EngageBay is Integrated marketing, sales, and service software with free CRM for growing companies.
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales & service automation platform with free CRM, built to grow small businesses and startups.
EngageBay's Email Marketing platform helps you grow your business with intelligent, powerful email marketing. The Marketing Automation suite helps you save time, nurture your audience and automate routine, manual tasks.
With free CRM and Sales Automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life.
And finally, with the Live Chat & Helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize and solve customer support tickets in minutes.
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
EngageBay currently scores 92/100 in the CRM category. This is based on user satisfaction (93/100), press buzz (50/100), and other relevant information on EngageBay gathered from around the web.
| The score for this software has stayed the same over the past month. What is this? |
Editors' Review by the CRM Software Review Team
EngageBay is an all-in-one, fully integrated CRM, marketing, sales and support software solution that is tailored to assist small and medium-sized businesses to capture, engage and convert leads (website visitors) into satisfied customers.
EngageBay offers a comprehensive set of features that allow you to efficiently manage your marketing initiatives, sales processes, support services and customer relationships via a full stack of marketing, sales, support service and CRM automation functions to help scale your business operation. It is a cloud-based solution that’s designed to let you implement a wide variety of tools to create and nurture relationships with your target customers, keep them engaged and satisfied by providing a good customer experience and retain most of them.
This software solution is ideal for small and medium-sized enterprises that need a more affordable or reasonably priced all-in-one marketing, sales, CRM and service platform for capturing, nurturing and converting leads and website visitors into paying customers.
EngageBay is expertly designed to integrate marketing, sales and service processes into a single, centralized platform. It is considered by many industry professionals and experts as an impressive alternative to more expensive and complex business process solutions. The software works by giving you the ability to automate many of the business processes and routines that you deal with on a daily basis, resulting in you and your team having more time and energy to focus on other important aspects of your business.
The main purpose for implementing this type of software is to capture and engage website visitors, providing you and your team with leads that, when used effectively, can be converted into loyal customers.
EngageBay offers a wide range of applications and tools for landing pages, as well as lead management. This particular software can also facilitate internal processes with tools for contact management, assignable tasks, deal pipeline and a scheduler. All this should allow you to efficiently manage your business operation in one location.
EngageBay also provides CRM and support modules that are equipped with various service tools like helpdesk, knowledgebase, ticketing and customer feedback, just to name a few. Additionally, the software allows you to automate many of your CRM processes, which should help you save time and effort for the more meaningful interactions you’re going to do later on. With EngageBay and its CRM feature, manual data entry is kept at the bare minimum to give your team more time to tackle other tasks and processes. The same can also be stated with the software’s marketing, sales and service modules.
EngageBay is a comprehensive all-in-one automation solution for marketing, sales and service, integrated with a user-friendly, fully functional customer relationship management (CRM) system. Its feature sets can be divided into three main categories: marketing bay, CRM & sales bay and service bay.
EngageBay’s marketing solution provides users with a robust and easy-to-use toolkit. It gives users an end-to-end view of their customer’s journey, allowing them to capture and obtain valuable insights into their target audience. EngageBay’s marketing module comes with features like social media marketing, email marketing, multi-channel marketing, lead conversion tools and marketing automation.
With the social media marketing feature, you will be able to manage all your company’s social media content from a single platform and schedule when they should be uploaded and shared to your followers and target audiences. The social media marketing function also comes with a tool that enables you to create a stream and keep up with specific content types on all your social networks.
The multi-channel marketing feature is arguably one of the key factors that differentiate EngageBay from other similar software solutions in the market. This feature provides tools that allow you to create as well as automate various applications, including push notifications, SMS and site messages—all of which can be done with just a few clicks of the mouse button.
The lead conversion feature, on the other hand, is designed to make things easier when creating online forms and landing pages for capturing leads. It comes with EngageBay’s intuitive builder tool and a vast library of professional-looking templates. With these tools, you will be able to easily and efficiently convert your forms and/or landing pages to suit your specific branding. You can also optimize them according to real-time data.
The CRM and sales module of EngageBay is designed to help you and your team build better customer relationships and monitor deals in your sales pipeline. This particular module comes with features and tools such as contact management, appointment scheduling, automated data entry, reporting, visual deal pipeline, task management, team engagement and email tracking.
The visual deal pipeline, for example, is a feature that enables you to easily visualize the overall health and status of your sales pipeline, from newly captured leads all the way to the closing stages of the sales process. All of this is done through the easy-to-navigate and intuitive EngageBay dashboard.
The automated data entry function is designed to eliminate, or at least minimize, manual entry tasks, which can help save you a lot of time and effort. This is because all of your calls, emails, notes and even your lead progress are automatically tracked and stored in a secure location for you to access and view on demand.
