EngageBay

AI-powered automation for marketing, sales & support in one CRM platform

Marketing Automation
★★★★☆ 4.3
2018 Founded
51-200 Employees
150,000+ Customers
Wilmington, DE, United States Headquarters

Quick Facts

Starting Price
12.74
Pricing Model
freemium
Company Type
private

About EngageBay

EngageBay is an AI-powered, all-in-one CRM platform built to help small and mid-sized businesses manage marketing, sales, and customer support from a single, unified system. The platform combines email marketing, marketing automation, sales CRM, helpdesk, and live chat to replace multiple point solutions with one cohesive stack. Its value proposition centers on delivering HubSpot- and Salesforce-like capabilities at a fraction of the cost, with a strong emphasis on ease of use and rapid onboarding.

Founded in 2018 and headquartered in Wilmington, Delaware, EngageBay was designed as a cost-effective alternative for startups and SMBs that find enterprise CRMs too expensive and complex. The company has grown steadily, reporting tens of thousands of paying customers and marketing itself as trusted by over 150,000 companies worldwide across sectors like IT services, marketing agencies, SaaS, professional services, and e-commerce.

Product-wise, EngageBay is organized into four primary modules: the All-in-One Suite, Marketing Bay, Sales & CRM Bay, and Service Bay. Core capabilities include email marketing and sequences, visual marketing automation workflows, landing pages and web forms, contact management with a 360° customer view, sales pipeline and deal management, appointment scheduling, and built-in helpdesk and live chat. More recently, EngageBay has layered in AI features such as AI email/content generation, AI lead and deal scoring, and AI-driven insights to streamline repetitive work and improve decision-making.

In the marketing automation and SMB CRM market, EngageBay positions itself against vendors like HubSpot, ActiveCampaign, Zoho, and Brevo (Sendinblue) by emphasizing an aggressive price-to-feature ratio, a usable free-forever plan for up to 15 users, and bundled support tools (helpdesk and live chat) that many competitors sell separately. Reviews on G2 and Capterra consistently highlight EngageBay’s affordability, responsive support, and breadth of features, while also noting trade-offs in advanced reporting depth, integration breadth, and mobile app polish compared to larger, enterprise-focused platforms.

Key Features

All-in-one CRM suite - unified marketing, sales, and support tools in a single platform so teams share one 360u00b0 view of each contact

Marketing automation workflows - visual, rule-based workflows to automate campaigns, nurturing, scoring, and lifecycle messaging

Email marketing & sequences - bulk email broadcasts, drip sequences, autoresponders, and personalization with templates and A/B testing

Landing page & form builder - drag-and-drop landing pages, web forms, and popups with custom domains and A/B testing

Contact management & 360u00b0 customer view - centralized profiles aggregating activities, emails, deals, tickets, and web behavior

Sales CRM & pipeline management - deals, stages, tasks, forecasting, leaderboards, and account-based management

Appointment scheduling - publish personal or team calendars, let prospects self-book, and sync with Google/Office 365 calendars

Built-in helpdesk & ticketing - support inbox, SLAs, views, macros, canned responses, and ticket routing for customer service teams

Live chat & chat widget - real-time website chat with routing, canned replies, and integration into contact records and tickets

AI features - AI email and content generation, AI-driven lead and deal scoring, and AI insights for productivity and prioritization

SMS marketing & push notifications - send SMS campaigns and web push notifications as part of multi-channel workflows

Site messaging & web rules - in-app and on-site messages triggered by behavior, segments, or lifecycle stage

Telephony & call management - click-to-call, auto-dialer, call logs and recordings, call scripts, and call reporting

Segmentation & scoring - dynamic lists, behavioral segmentation, and predictive lead scoring to prioritize high-intent contacts

Reporting & analytics - dashboards for campaigns, pipelines, and support KPIs with basic custom reporting on higher tiers

Pros & Cons

👍 Pros

  • Very affordable compared to tools like HubSpot and Salesforce while still offering a broad all-in-one feature set.
  • Intuitive interface and relatively quick setup; many users report getting basic workflows and campaigns running in hours or days.
  • Strong automation capabilities for email sequences, workflows, and task automation that save time for small teams.
  • Responsive, hands-on customer support with live chat, email, and onboarding assistance often praised in reviews.
  • Built-in helpdesk and live chat alongside CRM and marketing tools, reducing the need for separate support software.

