Home

/

CRM Software

/

EngageBay CRM

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.
EngageBay CRM

EngageBay CRM 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Pros and Cons
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews
  • Popular Comparisons

Overview

EngageBay CRM
EngageBay CRM
4.7
(907)
FrontRunner 2026

Pricing

Starting at $14.99 per month

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...

to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.

Wondering if EngageBay CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

Software Advice Logo

EngageBay CRM User Interface

0
0
1
2
3

EngageBay CRM Pros and Cons

We analyzed 907 verified reviews for EngageBay CRM to find out what actual users really think.

Select to learn more

Responsive And Patient Assistance

EngageBay CRM users consistently highlight the prompt, friendly, and knowledgeable support team. Whether you’re new to CRM or facing setup challenges, support staff are patient and quick to resolve issues, making onboarding and troubleshooting easier for individuals and teams.

EngageBay CRM Pricing and Plans

Starting price: $14.99 per month
Free Trial
Free Version

Free

$0.00

per user, per month

Plan includes:

  • 250 Contacts
  • Email Marketing
  • Autoresponders
  • Email Broadcast
  • Sequences
  • Lead Grabbers
  • Landing Pages
  • CRM
  • Helpdesk
  • Live Chat

Basic

$14.99

per user, per month

Plan includes:

  • 500 Contacts
  • Email Templates
  • Web Pop-ups
  • Landing Page Builder
  • Lead Scoring
  • SMS Marketing
  • 3rd Party Integrations
  • Social Suite
  • Tag Manager

Growth

$64.99

per user, per month

Plan includes:

  • 5000 Contacts
  • Marketing Automation
  • Push Notifications
  • Site Messages
  • Broadcast A/B Testing
  • Landing Page A/B Testing
  • Custom Domain
  • Call Records
  • Service Automation
  • Products
Read More

Pro

$119.99

per user, per month

Plan includes:

  • Unlimited Contacts
  • Marketing Automation
  • Web Analytics
  • Proposal Analytics
  • SSO
  • Role Management
  • Goals
  • Custom Reporting
  • Dedicated Account Manager
  • Uptime SLA
Read More
Advisor Get Price CTA Image

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

EngageBay CRM Features

  • Popular features found in CRM
    Calendar Management
    Customer Journey Mapping
    Email Management
    Quotes/Estimates
    Reporting/Analytics
    Sales Pipeline Management
    Segmentation
    Task Management
    Territory Management
    Workflow Management
  • More features of EngageBay CRM
    A/B Testing
    Access Controls/Permissions
    Account Alerts
    Account Management
    Activity Dashboard
    Activity Tracking
    Alerts/Escalation
    Alerts/Notifications
    API
    Appointment Management
    Appointment Scheduling
    Audience Targeting
    Automated Publishing
    Automated Responses
    Automated Routing
    Automated Scheduling
    Automatic Call Distribution
    Automatic Outbound Dialer
    Autoresponders
    Auto Update
    Availability Management
    Batch Processing
    Behavior Tracking
    Calendar/Reminder System
    Calendar Sync
    Call Center Management
    Call Disposition
    Caller ID
    Call Monitoring
    Call Recording
    Call Routing
    Call Scheduling
    Call Scripting
    Call Tracking Metrics
    Campaign Management
    Campaign Personalization
    Campaign Planning
    Campaign Specific Signature
    Canned Responses
    CAN-SPAM Compliance
    Channel Management
    Churn Management
    Click Tracking
    Client Database
    Client Management
    Client Tracking
    Communication Management
    Computer Telephony Integration
    Confirmations/Reminders
    Contact Database
    Contact Management
    Content Creation
    Content Delivery
    Content Management
    Conversion Rate Optimization
    Conversion Tracking
    CRM
    Customer Database
    Customer Engagement
    Customer History
    Customer Management
    Customer Segmentation
    Customer Social Profiles
    Customer Support
    Customizable Branding
    Customizable CTAs
    Customizable Fields
    Customizable Forms
    Customizable Templates
    Customization
    Dashboard
    Data Import/Export
    Data Management
    Data Synchronization
    Deal Management
    Document Storage
    Donor Management
    Drag & Drop
    Drip Campaigns
    Dynamic Content
    Email Campaign Management
    Email Marketing
    Email Monitoring
    Email Sequences
    Email Templates
    Email Tracking
    Engagement Tracking
    Event Triggered Actions
    Feedback Management
    File Sharing
    For AEC Industry
    Forecasting
    For Insurance Industry
    For iPad Devices
    Form Builder
    For Nonprofits
    For Real Estate
    For Sales Teams/Organizations
    For Small Businesses
    For Startups
    Gamification
    Geotargeting
    Goal Management
    Goal Setting/Tracking
    Group Scheduling
    Help Desk Management
    Image Library
    Inbox Management
    Incident Management
    Interaction Tracking
    Internal Chat Integration
    IT Asset Management
    Keyword Filtering
    Knowledge Base Management
    Landing Pages/Web Forms
    Lead Capture
    Lead Distribution
    Lead Engagement
    Leaderboards
    Lead Generation
    Lead Management
    Lead Notifications
    Lead Nurturing
    Lead Qualification
    Lead Segmentation
    Lead Verification/Validation
    List Management
    Live Chat
    Location Tracking
    Macros/Templated Responses
    Marketing Automation
    Marketing Calendar
    Mass Texting
    Meeting Management
    Mobile Access
    Mobile Alerts
    Mobile Optimization
    Multi-Account Management
    Multi-Campaign
    Multi-Channel Communication
    Multi-Channel Data Collection
    Multi-Channel Marketing
    Multiple Site Management
    Multivariate Testing
    Notification Scheduling
    Offline Form
    Onboarding
    Online Booking
    Online Forms
    Performance Management
    Performance Metrics
    Personalization
    Pipeline Management
    Post Scheduling
    Power Dialer
    Predictive Analytics
    Proactive Chat
    Progressive Dialer
    Progress Tracking
    Proposal Generation
    Prospecting Tools
    Queue Management
    Real-Time Chat
    Real-time Consumer-facing Chat
    Real Time Editing
    Real-Time Monitoring
    Real-Time Notifications
    Real-time Scheduling
    Real-Time Updates
    Recommendations
    Referral Tracking
    Reminders
    Reporting & Statistics
    Response Management
    Responsive Web Design
    ROI Tracking
    Routing
    Sales Activity Management
    Sales Analytics
    Sales Forecasting
    Sales Trend Analysis
    Scheduled Messaging
    Scheduling
    Search/Filter
    SEO Management
    Service Level Agreement (SLA) Management
    Shared Contacts
    Signature Creation
    Signature Management
    Signature Templates
    Site Search Tracking
    Social Marketing
    Social Media Integration
    Source Tracking