The reporting function allows you to have a centralized location for all the relevant data you will need to make informed decisions for your sales strategy. Deal analysis, task assignments, call breakdowns and sales forecasting can be accessed, viewed and reported on through this feature.
EngageBay’s service module allows you to provide a quality helpdesk for your customer base. This particular module lets you and your team monitor, prioritize and provide effective solutions to issues and concerns your customers might have with your product and/or service through customer support tickets. All processes and tasks are conducted through a user-friendly central dashboard.
This particular module comes with features like live chat, support ticket visibility, support groups, service quality rules and response templates. EngageBay’s service module effectively completes its product suite, which brings together all of your company’s marketing, sales, customer success data and activities all in one cohesive platform.
EngageBay’s fully integrated marketing, sales, CRM and service suite offers a wide range of advantages to any business, regardless of its size or scale of operation. However, there are three main benefits that are worth mentioning. These are the following:
As previously stated, EngageBay is a fully integrated marketing, sales, CRM and service solution, which means it has all the tools and applications needed to perform various tasks and processes in one convenient place. Everything you require to effectively reach out and engage your leads and existing customers, increase web traffic and improve your sales are all available in this one comprehensive platform.
With a comprehensive feature set, the functionality and level of service provided by EngageBay is perhaps one of the most affordable integrated solutions in the market with marketing, sales, CRM and service functionalities. It offers a robust set of features and capabilities, including lead management, funnel management, marketing automation, customer relationship management and many more.
EngageBay is a comprehensive and dynamic cloud-based solution, but it doesn’t require a hefty initial investment compared to other premium sales and marketing platforms with similar features and capabilities.
Marketing, sales, CRM and support services are already highly complicated and time-consuming processes on their own. Tackling all of them without the right software solution is almost impossible in this day and age. EngageBay's fully integrated solutions make all of these processes more doable. The platform makes it all seamless and easier to manage.
Due to its user-friendly design, EngageBay doesn’t require its users to be technically knowledgeable or experienced. While there is indeed a slight learning curve, it doesn’t present much of a challenge or hindrance, even for inexperienced users.
EngageBay follows a subscription-based model with different pricing plans available for each product offering. There is the All-in-One package that starts at $8.99/user/month for the Basic plan (paid biennially), the Marketing package that starts at $7.79/user/month (biennial) and the CRM & Sales package that also starts at $7.79/user/month (biennial) with the Basic plan. A Service package is also available with free help desk and live chat for support teams.
All packages come with free plans for up to 1000 contacts and branded emails per month. The free plan also comes with a wide variety of features like email marketing, email broadcast, lead grabbers, autoresponders, CRM, helpdesk, landing pages, live chat and more. You may visit the vendor’s official website for more information about their pricing.
EngageBay is a robust all-in-one marketing, sales, CRM and service solution that effectively combines email marketing, social media engagement, lead generation, marketing automation and customer relationship management in a single, cohesive platform. This web-based solution is designed to help small to medium-sized businesses capture, engage, nurture, manage and close leads. It gives users the tools they need to efficiently build successful email campaigns and automate marketing tasks and sales funnels.
EngageBay, with all of its features and capabilities, can be implemented to facilitate growing leads, develop and automate the distribution strategy of email marketing content, as well as manage customer relationships with its built-in CRM solution.
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in March 2025.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...
FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdfYes.
Windows and iOS.
Yes
Integrates with many apps
Yes
EngageBay offers a full 360 degree feature set including email marketing campaigns, customizable web forms, a powerful landing page builder, marketing automation, email sequences, social media monitoring, a powerful content management system, helpdesk ticketing, macros, and more.
B2B, SMB, Solopreneurs
NA
The sentiment map shows a snapshot of how Crozdesk users have rated EngageBay over time. It shows how existing users see EngageBay with regards to its usefulness, ease of use, value for money and customer service.
Recent
Older 
Engagebay has grew on me. It eases my workflow from planning to implementation. Automation is something I just learned coz I use to do things manually and relied only on social media. It really changed my perspective on CRM's and marketing tools. I can easily schedule appointments here. I can adjust and develop my email marketing flows and helps me generate leads quickly and easily. Also, the analytics comes in so handy, it gives me a better view of how everything is going as it is detailed enough for me. Plus, it is more affordable than other CRM or marketing tools.
It is just making things less of a stress and I get to enjoy more of marketing and sales with just this.
I can't find any faults or issues at the moment. Because it is user friendly, so I easily adapt to the interface of the platform and all the components Im using are the ones I only need.
