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EngageBay vs. Planhat

Elaborado a partir del registro investigado y revisado de cada herramienta. Las cifras se contrastan con las páginas públicas de precios en el momento de la investigación — confirma siempre el precio actual con el proveedor antes de comprar.

La versión corta

EngageBay parte de Free por usuario, frente a Planhat con Custom pricing. EngageBay tiene la valoración agregada más alta (4.7/5 frente a 4.5/5). Planhat lista más integraciones (19+ frente a 17+).

Comparación completa

EngageBaydesde Free
Planhatdesde Custom pricing
Audyense Score73ASSólido66ASAceptable
PosicionamientoAll-in-One CRM Built for Startups and Growing BusinessesA customer platform that unifies account data, health scoring, and workflow automation for B2B customer success and account management teams.
Plan gratuitoSíNo
ImplementaciónNube / SaaSNube / SaaS
Mejor encajeStartup, PYMEPYME, Mediana empresa, Empresa
Planes de precio
  • FreeFree
  • Basic$14
  • Growth$60
  • Pro$110
  • PlanhatCustom pricing
AI featuresParcialAI email/content generation, deal scoring, and a chatbot exist but are less mature than category leadersSíRepositioned around ‘agentic’ AI (automated touchpoint capture, AI-driven playbooks, MCP integration).
Custom objectsParcialCustom fields confirmed across Contacts/Companies/Deals/Tickets; full custom-object creation not independently confirmedSíHighly flexible, custom data model is a repeatedly cited strength in reviews.
Email & calendar syncSíGoogle Calendar/Contacts and Outlook/Office 365 sync confirmedSíNative email and calendar integration included on all plans.
Lead scoringSíIncluded from the Basic paid tierNoScoring engine is built for customer health/churn-risk, not top-of-funnel lead scoring.
Mobile appSíNative iOS and Android appsNoNo evidence of a dedicated native mobile app; product appears web-only.
Native callingParcialClick-to-call and auto-dialer in the UI, delivered via telephony integrations like Twilio and AircallNoNo native dialer; integrates with third-party calling tools (Aircall, Ringover, Gong) instead.
Public APISíDocumented REST API covering contacts, companies, deals, events, sequencesSíOpen API access included across plans plus a documented developer portal.
Reporting & dashboardsSíCustom reporting and pipeline dashboards, though cross-pipeline stacking is limitedParcialCustomizable dashboards are core, but reviewers flag reporting/analytics as less polished than dedicated BI tools.
Workflow automationSíCross-module automations spanning marketing, sales, and serviceSíPlaybook-based automation is a headline feature and consistently praised in reviews.
Sales forecastingParcialStage/probability-weighted forecasting exists but no dedicated forecasting page foundParcialCRM module includes revenue/pipeline tracking, but this is a newer addition layered onto a CS-first platform.
Integraciones verificadas17+19+
Valoración agregada4.7 · 625 reviews4.5 · 953 reviews
Integraciones
ZapierSalesforceHubSpotShopifyStripeSlack+11 más
SalesforceHubSpotPipedriveZendeskFreshdeskIntercom+13 más
Seguridad y cumplimiento
GDPR
SOC 2 Type IIISO 27001GDPRCCPA
Pros
  • Affordable all-in-one alternative combining marketing, sales, and support in one system
  • Rated highly for ease of use and an intuitive interface, especially for non-technical users
  • Support quality frequently called out as responsive, particularly live chat
  • Good value via a genuine free tier for very small teams
  • Clean, well-designed, highly customizable interface — users can lay out dashboards and views to match their own workflow
  • Strong 360-degree customer view with dynamic health scoring that makes it easy to spot renewal/churn risk
  • Powerful playbook/workflow automation that saves CSMs manual work
  • Responsive, knowledgeable customer support called out repeatedly across review platforms
Contras
  • Lacks the depth and customization larger or scaling businesses eventually need
  • Landing page builder has friction; mobile and desktop versions must be edited separately
  • Social integrations limited mainly to Facebook, Twitter, and Instagram
  • Reporting cannot stack multiple pipelines or custom fields in one view
  • Real learning curve for advanced features — building filters, triggers, and complex workflows often requires a dedicated technical admin
  • Reporting and analytics module is less polished than dedicated BI or reporting-only tools
  • CRM sync/integration setup described by some users as unintuitive and fiddly to manage
  • Fully custom, quote-only pricing with no public numbers makes it hard to budget or comparison-shop up front
Visitar EngageBay ↗Visitar Planhat ↗

Lectura editorial de la comparación

La tabla resume los datos estructurados; esta sección explica cómo interpretar las diferencias para una decisión de compra real.

