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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
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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: December 07, 2024
EngageBay Logo
216 EngageBay Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Feb 26, 2021
 Source
Overall Rating:
4.0
JH
James H.
Director
Share
"Exceptionally good all-in-one tool, does 99% of what I want it to do"
What do you like best about EngageBay?

The fact that I can run multiple businesses, on multiple domains, from one tool. This was critical to me and I love this feature. I also love the calendar synchronisation, the appointments feature (no need for Calendly) and the deal tracks (yes, tracks, plural - you can run multiple deal pipelines, each for different businesses if you want). Support is also very responsive and the package is great value for money.

What do you dislike about EngageBay?

So far, nothing particularly leaps out - it is, like many such tools, only as good as the info you can gather and the info you enter, as well as how well you use features. The email marketing feature, for example, seems brilliant, but I haven't even begun to use it yet. This is on me, not Engagebay. All in all, I am happy I signed up.

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

Running more than one business under the same software, without having to pay extra. This, for me, was critical.

Small Business (50 or fewer emp.)
Feb 23, 2021
 Source
Overall Rating:
4.0
Arjun G. avatar
Arjun G.
Founder, Ceo
Share
"Good Marketing Automation Tool for startups"
What do you like best about EngageBay?

It has lot of automation options and decent free on-boarding plans.

What do you dislike about EngageBay?

We had a few issues initially with integration with wordpress and support was a bit slow. But eventually it was resolved.

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

Managing newsletters and integration across platforms. So far we have setup our company integrated to our website using wordpress. The list creation is smooth and efficient. We will soon create newsletters as well.

Small Business (50 or fewer emp.)
Feb 09, 2021
 Source
Overall Rating:
4.0
LS
Leslie S.
P
Share
"Great all in one platform at a reasonable (all inclusive) price."
What do you like best about EngageBay?

The all in one functionality that includes sales, marketing and service, but mostly I like that the platform has a pricing model that isn't continually an upsell. You don't run out of emails or contacts or something else and are asked to upgrade only to run out of something tomorrow that you have to upgrade to as well.

What do you dislike about EngageBay?

For an all in one platform there isn't a lot to not like. Like any tech system there are quirks here and there and some functionalities are not super intuitive so you have to learn what these are and work through them. Their live chat icon often gets in the way of things :(

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

Predominantly we are using the platform for sales funnel creation with landing pages and forms to generate users from ad campaigns and then re-target those contacts we generate through engagement whether through email or other means.

Small Business (50 or fewer emp.)
Aug 21, 2020
 Source
Overall Rating:
4.0
SL
Shawn L.
Marketing Manager
Share
"The best marketing automation deal available!"
What do you like best about EngageBay?

Not provided

What do you dislike about EngageBay?

Not provided

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

Not provided

Small Business (50 or fewer emp.)
Mar 03, 2020
 Source
Overall Rating:
4.0
EW
Erik W.
Executive Director & Founder
Share
"All-in-one with a lot of promise"
What do you like best about EngageBay?

Having all your most essential business functions (sales, marketing, service) under one roof makes a lot of sense. Flick a button and you're in a different mindset. No need to log in to another system. This type of all-in-one product holds great promise for the future. EngageBay also offers excellent support. I was in contact with them on almost a daily basis during setup and they were always there for me. They care about the customer experience.

What do you dislike about EngageBay?

It's still a relatively new product. There are a few things that still need polishing, but to EngageBay's credit, they paid attention to everything I asked about, and fixed anything needing it.

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

Having a single point of focus, rather than multiple software vendors doing different things.

Mid Market (51-1000 emp.)
May 28, 2019
 Source
Overall Rating:
4.0
Eduard C. avatar
Eduard C.
Software Engineer
Share
"The best experience for marketing"
What do you like best about EngageBay?

The best experience I've had regarding email marketing. It is a very complete and intuitive tool, you do not need to spend a lot of time watching tutorials to be trained, you can use the tool as an expert from the first steps. You build meaningful relationships with your customers thanks to their CRM process. I can get information on every interaction I've had with my potential clients, it's fascinating. While I access my contacts, I can make a call to any of my contacts by simply clicking on the call icon.

What do you dislike about EngageBay?

I think it has no errors or negative characteristics. I think it is the most complete tool in the current market. I think they underestimate it and that it is a strong pillar to take into consideration.

