15 years helping Australian businesses
choose better software

What Is EngageBay CRM?

EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - 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?


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



EngageBay CRM pricing

Starting Price:

USD 14.99/month
  • Yes, has free trial
  • Yes, has free version

EngageBay CRM has a free version and offers 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



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

  • AB Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Auto-Responders
  • Automated Publishing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • 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
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Specific Signature
  • Channel Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Communication Management
  • Computer Telephony Integration
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customisable Branding
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Geotargeting
  • Goal Setting/Tracking
  • Help Desk Management
  • IT Asset Management
  • Image Library
  • Import Tasks
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Macros/Templated Responses
  • Marketing Automation
  • Mobile Access
  • Mobile Optimized Emails
  • 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
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • SEO Management
  • Sales Activity Management
  • Sales Pipeline Management
  • Sales Trend Analysis
  • 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/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory 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 Configuration
  • Workflow Management

Alternatives to EngageBay CRM

Drip is a customer-first automation platform that empowers online retailers to take ownership of each stage of their customer’s journey
Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their customers.
Freshdesk is an easy-to-use customer service software that helps over 60,000 businesses worldwide create stellar customer experiences. Learn more about Freshdesk
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
Hootsuite helps you build your brand, strengthen connections with customers, and drive real business results with social media.
Create, send, and track effective email and SMS campaigns that help you build lasting relationships with your leads and contacts.
This is the extension for Jira Cloud to connect HubSpot CRM with Jira issues.
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
100k+ Shopify, WooCommerce, and Wix ecommerce stores trust us for our easy newsletters, email marketing, SMS and lead capturing. Learn more about Omnisend

Reviews of EngageBay CRM

Average score

Ease of Use
Customer Service
Value for Money

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
President in Canada
Verified LinkedIn User
Professional Training & Coaching, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great CRM, You must consider when looking for a CRM!

5.0 4 months ago

Comments: EngageBay has exceeded my expectations. This program is truly starting to get my business going. I enjoyed my sales guy and everything he told me has been true, yes that's a first. The Customer Service people are great, they are there all the time and have really helped me along. The price was much less than the competition, and if you get the All-in-One set up, they do not nickel and dime you for more modules as its all in that package. I give EbgageBay 100% for all they are doing.


Without a doubt what I like the most is the customer service and all the help I receive. I am not a IT expert and hooking up apps and making SMS, automation and setting up my needs is not something I know a lot about. The Customer Service has been amazing and quite frankly beats the competition I have worked with. I found most companies to be all talk when it comes to helping, but EngageBay has helped me every step of the way, by chat and on the phone when I need extra help.The product is full of tools, I am using the "All In One" version and it does everything I need at half the price as the competition. It amazes me how many choices there are and how much I can do.I find this program will also grow great as our company grows. It's more than we need today, but it won't be next year and for the price, it would be silly to go anyplace else.


For me the thing I dislike the most about any program is learning how to use it. But like I said the support is great.There is not a lot I do not like about EngageBay, I am a very happy Customer. If I had to pick something, I would like to see a larger EngageBay University with many more in-depth and beginner videos. I am told this is coming, so that will be great!

Alternatives Considered: HubSpot Marketing Hub, Zoho CRM, Pipedrive, Salesforce Sales Cloud, Really Simple Systems CRM, HubSpot Sales Hub, HubSpot CRM, HubSpot Service Hub and Zendesk Suite

Reasons for Switching to EngageBay CRM: I hate to get nickel and dimed, and the All-in-One program was great at EngageBay. The cost was much less them most, but the tools were more. The staff was easy to talk to. I really liked them a lot. I wish I would have come across them at the start of our search for a CRM. To me, it seemed like a natural choice, and in retrospect, I know it was the right choice now!

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

Value, Efficiency and Productivity

5.0 2 months ago New

Comments: The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place


Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!


Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Alternatives Considered: Pipedrive and Salesforce Sales Cloud

Reasons for Choosing EngageBay CRM: Zoho is expensive, not intuitive and customer support is not so great

Switched From: Zoho CRM

Reasons for Switching to EngageBay CRM: Price, value, communication

Verified Reviewer
Verified LinkedIn User
Internet, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: GetApp

Absolutely horrible!!

1.0 2 years ago

Comments: I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything was ok and went on. Just to come back on the day of the Webinar to see that nothing was sent and every contact was hard bounced. Yes every single one of them.
Furthermore I couldn't send any email broadcasts to the contacts either. So mainly I was left with leads for my Webinar which I couldn't even use, were it up to Engagebay.
The support team's solution? Purchase credits to "verify the contacts" to be able to use them.
So besides making me lose my time, not delivering the emails and rendering all my contacts useless they want me to purchase something for it to actually work??
Absolutely disgusting and shameful business practices! They then tell me that the problem is not on their end and insist that every contact has an invalid email address. With another similar service I sent the emails with ease. Out of all the contacts, only 4 bounced.
Engagebay has set me back a lot with this.
Avoid at all costs!


At first I liked what it offered for the free plan (things that other similar services didn't offer for free).


It doesn't work at all and the support team asks you to purchase credits for it to work.

EngageBay Response

2 years ago

Hi there, sorry to know about your experience with EngageBay. Just to bring to your notice, a hard bounce happens only when the email address is invalid. It looks like that is the case here. If the email address is invalid, there is nothing we can do from our end to avoid a hard bounce. To prevent such cases, we recommend all our users to verify all the emails they have on the list. Please note that we do not provide email verifier service ourselves and hence recommend other 3rd party solutions. Seems like the other service you used has a built in validation service and hence the bounces were limited. I would recommend you to send an email to [email protected] including the registered email address for your account and we can check what may have caused the bounces, though we are certain that it was due to the emails being invalid, we could always cross check.

Owner in US
Financial Services, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

HubSpot Lite

5.0 4 weeks ago New


We wanted a CRM with all the Marketing Automation and Lead Capture functionality of HubSpot, but didn't want to pay five figures a year, since we are a start-up company. EngageBay checks most of the same boxes as HubSpot, but at a much better price.


Some of the features are a little clunky, but their customer service is always ready, willing, and able to walk you through any issues you might have. In fact, their customer service is one of their best features.

Alternatives Considered: HubSpot CRM

Reasons for Switching to EngageBay CRM: The price for EngageBay was much more affordable, and they still offered most of the same features and functionality.

Business Development Manager in South Africa
Computer & Network Security, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Engage Bay Review

5.0 last month New

Comments: I could not test all features as the trial is limited but my overall experience was good and it is a very good product. However you most likely will see this only if you use the paid version.


The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter. It also integrates well with 3rd party calendars and social apps.


The trial version has a lot of features restricted.

Alternatives Considered: Zoho CRM and HubSpot CRM

Reasons for Switching to EngageBay CRM: I have not made a decision over all these products as yet. I currently am using our CRM that we always have used.