--- title: EngageBay Reviews meta\_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 711 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: 711 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Marketing url: https://www.g2.com/categories/marketing ---

# EngageBay Reviews & Product Details

Visit Website

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.

* * *

Product Website
EngageBay
Seller
[EngageBay Inc](https://www.g2.com/sellers/engagebay-inc)
Discussions
[EngageBay Community](https://www.g2.com/products/engagebay/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Sreedhar Ambati

Show More

## Pricing

Pricing provided by EngageBay.

### Free

$0.00

[
View More Pricing Information
](https://www.g2.com/products/engagebay/pricing)

## EngageBay Integrations
(53)

What do users say about integrations?

Verified by EngageBay

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Aircall

](https://www.g2.com/products/aircall/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Asana

](https://www.g2.com/products/asana/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

BigCommerce

](https://www.g2.com/products/bigcommerce/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

BulkSMS.com

](https://www.g2.com/products/bulksms-com/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Calendly

](https://www.g2.com/products/calendly/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

ConnectWise Automate

](https://www.g2.com/products/connectwise-automate/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Docusign

](https://www.g2.com/products/docusign/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Dynamics 365 Marketing

](https://www.g2.com/products/dynamics-365-marketing/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Dynamics 365 Sales

](https://www.g2.com/products/dynamics-365-sales/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Ecwid

](https://www.g2.com/products/ecwid/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Exotel Customer Communication Platform

](https://www.g2.com/products/exotel-customer-communication-platform/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Facebook

](https://www.g2.com/products/facebook/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

FullContact

](https://www.g2.com/products/fullcontact/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Google Workspace

](https://www.g2.com/products/google-workspace/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

GTM Workspace - Powered by ZoomInfo

](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Highrise ERP - Construction Management Software

](https://www.g2.com/products/highrise-erp-construction-management-software/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

HubSpot Data Hub

](https://www.g2.com/products/hubspot-data-hub/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Jotform

](https://www.g2.com/products/jotform/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

JustCall

](https://www.g2.com/products/saas-labs-justcall/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

LearnDash

](https://www.g2.com/products/learndash/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

LinkedIn Marketing Solutions

](https://www.g2.com/products/linkedin-marketing-solutions/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Mailgun

](https://www.g2.com/products/mailgun/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Mailjet

](https://www.g2.com/products/mailjet/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

MessageWhiz

](https://www.g2.com/products/messagewhiz/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

MightyCall

](https://www.g2.com/products/mightycall/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

NeverBounce - Powered by ZoomInfo

](https://www.g2.com/products/neverbounce-powered-by-zoominfo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

OpenCart

](https://www.g2.com/products/opencart/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Pipedrive

](https://www.g2.com/products/pipedrive/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Plivo

](https://www.g2.com/products/plivo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

QuickBooks Online

](https://www.g2.com/products/quickbooks-online/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

RingCentral Contact Center

](https://www.g2.com/products/ringcentral-contact-center/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Shopify

](https://www.g2.com/products/shopify/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Sinch

](https://www.g2.com/products/sinch/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Slack

](https://www.g2.com/products/slack/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SparkPost

](https://www.g2.com/products/sparkpost/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Stripe

](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Teachable

](https://www.g2.com/products/teachable/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Thinkific

](https://www.g2.com/products/thinkific/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Trello

](https://www.g2.com/products/trello/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Twilio

](https://www.g2.com/products/twilio/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

VASPP BREVO

](https://www.g2.com/products/vaspp-brevo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Voxvalley CPaaS

](https://www.g2.com/products/voxvalley-cpaas/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Webex Calling

](https://www.g2.com/products/webex-calling/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

WhatsApp Business Suite

](https://www.g2.com/products/whatsapp-business-suite/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

WooCommerce

](https://www.g2.com/products/woocommerce/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

WordPress.org

](https://www.g2.com/products/wordpress-org/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Wufoo

](https://www.g2.com/products/wufoo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Xero

](https://www.g2.com/products/xero/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zapier

](https://www.g2.com/products/zapier/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

ZeroBounce

](https://www.g2.com/products/zerobounce/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

ZoomInfo Talent - Powered by ZoomInfo

](https://www.g2.com/products/zoominfo-talent-powered-by-zoominfo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zoom Into Web

](https://www.g2.com/products/zoom-into-web/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zoom Workplace

](https://www.g2.com/products/zoom-workplace/reviews)

Show More

VS

Veebhor S.

