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Overview

EngageBay is an all-in-one CRM software that will elevate your business. Integrate CRM, marketing automation, and customer support effortlessly. Although there are limited integration options with other apps, but this software will efficiently streamline operations, optimize customer interactions, and boost productivity with a unified platform designed for success.

EngageBay Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

EngageBay Features

Marketing Automation

EngageBay software comes with a powerful marketing automation feature that helps teams save time by sending personalized messages to the target audience. It enables users to streamline, automate, and analyze key marketing tasks and processes, such as lead generation, segmentation, capture and nurturing, customer retention, relationship marketing, and more.

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Contact Management

This all-in-one CRM suite includes a comprehensive contact management functionality that securely stores digital records of customer data. It allows users to manage and track data on customers and leads. Further, this offering gives users access to up-to-date consumer data and helps businesses grow and diversify their customer base.

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Ticket Automation

EngageBay CRM application offers a ticket automation solution to let customer service teams eliminate repetitive ticketing tasks and send automated replies. Users can easily convert urgent queries into unique tickets and register, organize, and solve them on an immediate basis.

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Pros And Cons of EngageBay

Pros

  • Responsive customer support quickly resolves issues

  • Easy to navigate with robust automation

  • Developer-friendly platform allows easy customization of forms and emails

Cons

  • Difficult to edit email templates and landing pages

  • No options for custom templates

EngageBay Reviews

Total 392 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

69%

4

Stars

26%

3

Stars

3%

2

Stars

1%

1

Stars

1%

Share your experience

P

Paula

Non-Profit Organization Management, 1-10 employees

Free Trial

5.0
September 2025

Very easy to use email marketing tools

Pros

EngageBay's email marketing and automation tools are very easy to use. Starting with the free plan gave us a great chance to try everything out before we paid for a subscription.

Cons

We'd like to have more template options that are designed specifically for fundraising and collecting donations.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

G

Grace

Marketing and Advertising, 1-10 employees

Free Trial

5.0
September 2025

A clear pipeline with fantastic support

Pros

The pipeline view is so clear and simple and the automation makes sure we never miss a follow-up. Plus, their support team is fantastic and always ready to help.

Cons

I think having a native LinkedIn integration for finding new leads would make the platform even more powerful.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

J

Jason

Marketing and Advertising, 11-50 employees

Less than a year

5.0
September 2025

Simple & user-friendly pipeline management

Pros

Managing our sales pipeline is simple and user friendly, so the whole team picked it up quickly. Plus our campaign performance has gotten much better thanks to the automated and segmented emails. We also love that the platform keeps getting new features without raising the price.

Cons

The layout takes a bit of time to learn initially. I would also really like to see more built-in connections with other apps we use.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

Frequently Asked Questions

Does EngageBay offer an API?

Yes, the software has an API available.

What language does EngageBay support?

The platform supports the English language.

What other apps does EngageBay integrate with?

EngageBay integrates with many third-party applications including Zapier, SendGrid, Xero Accounting Solutions, QuickBooks, and Stripe.

What types of pricing plans does EngageBay offer?

EngageBay offers four pricing plans, of which one plan is completely free: The Basic plan is for $14.99/user/month (paid yearly), the Growth plan is for $64.99/user/month, and the Pro plan is $119.99/user/month. Reach out to get your free customized EngageBay pricing quote.

Who are the typical users of EngageBay?

The typical users of EngageBay include marketing teams, sales teams, and customer support teams.

What level of support does EngageBay offer?

The platform offers a knowledge base, email, phone and live chat support.