EngageBay CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

EngageBay CRM

4.7

(906)

FrontRunner 2026

Pricing

Starting at $14.99 per month

About EngageBay CRM

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.

Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.

EngageBay enables businesses to use Zapier and Xero integration...

EngageBay CRM Screenshots

EngageBay CRM Pricing and Plans

Starting price: $14.99 per month

Free Trial

Free Version

Free

$0.00

per user, per month

Plan includes:

250 Contacts
Email Marketing
Autoresponders
Email Broadcast
Sequences
Lead Grabbers
Landing Pages
CRM
Helpdesk
Live Chat

Basic

$14.99

per user, per month

Plan includes:

500 Contacts
Email Templates
Web Pop-ups
Landing Page Builder
Lead Scoring
SMS Marketing
3rd Party Integrations
Social Suite
Tag Manager

Growth

$64.99

per user, per month

Plan includes:

5000 Contacts
Marketing Automation
Push Notifications
Site Messages
Broadcast A/B Testing
Landing Page A/B Testing
Custom Domain
Call Records
Service Automation
Products

Pro

$119.99

per user, per month

Plan includes:

Unlimited Contacts
Marketing Automation
Web Analytics
Proposal Analytics
SSO
Role Management
Goals
Custom Reporting
Dedicated Account Manager
Uptime SLA

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EngageBay CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of EngageBay CRM
A/B Testing
Access Controls/Permissions
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
Alerts/Escalation
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Audience Targeting
Automated Publishing
Automated Responses
Automated Routing
Automated Scheduling
Automatic Call Distribution
Automatic Outbound Dialer
Autoresponders
Auto Update
Availability Management
Batch Processing
Behavior Tracking
Calendar/Reminder System
Calendar Sync
Call Center Management
Call Disposition
Caller ID
Call Monitoring
Call Recording
Call Routing
Call Scheduling
Call Scripting
Call Tracking Metrics
Campaign Management
Campaign Personalization
Campaign Planning
Campaign Specific Signature
Canned Responses
CAN-SPAM Compliance
Channel Management
Churn Management
Click Tracking
Client Database
Client Management
Client Tracking
Communication Management
Computer Telephony Integration
Confirmations/Reminders
Contact Database
Contact Management
Content Creation
Content Delivery
Content Management
Conversion Rate Optimization
Conversion Tracking
CRM
Customer Database
Customer Engagement
Customer History
Customer Management
Customer Segmentation
Customer Social Profiles
Customer Support
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Synchronization
Deal Management
Document Storage
Donor Management
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Marketing
Email Monitoring
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Feedback Management
File Sharing
For AEC Industry
Forecasting
For Insurance Industry
For iPad Devices
Form Builder
For Nonprofits
For Real Estate
For Sales Teams/Organizations
For Small Businesses
For Startups
Gamification
Geotargeting
Goal Management
Goal Setting/Tracking
Group Scheduling
Help Desk Management
Image Library
Inbox Management
Incident Management
Interaction Tracking
Internal Chat Integration
IT Asset Management
Keyword Filtering
Knowledge Base Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Leaderboards
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Live Chat
Location Tracking
Macros/Templated Responses
Marketing Automation
Marketing Calendar
Mass Texting
Meeting Management
Mobile Access
Mobile Alerts
Mobile Optimization
Multi-Account Management
Multi-Campaign
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Channel Marketing
Multiple Site Management
Multivariate Testing
Notification Scheduling
Offline Form
Onboarding
Online Booking
Online Forms
Performance Management
Performance Metrics
Personalization
Pipeline Management
Post Scheduling
Power Dialer
Predictive Analytics
Proactive Chat
Progressive Dialer
Progress Tracking
Proposal Generation
Prospecting Tools
Queue Management
Real-Time Chat
Real-time Consumer-facing Chat
Real Time Editing
Real-Time Monitoring
Real-Time Notifications
Real-time Scheduling
Real-Time Updates
Recommendations
Referral Tracking
Reminders
Reporting & Statistics
Response Management
Responsive Web Design
ROI Tracking
Routing
Sales Activity Management
Sales Analytics
Sales Forecasting
Sales Trend Analysis
Scheduled Messaging
Scheduling
Search/Filter
SEO Management
Service Level Agreement (SLA) Management
Shared Contacts
Signature Creation
Signature Management
Signature Templates
Site Search Tracking
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Subscriber Management

EngageBay CRM Integrations

Zapier

Integration rated 4.7 from 37 reviews

Twilio

Integration rated 4.6 from 27 reviews

LinkedIn for Business

Integration rated 4.5 from 13 reviews

WordPress

Integration rated 4.7 from 11 reviews

Mailchimp

Integration rated 4.5 from 11 reviews

Google Drive

Integration rated 4.9 from 10 reviews

See all 31 integrations

EngageBay CRM User Reviews

Overall Rating

4.7

Ratings Breakdown

70%

27%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.8

Functionality

4.6

Andrea L.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed January 2026

EngageBay CRM - Pleasant Interface with Excellent Customer Service

I've been using EngageBay CRM for some time now, ultimately for contact management. Any time I've had a question, their customer service has been excellent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Y favorite thing about EngageBay CRM is that it helps to keep me organized, with a colorful interface and great customer service.

Cons:

My least favorite thing about EngageBay CRM is the learning curve but this is to be expected with most software.

Phil N.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Best CRM Ive used

Fantastic - from start to finish - the right CRM backed by incredible support. The CRm streamlines and the support ensure you get there fast

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The support team - truly an example of what great support looks like. We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself integrated and using their CRM far quicker than any other system i have tested or used

Cons:

So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead hands down

Reasons for switching to EngageBay CRM

price and options and support ensured i made the switch

Michael O.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

The best CRM I've ever used

I have been able to do everything i need plus more in engagebay and the guys on the helps desk are awesome

Ratings Breakdown

Ease of use

Previously 5

Value for money

Customer support

Functionality

Previously 3

Pros:

I like pretty much everything about engagebay

Cons:

i cannot put my similar automations into folders. i cannot search automations in the search bar Automations do not allow date finder however there is a work around for this so its not too much of a problem

Reasons for choosing EngageBay CRM

it seemed to do everything i needed and more and was so much cheaper

Reasons for switching to EngageBay CRM

after about a year or 2 of being a customer i started constantly having trouble and the customer service was rude and unhelpful.

Lee M.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Always helpful support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

EngageBay may be a bit on the budget-friendly side, but their support is absolutely outstanding. [sensitive content hidden], in particular, has been incredibly helpful and solution-focused through every roadblock I’ve encountered. He’s always friendly, responsive, and gets the job done. Thank you, [sensitive content hidden]!

Cons:

It is a basic CRM and it lacks some basic functionality from a reports side. But overall, the support team can usually help you find a workaround.

Reasons for switching to EngageBay CRM

We needed more features that Mailchimp didn;t have.

Robin P.

Verified reviewer

Education Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Very highly recommended!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I've been using EngageBay for my small business for five years, and it's been wonderful. A standout has been the support offered via livechat, which has always been ultra-responsive and very helpful. It's also extremely cost-competetive, which is very important for a small business like mine. I can't recommend it highly enough.

Cons:

Nothing! It's met all of my small business's needs beautifully. (I need to keep writing here to meet the minimum character requirements.)

Reasons for choosing EngageBay CRM

Initially cost, but then full CRM functionality

Micheal t.

Verified reviewer

Industrial Automation

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

The Worst Data Security Ever, Stay away!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

System wise, nice software. But be aware, you will lose all data! They just delete it and never come back to it. You will not be able to recover it.

Cons:

Data Security, the worst. There are no backups of anything.... they upgraded to a new server, and I lost all my CRM data, only the names were still there with contact details, but none of all historical events, mails, notes, anything. I talked to support, they said, we removed all data of before because we got in trouble with the size of the database. Then they change the story, suddenly they say it was changing the server. Anyways, result is, you can never recover your data and lose all without any notice. Engagebay is a feature rich mailing tool, but that it is. Support really does not care, they are completely loose from the backend team and backend does not respond to anything at all. You can talk for hours to support, they promise to come back to things, but they dont. Updates to the system are almost none, I have been using it for years now. Only paid services are added. Please stay away if your data is important, I have really never met this level of backup and data security amateurs. Oh and, if you ever want out, there is no way of really getting your data out of the system... so beware...

Reasons for choosing EngageBay CRM

Price, options and more, they were very commercial to pull me in... but wanted directly reviews after... very annoying.

Vendor Response

Hi Michael, Sorry to know about the experience. Can you please share the email address associated with your account for us to check what exactly happened and see how we could help.

Replied August 2025

Dominik J.

Verified reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Lots of features but unreliable

Conceptually, it could be a great platform. The issue is that given the number of bugs and the unreliable marketing automation stats, it's difficult to have trust in the product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It has a lot of features. It pretty much has everything you would want in a CRM and marketing automation platform.

Cons:

It's very buggy. Support has gotten better, but there have been numerous instances where we've reached out to support, and it was common to get a response that it's something on our end. We've done our best to use it for our marketing automation purposes, but the delivered/open/click stats can't be trusted. We've A/B tested this using Sendgrid, and it was clear that the stats in Engagebay just didn't make sense.

Reasons for choosing EngageBay CRM

Engagebay came in at a lower price point.

Reasons for switching to EngageBay CRM

Thought I'd get the simliar product at a lower cost.

Bruno S.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2025

A powerful CRM with amazing support, even on the basic plan

Overall, I'm very happy with EngageBay. I'm still getting to know all the tools it offers, but it already feels like a very complete and well-designed solution. I’ve tried several CRMs and this one stands out, not only because of its features, but because of how well the support team treats you. I definitely plan to continue using it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like the most is how feature-rich the platform is, even with the basic plan. It offers tools for marketing, sales, contact management, automations, and more. All in one place. The interface is intuitive and clean, which helps a lot when you're getting started. The help desk team is absolutely fantastic. Fast, kind, and incredibly helpful every time I reach out. That level of support is not easy to find and really makes a difference, especially when you're learning the platform.

Cons:

Nothing major for now. Some features require a bit of a learning curve, but that’s expected with any powerful platform.

Reasons for switching to EngageBay CRM

I was looking for a more complete and affordable CRM that could grow with my business. After trying a few others, I found that EngageBay offered the best combination of features and usability.

Jim K.

Verified reviewer

Publishing

Self-Employed

Used daily for less than 6 months

Review source

Reviewed April 2025

Easy to setup, easy to use. Superb support

Easy to setup, easy to use. Superb support. Best I've found

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Superb customer support. You get to chat with a real person when you need one easily (Their online help is great), not some chatbot

Cons:

nothing so far.. They have answered all of my setup and user questions

Reasons for choosing EngageBay CRM

Price, ease of implementation, and customer Support

Reasons for switching to EngageBay CRM

HubSpot was too difficult to setup, wasn't responsive customers support

Satou K.

Verified reviewer

Mechanical or Industrial Engineering

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed January 2026

Best CRM at reasonable price

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The CRM, email marketing, sequences work smoothly together. The email sequences and campaigns are easy to create with rich templates which saves time. Pricing is also very less compared to other tools in the market

Cons:

It lacks advanced analytics and reporting and the mobile app lacks all the features making it difficult to access anywhere

Showing 1 - 10 of 906 Reviews

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