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EngageBay
4.6
(216)
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EngageBay Reviews & Product Details

EngageBay Overview
What is EngageBay?

EngageBay is a CRM platform that helps companies streamline their customer relationship management using a single integrated platform. As an all-in-one solution, the software provides great automation capabilities and a generous free-forever plan that already include essential features and tools that are often only found on paid tiers from competitors. EngageBay offers custom forms, email sequences, web pop-ups, and a landing page builder.

Company EngageBay Inc.
Year founded 2017
Company size 51-200 employees
Headquarters Tracy, California, United States
Social Media
EngageBay Categories on Findstack
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5.0
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$29.00/month
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Ask Questions about EngageBay
What EngageBay is best for?
How does EngageBay compare to Act!?
What are the pros and cons of EngageBay?
EngageBay Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Training Documentation
Languages English
EngageBay Pros and Cons
Pros
  • 'Robust ‘free forever’ plan
  • All-in-One approach to CRM, with live chat, forms and landing page tools
  • Great automation capabilities
  • Offer a range of integrations (Gmail and Office 365 integrations included in the free plan)
Cons
  • Interface is not the most intuitive at times
  • Onboarding process could be improved
EngageBay Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
EngageBay Media
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EngageBay Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: February 20, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Feb 09, 2023
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Powerful Marketing, Sales and CRM All-in-One Online Tool"
What do you like best about EngageBay?

What I love best about EngageBay is you can create contacts just by importing your CSV file. You can also create Marketing Campaigns and monitor them at the same time. Analytics in Dashboard is very useful in getting information on sent campaigns versus bounces, spams, and unsubscribes.

What do you dislike about EngageBay?

So far it is very useful, nothing to dislike.

What problems is EngageBay solving and how is that benefiting you?

EngageBay Suite solves our problems for database repositories and monitoring email marketing campaigns.

Small Business (50 or fewer emp.)
Nov 28, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"A great price for a well featured product"
What do you like best about EngageBay?

I like that it has most of the features of the most popular CRM's but at a fraction of the cost. We were paying 5x more for a popular alternative so it is a no brainer in that regard.

What do you dislike about EngageBay?

It is missing a few features that the more premium CRM's have but at this price you just cannot complain.

What problems is EngageBay solving and how is that benefiting you?

It is solving our CRM needs and email marketing needs. The builder for emails and landing pages is very easy to use and an improvement on others I have used.

Small Business (50 or fewer emp.)
Nov 28, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Excellent experience with the Support Team"
What do you like best about EngageBay?

As a first time user of your platform, I needed assistance a couple of times and I engaged with Charles T. He was absolutely helpful at all times, guided me through the process and in fact also checked in to see if was successful. Now, thats what you call professional service. I was also only allowed to send 100 x emails based on our package but received an exception to send out over 400 - this is what you call excellent customer service.

What do you dislike about EngageBay?

Not able to give you my feedback on this as its all still pretty new to me. I would be great if you could add more business focused templates that we can utilise by merely tweaking.

What problems is EngageBay solving and how is that benefiting you?

Once again, still new to me but will definately be using it more going forward

Small Business (50 or fewer emp.)
Nov 07, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great all-in-one CRM platform for business!"
What do you like best about EngageBay?

Marketing and Sales options and quick live chat responses

What do you dislike about EngageBay?

Nothing - the live chat makes sure everything works correctly!

What problems is EngageBay solving and how is that benefiting you?

Managing business and clients

Small Business (50 or fewer emp.)
Mar 04, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great intuitive platform with excellent customer support"
What do you like best about EngageBay?

I love the smooth interface and the many high-quality functionalities! The customer support is also very friendly and are always there to help. I mainly use it for marketing but I think the sales and service hub is also relatively easy as well.

What do you dislike about EngageBay?

I don't have any dislikes but some small ideas to help improve the user experience. For example for custom fields, lists it would be great if we have an option to arrange the lists in alphabetical order, or we can drag and drop the options, and be able to change the title of the field once created.

What problems is EngageBay solving and how is that benefiting you?

We are just getting started, so we are yet to realize the benfits. But one thing I can say for sure is that it's super handy to have all the customer data & history linked to one platform. That's what we were looking for.

Small Business (50 or fewer emp.)
Dec 21, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Marketing tool for a novice like me."
What do you like best about EngageBay?

I'm a novice in marketing my startup. Cost is a primary concern for me, but EngageBay met my needs.

What do you dislike about EngageBay?

I am yet to find out, because everything seems fine with me so far.

What problems is EngageBay solving and how is that benefiting you?

Engagement and cost efficiency.

Small Business (50 or fewer emp.)
Dec 12, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great Tool"
What do you like best about EngageBay?

Reasonably priced marketing tool that has an easy to use interface and easy integration. Great platform to engage leads through email and keep track of progress. great for small businesses.

What do you dislike about EngageBay?

Basic level does not have many options for use.

What problems is EngageBay solving and how is that benefiting you?

Good organisational tool to streamline lead generation

Small Business (50 or fewer emp.)
Dec 11, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great tool for marketing automation"
What do you like best about EngageBay?

Current features put it on par with big name tools. It will only get better

What do you dislike about EngageBay?

It is still relatively new but things are improving all the time. Having said that, it is powerful in its current form for sure and well worth a look

What problems is EngageBay solving and how is that benefiting you?

