EngageBay CRM vs Clari Copilot

Mailchimp

Zoho CRM

HubSpot Marketing Hub

Gong.io

Chorus

Jiminny

Compare EngageBay CRM and Clari Copilot based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

A/B Testing

Access Controls/Permissions

Account Alerts

Account Management

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Appointment Management

Appointment Scheduling

Audience Targeting

Automated Publishing

Automated Responses

Automated Routing

Automated Scheduling

Automatic Call Distribution

Automatic Outbound Dialer

Autoresponders

Auto Update

Availability Management

Batch Processing

Behavior Tracking

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Disposition

Caller ID

Call Monitoring

Call Recording

Call Routing

Call Scheduling

Call Scripting

Call Tracking Metrics

Campaign Management

Campaign Personalization

Campaign Planning

Campaign Specific Signature

Canned Responses

CAN-SPAM Compliance

Channel Management

Churn Management

Click Tracking

Client Database

Client Management

Client Tracking

Communication Management

Computer Telephony Integration

Confirmations/Reminders

Contact Database

Contact Management

Content Creation

Content Delivery

Content Management

Conversion Rate Optimization

Conversion Tracking

Customer Database

Customer Engagement

Customer History

Customer Management

Customer Segmentation

Customer Social Profiles

Customer Support

Customizable Branding

Customizable CTAs

Customizable Fields

Customizable Forms

Customizable Templates

Customization

Dashboard

Data Import/Export

Data Management

Data Synchronization

Deal 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

Feedback Management

File Sharing

For AEC Industry

Forecasting

For Insurance Industry

For iPad Devices

Form Builder

For Nonprofits

For Real Estate

For Sales Teams/Organizations

Reviews for EngageBay CRM come from a wide variety of industries, including Marketing and Advertising (14% of reviewers), Information Technology and Services (12%), and Computer Software (6%). The most frequent use case for EngageBay CRM cited by reviewers is CRM (59% of reviewers).

Users and use cases

Most users consider EngageBay CRM to offer strong value for money, praising its affordable pricing and generous free plan. Some reviewers feel advanced features are costly, and a few users report confusion around pricing and extra charges.

Value for money

The EngageBay CRM integrations most frequently cited by reviewers are: Zapier (an integration product rated 4.7 out of 5 for its integration with EngageBay CRM), Twilio (a SMS marketing product, 4.7), and LinkedIn for Business (a contact management product, 4.5).

Integrations

EngageBay CRM is a CRM program with key features that include contact database, email campaign management, lead management, marketing automation, sales pipeline management, and more.

Proprietary

EngageBay CRM

Web-based

iPad

iPhone

Android

Windows

Free

Basic

Growth

Marketing Manager

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.

Administrator

It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.

Data management features seem solid and cover most of what we need, although we are still exploring the platform and expect it will take a bit more time to fully understand and optimize how everything works for our use case.​

The interface and data management tools do the job, but they are not always as intuitive or streamlined as they could be, so it sometimes takes extra clicks and trial-and-error to find or configure what is needed.

It lacks advanced analytics and reporting and the mobile app lacks all the features making it difficult to access anywhere

There is still a bit of a learning curve with the interface and data management, but once the basics are set up, it works reliably for day-to-day outreach and follow-ups.​

I was juggling multiple tools for email lead tracking and follow-ups, which was not only confusing but also incredibly time-consuming

Investment Advisor Representative

EngageBay gives  us tools to manage donors, run campaigns, and stay connected with volunteers  all without the heavy costs of other CRMs.

Manager

The Engagebay Team provides excellent assistance for the CRM system, which satisfies all of our needs. Because the platform offers excellent automation for forms, landing pages, and emails, it's a great substitute.

Marketing Director

EngageBay's CRM integrates well with its marketing and sales module and it helps me manage  my entire sales pipleline, track deals and organize customer information with an ease.

