EngageBay Review: AI-Powered All-in-One Marketing Suite

EngageBay is an all-in-one marketing suite designed for small to mid-size businesses. It offers comprehensive features like email marketing, lead generation tools, contact management, and more, all centralized on a single platform. The platform is user-friendly, cost-efficient, and supports various integrations, making it a solid choice for businesses looking to manage sales and marketing processes efficiently. Users can start with a free plan and upgrade as needed, making it suitable for growing businesses.
EngageBay Review

In today’s digital world, running an email campaign or managing customer relationships with the help of a CRM not only saves time and cost but enables businesses to manage their business efficiently and effortlessly.   


Suppose you are a small or mid-size enterprise looking to scale your business Engagebay is an excellent choice for you.

Lead generation, Lead engagement, conversion of potential leads through website visitors and converting them into customers is all a part of the Engagebay package.

Engagebay is a cloud-based platform that helps businesses focus on building relationships while managing activities like contact management, helpdesk ticketing, email marketing, and much more.

The built-in CRM and manages and tracks all customer activities and leads throughout the process. Social media engagement, email templates, and customized forms can take a lot of time.

But Engagebay offers marketing capabilities that will cut down your time on all these activities.

Engagebay offers integrations with a variety of business applications so that users can connect with other third-party applications.

Contributing to an incredible customer journey helps businesses grab their customers’ attention and retain them.

Therefore, the customer experience at every touchpoint starting from the time you engage with the target audience is vital and is accomplished with Engage Bay effortlessly. 

It can be challenging to manage the entire sales process with an excellent customer experience for a fast-growing business.

Engagebay can help your business in various activities. For example, email marketing campaigns, landing pages, social media engagement, help desk, ad campaigns, and much more.

Engagebay helps you attract and engage your target audience effortlessly. Converting your potential leads into happy customers is a lot easier when you use Engagebay.

With Marketing Bay, you’ll get an end-to-end view of your customer journey, allowing you to capture and analyze deep insights about your audience.

Who can use Engage bay?

Engagebay is best suitable for freelancers, small and medium businesses. Engagebay is available on Web, Android, and iOS platforms.

If you are looking for support, then phone, email, and helpdesk options are available.

In addition, companies can train their teams through webinars, videos, live, and documentation.

 Why is Engagebay good for your business?

engagebay homepage screenshot

Single platform 

The CRM software works like a central database that contains all the customer details in one place, which means your team can focus on building solid relationships efficiently.

It means lead nurturing, increasing sales, reach out to existing and potential clients can all be done on a single platform, thus saving time and cost. 

Email exchanges, engagement metrics, customer behaviours, and much more are available in just a few clicks with Engagebay. 


You would be paying for one platform that helps you automate your marketing automation, funnel management, CRM, and lead management.

 While you keep paying to multiple platforms with the other software solutions with Engagebay, you pay once and enjoy tons of features for all your needs. 

From CRM tools to automating sales processes, Engagebay has got you covered in every aspect. 

Ease of Use 

Your team need not be technically sound. The tiny bit of learning doesn’t require tons of reading material. 

Support is available through Email, Phone, Tickets, training, and Live chat.

Lead generation 

Lead generation based on engagement metrics, customer behaviour, designation, demography, and other details is available effortlessly when you are an Engagebay user.

Centralized Data Storage 

Data is everything in the digital world. The centralized data storage enables businesses to make better decisions and manage the privacy of the data since it is available on a single platform. 


Measuring the ROI of the marketing campaigns is a lot easier when all the marketing needs are available on a single platform. 

Features of EngageBay that sets it apart

Engagebay enables users to make well-informed decisions through the combined view of customer details.  

The all-in-one sales, service, marketing, CRM, help desk, and live chat software offers a 360-degree view of the customer details.

