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About EngageBay CRM

EngageBay's Marketing automation software helps small businesses automate marketing & sales tasks to generate leads & close more deals.

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 884 user reviews on Capterra.

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Elizabeth
Elizabeth
Marketing Manager in Australia
Verified LinkedIn User
Legal Services, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Great, Value for Money Solution for a B2B

4.0 7 months ago

Comments: We were looking for a solution that would suit a B2B and were comparing various options against the features of Pardot and Hubspot. EngageBay came out as the most cost-effective solution that gave us most of the features but at a much more reasonable cost. We are happy with the choice of EngageBay for our business. Not only is it good value, but it is easy to use and the support is better than their competitors (including some of the market leaders which I have experienced first hand).

Pros:

It does everything we need at a much more reasonable cost than than the market-leading marketing platforms and CRMs. Also, the interface is much easier to use and far more intuitive than some of the market leaders, eg. SalesForce/Pardot. The support team are responsive and will answer any questions which is helpful particularly in the set up phase. We are based in Australia, so sometimes there is a time lag but it has not caused us any issues to date.

Cons:

There are a few missing features which would seem to be obvious, eg. not being able to sort on every column of data or only having the client's first name listed in some places when having both names would be more helpful or not having the ability to insert an email link into their templates. However, these can be worked around.

Rajdeep Singh
Founder in India
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Great Support and Quick resolution

5.0 4 months ago

Comments: Its a quickly deployed platform which is good in marketing and automation

Pros:

Support, Ease of use and Cost effectiveness

Cons:

Social Suite is not that great, they should include social suite as a new module

Derrick
Creative Marketing Specialist in US
Automotive, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Satisfied Customer

5.0 last month New

Comments: So far, I have been able to create forms and automations that makes gathering interest fairly easy.

Pros:

The available tools are very diverse with a low learning curve

Cons:

The reporting could be a little more robust

Jerker
CEO in Sweden
Education Management, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

DON'T BUY THIS SYSTEM!

1.0 4 months ago

Comments: As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. I can't even filter on the objects attached to a contact.
The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot.

Pros:

Nothing

Cons:

Everything

EngageBay Response

4 months ago

Hi Jerker, I'm sorry to hear about your experience. Until the account is warmed up, we have a limit on how many emails you can send, just to ensure your domain reputation does not get impacted. Also, may I know what the issue was with the sync and who you paid the money to? We do not see any additional payments other than the subscription cost.

Justin
Director of Operations in US
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Best Onboard Experience

5.0 3 months ago

Comments: Quick, Easy and Extremely user friendly!

Pros:

The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates!

Cons:

Can't really say that I disliked anything about the overall experience

Ayesha
Founding Principal in US
Management Consulting, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Quite a Bit to Offer

5.0 4 weeks ago New

Comments: The customer service was great. They are responsive and have great follow-up. There are also good tutorials provided to help you acclimate yourself to the system. It has been a very positive experience.

Pros:

I like that the all-in-one system has quite a bit to offer and seems more comprehensive than most.

Cons:

I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan.

Dhruv
Sr. Business Analyst in India
Information Technology & Services, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Great platform for CRM needs

5.0 2 months ago

Comments: Great platform for CRM needs, the support team is also very quick in responding to any queries. All in all worth the money.

Pros:

Ease of use Quick response of support team in all time zones

Cons:

Fir advanced features, assistance of support team is required, that sometimes becomes a challenge

Sagar
Director in India
Marketing & Advertising, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Best CRM for startups

5.0 2 months ago New

Pros:

I like the forms most, it is very simple to create

Cons:

Landing pages need to improve more creative

Andrei
Social Media Specialist in Romania
Professional Training & Coaching, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

EngageBay is a great platform for streamlining one's work

5.0 last month New

Pros:

Its versatility when it comes to streamlining social media operations.

Cons:

There aren't any cons that I would be able to realistically nominate. The platform functions fairly flawlessly for my needs.

