--- title: "Engage 365 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Engage 365 Software - reviews, pricing plans, popular comparisons to other Customer Loyalty products and more." source_url: "https://www.capterra.com/p/240901/Engage-365/" page_type: "product" language: "en" --- # Engage 365 Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 15, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Engage 365 ## What is Engage 365? Loyalty Program Platform – Engage365 powered by Microsoft Dynamics CRM uses the best of Microsoft technology to allow businesses to ace their customer engagement strategy and customer retention strategies by impressive loyalty solutions. You can now reward and retain customers through personalized interactions across multiple touchpoints. Yegertek has extensively used Engage365 in building retail loyalty solutions, online loyalty program and is a preferred restaurant loyalty programs provider ## What is Engage 365 used for? [Customer Loyalty](https://www.capterra.com/customer-loyalty-software/)[Referral](https://www.capterra.com/referral-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/) Top alternative Featured Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Engage 365?[Manage this product listing](https://www.g2.com/products/yegertek-engage-365/claim_requests/new?auto=true) ## Engage 365 Overview Updated September 2026 AI summary Engage 365 supports businesses of all sizes in managing and enhancing customer relationships across loyalty, engagement, and experience categories. It offers tools for CRM, campaign and promotions management, loyalty programs, rewards, customer segmentation, and survey management. Notable features include gamification, referral tracking, customizable templates, and integration options, with deployment available via cloud, web, Mac, and Windows platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Engage 365 4.1 (8) VS. [4.7 (267)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting Price Contact vendor Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (8) Ease Of Use 4.6 (267) Value For Money 3.5 (6) Value For Money 4.6 (231) Customer Service 4.0 (8) Customer Service 4.7 (217) ## Engage 365 alternatives [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (707)](https://www.capterra.com/p/152997/BirdEye/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.9 (109)](https://www.capterra.com/p/78966/Preferred-Patron-Loyalty/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about Engage 365 Overview ### What company size and specific industries is Engage 365 built for? Engage 365 is designed for businesses in retail, healthcare, hospitality, financial services, and automotive, including fashion and grocery retailers, hospitals, clinics, pharmacies, restaurants, hotels, banks, exchange houses, showrooms, and cab services. The target audience spans companies in these sectors rather than a single size category. Features and Usability ### What are the key features of Engage 365? Engage 365 offers CRM, customer profiles, contact management, and customer segmentation for account handling. It also includes campaign management, multi-channel communication, surveys and feedback, support ticket management, reporting and analytics, access controls, and third-party integrations. Activity dashboards and alerts support monitoring and event-triggered actions. Getting Started and Support ### What training and onboarding options does Engage 365 offer? Engage 365 provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference material, and videos allow self-paced review. Getting Started and Support ### What customer support options does Engage 365 offer? Engage 365 provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. It gives users multiple ways to find answers or contact support, with self-service resources alongside direct assistance. No reviewer feedback on support quality is available here, so specific impressions about responsiveness or helpfulness cannot be stated. ## Features AI summary Based on 1,860 Customer Loyalty reviews Capterra data shows that buyers of customer loyalty software rank the following features as their top priorities: - **Loyalty Program** (**45%** of reviewers rated this feature as critical) - **Rewards Management** (**39%**) - **Third-Party Integrations** (**49%**) Engage 365 supports all three of the features reviewers consider most important: **Loyalty Program**, **Rewards Management**, and **Third-Party Integrations**. Together, these capabilities help businesses build repeat customer relationships, manage incentives more effectively, and connect loyalty data with other business systems, allowing teams to improve retention and deliver more consistent customer experiences. Loyalty Program 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Rewards Management 4.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Strategize and implement rewards for returning customers, employees and other members Loyalty Cards 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage loyalty cards that hold rewards and promotions to incentivize customers to return Activity Tracking 2.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems CRM 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Surveys & Feedback 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Gauge satisfaction and receive information for improvement and success Engage 365 62 features ### All Features - 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 - 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 - Chat/Messaging: Communicate using direct chat or messages within the system - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Complaint Monitoring: Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CSAT Survey Structure: Survey designed the measure customer satisfaction with a product, service, and more - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - 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 Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Email Management: Manage, store and organize emails within the system or via third-party apps - 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 - For Customer Referrals: For customer referral programs / referral marketing products - Gamification: Games or game-like elements to track progress and reward accomplishments - Gift Card Management: Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Loyalty Cards: Manage loyalty cards that hold rewards and promotions to incentivize customers to return - Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases - Membership Management: Database of members to track personal information of individuals and families - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - 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.) - NPS of Customers: Calculate NPS of customers - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - 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 - Rewards Management: Strategize and implement rewards for returning customers, employees and other members - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Support Ticket Management: Allow customers/users to submit support queries and