EngageBay CRM Integrations

Zapier
Zapier
Integration rated 4.7 from 37 reviews
Twilio
Twilio
Integration rated 4.6 from 27 reviews
LinkedIn for Business
LinkedIn for Business
Integration rated 4.5 from 13 reviews
WordPress
WordPress
Integration rated 4.7 from 11 reviews
Mailchimp
Mailchimp
Integration rated 4.5 from 11 reviews
Google Drive
Google Drive
Integration rated 4.9 from 10 reviews

See all 31 integrations

EngageBay CRM User Reviews

Overall Rating

4.7

Ratings Breakdown

5

70%

4

27%

3

2%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.8

Functionality

4.6

AL
Andrea L.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed January 2026

EngageBay CRM - Pleasant Interface with Excellent Customer Service

5

I've been using EngageBay CRM for some time now, ultimately for contact management. Any time I've had a question, their customer service has been excellent.

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
Y favorite thing about EngageBay CRM is that it helps to keep me organized, with a colorful interface and great customer service.
Cons:
My least favorite thing about EngageBay CRM is the learning curve but this is to be expected with most software.

Vendor Response

Thank you for the kind feedback. We’re glad to hear that EngageBay is helping you stay organized and that you enjoy the interface and our customer support. Creating a clear, approachable experience while providing responsive support is something we care a lot about. We also appreciate your honest note about the learning curve. While powerful tools can take a little time to get familiar with, we’re continuously working to make onboarding and everyday usage simpler. Thanks again for sharing your experience and for being part of the EngageBay community.

Replied March 2026

Read More

PN
Phil N.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Best CRM Ive used

5

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

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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
Cons:
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

Reasons for switching to EngageBay CRM

price and options and support ensured i made the switch

Read More

MO
Michael O.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

The best CRM I've ever used

5

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

Ratings Breakdown

4
Ease of use
Previously 5
5
Value for money
5
Customer support
5
Functionality
Previously 3
icon
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

Reasons for choosing EngageBay CRM

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

Reasons for switching to EngageBay CRM

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

Read More

LM
Lee M.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Always helpful support

5

Ratings Breakdown

5
Ease of use
3
Value for money
5
Customer support
2
Functionality
icon
Pros:
EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding. [sensitive content hidden], in particular, has been incredibly helpful and solution-focused through every roadblock I’ve encountered. He’s always friendly, responsive, and gets the job done. Thank you, [sensitive content hidden]!
Cons:
It is a basic CRM and it lacks some basic functionality from a reports side. But overall, the support team can usually help you find a workaround.

