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As a business owner, you must understand the entire customer journey if you are to cater to your customers’ needs effectively. From touchpoints on social media, email, and other marketing channels to form submissions and product purchases, your business has to deal with numerous moving parts. 

But the good news is, with the right tools and systems in place, you’ll be able to optimize your marketing, sales, and customer service to boost your conversions and make more sales.

Enter EngageBay. 

Read the rest of this EngageBay review to learn everything you need to know about the software, including who it’s for, its core functionality, pros and cons, support, pricing, and much more.

EngageBay Summary

Engagebay logo

9.8 out of 10

Ron’s Thoughts

EngageBay is an excellent All-in-One sales and marketing customer relationship management (CRM) tool. But what makes it stand out is its cost; you get a ton of features for a fraction of the price you’d pay elsewhere. On top of that, EngageBay has one of the highest storage capacities compared to competitors so you won’t be running into any storage space issues anytime soon. You can also send push notifications to your contacts in no time.

  • Biggest Pro:

    Very Cost-Effective All-in-One Marketing Platform

  • Biggest Con:

    Small Number of Landing Page Templates

  • Annual Discount:

    Yes - Up to 20% Off

  • Price:

    Starts at $14.99/Month

  • Promotion:

    Free Version Available

Is EngageBay Worth it?

EngageBay is designed with small businesses and startups in mind and will help you acquire, engage, and nurture your web visitors, giving you the perfect opportunity to convert them into happy and satisfied customers. 

On the platform, you’ll find a range of sales enablement tools you can use for training a sales force. Also, the platform automatically records all communications with clients whether through email or via phone

After trying out dozens of CRM send email marketing platforms, I settled on EngageBay for my business, and today I’m going to share my experience with you.

Firstly, this is a highly efficient and effective piece of software. If you’re looking for a powerful CRM system to use for your lead generation, marketing, and sales, then this is a great option to consider. 

EngageBay offers the most comprehensive solution for your business.

You get excellent value for money thanks to their combination of features, customer support, and competitive pricing. 

Thanks to this unified software, you can stop paying thousands of dollars each year to different marketing, sales, and customer support tools that you still have to struggle to duct tape together. 

You can do it all with EngageBay. 

The platform will take care of all your needs and help you reach your business objectives by effectively replacing all the essential business tools and software you need to manage and grow your business with one convenient tool. 

There is great support from the Engage Bay team, and you are assured of fast, helpful, and friendly assistance whenever you need it. Long story short, EngageBay is an excellent tool for small businesses and early-stage startups with a small marketing budget. 

A lot of other CRMs only offer sales functions at the higher price points, without additional marketing campaign management, but EngageBay offers you all these tools and a very low price. You get all the features you need in one, and they are all connected seamlessly.

Who is EngageBay Good For?

EngageBay is perfect for anyone who wants a cost-effective solution for all their marketing, sales, and lead generation needs. 

This one platform has a variety of tools that make it the number one choice of CRM systems for many individuals, small businesses, and startups.

Here are a few use cases to help you understand what this platform can do for you:

  • Identify New Opportunities: The platform lets you create your own views so you can identify new opportunities to satisfy your customers’ needs.
  • Convert Visitors: EngageBay lets you build optimized landing pages and forms to help you convert your visitors in effective ways.
  • Automate Sales: Easily set up workflows and automation so you save time, make sales on autopilot, and free up more of your time for other business tasks.
  • Get a Holistic Customer View: EngageBay gives you a holistic view of all your customer interactions. This allows you to build stronger customer relationships and gain deeper insights for cross-selling or upselling.
  • Deliver Customer Happiness: The platform lets you store unlimited contacts and keep track of customer details in one convenient place so you can build strong relationships.

EngageBay Functionality

Now it’s time for the nitty-gritty of this EngageBay review.

EngageBay is committed to providing businesses with an all-in-one solution for aligning sales, support, and marketing teams. 

The platform will provide you with a more combined view of each of your customers, making it easier to make informed business decisions that drive conversions.

The software’s functionality falls into four categories which are as follows:

  • Marketing Software: Includes marketing automation, forms and landing pages, email sequences, email template builder, and more. 
  • Free CRM Features: CRM software, contact management, sales automation, deal management, and appointment scheduling features. 
  • Sales Software: Sales automation, live chat software, instant support, predictive analytics, and more. 
  • Help Desk Software: Comes with ticket management, macro, views, and ticket automation, among other features. 

Below, we take a closer look at the different aspects that make up each of these categories.

