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EngageBay

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Sales & CRM · www.engagebay.com

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Overview

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.

The problem EngageBay solves

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.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: Free. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Zapier, Salesforce, HubSpot, Shopify, Stripe, Slack. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/31/2026; pricing and features can change.

How to evaluate EngageBay

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for 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. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can EngageBay complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Zapier, Salesforce, HubSpot, Shopify) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/31/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • 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

Not a fit if

  • 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

Why it’s listed

  • 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

Pricing

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

Features

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

Integrations

ZapierSalesforceHubSpotShopifyStripeSlackTwilioWhatsApp (Gupshup)ZoomGoogle CalendarXeroQuickBooksPayPalCalendlyDocuSignMailchimpPipedrive

Security & compliance

GDPR

Pros & cons

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

Cons

  • 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

What we found

4.7/5
625 reviews aggregatedLast checked 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.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

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