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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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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: January 15, 2025
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Nov 10, 2020
 Source
Overall Rating:
5.0
Marcello M. avatar
Marcello M.
Founder And Ceo
Share
"A Magic Wand"
What do you like best about EngageBay?

Ease-of-use, Ease-of-implement, ease-of-integrate!

What do you dislike about EngageBay?

Landing pages missing features - no option to reuse blocks, footers, headers

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

Before EngageBay we have to have different tools tho achieve the same results, but it was harder to consolidate, and somethimes it leads to some inconsitency between Support, Sales and Marketing teams. Now we can easly keep the track of all customer engagements, we shutted some tools off, and we have more productivity and simplicity.

Small Business (50 or fewer emp.)
Nov 01, 2020
 Source
Overall Rating:
5.0
Cherly-Ządów C. avatar
Cherly Ządów C.
Head Of Early Stage Investments / Investor
Share
"Complete CRM platform manage customer relationship better with automation."
What do you like best about EngageBay?

EngageBay gives the best insight to run Email Marketing and Deals exercises on one stage. Are use EngageBay for most things that include a business pipeline, CRM, Appointment scheduling, and undertaking the board. EngageBay handles all of marketing, Deals/CRM, and backing needs effectively and intuitively at an incredible cost. Deals measure was inviting and never pushy. Onboarding is an ongoing cycle, and the group is responsive. It is a finished and intuitive instrument. Engagebay can undoubtedly arrange all email contacts so that can keep a light track of the business stream and improve or interlink associations with clients and return them stronger. Notwithstanding a wide scope of highlights that gives the total personalization of messages for crusades. Great marketing capacity and client care administration. Exceptionally fast react. It has so many promising highlights like tracking bargains, contacts, list, email marketing and computerization.

What do you dislike about EngageBay?

EngageBay has a ton of glitches and bugs with successions and email marketing mechanization. The measure of email formats accessible are additionally limited. The interface isn't intuitive and could be streamlined and made basic. A few Programming interface docs didn't exist on the public site. The product lacking in integrating with different stages. The CRM information base isn't as strong as other existing organizations and furthermore the email id doesn't make the organizations data set automatically. The channel/search choices to find specific contact isn't up to stamp. Associations with Standpoint, Gmail, and Office365 are confusing and break. Email strings don't stack past messages - need to parchment and look to take a gander at past messages in a similar discussion.

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

EngageBay is all in one CRM and Marketing Correspondence Platform! It has an integrative stage which includes all capacities under one rooftop, no compelling reason to switch between stages. The web structures and the landing page include is very special and functions admirably. What's more, the look and feel of the stage likewise is extremely pleasant Places this application above numerous others has is the client care they get from the engineers. The UI/UX give a consistent encounter. The suite of instruments is acceptable and the reality it is integrated with numerous apparatuses.

Small Business (50 or fewer emp.)
Oct 26, 2020
 Source
Overall Rating:
5.0
Tommy D. avatar
Tommy D.
Chief People Whisperer
Share
"Highly recommend!"
What do you like best about EngageBay?

This is basically like hubspot but without the expensive price tag. You'll probably get everything you need and more.

What do you dislike about EngageBay?

The social suite isnt really a tool I can use yet. I personally dont see the point of being able to view some of my social networks without being able to post. BUT on the other hand, they are fairly new and I understand that developing new features take time.

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

I've saved hours and hours from many automation features. As well as the CRM where I can track everything from leads to deals. I used to have to input everything manually as well as having a PA part time. Now I dont need that anymore.

Small Business (50 or fewer emp.)
Oct 09, 2020
 Source
Overall Rating:
5.0
Ian N. avatar
Ian N.
Property Investor Helping You To Find The Best Investment Property.
Share
"One of the best CRM systems we have ever used."
What do you like best about EngageBay?

Easy to use, great service and really reactive team. 1000% better than HubSpot.

What do you dislike about EngageBay?

Nothing to put here, we love the product.

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

Replacing a very expensive and inflexible supplier.

Small Business (50 or fewer emp.)
Oct 08, 2020
 Source
Overall Rating:
5.0
SM
Sian M.
Founder
Share
"Engagebay User - Fab Customer Service"
What do you like best about EngageBay?