Account Manager

Consulting

Mid-Market (51-1000 emp.)

7/17/2026

"Contact Management That Keeps Everything Organized and Easy to Find"

4.5/5

What do you like best about EngageBay?

The features I use most is contact management. I have customers, suppliers, and new inquiries coming in regularly, so having everything in one place has made our day -to- day work much easier. I use lists to organize contacts based on different requirements, and being able to add notes after calls helps us keep track of conversations without relying on separate documents. Searching for a contact or checking previous interactions is quick, which has saved me a lot of time. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The filtering options cover most of what we need, although creating more detailed segments can sometimes take a few extra clicks. It would be nice if complex filters were a little more intuitive. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before using EngageBay, my contact information was spread across different files, and it wasn't always easy to know who had been contacted or when. Keeping contacts , notes and lists in one place has helped us stay organized and made follow-ups more consistent. Overall, it has simplified how I manage our customer information. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Lilian B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lilian B.")
LB

Lilian B.

Customer Support Coordinator

Facilities Services

Small-Business (50 or fewer emp.)

7/14/2026

"EngageBay Keeps Customer Conversations Organized and Consistent"

5/5

What do you like best about EngageBay?

I’ve been using EngageBay for a while, and what stands out to me is how much easier it’s become to keep everything organized. I like being able to look back at previous conversations and notes before reaching out to a customer. It saves me from starting from scratch every time and helps me stay consistent throughout the day. I also don’t find myself switching between different tools as much as I used to. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The platform offers a lot of features, and I didn’t need all of them when I first started. It took a little time to figure out which ones fit my daily work, but once I got comfortable with it, the experience became much smoother. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before using EngageBay, I often had information spread across emails and separate notes, which wasn’t always easy to manage. Now I have a much better overview of customer interactions, and it’s far easier to know where things stand. I spend less time looking for information and more time responding to customers, which has made my workday feel much more organized. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Jackie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jackie M.")
JM

Jackie M.

Recruitment Consultant

Staffing and Recruiting

Small-Business (50 or fewer emp.)

7/13/2026

"EngageBay Keeps My Work Structured and Organized Every Day"

4.5/5

What do you like best about EngageBay?

I use EngageBay almost every day, and one thing I’ve noticed is that it’s made my work feel much more structured. Instead of keeping reminders in different places, I can open the platform and get a clear picture of what I need to work on. I also like that I can add notes as conversations progress, so I don’t have to rely on my memory later. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few features I haven’t fully explored because I mainly stick to the tools I need every day. It would be nice if there were a simpler way to discover those features without spending too much time looking around. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before I started using EngageBay, my work was spread across emails, sticky notes, and spreadsheets. It wasn’t difficult, but I wasn’t very efficient either. Now I have a single place to check updates, review previous conversations, and keep track of what still needs attention. I spend less time organizing my work and more time actually getting things done. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Tonia E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tonia E.")
TE

Tonia E.

Customer Success Executive

Small-Business (50 or fewer emp.)

7/23/2026

"EngageBay Keeps Customer Conversations and Follow-Ups Organized in One Place"

4.5/5

What do you like best about EngageBay?

