--- title: "EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is EngageBay CRM the right CRM solution for you? Explore 912 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" publication_date: "2026-10-19" --- EngageBay CRM 4.6 (912) [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/) * * * Last updated October 19th, 2026 # Reviews of EngageBay CRM Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews 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 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 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 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 DM Desiree M CaregiverHospital & Health Care, 2 - 10 employeesUsed the software for: I used a free trial. “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.“ April 28, 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 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 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 ## Showing most helpful reviews Showing 1-25 of 912 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 RP Robin P. Principal Education Management Used the software for: 2+ years ### "Very highly recommended! " May 12, 2025 5.0 Pros I've been using EngageBay for my small business for five years, and it's been wonderful. A standout has been the support offered via livechat, which has always been ultra-responsive and very helpful. It's also extremely cost-competetive, which is very important for a small business like mine. I can't recommend it highly enough. Cons Nothing! It's met all of my small business's needs beautifully. (I need to keep writing here to meet the minimum character requirements.) Reason for choosing EngageBay CRM Initially cost, but then full CRM functionality 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 ZG Zach G. VP, Marketing Information Technology and Services Used the software for: 6-12 months ### "A Solid Option for Keeping Marketing Workflows in One Place" August 15, 2026 5.0 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 BS Bruno S. Product Manager Information Technology and Services Used the software for: Less than 6 months ### "A powerful CRM with amazing support, even on the basic plan" April 23, 2025 5.0 Overall, I'm very happy with EngageBay. I'm still getting to know all the tools it offers, but it already feels like a very complete and well-designed solution. I’ve tried several CRMs and this one stands out, not only because of its features, but because of how well the support team treats you. I definitely plan to continue using it. Pros What I like the most is how feature-rich the platform is, even with the basic plan. It offers tools for marketing, sales, contact management, automations, and more. All in one place. The interface is intuitive and clean, which helps a lot when you're getting started. The help desk team is absolutely fantastic. Fast, kind, and incredibly helpful every time I reach out. That level of support is not easy to find and really makes a difference, especially when you're learning the platform. Cons Nothing major for now. Some features require a bit of a learning curve, but that’s expected with any powerful platform. Switched from [Odoo](https://www.capterra.com/p/135618/Odoo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I was looking for a more complete and affordable CRM that could grow with my business. After trying a few others, I found that EngageBay offered the best combination of features and usability. 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 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 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 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 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 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 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 SC Steve C. VP of Marketing and Communications Health, Wellness and Fitness Used the software for: 6-12 months ### "Pleasantly Surprised" July 17, 2024 5.0 I've used this platform for about 6 months now. Once I got passed the warmup process there have been no limits. I highly recommend it. Pros I like the platform overall. I went in just expecting an email platform but have gotten so much more out of it. The landing pages and ability to bring in my own coding into their platform has saved lots of time for me. Their customer service is top notch and responsive. Cons It's not the BEST platform out there. And it's priced that way. No knock against it at all. The best platforms out there cost a fortune. This is the best bang for your buck you'll get anywhere bar none. If money is no object go someplace else. Pound for pound eEngagebay is the real deal. Alternatives considered [Moosend](https://www.capterra.com/p/147042/Moosend/)[Klaviyo](https://www.capterra.com/p/156699/Klaviyo/) Reason for choosing EngageBay CRM Mostly price but I could have went either way as I do like Moosend and Klaviyo and have used them in other capacities in the past. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[Brevo](https://www.capterra.com/p/132996/brevo/) Both Brevo and Constant Contact had poor customer service. Their product was too limited and when you really wanted to use features in the product they had a new bundle for you to purchase. They were honest and their sales tactics were offensive. Review Source TM Thomas M. Systems and Support Administrator Education Management Used the software for: 6-12 months ### "Great CRM and Great Customer Service" June 27, 2025 5.0 Overall it has been a good experience and we are happy with everything that has been setup and are eager to see what else we can do with it in the future, Pros The overall use case and the very quick responses from the customer service teams. I can always rely on contacting support and getting a speedy and informative response. Cons Not being able to open things like email templates and forms in a new tab quickly and efficiently would be my biggest con. It can be quite annoying when you have to update something small but in multiple email templates/forms and you have to open one at a time, rather than opening them all in their individual tabs nice and quickly. 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 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 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 AG Ayesha G. Founding Principal Management Consulting Used the software for: Less than 6 months ### "Quite a Bit to Offer " February 19, 2025 5.0 The customer service was great. They are responsive and have great follow-up. There are also good tutorials provided to help you acclimate yourself to the system. It has been a very positive experience. Pros I like that the all-in-one system has quite a bit to offer and seems more comprehensive than most. Cons 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. 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 JJ Jobin J. Lead Software Engineer Information Technology and Services Used the software for: 1-2 years ### "Great Customer Support" January 2, 2025 5.0 Pros The platform is super easy to use, and their customer support is outstanding. I had an issue, and it was resolved in minutes with friendly, helpful service. I highly recommend EngageBay for anyone looking for seamless support and an intuitive platform! Cons One thing I’d like to see improved is more advanced customization options. Otherwise, the platform is fantastic! 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 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 DG Dhruv G. Sr. Business Analyst Information Technology and Services Used the software for: Less than 6 months ### "Great platform for CRM needs" January 6, 2025 5.0 Great platform for CRM needs, the support team is also very quick in responding to any queries. All in all worth the money. Pros Ease of use Quick response of support team in all time zones Cons Fir advanced features, assistance of support team is required, that sometimes becomes a challenge Review Source GB Gavin B. Owner Media Production Used the software for: Less than 6 months ### "Excellent resourse" December 26, 2024 5.0 Has been exactly what I had hoped for when I found it Pros Email tracking - excellent - has done exactly what I needed it to do Cons I have no complaints yet - everything works just like promised Review Source ST Sohendra T. Digital Marketing Coordinator Information Technology and Services Used the software for: Less than 6 months ### "EngageBay CRM The Perfect Package " December 5, 2024 5.0 All good providing the perfect solution for Email Marketing with bunch of ready template, easy navigation and perfect designs. Pros EngageBay CRM is overall the best bundle or we can say the complete package and Email marketing is way to go partner from EngageBay as of now but the features are offering are unmatched nice designs, ready templates, landing page creator and more at a very affordable price. Cons All is good as of now but they can improve the support. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.