--- title: EngageBay Reviews meta_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 709 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: 709 scale: '5' date_modified: '2026-08-07' 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:** 709 ## 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 **What users like:** - Users appreciate the **ease of use** of EngageBay, seamlessly managing CRM, email marketing, and automation in one dashboard. (244 reviews) - Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining daily operations effectively. (170 reviews) - Users praise the **exceptional customer support** at EngageBay, noting quick responses and helpful assistance from the support staff. (167 reviews) - Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing workflow efficiency and reducing tool switching. (167 reviews) - Users praise EngageBay for its **streamlined automation** , enhancing efficiency by integrating CRM, email, and support in one platform. (141 reviews) - Automation Features (139 reviews) - Email Marketing (127 reviews) - Users find EngageBay to be **incredibly intuitive** , making it easy for both new and experienced users to adopt. (122 reviews) - Easy Setup (120 reviews) - Email Management (104 reviews) **What users dislike:** - Users find the **missing features** hinder usability, especially for data analysis and email management functionality. (108 reviews) - Users experience **limited features** , feeling restricted by the lack of advanced functionalities and usability in EngageBay. (85 reviews) - Users find the **reporting features limited** , lacking the depth and detail needed for more specific needs. (74 reviews) - Users find the **limited customization** options frustrating, particularly with landing pages and workflows, impacting their overall experience. (69 reviews) - Users find the **reporting flexibility** lacking in EngageBay, hindering deeper analytics and advanced customer journey insights. (64 reviews) - Inadequate Reporting (50 reviews) - Users find the **steep learning curve** challenging, requiring time to master advanced functionalities in EngageBay. (49 reviews) - Limitations (46 reviews) - Integration Issues (45 reviews) - Users report **slow loading** times during bulk actions, making the experience less smooth and efficient. (45 reviews) ## EngageBay Reviews ### 1. Exceptional Customer Support sets EngageBay Apart **Rating:** 5.0/5.0 stars **Reviewed by:** Amaan z. | BDM, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about EngageBay?** I have been using EngageBay CRM for several months now, and while the platform itself offers a great range of features, especially considering its price point, what truly sets it apart is the outstanding customer support . From the beginning, the support team has responded quickly, friendly, and incredibly helpful. Whether I had a basic question about setting up automations or needed assistance integrating third-party tools, the support reps were always available through live chat or email **What do you dislike about EngageBay?** After consistent use, I haven't encountered any significant flaws or deal-breaking issues. Of course, like any platform, EngageBay might have limitations depending on specific business needs, but so far, everything has worked smoothly for my use case **What problems is EngageBay solving and how is that benefiting you?** EngageBay's all-in-one CRM solves the hassle of using multiple tools by combining marketing, sales, and support in one platform. What makes it better is their amazing customer support- quick, helpful, and always there when I need them. It made managing everything so much easier and less stressful ### 2. AI Email Generator Speeds Up Outreach, But Dark Mode Needed for Night Designers **Rating:** 5.0/5.0 stars **Reviewed by:** Roukaya S. | Environmental Architect /Interior Designer , Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2025 **What do you like best about EngageBay?** The AI email generator and the content segmentation assist us in the quicker personalization of outreach . **What do you dislike about EngageBay?** Designers who have to work at night may us darker themes provided by the UI . **What problems is EngageBay solving and how is that benefiting you?** It consolidates project report , payment and support email limiting misunderstandings between developers and clients . ### 3. Affordable and scalable CRM for training providers **Rating:** 5.0/5.0 stars **Reviewed by:** Denelle D. | Chief Executive Officer/Executive Director, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about EngageBay?** EngageBay is very cost effective compared to large CRMs. The automation tools contact management and email campaigns make it perfect for scaling training programs without overspending. **What do you dislike about EngageBay?** The learning curve is noticeable for new user, especially in setting up advanced workflows. However once learning it's very efficient. **What problems is EngageBay solving and how is that benefiting you?** EngageBay allow us to manage multiple enterprise training client with ease,. it reduce manual reporting helps us nurture lead and provide consistent communication at scale. ### 4. EngageBay helps us keep marketing simple and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Ron W. | Chief Marketing Officer, Plastics, Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2025 **What do you like best about EngageBay?** I appreciate how easy it is to set up email campaigns and track performance. The drag and drop email builder is straightforward, and automation sequences let us stay consistent with customer communication. **What do you dislike about EngageBay?** Some integration with ERP tools are limited so we still do some manual data entry. **What problems is EngageBay solving and how is that benefiting you?** We use EngageBay to centralize our B2Bleads and automate email follow ups. This has reduced lead drop off and helped us measure ROI more clearly. ### 5. Streamlining Lead Nurturing and Boosting Efficiency with automation tools **Rating:** 4.5/5.0 stars **Reviewed by:** vivek m. | Marketing Associate, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2025 **What do you like best about EngageBay?** The automation tool has been a game changer. I have set up automated email sequences for my leads, so I don't have to follow up with every prospect manually. The workflows and lead nurturing automation save me a lot of time, which I can redirect to other important business tasks. its perfect for keeping leads engaged without the constant need for invention. **What do you dislike about EngageBay?