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EngageBay

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Ventas y CRM · www.engagebay.com

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Resumen

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.

El problema que resuelve EngageBay

Small businesses and startups often cobble together separate tools for email marketing, CRM, live chat, and helpdesk, which gets expensive and fragmented as they grow. EngageBay solves this by bundling marketing automation, sales CRM, and customer support into one affordable, per-seat platform, so small teams get one login and one data model instead of stitching several subscriptions together.

Contexto para decidir

Usa estos puntos para comprobar si el producto encaja con tu operación, no solo con la lista de funciones.

  • Precio de entrada publicado: Free. Confirma límites de usuarios, uso y funciones por plan.
  • Despliegue: cloud. Comprueba requisitos de seguridad, residencia de datos y acceso para todos los equipos que lo utilizarán.
  • Integraciones verificadas: Zapier, Salesforce, HubSpot, Shopify, Stripe, Slack. Valida el sentido de sincronización y los límites del plan elegido.
  • La ficha se comprobó por última vez el 31/7/2026; los precios y las funciones pueden cambiar.

Cómo evaluar EngageBay

Una ficha ayuda a crear una lista corta; una prueba con el flujo real del equipo decide si la herramienta encaja. Usa esta lectura junto con los datos estructurados y confirma cualquier cambio con el proveedor.

Encaje de flujo

El registro la considera especialmente adecuada para 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. Comprueba que ese contexto coincide con el volumen, los roles y los procesos que debe soportar tu equipo.

Preguntas del piloto

  • ¿Puede EngageBay completar el flujo crítico sin trabajo manual fuera de la herramienta?
  • ¿Las conexiones registradas (Zapier, Salesforce, HubSpot, Shopify) cubren el sentido de sincronización, los permisos y el volumen que necesitamos?
  • ¿Qué límites de usuarios, uso, almacenamiento, soporte o seguridad aparecen después del precio inicial?

Evidencia y vigencia

Esta ficha se comprobó el 31/7/2026. La fecha indica cuándo se revisó el registro, no una garantía de que el proveedor no haya cambiado sus condiciones después.

Ideal para

  • 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

No encaja 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

Por qué está listada

  • Bundles marketing automation, sales CRM, and helpdesk into one affordable per-seat product aimed at startups
  • Genuine free tier plus a real built-in auto-dialer/telephony option, unusual at this price point

Precios

Free

Free

250 contacts, core email marketing, CRM, helpdesk and live chat for solo users testing the platform.

  • Email marketing & autoresponders
  • Basic CRM
  • Helpdesk
  • Live chat
  • Landing pages (limited)

Basic

$14 per user/month (annual)

Entry paid tier for small teams needing lead capture and light automation, 500 contacts.

  • Email templates
  • Web pop-ups
  • Landing page builder
  • Lead scoring
  • SMS marketing
  • Third-party integrations

Growth

$60 per user/month (annual)

Mid-tier for growing teams needing marketing and service automation at 5,000 contacts.

  • Marketing automation
  • Push notifications
  • Site messages
  • A/B testing
  • Service automation
  • Proposals

Pro

$110 per user/month (annual)

Top tier for larger teams needing analytics, SSO and dedicated support at 50,000 contacts.

  • Web analytics
  • Proposal analytics
  • SSO
  • Role management
  • Custom reporting
  • Dedicated account manager
  • Phone support

Funciones

AI featuresAI email/content generation, deal scoring, and a chatbot exist but are less mature than category leaders
Custom objectsCustom fields confirmed across Contacts/Companies/Deals/Tickets; full custom-object creation not independently confirmed
Email & calendar syncGoogle Calendar/Contacts and Outlook/Office 365 sync confirmed
Lead scoringIncluded from the Basic paid tier
Mobile appNative iOS and Android apps
Native callingClick-to-call and auto-dialer in the UI, delivered via telephony integrations like Twilio and Aircall
Public APIDocumented REST API covering contacts, companies, deals, events, sequences
Reporting & dashboardsCustom reporting and pipeline dashboards, though cross-pipeline stacking is limited
Workflow automationCross-module automations spanning marketing, sales, and service
Sales forecastingStage/probability-weighted forecasting exists but no dedicated forecasting page found

Integraciones

ZapierSalesforceHubSpotShopifyStripeSlackTwilioWhatsApp (Gupshup)ZoomGoogle CalendarXeroQuickBooksPayPalCalendlyDocuSignMailchimpPipedrive

Seguridad y cumplimiento

GDPR

Pros y contras

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

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

Qué muestra el registro

4.7/5
625 reviews agregadasÚltima comprobación 2026-07-31

Reviewers on G2 and Capterra consistently praise EngageBay as an affordable, easy-to-use all-in-one alternative to HubSpot that bundles marketing, sales, and support in one system, with responsive live-chat support. Recurring criticism centers on limited customization and reporting depth once teams outgrow the basics, plus friction in the landing-page builder.

Resumen y puntuación agregados de plataformas públicas de reseñas. Enlazamos a las reseñas originales en lugar de reproducirlas — lee la fuente antes de decidir.

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