--- title: EngageBay Reviews meta_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 750 reviews by the users' company size, role or industry to find out how EngageBay works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 750 scale: '5' date_modified: '2026-09-19' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # EngageBay Reviews **Vendor:** EngageBay Inc **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.6/5.0 **Total Reviews:** 750 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About EngageBay EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. ## EngageBay Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **ease of use** of EngageBay, which streamlines their workflow and enhances daily productivity. (218 reviews) - Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining workflow with integrated tools. (160 reviews) - Users appreciate the **amazing customer support** of EngageBay, consistently receiving quick and helpful responses from the team. (153 reviews) - Users appreciate the **seamless integration** of CRM, email, and automation features in EngageBay, enhancing their workflow significantly. (149 reviews) - Users value the **sophisticated automation features** of EngageBay, enhancing workflow efficiency and simplifying daily operations. (135 reviews) - Automation Features (134 reviews) - Email Marketing (119 reviews) - Easy Setup (116 reviews) - Users find EngageBay to be **incredibly intuitive** , making it easy for both new and experienced users to adopt. (111 reviews) - Email Management (99 reviews) **What users dislike:** - Users find the **missing features** like email threading and advanced reporting options frustrating and limit usability. (93 reviews) - Users experience **limited features** with EngageBay, feeling constraints in mobile functionality and essential support tools. (73 reviews) - Users find the **reporting features limited** and lacking detail, affecting their ability to fully utilize EngageBay. (66 reviews) - Users experience **limited customization** for key features like landing pages and workflows, hindering their effectiveness. (63 reviews) - Users note **poor reporting** capabilities in EngageBay, hindering deeper analysis and advanced customization for specific needs. (58 reviews) - Users find the **steep learning curve** challenging, requiring time to master advanced functionalities in EngageBay. (46 reviews) - Inadequate Reporting (44 reviews) - Users report **slow loading** times during bulk actions, making the experience less smooth and efficient. (44 reviews) - Limitations (41 reviews) - Integration Issues (39 reviews) ## EngageBay Reviews ### 1. EngageBay is a versatile solution to streamline business operations **Rating:** 5.0/5.0 stars **Reviewed by:** Vinod K. | Sales Associate, Information Technology and Services, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 15, 2025 **What do you like best about EngageBay?** The EngageBay platforms offers a wide range of tools, including email marketing, CRM, landing pages, web forms, appointment scheduling and more at an affordable price. This makes it a versatile solution for business looking to streamline the operations. **What do you dislike about EngageBay?** It is a good CRM but at times I have found a lag during bulk actions. **What problems is EngageBay solving and how is that benefiting you?** The platforms sales tools helps me manage our sales pipeline, track deals and close deals more effectively. ### 2. Service Service Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 03, 2025 **What do you like best about EngageBay?** Affordability, value, and extensive functionality make this platform truly exceptional. While such features are expected, what exceeds expectations is the unmatched support and service. I don't know of any other platform that can rival this! Real human interaction and genuine assistance provide me with the confidence to explore possibilities beyond what I ever thought I could accomplish myself. **What do you dislike about EngageBay?** Maybe there could be more training videos. There are, however they could be more extensive. **What problems is EngageBay solving and how is that benefiting you?** All in one CRM to build new business funnel ### 3. EngageBay offers great value, efficiency and productivity **Rating:** 4.5/5.0 stars **Reviewed by:** Ravi K. | Business Development Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 14, 2024 **What do you like best about EngageBay?** We have signed up for EngageBay thinking it is just a lead capturing and email marketing tool but to my surprise it is overwhelmed with a lot of features that are useful for sales, support and also live chat. It is a great all in one tool that offers a ton of features at the best price. **What do you dislike about EngageBay?** Although it is overwhelmed with a lot of features but it lacks some user based dashboard customisations. **What problems is EngageBay solving and how is that benefiting you?** It helps me in all aspects of my business like capturing leads, sending marketing emails, checking for email opens and clicks and finalize the leads that can become prospects. ### 4. EngageBay is a fantastic CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed S. | Operations Manager, Executive Office, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 10, 2024 **What do you like best about EngageBay?