SoftwareWorld

EngageBay CRM

Claim Profile

All-in-One CRM - Marketing, Sales & Support Software

No approved reviews yet. Be the first to review
Visit Website Write a Review
Listed In
SoftwareWorld Editorial Review

Why SoftwareWorld Chooses EngageBay CRM

"Small teams and growing businesses often find EngageBay CRM useful because it brings marketing and sales management together in one place without requiring a large budget. It works well for teams that need to track contacts, send emails, and manage deals without juggling multiple tools. The setup is generally straightforward, which helps smaller teams get started quickly. That said, larger organizations with complex workflows or advanced reporting needs may find the platform limiting over time."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

EngageBay CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$12.74 / month
Free TrialAvailable
Free VersionYes
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
Buyer Contribution

Your EngageBay CRM experience can help other buyers

Used EngageBay CRM? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.

Reviews are published after SoftwareWorld moderation.

Write a Review
Trust & Transparency

Why Buyers Can Trust This Page

Structured Product Information

Consistent buyer-focused fields make software profiles easier to evaluate.

Clear Sponsored Disclosure

Paid placements are labeled and separated from product facts and reviews.

Editorial Independence

Sponsored participation does not influence SoftwareWorld's editorial assessment.

Data Transparency

Pricing and availability can change, so current details should be confirmed with the vendor.

Product Overview

EngageBay CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About EngageBay CRM

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all within an intuitive interface suitable for users with varying levels of expertise. Gain valuable insights into your customer base through detailed analytics and reports, helping you make informed decisions to drive growth. EngageBay CRM also facilitates seamless communication with customers through email, live chat, and social media integration, ensuring you stay connected and responsive. Say goodbye to the complexity of managing customer relationships – EngageBay CRM streamlines the process, allowing businesses to focus on delivering exceptional service and achieving their growth objectives with ease.
Company EngageBay
Founded 2016
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based Mac

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 5 industries available
Accounting Enterprise Retail Startups Wholesale

Why Choose EngageBay CRM

Problem it Solves

  • Problem it Solves Streamlines Customer Relationship Management For Small Businesses To Boost Sales And Engagement

Target Users

  • Target Users Small Business Owners
  • Target Users Marketing Professionals
  • Target Users Sales Teams
  • Target Users Customer Support Representatives
  • Target Users Startup Founders

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Automate Marketing Campaigns
  • Core Use Case Track Sales Leads
  • Core Use Case Analyze Customer Data
  • Core Use Case Streamline Support Processes

USP

  • USP Streamline Customer Interactions And Boost Sales Effortlessly

Pros

  • Pros All-in-one CRM keeps sales, marketing, and support under one roof
  • Pros Contact timelines show every interaction clearly without digging through notes
  • Pros Free plan is genuinely usable, not just a stripped-down teaser
  • Pros Social media profiles attach directly to contact records with context
  • Pros Affordable pricing tiers make it accessible for bootstrapped startups
  • Pros Built-in email sequences eliminate the need for a separate tool
  • Pros Pipeline views update in real time as deals move forward
  • Pros Smaller teams get enterprise-level CRM features without the enterprise price tag

Cons

  • Cons Reporting depth falls short for data-driven sales teams
  • Cons Free plan limits become restrictive as contacts grow
  • Cons All-in-one approach means no single area feels truly polished
  • Cons Navigating between CRM and marketing modules adds unnecessary friction
Editorial Buyer Guidance

Who Is EngageBay CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Customer Relationship Management For Small Businesses To Boost Sales And Engagement

Target Users

  • Small Business Owners
  • Marketing Professionals
  • Sales Teams
  • Customer Support Representatives
  • Startup Founders

Core Use Cases

  • Manage Customer Relationships
  • Automate Marketing Campaigns
  • Track Sales Leads
  • Analyze Customer Data
  • Streamline Support Processes

Unique Selling Point

Streamline Customer Interactions And Boost Sales Effortlessly

Strengths and Limitations

EngageBay CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • All-in-one CRM keeps sales, marketing, and support under one roof
  • Contact timelines show every interaction clearly without digging through notes
  • Free plan is genuinely usable, not just a stripped-down teaser
  • Social media profiles attach directly to contact records with context
  • Affordable pricing tiers make it accessible for bootstrapped startups
  • Built-in email sequences eliminate the need for a separate tool
  • Pipeline views update in real time as deals move forward
  • Smaller teams get enterprise-level CRM features without the enterprise price tag
!

