EngageBay CRM

4.6 (476)
Integrated sales & marketing software for growing teams

Overall rating

4.6 /5
(476)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support Software
4.9/5

97%
recommended this app
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476 Reviews

Edo
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Near perfect combination of CRM and Email marketing tools

Reviewed on 23/06/2022

An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.

Pros

It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.

Cons

Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

Alternatives Considered

Moosend

Reasons for Switching to EngageBay CRM

Moosend has several good options but they started to make some changes and increase prices.
Stephen
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Good software - be sure to know your needs

Reviewed on 28/03/2023

Overall experience was very good. EngageBay is not a bad product at all. There are a lot of options available and the support is great.

Pros

I mainly used EngageBay to track contacts and for emails (broadcast emails, etc). Contact management was easy to follow and use. I really appreciated the training videos. The chat support has always been very helpful when needed.

Cons

Email templates were okay. . just okay, but customizable. Over the last couple of years, I anticipated more of a variety added that what has been. Pricing is okay. This is where I recommend that you know what you need and compare to pricing of other packages. You will find that EngageBay is competitive (I have the all in one), but I have to ask what I really use and need for the price. Also, be aware that the amount of emails to send are limited when you first start and you have to 'warm up'. I did not realize that and it delayed some aspects for me.

Alternatives Considered

HubSpot Marketing Hub and HubSpot CRM

Reasons for Choosing EngageBay CRM

Number of contacts for the price

Switched From

Keap

Reasons for Switching to EngageBay CRM

Price
Olivia
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Wonderful customer service

Reviewed on 06/04/2022

Pros

The customer service is very good whenever there is a problem you can write in the chat and you will be helped.

Cons

Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

Alternatives Considered

Vtiger CRM and Salesforce Sales Cloud

Reasons for Switching to EngageBay CRM

We were convinced by the demo-appointment
Martin
Overall rating
  • Industry: Events Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Awesome all-in-one CRM/Marketing/do-it-all

Reviewed on 24/02/2023

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

Reasons for Choosing EngageBay CRM

Monday was not a great CRM, but is an awesome project management tool.

Switched From

monday.com

Reasons for Switching to EngageBay CRM

Cheaper and more flexible
Joshua
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

EngageBay is the best bang for your buck if you want to achieve great email results

Reviewed on 18/05/2023

Overall, I've thoroughly enjoyed using EngageBay. It has given us email results that I don't think could have been achieved on other platforms.

Pros

There are creative ways of sending emails in EngageBay that have boosted our open rates to over 40%.

Cons

There needs to be more API functionality, especially when it comes to reporting email success

Alternatives Considered

ActiveCampaign

Reasons for Switching to EngageBay CRM

It was far less expensive
Mariano
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Using EngageBay for Work

Reviewed on 11/04/2023

Engagebay's work environment is very comfortable and the mobile app provides access to most of the features that the web app does.

Pros

Engagebay offers free tools for everyday work. Do you have a product or service to offer? Engagebay puts at your disposal: contact management, marketing campaign, land pages, and chat.Promotional video templates and email sequences are extras for a free service.In addition, the paid features are more accessible than competing products.

Cons

The non-free options are enabled in the menus, they are not distinguished from the other options and the user may think that they already have those paid tools.

Stephen
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Outstanding Customer Support

Reviewed on 11/04/2023

I needed a cost prohibitive plan form that has every thing to market my fitness business along with the automation. I was using multiple pieces of software well over 300+ a month and Engagebay has replaced all of them at a fraction of the price.

Pros

Really it's the all in one marketing Automation. I can send leads here and quickly get them in an SMS or email campaign.

Cons

Their documentation is not stellar however there chat support is excellent. I've never waited more than 2 mins to get a support rep and they've always solved my problem instantly.

Hainzel Llanely
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Engagebay is the Best CRM

Reviewed on 17/04/2023

I recommended this to my boss and we are using Engagebay now

Pros

You can compare this to Hubspot but 400% more affordable plus the customer service is 24 hours top notch! Also their page is so easy to use!

Cons

None. I just love Engagebay because of the functionality, customer service and price!

Alternatives Considered

Zapier

Reasons for Choosing EngageBay CRM

Cheaper

Switched From

HubSpot CRM

Reasons for Switching to EngageBay CRM

Customer service and price!
Jenny
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Great All-In-One solution

Reviewed on 12/05/2023

There are a few small details that could be improved, but this would happen naturally as customer base increases and demand for those cosmetic improvements rises.

Pros

I think the excellent support team and speed of response and problem resolution. Overall, the software has very easy to use.

Cons

I think a knowledge library with videos would be good to have at hand.