So far they have been doing great for me. And if I have any questions, I can easily message the support team.
What I like about using Engagebay, aside that it's an affordable, It's a great alternative for sales, marketing and service tool. It does its job so well for the price. I'm able to build my traffic and reached out to many prospects and customers.
The free CRM is a big win! You get features that highly helps you out especially if you're a startup or an SBM. We're glad we got to use this feature coz it made it easier for us to get things done.
Simply put, it is a powerful platform. And it has helped us attain our goals we needed to get.
I've used the features I needed. So far, everything has been doing good for me. It's able to do the job i needed it to do.
I'm make pottery and sell them. It's been hard lately to drive across regions to sell and deliver. So started to go online, which im very new to it. But when I learned and used Engagebay, it made selling online easier. Helped me reach customers better than doing the old traditional way.
What i like about Engagebay is the leverage i get from using it. It eases up our marketing and sales perspective through the automation it provides. I get to integrate other platforms which helps a lot in building our pipelines. Adding to the interest is the interface, which makes it easier to use. And the price is just right in comparison to the ROI we get.
There's not much to dislike at the moment. I've been using the tools that directly relates and specific to my needs.
I've mostly used in for our marketing since it's one area we've been wanting to develop to acquire more leads.
Results are always important, that’s why I love the analytics on this platform. It gives us a wide perspective of how we’re doing with marketing and sales. It gives off a good detail on the things that has been done and things it has done.
I haven’t used all the feature it has. But so far, for the ones that I did, it has helped me get through with my concerns. I think I can’t find anything to dislike about it for the time being.
We mostly used it for appointment scheduling, CRM database, contact management and landing pages. The automation was a big help and got us good results.
Simply put, AN AMAZING TOOL! I’ve had lots of tools open on tab simultaneously. And there are times that I get confused because of that. But with EngageBay, everything is there. It’s more organized and efficient than having to open lots of tabs and lots of different tools. Plus, it’s more affordable according to its features.
I dont know if I can find any. I’ve used a lot of tools, I easily find positive insights on each of them because they each have unique use and each answers to my needs.
Using EngageBay made me more efficient, saving time and effort and my marketing strategies are getting better.
I've been using Engagebay for over 3 months and I just love to use it. The interface is so easy to understand and customize. When I had some questions about how to set up a new marketing campaign, their customer service helpline was very helpful. I highly recommend this software to anyone in the digital marketing or CRM space.
The complexity on its pricing page is sometimes confusing. It may be good if they price it on a per user and contacts but giving all the functionality across all plans.
I like the fact that it is a complete system I can use to grow my business and it is affordable. Honestly, when we started this I am having difficulty finding all the functions I need to start the business. I tried combining a couple of tools but they won't fit the way they are needed. Luckily, I came across EngageBay and it has everything I need and more.
What I don’t like is the fact that it is not very popular yet. I really want everyone to know its existence. It will make the platform more stable and probably have more functions as it grows. That is why I am making this review. To make more people know about EngageBay.
The system is able to get us started Digitally. We have been doing things online for a bit but it is more of a manual process. The system helped us reach a new level of running our business. We have been aware of a similar system but our budget is not enough to get those solutions. I am really glad to have this system.
The features it has puts it at par with the giants of the CRM like Hubspot, Salesforce, Dynamics 365, and the like. The growth and potential are immense. I first saw this in 2018 and it was a useful but really basic system. To my surprise when I saw the system again in 2020. It is a sophisticated highly functional state-of-the-art all-in-one digital marketing system. I was looking for a system that can support the business needs that I can afford especially when the pandemic hits. I was really amazed at how much growth it has in just 2 years. Above all, it remained very affordable. It is a fraction of the price of a system with a quarter of its functions.
This system practically saved me, so I cannot think of anything I dislike about it for ow. Maybe further growth and development so that it will match top platforms or even get better.
EngageBay allowed me to support my business needs during hard times by having a lot of sophisticated features and being really affordable at the same time.
I am an entrepreneur for a long time. Way before the Internet. In the past years, I have to get my business on the Internet too, to keep up with the times. I find a lot of things difficult in handling the technology. Also, a lot of helpful tools seem to cost a lot. However, I still have to get them since it makes my business more efficient. I thought it’s always that way. However, EngageBay showed me a one-of-a-kind solution. Something I find understandable, really affordable, and can handle all my businesses in one platform. It allows me to see the data I need. How many people are inquiring, where they are from, how many are buying and what have they bought. Data that allows me to see how well my businesses are doing ad how can I improve them. The system allowed me to automate much of the engagements and track all transactions, whether it be part of automation or manually done, like phone calls, emails, chat conversations, and the like. Enabling me to focus on making sound business decisions.