** As of now, I honestly haven't found any significant cons of EngageBay. The platform has met all my needs, and I haven't experienced any major issues or limitations. It's been an overall positive experience, and everything seems to be running smoothly for my business **What problems is EngageBay solving and how is that benefiting you?** Engagebay marketing automation features allow me to set up automated email sequences and workflows. This has freed up a lot of time and effort while keeping my audience engaged. The automation sequences ensure that leads are nurtured consistently. This increases the chances of conversion without me having to manually track every step. ### 6. Efficient Scheduling Tools, but Automation Training Takes Time **Rating:** 5.0/5.0 stars **Reviewed by:** Guiliano G. | Network and Security Engineer , Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2025 **What do you like best about EngageBay?** Our B2B project are schedule using the deal pipeline and reminder tools . **What do you dislike about EngageBay?** New employee require time to be trained on automation triggers . **What problems is EngageBay solving and how is that benefiting you?** It centralizes all client communication with the help of which we provide more smooth IT deployments . ### 7. A solid All in one CRM solution without breaking the bank **Rating:** 4.5/5.0 stars **Reviewed by:** Krishnesh M. | Senior Recruiter, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about EngageBay?** EngageBay is a solid all in one solution for small businesses or startups looking to streamline their marketing, sales and customer support without breaking the bank. The dashboard is user friendly, clean and intuitive making it easy to jump between marketing, sales and service sections. **What do you dislike about EngageBay?** It lags a lot especially during bulk actions and there is a lag in campaign stats. **What problems is EngageBay solving and how is that benefiting you?** It helps me create forms and email campaigns. I was able to setup a basic email campaign and a form with in an hour which is a huge plus for someone who doesn't want to spend days learning the new system. The drag and drop builders for emails and landing pages are straight forward and best part is that the templates are mobile responsive which is what matters most. The marketing automation features are a standout. I love the easy way to create workflows to nurture leads. It lets me track leads and deals in a visual pipeline thats simple yet effective. ### 8. EngageBay offers outstanding customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Suraj P. | Marketing Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about EngageBay?** One of the biggest advantage I have found with Engagebay is its intuitive interface. Whether your tech-savvy or not the layout is really straightforward and easy to navigate. Setting up workflows and managing contacts feel simple. ihave noticed that Engagebay offers great customer support through live chats,emails,and a knowledge base.Their support team is responsive and i have found the articles in the articles in the knowledge base to be really helpful in guiding users through various features **What do you dislike about EngageBay?** While Engagebay offers email marketing the selection of pre-built templates is somewhat limited compared to other platform which may require more manaul customization **What problems is EngageBay solving and how is that benefiting you?** I really appreciate how engagebay combines CRM ,email , marketing, automation , landing pages , helpdesk and customer support all into one platform. It eliminates the hassle of switching between multiple tools and reduce the complexity of managing separate systems . With everything in one place, we save time , cut down on complexity , and gain a unified view. ### 9. Versatile and cost effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Nathan G. | Senior Bench Sales Recruiter, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about EngageBay?** It is a versatile and cost effective all in one CRM and marketing automation platform. It offers a range of features, including email marketing, sales, automations, live chat and helpdesk support. It helps streamline the operations without breaking the bank. I like their customer support, they are very responsive and ready to help. **What do you dislike about EngageBay?** Lack of fully functional mobile app and a delay in campaign stats are the factors that needs to be worked on. **What problems is EngageBay solving and how is that benefiting you?** EngageBay is a game changer for me as a Recruiter. It simplifies the hiring process where I can manage job postings on LinkedIn platform from EngageBay, filter candidates based on the tags added to them and schedule interviews using EngageBay appointment links. The platform also allows me to create forms to capture candidate information and store them in different smarts lists automatically. Overall, all the features of EngageBay are helping me with my day to day activities. ### 10. Affordable CRM that delivers real value for consultants **Rating:** 5.0/5.0 stars **Reviewed by:** Ana S. | Managing Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about EngageBay?** EngageBay make it simple to nurture prospect with drip campaigns and keep all client record accessible . The affordability is a huge advantage for consulting firm. **What do you dislike about EngageBay?** The landing page builder works well but could offer more design template **What problems is EngageBay solving and how is that benefiting you?** We've stopped missing out on leads . every inquiry from our website feed directly into EngageBay, and we can track progress untill contract signing ### 11. Trustworthy CRM to client and candidate management. **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas C I. | CEO, Staffing and Recruiting, Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2025 **What do you like best about EngageBay?** Contact segmentation and email campaigns are very effective in our recruitment business. **What do you dislike about EngageBay?** Would prefer to see more reporting functionality to be customized to HR. **What problems is EngageBay solving and how is that benefiting you?** EngageBay has assisted us in maintaining one system to handle client account and candidate pipelines . it is also dynamic and much cheaper than bigger CRMs that we tested ### 12. EngageBay brings organization to our sales team. **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie O. | Co-Founder, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2025 **What do you like best about EngageBay?