1. Ease of Use

I consider ease-of-use to be the most important feature of any software. So, before we take a look at the different features offered by EngageBay, here’s a quick look at how incredibly user-friendly this platform is so you can gain a better idea of the level with which the feature set has been implemented. 

For the most part, setting up a CRM, marketing automation, email system, and support solution involves a lot of work. 

You have to put in tons of time and energy to learn how to best use the software and experiment with various tools to get the most from the platform. Fortunately, EngageBay is built to be extremely intuitive which cuts the learning curve in half. 

As soon as you log in, you’ll see that everything is laid out in a way that makes things easy for you to access what you need, and despite having an impressive number of in-depth features, the platform has a simple, clean, and modern interface.

Here’s how the dashboard looks: 

2. Free CRM Software

EngageBay offers free CRM features to help you stay organized and build lasting relationships with your customers. 

Together with the full stack of marketing software, sales tools, and customer service features, you also get Contact Management Tools, Deals Pipeline Visualization, Tasks, and Appointment Scheduling features.

Other tools include: 

  • Targeted marketing
  • Workflow Automation
  • Automatic Data Entry

These tools are at the core of the platform and while they are powerful when used individually, you’ll find they’re at their best and most effective when used together.  

By using the integrated CRM platform, you’ll be able to eliminate misalignment and miscommunication between your teams. Seamlessly pass leads from marketing to sales and never have to worry about complex handover processes or confusing metrics.

Now everyone can be on the same page when it comes to things such as:

  • Attracting a targeted audience through the use of web engagement features on the platform, lead scoring, SMS campaigns, and multichannel campaigns.
  • Engaging visitors, connecting with them in real-time and answering all their questions via the intuitive live chat software.
  • Capturing leads by displaying the right message at the right time through nonintrusive pop-ups as visitors are browsing your site.
  • Nurturing leads by using automated emails, advanced templates, email sequences, and personalized emails.
  • Handing over qualified leads with the most conversion potential by using the Predictive Score, Automated Lead Score, and Lead Score by Source features on the platform.
  • Closing more sales using the platform’s proposal management sales tools that allow you to track user behavior and send invoices from the CRM.
  • Encouraging more brand ambassadors by providing stellar support to keep customers happy and satisfied. 

3. Email Marketing

EngageBay has email syncing features that let you link your CRM to your email solution provider to help you track communications between you and your prospects.

There’s also a handy email broadcast feature that allows you to send personalized messages to get more engagement from your contacts. 

From the EngageBay dashboard, you have an easy way to manage your prospects and customers. 

You’ll find automations and workflows to set up drip campaigns to nurture your leads and boost conversions. 

The platform has dozens of expertly designed forms and email templates to choose from and you’ll find it easy to create your own unique email sequences with the simple but powerful email template builder.

The best thing about EngageBay’s email feature is that you’re not limited to email marketing alone. The automation solution also lets you automate data syncing processes and event tracking, as well as scraping and unsubscribing customers, and much more.

4. Marketing Automation

EngageBay has robust marketing automation services. On the dashboard, you’ll find different sections for reports related to everything from your contact list and landing pages to forms, sequences, and various other features. 

You can customize each of these reports and use the drag-and-drop feature to arrange them according to your needs.

Save tons of time by automating all your marketing processes. You can do this visually on the platform. 

Use the platform’s intuitive tools such as web pop-ups and landing pages to capture leads on your website. 

Automate routine manual tasks, such as data syncing and tagging contacts, updating lead scores, and many other tasks.

5. Social Media Marketing

Schedule and manage your social media content using EngageBay’s platform. There’s no need to integrate third-party tools to stay on top of your social media marketing campaigns. 

The platform even has a cool feature that lets you create “streams” to keep up to date with specific types of content on the different social media platforms.

You can also handle your social media ads and access marketing tools to manage all your profiles from one place. Track everything that’s going on, including your profiles on Twitter, Facebook, and Instagram.

In addition to this, EngageBay also has multichannel marketing features, which is yet another differentiating factor that helps the platform stand out from its CRM competitors. 

You can create and automate website messages, push notifications, and SMS messages – all in a few clicks.

  • Site Messaging: Follow up with website visitors immediately using the live chat messaging feature.
  • SMS Marketing: Connect with customers using personalized messages based on pre-set triggers.
  • Push Notifications: Use intelligent, device-friendly push notifications to engage customers wherever they are.

6. Landing Pages

Landing pages are pages users land on after clicking your ad or link. These types of pages can make or break your marketing campaign, which is why it’s crucial to ensure that all your landing pages are optimized for the highest conversions.

EngageBay does a great job of helping you build attractive pages that will convince customers to connect and convert. 

