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EngageBay CRM vs servis.ai Comparison (2026)
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4.5
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4.4
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Good recommendations?
EngageBay CRM
4.6
(912)5
635
4
247
3
22
2
2
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
servis.ai
4.6
(71)5
49
4
19
3
3
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
Empower your inside sales teams to be more organized, efficient, and effective in their sales efforts.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.6
912
5
4
3
2
1
635
247
22
2
6
- Value for money
- Ease of use
- Features
- Customer support
84%
would recommend this app4.6
71
5
4
3
2
1
49
19
3
0
0
- Value for money
- Ease of use
- Features
- Customer support
91%
would recommend this appPros
“Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is.”
Jelyn T.
Marketing Manager
“The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency.”
DM
Desiree M.
Caregiver
“It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.”
HK
Hitesh K.
Administrator
Pros
“The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier...”
LN
Lt N.
BI Developer
“Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful.”
LN
Lt N.
BI Developer
“Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.”
LN
Lt N.
BI Developer
Cons
“The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights.”
DM
Desiree M.
Caregiver
“The Dishonesty of the company, Free Trial, take your credit card, you cancel and they still charge you.”
MP
Michael P.
Owner
“Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.”
SK
Sai K.
Account manager
Cons
“I find it very frustrating that you can't scroll down vertically on windows unless you adapt your fields to fit.”
SP
Sylvie P.
Commercial Representative & CRM Administrator
“The latest navigation design is not as intuitive as it was originally when we first purchased it.”
SP
Sylvie P.
Commercial Representative & CRM Administrator
“The way data is nested or lack there of is something that needs immediate attention. ”
CC
Christian C.
VP of Sales
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Availability Management
- Batch Communications
- Batch Processing
- Behavior Tracking
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call List Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Canned Responses
- Catalog Management
- Channel Management
- Churn Management
- Click Tracking
- Client Database
- Client Management
- Client Tracking
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Gamification
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- HIPAA Compliant
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Interaction Tracking
- Internal Chat Integration
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Medication History
- Meeting Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Location
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Opportunity Management
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Prioritization
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Response Management
- Responsive Web Design
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Social Media Integration
- Source Tracking
- Surveys & Feedback
- Task Management
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Training Management
- Web Forms
- Web-based Deployment
- Wiki
- Workflow Management
- Total features131
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Availability Management
- Batch Communications
- Batch Processing
- Behavior Tracking
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call List Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Canned Responses
- Catalog Management
- Channel Management
- Churn Management
- Click Tracking
- Client Database
- Client Management
- Client Tracking
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Service Analytics
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Integration
- Data Management
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Gamification
- Generative AI
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- HIPAA Compliant
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Interaction Tracking
- Internal Chat Integration
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Medication History
- Meeting Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Location
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Opportunity Management
- Patient Education
- Patient Engagement
- Patient Intake
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Prioritization
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Response Management
- Responsive Web Design
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Sentiment Analysis
- Shared Contacts
- Social Media Integration
- Source Tracking
- Surveys & Feedback
- Task Management
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Training Management
- Web Forms
- Web-based Deployment
- Wiki
- Workflow Management
Integrations
- Total integrations28
- Shoviv Exchange EDB Recovery Tool
- AWS Lambda
- ActiveCampaign
- Acuity Scheduling
- Agile CRM
- Aircall
- Airtable
- Amazon Simple Storage Service (S3)
- Asana
- Azure DevOps
- BambooHR
- Basecamp
- BigCommerce
- Bind ERP
- BombBomb
- Brevo
- BulkSMS
- Calendly
- CallHippo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- ClickMeeting
- ClickUp
- Clockify
- Cognito Forms
- Constant Contact
- Cvent Event Management
- Discord
- Docparser
- Docusign
- Docusign CLM
- Dropbox
- Dubsado
- Eventbrite
- Exotel
- Expensify
- Five9
- Freshdesk
- GitHub
- GitLab
- Glassdoor
- GoTo Training
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Gravity Forms
- Gupshup
- Hootsuite
- HubSpot Agent Hub
- HubSpot CRM
- IMAP
- Infor CloudSuite Industrial
- Invoice Ninja
- Jotform
- JustCall
- Keragon
- Kit
- Klaviyo
- LeadIQ
- Leadfeeder
- LinkedIn for Business
- MailerLite
- Mailgun
- Mailshake
- Make
- Marketo Engage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SQL Server
- Microsoft Teams
- MightyCall
- MongoDB
- MySQL
- Ninja Forms
- OneDrive
- Pabbly Connect
- PandaDoc
- Parseur
- PayPal Payments
- Pipedrive
- Pivotal Tracker
- Plivo
- PostgreSQL
- Postman
- Process Street
- Proposify
- QuickBooks Bi-Directional Synchronizer
- QuickBooks Enterprise
- QuickBooks GoPayment
- QuickBooks Money
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- QuickBooks Solopreneur
- QuickBooks Time
- Quickbooks Power BI Connector
- Quo
- Quotient
- ReferralHero
- RingCX
- RingCentral Engage Digital
- RingCentral Engage Voice
- RingCentral Events
- Sage Intacct
- Sage X3
- Salesforce Platform
- SamCart
- SendGrid
- ShipStation
- Shopify
- SignRequest
- SimpleTexting
- Slack
- Squarespace
- Stannp
- Stripe Payments
- SurveyMonkey
- Teachable
- Thinkific
- Tidio
- Twilio
- Twitter/X
- Typeform
- Unbounce
- Vidyard
- Vimeo
- Webflow
- Wix
- WooCommerce
- WordPress
- Wrike
- Wufoo
- Xero
- YouCanBookMe
- YouTube
- Zapier
- Zendesk Suite
- Zoho CRM
- Zoho Campaigns
- Zoom Phone
- airSlate SignNow
- authorize.net
- lemlist
- mailparser.io
- monday AI Work Platform
- tawk.to
- Total integrations142
- Shoviv Exchange EDB Recovery Tool
- AWS Lambda
- ActiveCampaign
- Acuity Scheduling
- Agile CRM
- Aircall
- Airtable
- Amazon Simple Storage Service (S3)
- Asana
- Azure DevOps
- BambooHR
- Basecamp
- BigCommerce
- Bind ERP
- BombBomb
- Brevo
- BulkSMS
- Calendly
- CallHippo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- ClickMeeting
- ClickUp
- Clockify
- Cognito Forms
- Constant Contact
- Cvent Event Management
- Discord
- Docparser
- Docusign
- Docusign CLM
- Dropbox
- Dubsado
- Eventbrite
- Exotel
- Expensify
- Five9
- Freshdesk
- GitHub
- GitLab
- Glassdoor
- GoTo Training
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Gravity Forms
- Gupshup
- Hootsuite
- HubSpot Agent Hub
- HubSpot CRM
- IMAP
- Infor CloudSuite Industrial
- Invoice Ninja
- Jotform
- JustCall
- Keragon
- Kit
- Klaviyo
- LeadIQ
- Leadfeeder
- LinkedIn for Business
- MailerLite
- Mailgun
- Mailshake
- Make
- Marketo Engage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft SQL Server
- Microsoft Teams
- MightyCall
- MongoDB
- MySQL
- Ninja Forms
- OneDrive
- Pabbly Connect
- PandaDoc
- Parseur
- PayPal Payments
- Pipedrive
- Pivotal Tracker
- Plivo
- PostgreSQL
- Postman
- Process Street
- Proposify
- QuickBooks Bi-Directional Synchronizer
- QuickBooks Enterprise
- QuickBooks GoPayment
- QuickBooks Money
- QuickBooks Online
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- QuickBooks Solopreneur
- QuickBooks Time
- Quickbooks Power BI Connector
- Quo
- Quotient
- ReferralHero
- RingCX
- RingCentral Engage Digital
- RingCentral Engage Voice
- RingCentral Events
- Sage Intacct
- Sage X3
- Salesforce Platform
- SamCart
- SendGrid
- ShipStation
- Shopify
- SignRequest
- SimpleTexting
- Slack
- Squarespace
- Stannp
- Stripe Payments
- SurveyMonkey
- Teachable
- Thinkific
- Tidio
- Twilio
- Twitter/X
- Typeform
- Unbounce
- Vidyard
- Vimeo
- Webflow
- Wix
- WooCommerce
- WordPress
- Wrike
- Wufoo
- Xero
- YouCanBookMe
- YouTube
- Zapier
- Zendesk Suite
- Zoho CRM
- Zoho Campaigns
- Zoom Phone
- airSlate SignNow
- authorize.net
- lemlist
- mailparser.io
- monday AI Work Platform
- tawk.to
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