** EngageBay CRM is a fantastic tool for small businesses and startups looking for an affordable, all-in-one solution. It offers a range of features including marketing automation, sales tools and customer support. The user friendly interface and responsive customer support make it easy to use and get most out of its capabilities. **What do you dislike about EngageBay?** So far I have not found any issues or concerns with the product. **What problems is EngageBay solving and how is that benefiting you?** We use EngageBay to streamline our marketing, sales and customer service process saving time and effort. ### 5. The most cost-effective marketing automation platform available **Rating:** 4.5/5.0 stars **Reviewed by:** Ravikant D. | HR, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 01, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about EngageBay?** The easiest thing about Engage Bay, in my opinion, is how easy it is to design and run automation and implement marketing campaigns thanks to its user-friendly interface. I use it practically every day and run into problems pretty regularly, so the chat support is quite helpful and responds quickly. To send external emails, I combined it with Twilio's Send Grid, which significantly reduced the cost of my emails. **What do you dislike about EngageBay?** Lead filtering is a little challenging because smart list/automation lacks a few filter options. However, the backend team has already been notified, and they are trying to figure out how to code them. **What problems is EngageBay solving and how is that benefiting you?** Every one of our many clients has various needs and demands. In addition to producing respectable lead engagements, we are able to include a large number of broadcasts and automations based on each company demand. ### 6. EngageBay CRM - The Complete Package **Rating:** 5.0/5.0 stars **Reviewed by:** Sohendrapal T. | Customer Success Executive, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through an organization invite **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 05, 2024 **What do you like best about EngageBay?** EngageBay CRM is overall the best bundle or we can say the complete package and Email marketing is way to go partner from EngageBay as of now but the features are offering are unmatched nice designs, ready templates, landing page creator, and more at a very affordable price. **What do you dislike about EngageBay?** All good as of now but they can improve the support. **What problems is EngageBay solving and how is that benefiting you?** All good providing the perfect solution for Email Marketing with bunch of ready template, easy navigation and perfect designs. ### 7. CRM with Outstanding Functionalities for Small Enterprises **Rating:** 4.5/5.0 stars **Reviewed by:** stmathew s. | CO FOUNDER, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 09, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about EngageBay?** cost-effective all-in-one CRM with a dedicated CSM staff. I am in Australia, thus that is significant to me. **What do you dislike about EngageBay?** In several parts of the system, push notifications are ambiguous and disappear rapidly. **What problems is EngageBay solving and how is that benefiting you?** EngageBay CRM has shown to be a reliable option for efficiently managing marketing initiatives and client connections. ### 8. Watch this space, EngageBay. **Rating:** 4.5/5.0 stars **Reviewed by:** stephen j. | PHOTOGRAPHY, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 09, 2025 **What do you like best about EngageBay?** economical all-in-one CRM that has a committed CSM team on hand. It is important to me because I'm in Australia. **What do you dislike about EngageBay?** Push alerts in several areas of the system are unclear and quickly vanish. **What problems is EngageBay solving and how is that benefiting you?** all of the features, including the ability to make an appointment, all of the APIs, and user-friendliness... ### 9. Tons of features **Rating:** 4.5/5.0 stars **Reviewed by:** James B. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 29, 2024 **What do you like best about EngageBay?** You get so many different features without even spending a dime. For someone just starting out this software is hard to beat. **What do you dislike about EngageBay?** Navigating the UI can be a pain sometimes. **What problems is EngageBay solving and how is that benefiting you?** I have been out of work for a little while so the fact that it offers so much for free has been a lifesaver. ### 10. Affordable Marketing Options **Rating:** 4.5/5.0 stars **Reviewed by:** Tendai G. | Marketing Operation Associate, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** January 13, 2025 **What do you like best about EngageBay?** Multichannel marketing at a very affordable price with a CRM integrated solution. **What do you dislike about EngageBay?** The report choices are not available for download. No, not in email marketing using deep analytics. **What problems is EngageBay solving and how is that benefiting you?** The user-friendly dashboard makes a marketer's job easier, and the overall experience is fantastic. ### 11. Best CRM ever **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah F. | Business Development Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 25, 2024 **What do you like best about EngageBay?