A place to store contacts/prospect which will allow me to communicate in a way that suits my market

Small Business (50 or fewer emp.)
Dec 05, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Engagebay is a decent tool"
What do you like best about EngageBay?

The tool has several advantages that work better than similar services, for example: convenient email campaign, unlimited number of users, the ability to create reports and also the eye-catching interface. All functions work well and help increase sales. Very satisfied with the choice of this program.

What do you dislike about EngageBay?

Engagebay is really powerful but bit complicated tool. There is a lack of quick and easy creation of emails and landing pages. You should consider spending some time to get to use for this service. But of course at the end it worth it.he line with some popular apps.

What problems is EngageBay solving and how is that benefiting you?

Overall, my experience of Engagebay was successful. We use Engagebay for different purposes, including email campaign, lead scoring, creating web forms and landing pages, integrating with different social apps, etc. I can just say that its functionality impressed me from the first days of use.

Small Business (50 or fewer emp.)
Nov 16, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great software for managing multiple streams all at once."
What do you like best about EngageBay?

The platform is excellent but what is most valuable is the live chat service. If you're ever stuck with anything, the live chat team are always on hand to help you out within a matter of seconds!

What do you dislike about EngageBay?

It can be a bit confusing at times but that's part and parcel of using a CRM with no prior experience. I think I would encounter many of the same issues, and probably more, if I was to use another CRM.

What problems is EngageBay solving and how is that benefiting you?

Engagebay really helps to automate our email comms. Where we once had to manually track our engagement with members and act accordingly, Engagebay now does pretty much all of that for us.

Small Business (50 or fewer emp.)
May 15, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"I am new to the online space"
What do you like best about EngageBay?

It's robust and can provide most automated sequences you will need as you develop your online marketing.

What do you dislike about EngageBay?

Creativity in email templates - fonts specifically

What problems is EngageBay solving and how is that benefiting you?

Total automation and the specifics of detailed communications

Small Business (50 or fewer emp.)
Aug 17, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Lots of advanced features included in Free plan"
What do you like best about EngageBay?

This platform is perfect for the small business owner seeking an all-in-one platform for free and for reasonable paid plans. It is chocked full of advanced features that many do not offer until at paid plan level.

What do you dislike about EngageBay?

I found that the responsiveness to service was slow to respond, but that was likely due to the time zone versus a real service issue.

What problems is EngageBay solving and how is that benefiting you?

I was able to create all I needed to launch my online business: email automation, CRM, campaigns, automation, forms, and landing pages.

Mid Market (51-1000 emp.)
Oct 12, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Delighted that we have it"
What do you like best about EngageBay?

We have been using Engagebay as our email service provider for past 3 months. The product is easy to use and simple to understand. It's been very reliable. Our emails get through and we have been able to send a TON of emails. We store all of our graphics that we use in our newsletters on the site. We've never run into any hiccups with the use of this product.

What do you dislike about EngageBay?

I would like them to work on adding more responsive email templates and landing page templates. I would also like to see more reporting capabilities added.

What problems is EngageBay solving and how is that benefiting you?

We used many other marketing tools earilier, but we were not satisfied with those tools. Started using Engagebay before three months. As a result, we have a well-established system that removes part of the work of the marketing department.

Small Business (50 or fewer emp.)
Oct 08, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A good marketing automation platform"
What do you like best about EngageBay?

Engagebay is a good tool for creating simple HTML emails, nurture campaigns and lead scoring that provide your sales team with better overall leads. Overall the user interface is pretty nice for the creation of campaigns. Engagebay enables the use of templated landing pages and emails to make it easy to create messages and landing pages.

What do you dislike about EngageBay?

There are difficulties with integration. I must contact the support of the tool. But the support team works very well and quickly responds to the request. Before you start working with the service it is better to read the instructions, the interface is good but not all functions are immediately understood. In general, the service is good and multifunctional, it greatly simplifies the work.

What problems is EngageBay solving and how is that benefiting you?

We switched to Engagebay from another tool, since we had the opportunity to sell more than one brand, but here it is quite possible. We can also extract more detailed information about our customers and transfer them to our sales representatives more efficiently.

Small Business (50 or fewer emp.)
Aug 27, 2023
 Source
Overall Rating:
1.5
AG
Verified Reviewer
Founder
Share
"EngageBay All-in-One Suite Review"
What do you like best about EngageBay?

This product is great for all in-one-CRM management. It allows for excellent and simple communication with customers and broadening reach to ensure you're monthly marketing has growth and engages customers.

What do you dislike about EngageBay?

I wokld like for the interface to feel a bit more modern. I also think the name is relatively long winded so when talking about this platform it often leaves others with a bit of confusion about what the platform actually does.

What problems is EngageBay solving and how is that benefiting you?

Marketing automation for my clothing business is really great with the help of this product. It tends to make posting and keeping up with emails sent to potential customers, simple.

Small Business (50 or fewer emp.)
Nov 12, 2020
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"Not compatible for most marketing automation needs"
What do you like best about EngageBay?

It's pretty cheap compared to other marketing automation tools.

What do you dislike about EngageBay?

There are very few native integrations. The tool doesn't offer the same flexibility as other marketing automation platforms. It's clunky and difficult to set up good workflows. It doesn't even have built-in UTM tagging.

What problems is EngageBay solving and how is that benefiting you?

We are not solving any problems with EngageBay. We used it for one client, and we encouraged them to switch to a different platform because of the lack of features and integrations.

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