Reasons for switching to EngageBay CRM

We needed more features that Mailchimp didn;t have.

Read More

RP
Robin P.

Verified reviewer

Education Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Very highly recommended!

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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.
Cons:
Nothing! It's met all of my small business's needs beautifully. (I need to keep writing here to meet the minimum character requirements.)

Reasons for choosing EngageBay CRM

Initially cost, but then full CRM functionality

Read More

Mt
Micheal t.

Verified reviewer

Industrial Automation

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

The Worst Data Security Ever, Stay away!

1

Ratings Breakdown

3
Ease of use
1
Value for money
1
Customer support
3
Functionality
icon
Pros:
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.
Cons:
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...

Reasons for choosing EngageBay CRM

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

Vendor Response

Hi Michael, Sorry to know about the experience. Can you please share the email address associated with your account for us to check what exactly happened and see how we could help.

Replied August 2025

Read More

DJ
Dominik J.

Verified reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Lots of features but unreliable

3

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.

Ratings Breakdown

3
Ease of use
4
Value for money
3
Customer support
4
Functionality
icon
Pros:
It has a lot of features. It pretty much has everything you would want in a CRM and marketing automation platform.
Cons:
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.

Reasons for choosing EngageBay CRM

Engagebay came in at a lower price point.

Reasons for switching to EngageBay CRM

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

Read More

Matteo's profile
Matteo D.

Verified reviewer

Marketing and Advertising

Self-Employed

Used monthly for less than 2 years

Review source

Reviewed January 2025

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

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It is simple, complete and easy to use. Also it is very affordable.
Cons:
It's easy to make mistakes while setting email sequences

Reasons for switching to EngageBay CRM

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

Read More

SK
Satou K.

Verified reviewer

Mechanical or Industrial Engineering

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed January 2026

Best CRM at reasonable price

5

Ratings Breakdown

5
Ease of use
4
Value for money
4
Customer support
5
Functionality
icon
Pros:
The CRM, email marketing, sequences work smoothly together. The email sequences and campaigns are easy to create with rich templates which saves time. Pricing is also very less compared to other tools in the market
Cons:
It lacks advanced analytics and reporting and the mobile app lacks all the features making it difficult to access anywhere

Vendor Response

Thank you for sharing your feedback and for highlighting what’s working well for you. We’re glad to hear that the CRM, email marketing, and sequences are helping streamline your work, and that the templates and pricing provide good value compared to other tools. Making powerful capabilities accessible to growing businesses has always been an important goal for us. We also appreciate your honest feedback about analytics, reporting, and the mobile app. Enhancing reporting depth and improving feature parity on mobile are areas we continue to invest in as the platform evolves. Thanks again for taking the time to share your experience and for being part of the EngageBay community.

Replied March 2026

Read More

LJ
Latrease J.

Verified reviewer

Hospital & Health Care

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed March 2026

Easy to Navigate

5

I have begun recommending this product to my colleagues. When I find a product or system that is easy and user friendly I recommend it

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
very easy to navigate, it is extremely user friendly. I enjoyed the notifications from the sales department
Cons:
I cant say that there was anything that made me dislike the EngageBay CRM. Everything was pretty much easy

Vendor Response

Thank you for the kind feedback. We’re glad to hear that you found EngageBay easy to navigate and user-friendly. Making the platform intuitive so teams can get work done without friction is something we focus on a lot. It’s also great to know the sales notifications were helpful in keeping you informed. We truly appreciate you taking the time to share your experience and are happy that EngageBay has been working smoothly for you. Thanks for being part of the EngageBay community.

Replied March 2026

Read More

Showing 1 - 10 of 907 Reviews

Other Top Recommended CRM Software

Thryv
Thryv

4.2 (505)

Recently recommended 97 times

Claritysoft CRM
Claritysoft CRM

4.5 (241)

Recently recommended 88 times

LeadMaster
LeadMaster

4.1 (36)

Recently recommended 67 times

Topline
Topline

5.0 (12)

Recently recommended 65 times

Advisor Get Price CTA Image

Stuck Between Options?

Our experts can help you compare EngageBay CRM with other top options, so you can find the best fit for your needs.

See what companies are saying about Software Advice