** I first started to use Engage Bay 2 years ago when I started to work for my current company. I was a Salesforce and HubSpot user in the past. Switching over to Engage Bay I thought was going to be hard, but it was so easy. The platform is fully featured, intuitive, and super easy to use. The ease of use I would say is the best thing about Engage Bay. If you are a first-time user or a seasoned user from other platforms, you will LOVE Engage Bay. The Support team are also Phenomenal. I have asked a few questions over the past few years and Charles always get back to me supper quick, askes more questions to clarify what I am needing and provides the answers. He Defiantly knows this product! **What do you dislike about EngageBay?** There are two things I dislike. 1) in the Support chat you can't take a screen shot and paste it into the chat! I find that very annoying as it is very basic functionality and would make life a lot easier. 2) No Email threading! When sending out sequences, I would like to be able to thread the emails that have been sent prior, it gives context to the next follow up email and can improve open rates. I don't like that each email is new with no history on it! **What problems is EngageBay solving and how is that benefiting you?** All marketing and Sales Activity in one place. We use to have separate systems, ### 12. Best marketing automation platform with affordable pricing **Rating:** 5.0/5.0 stars **Reviewed by:** Zuhair A. | Assistant Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 14, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about EngageBay?** I think the best part of engage bay is its user friendly interface, its quite easy to create and execute the automations and implement the marketing strategies. Very quick chat support because I use is almost daily and come across issues quite frequently and the chat support is quite helpful. I have integrated it with Send Grid from Twilio to send external emails which made my email costing much lesser. **What do you dislike about EngageBay?** A few filter features are missing in smart list/automation that makes lead filteration a little difficult. But I have already informed the backend team and they are looking if they can be coded. **What problems is EngageBay solving and how is that benefiting you?** We have multiple clients and each client has different ask and demand. We are able to build in numerous broadcasts and automations based on each business requirement and are able to generate decent lead engagements. ### 13. Great CRM and marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Debra T. | Co Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** February 06, 2024 **What do you like best about EngageBay?** We've been using Engagebay for several years now. Prior to this we used Mailchimp, Hootsuite, and Hubspot plus our WP website and some plugins there. . With EngageBay we have been able to consolidate all of these into one program at a much more reasonable price. This is a great value for the services we use. It even allows us to build landing pages and pop-ups for our website. It links to our website and to Quickbooks so it runs effortlessly. **What do you dislike about EngageBay?** My only minor issue is that it isnt always super easy to navigate. some of the terms are more technical and could maybe be more tech challenged friendly. Answers are always a chat away though so really not an issue. **What problems is EngageBay solving and how is that benefiting you?** Having everything in one place is saving time and money. ### 14. Price-friendly and packed with features **Rating:** 5.0/5.0 stars **Reviewed by:** Sanju B. | email serviceing, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 28, 2024 **What do you like best about EngageBay?** It is a very excellent software with virtually all the functions that are required by a company. It gives sales, marketing, social suite, service desk and even live chat and that too for a little fee which small business can pay **What do you dislike about EngageBay?** After using it for a few months, I haven't seen any significant problems with the product. **What problems is EngageBay solving and how is that benefiting you?** Email campaigns are simple to create, send to customers, and monitor link clicks and opens with ease. In order to follow up with the contacts who read the email and clicked the link, it helps me filter those contacts. ### 15. Work well for my needs! **Rating:** 4.5/5.0 stars **Reviewed by:** Tamika F. | Franchise Consultant / Broker, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 14, 2024 **What do you like best about EngageBay?** I like that it offers comparable services at a lower cost while being pretty user friendly and if there is something you need assistance with the Live chat normally are able to assist promptly. **What do you dislike about EngageBay?** I do wish the filtering options for sales prospecting focuses was easier to use and understand. **What problems is EngageBay solving and how is that benefiting you?** Automation and over all management of contacts and prospects. ### 16. Feature rich and small in price **Rating:** 5.0/5.0 stars **Reviewed by:** SAMEER ALI K. | Sales Consultant, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 21, 2024 **What do you like best about EngageBay?** It is a very good software with almost all the features that are needed by a business. It offers sales, marketing, social suite, service desk and also live chat and that too at a small price which small business can afford **What do you dislike about EngageBay?** I have been using it quite a few months and I have not find any major issues with the product **What problems is EngageBay solving and how is that benefiting you?