I am old and not very tech-savvy. However, I am interested in any information that furthers my business. With that being said. I really like to know more about EngageBay and all its features. I feel like I am only seeing the tip of the iceberg and I notice there are still a lot of features I am not utilizing. However, I can’t find decent documentation about much of it. I think more articles and video tutorials will be great for us all.
EngageBay empowered me to utilize the power of digital marketing with an accurate data gathering system which enabled me in making business decisions that count. The system allowed me to keep track of automated and manual engagements and transactions. Giving me a clear picture of how the business is doing and what opportunities we can explore for growth and improvement.
I am a student and a Vlog content developer. In fact, I have my own youtube channel with a significant amount of followers. It really makes me happy when my followers express satisfaction with each content I share. I also love seeing my following grow each day. I work hard in creating high-quality content and reach out to like-minded people to see and follow my channel. However, consistency in reaching out is a big challenge. Considering, that I have to divide my time for developing content. Engagement like social media postings, and emailing my followers when I have special posts or when I simply want to greet them for a special occasion, like Merry Christmas or Happy Halloween. I also have to allocate a big chunk of my time for my studies. I know I have to automate engagement but I don’t have a big budget.
That is why I am thankful for finding EngageBay. A really affordable system that allowed me to schedule and automate my postings for Instagram, Facebook, Twitter, and even LinkedIn. I can also make broadcasts to all or specific groups of contacts relating to a new content release that may interest them. I also scheduled special greetings with my channel’s branding for holidays like Easter, Halloween, Christmas, New Year, and the like.
I do not know what I don’t like about the system yet. It provides me what I need. I think I am using a very small fraction of what the system is capable of. So far the parts I use are great so I cannot evaluate the other functions yet.
EngageBay enabled me to focus on creating high-quality content to keep my audience satisfied. It also, enhance my reach and engagement to ensure the stability of my channel’s growth.
EngageBay allowed me to put all of my clients into one single platform without mixing up their data. I keep track of each call, email exchanges, chat sessions. I even make use of the ticketing system to be able to successfully process tasks and issues for individual clients. In some of my tasks, like scheduled posting, I am able to automate them. I am able to automate email marketing done for each client without getting lost in the track. There is a balance of power and affordability.
I have noticed the system has changed significantly in just a year and has twice or more features when I first got it. I hope they send an email update containing the new feature release and some basic documentation on what they are about. As a Digital Marketing Manager, I am always eyeing any tech that can advance my arsenal. I think I already have a powerful weapon. I simply need to know more about it.
I am a digital marketing manager handling various clients with unique business nature. Each of those clients got their own clients and I handle them simultaneously without mixing up data and keeping track of each deal and process. Though each one provides their own preferred system where I can do my work when I am dealing with their specific task. I need my own system that can handle them all but something that is affordable - I am a person, not a corporation so budget matters. So I need something that has enough functionality to handle the complex nature of my work and still be affordable. It was an impossible dream until I found EngageBay.
It is a complete system and it is very affordable It covers my entire digital marketing. Email marketing, landing page creation, SMS broadcasts, Social media marketing, and I can automate it. I can also handle my Sales by keeping track of deals, records of engagements, product presentation, proposal creation, and closing the deal. I can also support my customers via phone support, chat support, email support and keep track of support via its ticketing system. It is a technology that creates an environment where a business can exist.
The system is great and easy to use. The support is great and really nice to deal with. However, I need documentation that I can read about existing features and updates when new features are released. I can’t find those data anywhere.
This is the most powerful Digital Marketing, Sales, and Service system that I can find that allows the promotion of CryptoCurrency. The world needs to know of the revolutionary tech of decentralization of wealth and I can finally make that happen with the use of EngageBay. This tool is a revolutionary system that empowers small and marginalized businesses. Giving us the engine to take off and realize our full potential. EngageBay is a revolutionary system on its own that the world needs to know. It is a system that medium and small businesses can afford. But the system is sophisticated enough to handle the needs of businesses as they grow.
I have been amazed at the technology and all of its sophistication. However, my business is still great by doing it in an old fashion. Basic phone calls and face-to-face meetings to cut a deal. Then pandemic happened. We need to go virtual, but do not have enough systems in place to completely do everything virtually. Getting something that can handle us cost really high. I almost jump in to get the expensive system. A great thing, I found Engagebay. It has everything I need and more. I can keep track of my deals, make phone calls and check it on record when I need to verify something. Automate marketing and sales. It practically saved my business during the pandemic. It is a complete system that is light on the budget.