** The CRM pipeline are excellent for tracking opportunities across our hostel partnerships. The visual board helps my team prioritize deals and follow ups without missing a beat. **What do you dislike about EngageBay?** We'd love deeper native integrations with our booking software , but Zapier has been a workable solution. **What problems is EngageBay solving and how is that benefiting you?** EngageBay has helps us reduce missed follow ups with prospects and improve collaboration across regional team ### 13. EngageBay simplifies CRM for Business Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sagar P. | CEO, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about EngageBay?** The all in one nature of engageBay helps us unify marketing , sales, and support, similar to how Sage simplifies accounting and payroll. it reduces the need for multiple tools. **What do you dislike about EngageBay?** Some of the advanced reporting features feel basic compared to enterprise software. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps us centralize customer communications and improve pipeline visibility, saving time boosting efficiency. ### 14. An all in one platform that simplifies client campaigns **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi Z. | Marketing Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about EngageBay?** The email marketing and automation flow are extremely easy to build. Landing page creation is drag and drop, so we can lunch campaigns faster and test client offers quickly. **What do you dislike about EngageBay?** Integrate with ad platform like Google Ads could be deeper for cross channel reporting **What problems is EngageBay solving and how is that benefiting you?** We've cut campaigns launch time in half and improved how we track client engagement across different channel ### 15. I am very happy with EngageBay **Rating:** 5.0/5.0 stars **Reviewed by:** Sophia S. | Senior Recruiting Manager, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2025 **What do you like best about EngageBay?** I like almost everything in the CRM. The user interface which is easy to use and navigate. The email template builder which creates responsive email templates with in minutes using just drag and drop. The automations and workflows have made my life easier and which does everything automatically and the most important is their customer support which is highly responsive and ready to assist anytime. **What do you dislike about EngageBay?** Since I started using EngageBay I have not found any major issues with the product and the only drawback I found is their mobile app. **What problems is EngageBay solving and how is that benefiting you?** EngageBay have made my life easier. I can easily import thousands of contacts with in minutes into the CRM from a CSV file. The smart lists will automatically add the contacts based on my criteria defined. I mainly used it for email sequences. It helps me create a sequences with a set of emails and just add contacts to it and it does start sending emails automatically with the delay defined between each email. ### 16. Offers decent range of features in budget **Rating:** 4.5/5.0 stars **Reviewed by:** Bhavin G. | Business Analyst Team Lead, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2025 **What do you like best about EngageBay?** EngageBay is an all in one CRM that offers marketing and sales features along with service desk and live chat. After spending some time exploring its features, I have found it offers a decent range of functionalities along with good customer support. **What do you dislike about EngageBay?** The mobile app doesn't offer all the features of desktop and has issues with notifications. **What problems is EngageBay solving and how is that benefiting you?** I am using EngageBay to create forms and capture the leads. The form builder is easy to use as we can create one using the drag and drop builder. It helps me create an automation that gets triggered when the form is submitted and send the emails automatically. Also, the automation checks for the email opens and add the score to the contacts and this score helps me decide how warm the lead is. Without EngageBay automations it would be difficult to find out who opened the email and add a score manually. ### 17. Scaling fashion E- commerce with smarter campaigns **Rating:** 5.0/5.0 stars **Reviewed by:** Eirin B. | co-Founder & co-CEO, Retail, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2025 **What do you like best about EngageBay?** EngageBay integrates well with our email and social campaigns . the customer journey builder has helped us convert browsers loyal buyers. **What do you dislike about EngageBay?** More direct integrate with influencer platforms would be a plus for our business. **What problems is EngageBay solving and how is that benefiting you?** We needed a CRM that could handle fashion e-commerce complexity. EngageBay automation follow up seasonal promotions, and keeps our sales team aligned. ### 18. Easiest CRM I have ever seen **Rating:** 4.5/5.0 stars **Reviewed by:** Tamika F. | Consultant, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about EngageBay?** I have been using EngageBay CRM for about a year now for my small business and I would like to share my thoughts on how it worked out so far. EngageBay markets itself as an all in one solution for marketing, sales and customer support and it definitely delivers on that promise. **What do you dislike about EngageBay?** I have not found any major issues with the product except a few delays here and there. **What problems is EngageBay solving and how is that benefiting you?** I have setup email sequences to nurture leads and automated responses for common support queries, which has saved me hours each week. Creating email templates and landing pages with drag and drop builder was straightforward. I have been able to automate a lot of repetitive tasks, which has freed me up to focus on growing my business ### 19. Excellent CRM for Managing large scale deals **Rating:** 5.0/5.0 stars **Reviewed by:** Rajiv R. | CEO, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about EngageBay?** The pipeline management is very clear and user friendly . it makes tracking deal across team much easier. **What do you dislike about EngageBay?** Email deliverability could be stronger, especially for large volume campaings **What problems is EngageBay solving and how is that benefiting you?