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EngageBay CRM Logo

EngageBay CRM

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Integrated sales & marketing software for growing teams

(89)

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EngageBay CRM Features

Features Summary

Functionality

4.6

/5

728

Total features

226

49 categories

EngageBay CRM features

A/B Testing
API
Access Controls/Permissions
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
Alerts/Escalation

Common features of CRM software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management

Price starts from

14.99

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.6

/5

728

Price starts from

14.99

/user

Per month

learn more

Total Features

226

Unique features

  • Call Routing

  • Source Tracking

  • Service Level Agreement (SLA) Management

  • Call Recording

Functionality

4.4

/5

16.8K

Price starts from

13

Per month

learn more

Total Features

160

Features in Common

98

Unique features

  • Data Analysis Tools

  • Online Store Builder

  • Mobile Survey

  • Customizable Reports

Functionality

4.4

/5

5.9K

Price starts from

15

/user

Per month

visit website

Total Features

103

Features in Common

74

Unique features

  • Social Media Monitoring

  • Audit Management

  • Website Publishing Options

  • Social Performance Management

Common EngageBay CRM comparisons

Reviewers who mentioned features said:

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David M.

Medical Devices, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Value and Service

Reviewed 2 years ago
Pros

It's developer-friendly - important when you want to customise something like a contact form or email. It's very easy to navigate and figure out. Support is great - very fast and helpful. It does so much for such a reasonable cost compared to competitors. Very stable and reliable.

Cons

Some features are a little rough around the edges - reporting, for example. It would be great to see their reporting capabilities improved. At the moment I rely on exporting raw csv data and transforming that data before I can report on it.

HS
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Himanshu S.

Computer Software, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Best hubspot alternative

Reviewed a month ago
Pros

Ease of setup and one click transfer from Hubspot

Cons

API Support is only available in higher paid plans.

PS
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Parminder S.

Education Management, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Customer Support

Reviewed 2 years ago

We are able to manage our customers and prospects well. With automations and workflows we are able to set up drip campaign which keep lead warmer and help in conversions. Email handling is very good, we are able to do email campaigns We are also using ticketing tool for customer support. Chat widget is good and used in our multiple sites. Loved pop up and messages displayed on my different sites , intelligent control through engage bay. If two step pop up capturing phone number with country code and email is given would really solve our business problem and improve our whatsapp integration

Pros

Found a very good customer support. My couple of issues were resolved realy fast appreciate same. Easy to use tool, workflows and automations are easy to set up and very useful

Cons

Additional email purchase is very very expensive. Would love this tool and blindly recommend to all of my community if additional email purchase can be reduced. One additional functionality which can be very useful for business can be scheduling a batch job to run workflow or automation on specific date and time or with specific frequency like daily or weekly. In forms phone number field need to be improved - country code should be captured correctly associated with main phone number

SP
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Sanjay P.

E-Learning, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Value for Money makes it an Excellent Replacement

Reviewed 9 months ago

Very happy with the product due to it's price point, overall customer support and features. Some things did take getting used to which would be true of any new product, but it is packed with features and functionality a lot of which we haven't even tapped into yet such as a built-in helpdesk suite. At the moment we're just using it for contact management, e-mail marketing, automation and some CRM features.

Pros

It is extremely feature rich, has very few limitations, one of the best customer support responses I've had with chat features to get issues addressed within a short time, accessibility of the team, unlimited tagging which is crucial to our way of doing business. It's an entire suite that one needs to use. We've still not used all the features and I'm looking forward to use and implement what we have access to as a product.

Cons

There is one pesky irritating thing and that is copy/pasting from a document like Word into the e-mail editor that destroys the formatting. To be fair this has been a problem with all of the ones I've used in the past as well.

HC
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Helen C.

Education Management, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good for a beginning company!

Reviewed a year ago

As an up and coming company we needed a CRM and EngageBay offers one with great customer service at a cost that is reasonable with more than just one feature available. No more are the days of a million spreadsheets!

Pros

Customer service is amazing! To do tasks help me stay on top of deals and leads. Cost is reasonable and customizable!

Cons

Stats can be difficult to analyze for marketing campaigns. Templates could use more design for marketing campaigns. Difficulty with organizing leads/companies, but there are enough work arounds that it is functional.

SL
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Shannon L.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The Best All-in-One Budget Friendly CRM Out There!

Reviewed 2 years ago

Overall, the tool has served our needs. Anytime I need to get help with something I don't understand or feel isn't working properly I can almost always get customer service help immediately through chat. They are always helpful and polite.

Pros

After having used several other CRM tools (Infusionsoft, HubSpot, and Insightly) investing in EngageBay was a no brainer to me. Why? It offers all of the "things" that most businesses need such as a robust CRM, Sales Pipeline, Email Automation, Calendar Tool, Email Marketing and MORE. I was paying so much more for all of these features with the other companies and wasn't using everything. It was a massive investment that just did not make sense. EngageBay makes sense.

