--- title: EngageBay Reviews meta\_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 713 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: 713 scale: '5' date\_modified: '2026-08-11' 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

KT

Kian T.

Marketing Manager

Consumer Services

Mid-Market (51-1000 emp.)

5/22/2026

"All-in-One CRM and Email Automation That Saves Us Time"

4.5/5

What do you like best about EngageBay?

I mainly use EngageBay for managing contacts, email campaigns, and follow-ups. One thing I genuinely like is that everything is available in one place, so we do not have to switch between multiple tools just to manage leads and marketing activities. The contact management is simple to understand and creating lists or segments for campaigns is pretty straightforward.

I also like the automation part because it saves time on repetitive follow-ups. Even for someone who is not deeply technical, the platform is manageable after spending some time with it. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few areas where the interface can feel slightly crowded, especially when handling multiple automations or large contact lists. Some feature also take time to explore properly because there are many option inside the platform.

Email template customization could be smoother in some cases, but overall it gets the job done Review collected by and hosted on G2.com.

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

Before using EngageBay, I was handling contacts and follow-ups manually in different places, which made things difficult to track. Now I can organize contacts properly, send campaigns and monitor engagement from a single dashboard.

It has helped me stay more consistent with lead follow-ups and marketing communication without spending too much time on manual tasks. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

DL

David L.

Consultant

Information Technology and Services

Mid-Market (51-1000 emp.)

5/20/2026

"All-in-One Email Marketing and CRM Made Simple"

4.5/5

What do you like best about EngageBay?

What I personally liked most about EngageBay is that it keeps email marketing, automations, and contact management in one place without making things over complicated. I mainly use it for creating contacts lists, segmenting leads, sending email campaigns, and setting up follow-up automations. The interface is fairly straightforward so even non-technical team members were able to start using it without much training.

The automation builder has been useful for handling repetitive follow-ups, especially after form submissions or inquiry emails. I also like that contact activity is visible in one timeline, which helps while managing communication history. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few areas where the platform can feel slightly limited compared to more expensive CRM's. Sometimes the email editor can lag a little while working on larger campaigns, and certain automation settings take time to figure out initially. Reporting is decent for day-to-day usage but I would l still like more advanced analytics and customization options in some sections. Review collected by and hosted on G2.com.

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

Before using EngageBay, most of our contact management and follow-ups were done manually through spreadsheets and separate tools, which became difficult to manage as the database grew. EngageBay helped us centralize contacts, automate routine email communication, and maintain organized lists based on lead type and engagement.

It has reduced manual work for me and improved consistency in follow-ups. For a growing business that wants email marketing and CRM features together without spending heavily on multiple platforms, it has worked well for me and our team overall. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

JB

Jose B.

Resource Manager

Consulting

Mid-Market (51-1000 emp.)

5/20/2026

"All-in-One Platform with Easy Automation and a Clean, Intuitive Interface"

4.5/5

What do you like best about EngageBay?

What I like most is that everything is available in one place. I use it mainly for email marketing, contact management and automation workflows. Setting up automated follow-ups and email sequences is quite simple even for someone who is not highly technical. The interface is clean and easy to navigate, which helped me and our team get started quickly. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Sometimes the automation workflow builder feels a bit of slow when editing larger workflows. Reporting is decent for daily use, but some advanced analytics could be improved. A few integrations also take some time to configure properly. Review collected by and hosted on G2.com.

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

Before using EngageBay, we were manually tracking leads and sending follow-ups emails one by one. Now most of our follow-ups process is automated. I use it to send email campaigns, nurture leads, track responses and manage contacts in a more organized way. It saves time for our team and help us stay consistent with communication. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Alexander L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexander L.")
AL

Alexander L.

Operations Manager

Consumer Services

Small-Business (50 or fewer emp.)

5/26/2026

"EngageBay Simplifies Contact Management and Email Campaigns"

5/5

What do you like best about EngageBay?

