--- title: "EngageBay CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is EngageBay CRM the right CRM solution for you? Explore 912 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- EngageBay CRM 4.6 (912) [View alternatives](https://www.capterra.com/p/178819/EngageBay-Marketing/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of EngageBay CRM Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews NJ Nick J Marketing AnalystStaffing and Recruiting, 11 - 50 employeesUsed the software for: 6-12 months. “EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized business looking for an all-in-one CRM that doesn’t overload you with complexity, EngageBay is absolutely worth it.“ December 10, 2025 DM Desiree M CaregiverHospital & Health Care, 2 - 10 employeesUsed the software for: I used a free trial. “I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues.“ April 28, 2026 YT Yohannes T CEOProfessional Training & Coaching, 2 - 10 employeesUsed the software for: I used a free trial. “It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and customer support all in one platform. While the lack of integration with third-party software has been a challenge for us, the platform’s functionality and price point still make it a valuable option for businesses that don’t require extensive integrations.“ October 16, 2024 Jelyn T Marketing ManagerManagement Consulting, 11 - 50 employeesUsed the software for: 6-12 months. “There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or campaign tasks in a row.“ December 4, 2025 Brian J Sales RepresentativeFood & Beverages, 11 - 50 employeesUsed the software for: 6-12 months. “Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for efficiency.“ January 14, 2026 AG Ayesha G Founding PrincipalManagement Consulting, Self-employedUsed the software for: Less than 6 months. “I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan.“ February 19, 2025 DM Desiree M CaregiverHospital & Health Care, 2 - 10 employeesUsed the software for: I used a free trial. “Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems.“ April 28, 2026 HS Himanshu S Sales MangerE-Learning, 51 - 200 employeesUsed the software for: I used a free trial. “EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning curve for advanced features.“ August 12, 2024 ## Showing most helpful reviews Showing 1-25 of 912 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kuma W. Marketing Consumer Services Used the software for: I used a free trial ### "CRM Experience " February 21, 2025 5.0 It's was very good and all futures are less cost. Pros 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. Many users also appreciate the free plan option for small businesses or startups. Of course, whether you would like it depends on your specific needs and priorities in a CRM. Cons The marketing and sales and service tool. It's user-friendly interface. Review Source RP Robin P. Principal Education Management Used the software for: 2+ years ### "Very highly recommended! " May 12, 2025 5.0 Pros I've been using EngageBay for my small business for five years, and it's been wonderful. A standout has been the support offered via livechat, which has always been ultra-responsive and very helpful. It's also extremely cost-competetive, which is very important for a small business like mine. I can't recommend it highly enough. Cons Nothing! It's met all of my small business's needs beautifully. (I need to keep writing here to meet the minimum character requirements.) Reason for choosing EngageBay CRM Initially cost, but then full CRM functionality Review Source VR Verified Reviewer Sales Representative Food & Beverages Used the software for: 6-12 months ### "It gets the job done enough." January 14, 2026 3.0 It's been a decent experience overall, as customer service has been able to help all the time. Email marketing has been successful in getting things out, and the way it's laid out to view open-rate, delivery rate, and clicks is very helpful, I will not lie. Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience. Pros Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for efficiency. Cons Not up to speed with 2026 userability expectations. The calendar is too basic (you can't drag things around), whereas in Deals, you can. Adding notes and creating contacts is just clunky. Review Source Response from EngageBay March 13, 2026 Thank you for sharing your honest feedback and for highlighting what’s working well for you. We’re glad to hear that our customer support has been attentive and that the Deals section, email marketing, and sales features are helping keep your work organized and efficient. That’s exactly the kind of practical value we aim to deliver. We also appreciate your candid comments about usability, particularly around the calendar, note-taking, and contact creation. Your feedback is valid, and improving the overall user experience to meet evolving expectations is something our product team is actively working on. Enhancements to scheduling tools and smoother workflows for everyday actions are areas we continue to prioritize. Thank you again for taking the time to share your perspective. Feedback like this helps us keep improving EngageBay for everyone. BS Bruno