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EngageBay

6.3/10

EngageBay is an all-in-one CRM that combines marketing automation, sales pipelines, and a helpdesk for small businesses and startups on tight budgets.

Data last updated November 2026 · Our methodology

Overview

EngageBay is a CRM suite that puts email marketing, landing pages, lead capture forms, deal pipelines, a helpdesk with live chat, and telephony in one dashboard. It is aimed at small businesses, startups, and freelancers who want something similar to HubSpot's combined marketing, sales, and service hubs without HubSpot's pricing. Pricing is per user per month across four tiers. The Free plan covers up to 15 users and 250 contacts. Paid plans are Basic at $14.99, Growth at $64.99, and Pro at $119.99 on monthly billing. Annual billing saves about 8 percent and two-year billing about 15 percent. Contact limits are tight: 500 on Basic, 5,000 on Growth, and 10,000 on Pro, and going beyond that means talking to sales. Marketing automation, A/B testing, and proposals start on Growth. Custom reporting, SSO, role management, team hierarchy, phone support, and an uptime SLA are Pro-only. The integrations directory lists Shopify, WooCommerce, Stripe, QuickBooks, Xero, Slack, Zoom, DocuSign, and Google and Office 365 apps. It also lists telephony providers such as Twilio, Aircall, and JustCall, plus Zapier, Make, and Pabbly for wider automation. Mobile apps are available for iOS and Android. The main limitation is depth and polish. Reviewers report bugs, slow loading, basic reporting and customization, and email deliverability issues. Combined with the low contact caps, this makes it a weaker fit as a company grows.

Our Rating

6.3
out of 10

CRM6.3/10

Analytics
5
Cost
8
Customization
5
Ease of Use
7
Integration
7
Scalability
4
Security
5
Support
7

Marketing6.3/10

Analytics
5
Cost
8
Customization
5
Ease of Use
7
Integration
7
Scalability
4
Security
5
Support
7

Who EngageBay is best for

Good fit

  • Low per-user pricing and an all-in-one suite are aimed squarely at small businesses.

  • The free plan covers up to 15 users, which lets early teams start at no cost.

  • Reviewers call it a good fit for solo operators on a budget, though contact caps are low.

  • It includes email, landing pages, forms, SMS, and automation, but automation requires Growth or above.

Less suited

  • Pipelines, calling, and sequences are covered, but reporting is basic below Pro.

  • Mid-Market
    4/10

    The 10,000-contact cap on Pro and reported scalability issues limit growing firms.

  • Reviewers describe customization and stability that fall short of enterprise needs.

Pros & Cons

Pros

  • The free plan covers up to 15 users, which is generous next to HubSpot or Zoho free tiers.
  • Marketing, sales pipelines, and helpdesk sit in one dashboard, so small teams avoid buying three separate tools.
  • Paid tiers are priced well below HubSpot's equivalent suites, and multi-year billing saves up to 15 percent.
  • Many reviewers describe support as responsive during setup, and free migration and onboarding are included.
  • The integrations directory is broad, covering ecommerce, accounting, and telephony, plus Zapier and Make for automation.

Cons

  • Contact limits are low: 500 on Basic and 10,000 even on Pro.
  • Marketing automation needs Growth or above, and custom reporting, SSO, and role management are Pro-only.
  • Reviewers report bugs, slow loading, and occasional reliability problems, including a 2025 Capterra review titled 'Lots of features but unreliable'.
  • Reporting and customization are described as basic for complex sales cycles.
  • Some users report email deliverability problems and a past price increase.

Key Features

Built-in Calling
Collaboration
Contact Management
Customer Support Management
Integrations
Lead Management
Marketing Automation
Mobile Access
Opportunity Management
Reporting & Analytics
Sales Automation

EngageBay Pricing

Free

Free
  • 250 contacts
  • Up to 15 users
  • 5 custom fields
  • 15 calling credits
  • 1,000 branded emails
  • 500 API calls per month
  • CRM, helpdesk and live chat
  • 20 AI conversations per month
  • 1 landing page, 2 email sequences
Start Free

Basic

$15/user/month

or $165/user/year (save 8%)

  • 1 GB storage
  • 500 contacts
  • 3,000 branded emails
  • 25,000 API calls per month
  • 50 AI conversations per month
  • 10 landing pages, 100 email sequences
  • Lead scoring, SMS marketing, web pop-ups
  • Third-party integrations and social suite
Get Started

Growth

$65/user/month

or $717/user/year (save 8%)

  • 5 GB storage
  • 5,000 contacts
  • 25,000 branded emails
  • Products and proposals
  • 50,000 API calls per month
  • 200 AI conversations per month
  • Marketing automation (10 automations)
  • A/B testing for broadcasts and landing pages
  • Custom domain, call recording, service automation
Get Started

Pro

$120/user/month

or $1,325/user/year (save 8%)

  • 20 GB storage
  • 100 automations
  • 50,000 branded emails
  • SSO and role management
  • Teams and team hierarchy
  • 75,000 API calls per month
  • 500 AI conversations per month
  • 10,000 contacts (more via sales)
  • Custom reporting, web analytics, goals
  • Dedicated account manager, phone support, uptime SLA
Get Started
Open interactive pricing calculatorGet a tailored cost breakdown for your team size, billing cycle, and add‑ons.

Frequently Asked Questions

Yes. The Free plan supports up to 15 users and 250 contacts, includes CRM, email marketing, and a helpdesk, and needs no credit card.

Yearly billing saves about 8 percent and biennial billing about 15 percent. For example, Pro drops from $119.99 to $110.39 or $101.99 per user per month.

The plan summaries put marketing automation on the Growth plan and above. Growth allows 10 automations and Pro allows 100.

Yes. EngageBay has built-in calling and an auto dialer, and every plan includes 15 calling credits. Call recording starts on Growth, and Twilio, Aircall, and JustCall integrations are available.

Pro is capped at 10,000 contacts. Larger volumes require a call with EngageBay sales.

SSO and role management are listed only on the Pro plan.

Yes. EngageBay has mobile apps on the Apple App Store and Google Play.