EngageBay-Features overview

Engagebay offers features like:

Email marketingLead generation toolsLanding pagesContact management
Task managementMarketing automation servicesDeal PipelineWeb Forms
Sales automationMultiple ticketing segmentsHelp desk automation Appointment scheduling
Live chat softwareAutoresponders Double opt-in Segmentation 

Use Cases of EngageBay

EngageBay Workflow screenshot
  • Engagement Management 
  • Generation Of New Leads  
  • Helpdesk Management 

Integrations available with EngageBay

EngageBay Integration Page Screenshot
  • Zapier 
  • Xero 
  • Mailgun 
  • Mandrill  
  • Postmark 
  • Sendgrid 
  • PieSync 

Review of EnageBay from G2Crowd and Capterra:

Engagebay and Hubspot comparison  

Reviewers rated Engagebay and Hubspot a 4.6 and 4.5 out of 5, respectively, on areas like customer support, functionality, value for money, and ease of use.

Reviewers mentioned easy to use, integrate, implement, and an excellent customer service team that was proactive as a few pros for Engagebay.

EngageBay Pricing page screenshot

Reviewers suggested that the Hubspot CRM was an intuitive tool with a great layout, excellent customer service, and easy to learn.

The training manuals by Engagebay could use some improvement, and a few more additions of CRM features would completely cut down the need for using any other software, says the reviewer comments.

On the other hand, Hubspot users found that the tutorials take a little longer to understand and that there is no custom fonts import is a challenge.

“I am always on the move, and ideas often pop up in most unlikely of places. I like that this tool is so lite that I can easily use it even when I have very basic or even slow Internet speed. I even use my landing pages not merely to promote….”

Larry A, an e-learning user, says about Engagebay

“In my opinion, Hubspot is the best integrated inbound marketing tool in the market. Hubspot offers various tools that you need to implement an inbound strategy. Moreover is a very dynamic tool that is constantly being updated and enhanced with new features. We have been….” 

An Administrator from Information Technology and Services.

Engagebay and Mailchimp Comparison

Engagebay and Mailchimp Comparison

Reviewers gave an overall rating of 4.6 and 4.4 to Engagebay and MailChimp, respectively.

Both Engagebay and MailChimp offer a free trial and a free version along with a basic plan starting at $9.99 per month. 

Engagebay is best for small to mid-size businesses looking for sales and marketing automation software to help them acquire, engage, nurture and close new deals. 

Mail Chimp is a cloud-based email marketing solution tool that enables businesses of all sizes to automate and manage marketing. 

Engagebay and ActiveCampaign Comparison 

Both Engagebay and ActiveCampaign are an excellent fit for small and medium-sized businesses looking to acquire, engage, and manage customer relationships. 

ActiveCampaign is best suited for marketers, business owners, and customer service reps. 

Email notifications to help follow up on lead nurturing, lead scoring feature to track qualified leads, segmentation, deal notes, task assigning, analytics, reporting, and integrations are a few features of ActiveCampaign.

While reviewers thought that Engagebay was a very efficient software and was a great choice as a CRM for sales and lead generation, they felt very few options for templates to drag & drop and no SMS function. 

To sum it up between Engagebay, Hubspot, and ActiveCampaign, a few things to be noted are:

Hubspot offers CRM for free. However, you may have to subscribe to an expensive monthly plan to optimize it fully.

Scalability may be an issue with the Active Campaign CRM since the prices get steeper as the business expands.

However, Engagebay offers a free CRM that does not require users to subscribe to any other plans. The free features are sufficient for a small business when optimized, whether you are looking for marketing or sales automation.

Users can pay $14.99 per month to scale it for upto fifteen thousand contacts and ten thousand branded emails without paying extra for the CRM features.

Success Stories of Customer using EngageBay 


BeSpoke IT solutions Logo

Raymond B – IT project manager from bespoke IT, says, “Enabled me to capture details of interested parties for my products easily. Ease of use Feature set. Excellent customer service.” 


ATOS IT solutions Logo

‘I highly recommend the tool. It’s an awesome tool for a startup like us.”


Getting Started with EngageBay

Setting up an automation with Engagebay is easier than you would think.

First, let us look at a sample setup to understand the basics. Signup an account from here and then you can follow these steps:

  1. Create the elements required for the automation setup like forms, sequences, lists, and landing pages.
  2. Go to the campaign option on the menu and click “automation.”
EngageBay Review: AI-Powered All-in-One Marketing Suite 1

3. Click on the ‘create automation’.

4. Choose the automation and click continue.

EngageBay Review: AI-Powered All-in-One Marketing Suite 2

5.  You will move to the visual automation construction page. Click the “create automation”  button, choose the action and start the automation.

