# EngageBay CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EngageBay CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/178819/EngageBay-Marketing --- # EngageBay CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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 Top alternative Featured Overall rating Based on 908 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Affordable CRM for small businesses Robust workflow automation Frequent minor bugs and glitches 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 - 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 Do you work for EngageBay CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.engagebay.com&name=EngageBay CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EngageBay CRM 4.7 (908) VS. [4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price $14.99 Per User, Per Month Starting Price $12 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (908) Ease Of Use 4.7 (462) Value For Money 4.7 (827) Value For Money 4.5 (401) Customer Service 4.8 (847) Customer Service 4.6 (384) ## EngageBay CRM alternatives [4.3 (6,974)](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 Highest Rated [4.7 (731)](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 (4,458)](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 [4.6 (3,446)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% 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 solves fragmented lead follow-up, scattered customer records, and repetitive marketing and sales tasks by combining lead capture, email campaigns, pipeline tracking, task automation, and support tools in one system. Small businesses, startups, sales teams, recruiters, and solo operators benefit most from faster outreach, clearer deal visibility, and lower software sprawl. Answer based on 586 reviews Overview ### Which roles and teams benefit most from EngageBay CRM? EngageBay CRM is most used by founders, owners, and executives who need one system to oversee sales, marketing, and customer relationships. Marketing teams use it for campaigns, lead tracking, and automation, while sales and operations managers rely on it to manage pipelines, follow-ups, reporting, and daily customer workflows. Answer based on 907 reviews Overview ### What company size and industries is EngageBay CRM built for? EngageBay CRM is for small to medium size businesses, with 93% of reviewers from small businesses and 5% from midsize firms. It is used most in Marketing and Advertising at 14%, followed by Information Technology and Services at 12% and Computer Software at 6%. Answer based on 907 reviews Features and Usability ### What are the key features of EngageBay CRM? EngageBay CRM includes core contact management, lead capture, and sales pipeline management, plus differentiators like email marketing, marketing automation workflows, and help desk ticketing. Reviewers also frequently mention live chat, appointment scheduling, landing pages, and integrations that connect sales, marketing, and support in one system. Answer based on 387 reviews Pricing ### How much does it cost and what fees or limitations are included? EngageBay CRM offers a free plan, with paid tiers starting at $14.99/user/month for Basic, then Growth at 64.99 and Pro at 119.99, plus 8% annual and 10% biennial discounts. Reviewers often call the free plan generous and good value, though some note Basic lacks workflow access and there’s no mid-tier between Basic and Growth. 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 LinkedIn for Business. It also connects with communication and scheduling tools such as Zoom Workplace, WhatsApp, Calendly, SendGrid, Make, and Google Contacts. 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 generally quick for small teams and nontechnical users to learn, with an intuitive interface and training through in-person sessions, live online sessions, webinars, videos, and documentation. Admins or teams using automations and many modules usually need more setup time, and some reviewers wanted deeper onboarding materials. 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 responsive, patient, and helpful during setup, troubleshooting, and custom requests. Some reviews mention occasional delayed replies, slower resolutions, and challenges when advanced features require extra support involvement. Answer based on 387 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 Company size Based on 182 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 182 reviews Marketing 27% Marketing 27% Administrative 17% Entrepreneurs/ Owners 11% Sales & Business Development 10% Others 34% Top industries Based on 182 reviews Information Technology and Services 33% Marketing and Advertising 29% Education Management 16% Computer Software 14% Other 8% ## Pros and Cons Affordable CRM for small businesses 96% positive reviews out of 71 Most reviewers indicate small business users benefit from affordable pricing, user-friendly design, and comprehensive features. matt A sales agent, 2 - 10 employees. "A powerful, cost-effective CRM ideal for small to mid-sized businesses." Frequent minor bugs and glitches 48% negative reviews out of 86 Some users report recurring bugs, slow performance, and insufficient troubleshooting resources that disrupt workflow and user experience. 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." Robust workflow automation 95% positive reviews out of 58 Most reviewers report automation simplifies repetitive tasks, boosts productivity, and ensures consistent follow-ups across business processes. Malintha K Operation Manager, 2 - 10 employees. "This automation helps save time and improves efficiency in managing customer relationships." Email delivery and limits issues 50% negative reviews out of 64 Some reviewers describe email sending restrictions, deliverability challenges, and formatting problems that hinder campaign effectiveness. 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." Efficient lead tracking tools 95% positive reviews out of 41 Most reviewers describe lead management as streamlined, enabling easy lead capture, segmentation, nurturing, and sales pipeline tracking. 