Cons

There are a couple things that I enjoyed having access to in Hubspot that EngageBay does not do well, yet. Having the ability to customize my proposals would be a game changer. Currently, it's very limited in how you can pull this off in the proposals feature. I would also appreciate a more customizable calendar feature.

SB
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Sam B.

Marketing and Advertising, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good value CRM

Reviewed 4 months ago

Good

Pros

Landing pages Email templates

Cons

Needs further testing and development in places Mobile pages should be immediately created from landing page

RR
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Ricardo R.

Electrical/Electronic Manufacturing, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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EngageBay CRM, a useful tool for your business

Reviewed 9 months ago

In our case, we use the CRM module for sales and deals management . We use it dayly , is our tool for deals register , sales, win/loss oportunities, contact data, etc.. EngageBay platform provides a glance of our business development and help us to categorize our company priorities, track our goals, tasks, etc. I strongly recommend it for small business .

Pros

I like the easy use of the platform, the fast response. For example in the deals view you can add your customers´s logo, and other fields that you consider neccessary. This is very useful in order to have a quick view of your business . You can also generate csv reports from each account. The online support is polite, fast and efficient.

Cons

I would like more configurable options for sales reports and user experience interface. For example, change background colors, insert your company logo, reports from different fields. (For example customer hit rate report,etc)

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Malintha K.

Information Technology and Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Best CRM for Company can afford

Reviewed a year ago
Pros

All-in-one platform: EngageBay CRM combines CRM, marketing automation, and customer support in a single platform. This integration allows businesses to have a holistic view of their customer interactions and streamline their processes.Ease of use: Users have found EngageBay CRM to be intuitive and user-friendly. The platform provides a clean and organized interface, making it easy to navigate and access...

Cons

Customization limitations: Some users have mentioned that EngageBay CRM could benefit from more advanced customization options. While the platform offers a good range of features, some users have expressed the desire for greater flexibility in tailoring the CRM to their specific business processes.Integration options: Although EngageBay CRM integrates with popular third-party applications such as Gmail,...

SM
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Sian M.

Online Media, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Sophisticated Software

Reviewed 4 years ago

We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Pros

How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

Cons

The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

Vendor response

Thanks for the review Sian.

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Pierpaolo V.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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I've tried it, but now it's our official automation platform...

Reviewed 4 years ago

I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...). Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).

Pros

Quick and easy to use. All very easy. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).

Cons

It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap). Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.

Vendor response

Thanks for the review and feedback Pierpaolo Villano.

AR
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Verified reviewer

Online Media, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Indeed an All-In-One CRM tool!

Reviewed 10 months ago

EngageBay offers a positive experience for small to medium-sized businesses with its user-friendly, all-in-one platform and affordable pricing. It seamlessly integrates email marketing and CRM, with automation capabilities enhancing productivity. However, it may lack some advanced features and could have scalability limitations for larger enterprises. Overall, it's a valuable solution for streamlining operations and improving customer engagement.

Pros

All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations.User-friendly interface: The platform is designed to be intuitive, making it easy for users to navigate and adopt the software quickly.Affordable pricing: EngageBay provides cost-effective plans suitable for startups and small to medium-sized businesses.Automation capabilities: Automation features help save time and effort in repetitive tasks, improving productivity.Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient communication.

Cons

Limited advanced features: Some advanced functionalities found in more robust platforms might be lacking in EngageBay.Learning curve for complex automation: Although user-friendly, setting up intricate automation sequences may require some learning.Reporting and analytics: The reporting features may not be as comprehensive as some other specialized analytics tools.Customization limitations: Customization options might be restricted, limiting businesses with unique needs.Scalability concerns: Larger enterprises with complex requirements may outgrow EngageBay's capabilities over time.

MM
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Marcello M.

Information Technology and Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A Magic wand

Reviewed 4 years ago

I am very satisfied with EngageBay, I see my company as advanced user of EB, when we got stuck with something, they are always ready to listen and enhance the tool to achieve the desided feature and make the tool even better!

Pros

Easy of use, easy of implement, easy of integrate!

Cons

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics

Vendor response

Thanks for the review Marcello. Our landing pages can now support reusable headers and footers. We have developed this feature and it is currently in QA and should go live in a couple of days. We already have the feature to build new landing templates from scratch. You can also code your own ones too. Please check it out and we would glad to help if needed.

MB
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Martin B.

Events Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome all-in-one CRM/Marketing/do-it-all

Reviewed a year ago

Very good alternative to much more expensive tools such as Hubspot. New interface is very slick and honestly I don't know why anyone would choose anything else for marketing, contact management, sales pipeline, task management, product catalogue, landing page management, user tracking, emailing tool...

Pros

Very simple to use marketing suite, linked with database, automations, repository, sales management... you name it it probably does it.

Cons

Task management is a bit weak but they constantly improve.The stats dashbo

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Tom W.

Marketing and Advertising, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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It Keeps Getting Better

Reviewed 2 years ago

This software made my day, month, and year. Everything is easier now.

