

EngageBay is a CRM platform designed for small businesses and startups. It bundles several functions into one tool, including marketing automation, a sales CRM, email marketing, a helpdesk, and live chat.
The platform supports teams that need to capture leads, track sales pipelines, and provide customer support. It includes AI-powered features such as a chatbot that can be trained on a company's own knowledge base to answer customer queries.
Buyers should confirm contact volume limits, as the free and basic plans have specific contact restrictions. Features such as advanced marketing automation workflows and custom reporting are available in the Growth and Pro tiers.
Supports contact management, 360-degree customer views, lead scoring, and sales pipeline tracking.
Includes email sequences, landing page building, web forms, and automated workflows.
A support tool that can be trained on specific files and knowledge bases to provide responses.
Provides ticket management, canned responses, and a live chat widget for customer support.
A built-in tool to book meetings and sync with calendars.
Using web forms and landing pages to capture leads and automated email sequences to nurture them.
Tracking deals through various stages of the sales process with lead scoring and contact management.
Using the AI chatbot and helpdesk ticketing system to manage and respond to customer inquiries.
Supporting nonprofit organizations in tracking donor relationships and managing volunteer tasks.
EngageBay offers a free plan for up to 15 users. Paid plans start at $12.74 per user per month.
Yes, EngageBay offers a free plan for up to 15 users that includes basic CRM, email marketing, live chat, and helpdesk features.
Paid plans starting at $12.74/user/month provide additional features such as marketing automation workflows, increased contact limits, and custom reporting.
The company states most businesses are up and running within a day, and they provide free onboarding sessions and video tutorials to assist.
Source category: Sales
Source subcategory: CRM
EngageBay is an all-in-one CRM for small businesses that integrates marketing automation, sales tracking, and customer support. It supports workflows like lead capture and automated emailing through AI-powered tools. Buyers should note that advanced automation and higher contact limits require a paid subscription.