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 65% negative reviews out of 31 Most users report reporting and analytics lack depth, customization, and advanced options needed for detailed business insights. Shiva K Chief research officer, 11 - 50 employees. "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs" ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.7 (346) 58.67% of 346 reviewers that rated this feature as important or highly important This capability helps you track, tag, and follow up with contacts, manage tasks, and access a 360-degree view. Some reviewers find it intuitive and customizable, while others note issues with uploading duplicate contacts and moving them between lists. Email Campaign Management 4.6 (268) 59.70% of 268 reviewers that rated this feature as important or highly important EngageBay CRM offers bulk email campaign management with automation, templates, and analytics. Users think it’s easy to create, personalize, and track campaigns, but some mention sending limits and wish for more template variety and improved usability. Contact Database 4.7 (259) 61.00% of 259 reviewers that rated this feature as important or highly important With EngageBay CRM’s contact database, you can easily organize, filter, and customize contacts, import from third-party vendors or CSV, and automate list creation. Reviewers appreciate its user-friendly interface, seamless integration, and robust tagging, though some mention layout and Stripe integration challenges. Lead Management 4.6 (222) 54.50% of 222 reviewers that rated this feature as important or highly important It gives you centralized lead tracking, segmentation, scoring, and automation, making it simple to monitor progress and prioritize. Reviewers appreciate the intuitive dashboard and all-in-one approach, though a few suggest the UI could be improved. Lead Capture 4.6 (163) 56.44% of 163 reviewers that rated this feature as important or highly important With this aspect, you can capture leads using customizable forms, landing pages, and pop-ups, plus automate follow-up. Reviewers indicate it integrates well with WordPress, offers solid automation, and provides useful notifications, though some mention calendar booking could be modernized. 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 EngageBay CRM 227 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 EngageBay CRM’s contact database, you can easily organize, filter, and customize contacts, import from third-party vendors or CSV, and automate list creation. Reviewers appreciate its user-friendly interface, seamless integration, and robust tagging, though some mention layout and Stripe integration challenges. This capability helps you track, tag, and follow up with contacts, manage tasks, and access a 360-degree view. Some reviewers find it intuitive and customizable, while others note issues with uploading duplicate contacts and moving them between lists. 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 EngageBay CRM offers bulk email campaign management with automation, templates, and analytics. Users think it’s easy to create, personalize, and track campaigns, but some mention sending limits and wish for more template variety and improved usability. 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 using customizable forms, landing pages, and pop-ups, plus automate follow-up. Reviewers indicate it integrates well with WordPress, offers solid automation, and provides useful notifications, though some mention calendar booking could be modernized. 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 It gives you centralized lead tracking, segmentation, scoring, and automation, making it simple to monitor progress and prioritize. Reviewers appreciate the intuitive dashboard and all-in-one approach, though a few suggest the UI could be improved. 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 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 (908) 4.6 Based on 908 reviews ## Pricing Value for money 4.7 (827) 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 (827) 4.7 Based on 827 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 (847) 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 (847) 4.8 Based on 847 reviews ## User reviews Overall rating 4.7 Based on 908 reviews Filter by rating 5(633) 4(246) 3(22) 2(2) 1(5) Mentioned topic Sorted by most recent 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. AU 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. Jelyn T. Marketing Manager Management Consulting ### "Balanced CRM for daily use and growth-focused teams" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 4, 2025 Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is. There is still a bit of a learning curve with the interface and data management, but once the basics are set up, it works reliably for day-to-day outreach and follow-ups.​ Pros The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way. The user interface is generally okay once you get used to it, but it could be a bit more intuitive in some areas. Data management features seem solid and cover most of what we need, although we are still exploring the platform and expect it will take a bit more time to fully understand and optimize how everything works for our use case.​ Cons The main downside so far is that EngageBay CRM can feel a bit overwhelming at first, especially when trying to navigate all the different modules and settings as a new user. The interface and data management tools do the job, but they are not always as intuitive or streamlined as they could be, so it sometimes takes extra clicks and trial-and-error to find or configure what is needed. 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. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Switched from HubSpot to EngageBay mainly for better value and a more complete all‑in‑one toolset at a price that works for a smaller team. EngageBay combines CRM, email marketing, automations, and support features in one platform without the steep jump in subscription and onboarding costs that come with scaling HubSpot, so it was easier to justify financially while still covering day‑to‑day sales and marketing needs.​ 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. LW Laura W. Marketing Assistant Financial Services ### "Great CRM for small business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 21, 2025 Pros Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage. The UI is great and the learning curve was small. Support is always readily available and friendly. I use several different CRMs in my position and this one has by far been my favorite. Cons There are some small things that I wish were able to be handled by automations that Engagebay cannot at this time, but so far I've been able to find simple workarounds. 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. 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