Cons

  • Reporting depth falls short for data-driven sales teams
  • Free plan limits become restrictive as contacts grow
  • All-in-one approach means no single area feels truly polished
  • Navigating between CRM and marketing modules adds unnecessary friction
Category-Based Capabilities

EngageBay CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Email Management Software 25 selected features Open category ↗ ⌄
Email Tracking Contact Management Auto-Responders Signature Management Spam Blocker Email Marketing Customer Segmentation Alerts/Notifications Email Monitoring Chat/Messaging Routing Canned Responses Whitelisting/Blacklisting Search/Filter Drag & Drop Campaign Management Shared Inboxes Inbox Management Response Management Email Templates Queue Management Email Distribution Collaboration Tools Prioritization Artificial Intelligence
Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Customer Service Software 25 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management
Help Desk Software 26 selected features Open category ↗ ⌄
Automated Routing Call Center Management Real-Time Chat Performance Metrics Customer Database Self Service Portal SLA Management CRM Real Time Notifications Multi-Channel Communication Support Ticket Management Surveys & Feedback Document Storage Social Media Integration Alerts/Escalation Prioritization Workflow Configuration Ticket Management Reporting/Analytics Access Controls/Permissions IT Asset Management Email Management Customer History Interaction Tracking Knowledge Base Management Remote Access/Control
Campaign Management Software 27 selected features Open category ↗ ⌄
Lead Management Activity Dashboard Campaign Management Data Import/Export Campaign Segmentation Contact Database Campaign Planning Multi-Channel Marketing Channel Management Reporting & Statistics Lead Capture Campaign Scheduling Drip Campaigns Lead Generation Engagement Tracking Conversion Rate Optimization Visual Analytics Click Tracking Auto-Responders Template Management Customer Segmentation Multi-Campaign Campaign Analytics Social Media Integration Email Marketing AB Testing Content Management
Marketing Automation Software 30 selected features Open category ↗ ⌄
Drip Campaigns Customizable CTAs Email Marketing Engagement Tracking Customizable Forms ROI Tracking Website Visitor Tracking Lead Capture Marketing Calendar Dynamic Content Event Triggered Actions SMS Marketing AB Testing Lead Qualification Data Import/Export Conversion Tracking Social Marketing Landing Pages Template Management Segmentation Campaign Analytics Lead Generation Multi-Channel Communication Sales Analytics Lead Management Multi-Campaign Multi-Channel Marketing Marketing Automation Campaign Management CRM
Email Marketing Software 30 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking
Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Social Media Marketing Software 31 selected features Open category ↗ ⌄
Automated Publishing Campaign Analytics Commenting/Notes Tagging Contact Management Social Media Monitoring Performance Metrics Campaign Planning Multi-Campaign Content Management Social Promotion Multi-Channel Marketing Image Library Post Scheduling Email Marketing Conversion Tracking Campaign Management Drag & Drop Reporting/Analytics Engagement Tracking Multi-Channel Management Content Library AB Testing Multi-Account Management Social Media Integration Calendar Management Trend Analysis Customer Segmentation Keyword Filtering Automated Scheduling Click Tracking
Construction CRM Software 25 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management Artificial Intelligence
Healthcare CRM Software 30 selected features Open category ↗ ⌄
Patient Communications Alerts/Notifications Self Service Portal Records Management Social Media Integration Patient Management Document Management Predictive Analytics Lead Management Live Chat Forms Management Physician Management Contact Management Client Portal Forecasting Chat/Messaging Appointment Management Task Management Referral Tracking Medical History Records Campaign Management Marketing Automation Calendar Management Automated Scheduling Audience Targeting Email Management HIPAA Compliant Multi-Location Pipeline Management Billing & Invoicing
Live Chat Software 24 selected features Open category ↗ ⌄
Transfers/Routing Document Storage Mobile Access Search/Filter Single Sign On Support Ticket Management Screen Sharing Reporting/Analytics Proactive Chat Auto-Responders Multi-Channel Communication Real Time Notifications Offline Form Collaboration Tools CRM Interaction Tracking Transcripts/Chat History Contact Management Geotargeting Chat/Messaging File Sharing Canned Responses Email Management Surveys & Feedback
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 34 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions Artificial Intelligence
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 24 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management
Social CRM Software 29 selected features Open category ↗ ⌄
Lead Capture Customer Support Lead Nurturing Activity Dashboard Data Visualization Brand Tracking Contact Management Customer Engagement Social Media Monitoring Social Promotion Sales Pipeline Management Email Marketing Reporting/Analytics Tagging Communication Management Audience Targeting Marketing Automation Calendar Management Content Management Sentiment Analysis Task Management Customer Database Social Media Integration Live Chat Email Tracking CRM Customer Social Profiles Collaboration Tools Engagement Tracking
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
SMS Marketing Software 31 selected features Open category ↗ ⌄
Contact Management Interaction Tracking Text-to-Win Mobile Keywords SMS Messaging Message Personalization Campaign Management Customer Segmentation Multi-Campaign Automated Responses Reporting/Analytics Communication Management Scheduled Messaging Polls/Voting Mass Texting MMS Contact Database Chat/Messaging Campaign Planning 2-Way Messaging Live Chat Engagement Tracking Mobile Coupons SMS Marketing Alerts/Notifications Compliance Management Reputation Management Multi-Language QR Codes Reminders Open Rate Tracking