Encaje y límites de cada herramienta

EngageBay

EngageBay is an all-in-one marketing, sales, and support CRM platform that combines email marketing, sales pipeline/deal management, helpdesk, and live chat in a single system. It is positioned as an affordable alternative to larger suites like HubSpot, targeting small and mid-sized businesses and startups.

Encaja especialmente con: Startups and small businesses wanting marketing + sales + support in one affordable tool instead of stitching together point solutions Budget-conscious teams evaluating HubSpot/ActiveCampaign alternatives Small sales teams wanting built-in telephony/auto-dialer without a separate calling tool

Puede no encajar si: Larger or fast-scaling organizations needing deep customization, multi-pipeline reporting, or enterprise-grade controls Teams requiring extensive social-channel marketing beyond Facebook/Twitter/Instagram

Planhat

Planhat is a customer platform that centralizes account, usage, and revenue data into a single customer view, with dynamic health scoring, playbook automation, and dashboards built for customer success and account management teams. It positions itself as an alternative to point CS tools by also offering CRM and professional-services-automation modules on one data model, with an open API and deep customization.

Encaja especialmente con: Customer success and account management teams that need a single system of record for account health, usage, and renewal risk Mid-market to enterprise B2B SaaS companies with a dedicated CS/RevOps function willing to invest time in configuration Organizations that want CS, light CRM, and professional-services automation on one underlying data model

Puede no encajar si: Very small teams or solo founders who want a low-cost, self-serve tool with transparent per-seat pricing Teams that need best-in-class native reporting/BI or heavy outbound sales-calling functionality out of the box

Precios y estructura de planes

EngageBay: Precio inicial publicado Free

  • FreeFree
  • Basic$14 per user/month (annual)
  • Growth$60 per user/month (annual)
  • Pro$110 per user/month (annual)

Planhat: Precio inicial publicado Custom pricing

  • PlanhatCustom pricing

Capacidades que conviene validar

  • EngageBay: AI features, Custom objects, Email & calendar sync, Lead scoring, Mobile app Integrations include Zapier, Salesforce, HubSpot, Shopify.
  • Planhat: AI features, Custom objects, Email & calendar sync, Public API, Reporting & dashboards Integrations include Salesforce, HubSpot, Pipedrive, Zendesk.

Preguntas antes de cambiar

  • ¿El plan de EngageBay incluye las funciones y límites que necesitamos?
  • ¿El plan de Planhat incluye las funciones y límites que necesitamos?
  • Does the exact integration path for Zapier, Salesforce, HubSpot support the sync direction, permissions, and volume we need?
  • Is a hosted-only deployment acceptable for the team and customers who will use this system?

Cómo evaluar esta lista corta

Una comparación útil convierte las diferencias de Ventas y CRM en una prueba concreta. Usa estos pasos para evitar elegir por una tabla de funciones o por el precio más bajo.

  1. Empieza con un flujo de trabajo representativo de Ventas y CRM, no con una lista de funciones. Define quién lo usará, qué datos entran y qué resultado debe producir.
  2. Prueba el recorrido completo con Zapier, Salesforce, HubSpot: permisos, dirección de sincronización, errores y límites de volumen suelen importar más que el nombre de una integración.
  3. Compara el coste del escenario real, incluidos usuarios, uso, almacenamiento, soporte y cualquier requisito de contrato. El precio inicial por sí solo no mide el coste de adopción.
  4. Antes de cambiar, registra qué evidencia falta, pide una demostración del flujo crítico y confirma seguridad, residencia de datos, exportación y soporte con cada proveedor.

Las señales estructuradas ayudan a reducir la lista, pero una prueba con un flujo real sigue siendo la mejor forma de validar la decisión.

Base de investigación

Última comprobación: 2026-07-31. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Fuentes consultadas: EngageBay product site, G2, Capterra; Planhat product site, G2, Capterra