** EngageBay provide a single place for managing customer account and tracking communication. This has shortened sale cycle and improved team collaboration. ### 20. EngageBay balances features and budget correctly **Rating:** 4.5/5.0 stars **Reviewed by:** Anu S. | Sales Associate, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2025 **What do you like best about EngageBay?** I like this CRM as it is intuitive and has a smooth user interface that simplifies the navigation and the setup and it is available at the competitive pricing with all the features that are needed for any business. The free onboarding they offer is very much valuable and helps learn and understand the product. **What do you dislike about EngageBay?** It offers a number of features but it takes time to learn them as there is learning curve. **What problems is EngageBay solving and how is that benefiting you?** EngageBay has made my life easier. Before I was juggling a bunch of different tools for CRM, email marketing, and automation. It was a mess, switching between platforms took way too much time. Now, with EngageBay, everything is in one place. I can create lists, import contacts, automate follow ups, send email campaigns without jumping between different software's. It makes my workflow way smoother. ### 21. Sleekest and Robust CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kashif A. | System Administrator, Computer & Network Security, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2025 **What do you like best about EngageBay?** One of the standout aspects of EngageBay is its all in one approach. It combines CRM, marketing automation and customer support tools into one single platform. The CRM itself is sleek and robust and easy to integrate. **What do you dislike about EngageBay?** I have not found any issues with the product but it lacks some of the advanced reporting **What problems is EngageBay solving and how is that benefiting you?** Tracking leads, managing contacts and monitoring sales pipelines feels seamless. I particularly love the drag and drop pipeline feature which gives me a clear visual of where each deal stands and helps prioritize follow ups. The marketing automation tools have also been a huge help. I have setup email campaigns with personalized sequences that automatically nurture leads based on their actions. This has saved me hours of manual work and boosted engagement rates. ### 22. Smart Lead Scoring & Content, But Limited Custom Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Salah A. | Serial Entrepreneur /Advisor/Problem Solver /Technophile, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about EngageBay?** AI leads score and automated nurture paths will allow us to prioritize on what matters . The content suggestions hasten the marketing development . **What do you dislike about EngageBay?** There are solve some automation that are constrained in case you need very custom conditional logic . **What problems is EngageBay solving and how is that benefiting you?** It provides a common playbook to marketing and sales fewer missed opportunities and more predictable , measurable follow ups . ### 23. All in one, Easy to use, Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Gouti T. | BA, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2025 **What do you like best about EngageBay?** Engagebay combines CRM email marketing, marketing automation helpdesk support ,live chat and more into one platform.For small bussiness that want an all-in-one solution without having to use multiple apps or integrations this is a major advantage **What do you dislike about EngageBay?** While the platform is relatively user-friendly the number of features can feel overwhelming at first, if you are new to CRM there may be a slight learning curve to get everything set up the way you want **What problems is EngageBay solving and how is that benefiting you?** EngageBay allows me to track customer interaction across emails landing pages and support queries . With this data i can segment customer and personalize our marketing efforts effectively it also helps me visualize the sales funnel and track opportunities at different stage. This enables me to understand conversation rates identify bottlenecks and analyze performance metrics which allows me to propose improvements effectively. ### 24. EngageBay - A helping hand for any business **Rating:** 4.5/5.0 stars **Reviewed by:** Sarang J. | Business Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2025 **What do you like best about EngageBay?** I have been using this CRM for a few months now and its been a solid experience overall. It offers an affordable all in one solution to manage customer relationship, marketing and sales processes. The interface is intuitive and easy to navigate. **What do you dislike about EngageBay?** I have noticed occasional glitches, like delays in syncing data and delay in updating the campaign stats. **What problems is EngageBay solving and how is that benefiting you?** It is very useful tool for me as it helps me organize all my customer data like contacts, interactions, deal progress in one place. It makes it easy to track leads, follow up with prospects and maintain relationships without juggling between spreadsheets or multiple tools. The drag and drop email campaign builder and automation workflows save time by automating repetitive tasks like sending welcome emails, nurturing emails or following up. ### 25. Way better than HubSpot for small and medium sized businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Eric B. | Chaos Management, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about EngageBay?** I dropped my HubSpot account to move over to EngageBay and am glad I did. HubSpot was overkill for what I needed for my business, it was complicated and expensive. EngageBay on the other hand has been relatively intuitive. It has just the right amount of functionality for me and can be customized to meet my needs. The migration from HubSpot was relatively simple. I particularly appreciate the responsiveness of the support team throughout the process. And the pricing is straightforward and reasonable, Unlike HubSpot where there's an extra charge or upsell for every bit of functionality, EngageBay gives you everything for one low price. **What do you dislike about EngageBay?** I wish there were better help files. The support team is fast and responsive, but having a comprehensive and well designed knowledge base. Sometimes I just need a quick answer to a question and it would be great to be able to look it up rather than contact support. **What problems is EngageBay solving and how is that benefiting you?