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EngageBay CRM Reviews

4.7 (602) Write a Review!

About EngageBay CRM

EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.

Learn more about EngageBay CRM

Pros:

I love using a multiform that can manage all of my data and daily functions in the one place without having to sync and integrate multiple platforms using third party service providers.

Cons:

NO SMS Function However I have been told this is coming soon.

EngageBay CRM ratings

Average score

Ease of Use
4.5
Customer Service Software
4.8
Features
4.6
Value for Money
4.7

Likelihood to recommend

8.8/10

EngageBay CRM has an overall rating of 4.7 out 5 stars based on 602 user reviews on Capterra.

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Steve
Steve
President in Canada
Verified LinkedIn User
Professional Training & Coaching, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Great CRM, You must consider when looking for a CRM!

5.0 4 months ago

Comments: EngageBay has exceeded my expectations. This program is truly starting to get my business going. I enjoyed my sales guy and everything he told me has been true, yes that's a first. The Customer Service people are great, they are there all the time and have really helped me along. The price was much less than the competition, and if you get the All-in-One set up, they do not nickel and dime you for more modules as its all in that package. I give EbgageBay 100% for all they are doing.

Pros:

Without a doubt what I like the most is the customer service and all the help I receive. I am not a IT expert and hooking up apps and making SMS, automation and setting up my needs is not something I know a lot about. The Customer Service has been amazing and quite frankly beats the competition I have worked with. I found most companies to be all talk when it comes to helping, but EngageBay has helped me every step of the way, by chat and on the phone when I need extra help.The product is full of tools, I am using the "All In One" version and it does everything I need at half the price as the competition. It amazes me how many choices there are and how much I can do.I find this program will also grow great as our company grows. It's more than we need today, but it won't be next year and for the price, it would be silly to go anyplace else.

Cons:

For me the thing I dislike the most about any program is learning how to use it. But like I said the support is great.There is not a lot I do not like about EngageBay, I am a very happy Customer. If I had to pick something, I would like to see a larger EngageBay University with many more in-depth and beginner videos. I am told this is coming, so that will be great!

Gerald
Owner in Italy
Marketing & Advertising, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Value, Efficiency and Productivity

5.0 2 months ago New

Comments: The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place

Pros:

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Cons:

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Nadine
Digital Marketing Manager in United Arab Emirates
Marketing & Advertising, 51–200 Employees
Used the Software for: Free Trial
Reviewer Source

Overall Good Experience

3.0 last week New

Pros:

I was able to find suitable prospects and get quality leads

Cons:

The dashboard is slightly complicated and some features aren't advertised as they are through Google Search Ads

EngageBay Response

5 days ago

Hi Nadine. Can you please let us know what exactly is complicated with the dashboard and also the features that are not advertised correctly? We can then check and suggest what best can be done.

K
Owner in US
Financial Services Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

HubSpot Lite

5.0 last month New

Pros:

We wanted a CRM with all the Marketing Automation and Lead Capture functionality of HubSpot, but didn't want to pay five figures a year, since we are a start-up company. EngageBay checks most of the same boxes as HubSpot, but at a much better price.

Cons:

Some of the features are a little clunky, but their customer service is always ready, willing, and able to walk you through any issues you might have. In fact, their customer service is one of their best features.

Sanjay
Business Development Manager in South Africa
Computer & Network Security, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Alternatives Considered:

Engage Bay Review

5.0 last month New

Comments: I could not test all features as the trial is limited but my overall experience was good and it is a very good product. However you most likely will see this only if you use the paid version.

Pros:

The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter. It also integrates well with 3rd party calendars and social apps.

Cons:

The trial version has a lot of features restricted.

Stefan
Owner in UK
Financial Services Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Great CRM and Marketing tool

5.0 last month New

Comments: So far so good, using to store all our contact details, deals, and marketing towards clients and prospects.

Pros:

Easy to setup and well supported when I needed it. Very powerful CRM with great flexibility.

Cons:

More detailed Knowledge base documentation could have saved my calls to support. That said, support on Livechat are very responsive.

Verified Reviewer
Verified LinkedIn User
Apparel & Fashion, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

I'm really like my EngageBay CRM

5.0 last month New

Comments: 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

Siju
Administrator in India
Media Production, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Engagebay = A cracked-egg turned phoenix!

5.0 2 weeks ago New

Pros:

Simply put, the ease of use is remarkable for people relatively "new" to this sort of thing

Cons:

A con i have to mention is not really about EB but about the "cons" shown on this page, 4 of which have already been addressed and fixed by Engagebay (and work *remarkably* well as a matter of fact!) — So anyone reading this, don't be put off by the cons mentioned without doing some due research on the brand spanking new features Engagebay now has.

Cristian
Account Manager in Netherlands
Computer Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Comprehensive and user-friendly business management and marketing automation platform

4.0 3 weeks ago New

Pros:

Marketing automation tools, which enable users to create targeted campaigns, automate workflows, and track results, enhancing overall marketing efficiency.

Cons:

Always a new bug to account for... It makes you spend a bit more time on some processes

Verified Reviewer
Verified LinkedIn User
Information Technology & Services, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

CRM with all functionalities, Must for any product

5.0 3 weeks ago New

Comments: 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.