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

Thanks to Engagebay we have been able to increase the opening rate of our email campaigns. We have also increased the number of our potential customers, the work becomes more fun using Engagebay. It satisfies the needs of our colleagues, easy to use.

Mid Market (51-1000 emp.)
May 20, 2019
 Source
Overall Rating:
4.0
Robert R. avatar
Robert R.
Software Engineer
Share
"The best tool for marketing, sales and service"
What do you like best about EngageBay?

I like EngageBay which is a new way of doing email marketing, in addition to a wide range of features that gives us as the complete personalization of your emails for your campaigns, I can also schedule the date and time of sending so that Nothing escapes him. Your support staff is quite efficient.

What do you dislike about EngageBay?

The only thing I could say in a negative way is that I think the prices are a bit high compared to the other software in the market. And sometimes in the editing process it slows down.

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

The company can better channel its potential customers, in addition to keeping our current customers happy. With EngageBay we have the tools we need in one place, we save time in the configuration and automation of email marketing. We are quite pleased to have it.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
4.0
LB
Letty B.
Quality Assurance Specialist
Share
"The best marketing tool"
What do you like best about EngageBay?

I have everything i needed to market my business. From gathering leads to nurturing them.

What do you dislike about EngageBay?

I think for the thing i need, everything is there and within reach.

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

Generating leads was one of the challenges we've faced. With engagebay, traffic are converted into possible leads, which is a lot helpdul and easier for us to market.

Small Business (50 or fewer emp.)
Dec 19, 2018
 Source
Overall Rating:
4.0
DA
Divine A.
Founder
Share
"Stepping up the game with this convenient software"
What do you like best about EngageBay?

I like the whole process from lead generating to lead nurturing. It's everything a marketeer needs.

What do you dislike about EngageBay?

i have nothing that i feel like is lacking or least of this software. I'm provided of what i currently need and I'm satisfied with that.

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

It is efficient and easy to use.

Small Business (50 or fewer emp.)
Dec 17, 2018
 Source
Overall Rating:
4.0
CK
Chandni K.
Chandni Kohli
Share
"Great Marketing Tool for new businesses"
What do you like best about EngageBay?

Comprehensive marketing solution for new businesses and extremely affordable. The customer care team is extremely proactive and loves taking and implementing feedback provided to them. The platform is easy to use once you've got hands on experience with the tool.

What do you dislike about EngageBay?

A little difficult to use at first, however the team is always there to help and support. Requires a few more marketing analytic tools especially to understand your audience and message uptake.

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

We were facing a challenge in reaching out to our current user base, Engagebay assisted us in solving that issue instantly.

Small Business (50 or fewer emp.)
Jul 26, 2023
 Source
Overall Rating:
3.5
RW
Raimund W.
Founder
Share
"GREAT Support!"
What do you like best about EngageBay?

Its a very comprehensive suite at an excellent price. Not paying for things you dont need. It comprehensively handles our large email volume, GREAT support!

What do you dislike about EngageBay?

It does a poor job on link tracking. I can't pick contacts on the basis of links clicked. Hard to put together a list of repeat clickers.

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

Excellent HubSpot alternative

Small Business (50 or fewer emp.)
Nov 18, 2022
 Source
Overall Rating:
3.5
Thomas C. avatar
Thomas C.
Head Of Marketing
Share
"Great product, a bit pushy on the sales side"
What do you like best about EngageBay?

For those looking to just get started – in our case, we are starting a small software company, EngageBay offered the best value for their free plan that would allow us to scale in a way that minimized risk on our end.

What do you dislike about EngageBay?

I have been contacted insessently by sales. The most shocking element is that if you do not log in your account 1 time per week, they threaten to shut down your account. I could see 1 time per quarter or even per month. Becuase this is a side business we are running, I just don't need to be in there every week.

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

I needed a simple CRM to keep track of our sales calls and emails. Further, I wanted a platform that I could grow on if sales began to take off.

Small Business (50 or fewer emp.)
Feb 23, 2021
 Source
Overall Rating:
3.5
MS
Monique S.
D
Share
"Feature rich and great all in one"
What do you like best about EngageBay?

Lots of features to help do all I need in marketing sales and service

What do you dislike about EngageBay?

Sales flows could use fine tuning to be more functional

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

I am using it for marketing emails, campaign measurement and marketing reporting

Small Business (50 or fewer emp.)
Dec 14, 2018
 Source
Overall Rating:
3.5
GN
Gergely Csaba N.
Online Marketing
Share
"Decent rising star in harsh competition"
What do you like best about EngageBay?

The software does everything a small biz marketer needs, even sales functions.

What do you dislike about EngageBay?

It needs to be polished, the design is OK, but the email templates are just average or worse ):

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

A small biz marketing team is only 2-3 people, we need software that helps in every situation. With many roles, it's easier to maintain a single software.

Small Business (50 or fewer emp.)
Dec 08, 2018
 Source
Overall Rating:
3.5
Yasaf B. avatar
Yasaf B.
Owner, Ceo
Share
"Lots of potential, but still need a polish work"
What do you like best about EngageBay?

I signed up for EngageBay because I of their CRM features. It has so many promising features like tracking deals, contacts, list, email marketing and automation. I like that I can manage all marketing in my business in one place + Integrate with Zapier.

What do you dislike about EngageBay?

At the time of writing it looks as if the product is not polished enough. I am having glitches with sequences and email marketing automation, plus Zapier integration doesn't include deals yet (expected soon). Support is great answering all my question and fixing all the problems I encounter, but still it looks like some job is still missing.

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

I get to run all my marketing activities in one place, and integrate with Zapier

Small Business (50 or fewer emp.)
May 18, 2023
 Source
Overall Rating:
3.0
Lee-ann D. avatar
Lee Ann D.
Digital Marketer
Share
"EngageBay is a full automated marketing automation software"
What do you like best about EngageBay?

Engagebay has all the features necessary to automate your marketing for small to medium businesses. They have a fast range of features

What do you dislike about EngageBay?

I find the backend clunky and I feel like the design of the backend does not flow like other competitors

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

Engagebay is providing a one stop solution for companies that needs marketing automation at a very reasonable price.

Small Business (50 or fewer emp.)
Nov 24, 2022
 Source
Overall Rating:
3.0
RW
Richard W.
Founder
Share
"CumbersomeAt first"
What do you like best about EngageBay?

The all-in-one ability to manage a lot in one scro

What do you dislike about EngageBay?

I struggled with the iOS browser interface the all was better

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

Brand awareness, brand identity, crm

Small Business (50 or fewer emp.)
Apr 14, 2020
 Source
Overall Rating:
3.0
RP
Rodrigo P.
Founder
Share
"Agile, easy and practical to handle."
What do you like best about EngageBay?

It is a practical tool and very easy to integrate, since thanks to its functions they allow you to carry out a practical and useful automation, managing and organizing sales and emails in a much more practical way.

What do you dislike about EngageBay?

I would like you to have more options for the automation of various accesses, since you still do not have any options to carry out social publications on various networks

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

It is a great help since thanks to its functions you can carry out the automation of emails or sales, thus achieving a greater scope of sales.

Small Business (50 or fewer emp.)
Dec 18, 2018
 Source
Overall Rating:
2.5
GV
Gil V.
Founder
Share
"a great tool"
What do you like best about EngageBay?

it lets you use the tool with ease and comfort

What do you dislike about EngageBay?

it loads. sometimes. but its manageable

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

it helps in your everyday task and work

Small Business (50 or fewer emp.)
Feb 01, 2024
 Source
Overall Rating:
1.0
FR
Frank R.
Founder
Share
"High Pressure Sales Tactics with False Promises"
What do you like best about EngageBay?

I originally decided to try EngageBay as it marketed itself as a HubSpot alterantive with a much more cost effective marketing platform. The only thing I liked about this platform is what it promised, although it failed in every area. So in short, not much that was liked.

What do you dislike about EngageBay?

Once signed up, I was approached by a sales rep with a very high pressure sales tactic quoting all this limited time deals, etc. blah blah. Everyone who has spent money on software knows this tactic. Reluctant to proceed until knowing whether the platform really solved all our needs, I was assured by the sales person that if it did not meet my needs they would refund me. That said, we tried to make the platform work but found way too many challenges with their API, marketing platform which had our domain flagged for spam, poor email validation built into their platform which I was able to prove was inaccurately invalidating emails etc. After a bunch of issues we came to the conclusion that the platform was not a fit. When we asked for that refund, we were ignored and ultimately denied. Typcial transactional SaaS company which is not focused on relationships, but getting over promising and under delivering. Be warned.

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

We were HOPING engagebay would allow us to get a full suite marketing platform that would allow us to market natively within CRM without issues. Although it did not work out that way. Poor email validation, bulk emailing ended us in spam mailboxes, inability to move data around via API easily.

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