The detailed filtering and selection you can use for segregating contacts. Great customer service as well.

What do you dislike about EngageBay?

The manuals could be improved but prompt responses by the team make up for that.

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

I needed to be able to select individual contacts by fine detail as well as send bulk emails and monitor what had happened. Excellent value for the features included

Small Business (50 or fewer emp.)
Aug 14, 2020
 Source
Overall Rating:
5.0
YN
Yamini N.
Founder
Share
"An integrative tool for all your Marketing Communication!"
What do you like best about EngageBay?

EngageBay is all in one CRM and Marketing Communication Platform! It has an integrative platform which includes all functions under one roof , no need to switch between platforms!

What do you dislike about EngageBay?

It has been a great experience! No dislike as such.

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

It's has helped in the marketing communications part for us!

Small Business (50 or fewer emp.)
Jul 14, 2020
 Source
Overall Rating:
5.0
Mariano M. avatar
Mariano M.
Head Of Growth
Share
"All in one marketing tool - very helpful"
What do you like best about EngageBay?

I like the fact that this software had almost everything I need. It helps me so much to improve my marketing strategy. From the landing page, report, tracking and designing emails, not to mention, they also integrate with Zapier

What do you dislike about EngageBay?

Not so much, maybe create better deals in the future? But for now is not a big deal

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

The fact that everything is in there, I don't need to worry looking for other tools to work with. Only one tool for everything

Small Business (50 or fewer emp.)
Nov 06, 2019
 Source
Overall Rating:
5.0
RS
Rob S.
Vice President Of Sales And Implementation
Share
"Does it all at a reasonable price"
What do you like best about EngageBay?

EngageBay handles all of my marketing, Sales/CRM, and support needs easily and intuitively for a great price. Sales process was friendly and never pushy. Onboarding is an ongoing process, and the team is very responsive.

What do you dislike about EngageBay?

If I have to pick something, I'd say it's not as "pretty" as others in the same marketplace, but I don't really care. Some functions aren't as intuitive, i.e. even though you can create automation through the sales bay, it works better through the marketing bay.

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

We are integrating our Marketing, Sales, and Support processes into one platform quite easily.

Mid Market (51-1000 emp.)
Sep 03, 2019
 Source
Overall Rating:
5.0
joseh m. avatar
Joseh M.
Sales And Marketing Specialist
Share
"A good marketing automation platform."
What do you like best about EngageBay?

This platform it's helpful for our marketing campaign from designing email.Also works pretty with my business.

What do you dislike about EngageBay?

This tool meets the benefits it offers so there is nothing in adding thus I recommend it as best tool for business marketing.

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

I use this platform for storing valuable contact list, executing Email campains for them and to track our sales and marketing performance.This supports our customer team with alot of information.

Mid Market (51-1000 emp.)
Aug 23, 2019
 Source
Overall Rating:
5.0
Patrick J. avatar
Patrick J.
Sales And Marketing Representative
Share
"Great platform for Marketing & sales efforts."
What do you like best about EngageBay?

It's really helpful for email marketing campaign from designing email, landing page to tracking and reporting result.

What do you dislike about EngageBay?

So far no any dislikes realized in this system.

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

This system makes creating funnels super easy. You can then customize it to suit your needs, you are also able to create web forms and landing pages easily.

Small Business (50 or fewer emp.)
Jun 28, 2019
 Source
Overall Rating:
5.0
Larry A. avatar
Larry A.
Blogger
Share
"A tool on the go"
What do you like best about EngageBay?

I am always on the move and ideas often pop-up in most unlikely of places. I really like the fact that this tool is so lite that I can easily use it even when I have very basic or even slow Internet speed. I even use my landing pages not merely to promote my blog but sometimes to contain my blog since it is responsive and good enough. Sometimes I cannot access my WordPress admin page so I use this as an alternative to publishing some of my content then just put it on the main site when I have a more stable connection. This system really helped me out to get my ideas out the soonest. I even have my Twitter, Facebook and Instagram set on EngageBay.

What do you dislike about EngageBay?

I would not say problematic. But I think it will be very nice if there is a mobile app for this. It can further help me with my content management and creation.