Alternatives Considered

HubSpot Marketing Hub and Mailchimp

Reasons for Switching to EngageBay CRM

Cost, functionality, reviews. Mobility.
David
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

First Tech Support Call

Reviewed on 03/04/2023

Pros

I Just had my first Tech Support Issue at EngageBay and [sensitive content hidden] handled it VERY quickly & easily. Also, when I was experimenting with another competitive platform, I could get NO direct contact with any Tech Support. With EngageBay, when they could see I was not setting up their platform (while I was experimenting with the other one), I got FOUR phone calls from living people at EngageBay in a matter of 2 or 3 days! ... So THAT is Amazing! Other than that,

Cons

I am JUST now setting EngageBay up. So I'm not able to Comment much on that yet.

Cameron
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Feature-rich without breaking the bank

Reviewed on 06/10/2020

We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).

Pros

It is amazing to me how feature-rich the platform is at the cost. More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Cons

Learning curve at first just to understand how it works differently from other systems, but that is not necessarily a con of EngageBay because that is the same for every new platform as each has their own little intricacies.

Response from EngageBay

Thanks for the great review Cameron. Your words are super encouraging.

We will continue to build great features to help small businesses grow their businesses without breaking the bank on expensive bloated software.

Parminder
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Customer Support

Reviewed on 11/02/2022

We are able to manage our customers and prospects well. With automations and workflows we are able to set up drip campaign which keep lead warmer and help in conversions.
Email handling is very good, we are able to do email campaigns
We are also using ticketing tool for customer support.
Chat widget is good and used in our multiple sites.
Loved pop up and messages displayed on my different sites , intelligent control through engage bay. If two step pop up capturing phone number with country code and email is given would really solve our business problem and improve our whatsapp integration

Pros

Found a very good customer support. My couple of issues were resolved realy fast appreciate same.
Easy to use tool, workflows and automations are easy to set up and very useful

Cons

Additional email purchase is very very expensive. Would love this tool and blindly recommend to all of my community if additional email purchase can be reduced.
One additional functionality which can be very useful for business can be scheduling a batch job to run workflow or automation on specific date and time or with specific frequency like daily or weekly.
In forms phone number field need to be improved - country code should be captured correctly associated with main phone number

Alternatives Considered

ConvertKit and ClickFunnels

Reasons for Choosing EngageBay CRM

More functions and features - single crm tool with most features

Switched From

Jira

Reasons for Switching to EngageBay CRM

Click funnels is very expensive - but landing pages are awesome will switch to click funnel for landing pages once I have budget Convertkit is very good for email marketing - but engagebay offers full crm solution which both product does not have. Engage bay email functionality is very expensive so will look for integration with convertkit in near future.
Marcello
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A Magic wand

Reviewed on 11/11/2020

I am very satisfied with EngageBay, I see my company as advanced user of EB, when we got stuck with something, they are always ready to listen and enhance the tool to achieve the desided feature and make the tool even better!

Pros

Easy of use, easy of implement, easy of integrate!

Cons

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates.
Missing Social Software Analytics

Alternatives Considered

Zoho CRM, Pipedrive, Dynamics 365, and Salesforce Sales Cloud

Reasons for Choosing EngageBay CRM

Features, dashboards.

Reasons for Switching to EngageBay CRM

Flexibility, pricing model, all in one, Sales, Marketing and Support... no need to have lots of tools.

Response from EngageBay

Thanks for the review Marcello.

Our landing pages can now support reusable headers and footers. We have developed this feature and it is currently in QA and should go live in a couple of days.

We already have the feature to build new landing templates from scratch. You can also code your own ones too. Please check it out and we would glad to help if needed.

Matthew
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

8 Month use Review

Reviewed on 20/10/2020

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

Response from EngageBay

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
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

A Comprehensive and Easy-to-Use CRM Platform

Reviewed on 07/12/2022

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.

Saurabh
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Outstanding Marketing Automation Platform

Reviewed on 20/01/2022

Overall, I will recommend Engagebay to all my colleagues in the marketing world. Simply outstanding tool. Its truly all in one marketing tool

Pros

I love the marketing automation, landing pages, email broadcast feature of the tool. Above all, I love the pricing of the tool. Early-stage startups like us who have no marketing budget, but still want to initiate marketing will love it.

Cons

List management needs improvement. But, I am confident that they will improve it for sure.

Reasons for Choosing EngageBay CRM

Zoho Campaigns is not good (simply put - its bad marketing tool). So, we looked alternative and switched to Engagebay, which served our needs

Switched From

Zoho Campaigns

Reasons for Switching to EngageBay CRM

EngageBay is a cost-effective tool, simply put alternative to super expensive Hubspot
Murat Yasar
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great features with no cost and unbelievable effective and fast support

Reviewed on 04/08/2022

Pros

Easy to deploy and use. Very fast and effective support. Additional requests are developed and issued bugs are fixed almost instantly. I have never seen this fast development capability before in any other software before.