** I can easily create email campaigns and send it to my clients and track the opens and link clicks easily. It helps me filter the contacts that opened the email and clicked on the link to follow up with them ### 17. Most complete & powerful CRM for SMBs! **Rating:** 4.5/5.0 stars **Reviewed by:** Harjot S. | Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 12, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about EngageBay?** EngageBay is a powerful and affordable CRM for marketing, sales, and service for growing businesses. With EngageBay, I have been able to grab more leads, convert them into customers, and delight them with personalized service. EngageBay offers a range of features such as email marketing, landing pages, web forms, live chat, CRM, sales pipeline, helpdesk, knowledge base, and more. It streamlines operations, saves time, and increases your business revenue & growth. **What do you dislike about EngageBay?** Though I don't find any major disadvantage, there is still room for advancement of features provided. **What problems is EngageBay solving and how is that benefiting you?** It combines marketing, sales, and service features in one platform, eliminating the need for multiple tools and integrations. With EngageBay, you can attract more leads, ### 18. First time using a CRM program, and EngageBay lets you do a lot for a good price. **Rating:** 5.0/5.0 stars **Reviewed by:** Marcin R. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 21, 2023 **What do you like best about EngageBay?** I love that you can create unlimited contacts and you could send 50,000 emails per month. But I could purchase additional emailing credits if I want to send even more emails. That is just one part of the All-in-one suite subscription. There are different modules that you can do a lot in, Marketing, Sales, Service, Livechat. Each module has a myriad number of features that you can implement in your own way that will meet your company's needs. **What do you dislike about EngageBay?** One thing I dislike about EngageBay is that the All-in-one suite does not actually include everything. There is a new really cool feature which allows you to track website activity, but it is an add-on. EngageBay charges extra for this feature. **What problems is EngageBay solving and how is that benefiting you?** EngageBay definitely has a good price for the All-in-one suite when compared to other CRM software. I was looking for a CRM program to be able to send and track emails, especially in mass amounts. EngageBay had that and much more as well. ### 19. Great value for all of our CRM needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 21, 2022 **What do you like best about EngageBay?** EngageBay is an excellent alternative to all the other CRM solutions on the market. It was an easy choice for us when we saw that the product had all the needed functionalities at a fraction of the competitor's price. It's a flexible, intuitive, and easy-to-use solution for marketing and sales. Especially the automation functions are excellent. I'm also very impressed with the customer service. They are quick to reply and fix problems. **What do you dislike about EngageBay?** The Service Bay still lacks some functionalities that we need, so we have to use an alternative solution for that at the moment. It would also be great to have better integration with social networks. **What problems is EngageBay solving and how is that benefiting you?** Market and sales automation (e-mail, sequences etc.), web forms, pop-ups, live chat, task management, appointment scheduling software and 360-degree customer view are popular functions for us. It helps us build stronger relationships with our customers and free up time with automated processes. ### 20. Best package for our CRM needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Safety | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 11, 2022 **What do you like best about EngageBay?** EngageBay is an excellent alternative to all other products in its market. SalesForce and HubSpot were way too expensive and complex for us. Conversely, EngageBay is very affordable, flexible and easy to use. We use it primarily for marketing and sales automations, but we also wanted something that had a service module rolled in. We found few genuine competitors to it, and we looked for many months. I have also found that they use the chat function on their website for support and usually respond within a few minutes. It works well and is much better than trolling through a Knowledge base looking for an answer. **What do you dislike about EngageBay?** Forms should have more options to customize, otherwise it's exactly what we were after. **What problems is EngageBay solving and how is that benefiting you?