Pros

We started out looking for an affordable CRM/Email Marketing System that didn't charge by # of Contacts. EngageBay was the most affordable of those we found, but since we had never heard of it, we were skeptical it would be very useful. We were so wrong. This is one of those products that gets better, not worse, the more you dig in into it. It feels like I know a secret that no one else knows. IT...

Cons

I can't think of anything yet. We're still on the Honeymoon.

AM
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Alex M.

Information Technology and Services, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Bang for your buck compared to other CRM's

Reviewed 10 months ago

We have saved so much money for a near 1:1 experience compared to our previous CRM. Email marketing and web page building are easier than before too. Overall, i'm very happy.

Pros

Engagebay offers most of the same features as competitors but at a fraction of the price. Landing page and Email campaign builders are simply the easiest to use to make professional emails. These are the best features of Engagebay for sure, as well as custom fields and contact management - they're great too

Cons

I would like to see a better contact scoring system implemented, to make it more general, rather than linking to individual email campaigns. Adding a 'Clicked a link containing..." would also be a great feature for the scoring system.

GV
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Gerald V.

Marketing and Advertising, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Value, Efficiency and Productivity

Reviewed 7 months ago

The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place

Pros

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Cons

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

SB
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Stephen B.

Nonprofit Organization Management, 1-10 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good software - be sure to know your needs

Reviewed a year ago

Overall experience was very good. EngageBay is not a bad product at all. There are a lot of options available and the support is great.

Pros

I mainly used EngageBay to track contacts and for emails (broadcast emails, etc). Contact management was easy to follow and use. I really appreciated the training videos. The chat support has always been very helpful when needed.

Cons

Email templates were okay. . just okay, but customizable. Over the last couple of years, I anticipated more of a variety added that what has been. Pricing is okay. This is where I recommend that you know what you need and compare to pricing of other packages. You will find that EngageBay is competitive (I have the all in one), but I have to ask what I really use and need for the price. Also, be aware that the amount of emails to send are limited when you first start and you have to 'warm up'. I did not realize that and it delayed some aspects for me.

NG
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Nuran G.

Education Management, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I am in love with the Platform

Reviewed a month ago
Pros

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Cons

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

HE
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Hans E.

Luxury Goods & Jewelry, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Our number-one-choice of CRM-systems

Reviewed 2 years ago

Engagebay is incredibly user friendly and offers an incredible amount of functions, with all of them having been implemented very well. While other CRMs only offer sales functions for a high price, without further marketing campaign management, Engagebay does all that for a low price.

Pros

- Smart and user-friendly interface - Incredible functionality - Highly cost effective - Instant customer support - Encompassing Marketing and Sales management, all in one - Great storage capacity for contacts, images, etc.

Cons

Perhaps some optimization of contact management, other than that nothing really.

AR
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Verified reviewer

E-Learning, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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crm for all your business needs

Reviewed a year ago
Pros

EngageBay CRM is a user-friendly tool, even a tech noob could navigate through it like a pro. The interface is sleek, intuitive, and not overloaded with unnecessary bells and whistles. the customization options are great! I could tailor the CRM to fit my business needs, creating personalized pipelines and custom fields. also with the email marketing tools, Designing and sending out engaging emails was a breeze, and the analytics helped me track their performance. EngageBay CRM just made my life easier.

Cons

the mobile app could use a little better. it's functional and gets the job done, but it lacks some of the advanced features and smoothness of the desktop version.

Vendor response

Hi, Thanks for sharing your feedback. We are working on an updated version of the mobile app and it would be launched soon. We will notify you once it is live.

AR
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Verified reviewer

Apparel & Fashion, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I'm really like my EngageBay CRM

Reviewed 6 months ago

I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me improve my CRM significantly. I love that EngageBay CRM is easy to use. The user interface is simple and easy to understand, making it easy to navigate between pages and functions

Pros

The app provides a range of reports and analytics that help users better understand their data

Cons

Customer support 24 hours a day, 7 days a week, but may not be enough for companies that need immediate help. For example, phone customer support or live chat may not be available

FA
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Fırat A.

Information Technology and Services, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Commentary on my great results

Reviewed a year ago

EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.

Pros

This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.

Cons

It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.

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Aman Preet S.

Automotive, 10,001+ employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Pros and cons of EngageBay

Reviewed a year ago

Overall experience was quite good with EngageBay as it helped us with the tool that we needed for the priority basis other than average customer support everything was worth to chose EngageBay

Pros

There were 2 main features because of what we chose EngageBay over other CRMs i.e email marketing (bulk email management tool) and ticketing system (mainly for IT infrastructure issues).EngageBay was quite handy and smooth to operate in both of these features that fulfilled our current requirements.

Cons

The only con that we as a team experienced was the customer support was not that reliable as at times we were getting late responses from customer support team and taking more time as expected to resolve the issue.

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Mansur S.

Business Supplies and Equipment, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

A Comprehensive and Easy-to-Use CRM Platform

Reviewed a year ago

Overall, EngageBay is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs.

Pros

My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.

Cons

My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.