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

> Is EngageBay CRM the right Sales Enablement 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)

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 March 13th, 2026

# Reviews of EngageBay CRM

Ease of use

4.5

Customer Service

4.8

## Pros and Cons in Reviews

Affordable all-in-one platform

96% positive reviews out of 72

Most reviewers describe small business support as cost-effective, easy to use, and feature-rich for growing companies.

matt A

sales agent, 2 - 10 employees.

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

Occasional bugs and workflow disruptions

48% negative reviews out of 86

Some users report intermittent bugs, slow performance, and confusing interfaces that occasionally disrupt workflow and require troubleshooting.

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 users report automation simplifies repetitive tasks, boosts productivity, and ensures consistent follow-ups without technical complexity.

Malintha K

Operation Manager, 2 - 10 employees.

"This automation helps save time and improves efficiency in managing customer relationships."

Email delivery and quota restrictions

50% negative reviews out of 64

Some reviewers find email sending limited by daily quotas, deliverability issues, and challenges with formatting or spam filtering.

Tamesha C

Insurance Agent, 1 employee.

"One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send 100 emails per day."

Comprehensive lead management tools

95% positive reviews out of 41

Most reviewers find lead management efficient, offering easy tracking, segmentation, nurturing, and streamlined sales processes.

satyam S

Assistant Manager- Digital Marketing, 501 - 1,000 employees.

"Comprehensive CRM: Keeping track of leads and customers has never been easier."

Limited advanced analytics options

66% negative reviews out of 32

Most reviewers indicate reporting and analytics lack depth, customization, and detailed insights compared to specialized CRM platforms.

Shiva K

Chief research officer, 11 - 50 employees.

"The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs"

## 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

, 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

PN

Phil N.  
CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Best CRM Ive used"

May 12, 2025

5.0

Fantastic - from start to finish - the right CRM backed by incredible support. The CRm streamlines and the support ensure you get there fast

Pros

The support team - truly an example of what great support looks like. We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself integrated and using their CRM far quicker than any other system i have tested or used

Cons

So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead hands down

Switched from

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

price and options and support ensured i made the switch

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

LJ

Latrease J.  
Patient Service Representative  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Easy to Navigate"

March 12, 2026

5.0

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 . Everything was pretty much easy

Review Source

Response from EngageBay

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.

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.)

Alternatives considered

[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Reason for choosing EngageBay CRM

Initially cost, but then full CRM functionality

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

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

JW

Jason W.  
President and CEO  
Marketing and Advertising  
Used the software for: 1-2 years

### "Reliable Affordable and packed with features"

September 23, 2025

5.0

EngageBay has been a reliable platform for our mid sized marketing team. We use it daily for managing leads, running campaigns , and automating client follow ups. It's rare to find this many feature bundled together at such an affordable price.

Pros

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.

Cons

The interfaces takes a little time too get used to at first , would love to see deeper native integrations with third party apps.

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

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

AA

Ammar A.  
Manager  
Machinery  
Used the software for: 2+ years

### "Very good experience with Engagebay"

April 29, 2025

5.0

Good value for money. Pay for what you need when you need. Avery good concept to sart with!

Pros

Easy to learn, comprehensive system, payable and good technical service if you need help.

Cons

Marketing part is good for small companies with limited marketing budget. It helps to be in line with the new trends.

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

SK

Sai K.  
Account manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Engagebay is an excellent choice and business partner for a CRM rookie"

February 19, 2025

5.0

It is a very impressive CRM for its price, it has its own limitations, but the team is constantly enhancing the product

Pros

First of all, since it provides a range of user-friendly designs, Engagebay is an excellent choice and business partner for a CRM rookie. Although it takes some getting accustomed, the team's assistance—especially that of \[sensitive content hidden\] has made the journey rather easy. A computerized schedule of meetings encourages proactive engagement.

Cons

Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.

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 , 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

VR

Verified Reviewer  
Design and Marketing Manager  
E-Learning  
Used the software for: Less than 6 months

### "A Game-Changer for Our Business"

October 7, 2024

5.0

This is the best marketing CRM system I have used!

Pros

EngageBay has completely transformed the way we manage our customer relationships! As a small business, we needed an affordable CRM solution that didn’t compromise on features, and EngageBay has exceeded our expectations on all fronts. The user interface is incredibly intuitive, allowing our team to quickly learn and start using it efficiently. The ability to have all our marketing, sales, and support tools in one place is a huge time-saver. From email marketing automation to lead scoring, everything works seamlessly. The visual pipeline gives us a clear overview of our sales process, helping us stay organized and focused. What really stands out is the exceptional customer support. Whenever we’ve had questions, the EngageBay team has been prompt and helpful, ensuring that we’re maximizing the platform’s potential.

Cons

There is nothing not to like about EngageBay

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

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

DD

Derrick D.  
Creative Marketing Specialist  
Automotive  
Used the software for: Less than 6 months

### "Satisfied Customer"

January 31, 2025

5.0

So far, I have been able to create forms and automations that makes gathering interest fairly easy.

Pros

The available tools are very diverse with a low learning curve

Cons

The reporting could be a little more robust

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

RS

Rakesh S.  
Marketing Director  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "A Comprehensive and Robust CRM"

November 5, 2024

5.0

Pros

EngageBay's CRM integrates well with its marketing and sales module and it helps me manage my entire sales pipleline, track deals and organize customer information with an ease. It offers 360 degree contact view, pipeline visualization and task management.

Cons

Although it offers excellent features but it lacks some of the advanced reporting that are essential.

Review Source

AK

Aditya K.  
Digital Marketing Executive  
Market Research  
Used the software for: 6-12 months

### "Engagebay one of my go to choice for Email marketing and automation. "

September 13, 2024

4.0

It's a really good tool for sales and email automation. I like the no code platform and creating landing pages is really easy. Also, I like the customer support so much, any issue or error that arises, it gets fixed so early.

Pros

Customer service is top notch, Dashboard again is really good and easy analytics, EDM/Landing page creation so easy and in a breeze.

Cons

Initially it takes time getting used to when creating the EDM's and Landing page. Certain features are hidden or it takes time to reach them and find them. But once you know its really easy.

Review Source

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