I have been using EngageBay as part of my daily work, and it has made it much easier to stay organized. I like that I can keep customer details, emails, and follow-up reminders all in one place instead of juggling different tools. It helps me quickly understand where each conversation stands before I reach out to a customer. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few areas that could be a bit more intuitive, especially when I’m trying to find less frequently used settings. It wasn’t a major issue, but it did take some time before I felt comfortable using all the features. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

EngagaBay has helped me keep all my customer-related work in one place. I can easily check previous conversations, update contact information, and manage follow-up tasks without switching between different applications. It has made my daily routine more organized and has saved me a lot of time. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Muhammad S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Muhammad S.")
MS

Muhammad S.

Customer Relationship Executive

Facilities Services

Small-Business (50 or fewer emp.)

7/12/2026

"EngageBay Keeps Customer Info Organized and Saves Me Time Daily"

4.5/5

What do you like best about EngageBay?

I use EngageBay to keep customer information organized throughout the day. Before contacting someone, I can quickly review previous emails and notes, which helps me continue the conversation without missing any context. It has become part of my daily workflow because it saves me time and makes it easier to find the information I need without having to search through different places. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are quite a few features available, so it took me some time to understand which ones were most useful for my work. Once I became familiar with the platform, it was much easier to navigate, but the initial learning curve could be a little smoother. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

The biggest improvement for me has been having customer information in one place. Instead of searching through different emails or personal notes, I can quickly check previous interactions and know where things stand before reaching out. It has made my day-to-day work more organized and helped me avoid spending unnecessary time looking for information. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

DH

Danni H.

Customer Success Executive

Information Technology and Services

Small-Business (50 or fewer emp.)

7/11/2026

"EngageBay Keeps Customer Info Organized in One Place"

5/5

What do you like best about EngageBay?

I have been using EngageBay for a while now, and what I like most is how easy it is to keep everything related to a customer in one place. I don’t have to remember where I saved notes or search through different email folders anymore. It has made my daily work feel much more organized, especially on days when I’m handling multiple conversations. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The first few days took a bit of getting used to because there are quite a few options available. Once I became familiar with the layout, it felt much more comfortable overall, but I still think the navigation could be a little simpler for new users. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before using EngageBay, I often relied on email folders and handwritten notes to keep track of conversations. It worked, but it wasn’t very efficient. Now I can quickly review previous interactions and continue from where I left off without spending time searching for information. It has made my day-to-day work smoother and helped me stay on top of ongoing conversations. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Nicholas M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicholas M.")
NM

Nicholas M.

Talent Acquisition Specialist

Staffing and Recruiting

Small-Business (50 or fewer emp.)

7/11/2026

"Engagebay Keeps Customer Info and Conversations in One Place"

4.5/5

What do you like best about EngageBay?

I have been using Engagebay for several months now, and it has become part of my daily routine. What I like most is that I don’t have to keep jumping between different tools to check customer information or previous conversations. Everything I need is usually available in one place, which saves me time during a busy day. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

When I first started, I wasn’t sure where a few settings were, so there was a bit of a learning curve. After using it regularly, it became much easier to find what I needed, but I still think the navigation could be a little more intuitive for new users. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before using EngageBay, I often had to dig through emails and personal notes just to remember my last conversation with someone. Now I can quickly review the history and pick up right where I left off. It’s made my work much more organized, and I don’t feel like I’m constantly searching for information anymore. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Courtney H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney H.")
CH

Courtney H.

Customer Service Representative

Environmental Services

Small-Business (50 or fewer emp.)

7/9/2026

"EngageBay Makes Customer Follow-Ups Faster with Email History and Notes"

4.5/5

What do you like best about EngageBay?

I have been using EngageBay, and I really appreciate that customer details, emails, and notes are all kept in one place. It has made it much easier to pick up where I left off whenever a customer gets back to me. I don’t spend nearly as much time digging through old email threads anymore, and that has made my day-to-day work feel a lot more organized. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

When I first started using it, I needed a little time to understand where everything was. A few options weren’t immediately obvious, but after using it regularly, navigating the platform became much easier. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before I started using EngageBay, I relied on emails and personal notes to keep track of customer conversations, and it wasn’t always easy to stay organized. Now I can quickly review previous interactions before responding, which saves time and helps me avoid missing important details. Overall, it has made handling customer requests much more manageable. Review collected by and hosted on G2.com.

