# Page 9 | EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of EngageBay CRM ## Showing most helpful reviews Showing 201-225 of 907 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Co-Founder Information Technology and Services Used the software for: I used a free trial ### "CRM with all functionalities, Must for any product" November 20, 2023 5.0 I loved its onboarding experience. I don't have to contact the support team to understand the platform and how it works. I found someone with less experience can also use the platform efficiently. Pros Engagebay CRM is designed to cover all the needs of CRM software. Finding the people contacts, managing their status, taking notes, follow-ups, reminders, and many other useful features are available in EngageBay CRM. It's well suited for sales and CXOs building and selling the next generation of software. Cons Nothing as of now. I found it fulfilling all the needs of managing leads properly. Review Source NP Nipa P. Business Administrator Information Technology and Services Used the software for: Less than 6 months ### "EngageBay Review (Used for less than 6 months)" June 3, 2024 4.0 Pros Low cost compared to Hubspot. Ease of setup and use. EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups.Rresponsive and helpful customer support. Cons Lacks Twitter/X integration. Limited Third-Party Integrations. Review Source RJ Randy J. owner Construction Used the software for: 2+ years ### "Engage Bay CRM is a tool worth considering" January 9, 2024 5.0 Overall it is a great product. I would definitely recommend it. Pros It does everything i need in a CRM and sales tool. it has definitely helped me become more efficient. Best thing about Engage Bay is their support. Chat support is live and picks up almost immediately. they always resolve the issue, you are never rushed. they will even give you a call if text is getting tedious. It seems nowadays everyone's support is non existent so their outstanding support makes it stand out Cons its a little difficult setting up /navigating at times, however if you reach out to support, they will get you going in the right direction. once it learn it its simple. and the interface can be a little slow at times, however has never been a real issue. Review Source Steve O. Owner Marketing and Advertising Used the software for: 6-12 months ### "Huge value for the money, and world-class support" August 9, 2022 5.0 We send email notifications to our group of volunteers to give them info on our weekly meetings, and a follow-up email the next day if they don't open the first one. We also send a text with a link to a landing page with the same info. Attendance and participation has at least doubled since we started using EngageBay a few months ago. Pros It does everything the "big name" companies do, at a fraction of the price. And the support staff is world-class. Very helpful, quick to respond 24/7. Cons Creating an email template or landing page is a little clunky the first time, but subsequent modifications are simple. Switched from [SimpleTexting](https://www.capterra.com/p/145859/SimpleTexting/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) I was just looking for less expensive SMS and everything on one platform. SimpleTexting also had great support, but we're saving money with EngageBay's email and SMS, and the support is amazing. Review Source RG Rolando G. Agency Owner Insurance Used the software for: 1-2 years ### "Great all in one solution for any Insurance Agency " December 9, 2022 5.0 I was looking for a something to replace Active campaign and EngageBay fit the bill. I am able to add more contacts and create the same email automation that I was using in AC. For the price, EngageBay is saving me money and providing more application to use. Pros One place to track all leads and their communication. Easy integration with Hubspot and Zapier. Cons Not to much. For now, I am not using the Service products. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) The pricing and the ability to create the same automation that I was running in AC. Review Source AB Angus B. Director Information Technology and Services Used the software for: 6-12 months ### "A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it. " August 26, 2021 5.0 Overall experience is fantastic. We have not even started the marketing side yet so we are looking forward to that. If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice. Pros It is fast and simple to use. We live in deals and task most of the time and it gives you all you need. Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing. Cons We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We wanted extra features but the upgrade costs were just too high. EngageBay was so much more affordable . Review Source MM Matthew M. IT Mechanical or Industrial Engineering Used the software for: 6-12 months ### "8 Month use Review" October 20, 2020 4.0 Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future Pros The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so. Cons Some features are missing, or are under development but the current ones available are fine for now but as the industry grows your CRM should be able to adapt otherwise it's not good Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) we only have a couple of users for the system sugar was suppose to handle more users but we never got to that point so we switched to an easier software to use because of minimal users and functionality they need Review Source Response from EngageBay October 21, 2020 Thanks for the review Matthew. We look forward to receiving all the customer feedback and making EngageBay the best marketing and sales software for growing companies. Mansur S. Product Manager Business Supplies and Equipment Used the software for: 6-12 months ### "A Comprehensive and Easy-to-Use CRM Platform" December 7, 2022 5.0 Overall, EngageBay is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs. Pros My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior. Cons My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited. Switched from [mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/)[Marketing 360](https://www.capterra.com/p/148516/Marketing-360/)[vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/)[Jolt](https://www.capterra.com/p/146384/Jolt/) Yes, I did switch from another CRM platform to EngageBay. I found that EngageBay offered more features, such as marketing automation and lead scoring, and the interface was more intuitive and easier to use. Review Source AU Alexander U. CEO Education Management Used the software for: 2+ years ### "Love This Software" February 16, 2023 5.0 Very easy and positive, support is very quick and helpful Pros It has the best value for money. I use all features I need and still pay a relatively low free for that. I was actually searching for such CRM and after trying may CRM's Engage bay has all I need. Cons That I can't integrate messagner chats and have communication inside of the CRM Alternatives considered [AMO](https://www.capterra.com/p/132890/AMO/) Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Engagebay is more chapter wit hall the features Review Source HE Hans E. Business Developer Luxury Goods & Jewelry Used the software for: 6-12 months ### "Our number-one-choice of CRM-systems" December 27, 2021 5.0 Engagebay is incredibly user friendly and offers an incredible amount of functions, with all of them having been implemented very well. While other CRMs only offer sales functions for a high price, without further marketing campaign management, Engagebay does all that for a low price. Pros \- Smart and user-friendly interface - Incredible functionality - Highly cost effective - Instant customer support - Encompassing Marketing and Sales management, all in one - Great storage capacity for contacts, images, etc. Cons Perhaps some optimization of contact management, other than that nothing really. Alternatives considered [Capsule](https://www.capterra.com/p/124041/Capsule/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing EngageBay CRM Better functionality, fair price, more capacity Review Source AM Amanda M. Marketing Lead Education Management Used the software for: Less than 6 months ### "What a platform!!! If you aren't doing it .... you should! " May 25, 2023 4.0 Super impressed for the level of product offerings and and functions for the cost. We are saving 80% on what we were spending on other services. Pros Easy on boarding and syncing from legacy platform Cons Some of the formatting features are a bit odd but once you work them out you can get to where you need to be Alternatives considered [Ontraport](https://www.capterra.com/p/220784/Ontraport/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Karta](https://www.capterra.com/p/239967/Karta/)[GetResponse](https://www.capterra.com/p/153948/GetResponse/)[Omnisend](https://www.capterra.com/p/153508/Omnisend/) Reason for choosing EngageBay CRM Easy onboarding, all in one and no upsells, easy sync from hubspot, price and service. The team were straight on it. Review Source HD Henry D. RMLO Financial Services Used the software for: Less than 6 months ### "I wish I had known or needed to look for a new CRM sooner!" July 27, 2022 5.0 Pros As I have learned the nuances of this New CRM the Staff has been helpful and I have made the transition with ease and the automations are super awesome work saver and as I explore the other functions I'm sure I will find the same Cons The Calendar function inability to check sub calendars on my calendar software. There the competitors that can say check your primary calendar and then a family calendar to find openings or block your calendar. I have not switched my calendar to this software as a result Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing EngageBay CRM All of the other systems were so expensive I would have written my own in Access before I would have switched Review Source BM Brendan M. CEO Information Technology and Services Used the software for: 1-2 years ### "Engagebay CRM " December 1, 2021 4.0 We are using Engagebay for our 3 