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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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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: September 09, 2024
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Mar 13, 2019
 Source
Overall Rating:
5.0
Noemi D. avatar
Noemi D.
Clinical Instructor
Share
"Great Marketing tool"
What do you like best about EngageBay?

The product has really good features at the moment. The potential it shows is even greater. Above all, the team, support and developers are listening to what I say and seriously takes my suggestions into consideration.

What do you dislike about EngageBay?

There are still a few bugs I guess. But, the system changes fast. I see some parts that need improvement.

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

The system can connect Marketing, Sales, and service. I think that is great because it is not only automating Marketing but the entire business process as a whole.

Small Business (50 or fewer emp.)
Dec 28, 2018
 Source
Overall Rating:
5.0
AS
Anand S.
Director
Share
"Most Simplified Marketing inter-phase !"
What do you like best about EngageBay?

Simplicity of creating marketing communications using one single platform.

What do you dislike about EngageBay?

SMS Marketing should have been taken care off.

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

I could save on a lot of time and energy otherwise required to run mailer campaigns.

Small Business (50 or fewer emp.)
Dec 21, 2018
 Source
Overall Rating:
5.0
DR
Digoy R.
Barber
Share
"Useful software"
What do you like best about EngageBay?

It has an advance tools that we may need in our online business.

What do you dislike about EngageBay?

Since it's a new software, there are still room for improvement.

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

So far so good. It works well for me.

Mid Market (51-1000 emp.)
Dec 21, 2018
 Source
Overall Rating:
5.0
LB
Lotes B.
Enterpreneur
Share
"Awesome Digital Marketing Tool"
What do you like best about EngageBay?

It's user friendly and ever since I started using it, it lightened my workload. Amazing!

What do you dislike about EngageBay?

The e-mail under sales is fast, but it seems that many options are missing

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

It lightened the workload and increased productivity

Small Business (50 or fewer emp.)
Dec 21, 2018
 Source
Overall Rating:
5.0
ML
Marian L.
Digital Marketing Manager
Share
"A really good Tool with Great Potential"
What do you like best about EngageBay?

I have been working on many projects that involve Digital marketing. The tool got all the essentials and have some added features that really proves useful. I am new to working on the tool but I didn't really have trouble finding my ways and creating automated ecosystem I want to build.

What do you dislike about EngageBay?

The templates for both email and landing pages are in need improvement. The email system on the sales side is good but it lacks a lot of details.

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

The tool is not yet very sophisticated but it we are able to make digital marketing automation with ease.

Small Business (50 or fewer emp.)
Dec 20, 2018
 Source
Overall Rating:
5.0
JL
Jayson L.
Finance Advisor
Share
"Highly Recommend "
What do you like best about EngageBay?

Engagebay provides better with better leads. It helps to speed up your work.

What do you dislike about EngageBay?

There are some areas that need to improve, but I know engagebay is doing everything and making it better.

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

It is really helpful for those who are starting with their business to develop rapidly. It will optimize marketing and increase sale.

Small Business (50 or fewer emp.)
Dec 20, 2018
 Source
Overall Rating:
5.0
MI
Muhammad I.
Web Designer & Wp Developer
Share
"One of the best CRMs with support that understands you"
What do you like best about EngageBay?

To be honest, I just met CRM who can understand what I need to make my small business will promising to grow in the future and I can get it when using EngageBay. EngageBay gives me the best experience to run Email Marketing and Sales activities on one platform. Roy and Andy help me to achieve what I need with the best support that can't I imagine before.

What do you dislike about EngageBay?

What I dislike is, that I always get the best answers I need and make them use them as one of my favourite CRM applications.

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

This application not only gives me the lead magnet that can make it easier for me to get new customers but also gives me the ability to engage them with marketing activities to make them loyal customers with all the features in this CRM.

Small Business (50 or fewer emp.)
Dec 20, 2018
 Source
Overall Rating:
5.0
VA
Valerie A.
Field Interviewer
Share
"Great Program!"
What do you like best about EngageBay?

It is convenient and has several advantages using the Engagebay. It can increase in sale in your business.

What do you dislike about EngageBay?

You just have to spend more time to get used to it.

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

It helps me a lot with different purposes. It was worth it.

Small Business (50 or fewer emp.)
Dec 20, 2018
 Source
Overall Rating:
5.0
BL
Bea L.
Freelance Blogger
Share
"User friendly Digital Marketing tool"
What do you like best about EngageBay?

It is easy to use for someone who is a beginner like me. I have never used an automated marketing tool but this tool made me use it like a pro.

What do you dislike about EngageBay?

I think it needs to have more templates to choose from especially for someone who does not have coding skills like me.

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

Marketing automation is definitely made easier by the platform.

Small Business (50 or fewer emp.)
Dec 20, 2018
 Source
Overall Rating:
5.0
AC
Angela C.
Loan Officer
Share
"Another good tool for marketing"
What do you like best about EngageBay?

I like how everything is compact. I have everything i need in one software.

What do you dislike about EngageBay?

Just the interface. i think it could need some fun look. But functionality wise, i think it's all good.

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

It's made marketing easier and time saving.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
5.0
GV
Gabby V.
Information Technology
Share
"Affordable Price Automation"
What do you like best about EngageBay?

Easy to use the platform and it is really affordable to grow your online business.

What do you dislike about EngageBay?

Nothing that i know of.