Cons

It would require to develop some additional features for ticket management. But I am sure they would do that instantly after reporting. They have done that to my requests before within 1 day.

Alternatives Considered

Freshdesk

Reasons for Choosing EngageBay CRM

Free version was very limited. Engagebay provides much more function in its free version.

Switched From

Freshdesk

Reasons for Switching to EngageBay CRM

ngagebay provides much more function in its free version.
Kamran
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Its really an alternative to HubSpot and Agile CR<

Reviewed on 20/10/2021

It has been a great experience and i onboarding is super easy.

Pros

Well I tried several CRMs which include ZOHO CRM PLUS, AGILE ENTERPRISE, and Hubspot for a while.

Most CRMs have same functionalities but when it comes to pricing its way different. Engagebay has everything which Agile, ZOHO, Hubspot has but at a fraction of the cost.

When you are running a digital business you probably have thousand of leads or contacts who you want to nurture and with limited contacts you cant do miracles. Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well. Therefore, you should try this since it has everything which a high end CRM has but at fraction of the cost.

I would highly recommend EngageBay to use.

Cons

Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well

Shannon
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

The Best All-in-One Budget Friendly CRM Out There!

Reviewed on 10/08/2022

Overall, the tool has served our needs. Anytime I need to get help with something I don't understand or feel isn't working properly I can almost always get customer service help immediately through chat. They are always helpful and polite.

Pros

After having used several other CRM tools (Infusionsoft, HubSpot, and Insightly) investing in EngageBay was a no brainer to me. Why? It offers all of the "things" that most businesses need such as a robust CRM, Sales Pipeline, Email Automation, Calendar Tool, Email Marketing and MORE. I was paying so much more for all of these features with the other companies and wasn't using everything. It was a massive investment that just did not make sense. EngageBay makes sense.

Cons

There are a couple things that I enjoyed having access to in Hubspot that EngageBay does not do well, yet. Having the ability to customize my proposals would be a game changer. Currently, it's very limited in how you can pull this off in the proposals feature. I would also appreciate a more customizable calendar feature.

Hafizah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Everything under one roof

Reviewed on 10/08/2021

Pros

EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.

Cons

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.

Evan
Overall rating
  • Industry: E-Learning
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

All the features at an unbeatable price!

Reviewed on 17/03/2023

Pros

EngageBay is very intuitive to use and has all the tools of other CRMs that cost 10x as much. They are always available and have been very helpful with every question we have asked.

Cons

Understanding which features were included in the different plans was a bit confusing at first.

Leonie
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Features for a Great Price Point

Reviewed on 15/10/2021

As a solopreneur, I am able to run a mid size business very cost effectively and efficiently while being able to keep up the contact and communication with clients and prospects.

Pros

I like that I can streamline and automate repetitive tasks and processes which saves time and effort. Love the integration with WordPress and the other apps that can be integrated. I use the CRM, Marketing Automation, Workflow Automation, Appointment/Calendar Management.

Cons

I believe the Landing Page builder is not of the quality that is required and needs some work, particularly around ease of use and responsive design. It works - but could be a lot better
I also think the same about the Newsletter design.
Would love to have a Quiz feature or more complex form capability.

Eliza
Overall rating
  • Industry: Machinery
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

EngageBay Review

Reviewed on 10/03/2023

I am impressed with EngageBay and will continue to use the platform.

Pros

EngageBay is an all-in-one platform that offers a variety of features such as email marketing, CRM, and automation.

Cons

The customer service can be improved, as some representatives come across as rude or arrogant.

Ivan
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best Cost/Benefit in the market today + Great support

Reviewed on 22/06/2022

We were on the market for a solution that could help us bring email marketing and customer success together. I tried pretty much everything on the market with a free trial, and EngageBay was easily the best in terms of number of features and price.

Support is pretty good. I've contacted them many (many) times, and I don't think I had had to wait more than 2 minutes to hear back from them. And they are always friendly and helpful.

Pros

- Workflows and automations are top notch.
- All the different communication channels (Chat, Pop-up, Form, Push Notifcation).
- Sales/lead funnel is pretty flexible
- Integration and implementation were super easy.
- Unlimited contacts.
- Integration with Twilio, and other services.
- Price.
- Great support.

Cons

- Landing Page builder lacks some important features in terms of layout design and possibility of integration with Analytics or GTM.
- Live Chat trigger rules are limited, which can be a problem specially for multi-language support.
- Having to purchase extra credits in order to use my own email service.

Ian
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

A feature rich suite that does not break the bank.

Reviewed on 05/09/2022

We manage to control our sales engagements, social media and email marketing from one platform and combine it with all the analytics that we need. It just works!

Pros

The platform is very effective and is feature rich. The ability to combine both sales and marketing into one platform really works without the ridiculous prices that Hubspot tries to charge.

Cons

It can be little clunky in certain aspects