Desiree
ENGAGEBAY CRM in US
Accounting Software, 11–50 Employees
Used the Software for: Free Trial
Reviewer Source

EngageBay CRM

5.0 2 months ago

Comments: I will definitely be using EngageBay CRM again in the future.

Pros:

Engagebay CRM is very easy to navigate, system is very well organized.

Cons:

I had no complaints about Engagebay CRM system.

Michael
CEO in Australia
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The best CRM I've ever used

5.0 7 months ago

Comments: I have been able to do everything i need plus more in engagebay and the guys on the helps desk are awesome

Pros:

I like pretty much everything about engagebay

Cons:

i cannot put my similar automations into folders. i cannot search automations in the search bar Automations do not allow date finder however there is a work around for this so its not too much of a problem

Nuran
Head of Student Acquisition in Tunisia
Education Management, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

I am in love with the Platform

5.0 11 months ago

Pros:

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Cons:

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

Vishal
Owner in India
Financial Services Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

My experience with Engagebay

4.0 5 months ago

Comments: Overall it is a fluent experience using engagebay.

Pros:

ease of use and simple to get started with.

Cons:

Some levels of automation can be still better.

Warren
President in US
Biotechnology, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Good option for someone needing a cost effective all in one CRM

4.0 last year

Comments: The onboarding and ongoing customer support is fantastic. They are available almost instantly and often will jump on a video call immediately to help.

Pros:

The cost vs features is almost unmatched. No bells and whistles but a good, solid platform.

Cons:

You get what you pay for, it does what is needed, but does have limitations.

EngageBay Response

last year

Hi Warren, Thanks for your review. I see that you rates us 3/10 on the "Likelihhod to recommend" parameter. Can you please let us know the reason for the low rating on that aspect. Your feedback will immensely help us.

Mike
Consultant in India
Information Technology & Services, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Best alternative tool for Marketing/CRM

5.0 8 months ago

Comments: I am positive for this app and making it a great alternative for tools like hubspot and all

Pros:

Its been 2nd month we are using it and already have positive feedback for this app. Streamlines and automates repetitive tasks are commendable, saving time and effort. Integration with apps is fantastic. The CRM system addresses all our needs, backed by excellent support from the Engagebay Team. The platform offers excellent automation for emails, landing pages, and forms, making it a great alternative.

Cons:

I find there is a room for Improvement on GUI. Template and Library is not vast, i guess engagebay can work more on that.

Krishna
Krishna
Performance Marketing in India
Verified LinkedIn User
Marketing & Advertising, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Must have CRM tool for big or small organization.

5.0 10 months ago

Comments: Overall, this tool is easy to implement and use and thanks to their support team which is avl 24/7 to help us. I used the tool during my internship, then I suggested the same to my current organization and hence, that's how we implemented it and now our whole team is using it and loving it.

Pros:

1. It's collaborative working environment is so easy to implement and adapt. 2. We don't have to worry about losing our data anymore as all the data is now stored on the cloud. 3. Their server never gets down so our team works any time of the day they want. 4. According to the price, this is the best CRM with all the relevant features as compared to the other alternatives in the market.

Cons:

The users might get lost during their initial days of using this due to their vast featuers but their resource modules are so helpful that they helps them to get back on track. Also, their support team was always there to help us when we got lost using the tool or had any doubts.

Aditya
Digital Marketing Executive in India
Market Research Software, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Engagebay one of my go to choice for Email marketing and automation.

4.0 6 months ago

Comments: It's a really good tool for sales and email automation. I like the no code platform and creating landing pages is really easy. Also, I like the customer support so much, any issue or error that arises, it gets fixed so early.

Pros:

Customer service is top notch, Dashboard again is really good and easy analytics, EDM/Landing page creation so easy and in a breeze.

Cons:

Initially it takes time getting used to when creating the EDM's and Landing page. Certain features are hidden or it takes time to reach them and find them. But once you know its really easy.