I took this system because of its affordability and completeness. So far it got me covered so I am not yet sure if there is something I discipline. I just hope it will be consistent and updates will come without causing bugs or loss of data.
I am able to get my business virtual in the shortest possible time at an unbelievably affordable price. I am able to find my way through the system. The first try is a bit difficult. However, as soon as I found my way through a certain function, I was able to get through finding everything else with relative ease. This system allowed me to keep records of my contacts and the engagements we have. Keep call records, keep track of my deals, automate my marketing and sales, and many more.
It's an all-in-one! No need to install any other (3rd party software) for other specific needs. It's just simple and easy to use! The system was able to cover what I need for my blog and it's definitely within budget.
For the past 6 months of using the Engagebay All-In-One Suit, It perfectly works as it was intended to be. I can't say anything bad yet,
Using EngageBay All-in-One Suite helps make my tasks easier, seamless, and integrated. I keep track of my views reports, find audience details, and even notifying them about my new posts. With these benefits I am getting - I was able to save on expenses at the same time saves workload and focus more on content creation.
Small software packed with Unparalleled Performance! I am doubtful at first when I saw the product. It has so many features, but it is inexpensive. I was just introduced to it. I am really amazed when it works. It is something I can use and even more.
I hate it when it's making me now a Couch Potato! Everything is seamless! With easy click buttons and a user-friendly interface. I am not sure if that's a bad thing though. Maybe more tutorials on the existing features. There is still a lot that I need to explore. It pretty much covers everything I need for now. However, learning more about the system entails greater horizons.
I thought everything was settled with my previous software company paying $25.00 with less support and just plainly for email blasting. Issues came and they are having a hard time helping me out. An acquaintance introduced me to Engagebay – Marketing. I can’t imagine how it greatly helps and improves our business. For an extra $7.00 more, I am having the best software so far! Easy Marketing templates and Segmentation is by so far perfect and It can easily send emails to each type of Market I choose. Kudos to their outstanding Support with the help of my Own Account Manager!
EngageBay allowed me to schedule my posts for Twitter, Instagram, Linked In, and Facebook. The system also provided me with a platform to Engage my clients even support them via chat, email, and phone. This is like a complete virtual office with lots of useful automation.
I am not sure if I can do it because I have no info relating to the matte. However, it will be great if I can include social media posting or maybe replying to posts in automation.
I am a freelance digital sales specialist. I have to focus my thoughts on creating strategies and meaningful posts rather than worry about what time it is and see if it's time to make posts or send an email. EngageBay allowed me to focus on what matters and I can just schedule my social media posts and automate my emails.
Marketing and doing actual business are two separate things for me. This can easily be integrated using Hubspot, Salesforce, or Dynamics 365. However, the cost is really high. So I do my day-to-day business using several affordable and free apps across various platforms which adds up too much time. EngageBay allows me to do marketing, sales, track deals, and even communicate to clients via email, text messages, and even phone calls and keep records of it. I am doing a lot with this system and it has a lot more to offer at a very affordable price. EnagageBay is a definitely business breakthrough.
It does not have a lot of documentation and tutorials. Though, I admit it's really easy to figure out. But got to have knowledge base and documentation is still good to have.
I am using it to provide a professional feel to my personal business. I am using it to keep and organize records. From contacts, business deals, email templates, landing pages, and even records of client calls which I can use for future reference.
A good competent marketing tool with very some exciting marketing automation features. Easy pipeline management, quick and easy to send a simple email to a whole list or segment. Massive range of email marketing features. Fairly cheap to start with.
The User Interface could be a bit more user friendly, perhaps more "Jira-like". It is adequate though and this is very subjective.
We have found that our time spent jumping between apps has hugely decreased. Having a one-stop solution has allowed us to focus more on the business and less on the business management.
Great software, easy to get started with. Engagebay has been a great option for our company for single campaigns and on-going email marketing. The pricing is very low, and it is very user friendly.
Not much really. Maybe the lead uploading process could be a little easier.
For growing my bussines and get in touch with new customers.
The integration between Engagebay marketing and sales has really helped our inside sales team. The implementation was easy and the ongoing support has been good. Overall for the price and ease of use we are very happy.
Some of the functionality could be a bit more flexible, I would like them to work on adding more responsive email templates and landing page templates as part of the core product.
Their easy to use interface makes it convenient to automate all our marketing from a single dashboard. As of now, we are not paying anything to use it and I have already gotten the value from using this software, in terms of CX as well as newer customers.
It can add some additional features such as Lead Scoring, Analytics, etc. I think these are already in their pipeline, as their customer support lady told me.
I use it to send bulk emails, capture leads with their nice web forms and to schedule my tweets.