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

The main problem I encounter is having a system that is lite enough for me to use even in remote areas where an Internet connection is weak or rare. This system is able to deal with that well. It greatly helps me with my productivity.

Small Business (50 or fewer emp.)
Jun 26, 2019
 Source
Overall Rating:
5.0
AN
Anh Tuan N.
Marketing Executive
Share
"Good app for marketing"
What do you like best about EngageBay?

Good marketing function and customer-care service. Very quick respond whenever i got problems. Thank you engagebay . It helps me a lot in marketing process

What do you dislike about EngageBay?

Designing process is not smart enough. sometimes i cannot customize easily my email marketing

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

email marketing, landing page and CRM. It helps me a lot in marketing process

Small Business (50 or fewer emp.)
May 25, 2019
 Source
Overall Rating:
5.0
Lena E. avatar
Lena E.
Business Owner
Share
"Finally, Something I can use"
What do you like best about EngageBay?

I always wanted to do my business with sophistication but with ease. I wanted to have a platform with a lot of function but does not require too much technical knowledge. I think I found the system I need. I am amazed by how much function it has in one place but a bit hesitant to use it because I don't like the frustration of setting up a complex system. So I contacted support to ask basic questions and from there I think it is amazing. I am able to find functions and make it work with minimal support.

What do you dislike about EngageBay?

When I google questions about EngageBay, it seems that there are not much of articles I can find. I like doing things on my own and prefer not to contact support. So I think it will be helpful for you to enhance the guide articles you have available online.

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

I am able to do my business with sophistication and ease. I have all the function I need in one system. I think it is not difficult to set up. So far marketing function and other function works perfectly for me. I am able to get this comfortable piece of technology at a very affordable price.

Small Business (50 or fewer emp.)
May 21, 2019
 Source
Overall Rating:
5.0
Jeri B. avatar
Jeri B.
Small Business Owner
Share
"Sophisticated Yet Easy to use..."
What do you like best about EngageBay?

I am a guy that simply wants to run my business with the use of technology but does not like to get a headache with it. I am an old guy that likes technology and knows I need to make use of it to be efficient. I have been using this tech and normally encounters a problem which causes me to hate the system I use because of the things I find gibberish. With EngageBay, it seems I simply need to learn a few things like how to log in and where to click to find stuff. I like the fact that it is affordable and I can do my business with ease using just one system.

What do you dislike about EngageBay?

There are still some native integrations that they don't have. Like LinkedIn sync and the social suite does not have LinkedIn too. Anyway, they said they developing it so I hope it will be there soon.

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

I am able to work using one tool and able to easily use it. It seems that the system made it easy for me to find things. It helps me to become more efficient in doing the task related to my business and I do not have to learn rocket science to get the system to take off.

Small Business (50 or fewer emp.)
Apr 15, 2019
 Source
Overall Rating:
5.0
Mary R. avatar
Mary R.
Small Business Consultant
Share
"Unexpectedly Amazing!"
What do you like best about EngageBay?

I was really just testing this system since it has all the features I need to run my small business but I am not really expecting that it can work well. Apparently the performance and the functions seamlessly work based on the setup I created and was able to run a system like the one I am running using my more expensive platform.

What do you dislike about EngageBay?

It still lacks come features that I might need in the future. Like a place to put my products. some features are also not completely working. It just so happen I do not need some of those non functioning parts. But, seeing those bugs still bothers me just in case I decide to completely go with EngageBay.

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

In my current setup. I would say it can completely handle my business operation at a very affordable price. Currently, I am using this with my more expensive software. But, once I see all the functions that I will need in the future available. I will then switch to EngageBay completely.

Small Business (50 or fewer emp.)
Apr 14, 2019
 Source
Overall Rating:
5.0
Jo Q. avatar
Jo Q.
Small Business Owner
Share
"Impressive Software!"
What do you like best about EngageBay?

It has a lot of features. Almost all of the features work as I expect it to. When you visit their site it says it is a complete platform and honestly, you will only need 3 to 4 more features and you can really say it is a complete platform where you can do your business. Anyway, there are a decent number of working features that prove really useful.

