---
title: "EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is EngageBay CRM the right Online CRM solution for you? Explore 910 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/"
page_type: "reviews"
language: "en"
---

EngageBay CRM

4.6 (910)

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

* * *

Last updated August 26th, 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

MS

Mike S

Operations MarketingInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months.

“The mobile app has limited features and doesn't offer full range of features that are available on desktop version.“

September 18, 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

AG

Ayesha G

Founding PrincipalManagement Consulting, Self-employedUsed the software for: Less than 6 months.

“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.“

February 19, 2025

## Showing most helpful reviews

Showing 1-25 of 910 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

VR

Verified Reviewer  
Sales Representative  
Food & Beverages  
Used the software for: 6-12 months

### "It gets the job done enough."

January 14, 2026

3.0

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

Response from EngageBay

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.

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

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

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

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

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

DM

Desiree M.  
Caregiver  
Hospital & Health Care  
Used the software for: I used a free trial

### " “A Simple, Budget-Friendly CRM for Growing Teams”"

April 28, 2026

5.0

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

RSC

Rajdeep Singh C.  
Founder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great Support and Quick resolution"

November 7, 2024

5.0

Its a quickly deployed platform which is good in marketing and automation

Pros

Support, Ease of use and Cost effectiveness

Cons

Social Suite is not that great, they should include social suite as a new module

Alternatives considered

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

Reason for choosing EngageBay CRM

Ease of use and cost effectiveness. I found it the best amongst other CRM and All in one marketing platforms

Switched from

[Aritic Pinpoint](https://www.capterra.com/p/161540/Aritic/)

Support from customer service department was not that great

Review Source

sS

satyam S.  
Assistant Manager- Digital Marketing  
Marketing and Advertising  
Used the software for: 1-2 years

### "EngageBay: A Must-Have for Growing Businesses"

October 7, 2024

5.0

If you're looking for a tool that can do it all—CRM, email marketing, automation, and more—EngageBay is the way to go! It’s helped us grow efficiently without breaking the bank.

Pros

I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out: Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features. Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns. Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌 Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!

Cons

Landing page buildings could be better to have better experience

Switched from

[Netcore Email API](https://www.capterra.com/p/147847/Pepipost/)

Engage bay platform provides the email automation feature.

Review Source

GT

Giuliano T.  
Co-Founder  
Photography  
Used the software for: Less than 6 months

### "EngageBay watch this space "

November 11, 2024

5.0

Stoked, love it, cheap and effective which is 100% what my SMB needs.

Pros

Cost effective all in once crm and their CSM team is present and available. Which is important to me as I am in Australia.

Cons

Some parts of the system push notifications are not clear and they disappear very quick.

Review Source

GY

Grace Y.  
Founder and CEO  
Marketing and Advertising  
Used the software for: I used a free trial

### "Strewamlined CRM for a Small B2B Agency"

September 14, 2025

5.0

Our agency manage multiple clients pipelines and EngageBay keeps us organized. The sales pipeline, automation , and support features all work together, helping us service client better. it feels like having a full toolkit built for agency like ours.

Pros

Pipeline management is clear and simple , and automation makes sure no follow ups is missed. The customer support team is also excellent.

Cons

A built in LinkedIn integration for prospecting would make it even stronger. .

Review Source

SP

Stephanie P.  
Marketing Consultant  
Education Management  
Used the software for: Less than 6 months

### "Cannot recommend highly enough"

June 26, 2025

4.0

A fantastic platform, with an even better support team. They're real humans and nothing is ever too much trouble for them.

Pros

Almost all the features of the dominant CRM / email marketing players, but for a fraction of the cost

Cons

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

Review Source

ST

Simon T.  
Operations Manager  
Human Resources  
Used the software for: 2+ years

### "Affordable CRM with Robust Feature Set"

May 1, 2025

4.0

Pros

I like the affordability and usability of this CRM. Its a promising fit for our business based on the feature set it offers.

Cons

At times I find a lag in email campaigns and performing bulk actions. It also lacks a fully functional mobile app

Review Source

RB

Richard B.  
Web Developer  
Information Technology and Services  
Used the software for: Less than 6 months

### " Impressive Support Made All the Difference with EngageBay"

May 8, 2025

5.0

Although I started out not knowing much about the platform, the excellent support team made my experience smooth and productive. I was able to set up all the automation I needed, and now everything is running as expected. EngageBay turned out to be a powerful tool once I got past the initial learning phase.

Pros

The best part about EngageBay is their support team. I was unfamiliar with the platform, especially the automation features, but their support was quick, knowledgeable, and incredibly helpful. With their guidance, I was able to set up workflows that perfectly fit our needs.

Cons

The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM. Some features aren't as intuitive as expected and took time to figure out.

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

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

KT

Khim T.  
Director  
Professional Training & Coaching  
Used the software for: I used a free trial

### "Go for Engagebay, your friendly CRM!"

December 11, 2024

5.0

The technicality eg setting appointment schedule could be a bit cumbersome but for a good reason. Above all the customer helpdesk has been superb especially Charles who has been most patient and supportive, resolving every challenges or queries I had since day 1.

Pros

To begin with, for a CRM beginner, Engagebay is a great choice and business partner - providing many easy to use templates. It takes a bit of getting used to but with the team support especially Charles and also Bob & Mark, the journey has been rather easy. Auto meeting schedule facilitates proactive engagement.

Cons

There are limitations eg limited space for intro before the email template; email broadcast is slow to be sent out sometimes, some emails not reaching corporates despite assurance that emails would land into Inbox instead of junk folder.

Review Source

AC

Andrei C.  
Social Media Specialist  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "EngageBay is a great platform for streamlining one's work"

February 11, 2025

5.0

Pros

Its versatility when it comes to streamlining social media operations.

Cons

There aren't any cons that I would be able to realistically nominate. The platform functions fairly flawlessly for my needs.

Review Source

James B.  
Agency Manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "Cheap yet still packed full of features"

December 29, 2024

5.0

Overall I've had a very positive experience using it. When i first started in marketing, it was the tool i learned everything on and I'm very glad it happened that way since it was so easy to use.

Pros

In my experience, its incredibly hard to find a free CRM/email tool that is as feature packed as Engagebay without spending a fortune on it.

Cons

Parts of the UI could've been a little bit easier to navigate.

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

Kushagra G.  
Owner  
Accounting  
Used the software for: I used a free trial

### "Nice and easy to use!"

December 24, 2024

5.0

Very nice and good experience! Recommend it to everyone!

Pros

Clean website and easy to use! Very responsive team.

Cons

Persistent messaging! Following up and emails become a lot sometimes.

Review Source

SK

Shiva K.  
Product manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "EngageBay CRM: Comprehensive, Affordable, and User-Friendly"

November 14, 2024

5.0

My overall experience with EngageBay CRM has been excellent. It is an affordable yet powerful CRM solution that has helped streamline my business operations. The platform's ease of use, combined with its extensive features, has improved my team's productivity and customer engagement.

Pros

EngageBay CRM offers a robust set of features at a highly competitive price point. The platform is incredibly user-friendly, making it accessible even for beginners. I was particularly impressed with its all-in-one capabilities, combining CRM, marketing automation, email marketing, and customer support in a single platform

Cons

Some advanced customization options are limited compared to other high-end CRM .

Review Source

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