About EngageBay
Overview
EngageBay is an all-in-one CRM platform built for small businesses and startups. It combines marketing automation, email marketing, sales CRM, appointment scheduling, live chat, and a helpdesk in a single tool.
The company launched in 2017 and says more than 46,000 businesses use the platform. It offers a free plan for up to 15 users with no credit card required, and the platform runs in the browser with no installation.
Key Benefits
- Teams manage marketing, sales, and customer service in one platform instead of paying for several separate tools.
- A free plan covers CRM, email marketing, live chat, and helpdesk features for up to 15 users.
- An AI chatbot trains on your own knowledge base, files, and links to answer customer questions around the clock.
- Over 1,000 customizable email templates let beginners build mobile-ready campaigns without coding.
- Built-in appointment scheduling automates bookings, avoids double-booking, and sends confirmations and reminders.
- Free migration service and guided onboarding help teams move over from other platforms, including HubSpot and Salesforce.
How It Works
You sign up for the free plan without a credit card, then import existing contacts from HubSpot, Salesforce, or a CSV file. From there, you capture leads with forms, landing pages, and live chat, send email campaigns or sequences, and track every interaction and deal in the CRM. A guided onboarding session, video tutorials, and live chat or email support help you get started.
Use Cases
- Startup founders replace several subscriptions with one CRM that handles marketing, sales, and support.
- Marketing managers build email sequences, landing pages, and pop-ups, then measure results with analytics.
- Sales teams track contacts, companies, and deals through pipelines and score leads to prioritize outreach.
- Customer support teams run a helpdesk with ticketing and canned responses, and deploy an AI chatbot to reduce ticket volume.
- Consultants and service businesses let clients book meetings through built-in scheduling that syncs with their calendar.
- E-commerce owners connect Shopify, Stripe, or QuickBooks to sync customer data with their campaigns.
Why Choose This Product
EngageBay positions itself as an affordable alternative to HubSpot for small companies, and it holds a 4.7 rating across 900+ reviews. Advanced capabilities such as marketing automation and custom reporting sit in higher-priced plans, and contact limits rise by tier up to 10,000 on the Pro plan.
EngageBay Pros & Cons
- Free plan for up to 15 users with no credit card
- All-in-one marketing, sales, and service platform
- 250+ integrations including Zapier and Shopify
- AI chatbot trained on your own knowledge base
- Free migration service and onboarding support
- Free plan limited to 250 contacts
- Marketing automation requires Growth plan or higher
- Pro plan includes up to 10,000 contacts; more requires a sales call
Key Features
Email Marketing Automation
Send email broadcasts, autoresponders, and sequences automatically, with over 1,000 customizable HTML templates.
AI Chatbot
Train the chatbot on your knowledge base, files, and links so it answers customer queries instantly, 24/7.
CRM and Deals
Manage contacts, companies, deals, and tasks with a 360-degree view and automatic interaction tracking.
Appointment Scheduling
Book meetings with automatic double-booking prevention, calendar sync, instant confirmations, and reminders.
Live Chat and Helpdesk
Engage visitors with built-in live chat and manage customer tickets with views, macros, and canned responses.
Landing Pages and Forms
Build landing pages, forms, pop-ups, and sticky bars to capture leads, with A/B testing on landing pages.
Marketing Automation
Growth+Create workflows that automate emails and track customer behavior to close deals faster.
Custom Reporting
ProBuild custom reports and track goals and web analytics to guide decisions.
250+ Integrations
Connect with more than 250 business tools including Zapier, Shopify, Stripe, and QuickBooks.
SMS and Social Suite
Run SMS marketing campaigns and schedule social posts from the same platform.
EngageBay Pricing
View full pricing →- 250 contacts
- Email marketing and broadcasts
- CRM
- Helpdesk and live chat
- Landing pages
- 500 contacts
- Email templates
- Landing page builder
- Lead scoring
- SMS marketing
- Social suite
- 5,000 contacts
- Marketing automation
- Push notifications and site messages
- A/B testing for broadcasts and landing pages
- Custom domain
- Proposals and products
- 10,000 contacts
- Web analytics and proposal analytics
- SSO and role management
- Custom reporting and goals
- Dedicated account manager
- Uptime SLA and phone support
| Feature | Free Free | Basic $14.99/mo | Growth $64.99/mo | Pro $119.99/mo |
|---|---|---|---|---|
| 250 contacts | ||||
| Email marketing and broadcasts | ||||
| CRM | ||||
| Helpdesk and live chat | ||||
| Landing pages | ||||
| 500 contacts | ||||
| Email templates | ||||
| Landing page builder | ||||
| Lead scoring | ||||
| SMS marketing | ||||
| Social suite | ||||
| 5,000 contacts | ||||
| Marketing automation | ||||
| Push notifications and site messages | ||||
| A/B testing for broadcasts and landing pages | ||||
| Custom domain | ||||
| Proposals and products | ||||
| 10,000 contacts | ||||
| Web analytics and proposal analytics | ||||
| SSO and role management | ||||
| Custom reporting and goals | ||||
| Dedicated account manager | ||||
| Uptime SLA and phone support |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about EngageBay
What is EngageBay?
EngageBay is an all-in-one CRM platform for small businesses and startups. It combines marketing automation, email marketing, sales CRM, appointment scheduling, live chat, and helpdesk in one tool. Founded in 2017, it serves 46,000+ businesses and offers a free plan for up to 15 users.
Is EngageBay really free?
Yes. EngageBay offers a free plan, not a trial, that includes CRM, email marketing, live chat, and helpdesk features for up to 15 users. No credit card is required. Paid plans add advanced features such as marketing automation workflows, custom reporting, and higher contact limits.
How does EngageBay compare to HubSpot?
EngageBay says it offers comparable core features, including CRM, email automation, landing pages, live chat, and helpdesk, at a fraction of the cost. It is designed for small businesses that want an all-in-one platform without enterprise-level pricing.
How long does it take to set up EngageBay?
Most businesses are up and running within a day. EngageBay provides a guided onboarding session, video tutorials, and support via live chat and email. You can import contacts from HubSpot, Salesforce, or a CSV file, and no installation is required.
What features does EngageBay include?
It includes over 30 features across marketing, sales, and support, such as email marketing, marketing automation, CRM, lead scoring, sales pipelines, appointment scheduling, email templates, web forms, landing pages, live chat, helpdesk ticketing, deal management, and an AI chatbot.
Does EngageBay offer migration help?
Yes. The pricing page advertises a completely free migration service from any other platform. You can also import existing contacts from HubSpot, Salesforce, or a CSV file.