Not only are there tons of options to choose from, but there is no technical experience required and you won’t need to learn a single line of code to create stunning landing pages for your business.

Simply click on “Landing Pages” in the top navigation, choose a template, and start dragging and dropping elements to build beautiful, responsive, and high-converting pages. 

7. Sales Software

Use the platform’s sales software to reach out to your leads, make calls, and send emails directly. 

There are features that allow you to send follow-up messages based on user behavior. Visually track leads in your sales pipeline, build better customer relationships, and close deals faster.

If you’re ready to sell like the pros, then you’ll love what EngageBay has to offer. There’s an exhaustive suite of sales tools, including:

  • Contact Management
  • Email Tracking
  • Email Sequences
  • Appointment Scheduling
  • Telephony
  • Project Management
  • Gamification
  • Multiple Tail Pipelines
  • Sales Automation

… and many more.

Contact management, in particular, is an extremely useful tool that will give you a 360-degree view of your customers by allowing you to track all interactions and store them in one place. 

You’ll be able to prioritize your leads using a smart scoring system and your sales team will never again have to waste time chasing cold leads. Ultimately, this feature will help you build a happier customer base.

8. Helpdesk Software

Align your marketing, sales, and customer service teams to create an unforgettable customer experience. 

EngageBay provides you with all the tools for tracking customer interactions so you can manage your customer relationships and expectations from one convenient place.

Deliver exceptional customer service across all your teams by keeping the customer at the center of your business.

Market better, sell faster, and support smarter – all from a single platform.

Turn customers into brand ambassadors using the platform’s sophisticated live chat, helpdesk, and powerful knowledge base. 

The intuitive ticketing tool allows you to provide effective support that will delight your customers.

The help desk software comes with the following popular features:

  • Ticket Management
  • Macro
  • Views
  • Ticket Automation

Your team can use macros as shortcuts when they have to frequently respond to, and queries. This way, you’ll be able to free up a lot of the agent’s time so they can focus on tickets and avoid mundane or repetitive tasks. 

With the platform’s seamless stack of service features, such as Customer Feedback Forms, Knowledge Base, Canned Responses, etc., your support team will be able to connect better with customers and resolve issues faster. 

Ultimately, these tools will help you keep customers happy and satisfied, thereby increasing the chances that you will be able to retain those customers for a lifetime.

In addition to that, the platform also has a chat widget that you can use on multiple websites.

Increase customer happiness and boost conversions by offering help on your website the instant customers needneeded. You can use the chat form customization feature to ensure that your chat matches your brand. 

Get instant notifications allowing you to provide your customers with timely replies. This customer service product also has pop-up messages that can be displayed on different sites

All in all, you get intelligent control on EngageBay, which means you’ll be able to resolve queries faster while delivering exceptional support to your customers. 

View new, open, and closed tickets and track status easily from one place. 

You can also put together a library of template responses to all your commonly asked questions, giving your team a quick and easy way to provide answers and second. This will also help you keep your brand’s messaging consistent.

Best of all, the platform has “Service Quality Rules” which allows you to set up escalation rules as well as monitor the completion of each support task as a way to ensure that your customer service team provides quality service.

EngageBay Pros and Cons

As with every other software tool in the market, EngageBay comes with its own set of pros and cons, including the following:


  1. Smart, User-Friendly Interface: EngageBay’s dashboard is simple and easy to navigate. Even total beginners will find the intuitive interface a lot easier to use than most other CRM systems or marketing automation tools.
  2. Highly Cost-Effective: This is an all-in-one platform with incredible functionality. It encompasses marketing, sales, lead management, etc. all at one affordable price.
  3. High Storage Capacity: The platform has a great capacity to meet your needs for storing contacts, images, and other information. 
  4. Push Notifications: The platform allows you to quickly and easily send engaging push notifications to your contacts. 


  1. Limited Landing Page Templates: EngageBay doesn’t have as many landing page template options as you might expect from a tool of its caliber. However, the platform is continually making improvements to its offerings.

EngageBay Competitors

The marketing world is filled with countless tools to cater to businesses of all sizes. And while EngageBay offers the most comprehensive suite of marketing features at an affordable cost, it’s not the only tool out there that can take care of your needs. 

Here’s a quick look at three of EngageBay’s top competitors to consider.

1. EngageBay vs ClickFunnels

Although ClickFunnels excels at creating unique and effective landing pages, EngageBay is the overall winner because it has more functions and features – the chief of which is the CRM tool. In fact, compared to ClickFunnels, EngageBay has better functionality, a more affordable price point, and greater storage capacity for images, contacts, etc.

