# Page 2 | EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is EngageBay CRM the right CRM solution for you? Explore 907 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/178819/EngageBay-Marketing/reviews --- EngageBay CRM 4.7 (907) [View alternatives](https://www.capterra.com/p/178819/EngageBay-Marketing/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of EngageBay CRM ## Showing most helpful reviews Showing 26-50 of 907 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DM Desiree M. Caregiver Hospital & Health Care Used the software for: I used a free trial ### " “A Simple, Budget-Friendly CRM for Growing Teams”" April 28, 2026 5.0 Overall, my experience with EngageBay CRM has been positive. It’s a great all-in-one platform that brings together sales, marketing, and customer support tools, which makes managing the entire customer lifecycle much more efficient. I found it easy to set up and use, with a clean interface and helpful automation features that save time on repetitive tasks. The affordability is also a big advantage, especially for small businesses or startups looking for a cost-effective solution. That said, there are some limitations—reporting and analytics aren’t as advanced as higher-end CRMs, and a few features (like templates and design tools) could be more polished. Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems. Pros What I liked most about EngageBay CRM is its all-in-one approach—having sales, marketing, and customer support tools integrated into a single platform makes managing the entire customer lifecycle much easier. It’s also very affordable compared to other CRMs, which is a big advantage for small businesses or startups. The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency. Overall, it offers strong functionality without the complexity or cost of larger CRM systems. Cons What I liked least about EngageBay CRM is that some features feel a bit limited compared to more advanced platforms. The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights. The interface, while generally easy to use, can feel slightly cluttered or overwhelming at first due to the number of tools packed into one platform. I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues. Overall, it’s a great value tool, but it may lack the depth and refinement needed for larger or more complex teams. Review Source Jelyn T. Marketing Manager Management Consulting Used the software for: 6-12 months ### "Balanced CRM for daily use and growth-focused teams" December 4, 2025 4.0 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 VR Verified Reviewer Sales Representative Food & Beverages Used the software for: 6-12 months ### "It gets the job done enough." January 14, 2026 3.0 It's been a decent experience overall, as customer service has been able to help all the time. Email marketing has been successful in getting things out, and the way it's laid out to view open-rate, delivery rate, and clicks is very helpful, I will not lie. Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience. Pros Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for efficiency. Cons Not up to speed with 2026 userability expectations. The calendar is too basic (you can't drag things around), whereas in Deals, you can. Adding notes and creating contacts is just clunky. Review Source Response from EngageBay March 13, 2026 Thank you for sharing your honest feedback and for highlighting what’s working well for you. We’re glad to hear that our customer support has been attentive and that the Deals section, email marketing, and sales features are helping keep your work organized and efficient. That’s exactly the kind of practical value we aim to deliver. We also appreciate your candid comments about usability, particularly around the calendar, note-taking, and contact creation. Your feedback is valid, and improving the overall user experience to meet evolving expectations is something our product team is actively working on. Enhancements to scheduling tools and smoother workflows for everyday actions are areas we continue to prioritize. Thank you again for taking the time to share your perspective. Feedback like this helps us keep improving EngageBay for everyone. MT Micheal T. The Boss Industrial Automation Used the software for: 2+ years ### "The Worst Data Security Ever, Stay away!" August 19, 2025 1.0 Pros System wise, nice software. But be aware, you will lose all data! They just delete it and never come back to it. You will not be able to recover it. Cons Data Security, the worst. There are no backups of anything.... they upgraded to a new server, and I lost all my CRM data, only the names were still there with contact details, but none of all historical events, mails, notes, anything. I talked to support, they said, we removed all data of before because we got in trouble with the size of the database. Then they change the story, suddenly they say it was changing the server. Anyways, result is, you can never recover your data and lose all without any notice. Engagebay is a feature rich mailing tool, but that it is. Support really does not care, they are completely loose from the backend team and backend does not respond to anything at all. You can talk for hours to support, they promise to come back to things, but they dont. Updates to the system are almost none, I have been using it for years now. Only paid services are added. Please stay away if your data is important, I have really never met this level of backup and data security amateurs. Oh and, if you ever want out, there is no way of really getting your data out of the system... so beware... Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Reason for choosing EngageBay CRM Price, options and more, they were very commercial to pull me in... but wanted directly reviews after... very annoying. Review Source Response from EngageBay August 20, 2025 Hi Michael, Sorry to know about the experience. Can you please share the email address associated with your account for us to check what exactly happened and see how we could help. DJ Dominik J. Managing Director Computer Software Used the software for: 2+ years ### "Lots of features but unreliable" July 23, 2025 3.0 Conceptually, it could be a great platform. The issue is that given the number of bugs and the unreliable marketing automation stats, it's difficult to have trust in the product. Pros It has a lot of features. It pretty much has everything you would want in a CRM and marketing automation platform. Cons It's very buggy. Support has gotten better, but there have been numerous instances where we've reached out to support, and it was common to get a response that it's something on our end. We've done our best to use it for our marketing automation purposes, but the delivered/open/click stats can't be trusted. We've A/B tested this using Sendgrid, and it was clear that the stats in Engagebay just didn't make sense. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing EngageBay CRM Engagebay came in at a lower price point. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Thought I'd get the simliar product at a lower cost. Review Source TB Tayfun B. Shop-Team Retail Used the software for: Less than 6 months ### "A Learning Curve with a Positive Outcome" May 21, 2025 5.0 My experience with EngageBay started off rocky, and I initially questioned the guarantees offered. However, over time and through continued communication with the company, I’ve come to appreciate their efforts and the value of the software. While not perfect out of the box, EngageBay is evolving — and with a bit of patience, it can be a strong solution, especially for those seeking an affordable all-in-one marketing and CRM tool. Pros EngageBay has shown a strong commitment to improving their platform and supporting their users. Although I faced challenges initially with setup and functionality, the team has been responsive and open to feedback. I appreciate the continuous updates and enhancements being made to the software. The pricing is very competitive for the range of features offered. Cons The onboarding process was initially confusing, and I encountered issues that made it difficult to get started. However, with time, guidance from the support team helped me overcome those hurdles. A clearer refund policy and more transparent support around that would improve the overall experience. Review Source LM Lee M. Operations manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Always helpful support " October 23, 2025 5.0 Pros EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding. \[sensitive content hidden\], in particular, has been incredibly helpful and solution-focused through every roadblock I’ve encountered. He’s always friendly, responsive, and gets the job done. Thank you, \[sensitive content hidden\]! Cons It is a basic CRM and it lacks some basic functionality from a reports side. But overall, the support team can usually help you find a workaround. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) We needed more features that Mailchimp didn;t have. Review Source NJ Nick J. Marketing Analyst Staffing and Recruiting Used the software for: 6-12 months ### "EngageBay Powers Our Business" December 10, 2025 4.0 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 TA Tolga A. Director Education Management Used the software for: 1-2 years ### "EngageBay: Simple, Affordable, and Effective" December 20, 2024 5.0 We’ve been using EngageBay for over 2 years now, and it’s been a game-changer for our business. It’s super easy to use, and having everything (CRM, email marketing, sales tools) in one place makes our work so much simpler. The email campaigns are a breeze to set up, and we love how we can track everything in one dashboard. Their support team has always been helpful and quick to respond whenever we needed them. Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly solution that actually works, we definitely recommend giving EngageBay a try Pros All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform. User-Friendly Interface: Easy to navigate, even for non-technical users. Affordable Pricing: Offers great value compared to other CRM tools. Email Marketing Made Easy: Simple drag-and-drop email builder with automation options. Excellent Customer Support: Responsive and helpful support team. Customizable Workflows: Create automated workflows to save time and boost productivity. Detailed Analytics & Reporting: Track and measure campaign performance with ease. Cons Learning Curve for Advanced Features: Some advanced features require a bit of time to master. Limited Customization for Reports: Customization of reports could be more flexible. Mobile App Limitations: The mobile app could use more functionality. Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs. Review Source TM Thomas M. Systems and Support Administrator Education Management Used the software for: 6-12 months ### "Great CRM and Great Customer Service" June 27, 2025 5.0 Overall it has been a good experience and we are happy with everything that has been setup and are eager to see what else we can do with it in the future, Pros The overall use case and the very quick responses from the customer service teams. I can always rely on contacting support and getting a speedy and informative response. Cons Not being able to open things like email templates and forms in a new tab quickly and efficiently would be my biggest con. It can be quite annoying when you have to update something small but in multiple email templates/forms and you have to open one at a time, rather than opening them all in their individual tabs nice and quickly. Review Source LJ Latrease J. Patient Service Representative Hospital & Health Care Used the software for: Less than 6 months ### "Easy to Navigate" March 12, 2026 5.0 I have begun recommending this product to my colleagues. When I find a product or system that is easy and user friendly I recommend it Pros very easy to navigate, it is extremely user friendly. I enjoyed the notifications from the sales department Cons I cant say that there was anything that made me dislike the EngageBay CRM. Everything was pretty much easy Review Source Response from EngageBay March 13, 2026 Thank you for the kind feedback. We’re glad to hear that you found EngageBay easy to navigate and user-friendly. Making the platform intuitive so teams can get work done without friction is something we focus on a lot. It’s also great to know the sales notifications were helpful in keeping you informed. We truly appreciate you taking the time to share your experience and are happy that EngageBay has been working smoothly for you. Thanks for being part of the EngageBay community. GY Grace Y. Founder and CEO Marketing and Advertising Used the software for: I used a free trial ### "Strewamlined CRM for a Small B2B Agency" September 14, 2025 5.0 Our agency manage multiple clients pipelines and EngageBay keeps us organized. The sales pipeline, automation , and support features all work together, helping us service client better. it feels like having a full toolkit built for agency like ours. Pros Pipeline management is clear and simple , and automation makes sure no follow ups is missed. The customer support team is also excellent. Cons A built in LinkedIn integration for prospecting would make it even stronger. . Review Source AA Ammar A. Manager Machinery Used the software for: 2+ years ### "Very good experience with Engagebay" April 29, 2025 5.0 Good value for money. Pay for what you need when you need. Avery good concept to sart with! Pros Easy to learn, comprehensive system, payable and good technical service if you need help. Cons Marketing part is good for small companies with limited marketing budget. It helps to be in line with the new trends. Review Source PR Paula R. Investment Advisor Representative Non-Profit Organization Management Used the software for: I used a free trial ### "Affordable All in One Solutions for Non profits." September 14, 2025 5.0 As a non-profit, every dollar counts. EngageBay gives us tools to manage donors, run campaigns, and stay connected with volunteers all without the heavy costs of other CRMs. It makes us feel like we can compete with larger organizations on small budget. Pros The email marketing and automation features are easy to use. the free plan gave us space to test before upgrading. Cons We'd love more templates features made specifically for fundraising and donations . Review Source SP Stephanie P. Marketing Consultant Education Management Used the software for: Less than 6 months ### "Cannot recommend highly enough" June 26, 2025 4.0 A fantastic platform, with an even better support team. They're real humans and nothing is ever too much trouble for them. Pros Almost all the features of the dominant CRM / email marketing players, but for a fraction of the cost Cons A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives Review Source RS Rob S. CEO Computer Software Used the software for: 6-12 months ### "Look elsewhere" November 28, 2024 1.0 We have had continual problems trying to be productive using this service. Nothing is straighforward and there are strange side effects and bugs. Online documtation is very poor, so you have to ask almost everything via support. Support chat is fast but low quality. Support tickets are better but they close them without resolving anything so you have to keep bugging them. The most disappointing feature was automations, where they have only limited things that can trigger an automation and limited choices for what the automation can do. You can have multiple automations but there is no priority between them so you end up having to just have one very large one. Not designed or implemented well. It is completely unacceptable that customer support tickets in the Support section are not reliably showing up in saved views. Sounds good on paper but in practice it is not there. Look elsewhere. Pros Combines marketing automation, CRM, and ticketing system. Cons Nothing is straightforward, there are numerous bugs and poor design decisions, ticket views are unreliable (sometimes do not show all