# EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is EngageBay CRM the right CRM solution for you? Explore 908 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/178819/EngageBay-Marketing/reviews --- EngageBay CRM 4.7 (908) [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 # Reviews of EngageBay CRM Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews 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" ## Showing most helpful reviews Showing 1-25 of 908 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kuma W. Marketing Consumer Services Used the software for: I used a free trial ### "CRM Experience " February 21, 2025 5.0 It's was very good and all futures are less cost. Pros EngageBay CRM, some of its commonly praised features include its all-in-one nature (combining marketing, sales, and service tools), its affordability compared to some competitors, and its user-friendly interface. Many users also appreciate the free plan option for small businesses or startups. Of course, whether you would like it depends on your specific needs and priorities in a CRM. Cons The marketing and sales and service tool. It's user-friendly interface. Review Source PN Phil N. CEO Marketing and Advertising Used the software for: 2+ years ### "Best CRM Ive used" May 12, 2025 5.0 Fantastic - from start to finish - the right CRM backed by incredible support. The CRm streamlines and the support ensure you get there fast Pros The support team - truly an example of what great support looks like. We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself integrated and using their CRM far quicker than any other system i have tested or used Cons So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead hands down Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) price and options and support ensured i made the switch Review Source CS Carol S. Founder CEO Management Consulting Used the software for: Less than 6 months ### "Mediocre at best" March 3, 2025 2.0 I've emailed the CEO about my issues and he's never bothered to respond. It's because of the issues we've had that I'm even writing this review. Others need to know this is not a good CRM. Pros Good support where you can actually schedule a call with a human. Cons Most everything else. It's not remotely user friendly. The way "Deals" are structured is totally confusing. I was promised by my sales person that it would function like Active Campaign, which I'd used for years but increased in price 4x. Engagebay isn't remotely the same and we've had perpetual problems with it. I, unfortunately, signed up for two years and am sorry I did. I'm now stuck with it. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) The price went up 4x, which was a total ripoff considering the amount we used it for. Review Source RP Robin P. Principal Education Management Used the software for: 2+ years ### "Very highly recommended! " May 12, 2025 5.0 Pros I've been using EngageBay for my small business for five years, and it's been wonderful. A standout has been the support offered via livechat, which has always been ultra-responsive and very helpful. It's also extremely cost-competetive, which is very important for a small business like mine. I can't recommend it highly enough. Cons Nothing! It's met all of my small business's needs beautifully. (I need to keep writing here to meet the minimum character requirements.) Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing EngageBay CRM Initially cost, but then full CRM functionality Review Source BS Bruno S. Product Manager Information Technology and Services Used the software for: Less than 6 months ### "A powerful CRM with amazing support, even on the basic plan" April 23, 2025 5.0 Overall, I'm very happy with EngageBay. I'm still getting to know all the tools it offers, but it already feels like a very complete and well-designed solution. I’ve tried several CRMs and this one stands out, not only because of its features, but because of how well the support team treats you. I definitely plan to continue using it. Pros What I like the most is how feature-rich the platform is, even with the basic plan. It offers tools for marketing, sales, contact management, automations, and more. All in one place. The interface is intuitive and clean, which helps a lot when you're getting started. The help desk team is absolutely fantastic. Fast, kind, and incredibly helpful every time I reach out. That level of support is not easy to find and really makes a difference, especially when you're learning the platform. Cons Nothing major for now. Some features require a bit of a learning curve, but that’s expected with any powerful platform. Switched from [Odoo](https://www.capterra.com/p/135618/Odoo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I was looking for a more complete and affordable CRM that could grow with my business. After trying a few others, I found that EngageBay offered the best combination of features and usability. Review Source JK Jim K. Owner Publishing Used the software for: Less than 6 months ### "Easy to setup, easy to use. Superb support" April 21, 2025 5.0 Easy to setup, easy to use. Superb support. Best I've found Pros Superb customer support. You get to chat with a real person when you need one easily (Their online help is great), not some chatbot Cons nothing so far.. They have answered all of my setup and user questions Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing EngageBay CRM Price, ease of implementation, and customer Support Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) HubSpot was too difficult to setup, wasn't responsive customers support Review Source KC Kim C. Snr VP Sales and Rights Publishing Used the software for: 6-12 months ### "Love Engage Bay" December 4, 2024 5.0 I love it. I have been using it since February 2024, having come over from Hubspot, and it's just much easier to use, doing all the same things, for about 1/4th the price. The customer support is awesome. Rarely can I not get help when I need it, and I always get what I need handled. They are a great team at Engage Bay, and I'm really happy I moved over to it. Pros Everything. It's just a super simple CRM to use and I love using it as do my 5 salesmen that work with me. Cons Not much at all. I rarely run into problems with it, actually. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Too expensive and features I was having to pay for that I didn't need. Review Source MT Mark T. CEO Investment Management Used the software for: Less than 6 months ### "My go-to CRM Solution! " March 27, 2025 5.0 Super easy onboarding and seemless integrations Pros I am a huge fan of EngageBay’s CRM ease of use and high-qualify features. There customer service is exemplary and i recommend them highly without reservation. Cons I can't think of anything i had an issue with tbh. