  
CEO  
Investment Management  
Used the software for: Less than 6 months

### "My go-to CRM Solution! "

March 27, 2025

5.0

Super easy onboarding and seemless integrations

Pros

I am a huge fan of EngageBay’s CRM ease of use and high-qualify features. There customer service is exemplary and i recommend them highly without reservation.

Cons

I can't think of anything i had an issue with tbh.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing EngageBay CRM

Ease of use including integrating with other platforms

Review Source

JS

Justin S.  
Director of Operations  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Best Onboard Experience "

December 4, 2024

5.0

Quick, Easy and Extremely user friendly!

Pros

The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates!

Cons

Can't really say that I disliked anything about the overall experience

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

needed something easier for my team. Google mentioned trying this

Review Source

YY

Yashwanth Y.  
Business Development manager  
Education Management  
Used the software for: Less than 6 months

### "EngageBay - The only CRM you need"

December 9, 2024

5.0

It is a quite good and satisfying CRM out of all the platforms out there!

Pros

It is really easy to use CRM! Would recommend this to any user.

Cons

I didn't like the UI of the platform initially, but it proved to be very efficient

Alternatives considered

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)

Reason for choosing EngageBay CRM

Pricing, ease of usage, adaptability and the functionality

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Due to the pricing of the other products vs ease and usability of engagebay

Review Source

DB

Dan B.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Great CRM for Business"

February 23, 2025

5.0

Overall positive! Just what my small business needed.

Pros

Easy to setup. I was able to get this working within 30 minutes. So quick.

Cons

Too many emails sent from vendor initially

Alternatives considered

[ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)

Reason for choosing EngageBay CRM

Easy to setup, cloud hosted and cheap for startup.

Review Source

rA

rahim A.  
responsible IT  
Warehousing  
Used the software for: I used a free trial

### "a good CRM and not expensive "

December 5, 2024

4.0

Pros

all option that offer, like the book appointment, all api, the simplicity of use...

Cons

It's only in english, the sav only in english

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)

Reason for choosing EngageBay CRM

It's a good functionel CRM and it's not expansive

Review Source

FG

Facundo G.  
Marketing Manager  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Great CRM and MKT Module"

November 5, 2024

5.0

Great so far, I have had a great support when i needed.

Pros

Support, easy to use. The similarity with other MKT platforms

Cons

No dashboard with recent activity and contacts tracking

Switched from

[Keap](https://www.capterra.com/p/76390/Infusionsoft/)

Because I used Keap in a 40% of its power and is too expensive.

Review Source

HK

Hitesh K.  
Administrator  
Information Services  
Used the software for: Less than 6 months

### "EngageBay Helped Me Stay Organized and Save Time"

November 3, 2025

5.0

EngageBay has truly been a game-changer for me by bringing everything together. Marketing, sales, and customer management were all consolidated in one place previously. I was juggling multiple tools for email lead tracking and follow-ups, which was not only confusing but also incredibly time-consuming

Pros

What I genuinely appreciate about EngageBay is how it simplifies everything for users. It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools. Its a wonderful to have everything I need in one place

Cons

Honestly, there is very little to dislike about Engagebay. My experience has been consistently smooth, and everything has been consistently smooth and everything functions just as I expected

Review Source

TA

Tolga A.  
Director  
Education Management  
Used the software for: 1-2 years

### "EngageBay: Simple, Affordable, and Effective"

December 20, 2024

5.0

We’ve been using EngageBay for over 2 years now, and it’s been a game-changer for our business. It’s super easy to use, and having everything (CRM, email marketing, sales tools) in one place makes our work so much simpler. The email campaigns are a breeze to set up, and we love how we can track everything in one dashboard. Their support team has always been helpful and quick to respond whenever we needed them. Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly solution that actually works, we definitely recommend giving EngageBay a try

Pros

All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform. User-Friendly Interface: Easy to navigate, even for non-technical users. Affordable Pricing: Offers great value compared to other CRM tools. Email Marketing Made Easy: Simple drag-and-drop email builder with automation options. Excellent Customer Support: Responsive and helpful support team. Customizable Workflows: Create automated workflows to save time and boost productivity. Detailed Analytics & Reporting: Track and measure campaign performance with ease.

Cons

Learning Curve for Advanced Features: Some advanced features require a bit of time to master. Limited Customization for Reports: Customization of reports could be more flexible. Mobile App Limitations: The mobile app could use more functionality. Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs.

Review Source

PR

Paula R.  
Investment Advisor Representative  
Non-Profit Organization Management  
Used the software for: I used a free trial

### "Affordable All in One Solutions for Non profits."

September 14, 2025

5.0

As a non-profit, every dollar counts. EngageBay gives us tools to manage donors, run campaigns, and stay connected with volunteers all without the heavy costs of other CRMs. It makes us feel like we can compete with larger organizations on small budget.

Pros

The email marketing and automation features are easy to use. the free plan gave us space to test before upgrading.