EngageBay Review: AI-Powered All-in-One Marketing Suite 3

6. You can choose the form you need.  If there are multiple options, select from the dropdown list and click on “add an event”.

EngageBay Review: AI-Powered All-in-One Marketing Suite 4

7.  Now, you begin to see the automation starting up.  You can add outcomes by clicking on the plus icon.  You can also add a condition and filter the users

EngageBay Review: AI-Powered All-in-One Marketing Suite 5

8. Now, we can add a user to include in a sequence. For this, you can click on “sequence” and then click “add action”.

EngageBay Review: AI-Powered All-in-One Marketing Suite 6

9. You will be able to view that a customer is a part of the form. They will appear in a sequence if they meet the condition. While this is a simple sample, it can become a lot more complex as per your needs.

engagebay sales automation

Final thoughts about EngageBay

If you are researching a marketing automation software, you already have researched tools like Hubspot, Marketo, ActiveCampaign and a few others. However, while there are many options, they can be pretty expensive for a small organization to invest heavily in an automation process.   

Engagebay offers a free trial and a free forever plan that covers features to help you delight your customers. With no learning curve and free features available to use, it is a great option to start with the free plan, explore, and transform your business.  

CRM features, automated marketing strategies, lead generation, email marketing, and social media engagement features coupled with pre-designed templates, customizable images, share buttons, layout, and text enable users to design and manage marketing campaigns are a part of Engagebay offerings.  

Customer segmentation through metrics like purchase history, location, age, and a few other factors help target a specific subset of users.

In addition, workflows, funnels, setting up triggers for customer actions, and a few other marketing automation allows businesses to capture leads and build landing pages for click optimization and conversions. 

From generating leads to converting them into customers, Engagebay helps businesses to automate and serve their customers better at every stage of the process.

In addition, the cost efficiency and the fact that a single platform can accomplish a lot without requiring multiple logins helps the teams to perform better and keep the data centralized.   

EngageBay is an excellent choice for a small/medium business looking to grow and considering a one-stop and cost-efficient solution for all their needs. 

What is Engagebay? 

Engagebay is a one-stop solution that enables small to mid-size businesses to automate their sales and marketing processes. Engagebay helps companies to automate, generate, engage and nurture leads efficiently. 

Can I use it for free? 

Engagebay offers a free trial and a forever free version. Users can either continue to use the free version or upgrade to a suitable subscription plan. 

Can I use it to manage email campaigns? 

Engagebay enables users to build email campaigns through pre-designed templates that allow customization with various images, text, and layout options. 

Can I change my plans? 

Yes. Users can use the free trial to understand the features and continue using the forever free plan. Users can upgrade/ downgrade plans as and when required.  

Is there any cancellation fees? 

Engagebay does not charge cancellation fees. Therefore, the current billing cycle will be as per the current plan, and there won’t be any bills for the following cycle. 

Does Engagebay accommodate integrations? 

Yes. Integrations with Zapier, Xero, Mailgun, Mandrill, Postmark, Sendgrid, and PieSync are available. 

Can I add more emails even after completing the email quota? 

Yes. Users can buy emails once their quota is over.   

Pritha Bose
Pritha Bose

I am an accomplished content marketing and communications expert with over 10 years of experience in the EdTech and SaaS industries. In my current role as a content marketer, I create engaging stories and campaigns focused on #marketingb2b, #contentdesign, #marketingdesign, #contentmarketing, and #marketingautomation. I have deep expertise in marketing automation, ecommerce tools, email marketing, project management, and content strategy. I have a proven track record of working cross-functionally to build brand awareness and promote products through immersive storytelling and campaigns. Previously, I have led content and communications initiatives for various EdTech businesses and internet products. I am skilled at developing content that resonates with key stakeholders while positioning brands strategically. With my passion for team collaboration and hands-on approach, I thrive at managing freelancers, designers, and engineers to deliver impactful campaigns across digital channels and domains. My breadth of experience allows me to be a trusted advisor to companies seeking to amplify their message and connect authentically with target audiences.

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