Teamgate vs EngageBay CRM

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

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.

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.

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.

A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently.

Sales Pipeline Management

Calendar Management

Reporting/Analytics

Workflow Management

Task Management

Quotes/Estimates

Email Management

Territory Management

Teamgate

Web-based

iPhone

Linux

Windows

iPad

Android

Pipedrive

Close

Salesforce Starter

Mailchimp

monday CRM

Freshsales

Zendesk Suite

Starter

Teams

Growth

Its intuitive UI, powerful sales pipeline management, and in-depth analytics allow our team to make data-driven decisions swiftly.

Consultant

You do feel like you have the support you need and the right product to manage your customers and your sales pipeline in a really structured manner.

Teamgate has been a game-changer for our sales processes at Appsembler.

Finance and Logistics manager

What I’ve liked most is how thoroughly Teamgate covers every aspect of our sales process.

Cannot recommend highly enough for a CRM system for small to medium businesses.   

owner

user friendly, organized most items needed are available to customize.

There are some excellent integrations available.

Anything I felt was missing is already being addressed and will be added in the near future.

need app access we are not always at a computer

Parter

The Xero/Quickbooks integration makes it really easy to handle renewals and closed won (have they paid yet? When did they pay), while the inbuilt SMS capability gives you access to email and SMS out of the box for lead management - SMS is the most opened communication channel in the world.

Director of Operations

Clean and intuitive UI, quick and effective responses to support requests, allows useful customizations, great analytics, powerful when used with the allowed integrations and zapier.

Sales and Marketing Manager

I think some of the export features can be tricky to pull but you are able to see all the information in insights or the dashboard.

It’s been a huge help in keeping things organised and efficient!

Production Manager

A user-friendly customer relationship management system called Teamgate CRM provides a number of features that are intended to assist organizations in managing their customer contacts, sales pipelines, and marketing initiatives. Because of the platform's high degree of adaptability, firms of all sizes and in all sectors can use it effectively.

Digital Content Creator

Easy to use, with excellent customer support that resolves issues quickly.

Teamgate offers exceptional value with a low price but delivers a high-quality experience.

I highly recommend Teamgate for any organization looking to optimize its sales operations.

Director Of Operations

I much prefer Teamgate's customisable card-based UI where the most vital information is clearly displayed at a glance (next follow-up task set, contact details & category).

Sales advisor

Senior Regional Accountant

This tool allows us to be aware of and maintain control of the production process, where we can collect documents and customer data, analyze the evolution of sales through reports and statistics that manage production and financial growth each month, and we can maintain a management of the workflow.

Director of Regional Operations

Overall this is a company that can support businesses at scale, yet nimble enough to deliver exceptional customer service.

Everything’s easy to manage, no unnecessary functions.

Zapier and Intercom integrations allows for the targeting of hot leads in a quick and timely manner.

Email integration, task management, and lead history being all in one place facilitates a smooth transition when going through leads.

This enables sales teams to organize their responsibilities effectively and locate the information they require promptly.

I feel like I have more control now and can fix conversion rate blockages with process experiments, or see who isn't performing and take action.

Chief Operating Officer

Migrating data was time-consuming and frustrating at times, but their team spent significant time assisting with this process to ease the pain and get it up and running with minimal downtime

Having interacted with a few other CRM's, I'm most impressed and genuinely happy working with such a great group of people bringing clean water into the homes of America!

Consistency = sales velocity, and for us this tool does a far better job of keeping us executing what we know works (but we don't always do) than Pipedrive did.

The user-friendly, aesthetically pleasing, and intuitive user interface of Teamgate CRM is one of its most notable qualities.

This makes it so much more efficient to manage my sales pipeline.

The Teamgate team quickly addressed every single issue that I had with my past CRM and I got set up very smoothly.

Owner

Sales pipelines are extremely easy to follow and gives a transparent view to all team members.

It can be as complicated as you need it to be or as simple as you want it as well.

Managing Director 

For me, the most important thing about this software is it is easy to use and has pretty clear instructions.