Cons

We'd love more templates features made specifically for fundraising and donations .

Review Source

SK

Susan K.  
Manager  
Apparel & Fashion  
Used the software for: 2+ years

### "Am a happy client"

March 9, 2025

5.0

It is very easy to navigate, and it's user friendly for those without experience. They offer competetive prices

Pros

All of their products are very good. Their service is great l don't hesitate to refer anyone to them

Cons

So far so good, l don't have an complain

Review Source

MR

Maria R.  
Marketing Manager  
Staffing and Recruiting  
Used the software for: 6-12 months

### "Sleek and Robust CRM"

March 6, 2025

5.0

EngageBay is an All in one CRM that offers marketing and sales features along with service desk and live chat. After using it for a few days I found it offers a decent range of features along with good customer support.

Pros

EngageBay is a good CRM that is easy to use and navigate. The interface is sleek and it offers robust features.

Cons

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

Review Source

RKP

Raj Kumar P.  
Sr. Customer Success Specialist  
Logistics and Supply Chain  
Used the software for: 6-12 months

### "I will definitely recommend EngageBay CRM to others "

February 11, 2025

5.0

Quite impressive using EngageBay CRM, there was no issues I have faced using it. However, their support team is best whenever if we need anything.

Pros

A great solution for my marketing needs, particularly the automations.

Cons

There is no least like about EngageBay, this CRM is helping me in my needs related to Marketing.

Review Source

CA

Chris A.  
Implementation Specialist  
Logistics and Supply Chain  
Used the software for: Less than 6 months

### "Nice Forms and superb support"

March 6, 2025

5.0

really friendly and quick support that helped me with my issue. Beautiful forms

Pros

Easy to use and quick to set up. Forms are highly customizable

Cons

not much, just some stuff is behind a pay wall, but that is to expected

Alternatives considered

[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[Microsoft Forms](https://www.capterra.com/p/246649/Microsoft-Forms/)

Reason for choosing EngageBay CRM

Very quick to setup and highly customizable.

Review Source

mA

matt A.  
sales agent  
Financial Services  
Used the software for: I used a free trial

### "EngageBay CRM: Affordable & Feature-Packed Solution"

February 12, 2025

4.0

A powerful, cost-effective CRM ideal for small to mid-sized businesses.

Pros

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

Cons

Limited advanced customization, some integrations need work, and the mobile app could improve

Review Source

MP

Mahesh P.  
Seo Excutive  
Information Technology and Services  
Used the software for: 6-12 months

### "Great Value with Room for Small Improvements"

November 14, 2024

5.0

Pros

EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended!

Cons

EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving!

Review Source

SS

Sharon S.  
Professor  
Education Management  
Used the software for: Less than 6 months

### "Robust CRM for Small Business"

April 15, 2025

5.0

Pros

EngageBay has been a solid choice for my business. I have been using it for a few months now I and I like the contact management, Email marketing and automations.

Cons

There are a few minor bugs like delay in the broadcasts and bulk actions.

Review Source

SV

Sagar V.  
Director  
Marketing and Advertising  
Used the software for: I used a free trial

### "Best CRM for startups "

January 18, 2025

5.0

Pros

I like the forms most, it is very simple to create

Cons

Landing pages need to improve more creative

Review Source

cV

chai V.  
Founder  
Marketing and Advertising  
Used the software for: 6-12 months

### "EngageBay Review"

October 3, 2024

4.0

Pros

What I liked most about EngageBay CRM is its all-in-one approach, combining sales, marketing, and customer support tools in one platform. It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups. Its user-friendly interface and affordability make it accessible for small and medium-sized businesses, and the integration capabilities enhance overall efficiency. EngageBay also has good customer support and provides value for teams looking for a cost-effective yet robust CRM solution

Cons

What I liked least about EngageBay CRM is that its advanced features, such as reporting and analytics, can feel limited compared to larger CRM platforms. Some users might find the customization options restrictive, especially if they need highly tailored workflows. Additionally, there can be a bit of a learning curve when setting up automation, and the interface, while user-friendly, could benefit from more modern design elements. Depending on business needs, the scalability for larger teams may also feel constrained

Review Source

AS

Anuvind S.  
Engineer  
Computer & Network Security  
Used the software for: Less than 6 months

### "Easy to use and affordable "

December 21, 2024

4.0

Describe your overall experience with EngageBay CRM

Pros

One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a steep learning curve. The affordable pricing makes it an attractive choice for small and medium-sized businesses.

Cons

The upload limit is a bit restrictive and could definitely be increased to provide more flexibility and accommodate larger files or data, offering a better overall user experience.

Review Source

AT

Arthur T.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Great and easy to use starter CRM"

March 19, 2025

5.0

Pros

Easy to use and pricing model was very generous for the amount of features you get.

Cons

None, but I do wish the free tier offered a little more to get used to the platform.

Review Source

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