--- title: "EngageBay CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EngageBay CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/178819/EngageBay-Marketing/" page_type: "product" language: "en" --- # EngageBay CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [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 Overall rating Based on 908 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Affordable all-in-one platform Time-saving automation features Occasional bugs and workflow disruptions Email delivery and quota restrictions 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 - Marketing Automation / 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 ## EngageBay CRM alternatives Highest Rated [4.7 (738)](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 (4,477)](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 [4.4 (18,802)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](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 [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 helps teams eliminate scattered lead data, manual follow-ups, and disconnected marketing, sales, and support workflows by centralizing contacts, pipeline tracking, email campaigns, forms, landing pages, and automations in one system. Small businesses, startups, lean sales teams, marketers, recruiters, and customer support staff benefit most from faster lead nurturing and organized customer management. Answer based on 587 reviews Overview ### Which roles and teams benefit most from EngageBay CRM? EngageBay CRM is most used by small-business leaders, including CEOs, founders, owners, presidents, and directors, who need one system for customer tracking, sales oversight, and growth visibility. Marketing teams use it to manage campaigns and leads, while sales, operations, and administrators streamline follow-ups, pipeline management, and daily customer workflows. Answer based on 908 reviews Overview ### What company size and industries is EngageBay CRM built for? EngageBay CRM is built for small businesses, which make up 93% of reviewers, and is used most in Marketing and Advertising at 14%. It is intended for small to midsize companies needing all-in-one sales and marketing software, with additional adoption in Information Technology and Services at 12% and Computer Software at 6%. Answer based on 908 reviews Features and Usability ### What are the key features of EngageBay CRM? EngageBay CRM includes core CRM tools like contact management, deal tracking, and sales pipeline management, plus differentiators such as email marketing, workflow automation, lead scoring, and landing pages. It also offers live chat, help desk ticketing, appointment scheduling, and integrations, combining sales, marketing, and support in one system. Answer based on 389 reviews Pricing ### How much does it cost and what fees or limitations are included? EngageBay CRM starts with a free plan, then paid plans begin at $14.99/user/month for Basic, $64.99 for Growth, and $119.99 for Pro, with annual and biennial discounts. Reviewers often call the free plan generous and good value, though some note the 250-contact cap and that certain features require higher-tier plans. 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 WooCommerce. Reviewer mentions also confirm Zoom Workplace, Calendly, WhatsApp, and Google Contacts, covering email, communications, ecommerce, scheduling, and website workflows. 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 fairly quick for beginners, small teams, and new hires to learn, with in-person training, live online sessions, webinars, videos, and documentation available. Reviewers say the interface is intuitive once basics are set up, while admins and teams using automations or many modules usually need more time and support. 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 fast, patient, and helpful, especially during setup and troubleshooting. Some mention gaps in documentation, occasional slower responses, and inconsistent resolution quality when issues are more complex. Answer based on 389 reviews Marketing and sales ### How well does EngageBay CRM handle marketing and sales? EngageBay CRM brings marketing and sales tools into one place, which works well for small business teams and agencies. It covers email campaigns, automation, lead tracking, contact management, and pipeline views with an easy learning curve, though some users find deal setup, reporting, integrations, and campaign stats less consistent. Answer based on 171 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 ## Pros and Cons 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" ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) EngageBay CRM supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency. Contact Management 4.7 (346) 58.67% of 346 reviewers that rated this feature as important or highly important EngageBay CRM gives you a comprehensive view of each contact, making it easy to track interactions, set tasks, and manage relationships. Users think it’s highly customizable and efficient, though some mention challenges with updating existing contacts in new lists. 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 Lead Management 4.6 (222) 54.50% of 222 reviewers that rated this feature as important or highly important With this capability, you can track, segment, and nurture leads using automation, notes, and customizable pipelines. Reviewers indicate it’s intuitive, centralizes lead data, and streamlines follow-up, though some mention the user interface could be refined. Data Import/Export 4.4 (25) 36.00% of 25 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 4.6 (29) 34.48% of 29 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Email Campaign Management 4.6 (268) 59.70% of 268 reviewers that rated this feature as important or highly important It helps you build, automate, and track email campaigns with drag-and-drop tools, templates, and analytics. Reviewers appreciate its ease of use, automation, and template variety, but some say initial sending limits and broadcast usability could be improved. EngageBay CRM 227 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Auto Update: Automatic update of information / software - Automated Publishing: Establish rules for automatic propagation of social media posts across one or more channels - Automated Responses: Automatic reply functionality for incoming messages - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Call Distribution: Distribute/route/connect calls - Automatic Outbound Dialer: Dials outbound calls automatically - Autoresponders: Create and automatically send premade copy in response to customer messages - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Disposition: Track and report on call outcomes - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scheduling: Schedule date and time for callbacks/follow-up calls or reminders - Call Scripting: Provide agents