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EngageBay CRM has rich features which are capable of integrating sales, marketing, and service activities into one platform. Designed for Small to medium size businesses, its purpose is to capture and engage website visitors generating leads that, when used well, may convert them into loyal customers.

Its powerful email marketing tools give you option to choose several ready-made email template or create your own from a wide array of templates. You can also personalize every part of the email and send them in a click.

EngageBay is an accomplished package deal and budget friendly marketing and sales CRM system. The software works wonders with startups and small businesses by increasing the online engagement and covert usual website explorers into consistent customers. EngageBay provides strong email marketing specifications which helps you to expand your business by making use of instant email templates or design your own template. The software offers you a one stop solution by creating personalized emails, email delivery and tracking the response rate with detailed reports.

EngageBay is an easy to use and budget friendly compact marketing and sales CRM solution. Startups and small businesses work wonders using this solution, as it supports them to obtain, engage, facilitate web visitors and end up converting them into satisfied customers. Strengthen your business growth with highly efficient email marketing features presented by EngageBay. Create personalized eye catching emails using different email templates or design it according to your own preferences and send them across in one click. Design your special and creative email signature. The solution is quite simple to use, track and analyze your engagement, response rate etc.




  • Lead Scoring
  • Segmentation
  • Territory Management
  • Email Marketing
  • Quotes/Proposals
  • Document Storage
  • Engagement Monitoring
  • Target Account Identification
  • Campaign Personalization
  • Automated Scheduling
  • Group Scheduling
  • Call Recording
  • Call Scheduling
  • Progressive Dialer
  • Conversion Tracking
  • CRM
  • Event Triggered Actions
  • Interaction Tracking
  • Prospecting Tools
  • Online Behavior Tracking
  • Sales Pipeline Management
  • Shared Contacts
  • Feedback Collection
  • Churn Management
  • A/B Testing
  • Email sequences
  • Social Media Engagement
  • Triggers
  • Web Forms
  • Ticketing Management
  • Autoresponders
  • CAN SPAM Compliance
  • Reporting/Analytics
  • Image Library
  • Drip Campaigns
  • WYSIWYG Email Editor
  • Subscriber Management
  • Template Management
  • Event Triggered Email
  • Mobile Optimized Emails
  • Drip Campaigns
  • Multi-Campaign
  • Contact Database
  • Channel Management
  • Interaction Tracking
  • Contact Import/Export
  • Communication Management
  • Feedback Collection
  • Live Chat
  • Marketing Automation Integration
  • Social Media Integration
  • Routing
  • Response Management
  • Email Monitoring
  • Whitelisting/Blacklisting
  • Spam Blocker
  • AB Testing
  • Account Alerts
  • Account Management
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Auto-Responders
  • Audience Targeting
  • Automated Routing
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Management
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Email Management
  • Email Marketing
  • Email Response Control


  • Deployment: Cloud Based, Web Based, SaaS Based


  • Live Online
  • Webinars
  • Documentation

EngageBay Users

Available Support

  • Business Hours

Language Support

  • English

Company Details

  • Company Name: EngageBay

  • Headquarter: United States

  • Full Address:


It is amazing to me how feature-rich the platform is at the cost. More features and functionality than some of the ‘big guys’ for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

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The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so.

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It is hard to pick anything negative, but I would say more reporting options at an overall high-level not necessarily detailed per campaign/sequence…but that could already be in place and I am just not 100% sure where to locate that…it is so feature-rich I will be discovering everything it can do for years to come!

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I really thought it is not possible to find a system with all the features I need that is inexpensive. I and my partners are already thinking of just spending more than what we budgeted since all the other alternatives prove incomplete or just won’t work for us. Finding EngageBay allowed us to stick with the original budget without sacrificing efficiency.

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The system provided me with the means to serve my customers in a professional way using various channels. I can make and receive calls, send SMS, send an email, and even live chat. I can track the progress of issues in the ticketing system. My customers are amazed at how I can provide my services at a seeming enterprise level.

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Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics

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Quick and easy to use. All very easy. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc…).

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As a strong email marketing and automation tool, Engagebay provides to create simple HTML emails, nurture campaigns and scoring programs that provide your sales team with better overall leads. Great ease of use for the creation of campaigns. The workflows allow automating manual activities that speed up your work.

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