** Marketing automation, service desk and related analytics. ## EngageBay Discussions - [Simple and powerful All-in-One CRM](https://www.g2.com/discussions/simple-and-powerful-all-in-one-crm) - 1 comment, 1 upvote - [Do you consider the integration with SendGrid and Apollo?](https://www.g2.com/discussions/do-you-consider-the-integration-with-sendgrid-and-apollo) - 2 comments, 1 upvote - [View EngageBay pricing details and edition comparison](https://www.g2.com/products/engagebay/reviews?filters%5Bsentiment_snippet%5D=1925728&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-09-19+17%3A05%3A05+-0500&secure%5Bsession_id%5D=8379c47e-3588-4f6a-b1da-f11ef0f9f003&secure%5Btoken%5D=8e3bc85b36345f3b4828c6267142eb6b2eda87c756db54f051957625205dcb80&format=llm_user) ## EngageBay Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Knowledge Pages** - Templates - In-Content Feedback - Versioning and Version History - Decision Trees - Duplicate Detection - Content Editor - WYSIWYG Editor - Rich Text Editor - Drag & Drop Editor - Customizable Templates - Surveys & Feedback - Pre-built Templates **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library - Email Templates **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Computing** - WYSIWYG - AI/Machine Learning - Little to No Coding - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech - Generative AI **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing - Real-Time Notifications - Real-time Consumer-facing Chat **Knowledge Base** - Q & A - Link Sharing - Searchable **Analytics** - Open Rates - Link Activity - Attachment Activity **Knowledge Dissemination** - Page Analytics - Permissions - Knowledge Sharing - Notifications - Advanced Search - Browser Extension - Organization - Other Integrations - Knowledge Integrations - Full Text Search - Web Notifications - Alerts/Notifications - Website Integration - Social Media Integration - Reporting/Analytics **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO - Real-Time Analytics - Campaign Analytics - Reporting/Analytics **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Experimental Design** - Multivariate testing capacities - Split Testing - Mobile Testing - AI Assisted Testing - AI Generated Variations - Multivariate Testing **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Security** - Verification - Role-Based Permission - Public vs Private **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Integrations** - E-Commerce Integration - Third-Party Integrations - Domain Integration - Social Media Integration - Multi-Channel Marketing **Analytics** - Reporting and Analytics - Heatmaps - Visual Analytics **Generative AI** - AI Text Generation - Generative AI **Agentic AI - Knowledge Base** - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Multi-Language **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Alerts/Notifications - Surveys & Feedback - Mobile Access - Customizable Templates - Workflow Management - Customizable Reports - Visual Editor - Conversion Rate Optimization - Access Controls/Permissions - Campaign Segmentation - Widgets - Activity Dashboard - Funnel Analysis - Drag & Drop - API - Content Management - Behavior Tracking - Landing Pages/Web Forms - Engagement Tracking - Geotargeting - AI Copilot - Monitoring - Conversion Tracking - Customizable Branding - Real-Time Data - Assessment Management - Search/Filter - Data Visualization - Statistical Analysis **Additional Functionality** - Real-Time Analytics - Email Management - API - Single Sign On - Search/Filter - Collaboration Tools - Third-Party Integrations - Activity Dashboard - Canned Responses - Surveys & Feedback - Reporting/Analytics - Transfers/Routing - Geotargeting - Interaction Tracking - CRM - Transcripts/Chat History - Document Storage - Screen Sharing - Contact Management - Autoresponders - Multi-Channel Communication - Mobile Access - AI Copilot - Offline Form - Real-Time Monitoring - Support Ticket Management - File Sharing **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - API - Customizable Branding - SEO Management - Real-Time Reporting - Generative AI - Self Service Portal - Widgets - Mobile Interface - Catalog Management - Online Forums - Email Alerts - Collaboration Tools - Mobile Alerts - Dashboard - Feedback Management - Document Storage - User Management - Live Chat - Chatbot - Knowledge Management - Wiki - Text Editing - SSL Security - Customizable Reports - Customizable Fields - Data Import/Export - Single Sign On - Content Management - Workflow Management - Knowledge Base Management - Activity Tracking - Discussions/Forums - Activity Dashboard - Calendar Management - Communication Management - Document Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Management** - Conversion Viability - Workflow **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - A/B Testing** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Audience Targeting - Third-Party Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Communication** - Social Features - Tagging - Upload - Comments **Agentic AI - Landing Page Builders** - Cross-system Integration **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Additional Functionality** - Campaign Segmentation - Form Builder - Contact Management - Website Management - API - Drip Campaigns - Email Marketing - Event Triggered Actions - Website Publishing Options - Engagement Tracking - Email Management - Customizable Branding - Template Management - Conversion Rate Optimization - Alerts/Notifications - Customizable Forms - SEO Management - Real Time Editing - Conversion Tracking - Campaign Management - Forms Management - Widgets - Lead Management - Customizable Fields - Activity Dashboard - Autoresponders - WYSIWYG Editor - CRM - Activity Tracking - Design Management - Content Management - Responsive Web Design - Reporting & Statistics - Lead Capture - AI Copilot - Customer Segmentation - Web Forms **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top EngageBay Alternatives - [Agile CRM](https://www.g2.com/products/agile-crm/reviews) - 4.0/5.0 (364 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,260 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)