service requests - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period --- Get Advice We can help you find the software with the features you need. Features 3.8 (8) 3.8 Based on 8 reviews ## Pricing Value for money 3.5 (6) ### Starting price Free trial not available Value for money 3.5 (6) 3.5 Based on 6 reviews 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 4.0 (8) 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 4.0 (8) 4.0 Based on 8 reviews ## User reviews Overall rating 4.1 Based on 8 reviews Filter by rating 5(3) 4(3) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent FA faisal A. Customer Accounts Officer Construction ### "El-Khayyat Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 May 11, 2022 So far, we are waiting for positive results from the program, but so far all indications are positive for the future Pros Can be modified and improved in addition to a cooperative team Cons All modifications to the program take a long time and very high cost Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MA Marta A. Brand Manager Transportation/Trucking/Railroad ### "Engage 365 Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 March 17, 2022 Pros I mostly use Engage for loyalty management, referrals and promotions, and Engage365 offers a quite wide selection of features and criteria that can help personalizing loyalty and promotional initiatives, based on the business' needs. Cons The interface is not the most user-friendly and the way promotions are set allows for oversights that might end up being costly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CR Carlotta R. Business Analyst Information Technology and Services ### "Good and reliable" 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 8/10 March 17, 2022 Pros It's very customable, you can add all sort of features to meet your needs Cons Sometimes it's not the best user friendly experience, it's better to have someone who's already familiar with it who can help you Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Ahid S. Director Building Materials ### "Solid solution for those looking to take their customer engagement to next level. " 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 9/10 March 12, 2022 Great over all experience with the product and the company. Unlike previous technology providers that we have worked with, this project was undertaken with true care and intention of our well being. No where in the process did we feel like we were dealing with vendors, engagement seemed more like a well structured partnership. With regard to the product, it was well structured and the full functionality of the software was rolled out in phases. Pros Seamless integration into our current infrastructure. Great set of functions that come with the solution. Furthermore, \[SENSITIVE CONTENT\] actively consulted on new features that could be added, or integrations that could further enhance the way we collect and manage various data points. Cons System took some time for us to be able to easily navigate. \[SENSITIVE CONTENT\] assisted us by hand holding us through out the handover and actively conducted training sessions with our team. Reasons for choosing Engage 365 Great price, great product, and great service - all ingredients for a long term relationship. 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 15, 2022 Wow! Thanks a lot, Ahid for your excellent review! You've made our day!! SS Saiqa Saiqa A. Managing Director Real Estate ### "Great, highly customizable solution." 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 9/10 March 12, 2022 The product is great. It has a simple and clean interface, which made usability quite intuitive. Beyond the product, a special mention to the Yegertek team for running some educational workshops with us to assist us in creating the right roadmap for our requirements. A great solution often requires a great support team to bring out the true potential of the endeavor. Pros Product was easy to use, highly dynamic and customizable. Furthermore, the solution had integration capability with numerous third party tools. Cons At times product had far too many features that we didn’t require. That way, it is sort of a good problem to have. I would recommend users to define their feature list, so that tools that aren’t required can be disabled. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 15, 2022 Thank you, Saiqa! It is always a pleasure to have happy customer feedback. AS Anwar Sadhath M. IT Manager Retail ### "Good One" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 9/10 March 7, 2022 Overall it's a good software, needs to improve in terms of supporting the customer to adapt new changes quickly. Pros I am happy about the support. Hope you understand there is a gap in support and the same was managed. Cons It takes a very long time for a change management. Reasons for choosing Engage 365 Based on the implementation done by you in the relevant retail section. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 15, 2022 Hello Anwar, Thank you for all your comments and the time you have spent on this review. In Yegertek we appreciate our users' valuable feedback. In regards to your concern about customer support, the Yegertek team is constantly trying to provide you with the best of customer support and experience and our Customer Support team will connect with you to resolve your issue. KR Kerstin R. Chief of Programmes Transportation/Trucking/Railroad ### "Engage 365 - an extensive loyalty system" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 4, 2022 we have introduced the Circle loyalty scheme as a USP over our ride hailing product which is currently the only one in Malta Pros The software offers numerous features and possibilities for promotions Cons Tracking of such promotions but this could be due to lack of practice and system knowledge. Training was provided in general and perhaps better use and focus on the available querying possibilities would have helped Reasons for choosing Engage 365 It met all our requirements at the time Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 15, 2022 Thank you for your review, Kerstin. We look forward to continuing your Circle Loyalty strategy journey with you and supporting you with anything on Loyalty strategy you need along the way! AS Akif S. CEO Real Estate ### "Highly recommend Engage365" 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 1, 2022 We have improved overall customer loyalty and employee loyalt Pros Earns and Burns Rules, Referral Managements, Event based points allocation, Promotion Engine for loyalty Cons Didnt have many issues as most of it was easy to use Reasons for choosing Engage 365 The team was knwoeldgable, understood our business problem and the solution was easy to use. 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 3, 2022 Thanks for your kind words, Akif! Very pleased to hear that Engage365 gave you and your team a good customer loyalty experience. We will keep working to bring innovative solutions your team can rely on. Thanks again! [View all Reviews](https://www.capterra.com/p/240901/Engage-365/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.