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choose better software

What Is EngageBay CRM?

EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Capture leads directly from your website using our inline forms and then manage them using the powerful lead management tools. - all from one easy to use platform.

Who Uses EngageBay CRM?

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

Where can EngageBay CRM be deployed?

Cloud-based
On-premises

About the vendor

  • EngageBay
  • Located in Mountain House, US
  • Founded in 2016

EngageBay CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

English

EngageBay CRM pricing

Starting Price:

USD 14.99/month
  • No free trial
  • Yes, has free version

EngageBay CRM has a free version and does not offer a free trial. EngageBay CRM paid version starts at USD 14.99/month.

About the vendor

  • EngageBay
  • Located in Mountain House, US
  • Founded in 2016

EngageBay CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Languages

English

EngageBay CRM videos and images

EngageBay CRM Software - Lead generation forms
EngageBay CRM Software - Contacts
EngageBay CRM Software - Contact details
EngageBay CRM Software - Landing pages
EngageBay CRM Software - Landing pages creation
View 6 more
EngageBay CRM video
EngageBay CRM Software - Lead generation forms
EngageBay CRM Software - Contacts
EngageBay CRM Software - Contact details
EngageBay CRM Software - Landing pages
EngageBay CRM Software - Landing pages creation

Features of EngageBay CRM

  • A/B Testing
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Autoresponders
  • Availability Management
  • Batch Processing
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Specific Signature
  • Channel Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For Insurance Industry
  • Forecasting
  • Geotargeting
  • Goal Setting/Tracking
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • Live Chat
  • Macros/Templated Responses
  • Marketing Automation
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Responsive Web Design
  • SEO Management
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Scheduled Messaging
  • Scheduling
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Marketing
  • Social Media Integration
  • Subscriber Management
  • Support Ticket Management
  • Target Account Identification
  • Task Editing
  • Task Management
  • Team Management
  • Template Management
  • Third-Party Integrations
  • Ticket Management
  • Time on Site Tracking
  • Transcripts/Chat History
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • WYSIWYG Editor
  • Web Notifications
  • Website Visitor Tracking
  • Workflow Management

Alternatives to EngageBay CRM

Hootsuite helps you build your brand, strengthen connections with customers, and drive real business results with social media.
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshdesk is an easy-to-use customer service software that helps over 60,000 businesses worldwide create stellar customer experiences. Learn more about Freshdesk
Create velocity through your sales process. Leverage your pipelines to track, manage, and nurture deals efficiently.
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
Increase lead conversion rates by 300% with Zoho CRM's online, omnichannel lead management system for businesses of all types & sizes. Learn more about Zoho CRM
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
We help small teams power big businesses with the must-have platform for intelligent marketing automation.
Grow your leads and convert more deals by adding the power of marketing to your sales arsenal with Constant Contact Lead Gen & CRM.

Reviews of EngageBay CRM

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.8
Features
4.6
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Antonio
Antonio
Founder in Netherlands
Verified LinkedIn User
Computer Software, Self Employed
Used the Software for: 1+ year
Reviewer Source

Perfect for small businesses

5.0 2 years ago

Comments: Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

Pros:

It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

Cons:

I have no complains so far, and I have been using it for 2 years.

Kevin
Kevin
President in US
Verified LinkedIn User
Telecommunications, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

A dizzying array of tools in a nice, integrated package

4.0 5 months ago

Comments: Overall it's been quite nice. It is an incredibly capable platform with lots of room to grow into.

Pros:

The simplicity of connecting the API, the tracking tools, and the way that it manages to somehow pull together all the complex features needed into a single package and somehow make it appear that it's less complex than it really is. The capabilities here are astounding, but if the more complex things aren't needed, the system remains simple and straightforward.

Cons:

It would be nice to be able to hide the links, tabs, and menus to things that aren't being used and re-add them if we decided to use them later. Also, the social media marketing only covers Facebook, Twitter, and Instagram. I'd really like to have a much wider selection.

Alternatives Considered: HubSpot Marketing Hub and Zoho One

Reasons for Choosing EngageBay CRM: I was actually testing both simultaneously having ruled out several others already. This platform is just much easier to get going on with far less customization needed. But the ability to customize is there if I do need it.

Switched From: Zoho One

Reasons for Switching to EngageBay CRM: It's a powerful platform with simple payment structure

chai
Founder in India
Marketing & Advertising, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

EngageBay Review

4.0 last month New

Pros:

What I liked most about EngageBay CRM is its all-in-one approach, combining sales, marketing, and customer support tools in one platform. It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups. Its user-friendly interface and affordability make it accessible for small and medium-sized businesses, and the integration capabilities enhance overall efficiency. EngageBay also has good customer support and provides value for teams looking for a cost-effective yet robust CRM solution

Cons:

What I liked least about EngageBay CRM is that its advanced features, such as reporting and analytics, can feel limited compared to larger CRM platforms. Some users might find the customization options restrictive, especially if they need highly tailored workflows. Additionally, there can be a bit of a learning curve when setting up automation, and the interface, while user-friendly, could benefit from more modern design elements. Depending on business needs, the scalability for larger teams may also feel constrained

James
Sales Consultant in UK
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Engagebay Review

2.0 2 years ago

Comments: Disappointing tbh! It's not my decision on whether we keep with it so I guess we'll see how it goes over the next couple of months and if some of the issues above can be fixed then that may help keep us onboard.

Pros:

I've been told it's a lot cheaper than Hubspot and new features are being added all the time - so that's a positive I guess and the support team are helpful/responsive.

Cons:

Just feels clunky - the synch between emails is hit and miss in terms of how long it takes for them to appear in Ebay - also the fact that against an individual, company, deal you can't just see a complete list of all emails or other updates (from anyone) in one simple date ordered list is really frustrating - I think this is what the "activity" tab is probably trying to do but certainly isn't there yet.It could really do with some quick exports too for where you have got a groups of contacts, companies or deals that you just need to quickly get out into a csv for some other work - perhaps you can do this but it's not obvious Also colleagues have told me the campaigns/broadcast elements are no way near as good as hubspot and also the calendar/task list element needs more work.

Steve
VP of Marketing and Communications in US
Health, Wellness & Fitness, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Pleasantly Surprised

5.0 4 months ago

Comments: I've used this platform for about 6 months now. Once I got passed the warmup process there have been no limits. I highly recommend it.

Pros:

I like the platform overall. I went in just expecting an email platform but have gotten so much more out of it. The landing pages and ability to bring in my own coding into their platform has saved lots of time for me. Their customer service is top notch and responsive.

Cons:

It's not the BEST platform out there. And it's priced that way. No knock against it at all. The best platforms out there cost a fortune. This is the best bang for your buck you'll get anywhere bar none. If money is no object go someplace else. Pound for pound eEngagebay is the real deal.

Alternatives Considered: Moosend and Klaviyo

Reasons for Choosing EngageBay CRM: Both Brevo and Constant Contact had poor customer service. Their product was too limited and when you really wanted to use features in the product they had a new bundle for you to purchase. They were honest and their sales tactics were offensive.

Switched From: Constant Contact and Brevo

Reasons for Switching to EngageBay CRM: Mostly price but I could have went either way as I do like Moosend and Klaviyo and have used them in other capacities in the past.