EngageBay Review
Streamline your marketing & sales workflows, and stay organized with this powerful CRM. Email Marketing, Marketing & Sales Automation, CRM, Landing Pages, Live Chat & more. Affordable Pricing.
- Appointment Scheduling
- Automations.
- Calling.
- Canned Responses
- Company Management.
- Contact Management.
- Deal Management.
- Email Broadcast.
- Email Sequence.
- Email Template Builder.
- Forms
- Landing Pages Builder
- Macros
- Marketing Automation
- Sales Reporting
- Site Messaging
- SMS Marketing
- Social Media Marketing
- Task Management
- Templates
- Ticket Automation
- Tickets
- Views
Amount of users
10+
Training/Documentation
Online Support
Mobile Access
The dashboard is customizable. Delete a panel or add a new report by clicking on the ‘Add Reports’ button in the top right corner. EngageBay offers 26 reports.
The dashboard is customizable. Delete a panel or add a new report by clicking on the ‘Add Reports’ button in the top right corner. EngageBay offers 26 reports.
Creating tasks works in the same way as deals. Update task status with the drag-and-drop kanban board. Each task falls under a deal and gets a score for importance and priority.
It was quick and easy to set it up. The automation gets triggered when a salesperson moves a contact into the prospect column of our pipeline. This automation assigns a ‘Proposal’ tag. This helps me manage and filter my email lists.
It was quick and easy to set it up. The automation gets triggered when a salesperson moves a contact into the prospect column of our pipeline. This automation assigns a ‘Proposal’ tag. This helps me manage and filter my email lists.
Regular broadcast is perfect to share product updates, company news, newsletters, and such. A/B broadcast to test variations of your emails to find out which version performs better. For instance test subject lines, images, or different email copies. RSS to Email to share your blogs automatically as an email whenever a new article is published.
The email editor comes with 10 widgets to add buttons, videos, text, images, etc.
Quickly shuffle through personalization fields with the drop-down. Add any field you have data for.
Send the email right away, schedule it for later, or send in batches. It can also be part of an automation based on opens or clicks. I loved this, it makes it easy to create follow-up sequences.
By adding more columns you can check bounces, spam complaints, variant performance statistics for AB tests, and more. Finally, it’s quite easy to export reports to a CSV file.
Add as many emails as you want. All these emails will be text-based, you can format them with bold and italics and such, but design HTML emails for sequences.
You can always create an email in the email editor and save it as a template. Or use an external email editor, copy its HTML code and save it in EngageBay.
If you want to test out the ‘Add score on form submission’ template. You start with a bare-bones template. Here I added a few actions and conditions to spice it up.
To analyze performance, get information on contacts, SMS, and email performance. Email reports include delivery rates, open rates, and click rates.
EngageBay Review: A Feature-Rich CRM for Small Businesses That Doesn’t Break the Bank
For small to medium-sized businesses on a budget, choosing the right CRM can feel like trying to find a needle in a haystack. The market is flooded with options—some too complex, others too costly. Enter EngageBay: a sleek, budget-friendly CRM designed to simplify marketing, sales, and support operations in one integrated platform. But is it the right fit for your business? This review takes a detailed look at what EngageBay offers, who it’s best suited for, and where it shines—or falls short.
Video – An introduction to EngageBay
What is EngageBay?
EngageBay is an all-in-one CRM and marketing automation platform developed with the needs of startups, nonprofits, and small to mid-sized businesses in mind. The platform combines customer relationship management, email marketing, live chat, appointment scheduling, and customer support into a single, unified tool.
Rather than requiring users to bounce between different software for email campaigns, sales pipeline management, and customer service, EngageBay simplifies it all under one roof. It’s this all-in-one model that has earned it praise for being a cost-effective solution without compromising functionality.
Who is EngageBay Best For?
EngageBay is ideal for:
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Startups looking for a full-featured CRM with marketing automation on a lean budget.
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Small to mid-sized businesses that want to streamline customer interactions and internal processes.
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Nonprofits seeking a solid platform for engagement, even though there’s no discounted pricing tier.
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Agencies and service-based businesses that manage multiple client relationships.
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E-commerce and online retailers who want integrated landing pages, forms, and email marketing tools.
Industries such as digital marketing, SaaS, real estate, coaching, education, and even retail can benefit significantly from EngageBay’s rich feature set.
