EngageBay CRM

Review of EngageBay CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About EngageBay CRM

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration...

EngageBay CRM Screenshots

EngageBay CRM Features

Features of EngageBay CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management

EngageBay CRM Integrations

Zapier logo
Zapier
Twilio logo
Twilio
LinkedIn for Business logo
LinkedIn for Business
WordPress logo
WordPress
Mailchimp logo
Mailchimp
Google Drive logo
Google Drive

Customer Reviews

See why people love EngageBay CRM

5 Star
70%
4 Star
10%
3 Star
10%
2 Star
0%
1 Star
10%
Elizabeth M.

Elizabeth M.

Verified User

Legal Services · 11-50 employees

Used daily for less than 2 years
Dec 22, 2025

Great, Value for Money Solution for a B2B

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).

What they liked
  • 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
Room for improvement
  • 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
Why they chose it

"Best value for money and best overall features as against market leaders for BRB."

Phil N.

Verified User

Marketing and Advertising · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

Best CRM Ive used

Fantastic - from start to finish - the right CRM backed by incredible support. The CRm streamlines and the support ensure you get there fast

What they liked
  • The support team - truly an example of what great support looks like
  • We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself integrated and using their CRM far quicker than any other system i have tested or used
Room for improvement

So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead hands down

Switched From

price and options and support ensured i made the switch

Michael O.

Verified User

Health, Wellness and Fitness · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

The best CRM I've ever used

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

What they liked
  • I like pretty much everything about engagebay
Room for improvement
  • 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
Switched From

after about a year or 2 of being a customer i started constantly having trouble and the customer service was rude and unhelpful.

Why they chose it

"it seemed to do everything i needed and more and was so much cheaper"

Micheal t.

Verified User

Industrial Automation · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

The Worst Data Security Ever, Stay away!

Verified reviewer

What they liked
  • System wise, nice software
  • But be aware, you will lose all data
  • They just delete it and never come back to it
  • You will not be able to recover it
Room for improvement
  • Data Security, the worst
  • There are no backups of anything
  • they upgraded to a new server, and I lost all my CRM data, only the names were still there with contact details, but none of all historical events, mails, notes, anything
  • I talked to support, they said, we removed all data of before because we got in trouble with the size of the database
  • Then they change the story, suddenly they say it was changing the server
  • Anyways, result is, you can never recover your data and lose all without any notice
  • Engagebay is a feature rich mailing tool, but that it is
  • Support really does not care, they are completely loose from the backend team and backend does not respond to anything at all
  • You can talk for hours to support, they promise to come back to things, but they dont
  • Updates to the system are almost none, I have been using it for years now
  • Only paid services are added
  • Please stay away if your data is important, I have really never met this level of backup and data security amateurs
  • Oh and, if you ever want out, there is no way of really getting your data out of the system
  • so beware
Why they chose it

"Price, options and more, they were very commercial to pull me in... but wanted directly reviews after... very annoying."

Robin P.

Verified User

Education Management · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

Very highly recommended!

Verified reviewer

What they liked
  • I've been using EngageBay for my small business for five years, and it's been wonderful
  • A standout has been the support offered via livechat, which has always been ultra-responsive and very helpful
  • It's also extremely cost-competetive, which is very important for a small business like mine
  • I can't recommend it highly enough
Room for improvement
  • Nothing
  • It's met all of my small business's needs beautifully
  • (I need to keep writing here to meet the minimum character requirements
  • )
Why they chose it

"Initially cost, but then full CRM functionality"

Dominik J.

Verified User

Computer Software · 2-10 employees

Used daily for more than 2 years
May 28, 2026

Lots of features but unreliable

Conceptually, it could be a great platform. The issue is that given the number of bugs and the unreliable marketing automation stats, it's difficult to have trust in the product.

What they liked
  • It has a lot of features
  • It pretty much has everything you would want in a CRM and marketing automation platform
Room for improvement
  • It's very buggy
  • Support has gotten better, but there have been numerous instances where we've reached out to support, and it was common to get a response that it's something on our end
  • We've done our best to use it for our marketing automation purposes, but the delivered/open/click stats can't be trusted
  • We've A/B tested this using Sendgrid, and it was clear that the stats in Engagebay just didn't make sense
Switched From

Thought I'd get the simliar product at a lower cost.

Why they chose it

"Engagebay came in at a lower price point."

Bruno S.

Verified User

Information Technology and Services · 2-10 employees

Used daily for less than 6 months
May 28, 2026

A powerful CRM with amazing support, even on the basic plan

Overall, I'm very happy with EngageBay. I'm still getting to know all the tools it offers, but it already feels like a very complete and well-designed solution. I’ve tried several CRMs and this one stands out, not only because of its features, but because of how well the support team treats you. I definitely plan to continue using it.

What they liked
  • What I like the most is how feature-rich the platform is, even with the basic plan
  • It offers tools for marketing, sales, contact management, automations, and more
  • All in one place
  • The interface is intuitive and clean, which helps a lot when you're getting started
  • The help desk team is absolutely fantastic
  • Fast, kind, and incredibly helpful every time I reach out
  • That level of support is not easy to find and really makes a difference, especially when you're learning the platform
Room for improvement
  • Nothing major for now
  • Some features require a bit of a learning curve, but that’s expected with any powerful platform
Switched From

I was looking for a more complete and affordable CRM that could grow with my business. After trying a few others, I found that EngageBay offered the best combination of features and usability.

Matteo D.

Matteo D.

Verified User

Marketing and Advertising · Self-Employed

Used monthly for less than 2 years
May 28, 2026

One of the best, complete and affordable crm and mail automation tool in the world

It's simply the easiest, complete and affordable email automation tool I ever used. That is why I suggested it to many of my customers.

What they liked
  • It is simple, complete and easy to use
  • Also it is very affordable
Room for improvement
  • It's easy to make mistakes while setting email sequences
Switched From

Keap is good but very complicate and I was looking for something more easy to use.

Hitesh K.

Verified User

Information Services · 11-50 employees

Used daily for less than 6 months
May 28, 2026

EngageBay Helped Me Stay Organized and Save Time

EngageBay has truly been a game-changer for me by bringing everything together. Marketing, sales, and customer management were all consolidated in one place previously. I was juggling multiple tools for email lead tracking and follow-ups, which was not only confusing but also incredibly time-consuming

What they liked
  • What I genuinely appreciate about EngageBay is how it simplifies everything for users
  • It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools
  • Its a wonderful to have everything I need in one place
Room for improvement
  • Honestly, there is very little to dislike about Engagebay
  • My experience has been consistently smooth, and everything has been consistently smooth and everything functions just as I expected

Laura W.

Verified User

Financial Services · 2-10 employees

Used daily for less than 6 months
May 28, 2026

Great CRM for small business

Verified reviewer

What they liked
  • Easy to use platform, automations are intuitive and make a lot of smaller tasks very easy to manage
  • The UI is great and the learning curve was small
  • Support is always readily available and friendly
  • I use several different CRMs in my position and this one has by far been my favorite
Room for improvement

There are some small things that I wish were able to be handled by automations that Engagebay cannot at this time, but so far I've been able to find simple workarounds

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