** EngageBay gives smaller businesses like mine an affordable and intuitive tool to manage my contacts. ### 26. A Cost Effective - All in One Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Sharon S. | Professor, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about EngageBay?** I have recently implemented EngageBay CRM for our marketing and sales operations and I can confidently say it's been a game changer. I love the user interface and their customer support that is always helpful. **What do you dislike about EngageBay?** Some features like landing pages, templates and workflows have limited customization options. **What problems is EngageBay solving and how is that benefiting you?** The 360 - degree contact view of every customer allows me to organize and track interactions seamlessly. The customizable pipelines and contact management tools help me prioritize leads and monitor deals as they move through the sales funnel. I use the drag and drop email builder to create branded campaigns and automated sequences that nurture leads. The automation of follow-up emails and task assignments has cut down manual work. ### 27. EngageBay excels in the CRM market **Rating:** 4.5/5.0 stars **Reviewed by:** Maria R. | Marketing Analyst, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2025 **What do you like best about EngageBay?** EngageBay excels in the CRM market with a user friendly interface and a wide range of features. It is an excellent choice for marketing as it offers responsive email templates, easy to create forms and landing pages and powerful automations. **What do you dislike about EngageBay?** I have not found any major issues with the product except a few delays. **What problems is EngageBay solving and how is that benefiting you?** First of all it helps me to create email templates that are responsive using its template builder. I use these templates to email my contacts using email broadcasts. Based on the broadcast stats I create a list of contacts who have opened the email and follow up with them. EngageBay's social suite integration allows me to schedule posts on all my social media channels directly through EngageBay dashboard thus avoiding me to login into different social accounts. ### 28. My honest review on EngageBay CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Monika P. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2025 **What do you like best about EngageBay?** The best thing about EngageBay is the ability to create email templates by simply dragging and dropping the elements. The email templates created are responsive and looks professional. I also like their customer support that is readily available whenever I need a helping hand. **What do you dislike about EngageBay?** The mobile app lacks the full functionality and push notifications. **What problems is EngageBay solving and how is that benefiting you?** It gives me the ability to create lists and segregate contacts into them, so I can use the correct list to send email campaigns. The email template builder allows me to create responsive and professional email templates by simply dragging and dropping the elements. The automations it offers are a life savior, once created it will automatically follow up with the candidates and check for opens and assigns a score to them to find out the interested candidates. ### 29. Integrated CRM - Essential For Any Growing Business **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica B. | Organizer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about EngageBay?** EngageBay is an all in one CRM platform tailored for small to medium-sized businesses, offfering a robust set of tools for marketing, sales and customer support. Known for its affordability and user-friendly design, it aims to simplify business operations. **What do you dislike about EngageBay?** It provides essential insights but lacks advanced data analysis **What problems is EngageBay solving and how is that benefiting you?** With its powerful automation capabilities, I can easily setup and manage email campaigns, automate lead nurturing workflows and schedule social media posts across multiple channels all from a single dashboard. This not only saves time but also ensures consistent and timely communication with leads and customers. It also centralizes all customer data, making it easy to organize, access and update contact information. ### 30. Reliable CRM with no downtimes. **Rating:** 4.5/5.0 stars **Reviewed by:** Heena B. | HR Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about EngageBay?** It offers a great and easy to use CRM with features like sales, marketing, service desk and live chat. The best part of EngageBay is that it is reliable and I have never faced any downtimes. **What do you dislike about EngageBay?** The only thing that I dislike is their mobile app which lacks most of the features. **What problems is EngageBay solving and how is that benefiting you?** At my job, I use EngageBay to create email templates. Their email template builder is feature rich and offers a drag and drop builder that helps me create responsive email templates with in few minutes. EngageBay also gives me the ability to create lists of contacts that helps me divide contacts based on departments. I then use these lists to send emails about any updates or announcements using EngageBay's email broadcasts. ### 31. EngageBay - A featured pack and robust CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Prathit V. | Business Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about EngageBay?** EngageBay combines CRM, email marketing, sales automation, live chat and helpdesk in a single dashboard and it is great. It avoids juggling between multiple tools. The UI is relatively intuitive and setting up workflows doesn't require deep technical skills **What do you dislike about EngageBay?** It is a good CRM but it lacks advanced reporting that is essential to analyze the data. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps me create tasks, so that I can follow up (call) with my clients on regular basis and avoid any misses. The automations helps me create the tasks automatically based on the customer interactions like email opens and link clicks. The platform offers reports on lead conversion rates, email campaign performance and sales pipeline efficiency helping me assess the effectiveness of business strategies, although the reports are basic. ### 32. Affordable CRM with most features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about EngageBay?