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, US
  • 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, US
  • 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
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Auto-Responders
  • Automated Publishing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Availability Management
  • Batch Processing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Centre Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Specific Signature
  • Channel Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customisable Branding
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Feedback Management
  • For AEC Industry
  • For Insurance Industry
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • Form Builder
  • Geotargeting
  • Goal Setting / Tracking
  • Image Library
  • Import Tasks
  • Inbox Management
  • Interaction Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Engagement
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Macros/Templated Responses
  • Marketing Automation
  • Mobile Access
  • Mobile Optimised Emails
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalisation
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • 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
  • Sales Activity Management
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • 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
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • 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

EngageBay Alternatives

130,000+ customers in 170 countries use ActiveCampaign to automate their marketing, from contact management to email personalization.
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
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
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. Learn more about Agile CRM
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
Get all the tools you will need to build better customer relationships online under one roof. Learn more about Sendinblue

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

field agent/representative in Croatia
Verified LinkedIn User
Building Materials, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Near perfect combination of CRM and Email marketing tools

5.0 2 months ago New

Comments: An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.


It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.


Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

Alternatives Considered: Moosend

Reasons for Switching to EngageBay: Moosend has several good options but they started to make some changes and increase prices.

CEO in Barbados
Electrical/Electronic Manufacturing, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

great value for money software

4.0 3 weeks ago New

Comments: Its good


It is a comprehensive system that is easy to use, and if the get a problem the help guys are really good


I just would like to have the ability to change the user view so that I can have one time quick view and I would love to link Skype

Alternatives Considered: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Choosing EngageBay: I had used act for 30 years from version 2, but they started to change it from a good CRM system into a moderate marketing system

Switched From: Act!

SDR in Spain
Aviation & Aerospace, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source


3.0 2 months ago New


The customer service is spot on. If you need help, you send a message in the chat and they get back very quickly, with the answers to your problem. If they don´t have the information or they don´t have something that you are looking for they are straightfoward and let you know.


I wish there were better ways to track touches to prospects. You can make tags and filters, but there´s no ¨pretty & organized¨ platform in the software that allows you to keep track and view what you have done or need to do (followups) etc.

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

Brilliant all-in-one package

5.0 3 months ago

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.

Pres/CEO in US
E-Learning, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Superior CRM!

5.0 4 weeks ago New

Comments: My experience with EngageBay has been better than expected. Customer support had been lacking from my previous CRM products and services. EngageBay customer support has been outstanding!


Email sequencing is very important to my business. EngageBay provides a very robust email sequencing product.


It is not as intuitive as I would like but customer service is very quick to respond to online chat requests.