account managers and 3 pre-sales people to collaborate and track deals. it has streamline the tracking of opportunities and given us a way to centralise documentation so that order processing can be tracked and made very efficient. Pros The ability to create custom fields that suit the unique approach of clients is excellent. The interface is intuitive and a number of sales people have commented that it is very easy to use and update deals. The support is excellent and fast. You get almost instant responses on chat. Also if you make a suggestion, they are quick to incorporate it if it has value. Cons Having more detailed documentation would definitely help. However the almost always available chat and quick responses goes a long way to offset this. I would like to see the ability to be able to standardise dashboards across all users centrally as opposed to having to create them on each users instance. Reason for choosing EngageBay CRM Cost was a major consideration. But overall easy of use and the ability to customize the platform together with good support swung us to Engagebay. Review Source MA Mindaugas A. IT service delivery manager Information Technology and Services Used the software for: I used a free trial ### "I like your product" June 20, 2024 4.0 Pros Task management very simple and the notification truly works, that's great. Cons I didn't find any video with explanations of how to work with CRM or I didn't know where to look. Alternatives considered [Odoo](https://www.capterra.com/p/135618/Odoo/) Review Source VC Veronica C. International Wedding planner Events Services Used the software for: Less than 6 months ### "Best CRM" May 4, 2023 5.0 Pros The support system is amazing!! It takes a bit to get familiar with all the futures and the chat support is absolutely amazing. Cons So far it answers all my needs. As with everything it takes a bit of a learning curve but is for sure an amazing partner in your business and I appreciate it so very much that their price is friendly and accessible even for a small business that needs to contain the overall operational cost but still needs the bell and whistles to keep them competitive in the marketing. Review Source MH Mark H. Chief Strategist Marketing and Advertising Used the software for: 1-2 years ### "Best bang for your buck" December 27, 2021 5.0 It's straightforward to use, and the best thing is with larger functioning software's there needs to be strong support, and they have that well setup. You can easily get in contact with their help desk to quickly have answers to any of your needs. Pros Engagebay has the most comprehensive suite of features for marketing without the associated costs you incur for other tools out there. I first was looking at marketing software that could encompass a lot of the needed aspects to support our and our clients campaigns, and was pleasantly surprised at the breadth of tools available within Engagbay. They cover both marketing and sales as well which created needed synergy. Cons The only thing that comes to mind right now is the automations that can be created sit in silos in marketing or sales... they have different functionality, but I've found myself looking in marketing for a sales automation and vice versa. I understand the need for the separation, but one automation location with a way to filter and separate marketing vs sales would be helpful. Review Source RN Robert N. Full-Stack Developer Education Management Used the software for: I used a free trial ### "What to consider when looking for a CRM" October 11, 2023 4.0 Pros The most liked feature of EngageBay CRM is its ability to centralize customer information, including preferences, purchase history, and interactions, in one easily accessible location. EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops, tablets, and smartphones. The feature offers drag-and-drop functionality, a preview option, and great value for money. Cons EngageBay CRM has fewer integrations compared to some of its competitors, which may limit its functionality for some users. Review Source chris K. CEO Management Consulting Used the software for: Less than 6 months ### "solid all-in-one crm" July 11, 2022 4.0 Pros While it's not as full-featured as Hubspot, you get almost all of the same features at a much better price. I needed CRM and email marketing with workflows and drip campaigns which would have cost hundreds of dollars if I had stayed with Hubspot. Cons Some minor issues with the calendar - I would like to be able to send a different link for each type of meeting instead of having them all on one page. I had to pay extra to have them remove the EngageBay branding - which was annoying as I thought that it was included in the price. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot was too $$$$ for the features I wanted Review Source MR Marcin R. Marketing and Promotions Specialist Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "First Time User" March 22, 2022 5.0 This is my first time using EngageBay and my first CRM program, and I love it. I tried to use another program as well, as a free trail, but I instantly liked EngageBay a lot more. The layout and ease of use is so much better in Engagebay. Pros I love how EngageBay has everything in one program. You can add contacts, which could be potential new users for new services. You can create email templates which are very neat and easy to do. You can track emails sent out and see which contacts opened them. Etc. Cons One thing that can be integrated is adding a calendar view straight onto the email templates, so that people can click on a day and time and schedule appointments. (Instead of taking to a different page) Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Commence](https://www.capterra.com/p/576/Commence/) Reason for choosing EngageBay CRM The ease of use and layout of EngageBay were one of the main reasons I chose Engagebay over other products. Review Source SP Sayali P. Owner Marketing and Advertising Used the software for: 2+ years ### "Engagebay is the way to go!" September 23, 2021 4.0 Pros 1\. Easy to use, even for newbies 2. Excellent support and walkthroughs.\[SENSITIVE CONTENT\] answers all questions even via email. 3. Smooth functioning once you get the hang of things. 4. Easy to implement no matter what website you use. I used it both on my custom designed Laravel site as well as on Wordpress. Cons 1\. Templates for landing pages and emails are poor. You're almost always better off starting from scratch and creating one or cloning a URL. 2. For beginners, the system and workflow is hard to master, especially because their Youtube training videos are amateur and boring. Review Source Pierpaolo V. CEO Marketing and Advertising Used the software for: 6-12 months ### "I've tried it, but now it's our official automation platform..." February 20, 2020 4.0 I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...). Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product). Pros Quick and easy to use. All very easy. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...). Cons It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap). Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Review Source Response from EngageBay February 24, 2020 Thanks for the review and feedback Pierpaolo Villano. MB Martin B. R&D Events Services Used the software for: 1-2 years ### "Awesome all-in-one CRM/Marketing/do-it-all" February 24, 2023 5.0 Very good alternative to much more expensive tools such as Hubspot. New interface is very slick and honestly I don't know why anyone would choose anything else for marketing, contact management, sales pipeline, task management, product catalogue, landing page management, user tracking, emailing tool... Pros Very simple to use marketing suite, linked with database, automations, repository, sales management... you name it it probably does it. Cons Task management is a bit weak but they constantly improve.The stats dashbo Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing EngageBay CRM Cheaper and more flexible Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Monday was not a great CRM, but is an awesome project management tool. Review Source Ayush S. Business Development Associate Computer Software Used the software for: 6-12 months ### "Caters to all our requirements well and helping the team scale with ease. " September 23, 2021 4.0 Pros Enagagebay covers our Sales and Marketing team from all the directions including Lead Generation, Zapier Integration makes it quick, Customization on Deal Board, Marketing Broadcast Email and Reports. Calendar Sync, Appointment Generation, Marketing Automation and Workflow. Moreover, the support team is proactive and always ready to help with our issues. Cons In terms of the design templates of responsive email, they can add more to make it more intuitive. Currently, they have basics but will be good for marketing teams to include responsive designs in the templates. Review Source VR Verified Reviewer merchant Apparel & Fashion Used the software for: 2+ years ### "I'm really like my EngageBay CRM" November 3, 2023 5.0 I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me improve my CRM significantly. I love that EngageBay CRM is easy to use. The user interface is simple and easy to understand, making it easy to navigate between pages and functions Pros The app provides a range of reports and analytics that help users better understand their data Cons Customer support 24 hours a day, 7 days a week, but may not be enough for companies that need immediate help. For example, phone customer support or live chat may not be available Review Source RK Robert K. Owner Financial Services Used the software for: 6-12 months ### "This does ALL that the others do at a significantly lower price point." January 31, 2023 5.0 Pros Marketing is so vital to my business, and EngageBay has me covered. Cons Well, like any new software with all the features EngageBay has it takes time to learn. The service has been off-the-charts good!!!! Review Source Similar Products Featured ## 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.