Saurabh
Marketing Head in India
Computer Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

All in one Marketing & Sales CRM - Value for Money - Seamless Interface - Great Customer SupportTeam

5.0 6 months ago

Comments: My overall experience is great with Engagebay CRM, as it provides value for money for our business.

Pros:

I believe that its a value-for-money product. All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.

Cons:

Engagebay can create a free integration with free version of Hubspot, so that a user can also use free Hubspot for marketing purposes.

Cameron
Owner in US
Marketing & Advertising, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Feature-rich without breaking the bank

5.0 3 years ago

Comments: 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.

EngageBay Response

3 years ago

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.

Sian
Director in UK
Online Media, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Sophisticated Software

5.0 3 years ago

Comments: We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Pros:

How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

Cons:

The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

EngageBay Response

3 years ago

Thanks for the review Sian.

Marcello
CEO in Brazil
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

A Magic wand

5.0 3 years ago

Comments: 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

EngageBay Response

3 years ago

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.

Hans
Business Developer in Vietnam
Luxury Goods & Jewelry, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Our number-one-choice of CRM-systems

5.0 2 years ago

Comments: 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.

Malia
Operations in US
Real Estate, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Great Bang for Buck

5.0 6 months ago

Comments: EngageBay has been very helpful in managing our growing volume.

Pros:

EngageBay has a number of features that can be easily deployed once you're past the initial learning curve (like all software).

Cons:

Some features are clunky but the team is always willing to hear feedback. They've implemented several features/upgrades/changes/updates based on chat conversations with them.

Mansur
Mansur
Product Manager in Türkiye
Verified LinkedIn User
Business Supplies & Equipment, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A Comprehensive and Easy-to-Use CRM Platform

5.0 last year

Comments: 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.

Angus
Director in Australia
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.

5.0 2 years ago

Comments: 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.

Michael
Founder in US
Information Technology & Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

EngageBay customer review from Harris CMO Partners

5.0 10 months ago

Comments: Excellent

Pros:

User friendliness, lots of features, lower cost

Cons:

Can't think of anything, can't think of anything.

Paul
CEO in US
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Great alternative to HubSpot

4.0 last year

Comments: Way less expensive than HubSpot which we were recommended to use and is overly complex and costly. This has become a centrepiece of our software and we are considering white-labelling it for our own client's use.

Pros:

One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.

Cons:

Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.

Pierpaolo
Pierpaolo
CEO in Italy
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

I've tried it, but now it's our official automation platform...

4.0 4 years ago

Comments: 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.

EngageBay Response

4 years ago

Thanks for the review and feedback Pierpaolo Villano.

Tom
Tom
Founder in US
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

It Keeps Getting Better

5.0 last year

Comments: This software made my day, month, and year. Everything is easier now.

Pros:

We started out looking for an affordable CRM/Email Marketing System that didn't charge by # of Contacts. EngageBay was the most affordable of those we found, but since we had never heard of it, we were skeptical it would be very useful. We were so wrong. This is one of those products that gets better, not worse, the more you dig in into it. It feels like I know a secret that no one else knows. IT HAS EVERYTHING. All in one app. We're saving so much money. We got an entire suite of software with at least 40 modules that we would have had to pay for from other apps (Social, SMS, Sales Management, Appointment Calendar, Ticket System, Live Chat, Integrated Automations, Etc..) We can cancel so many services thanks to this software. We had one issue logging in with the WordPress Apps, but it turned out to be our fault for not reading the manual. We sent a quick chat, and customer service answered on almost instantly. They were fast, very knowledgeable, patient, and kind. That 5-star service made the sale for us. We moved 22,000 contacts from another service that has 5% of the capability of EngageBay. I don't write reviews. But I feel like we got so much for so little that I had to give back. We will be recommending this to all of our small business clients.

Cons:

I can't think of anything yet. We're still on the Honeymoon.

Erlan
Digital Marketing Strategist in Indonesia
Marketing & Advertising, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Engagebay is awesome

5.0 last year

Comments: I think engagebay was best all in one marketing tools with friendly budget

Pros:

EngageBay help me doing all-in-one marketing, sales, and support CRM in one software. I love The UI and UX its simple but powerfull and eazy to use

Cons:

its prepect, but has a lower limit in workflow automation

Fırat
CEO in Türkiye
Information Technology & Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Commentary on my great results

4.0 last year

Comments: EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.

Pros:

This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.

Cons:

It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.

Kevin
Kevin
Growth Marketing Manager in US
Verified LinkedIn User
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Excellent CRM and Marketing Tool for the Price Point

4.0 last year

Comments: Overall, this is a really great bang for the buck. We have automated multiple product pipelines using their built in tools while using it to manage leads, deal tracks, email marketing, SMS marketing, and more.

Pros:

The funnels, deal tracks, email lists, and marketing automations, among other components, are very easy to use. Set up was very simple and includes email tracking to help keep prospect communications in one place. Customer support is extremely responsive via chat and email as well!

Cons:

If you are looking to connect your CRM to a million gadgets or tools, this is probably not the CRM for you. It has webhooks available, but it does not integrate natively with most tools out there (like a Hubspot or Salesforce would).