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Issue Tracking Software 27 selected features Open category ↗ ⌄
Issue Scheduling Customizable Reports Real Time Notifications Chat/Messaging Help Desk Management Assignment Management Task Management Collaboration Tools Role-Based Permissions Commenting/Notes Ticket Management Alerts/Notifications Projections Multi-Channel Communication Recurring Issues Issue Tracking Knowledge Base Management Email Management Support Ticket Tracking Monitoring Project Management Issue Auditing Prioritization Task Progress Tracking Self Service Portal Surveys & Feedback SLA Management
Appointment Scheduling Software 20 selected features Open category ↗ ⌄
Automated Scheduling Appointment Management Customer Database Credit Card Processing Client Portal Electronic Payments Billing & Invoicing Recurring Appointments Client Management Online Payments Calendar Management Multi-Location SMS Messaging Group Scheduling Online Booking Website Integration Availability Management Mobile Access Booking Management Email Management
Account Based Marketing Software 5 selected features Open category ↗ ⌄
Target Account Identification Lead Nurturing Campaign Personalization Lead Qualification Reporting/Analytics
All-in-One Marketing Platform Software 7 selected features Open category ↗ ⌄
Lead Management List Management Multi-Channel Marketing Landing Pages/Web Forms Behavior Analytics Dynamic Content Lead Nurturing
Auto Dialer Software 17 selected features Open category ↗ ⌄
Progressive Dialer Power Dialer Computer Telephony Integration Preview Dialer IVR/Voice Recognition Automatic Call Distribution Campaign Management Call Scripting Call Routing Voice Mail Call Recording Call Transfer Caller ID Predictive Dialer Call Center Management Reporting/Analytics Call Monitoring
Calendar Software 12 selected features Open category ↗ ⌄
Calendar Management Color Codes/Icons Collaboration Tools Calendar Sync Scheduling Room Booking Task Management Address Book Email Management Calendar/Reminder System Event Management Website Integration
Call Tracking Software 17 selected features Open category ↗ ⌄
CRM Call Monitoring Automatic Call Distribution Caller ID Call Reporting Contact Management Conversion Tracking Campaign Management Call Center Management Computer Telephony Integration Predictive Dialer Keyword Tracking Call Transcription API Voice Mail IVR/Voice Recognition Call Routing
Customer Experience Software 17 selected features Open category ↗ ⌄
Surveys & Feedback Dashboard Data Visualization Text Analysis Reporting/Analytics Customer Segmentation Negative Feedback Management Engagement Tracking Real-Time Notifications Knowledge Management Customizable Templates Customizable Fields Survey/Poll Management Feedback Management Customizable Forms Multi-Channel Data Collection NPS Survey Structure
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Email Tracking Software 12 selected features Open category ↗ ⌄
Audience Targeting Real-Time Notifications Email Templates Team Management Click Tracking Event Triggered Actions Contact Management Location Tracking Email Management Activity Dashboard Campaign Management Email Distribution
Franchise Management Software 16 selected features Open category ↗ ⌄
Online Store CRM Franchise Intranet Reporting & Statistics Inventory Management Job Scheduling Employee Management Audit Management Website Management Task Management Billing & Invoicing Point of Sale (POS) Financial Management Sales Activity Management Document Management Collaboration Tools
Gamification Software 17 selected features Open category ↗ ⌄
Leaderboards Goal Setting/Tracking Collaboration Tools Badge Management Performance Metrics Rewards Management Contest Management Customizable Branding Activity Tracking Learning Management Mobile Access Interactive Content Real-Time Data Reporting & Statistics Personalization For Sales Teams/Organizations Employee Engagement
Insurance Software 14 selected features Open category ↗ ⌄
Insurance Rating Contact Management Insurance Policy Management Document Management Claims Management Self Service Portal Property & Casualty Commission Management Policy Management Life & Health Workflow Management Audit Trail Quotes/Estimates Activity Tracking
IT Service Software 19 selected features Open category ↗ ⌄
Release Management Contract/License Management Knowledge Management Activity Dashboard Self Service Portal Workflow Management Service Catalog Third-Party Integrations Configuration Management Alerts/Notifications Inventory Management Change Management Problem Management Compliance Management Task Management Support Ticket Management Real-Time Monitoring Resource Allocation & Planning Service Request Management
Lead Nurturing Software 10 selected features Open category ↗ ⌄
A/B Testing Performance Metrics Lead Notifications Lead Segmentation Personalization Lead Qualification Lead Capture Drip Campaigns Campaign Management Pipeline Management
Point of Sale Software 18 selected features Open category ↗ ⌄
Restaurant POS eCommerce Management Commission Management Electronic Payments Employee Management Multi-Location Inventory Management Retail POS Returns Management Inventory Tracking Barcode/Ticket Scanning Loyalty Program Electronic Signature Accounting Integration Gift Card Management Discount Management Order Management Customer Accounts
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Push Notifications Software 10 selected features Open category ↗ ⌄
Geotargeting A/B Testing Notification Scheduling Campaign Management Behavior Tracking Campaign Analytics Web Notifications Customer Segmentation App Notifications SMS Notifications
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Web Analytics Software 12 selected features Open category ↗ ⌄
Time on Site Tracking User Interaction Tracking Referral Tracking Goal Setting/Tracking Multiple Site Management Campaign Management Web Traffic Reporting Pageview Tracking Site Search Tracking Keyword Tracking Heatmaps Funnel Analysis
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Connected Applications