Show More

7/11/2026
Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Levi C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Levi C.")
LC

Levi C.

Client Relationship Executive

Facilities Services

Small-Business (50 or fewer emp.)

7/10/2026

"EngageBay Keeps Customer Conversations Organized and Easy to Review"

4.5/5

What do you like best about EngageBay?

I’ve been using EngageBay to manage customer details and keep track of ongoing conversations. One thing I really like is that I can quickly review previous interactions before following up, so I don’t have to rely on memory or dig through old emails. Overall, it’s made my daily routine much more organized. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are quite a few features available, so it took me a little while to understand where everything was. After using it for some time, it became easier, but the first few days involved a bit of learning and getting used to the layout. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

Before I started using EngageBay, I often had customer information spread across emails and personal notes. Now I can keep everything in one place, which makes it much easier to follow up at the right time and keep conversations consistent. I spend less time searching for information and more time actually getting work done. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

 ![Sukruti S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sukruti S.")
SS

Sukruti S.

Digital Marketing Manager

Information Services

Small-Business (50 or fewer emp.)

7/9/2026

"EngageBay Sequences Make Lead Follow-Ups Effortless"

4.5/5

What do you like best about EngageBay?

I use EngageBay mainly to manage my lead follow-ups, and the sequence emails have probably been the most useful feature for me. Before this, I was sending follow-up emails manually and If I had a busy week, it was easy to miss someone. I started with one simple sequence for website inquiries, and after seeing it work well, I created a few more drip campaigns for different types of leads.

I also like that I can check a contact's email activity without leaving the CRM. Before I call or send another email, I can quickly see whether they've opened my previous emails or replied. It saves me from guessing where the conversation left off. The sequence builder was easy enough to pickup, and I didn't need much time before I was comfortable using it. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

As I added more automations and sequences, it became a little harder to find the one I wanted to update. Better filtering or folder options would make managing multiple sequences easier. Apart from that, it has been reliable for my day-to-day work. Review collected by and hosted on G2.com.

What problems is EngageBay solving and how is that benefiting you?

My biggest challenge was keeping my follow-ups consistent. I used to rely on reminders and spreadsheets, and every now and then I'd realize I'd forgetten to follow up with someone. Now every lead automatically goes into the right drip campaign, so I don't have to think about who needs the next email. It has made my follow-up process much more consistent and gives me more time to focus on replying to people who are genuinely interested instead of keeping track of manual tasks. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

## Questions about EngageBay? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about EngageBay
](https://www.g2.com/products/engagebay/discussions/new)

 ![DdesignY.com .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DdesignY.com .")
D

DdesignY.com .
•
Last activity over 3 years ago

Simple and powerful All-in-One CRM

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/simple-and-powerful-all-in-one-crm)

GU

Guest User

What is EngageBay All-in-One Suite used for?

0 Upvotes

0

[
Join the conversation
](https://www.g2.com/discussions/what-is-engagebay-all-in-one-suite-used-for)

[
View all Discussions
](https://www.g2.com/products/engagebay/discuss)

## Pricing Options

Pricing provided by EngageBay.

### Free

$0.00

### Basic

$12.74

### Growth

$55.24

### Pro

$101.99

[
View More Pricing Information
](https://www.g2.com/products/engagebay/pricing)

## G2 Deals

### Exclusive savings on EngageBay through G2 Deals

Marketing automation software to automate all your marketing & sales tasks, customer service workflows, lead generation & lead nurturing.