** EngageBay is good because it has all the sales, support and marketing tools you need in one platform. You can pick and choose which user has a paid plan or free plan and still collaborate. It has automation features that are useful and an API. The customer service is very quick. Easy to use. **What do you dislike about EngageBay?** Some features don't work at their best, but there is a work around. The chat is not multilingual. There is no knowledge base. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps us keep track of leads, contacts and companies, it enables us to collect information from our website via forms (contact us, demo). We also use it for ticketing to support our clients. Lastly, we use EngageBay to send newsletters to our subscribers and our clients. ### 33. Highly responsive customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Tafara N. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about EngageBay?** Swift responses and resolutions from the support team **What do you dislike about EngageBay?** It takes a while to refresh data, this should be improved upon **What problems is EngageBay solving and how is that benefiting you?** it's an inexpensive all in one CRM ### 34. EngageBay - An Affordable and User Friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Simon T. | Operations Manager, Management Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about EngageBay?** My team and I needed an affordable user friendly tool to streamline our email marketing and sales process and EngageBay seemed like a promising fit based on its feature set and pricing. It allowed us to consolidate our marketing, sales and social scheduling efforts into one platform without breaking the bank. **What do you dislike about EngageBay?** I have faced some occasional lags during campaings. **What problems is EngageBay solving and how is that benefiting you?** The CRM tracks customer interaction and organizes contacts while the visual deal pipeline helps our sales team prioritize and close deals faster. Automations, like task reminders, follow up emails boosts productivity and reduces missed opportunities and eliminates repetitive tasks. ### 35. EngageBay - An Intuitive CRM that is featured pack **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah V. | Business Analyst, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about EngageBay?** EngageBay is an all in one CRM platform designed for small to medium sized businesses. The platform is intuitive with a clean dashboard and drag and drop features for email templates, landing pages and automation workflows. **What do you dislike about EngageBay?** Reporting tools provide basic insights but lack the depth needed for data -driven businesses. **What problems is EngageBay solving and how is that benefiting you?** It helps me store and organize customer data in the CRM, making it easy to track leads and customer journeys. Lists help me divide contacts into various lists based on the different criteria. Automations help lead nurturing and follow-ups saving time and ensuring consistent communication. ### 36. CRM that is under Budget **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria V. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about EngageBay?** We were looking for something that wouldn't drain our budget and EngageBay felt like a steal compared to other CRM's like Hubspot or Salesforce. The all in one aspect is what drew me in **What do you dislike about EngageBay?** It offers limited email templates and lags a bit **What problems is EngageBay solving and how is that benefiting you?** The CRM itself is pretty intuitive, adding contacts, tracking deals, and setting up pipelines was straightforward. The 360-degree contact view gives all the contact information at a glance. I love the automation features. It helps me setup drip email campaigns and workflows without much hassle and saved me a ton of time. The workflows will automatically follow-up with the clients which reduces the manual process. ### 37. Best CRM for Contact Management and Email Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Alisha A. | Administrator, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about EngageBay?** EngageBay stands out as the most comprehensive and affordable solution. I have been using it for a few months now and I like the features that it offers. CRM for conact management, Email marketing with automation, Sales pipelines with deal tracking and Helpdesk for customer support. **What do you dislike about EngageBay?** There are a few minor drawbacks like the mobile app is not robust and it lacks advanced reporting. **What problems is EngageBay solving and how is that benefiting you?** I have automated follow-up emails to leads, Birthday/Anniversary greetings to clientts, ticket assignments for my support team and it saved me 10+ hours / week on manual tasks. The email marketing replaced my need for mailchimp saving a few dollars. ### 38. EngageBay - An Afforddable and Robust CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas P. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about EngageBay?** It is one of the affordable CRM that offers sales, marketing and service desk features as a bundle. I like the user interface as it is easy to navigate from one module to other. The best part is their chat support which is very responsive and always available. **What do you dislike about EngageBay?** It is no doubt a good tool but at times it lags especially when moving a lot of data. **What problems is EngageBay solving and how is that benefiting you?** Managing leads, contacts and sales pipeline has become incredibly smooth. The Kanban view provides a clear, visual overview of each deals status and makes it easy to prioritize follow-ups. ### 39. A CRM that offers a wide range of features **Rating:** 4.5/5.0 stars **Reviewed by:** Herlene G. | CRM Manager, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about EngageBay?** EngageBay offers a range of features including email marketing, marketing automation, live chat and helpdesk. All of these tools helps business streamline operations. EngageBay has handful of resources to help understand the product and their customer support is always available to help. **What do you dislike about EngageBay?** I have faced no issues with the product so far. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps me store all the customer information in one place giving a 360-degree view of the contact. It makes it easy to track interactions, preferences and history for building a strong relationship with the clients. The platform also helps me track the score and prioritize the leads, so I can focus on prospects with the highest conversion potential. ### 40. EngageBay is a robust and reliable CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Aayan K. | BDM, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2025 **What do you like best about EngageBay?