2. EngageBay vs ConvertKit

Convert Kit is excellent for email marketing and lead generation automation. But compared to EngageBay, the platform lacks the full CRM solution that most small businesses and startups need. 

While Convertkit is perfect for professional bloggers who need tools like opt-in forms, drip email, and landing pages, Engagebay has higher functionality and an integrated CRM giving you the most bang for your buck. 

3. EngageBay vs HubSpot

Although both platforms offer many of the same features, EngageBay is significantly cheaper than HubSpot. It’s also a lot easier to use. 

The learning curve is shorter and you can build high-quality, high converting pages quickly and easily on EngageBay. Best of all, the platform’s marketing automation is designed to be intuitive, which means you can create effective workflows with no advanced knowledge required.

EngageBay Pricing

One of the best things about EngageBay is that it allows you to choose whether you want to get the entire stack or simply the pieces you need. This means that you only pay for the features you use. 

For example, you might choose the All-in-One plan, or alternatively, you might go for the Marketing plan or the CRM and Sales Bay plan. 

You get a free, no-hassle migration service when moving from any other platform. There’s also a free plan that is perfect for beginners and small businesses. You can then upgrade to one of the paid plans as your business grows.

Check out the EngageBay pricing structure:

  • Free Plan: $0/month
    • Free for 15 users, no credit card required
    • Contact Management
    • 360 Degree Contact View
    • Deals
    • Tasks
    • Email Tracking
    • Appointment Scheduling
    • Gsuite Integration
    • Live Chat
  • Basic Plan: $11.99/month
    • Everything in the “Free” plan +
    • Email Templates
    • Web Pop-ups
    • Landing Page Builder
    • Lead Scoring
    • SMS Marketing
    • 3rd Party Integrations
    • Social Suite
    • Tag Manager
  • Growth Plan: $39.99/month
    • Everything in the “Basic” plan +
    • Marketing Automation
    • Push Notifications
    • Site Messages
    • Broadcast A/B Testing
    • Landing Page A/B Testing
    • Custom Domain
    • Call Records
    • Service Automation
    • Products
    • Proposals
  • Pro Plan: $79.99/month
    • Everything in the “Growth” plan +
    • Web Analytics
    • Proposal Analytics
    • SSO (single sign-on)
    • Role Management
    • Goals
    • Custom Reporting
    • Dedicated Account Manager
    • Uptime SLA
    • Phone Support

Product Support

We sifted through dozens of online reviews and the prevailing theme is that EngageBay provides extremely good customer support. 

Issues are resolved in a timely way and the support staff is knowledgeable and friendly. 

On the platform, you can get support in the following ways: 

  • Email/Helpdesk
  • Knowledge Base
  • Phone Support
  • 24/7 Live Rep
  • Chat

You’ll also find a ton of training online, including helpful webinars, videos, and even live online and in-person training. 

Important Note: Support levels on EngageBay differ according to which plan you’re on.

  • On the Free and Basic plans, you get email support and chat support. 
  • Users on the Growth plan get email and chat support, free onboarding sessions, and a dedicated account manager. 
  • Those on the Pro plan get all of this, as well as phone support.

System Requirements

EngageBay is a cloud-based, web-based, SaaS (Software as a Service) platform. You can use it on Windows and Mac, as well as Mobile (Android, iPhone, and iPad). 


The platform has an impressive range of integration partners, including:

  • Zapier
  • SendGrid
  • MailGun
  • Mandrill
  • Xero
  • Shopify
  • Amazon Web Services
  • Stripe
  • Quickbooks
  • MightyCall
  • RingCentral
  • Twilio
  • BigCommerce
  • Thinkific
  • LinkedIn
  • DocuSign

…and many others. 

Is EngageBay Legit?

According to many of the platform’s reviews online, EngageBay is a no-brainer all-in-one marketing decision. 

This is not surprising when you consider that the platform comes with all the tools you need for marketing, sales, and support are offered at an affordable price.

In fact, you can start using EngageBay for free, making it one of the best free all-in-one CRM tools out there. It also means the platform is perfect for small and growing businesses. 

Moreover, the software is extremely easy to use. with a modern, clean interface with intuitive features that make it perfect for users of all skill levels, even total beginners. 

You can set up helpful workflows and automation quickly and easily thanks to the platform’s many integrations and built-in tools, saving you lots of time, effort, and money.

Check out what this user had to say about the platform:

If you’re ready for a single solution for all your activities, sign up for a free trial right now.

I hope my EngageBay review came in handy for learning about this software.

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