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing EngageBay CRM Ease of use including integrating with other platforms Review Source YT Yohannes T. CEO Professional Training & Coaching Used the software for: I used a free trial ### "Affordable All-in-One CRM with Some Integration Limitations" October 16, 2024 4.0 My overall experience with EngageBay CRM has been positive. It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and customer support all in one platform. While the lack of integration with third-party software has been a challenge for us, the platform’s functionality and price point still make it a valuable option for businesses that don’t require extensive integrations. Pros What I liked most about EngageBay CRM is its competitive pricing, which is great for small businesses. The user interface is intuitive and easy to navigate, making it simple to manage tasks. I also appreciate that it’s an all-in-one solution, offering tools for marketing, sales, and customer support in a single platform. Cons What I liked least about EngageBay CRM is that it doesn’t integrate with many third-party software applications, which is critical for our business needs. Aside from that, it has been a good experience overall. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing EngageBay CRM I chose EngageBay CRM because it offered an affordable all-in-one solution that seemed perfect for a small business like ours. The pricing was very competitive compared to other CRMs, and the user interface was intuitive and easy to navigate. It seemed like a great fit initially, offering the essential tools we needed for marketing, sales, and customer support in one platform. 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 GT Giuliano T. Co-Founder Photography Used the software for: Less than 6 months ### "EngageBay watch this space " November 11, 2024 5.0 Stoked, love it, cheap and effective which is 100% what my SMB needs. Pros Cost effective all in once crm and their CSM team is present and available. Which is important to me as I am in Australia. Cons Some parts of the system push notifications are not clear and they disappear very quick. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) expensive for what it did and does not much else for our business needs Review Source JW Jason W. President and CEO Marketing and Advertising Used the software for: 1-2 years ### "Reliable Affordable and packed with features" September 23, 2025 5.0 EngageBay has been a reliable platform for our mid sized marketing team. We use it daily for managing leads, running campaigns , and automating client follow ups. It's rare to find this many feature bundled together at such an affordable price. Pros The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results noticeably, constant update the platform keeps improving without extra charge. Cons The interfaces takes a little time too get used to at first , would love to see deeper native integrations with third party apps. Review Source 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 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 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 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 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 VR Verified Reviewer Design and Marketing Manager E-Learning Used the software for: Less than 6 months ### "A Game-Changer for Our Business" October 7, 2024 5.0 This is the best marketing CRM system I have used! Pros EngageBay has completely transformed the way we manage our customer relationships! As a small business, we needed an affordable CRM solution that didn’t compromise on features, and EngageBay has exceeded our expectations on all fronts. The user interface is incredibly intuitive, allowing our team to quickly learn and start using it efficiently. The ability to have all our marketing, sales, and support tools in one place is a huge time-saver. From email marketing automation to lead scoring, everything works seamlessly. The visual pipeline gives us a clear overview of our sales process, helping us stay organized and focused. What really stands out is the exceptional customer support. Whenever we’ve had questions, the EngageBay team has been prompt and helpful, ensuring that we’re maximizing the platform’s potential. Cons There is nothing not to like about EngageBay Review Source AB Anthony B. Administrator Accounting Used the software for: Less than 6 months ### ""EngageBay is an excellent all-in-one CRM and marketing tool! The platform is user-friendly"" January 31, 2025 4.0 EngageBay is an excellent all-in-one CRM and marketing tool! The platform is user-friendly, packed with features, and offers great value for the price. The customer support team is outstanding, and \[sensitive content hidden\], in particular, went above and beyond to assist me. He was knowledgeable, patient, and quick to resolve my queries. Highly recommend EngageBay for businesses looking for a reliable CRM with top-notch support. Pros It is comprehensive CRM so for small teams it is good software and centralized System. the Customer Support is good. Cons Will update as we use for longer period. Review Source mA matt A. sales agent Financial Services Used the software for: I used a free trial ### "EngageBay CRM: Affordable & Feature-Packed Solution" February 12, 2025 4.0 A powerful, cost-effective CRM ideal for small to mid-sized businesses. Pros Affordable, all-in-one CRM with great automation, intuitive interface, and responsive support. Cons Limited advanced customization, some integrations need work, and the mobile app could improve Review Source AG Ayesha G. Founding Principal Management Consulting Used the software for: Less than 6 months ### "Quite a Bit to Offer " February 19, 2025 5.0 The customer service was great. They are responsive and have great follow-up. There are also good tutorials provided to help you acclimate yourself to the system. It has been a very positive experience. Pros I like that the all-in-one system has quite a bit to offer and seems more comprehensive than most. Cons I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan. Review Source DD Derrick D. Creative Marketing Specialist Automotive Used the software for: Less than 6 months ### "Satisfied Customer" January 31, 2025 5.0 So far, I have been able to create forms and automations that makes gathering interest fairly easy. Pros The available tools are very diverse with a low learning curve Cons The reporting could be a little more robust Review Source RS Rakesh S. Marketing Director Professional Training & Coaching Used the software for: Less than 6 months ### "A Comprehensive and Robust CRM" November 5, 2024 5.0 Pros EngageBay's CRM integrates well with its marketing and sales module and it helps me manage my entire sales pipleline, track deals and organize customer information with an ease. It offers 360 degree contact view, pipeline visualization and task management. Cons Although it offers excellent features but it lacks some of the advanced reporting that are essential. Review Source DC Daniel C. Managing Director Computer Software Used the software for: I used a free trial ### "Great way to find compatible services" December 8, 2024 5.0 Overall, a great way to locate software that is fully integrated with all your business needs Pros It is a great way to locate software exclusively compatible with my business Cons The website could be a bit more dynamic and more accessible... Did I mention I run a website design business ;) Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.