What Is EngageBay?

EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.

Who Uses EngageBay?

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

Where can EngageBay be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • EngageBay
  • Located in Mountain House, U.S.
  • Founded in 2016
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others



EngageBay pricing

Starting Price:

  • Yes, has free trial
  • Yes, has free version

EngageBay has a free version and offers a free trial. EngageBay paid version starts at US$10.79/month.

Pricing plans get a free trial

About the vendor

  • EngageBay
  • Located in Mountain House, U.S.
  • Founded in 2016
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others



EngageBay videos and images

EngageBay Software - Lead generation forms
EngageBay Software - Contacts
EngageBay Software - Contact details
EngageBay Software - Landing pages
EngageBay Software - Landing pages creation
View 6 more
EngageBay video
EngageBay Software - Lead generation forms
EngageBay Software - Contacts
EngageBay Software - Contact details
EngageBay Software - Landing pages
EngageBay Software - Landing pages creation

Features of EngageBay

  • AB Testing
  • Account Alerts
  • Account Management Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Auto-Responders
  • Automated Publishing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Availability Management
  • Batch Processing
  • CAN SPAM Compliance
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Monitoring
  • Call Recording Software
  • Call Routing
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management Software
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Channel Management Software
  • Click Tracking
  • Client Database
  • Client Management
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management Software
  • Content Delivery
  • Content Management System (CMS) Software
  • Conversion Tracking
  • Customer Database
  • Customer Engagement Software
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Management Software
  • Email Marketing Software
  • Email Monitoring
  • Email Templates
  • Event Triggered Actions
  • Feedback Management
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • Form Builder
  • Geotargeting
  • Goal Setting / Tracking
  • Image Library
  • Import Tasks
  • Interaction Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture Software
  • Lead Engagement
  • Lead Management Software
  • Lead Notifications
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat Software
  • Macros/Templated Responses
  • Marketing Automation Software
  • Mobile Access
  • Mobile Optimized Emails
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Offline Form
  • Onboarding Software
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization Software
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics Software
  • Proactive Chat
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Real-time Updates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Routing
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Social Marketing
  • Social Media Integration
  • Subscriber Management
  • Support Ticket Management
  • Target Account Identification
  • Task Editing/Updating
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management Software
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Time on Site Tracking
  • Transcripts/Chat History
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • WYSIWYG Editor
  • Website Visitor Tracking
  • Workflow Configuration
  • Workflow Management Software

Alternatives to EngageBay

130,000+ customers in 170 countries use ActiveCampaign to automate their marketing, from contact management to email personalization. Learn more about ActiveCampaign
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Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform. Learn more about Salesforce Sales Cloud
Insightly CRM is for growing teams that want a flexible, easy-to-use, yet powerful CRM to centralize and manage customer data from the
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. Learn more about Vtiger CRM

Reviews of EngageBay

Average score

Ease of Use
Customer Service
Value for Money

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

Hafizah S.
Hafizah S.
Assistant Manager Business Development in Malaysia
Verified LinkedIn User
Telecommunications, 1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Everything under one roof

5 10 months ago


EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.


As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.

April W.
Sales and Marketing Director in U.K.
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

Brilliant all-in-one package

5 4 weeks ago New

Comments: Connected sales and marketing platform has resolved manual intensive activity scheduling. No need to import a new list each month into a separate email marketing platform. Being able to have contacts in multiple list and sophisticated tagging is brilliant. The guys at EB are really helpful with speedy responses, providing video and screengrabs to help. The best experience i had was when i recommended that there should be a report on the dashboard for forms, a couple of weeks later i had an email from EB letting me know that they'd developed the report and added this to the dashboard - couldn't ask for a better service.


A complete package for connected sales and marketing and data and reporting in one place. Previously had a separate CRM system from email marketing platform and as such no integration and ability to see what marketing had gone out to what contact and their response to that, all activities and follow ups were all manually scheduled this has been resolved with EB. Customer service and support is fast and efficient too.


Had an issue at first setting up the smtp integration with the correct configuration as we wanted to send mailers using our own email servers, took some backward and forwards between technical teams but was resolved in the end. Being able to email from multiple email addresses is great but I also would love it if we could have multiple email signatures attached to a single user too.

Alternatives Considered: HubSpot Marketing Hub, ActiveCampaign and Keap

Reasons for Switching to EngageBay: it offered all of the functionality at an affordable price. The only one that would've done everything EB does was hubspot however because we had multiple domains for each of our product this meant hubspot required us to pay for x 2 marketing and sales hubs which wasn't the way we wanted to use the platform nor within our budget.

Olivia H.
Founder in Germany
Human Resources, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Wonderful customer service

3 2 months ago New


The customer service is very good whenever there is a problem you can write in the chat and you will be helped.


Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

Alternatives Considered: Vtiger CRM and Salesforce Sales Cloud

Reasons for Switching to EngageBay: We were convinced by the demo-appointment

Parminder S.
Director in India
Education Management, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Customer Support

4 3 months ago

Comments: 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


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


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

Alternatives Considered: ConvertKit and ClickFunnels

Reasons for Choosing EngageBay: More functions and features - single crm tool with most features

Switched From: Jira

Reasons for Switching to EngageBay: Click funnels is very expensive - but landing pages are awesome will switch to click funnel for landing pages once I have budget Convertkit is very good for email marketing - but engagebay offers full crm solution which both product does not have. Engage bay email functionality is very expensive so will look for integration with convertkit in near future.

Jasmine D.
manager in Australia
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

engagebay erview GYM and HEALTH

5 last month New

Comments: so far my experience with engagebay has been excellent.


it is very close to what I am used to, the support has been incredibly helpful. It was super easy to set up pretty much plug and play and you are away. I am only 2 weeks into using this app but so far I'm really happy with it.


The text messaging in automation has been problematic during the set up phase but the support has been excellent and have helped me with it. Hopefully in the future once I get used to using the platform i can set up the automations with the messages working straight away.