I have been using EngageBay mostly for contact management and email communication. It's been helpful for keeping our customer and inquiry data organized without needing multiple spreadsheets. We also create email templates for follow-ups and regular updates, which saves a good amount of time during busy weeks.

The email scheduling and contact segmentation features are simple enough to use without much setup. For basic campaigns and routine communication, it does the job well. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Sometimes the UI feels a bit busy, especially when switching between contacts, campaigns and automations. A few template formatting issues come up occassionally, so we usually test emails before sending. Review collected by and hosted on G2.com.

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

It helps us keep contacts in one place and makes it easier to send consistent email communication. Before this, we were managing contacts and campaigns separately, which was harder to track. Now the process is more organized and easier to manage regularly. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

LP

Laurent P.

Marketing Director

Information Services

Mid-Market (51-1000 emp.)

6/29/2026

"All Customer Info in One Place with Helpful Follow-Up Tasks"

4.5/5

What do you like best about EngageBay?

The contact management has been the most useful part for me. Everything about a customer stays in one place, so I don't have to search through emails or notes. I also rely on tasks a lot for follow-ups. Setting reminders for calls or emails has helped me stay on top of things, especially on busy days. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Sometimes it takes a few extra clicks to get to the screen I'm looking for. I's not a big issue, but the navigation could be little smoother. Review collected by and hosted on G2.com.

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

My biggest challenge was keeping track of follow-ups. I used to note things down in different places and occasionally missed them. Now everything is tied to the contact record, and my daily tasks remind me what needs attention. It's made my workflow much more organized. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic Review from User Profile

AB

Aliza B.

Account Manager

Information Services

Mid-Market (51-1000 emp.)

5/27/2026

"EngageBay Makes Drip Campaigns and Follow-Ups Easy"

4.5/5

What do you like best about EngageBay?

I mostly use EngageBay for drip campaigns and automated follow-up emails after leads submit forms on our website. The automation builder is fairly easy to work with once you spend some time using it. I can setup email sequence for inquiries, follow-ups, and inactive leads without doing everythig manually. Having contact management and email automation together also makes it easier to keep track of communication. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some workflow conditions were confusing for me initially, especially while editing existing automations. I also felt the email editor could be smoother in certain areas when adjusting formatting. Review collected by and hosted on G2.com.

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

Before using it regularly, a lot of follow-ups were being handled manually, which sometimes caused delays or missed responses. Now most of the email sequences run automatically, so it helps keep communication more consistent with leads and clients. It has reduced the amount of repetitivee follow-up work in our daily process. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Adrian T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adrian T.")
AT

Adrian T.

Sales Manager

Consulting

Mid-Market (51-1000 emp.)

5/14/2026

"Organized Lead Management and Follow-Ups in One Platform"

4.5/5

What do you like best about EngageBay?

What I like most is that it keeps lead management and follow-ups organized without making the process complicated. We use it daily to capture leads, manage deals, send follow-up emails and make calls from the same platform. The automation workflows are helpful for making sure no lead gets missed, especially when handling multiple prospects at the same time.

The contact timeline is also useful because it shows emails, notes, calls and activities in one place. It saves time when continuing conversations with leads or customers. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Review collected by and hosted on G2.com.

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

Before using EngageBay, we were managing leads and follow-ups manually through spreadsheets and emails, which made it easy to miss tasks or delayed responses. Now everything is tracked in one system including deals, calls, notes and follow-ups.

It has helped us respond to leads faster, keep the sales pipeline organized, and maintain better follow-up consistency without needing additional tools. For a growing business it has been practical and easy to manage without a complicated setup. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Yoran T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yoran T.")
YT

Yoran T.

Sales Manager

Consumer Services

Small-Business (50 or fewer emp.)

5/13/2026

"EngageBay Automation Streamlined Our Follow-Ups and Client Communication"

4.5/5

What do you like best about EngageBay?

We started using EngageBay mainy to manage inquiry follow-ups and email communication for our business. Earlier we were handling most things manually through email and excel sheets, which became difficult once inquiries started increasing.

