All-In-One Marketing Suite: Your Complete EngageBay Review


Modern consumers expect brands to deliver a personalized customer experience. They simply do not want to feel like part of a crowd when interacting with a business. Marketers understand this all too well, and that’s why there are dozens of marketing solutions designed to deliver a consistent and personalized user experience. 


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The issue, however, is most tools focus on one or only a few aspects of the customer journey. For example, you may find a tool solely focused on customer relationship management. That means if you need to conduct email marketing campaigns, you’ll have to introduce yet another tool.

Therein lies the problem.

When your team jumps between multiple platforms, it becomes harder to harmonize data. Moreover, investing in a suite of tools costs a lot, making it harder for you to see a real ROI.

That’s where EngageBay comes in. 

EngageBay brings all critical marketing tools under one roof. This platform has everything from email marketing software and CRM solutions to live chat tools and landing page builders. The goal is to make it easier for your marketing and sales team to conveniently deliver the best customer experience. Is the platform any good, though?

This quick review will look at the top EngageBay features and how they can help your business. Stick around till the end, to get balanced feedback about this all-in-one platform.

EngageBay features

EngageBay has dozens of features that can be placed into three categories: a marketing bay, a CRM & Sales bay, and a service bay. Let’s look at some of the key features under each category:

Marketing Bay

The marketing bay packs a complete suite of tools that will help you attract new customers and scale your business. Some of these tools include:

Landing page builder

EngageBay comes with a drag-and-drop landing page builder that helps you create responsive landing pages within minutes. The software offers extensive customization options allowing you to edit elements like fonts, colors, and the overall design of your landing page. These customization options also help you create unique landing pages that represent your branding style perfectly and convert.

Besides building landing pages, this platform also has a setting feature to optimize the pages for search engines. You can add meta titles and descriptions.

EngageBay lets you monitor landing page metrics like visitors and subscribers. These figures can help you determine how well your pages convert website visitors into subscribers or customers.

Email marketing software

The email marketing software offers dozens of premade email templates designed for different industries. It also allows you to create your emails through a drag and drop email builder. The builder lets you add key design elements like visuals and social share buttons into your marketing emails.

Perhaps the best feature of this software is the segmentation capability. The feature makes it easy to run personalized email campaigns at scale. You can segment your email list based on various parameters and target each segment with unique emails. You can personalize emails even further by auto-filling details like the recipients’ names.

Social media marketing software

EngageBay helps you manage your Facebook, Twitter, LinkedIn, and Instagram accounts from one place. You can schedule posts then monitor and respond to mentions, retweets, and other notifications without having to switch between multiple social networks.

EngageBay’s keyword stream also supports social listening. The feature helps track what people say about your brand on social media. It can also listen to what prospects are saying about your competitors. 

Social listening gives you an idea of how people perceive your brand. It can also help you identify and capture potential leads.

Bulk SMS marketing software

EngageBay comes with a smart bulk SMS autoresponder that sends automatic SMS responses when a lead or customer performs a particular action. For example, you can set the autoresponder to send a confirmation SMS when a lead fills up a form or a cart-abandonment message when they leave a product in the cart.

You can also personalize your bulk SMS campaigns and customize the workflows through the drag and drop designer. SMS scheduling is possible, too, so you shouldn’t have a problem sending prospecting messages at the perfect time.

Other vital features present under EngageBay’s marketing bay include:

  • Lead capture web form builders
  • Push notification software
  • Automation software for marketing, sales, and customer support tasks.
  • Predictive lead scoring
  • Video marketing templates

The marketing bay has many tools that can feel overwhelming at times. Some of these tools also have a steep learning curve. However, EngageBay has a resource section where you can learn more about these tools and harness their full potential. Here’s more information on the EngageBay Marketing Automation feature in case you need it.

CRM & Sales Bay

The CRM & Sales Bay provides the tools you need to build and maintain good customer relations. It also comes with sales tools to help you sell your products like a pro. 

The EngageBay CRM, for example, gives you a 360-degree view of every lead and customer in your sales funnel. With features like lead scoring, customer behavior tracking, and contact management, this tool goes above and beyond to prevent critical customer data from slipping through the cracks.