EngageBay CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

EngageBay CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version Yes
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗
BASIC
$12.74 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Alternative Products

Top EngageBay CRM Alternatives

Explore leading products commonly evaluated alongside EngageBay CRM.

View All EngageBay CRM Alternatives ↗

ActiveCampaign for Marketing

Pipedrive Verified Profile

Brevo

Keap

Frequently Asked Questions

EngageBay CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all within an intuitive interface suitable for users with varying levels of expertise. Gain valuable insights into your customer base through detailed analytics and reports, helping you make informed decisions to drive growth. EngageBay CRM also facilitates seamless communication with customers through email, live chat, and social media integration, ensuring you stay connected and responsive. Say goodbye to the complexity of managing customer relationships – EngageBay CRM streamlines the process, allowing businesses to focus on delivering exceptional service and achieving their growth objectives with ease.

  • Yes, EngageBay CRM offers a free version.

  • Yes, EngageBay CRM offers a free trial.

  • No, Credit Card details are not required for the EngageBay CRM trial.

  • EngageBay CRM offers the following pricing plans & packages:

    BASIC

    $12.74 Per Month

  • EngageBay CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, EngageBay CRM offers an API.

  • EngageBay CRM can be integrated with the following applications:

    • Google Workspace , Twilio , Microsoft Outlook , Microsoft Teams , Zapier , Mailgun , Twitter/X

  • EngageBay CRM offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • EngageBay CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • EngageBay CRM supports the following languages:
    • English

  • Following are the typical users of the EngageBay CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • EngageBay CRM supports the following deployment:
    • Cloud Hosted

  • EngageBay CRM supports the following devices and operating systems:
    • Web-Based , Mac
Are you an authorized EngageBay CRM representative?

Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.

Claim Profile Profile Support
Write a Review Visit Website ↗
Get Expert Help