👎 Cons

  • Reporting and analytics are more basic than in enterprise CRMs, with limited customization of advanced reports.
  • Mobile apps are less polished and full-featured than the web app, with some users reporting missing capabilities or occasional glitches.
  • Native integration catalog is smaller than major competitors; some apps require Zapier or other middleware and a few integrations feel limited.
  • Occasional bugs, UI quirks, or delays in updating campaign statistics are mentioned, especially as accounts grow more complex.
  • Some users find the breadth of features leads to a learning curve for advanced automation and configuration.

User Reviews

G2
4.7
★★★★★
Capterra
4.7
★★★★★
TrustRadius
7.0
★★★★★

Integrations

Zapier Shopify WooCommerce BigCommerce Ecwid SendGrid Mailgun Amazon SES Stripe LinkedIn Facebook Lead Ads Slack Twilio WhatsApp Jotform Asana Google Meet Google Contacts Google Calendar Outlook Office 365 Salesforce Zoom Mailchimp Aircall Trello DocuSign RingCentral Xero OpenAI

Best For

Company Size

smb mid-market

Industries

SaaS Information Technology & Services Marketing & Advertising Professional Services Agencies Ecommerce

Use Cases

B2B and B2C email marketing campaigns Marketing automation and lead nurturing Sales pipeline and deal management All-in-one CRM consolidation for SMBs Customer support ticketing and live chat Appointment scheduling and follow-up automation

FAQ

What is EngageBay?

+

EngageBay is an AI-powered, all-in-one CRM and marketing automation platform designed for startups and small to mid-sized businesses. It combines email marketing, marketing automation, sales CRM, contact management, appointment scheduling, helpdesk, and live chat into a single system so teams can attract leads, nurture them, close deals, and support customers without using multiple separate tools.

How much does EngageBay cost?

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EngageBay offers a free-forever plan for up to 15 users and around 250 contacts, including core CRM, email marketing, landing pages, helpdesk, and live chat. Paid All-in-One plans start at roughly $12.74 per user per month for the Basic tier (on biennial billing), with Growth and Pro tiers adding higher contact limits, full marketing automation, advanced reporting, and dedicated account management. Pricing varies by billing term and contact volume, and detailed pricing is listed on EngageBay's All-in-One pricing page.

What are the main features of EngageBay?

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Key EngageBay features include email marketing and sequences, visual marketing automation workflows, landing page and web form builders, contact management with a 360u00b0 customer view, sales CRM and deal pipelines, appointment scheduling and calendar sync, built-in helpdesk and ticketing, live chat, SMS marketing, push notifications, AI email and content generation, AI lead scoring, and reporting dashboards. The platform is organized into Marketing Bay, Sales & CRM Bay, Service Bay, and an All-in-One Suite that bundles everything together.

Who are EngageBay's main competitors?

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EngageBay primarily competes with other SMB-focused CRMs and marketing automation platforms, including HubSpot, ActiveCampaign, Zoho CRM/Zoho One, Brevo (Sendinblue), and Pipedrive (often paired with separate marketing tools). Buyers comparing solutions typically evaluate EngageBay on its bundled feature set, pricing, and support experience versus these alternatives.

Is EngageBay good for small businesses?

+

Yes. EngageBay is specifically built for startups and small to mid-sized businesses that need powerful marketing automation and CRM capabilities without enterprise-level pricing or complexity. The free-forever plan, relatively low per-user pricing, and unified interface make it accessible to lean teams, while automation, templates, and onboarding assistance help non-technical users get value quickly. Larger enterprises or highly complex organizations may find its analytics, integrations, and customization options less comprehensive than big-suite CRMs.

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