** EngageBay consolidates marketing automation, sales pipelines and cutomer support into single platform eliminating the need for multiple tools. This CRM is reliable and the user interface is good which makes it easy to navigate and access the features easily. **What do you dislike about EngageBay?** The mobile app is not fully functional and there is delay while performing bulk actions. It lacks the integration with MS Teams. **What problems is EngageBay solving and how is that benefiting you?** This CRM helps me to create different lists and add the candidate details into it. It helps me run email campaigns on prospective candidates and monitor their engagement level by checking the email opens and link clicks ensuring no potential candidate is overlooked. The workflows helps me to follow up wiith the potential candidates automatically. ### 41. Very helpful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sharath D. | Proprietor, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about EngageBay?** I recently started using EngageBay for my marketing needs and I must say it's been a game changer for my small education business. The user interface is intuitive and easy to navigate which is crucial for someone like me who isn't tech savy. **What do you dislike about EngageBay?** At times there are some lags especially during bulk actions **What problems is EngageBay solving and how is that benefiting you?** The CRM helps me track customer interactions and manage relationships seamlessly. The contact management feature allows me to segment my contacts effectively. I have created several automated workflows to nurture leads without constant manual intervention. This has saved me a lot of time and helped increase engagement rates. ### 42. My honest review on EngageBay **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria W. | Sales &Marketing Head, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about EngageBay?** I was really struggling to track my customer data for marketing purpose and needed a CRM that wouldn't break the bank and EngageBay popped up in my search. At first I was a bit overwhelmed but after watching a few tutorial videos I started to get hang of it. It offers tons of functionalities for a reasonable fee. **What do you dislike about EngageBay?** It has some learning curve at first but one can learn by watching their tutorials. **What problems is EngageBay solving and how is that benefiting you?** Using EngageBay, I am able to manage all my email campaigns, track my leads and even handle social media posts with all the same dashboard. It saves me so much time. I have been able to setup some email sequences that has really helped me nurture leads. ### 43. EngageBay - A powerful and budget friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Avinash P. | Digital Marketing Manager, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2025 **What do you like best about EngageBay?** EngageBay is a powerful budget friendly CRM that delivers significant value for my needs. It's all in one approach, ease of use and robust automation make it an excellent choice. **What do you dislike about EngageBay?** It lacks integration with some Microsoft teams which is a must for any business **What problems is EngageBay solving and how is that benefiting you?** EngageBay forms help me capture leads and the lists helps me organize contacts. Email campaigns allows me to send emails to my contacts with an ease and the automations will help me in following up with my contacts and adding score to them, reducing a lot of manual work. ### 44. EngageBay has everything that we need **Rating:** 4.5/5.0 stars **Reviewed by:** Venkatesh C. | CRM Manager, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about EngageBay?** EngageBay has everything that we need to talk to customers like sales, marketing and support in one place. It is cheap and make things happen automatically. It keeps everyone on the same page, so every user knows what's happening with each customer. **What do you dislike about EngageBay?** So for so good and no issues with the product. **What problems is EngageBay solving and how is that benefiting you?** EngageBay Automations helps me to setup automatic welcome emails to new customers and also helps me to remind them about special offers . EngageBay templates are easy to create using its builder. I use this builder to create almost all the email templates without any fuss. The biggest problem of creating professional and responsive email templates was solved using EngageBay. ### 45. Easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Sharon J. | HR Associate, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about EngageBay?** I have been using EngageBay for a while now and overall it is a great option that offers sales and marketing features at an affordable price. I like their email template builder as it is very easy to use by simply dragging and dropping the blocks. **What do you dislike about EngageBay?** At times, I have found some delays especially during bulk actions and updating broadcast stats **What problems is EngageBay solving and how is that benefiting you?** It helps me with my day to day activities like organizing my contacts into lists based on behavior. I can add tags to the contacts to identify them easily and filter them out. It also helps me to create forms easily and share it with the candidates for them to fill out the details and attach their CV. ### 46. Helps streamline operations **Rating:** 4.5/5.0 stars **Reviewed by:** Kumar D. | Strategist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2025 **What do you like best about EngageBay?** EngageBay is a robust all in one marketing, sales and customer support platform that offers a comprehensive suite of tools designed to streamline operations. The dashboard is clean and the learning curve is minimal. **What do you dislike about EngageBay?** The only thing that I dislike is delay in updating the campaign stats and the lack of push notifications on mobile app. **What problems is EngageBay solving and how is that benefiting you?** This platform helps me to track every interaction a customer has with my business, from emails and calls to support tickets and website visits. This holistic view helps me understand my customers better and tailor my approach. It also helps me schedule and manage my social media posts directly from the platform saving time and multiple logins. ### 47. EngageBay - A time savior CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Indira M. | Social Media Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about EngageBay?