with a typical response for common call subject matter - Call Tracking Metrics: Measure campaign influence through collection of keyword tracking and revenue sources - Caller ID: Identify the number and contact information of a caller before answering the phone - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Specific Signature: Create email signatures specific to a campaign - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Canned Responses: Shortcuts for inputting frequently used messages - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Tracking: Track all company interactions with current clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: With EngageBay CRM’s contact database, you can easily organize, filter, and customize contact lists, import from third-party tools or CSV, and add custom fields or tags. Reviewers appreciate its user-friendly design, seamless integration, and efficient contact management, though some mention layout customization limitations. - Contact Management: EngageBay CRM gives you a comprehensive view of each contact, making it easy to track interactions, set tasks, and manage relationships. Users think it’s highly customizable and efficient, though some mention challenges with updating existing contacts in new lists. - Content Creation: The ability to create unique content - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Storage: Store and organize documents in a centralized system - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Campaign Management: It helps you build, automate, and track email campaigns with drag-and-drop tools, templates, and analytics. Reviewers appreciate its ease of use, automation, and template variety, but some say initial sending limits and broadcast usability could be improved. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Gamification: Games or game-like elements to track progress and reward accomplishments - Geotargeting: Geographic location of visitors determines behavior of the software - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Image Library: Store and manage images - Inbox Management: Organize, prioritize, and manage incoming communications - Incident Management: Manage and track all disruptions and incidents - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - IT Asset Management: Managing inventories and tracking changes to hardware and software configurations - Keyword Filtering: Monitor and collect information from social media based on specific keywords - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: EngageBay CRM offers various ways to capture leads—forms, pop-ups, landing pages, and integrations with WordPress. Some users say it’s easy to automate lead collection and notifications, though a few mention calendar booking and lead visibility could be enhanced. - Lead Distribution: Route and distribute your leads to third party buyers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: With this capability, you can track, segment, and nurture leads using automation, notes, and customizable pipelines. Reviewers indicate it’s intuitive, centralizes lead data, and streamlines follow-up, though some mention the user interface could be refined. - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Macros/Templated Responses: Templated responses for responding quickly to recurring support requests - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mass Texting: Send messages to multiple subscribers at the same time - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Multi-Account Management: Manage and post content across multiple social media accounts and platforms simultaneously - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Notification Scheduling: Schedule when notifications are sent - Offline Form: Form to collect visitor contact information when live chat isn't available - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Booking: Book meetings and appointments through a website or digital platform - Online Forms: Create new forms and/or use ready-made online form templates - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Post Scheduling: Schedules specific times for content to appear on social media platforms, blogs, websites etc. - Power Dialer: System automatically dials the next number on the contact list after the previous call ends - Predictive Analytics: Predict future data based on historical data sets - Proactive Chat: Copy on the page or chat window encouraging the user to engage with the chat option - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quotes/Estimates: Generate quotes or estimates for customers - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-time Consumer-facing Chat: Engage in direct, instant messaging with consumers - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Responsive Web Design: Web design that automatically adjusts to look good on different screen sizes - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - SEO Management: Optimize and manage the search engine optimization efforts for a website or digital content - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Shared Contacts: Share contacts with other applications like Gmail and CRM - Signature Creation: Create and design custom email signatures - Signature Management: Add and maintain centralized email signature(s) across an organization - Signature Templates: Premade templates and examples for email signatures - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Spam Blocker: Filters used to determine different types of malware threats - Subscriber Management: Add or remove subscribers from mailing lists - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Support Ticket Management: Allow customers/users to submit support queries and service requests - Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Target Account Identification: Identify a list of target accounts that marketers want to turn into customers - Task Editing: Edit task information and all related elements - Task Import: Import tasks from external sources - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues - Time on Site Tracking: Track the amount of time users spend on websites - To-Do List: A digital list of items that need to be completed - Transcripts/Chat History: View messages sent by both parties during the chat conversation - Transfers/Routing: Transfer queries and organize messages between agents - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Interaction Tracking: Monitor user activity through engagement methods - Visitor Tracking: Track visitors and purpose of visits - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web Notifications: Set-up notifications and alerts for web browsers and apps. - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: 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. AN 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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