S. Product Manager Information Technology and Services Used the software for: Less than 6 months ### "A powerful CRM with amazing support, even on the basic plan" April 23, 2025 5.0 Overall, I'm very happy with EngageBay. I'm still getting to know all the tools it offers, but it already feels like a very complete and well-designed solution. I’ve tried several CRMs and this one stands out, not only because of its features, but because of how well the support team treats you. I definitely plan to continue using it. Pros What I like the most is how feature-rich the platform is, even with the basic plan. It offers tools for marketing, sales, contact management, automations, and more. All in one place. The interface is intuitive and clean, which helps a lot when you're getting started. The help desk team is absolutely fantastic. Fast, kind, and incredibly helpful every time I reach out. That level of support is not easy to find and really makes a difference, especially when you're learning the platform. Cons Nothing major for now. Some features require a bit of a learning curve, but that’s expected with any powerful platform. Switched from [Odoo](https://www.capterra.com/p/135618/Odoo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I was looking for a more complete and affordable CRM that could grow with my business. After trying a few others, I found that EngageBay offered the best combination of features and usability. Review Source JK Jim K. Owner Publishing Used the software for: Less than 6 months ### "Easy to setup, easy to use. Superb support" April 21, 2025 5.0 Easy to setup, easy to use. Superb support. Best I've found Pros Superb customer support. You get to chat with a real person when you need one easily (Their online help is great), not some chatbot Cons nothing so far.. They have answered all of my setup and user questions Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing EngageBay CRM Price, ease of implementation, and customer Support Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) HubSpot was too difficult to setup, wasn't responsive customers support Review Source CS Carol S. Founder CEO Management Consulting Used the software for: Less than 6 months ### "Mediocre at best" March 3, 2025 2.0 I've emailed the CEO about my issues and he's never bothered to respond. It's because of the issues we've had that I'm even writing this review. Others need to know this is not a good CRM. Pros Good support where you can actually schedule a call with a human. Cons Most everything else. It's not remotely user friendly. The way "Deals" are structured is totally confusing. I was promised by my sales person that it would function like Active Campaign, which I'd used for years but increased in price 4x. Engagebay isn't remotely the same and we've had perpetual problems with it. I, unfortunately, signed up for two years and am sorry I did. I'm now stuck with it. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) The price went up 4x, which was a total ripoff considering the amount we used it for. Review Source MT Mark T. CEO Investment Management Used the software for: Less than 6 months ### "My go-to CRM Solution! " March 27, 2025 5.0 Super easy onboarding and seemless integrations Pros I am a huge fan of EngageBay’s CRM ease of use and high-qualify features. There customer service is exemplary and i recommend them highly without reservation. Cons I can't think of anything i had an issue with tbh. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing EngageBay CRM Ease of use including integrating with other platforms Review Source DB Dan B. CEO Information Technology and Services Used the software for: Less than 6 months ### "Great CRM for Business" February 23, 2025 5.0 Overall positive! Just what my small business needed. Pros Easy to setup. I was able to get this working within 30 minutes. So quick. Cons Too many emails sent from vendor initially Alternatives considered [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) Reason for choosing EngageBay CRM Easy to setup, cloud hosted and cheap for startup. Review Source KC Kim C. Snr VP Sales and Rights Publishing Used the software for: 6-12 months ### "Love Engage Bay" December 4, 2024 5.0 I love it. I have been using it since February 2024, having come over from Hubspot, and it's just much easier to use, doing all the same things, for about 1/4th the price. The customer support is awesome. Rarely can I not get help when I need it, and I always get what I need handled. They are a great team at Engage Bay, and I'm really happy I moved over to it. Pros Everything. It's just a super simple CRM to use and I love using it as do my 5 salesmen that work with me. Cons Not much at all. I rarely run into problems with it, actually. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Too expensive and features I was having to pay for that I didn't need. Review Source DM Desiree M. Caregiver Hospital & Health Care Used the software for: I used a free trial ### " “A Simple, Budget-Friendly CRM for Growing Teams”" April 28, 2026 5.0 Overall, my experience with EngageBay CRM has been positive. It’s a great all-in-one platform that brings together sales, marketing, and customer support tools, which makes managing the entire customer lifecycle much more efficient. I found it easy to set up and use, with a clean interface and helpful automation features that save time on repetitive tasks. The affordability is also a big advantage, especially for small businesses or startups looking for a cost-effective solution. That said, there are some limitations—reporting and analytics aren’t as advanced as higher-end CRMs, and a few features (like templates and design tools) could be more polished. Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems. Pros What I liked most about EngageBay CRM is its all-in-one approach—having sales, marketing, and customer support tools integrated into a single platform makes managing the entire customer lifecycle much easier. It’s also very affordable compared to other CRMs, which is a big advantage for small businesses or startups. The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency. Overall, it offers strong functionality without the complexity or cost of larger CRM systems. Cons What I liked least about EngageBay CRM is that some features feel a bit limited compared to more advanced platforms. The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights. The interface, while generally easy to use, can feel slightly cluttered or overwhelming at first due to the number of tools packed into one platform. I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues. Overall, it’s a great value tool, but it may lack the depth and refinement needed for larger or more complex teams. Review Source JS Justin S. Director of Operations Marketing and Advertising Used the software for: Less than 6 months ### "Best Onboard Experience " December 4, 2024 5.0 Quick, Easy and Extremely user friendly! Pros The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates! Cons Can't really say that I disliked anything about the overall experience Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) needed something easier for my team. Google mentioned trying this Review Source CS Chris S. COO Information Technology and Services Used the software for: 2+ years ### "Great value for the cost!" November 18, 2024 5.0 They have all the important features to manage a campaign and thought their support was timely and helpful. Pros In our case we needed to communicate with a large email list and found engagebay an affordable way to do that. They have a good set of features to manage campaigns and receive feedback on email sent and opened. Cons There are some features that high end services offered but at their price point I felt like we received excellent value. Reason for choosing EngageBay CRM Engagebay has a fair price for a good set of features. Review Source PKK Praveen Kumar K. Sales Manager Information Technology and Services Used the software for: I used a free trial ### "Experience with Engagebay" November 7, 2024 5.0 Pros User Friendly UI, Simple Navigation tools, Report analytics Cons The Pricing is bit high and also the need to buy the credits for extra features Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing EngageBay CRM We have gone with other CRM as the pricing is high Review Source TM Thomas M. Systems and Support Administrator Education Management Used the software for: 6-12 months ### "Great CRM and Great Customer Service" June 27, 2025 5.0 Overall it has been a good experience and we are happy with everything that has been setup and are eager to see what else we can do with it in the future, Pros The overall use case and the very quick responses from the customer service teams. I can always rely on contacting support and getting a speedy and informative response. Cons Not being able to open things like email templates and forms in a new tab quickly and efficiently would be my biggest con. 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. Review Source SP Stephanie P. Marketing Consultant Education Management Used the software for: Less than 6 months ### "Cannot recommend highly enough" June 26, 2025 4.0 A fantastic platform, with an even better support team. They're real humans and nothing is ever too much trouble for them. Pros Almost all the features of the dominant CRM / email marketing players, but for a fraction of the cost Cons A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives Review Source SK Susan K. Manager Apparel & Fashion Used the software for: 2+ years ### "Am a happy client" March 9, 2025 5.0 It is very easy to navigate, and it's user friendly for those without experience. They offer competetive prices Pros All of their products are very good. Their service is great l don't hesitate to refer anyone to them Cons So far so good, l don't have an complain Review Source TA Tolga A. Director Education Management Used the software for: 1-2 years ### "EngageBay: Simple, Affordable, and Effective" December 20, 2024 5.0 We’ve been using EngageBay for over 2 years now, and it’s been a game-changer for our business. It’s super easy to use, and having everything (CRM, email marketing, sales tools) in one place makes our work so much simpler. The email campaigns are a breeze to set up, and we love how we can track everything in one dashboard. Their support team has always been helpful and quick to respond whenever we needed them. Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly solution that actually works, we definitely recommend giving EngageBay a try Pros All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform. User-Friendly Interface: Easy to navigate, even for non-technical users. Affordable Pricing: Offers great value compared to other CRM tools. Email Marketing Made Easy: Simple drag-and-drop email builder with automation options. Excellent Customer Support: Responsive and helpful support team. Customizable Workflows: Create automated workflows to save time and boost productivity. Detailed Analytics & Reporting: Track and measure campaign performance with ease. Cons Learning Curve for Advanced Features: Some advanced features require a bit of time to master. Limited Customization for Reports: Customization of reports could be more flexible. Mobile App Limitations: The mobile app could use more functionality. Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs. Review Source RKP Raj Kumar P. Sr. Customer Success Specialist Logistics and Supply Chain Used the software for: 6-12 months ### "I will definitely recommend EngageBay CRM to others " February 11, 2025 5.0 Quite impressive using EngageBay CRM, there was no issues I have faced using it. However, their support team is best whenever if we need anything. Pros A great solution for my marketing needs, particularly the automations. Cons There is no least like about EngageBay, this CRM is helping me in my needs related to Marketing. Review Source AG Ayesha G. Founding Principal Management Consulting Used the software for: Less than 6 months ### "Quite a Bit to Offer " February 19, 2025 5.0 The customer service was great. They are responsive and have great follow-up. There are also good tutorials provided to help you acclimate yourself to the system. It has been a very positive experience. Pros I like that the all-in-one system has quite a bit to offer and seems more comprehensive than most. Cons I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan. Review Source DD Derrick D. Creative Marketing Specialist Automotive Used the software for: Less than 6 months ### "Satisfied Customer" January 31, 2025 5.0 So far, I have been able to create forms and automations that makes gathering interest fairly easy. Pros The available tools are very diverse with a low learning curve Cons The reporting could be a little more robust Review Source Rémy G. COO Consumer Goods Used the software for: Less than 6 months ### "The All in One Solution I don't want to miss" December 18, 2024 5.0 Pros EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly. It's user-friendly with robust automation features, but reporting could be more advanced. Great value for the price, especially for small teams looking to scale efficiently. Cons I am a huge fan of it. There are no downsides. Review Source SK Shiva K. Chief research officer Market Research Used the software for: Less than 6 months ### "CRM with Great Features for Small Businesses" November 24, 2024 4.0 EngageBay CRM has been a solid choice for managing customer relationships and marketing efforts effectively Pros EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses. The integration of sales, marketing, and service tools is seamless, and the pricing is highly competitive compared to other CRM solutions. Cons The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs Review Source AG Alexey G. Sales Manager Publishing Used the software for: I used a free trial ### "Solid CRM system" December 23, 2024 5.0 I am not that experienced in CRMs in general. I've tried different ones throughout the time, but this one is the best in terms of getting it tailor made for you. Also love marketing stuff. Pros It has everything you need at one place, and it is extremely easy to set-up. Cons You paying per user. I know it is to mich to ask, but some users dont need the full functionality of the CRM. But unfortunately it is with most of CRM systems like this. Review Source MP Mahesh P. Seo Excutive Information Technology and Services Used the software for: 6-12 months ### "Great Value with Room for Small Improvements" November 14, 2024 5.0 Pros EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended! Cons EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving! Review Source SK Shiva K. Product manager Marketing and Advertising Used the software for: Less than 6 months ### "EngageBay CRM: Comprehensive, Affordable, and User-Friendly" November 14, 2024 5.0 My overall experience with EngageBay CRM has been excellent. It is an affordable yet powerful CRM solution that has helped streamline my business operations. The platform's ease of use, combined with its extensive features, has improved my team's productivity and customer engagement. Pros EngageBay CRM offers a robust set of features at a highly competitive price point. The platform is incredibly user-friendly, making it accessible even for beginners. I was particularly impressed with its all-in-one capabilities, combining CRM, marketing automation, email marketing, and customer support in a single platform Cons Some advanced customization options are limited compared to other high-end CRM . 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