matches!). Review Source Response from EngageBay December 6, 2024 Hi Rob, Sorry to know about your experience. The team is already working on adding the triggers and they should be live in a couple of days. We will let you know once the triggers are added. Please reach out to our support to share any further feedback you may have and we would be more than happy to work on them. ST Simon T. Operations Manager Human Resources Used the software for: 2+ years ### "Affordable CRM with Robust Feature Set" May 1, 2025 4.0 Pros I like the affordability and usability of this CRM. Its a promising fit for our business based on the feature set it offers. Cons At times I find a lag in email campaigns and performing bulk actions. It also lacks a fully functional mobile app Review Source Matteo D. Fractional CMO Marketing and Advertising Used the software for: 1-2 years ### "One of the best, complete and affordable crm and mail automation tool in the world" January 20, 2025 5.0 It's simply the easiest, complete and affordable email automation tool I ever used. That is why I suggested it to many of my customers. Pros It is simple, complete and easy to use. Also it is very affordable. Cons It's easy to make mistakes while setting email sequences Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Keap is good but very complicate and I was looking for something more easy to use. Review Source SK Sai K. Account manager Information Technology and Services Used the software for: Less than 6 months ### "Engagebay is an excellent choice and business partner for a CRM rookie" February 19, 2025 5.0 It is a very impressive CRM for its price, it has its own limitations, but the team is constantly enhancing the product Pros First of all, since it provides a range of user-friendly designs, Engagebay is an excellent choice and business partner for a CRM rookie. Although it takes some getting accustomed, the team's assistance—especially that of \[sensitive content hidden\] has made the journey rather easy. A computerized schedule of meetings encourages proactive engagement. Cons Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can. Review Source SK Shiva K. Chief research officer Market Research Used the software for: Less than 6 months ### "CRM with Great Features for Small Businesses" November 24, 2024 4.0 EngageBay CRM has been a solid choice for managing customer relationships and marketing efforts effectively Pros EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses. The integration of sales, marketing, and service tools is seamless, and the pricing is highly competitive compared to other CRM solutions. Cons The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs Review Source RKP Raj Kumar P. Sr. Customer Success Specialist Logistics and Supply Chain Used the software for: 6-12 months ### "I will definitely recommend EngageBay CRM to others " February 11, 2025 5.0 Quite impressive using EngageBay CRM, there was no issues I have faced using it. However, their support team is best whenever if we need anything. Pros A great solution for my marketing needs, particularly the automations. Cons There is no least like about EngageBay, this CRM is helping me in my needs related to Marketing. Review Source sS satyam S. Assistant Manager- Digital Marketing Marketing and Advertising Used the software for: 1-2 years ### "EngageBay: A Must-Have for Growing Businesses" October 7, 2024 5.0 If you're looking for a tool that can do it all—CRM, email marketing, automation, and more—EngageBay is the way to go! It’s helped us grow efficiently without breaking the bank. Pros I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out: Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features. Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns. Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌 Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus! Cons Landing page buildings could be better to have better experience Switched from [Netcore Email API](https://www.capterra.com/p/147847/Pepipost/) Engage bay platform provides the email automation feature. Review Source RK Rezi K. Head of Corporate and retail sales group Insurance Used the software for: Less than 6 months ### "ENGAGEBAY for Sales" February 19, 2025 5.0 It simplified our daily lives and literally eliminated the need for reporting in Excel. Pros We were looking for a program that would simplify our daily reporting. We found ENGAGEBAY and we use it literally every day and quite successfully. Cons In fact, everything is very convenient for sales staff! Review Source JS Justin S. Director of Operations Marketing and Advertising Used the software for: Less than 6 months ### "Best Onboard Experience " December 4, 2024 5.0 Quick, Easy and Extremely user friendly! Pros The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates! Cons Can't really say that I disliked anything about the overall experience Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) needed something easier for my team. Google mentioned trying this Review Source MP Mahesh P. Seo Excutive Information Technology and Services Used the software for: 6-12 months ### "Great Value with Room for Small Improvements" November 14, 2024 5.0 Pros EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended! Cons EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving! 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