Free
$0
month
Up to 15 users and 250 contacts. Includes CRM, email marketing, sequences, landing pages, help desk, and live chat.
Check current pricing →E
EngageBay
EngageBay is a cloud-based CRM suite combining sales, marketing automation, email campaigns, live chat, help desk, and AI-assisted tools.
Editorial overview
Aggregated Overview
EngageBay combines CRM, marketing, sales, support, automation, integrations, mobile access, and API tools in one platform. G2 shows strong user sentiment, while independent review commentary identifies some interface and reporting limitations.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
EngageBay Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Platforms
Android, API, iOS, Web
TechZella assessment
8.5/10
Overview
EngageBay is a cloud-based customer relationship management suite for small and medium-sized businesses. It combines contact management, deal pipelines, email marketing, marketing automation, appointment scheduling, live chat, and help desk functions.
The platform supports web access and mobile use. Its free plan includes CRM, email marketing, live chat, and help desk capabilities for up to 15 users, with a 250-contact limit shown on the pricing page.
EngageBay Pros & Cons
Pros
- Combines CRM, marketing automation, sales, live chat, and help desk tools.
- Offers a free plan for up to 15 users.
- Includes REST API, webhooks, tracking APIs, and single sign-on.
- Supports a broad range of integrations, including Zapier, Shopify, Stripe, and QuickBooks.
- Provides web access and Android and iOS mobile access.
Cons
- The all-in-one scope can create a learning curve for new users.
- Independent review commentary identifies limitations in reporting depth.
- Some advanced automation, analytics, governance, and support capabilities require higher tiers.
- The pricing page displays multiple billing-term prices, which may require careful comparison before purchase.
EngageBay Pricing & Plans
Basic
$14.99 per user
month, paid yearly
Adds 500 contacts, email templates, web pop-ups, landing page builder, lead scoring, SMS marketing, integrations, social tools, and tag management.
Check current pricing →Growth
$64.99 per user
month, paid yearly
Adds 5,000 contacts, marketing automation, push notifications, site messages, A/B testing, custom domains, call records, service automation, products, and proposals.
Check current pricing →Pro
$119.99 per user
month, paid yearly
Adds 50,000 contacts, web analytics, proposal analytics, SSO, role management, goals, custom reporting, account management, uptime SLA, and phone support.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
EngageBay Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with EngageBay.
EngageBay Features
CRM and Sales
- Contact and company management
- 360-degree contact view
- Deal pipelines and custom milestones
- Tasks and appointment scheduling
- Email tracking and scheduling
- Predictive lead scoring
- Sales dashboards
- Proposals and proposal analytics
- Goals and leaderboards
- Call records and call scripts
Marketing Automation
- Email broadcasts
- Email sequences
- Autoresponders
- Landing pages and web forms
- Web pop-ups and sticky bars
- Segmentation
- Workflow automation
- SMS marketing
- Push notifications
- Social publishing
- A/B testing
Customer Support
- Help desk ticketing
- Ticket views and macros
- Support groups
- Canned responses
- Customer notes
- Live chat
- Desktop and push notifications
- Service workflows
AI Features
- AI-assisted email content
- AI chatbot
- AI-supported marketing functions
- AI workflow assistance
Integrations and Developer Tools
- 250+ listed business integrations
- Zapier integration
- Shopify integration
- Stripe integration
- QuickBooks integration
- Mailgun and SendGrid support
- REST API
- Tracking Code API
- Webhooks
- Single sign-on
EngageBay Specifications
| Deployment | Cloud-based SaaS |
|---|---|
| Primary category | CRM Software |
| Platforms | Web, Android, iOS |
| API | REST API, Tracking Code API, Webhooks, SSO |
| Integrations | 250+ business tools listed by EngageBay |
| Free plan | Yes, up to 15 users and 250 contacts |
| Free trial | 14 days on paid plans, according to an official comparison page |
| Billing model | Per user, monthly with annual and longer-term options |
| Company type | Privately held |
| Headquarters | Wilmington, Delaware, United States |
Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.5/10Moderate confidence
EngageBay combines CRM, marketing, sales, support, automation, integrations, mobile access, and API tools in one platform. G2 shows strong user sentiment, while independent review commentary identifies some interface and reporting limitations.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
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FAQ
Does EngageBay have a free plan? Yes. The official pricing page lists a free plan with CRM, email marketing, sequences, landing pages, help desk, and live chat. It supports up to 15 users and 250 contacts.
Does EngageBay offer a free trial? The company advertises a 14-day trial for paid plans on an official comparison page. It also provides a separate free plan.
What integrations does EngageBay support? Listed integrations include Zapier, Shopify, SendGrid, Mailgun, Amazon SES, Stripe, QuickBooks, Twilio, DocuSign, LinkedIn, JotForm, Xero, Slack, Salesforce, Zoom, and many others.
Does EngageBay have an API? Yes. EngageBay documents REST APIs, webhooks, tracking APIs, single sign-on, and development resources for CRM objects such as contacts, companies, deals, products, events, and sequences.
Which platforms support EngageBay? EngageBay is available through web browsers and provides mobile access for Android and iOS. Its API supports custom integrations and automated data exchange.