Finally, dashboard insights actually help see what's going on.

The best part so far is the in-depth assistance from their team.

They are a great team who are always looking for ways to improve!

Office Administrator

Easy to use, the best CRM for SaaS on the market!

Ease of Use

Sales Pipeline

Sales Process

Customer Support

Product Improvements

Team Collaboration

Small Business

Customization

Integrations

Integration and Automation

Freelancers

Large Enterprises

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

Segmentation

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).

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

HubSpot Marketing Hub

ActiveCampaign

Agile CRM

Keap

Constant Contact

Pipeline CRM

Brevo

Insightly

GetResponse

Moosend

Capsule

Free

Basic

Email sending limitations and issues

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.

49% of reviewers feel negative about EngageBay’s email sending functionality. Some users report frustration with daily email send limits, which restrict the number of contacts they can reach and hinder campaign scalability. Reviewers indicate that emails often land in spam or junk folders, reducing deliverability and campaign effectiveness. They mention delays in sending broadcasts, formatting problems in the email editor, and difficulties syncing with other email services. Some users say the process for setting up sequences is cumbersome, and additional email capacity is costly, making bulk email marketing challenging.

Frequent bugs and system clunkiness

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.

Virtual Assistant

There is a noticeable lack of troubleshooting documentation available for common problems, which can be frustrating for users who are experiencing issues and need to resolve them quickly.

47% of reviewers feel negative about EngageBay’s bugs and technical issues. Some users report that the platform can be slow, with occasional lags and delays in loading pages or updating data. Reviewers mention experiencing various bugs, such as unreliable automation stats, glitches in ticket views, and lost progress due to unsaved changes. They find the interface clunky at times and note a lack of comprehensive troubleshooting documentation, which makes resolving issues more difficult. Some users say these problems disrupt their workflow and reduce trust in the platform’s reliability.

Comprehensive lead management tools

With Engage Bay, we manage to reach our most valuable, qualified leads, as well as to retain most of our customers, despite our limited number of staff. With most of the marketing and sales processes become automated, we could easily scale up our operation.

Director of Sales

The software makes  tracking sales pipelines and categorizing leads very easy.  

95% of reviewers feel positive about EngageBay’s lead management capabilities. Reviewers indicate that the platform offers a variety of tools for capturing, segmenting, and nurturing leads, which they find essential for driving conversions. Some users say that automation features, such as drip campaigns and workflows, help keep leads engaged and save time on repetitive tasks. They find it easy to track sales pipelines, categorize leads, and analyze data through interactive dashboards. Reviewers appreciate that these features enable them to organize and follow up with prospects more effectively, supporting business growth.

Affordable solution for small firms

Marketing

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.

Marketing Head

All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.

96% of reviewers feel positive about EngageBay’s suitability for small businesses. Some users report that the platform’s affordable pricing allows startups and small companies to access comprehensive CRM and marketing tools without straining their budgets. Reviewers appreciate that EngageBay combines marketing, sales, and customer service features in one place, making it easier to manage operations efficiently. They say the platform is user-friendly and scales well as their business grows. Some reviewers find that the range of features and flexible plans fit the needs of businesses with limited resources, helping them remain competitive.

Responsive and helpful support team

Director Of Development 

We had some special requirements for our custom CRM and the team was very helpful in getting new functions create for us and made sure we were taken care if we had any issues or concerns.

94% of reviewers feel positive about EngageBay’s customer support. Some users say the support team is consistently responsive, patient, and willing to assist with onboarding or troubleshooting. Reviewers appreciate having access to live chat and quick answers, which helps them resolve issues efficiently. They find that support staff are attentive to both technical and non-technical users, often providing personalized assistance. Some reviewers mention that reliable customer service is a key factor in their decision to use EngageBay, as it ensures they can maximize the platform’s potential without significant downtime.

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.

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.

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.  

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

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.

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.

President

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

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

Teamgate vs EngageBay CRM Comparison (2026)

Teamgate

EngageBay CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives