EngageBay CRM - 2026 Pricing, Features, Reviews & Alternatives

Reviewers appreciate EngageBay CRM's Contact Database for its ease of use, customization options, and seamless integration with third-party vendors and CSV files. They find it valuable for organizing contacts, creating lists, and managing custom fields without coding. Users report the ability to filter, sort, and tag contacts efficiently. They highlight the fast performance and user-friendly interface, though some mention a desire for automated duplication notifications and better integration with Stripe. Of the 50 EngageBay CRM users who gave detailed accounts of their use of Contact Database, 100% rated this feature as important or highly important.

Users report that EngageBay CRM's Lead Capture capabilities are essential for maintaining a filled pipeline. They appreciate the various tools like landing pages, forms, and pop-ups for capturing leads. Reviewers indicate that the system integrates well with websites, including WordPress, and supports automation for lead distribution. They find the customization options for forms helpful, though some suggest improvements for calendar booking pages and additional integrations with Google Meet. Of the 25 EngageBay CRM users who gave detailed accounts of their use of Lead Capture, 100% rated this feature as important or highly important.

Reviewers highlight EngageBay CRM's Email Campaign Management for its user-friendly email builder, customizable templates, and automation options. They appreciate the ability to manage, target, and personalize campaigns easily. Users report that the system supports bulk email sending and tracking, though some mention the initial sending limit as a drawback. They find the capability essential for marketing, with useful filters and smart lists for efficient campaign management. Of the 51 EngageBay CRM users who gave detailed accounts of their use of Email Campaign Management, 98% rated this feature as important or highly important.

Users find EngageBay CRM's Lead Management capabilities intuitive and helpful for tracking and segmenting leads. They appreciate the customizable dashboard that centralizes data from emails, calls, and notes. Reviewers indicate that the automation capabilities reduce manual intervention, making it easier to nurture leads. They highlight the ability to score leads and track their progress through the sales pipeline, though some suggest UI improvements for a better experience. Of the 25 EngageBay CRM users who gave detailed accounts of their use of Lead Management, 96% rated this feature as important or highly important.

See related user reviews

“These features help businesses nurture leads more effectively and automate repetitive tasks to save time.”

LS

Linda S.

Marketing

“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”

BM

Beni M.

CDO

“I did not find the value of what I was looking for, which was basically sales enablement and lead gen.”

Tasos N.

Growth

“It offers an efficient way to track leads and create powerful marketing campaigns.”

JC

JESICA C.

CEO and Founder

Reviewers indicate that EngageBay CRM's Contact Management is critical for tracking interactions and managing follow-ups. They appreciate the customizable tags, notes, and lists that help in organizing contacts. Users report that the system is easy to use, with capabilities for setting tasks, taking notes, and emailing within the platform. They find it helpful for managing large volumes of data and maintaining client relationships, though some mention challenges with list updates. Of the 42 EngageBay CRM users who gave detailed accounts of their use of Contact Management, 95% rated this feature as important or highly important.

Users report that EngageBay CRM's Sales Pipeline Management is valuable for tracking sales stages and managing deals. They appreciate the drag-and-drop interface and customization options. Reviewers highlight the ability to view pipelines in a Kanban view and automate deal processes. They find it easy to move deals through stages and make informed decisions. Some users suggest UI improvements and better integration with tasks for a more streamlined experience. Of the 26 EngageBay CRM users who gave detailed accounts of their use of Sales Pipeline Management, 88% rated this feature as important or highly important.