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

Looking for affordable automation for my business

Small Business (50 or fewer emp.)
Dec 18, 2018
 Source
Overall Rating:
5.0
GT
Gaga T.
Tech Lead
Share
" Most affordable sales and marketing software"
What do you like best about EngageBay?

We used Engagabay trail version for our sales and marketing team. Engagabay had lots of options to help sales and marketing team. I Liked the options like Building HTML Emails, adding multiple users running campaign, convenient email campaign, unlimited number of users, the ability to create reports and also the eye-catching interface. Overall I am very satisfied with the tool

What do you dislike about EngageBay?

The UI could have been more intuitive but they seem to be updating on regular basis. But of course at the end it has all the functionality that were required for us.

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

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.)
Dec 12, 2018
 Source
Overall Rating:
5.0
JB
Johannes B.
Director Nacional
Share
"Awesome features "
What do you like best about EngageBay?

I love the easy to use backend and that i can handle all my appointments and tasks into one platform.

What do you dislike about EngageBay?

I am using it for 2 weeks now and could not find anything i dislike.

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

Appointments with clients, newsletter over optin. Client management over the integrated CRM.

Small Business (50 or fewer emp.)
Dec 10, 2018
 Source
Overall Rating:
5.0
RH
Ryan H.
Co Founder
Share
"Great, easy-to-use software"
What do you like best about EngageBay?

The UI/UX provide a seamless experience. And even though I was lazy to read the tutorials at times, chat support is there for me, always helpful and instant. Props to Andy Roberts for all his help.

What do you dislike about EngageBay?

Nothing to complain about. Even if there was, the company's attitude is as such that they will be improving all the time and respond positively to feedback.

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

Automation and it helps they integrate with Zapier.

Small Business (50 or fewer emp.)
Dec 10, 2018
 Source
Overall Rating:
5.0
IB
Ivana B.
Founder
Share
"A Must for marketing professionals!"
What do you like best about EngageBay?

you have everything you need in one tool! pricing is very cheap compared to big competitors like husbpot and experience so far is as good as any other big tool.

What do you dislike about EngageBay?

no cons so far i'm very happy with the tool

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

i have control and order

Small Business (50 or fewer emp.)
Dec 09, 2018
 Source
Overall Rating:
5.0
LW
Leonardo W.
Founder
Share
"Get if if you can"
What do you like best about EngageBay?

Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign are not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

What do you dislike about EngageBay?

I would like more design capabilities for the forms, but I heard they are already implementing it.

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

We can have all our business needs fulfilled by a single platform, which is awesome.

Small Business (50 or fewer emp.)
Dec 14, 2023
 Source
Overall Rating:
4.5
HS
Harjot S.
Mechanical Or Industrial Engineering
Share
"Most complete & powerful CRM for SMBs!"
What do you like best about EngageBay?

EngageBay is a powerful and affordable CRM for marketing, sales, and service for growing businesses. With EngageBay, i have been able to grab more leads, convert them into customers, and delight them with personalized service. EngageBay offers a range of features such as email marketing, landing pages, web forms, live chat, CRM, sales pipeline, helpdesk, knowledge base, and more. It streamline operations, save time, and increase your business revenue & growth.

What do you dislike about EngageBay?

Though i don't find any major disadvantage but still there is a room for advancement of features provided.

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

It combines marketing, sales, and service features in one platform, eliminating the need for multiple tools and integrations. With EngageBay, you can attract more leads,

Small Business (50 or fewer emp.)
Sep 26, 2023
 Source
Overall Rating:
4.5
OG
Onur Kutlu G.
Chief Growth Officer
Share
"Complete Email Marketing Tool With Great Support"
What do you like best about EngageBay?

We use EngageBay every day, heavily for Email Marketing purposes. We have used many other tools like Mailchimp, Mailerlite, Zoho, etc. before. EngageBay offers almost all features compared to other tools but for a much more affordable price. Besides their support team is amazing. They take care of our needs very quickly. The UI is very user-friendly. Setting it up and migrating from the previous tool was quite easy. We also use their Zapier integration.

What do you dislike about EngageBay?

Some features compared to other email marketing tools are missing. However I believe they will develop these features in the near future.

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

We have a very advanced, micro-segmented, email marketing strategy. EngageBay allows us to do almost everything we expect from an email marketing tool.

Small Business (50 or fewer emp.)
Sep 12, 2023
 Source
Overall Rating:
4.5
CM
Carlos M.
Founder
Share
"EngageBay Suite that meets all our needs"
What do you like best about EngageBay?

EngageBay is an excellent product and substitute for all the other products that are in the market. Engagebay is also inexpensive and affordable, adaptable and simple to use.

What do you dislike about EngageBay?

There are some areas that are cluttered like arranging emails in the sequences, responsive landing pages and advanced reporting. They need to work on all of these.

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

Using EngageBay I can easily manage all the contacts. Automations and workflows are very much beneficital for us. It helps us in running email campaigns and news letters

Small Business (50 or fewer emp.)
Aug 03, 2023
 Source
Overall Rating:
4.5
AM
Agustin M.
Founder
Share
"A Game-Changer for Business Growth! ⭐⭐⭐⭐⭐"
What do you like best about EngageBay?

The all-in-one platform has revolutionized our marketing, sales, and customer relationships.Intuitive

What do you dislike about EngageBay?

The user interface can feel a bit overwhelming at times, and some functionalities may require a learning curve.

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

With all the essential tools integrated into one platform, we no longer need to juggle between multiple applications.

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