How to claim this offer

Please use the link to subscribe with the discount: https://app.engagebay.com/signup?coupon=hLLsOiJz

Claim Offer

EngageBay Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_74390118cdf58a60fb81adaaefdb6287/hubspot-marketing-hub.png "Product Avatar Image")

HubSpot Marketing Hub

4.4/5(14,912)

[
Compare Now
](https://www.g2.com/compare/engagebay-vs-hubspot-marketing-hub)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image")

ActiveCampaign

4.4/5(14,779)

[
Compare Now
](https://www.g2.com/compare/activecampaign-vs-engagebay)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_58df669fce501aff4e5598ddd8f564a8/agile-crm.png "Product Avatar Image")

Agile CRM

4/5(368)

[
Compare Now
](https://www.g2.com/compare/agile-crm-vs-engagebay)

##### 
##### EngageBay Features

Platform

Workflow Capability

User, Role, and Access Management

Sales Force Automation

Contact & Account Management

Opportunity & Pipeline Mgmt.

Task / Activity Management

Marketing Automation

Email Marketing

Campaign Management

Lead Management

Reporting & Analytics

Reporting

Dashboards

Basic Reporting

[
View More Features
](https://www.g2.com/products/engagebay/features)

## Top-Rated Alternatives

[

 ![Agile CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agile CRM")

Agile CRM

4/5(368)

](https://www.g2.com/products/agile-crm/reviews)

[

 ![ActiveCampaign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ActiveCampaign")

ActiveCampaign

4.4/5(14,779)

](https://www.g2.com/products/activecampaign/reviews)

[

 ![Freshsales](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Freshsales")

Freshsales

4.5/5(1,236)

](https://www.g2.com/products/freshsales/reviews)

[
View All Alternatives
](https://www.g2.com/products/engagebay/competitors/alternatives)

##### Categories on G2

[CRM](https://www.g2.com/categories/crm)[Email Tracking](https://www.g2.com/categories/email-tracking)[Online Form Builder](https://www.g2.com/categories/online-form-builder)

[CRM](https://www.g2.com/categories/crm)[Email Tracking](https://www.g2.com/categories/email-tracking)[Online Form Builder](https://www.g2.com/categories/online-form-builder)[Live Chat](https://www.g2.com/categories/live-chat)[Marketing Automation](https://www.g2.com/categories/marketing-automation)[Knowledge Base](https://www.g2.com/categories/knowledge-base-software)[Help Desk](https://www.g2.com/categories/help-desk)[Lead Scoring](https://www.g2.com/categories/lead-scoring)[Landing Page Builders](https://www.g2.com/categories/landing-page-builders)[A/B Testing](https://www.g2.com/categories/a-b-testing-tools)

[Show MoreShow Less](javascript:void(0);)

##### Explore More

[What cloud-based 3D rendering services work best for teams collaborating on large CAD models where local hardware is not powerful enough to handle the workload?](https://www.g2.com/discussions/what-cloud-based-3d-rendering-services-work-best-for-teams-collaborating-on-large-cad-models-where-local-hardware-is-not-powerful-enough-to-handle-the-workload)[Is a dedicated yard management system worth the investment for a mid-size warehouse?](https://www.g2.com/discussions/is-a-dedicated-yard-management-system-worth-the-investment-for-a-mid-size-warehouse)[Autodesk Forma vs Procore: which has stronger predictive analytics for construction project management?](https://www.g2.com/discussions/autodesk-forma-vs-procore-which-has-stronger-predictive-analytics-for-construction-project-management)

[What are the best audio engine platforms featuring robust reporting, analytics, and real-time visibility into operations?](https://www.g2.com/discussions/what-are-the-best-audio-engine-platforms-featuring-robust-reporting-analytics-and-real-time-visibility-into-operations)[What legal billing software is best for remote law practices?](https://www.g2.com/discussions/what-legal-billing-software-is-best-for-remote-law-practices)[Pros and Cons Details](https://www.g2.com/products/engagebay/reviews?qs=pros-and-cons)

[Show MoreShow Less](javascript:void(0);)