It even allows you to pull social media profiles into your CRM. Plus, you can integrate it with your business email. That ensures all interactions on your email are also captured on the CRM. That way, your sales and customer relationship teams will be able to communicate better with prospects and customers. 

Speaking of which, EngageBay lets you make calls directly from the CRM. Therefore, your team can conveniently access all the data they need when calling prospects or customers.

The other tools present in the CRM and sales bay include:

  • Appointment scheduling software
  • Contact management software
  • Automatic data logging and lead tracking
  • Sales gamification
  • Powerful sales reporting

CRM and sales tools play a pivotal role in boosting revenue and customer satisfaction. They also support customer retention, which is vital to increase customer lifetime value and create brand advocates out of existing customers.

Service Bay

Clients expect first-class customer service, and you can only deliver that if you have the right tools. EngageBay provides powerful customer support tools such as:

Live chat software

The live chat software helps you stay in touch with prospects and customers more efficiently. In addition to delivering faster customer support, you can use this software to take a proactive approach to customer engagement. 

For instance, you can automate certain chat messages to be deployed based on certain triggers. For example, you could have a specific message displayed when a prospect visits a particular web page. You can also use factors like location, referral website, and so on to invite prospects to specific live chats.

The live chat software maintains a chat transcript that can enrich the customer data on your CRM.

Customer support macros system

The macros system is designed to save time and boost employee productivity by automating routine responses. Let’s say, for example, new leads or customers tend to ask the same question about your product. Instead of having an employee craft an answer from scratch every time the question is asked, you can use the macros system to deploy that response automatically.

Support ticket system

The free customer support ticket system makes it possible to manage customer support requests from one dashboard. The views feature makes it even easier to stay on top of all customer requests. You can use this feature to customize your dashboard and conveniently monitor unsolved tickets, unassigned tickets, recently updated tickets, etc. 

The system also supports the automation of several tasks. For example, you can automate ticket assignment to ensure certain tickets are assigned to specific teams or employees. You can also automate the system to close tickets or send notifications to your customer reps whenever the status of a ticket is changed.

EngageBay’s service bay also has features that will help you track KPIs for employee performance. For example, it shows the time it took for an agent to resolve a particular query. Optimizing such KPIs can help you boost customer satisfaction.

EngageBay pricing

EngageBay prices start at $11.99 per user per month if you choose the biennial billing cycle. Alternatively, you can pay $13.49 per user per month or $14.99 per user per month for the annual and monthly billing options, respectively. 

One of EngageBay’s biggest selling points is that it gives you all the tools you need to grow your business. Therefore, it makes sense to pay for the whole stack. However, the company does provide an option to buy each chunk separately.

For example, you can get the marketing bay tools for just $10.39 per month for the basic plan. The CRM and Sales bay starts at the same price too. 

EngageBay also has a relatively competitive free plan. The free package includes email marketing software, autoresponders, email broadcast, lead grabbers, landing page builder, CRM, helpdesk, and live chat software. However, it limits you to only 500 contacts and 1,000 branded emails.

EngageBay pros and cons

Although EngageBay has a lot going for it, it also has some noteworthy drawbacks. Let’s take a look at some of the pros and cons of using this platform:


  • Lots of powerful tools in one place
  • Integrates with third-party apps like Shopify, Zapier, Amazon SES, etc.
  • Affordable packages
  • It has a free plan
  • You can purchase the tools in chunks if you don’t want the whole package
  • Free migration services


  • Limited email and landing page templates
  • Some users have raised issues about the social post scheduling feature

Final Thoughts

EngageBay is one of many all-in-one solutions on the market. HubSpot and Marketo are some of the other platforms that offer similar services. However, EngageBay is more affordable with decent performance. Not to mention it has a free plan.

Therefore, you should seriously consider EngageBay if you are looking for an affordable yet reliable all-in-one business solution. Sure, it does have a few drawbacks, but the pros far outweigh the cons. That’s why the platform has great ratings on review sites like G2 and Capterra.

So, why don’t you use the EngageBay free plan to take this platform for a test run?

About the author

Nicholas Prins

I'm the founder of Launch Space. We work with global companies helping them scale lead generation through SEO and content marketing. Head over to the homepage to find out more.

By Nicholas Prins