** I like the seamless integration with sales, marketing and social suite. I love the user interface and robustness of this CRM. The best part is its reliability. Once you setup an automation, it does it automatically without any intervention/stoppage and hence It helps me save a lot of time. **What do you dislike about EngageBay?** I have not found any issues with the CRM. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps me to connect my social media accounts and manage them from with in EngageBay. It also allows me to schedule posts on all my social media platforms and this saves a lot of time as I do not need to log in to multiple social media accounts. ### 48. EngageBay has improved our operational efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Tudor L. | Chief Operations, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about EngageBay?** EngageBay CRM has transformed the way we manage customer relationship. From our initial experience with this platform, I have clearly noticed an improvement in operational efficiency and contact management. **What do you dislike about EngageBay?** I have experienced sluggish performance especially when handling a high volume of data. **What problems is EngageBay solving and how is that benefiting you?** It helps in lead management. I can easily collect, track and categorized my contacts, ensuring I never miss a sale opportunity. It has increased our conversion rate and improved our follow-up efforts as the automations will send follow-up emails automatically. ### 49. Happy with EngageBay **Rating:** 5.0/5.0 stars **Reviewed by:** Peter W. | Senior Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about EngageBay?** The email marketing features are fantastic. It is very much easy to setup drip campaigns and track their performance. I love their customer support, they are always responsive and eager to help with any questions or issues. **What do you dislike about EngageBay?** The mobile app lacks the ability of push notifications. **What problems is EngageBay solving and how is that benefiting you?** Their visual email builder helps me create professional email in minutes without any coding skills. It also helps me to keep track of my customer interactions. This means I can see when someone opens my emails, clicks on a link or responds. This information is super useful for understanding how my customers are engaging with my emails. ### 50. User friendly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Richard W. | Director, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2025 **What do you like best about EngageBay?** The platform is user friendly and straightforward. This ease of use allowed me to quickly setup and running and my team liked this CRM as it was easy to use. **What do you dislike about EngageBay?** I do not like the delay in the campaings stats and bulk actions. **What problems is EngageBay solving and how is that benefiting you?** The CRM and sales tools enables me to manage our sales pipeline, track deals and analyze performance. It gives a clear view of all the sales process and this helped me and my team to identify and prioritze leads and close the deals faster. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+12%3A55%3A38+-0500&secure%5Bsession_id%5D=b4e73c6e-8f19-47bc-a909-fb717582d82a&secure%5Btoken%5D=15081999ba03c7c5a00f10508410cabc63057460c3bdbb45c3d4d8ae114eef66&format=llm_user) ## EngageBay Integrations - [Aircall](https://www.g2.com/products/aircall/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [BigCommerce](https://www.g2.com/products/bigcommerce/reviews) - [BulkSMS.com](https://www.g2.com/products/bulksms-com/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ConnectWise Automate](https://www.g2.com/products/connectwise-automate/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dynamics 365 Marketing](https://www.g2.com/products/dynamics-365-marketing/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Ecwid](https://www.g2.com/products/ecwid/reviews) - [Exotel Customer Communication Platform](https://www.g2.com/products/exotel-customer-communication-platform/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [FullContact](https://www.g2.com/products/fullcontact/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [Highrise ERP - Construction Management Software](https://www.g2.com/products/highrise-erp-construction-management-software/reviews) - [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [LearnDash](https://www.g2.com/products/learndash/reviews) - [LinkedIn Marketing Solutions](https://www.g2.com/products/linkedin-marketing-solutions/reviews) - [Mailgun](https://www.g2.com/products/mailgun/reviews) - [Mailjet](https://www.g2.com/products/mailjet/reviews) - [MessageWhiz](https://www.g2.com/products/messagewhiz/reviews) - [MightyCall](https://www.g2.com/products/mightycall/reviews) - [NeverBounce - Powered by ZoomInfo](https://www.g2.com/products/neverbounce-powered-by-zoominfo/reviews) - [OpenCart](https://www.g2.com/products/opencart/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Plivo](https://www.g2.com/products/plivo/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Sinch](https://www.g2.com/products/sinch/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SparkPost](https://www.g2.com/products/sparkpost/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Teachable](https://www.g2.com/products/teachable/reviews) - [Thinkific](https://www.g2.com/products/thinkific/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [VASPP BREVO](https://www.g2.com/products/vaspp-brevo/reviews) - [Voxvalley CPaaS](https://www.g2.com/products/voxvalley-cpaas/reviews) - [Webex Calling](https://www.g2.com/products/webex-calling/reviews) - [WhatsApp Business Suite](https://www.g2.com/products/whatsapp-business-suite/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [ZeroBounce](https://www.g2.com/products/zerobounce/reviews) - [ZoomInfo Talent - Powered by ZoomInfo](https://www.g2.com/products/zoominfo-talent-powered-by-zoominfo/reviews) - [Zoom Into Web](https://www.g2.com/products/zoom-into-web/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## 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 **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 **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 (14,242 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)