Sara
Digital Marketing Strategist Consultant in US
Marketing & Advertising, Self Employed
Used the Software for: Free Trial
Reviewer Source

Accepted a Free Trial & Saw What All The Fuss is About

4.0 7 months ago

Comments: I just accepted the free trial to see what everybody has been talking about it being a great and powerful tool for marketing, and I can attest now that I've seen, that I do agree 100%.

Pros:

I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles. Most issues are caused by the time it takes to connect them all (like hoops you're made to jump through just to get to that point), I am always searching for a better "main hub" situation because each one, I've learned in my own experiences, that not one single platform, hub, account management, and otherwise, never do ALL that you need them to be able to do. One may do 15 things that the other doesn't but that one missing those 15 features may have the one feature that you really needed to lighten the load or something. Its always something or 5 things, but for the money EngageBay seems to be true to their word, and have nearly mastered the all-in-one hub

Cons:

Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

Mahesh
Seo Excutive in India
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great Value with Room for Small Improvements

5.0 4 months ago

Pros:

EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended!

Cons:

EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving!

Bhupender
CRM in India
Information Technology & Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Enagagbay good tool

5.0 10 months ago

Pros:

The intuitive interface makes navigation a breeze. EngageBay's CRM is robust yet easy to use. I appreciate how it streamlines my workflow. Overall, it's a powerful tool for boosting productivity.

Cons:

"The mobile app could use some improvement. Occasionally, I encounter minor bugs. Customization options are somewhat limited. Integration with certain platforms can be smoother.

Jigs
Development Head in India
Computer Software, Self Employed
Used the Software for: Free Trial
Reviewer Source

Powerful, Affordable CRM for Small Businesses

4.0 5 months ago

Pros:

I found EngageBay CRM to be highly intuitive and user-friendly. Its all-in-one platform provides seamless access to essential tools such as email marketing, automation, and sales pipeline management without overwhelming complexity. The pricing is also very competitive, especially for startups and small businesses. Customer support is responsive, and the platform offers good customization options for workflows and dashboards.

Cons:

While EngageBay offers a broad set of features, some advanced functionalities (like deep reporting and analytics) feel a bit limited compared to more premium CRMs. Additionally, integrations with third-party tools are improving, but it lacks some of the deeper native integrations that larger platforms provide. The mobile app also has room for improvement in terms of speed and usability.

Verified Reviewer
Verified LinkedIn User
Management Consulting, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

EngageBay CRM

5.0 last year

Comments: Using EngageBay feels intuitive and straightforward, offering a seamless integration of CRM, marketing, and sales tools in one platform. Its simplicity facilitates quick adoption, though the experience might feel limiting for users seeking deep customization or advanced functionalities.

Pros:

EngageBay provides an affordable, all-in-one CRM solution for small to medium businesses, streamlining marketing, sales, and service with an easy-to-use platform.

Cons:

EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and flexibility in complex operations.

Rémy
Rémy
COO in Germany
Verified LinkedIn User
Consumer Goods, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

The All in One Solution I don't want to miss

5.0 3 months ago

Pros:

EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly. It's user-friendly with robust automation features, but reporting could be more advanced. Great value for the price, especially for small teams looking to scale efficiently.

Cons:

I am a huge fan of it. There are no downsides.

Verified Reviewer
Verified LinkedIn User
E-Learning, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

EngageBay CRM Review: User-Friendly and Supportive

4.0 8 months ago

Pros:

I recently started using EngageBay CRM for sales, and I’m pleased with its simplicity and user-friendly interface. Whenever I have questions or concerns, the support team responds promptly and helpfully.

Cons:

As a new user, I’m still exploring all the features. So far, I’d rate it 4 stars. I plan to update my review after spending more time with the CRM and getting to know its capabilities better.

Annie
Virtual Assistant in Philippines
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Engagebay 5-star Review

5.0 6 months ago

Comments: Pretty good. Does what it's supposed to do.

Pros:

Has all necessary features needed, prompt customer support

Cons:

There are few email templates to choose from.