The automation part has been genuinely useful for us. We created simple email sequences for quotation follow-ups, reminder emails and inquiry tracking. It saves time because I doesn't have to remember every follow-up manually.

I also like that contacts, emails, notes and tasks are available in one place. It makes it easier to check previous communication before speaking with a client again. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some workflow settings took time to understand in the beginning. A few automations were not very straightforward during setup, especially when trying more detailed conditions. The mobile experience could also be smoother in some areas. Review collected by and hosted on G2.com.

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

The main issue for us was missing follow-ups and scattered client communication. Now inquiries are more organized and I can track which leads were contacted, which quotations were sent and which clients need another follow-up.

It has helped me maintain a more consistent process without depending completely on manual tracking. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

AD

Angela D.

Marketing Analyst

Information Technology and Services

Mid-Market (51-1000 emp.)

5/12/2026

"EngageBay Streamlines Follow-Ups with Powerful Email Automation"

4.5/5

What do you like best about EngageBay?

We mainly use EngageBay for managing contacts and sending follow-up emails. Before using it, we were keeping most things in excel sheets, so it was difficult to track who replied and who needed a follow-up.

The part I use most is the workflow automation for emails. Once it is seup, it saves a lot of manual work. I also like that I can see previous emails, notes, and tasks inside the same contact profile instead of checking different places. The interface is also easier compared to some other CRM tools I tried earlier. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Sometimes the system feels a little slow when opening larger contact lists, and performing bulk actions and a few settings took some time for me to understand in the beginning. The email editor can also be improved a bit. Review collected by and hosted on G2.com.

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

Our follow-ups are much more organized now. Earlier, we used to miss replying to some leads because everything was managed manually. Now the reminders and automated emails help us stay on track.

It also reduced the time psent on repetitive tasks, especially for email follow-ups and contact updates. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

ML

Matt L.

Sourcing Specialist

Staffing and Recruiting

Mid-Market (51-1000 emp.)

5/28/2026

"EngageBay Keeps Task Tracking and Follow-Ups Organized"

4.5/5

What do you like best about EngageBay?

I mostly use EngageBay for task tracking and managing follow-ups. It's easy to create tasks, updated statuses, and move them from one stage to another depending on the progress. That has helped me stay organized while handling multiple client and candidate conversations.

I also like that tasks, notes, and contact details are connected together, so it's easier to check previous activity before following up. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some workflows settings take a little time to understand initially especially if you are setting things up for the first time. Review collected by and hosted on G2.com.

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

Before using EngageBay, I was tracking follow-ups manually and it was easy to miss pending tasks. Now everything is in one place, which makes daily task management much easier.

I've also had a good experience with their customer support team whenever I needed help with setup or had questions about features. 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 almost 4 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(14,914)

[
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 fleet management tools are worth using for a mid-size company that wants solid functionality without paying for features designed for massive enterprise fleets?](https://www.g2.com/discussions/what-fleet-management-tools-are-worth-using-for-a-mid-size-company-that-wants-solid-functionality-without-paying-for-features-designed-for-massive-enterprise-fleets)[What survey platforms come with a solid template library so you are not building every survey from scratch?](https://www.g2.com/discussions/what-survey-platforms-come-with-a-solid-template-library-so-you-are-not-building-every-survey-from-scratch)[What's the best SAP provider for company software needs](https://www.g2.com/discussions/what-s-the-best-sap-provider-for-company-software-needs)

[Top tools for tracking email opens and link clicks](https://www.g2.com/discussions/what-are-the-top-tools-for-tracking-email-opens-and-link-clicks)[Which property restoration platforms provide robust budget and cost tracking across restoration jobs?](https://www.g2.com/discussions/which-property-restoration-platforms-provide-robust-budget-and-cost-tracking-across-restoration-jobs)[Pros and Cons Details](https://www.g2.com/products/engagebay/reviews?qs=pros-and-cons)

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