Key Features at a Glance
🟢 Marketing & Engagement Tools
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Email Sequences & Broadcasts: Automated, personalized campaigns with detailed analytics.
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Landing Page Builder: Drag-and-drop tools for quick page creation with built-in analytics.
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Social Media Suite: Centralized dashboard for managing and scheduling posts across platforms.
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SMS Marketing: Personalize and schedule SMS campaigns.
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Marketing Automation: Workflow builders triggered by user behavior.
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Forms & Pop-ups: Capture leads with highly customizable, embedded forms.
🔵 CRM & Sales Tools
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Contact Management: Unified 360-degree view of customer interactions.
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Task and Deal Management: Visual pipelines and drag-and-drop deal progression.
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Appointment Scheduling: Google and Office 365 calendar integration with auto-reminders.
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Sales Reporting: Forecasting, performance tracking, and lead source analysis.
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Site Messaging: Real-time chat with personalized messaging options.
🟡 Customer Support Tools
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Help Desk & Ticketing: Track and respond to customer inquiries.
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Canned Responses & Macros: Speed up response time and maintain consistency.
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Live Chat: Connect with users in real time directly from your site.
Pricing Breakdown
EngageBay’s pricing structure is competitive and straightforward, with four tiers:
| Plan | Monthly Price (per user) | Annual Price | Biennial Price |
|---|---|---|---|
| Free | $0 | $0 | $0 |
| Basic | $14.99 | $13.79 | $12.74 |
| Growth | $49.99 | $45.99 | $42.49 |
| Pro | $99.99 | $91.99 | $84.99 |
The Free plan includes up to 250 contacts, basic email marketing, a landing page, and limited automation—making it suitable for freelancers or businesses just starting out. However, the real value kicks in with the Growth and Pro plans, which unlock enhanced automation, lead scoring, A/B testing, custom reports, and advanced support features.
It’s worth noting that EngageBay offers no discount for nonprofit organizations, which is a miss given the needs of that sector.
Pros and Cons
✅ Pros
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All-in-One Platform: Eliminates the need for multiple tools across marketing, sales, and support.
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Free Plan: A great entry point for businesses to explore the platform.
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Excellent Value: Feature-rich at a fraction of the cost of bigger players like HubSpot.
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User-Friendly: Clean interface with minimal learning curve.
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Flexible Automations: Strong marketing automation even in mid-tier plans.
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Customizable CRM Pipelines: Drag-and-drop visual sales pipelines and lead scoring.
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Solid Email Capabilities: Includes A/B testing, templates, and batch scheduling.
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Integrated Appointment Scheduling: Reduces back-and-forth with clients.
❌ Cons
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No Nonprofit Discounts: Competing platforms often offer more generous pricing to this sector.
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Limited Advanced Features for Larger Teams: Scalability may become an issue for fast-growing or enterprise-level businesses.
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Support Could Be Better: While live chat is available, users on the free or lower tiers may experience slower response times.
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Occasional Glitches: Some users report minor bugs in automation or reporting modules.
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Limited App Integrations: Although it offers core integrations, EngageBay doesn’t match the breadth offered by competitors like Zoho or Salesforce.
Ease of Use
EngageBay scores high on usability. The layout is intuitive, the learning curve is minimal, and setup doesn’t require a tech background. For teams without a dedicated IT department, this is a big win. The drag-and-drop editors for emails, landing pages, and workflows are fluid and responsive, which helps speed up content creation and campaign management.
Customer Support & Community
Support options include email, chat, and a knowledge base. While EngageBay promotes 24/7 support, response times can vary depending on the plan. The company does provide onboarding sessions with the Pro plan, which is a welcome feature for teams looking to hit the ground running. However, the absence of an active user community or third-party training resources may limit peer-to-peer learning opportunities.
The Verdict: Is EngageBay Worth It?
For small to medium-sized businesses looking for a budget-friendly CRM with powerful marketing and automation tools, EngageBay is a compelling choice. Its intuitive interface, comprehensive feature set, and scalable pricing model make it especially attractive for startups, solopreneurs, and agencies that don’t have the resources for larger platforms like Salesforce or HubSpot.
It’s not perfect—larger enterprises might find the platform lacking in deeper analytics, advanced customization, and third-party integrations. However, for its price, EngageBay delivers outstanding functionality that can meet most small business needs across marketing, sales, and support.
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