What do you dislike about EngageBay?

Not all of the features work as I expect it to. I think it is just fair that I will give them a chance to improve the product since they are fairly new compared to others. I can also see that they are working fast on improvements and upgrades

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

Having to do almost all the processes we need to do under one platform. Especially considering that it is more affordable than similar software with as many features. I am not really expecting much when I tested it. But, I am really glad it works so well despite the low pricing.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Elmer D. avatar
Elmer D.
Team Lead
Share
"Definitely Awesome!"
What do you like best about EngageBay?

The tool is a complete software that covers everything I need. From Marketing, Sales and even service. It is easy to use and understand and has a lot of features that are really very useful to me. I am just glad I do not have to pay for several tools and use them together. Instead, I was able to find this tool and effectively implement the strategy we designed.

What do you dislike about EngageBay?

It is lacking some features I need which they said they will be setting up in the future anyway. Also, I experience a bit of technical problem almost every time an update is implemented. which they fix really fast. But, I think it will be better to put a solution in place to prevent those issues from happening. Prevention is always better than cure

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

We were able to implement an inexpensive solution that covers all our needs as a company. Like Marketing, Sales, and service. The number of features in the system is a lot for something in this price range. We were also able to get some modifications in the system done. The Dev team is very welcoming of our ideas.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Alvin B. avatar
Alvin B.
Digital Sales Specialist
Share
"Excellent Digital Marketing Tool"
What do you like best about EngageBay?

It has all the feature I need to do the campaign I designed. It has email automation, Landing pages that I can customize on a code level. It has Inline and pop-up forms. I can manage my social media and so many more. What I like above all is the fact that I can talk to the team if there are certain features that can be added in the system. As long as it is feasible, they welcome it.

What do you dislike about EngageBay?

There are certain features that cease to work from time to time. It doesn't impact much of my campaign but it will be good to keep the tool working. In fairness to the EngageBay team, they fix things fast. But, I really prefer to encounter less problem or none at all

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

I am able to do all the things I need in one platform. It really makes monitoring maintenance, strategy development a lot easier. We do not have to learn a lot of tools and if there issues, we simply have to contact one support and they can cover all issues internal to the system. It is really convenient that way.

Small Business (50 or fewer emp.)
Mar 24, 2019
 Source
Overall Rating:
5.0
Ian C. avatar
Ian C.
Poultry Merchant
Share
"Exceptional!"
What do you like best about EngageBay?

I really like the idea that Digital Marketing, sales and service feature is combined into one platform and even powered by automation. The system enabled you to create a full cycle automation that can cover Marketing, Sales and Service and connect each one. The team that handles EngageBay is really accommodating and takes user opinion seriously to improve personal experience.

What do you dislike about EngageBay?

I am not really sure what I do not like I think more native integrations are needed. More support documentations are also needed. The youtube videos are good but it will be better to have a page containing the contents and properly sorted for ease of use.

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

We were able to use one system for all of our Digital marketing needs. Not only that, it gave us the ability to automate our digital marketing but sales and service as well and even make all the platform connect with one another. It also integrate easily with some of our essential tool whether be it native integration or via Zapier. The tool is really great. Above all, we were able to get all these features in a very affordable price.

Small Business (50 or fewer emp.)
Mar 23, 2019
 Source
Overall Rating:
5.0
Bryan L. avatar
Bryan L.
Resort Manager
Share
"Easy to Use"
What do you like best about EngageBay?

The system is really easy to use for someone who is new to this kind of system. The platform also has a lot of features that are useful to me. Before I really thought I need to get a combination of tools. So far this one is good enough for me. The support team is really friendly and willing to accept suggestions just to improve my experience.

What do you dislike about EngageBay?

Does not have enough support articles and videos yet. There are also a few features that maybe useful to me like schduling a post. I think they considered it when I made the suggestion. But, I will still wait when it is fully implemented. I also experienced a few bugs when I got started.

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

It was able to enhance our online presence. Especially considering that we are new in using this kind of tool. We were able to make use of our social media accounts like Twitter, Facebook, and Instagram. We were able to send email campaigns which made conversions since we were able to closely monitor lead activities. It is really good all-in-all.

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