Marketing

EngageBay CRM, some of its commonly praised features include its all-in-one nature (combining marketing, sales, and service tools), its affordability compared to some competitors, and its user-friendly interface.  

Systems and Support Administrator

It can be quite annoying when you have to update something small but in multiple email templates/forms and you have to open one at a time, rather than opening them all in their individual tabs nice and quickly.

KAM Spain

Very handy for me as the only sales person to build the contact database, set follow up tasks and keep track of proposals, deals (targets) and email conversations.

Account manager

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.

Not being able to open things like email templates and forms in a new tab quickly and efficiently would be my biggest con.  

There are a few missing features which would seem to be obvious, eg. not being able to sort on every column of data or only having the client's first name listed in some places when having both names would be more helpful or not having the ability to insert an email link into their templates.

Product manager

I was particularly impressed with its all-in-one capabilities, combining CRM, marketing automation, email marketing, and customer support in a single platform

EngageBay is an All in one CRM that offers marketing and sales features along with service desk and live chat.

Founder

Its user-friendly interface and affordability make it accessible for small and medium-sized businesses, and the integration capabilities enhance overall efficiency.

What I liked least about EngageBay CRM is that its advanced features, such as reporting and analytics, can feel limited compared to larger CRM platforms.

The most disappointing feature was automations, where they have only limited things that can trigger an automation and limited choices for what the automation can do.  

Managing Director

The issue is that given the number of bugs and the unreliable marketing automation stats, it's difficult to have trust in the product.

Overall, EngageBay CRM is a solid option for small to medium businesses seeking an affordable, user-friendly platform that covers marketing, sales, and customer service in one place.

I also appreciate that it’s an all-in-one solution, offering tools for marketing, sales, and customer support in a single platform.

Excellent to capture new leads via the inquiry or contact form, it's automatically sends new leads in it's pipeline where leads can be managed

Professor

I have been using it for a few months now I and I like the contact management, Email marketing and automations.

Director

All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform.

What I liked least about EngageBay CRM is that it doesn’t integrate with many third-party software applications, which is critical for our business needs.

Consultant

The platform offers excellent automation for emails, landing pages, and forms, making it a great alternative.

Digital Marketing Strategist Consultant

Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

AGENCY

Having the ability to delete and then add links, tabs, and menus to items that aren't in use would be convenient.

Digital Marketing Associate

Can't design emails for campaigns on the go, can't include existing email campaigns in workflows.

Business Head

The customization options are also great, allowing us to tailor the chat experience to match our brand.

Founder and CEO

Our agency manage multiple clients pipelines and EngageBay keeps us organized.

Digital Marketing Coordinator

All good providing the perfect solution for Email Marketing with bunch of ready template, easy navigation and perfect designs.

I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles.

Social Media Manager

While Engagebay provides reporting and analytics tools, some users may find them lacking in depth and customization options.

Founder, Managing Director

You have to pay separately for website tracking, which wasn’t disclosed when I spent more than $2k purchasing the software.

President

The ability to create multiple landing pages to support a variety of lead magnets.

This is a major issue for my business and budget for the upfront expense, which is supposed to be an affordable alternative to HubSpot.

Nothing is straightforward, there are numerous bugs and poor design decisions, ticket views are unreliable (sometimes do not show all matches!).

There is also no integration with Outlook unless you use the web version, which is a big deal considering how prevalent Outlook is used in business.

Additionally, there can be a bit of a learning curve when setting up automation, and the interface, while user-friendly, could benefit from more modern design elements.

Design and Marketing Manager

The ability to have all our marketing, sales, and support tools in one place is a huge time-saver.

Operations Marketing

The live chat feature is a lifesaver and the support resources like articles, youtube videos are incredibly valuable.

It pretty much has everything you would want in a CRM and marketing automation platform.

EngageBay CRM vs Clari Copilot Comparison (2026)

EngageBay CRM

Clari Copilot

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives