A Full EngageBay Review for 2024: Features, Pricing, Alternatives

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Our Verdict

EngageBay is an all-in-one CRM tool for marketing, sales, and customer service.

EngageBay is a comprehensive system for marketing, sales, and customer service efforts offered at an affordable price point for small to medium businesses. We like that it offers a free plan for users to test the comprehensive system before they buy — and its paid plans are relatively affordable.

It does particularly well providing time-saving features such as automation, lead scoring, and 360-degree customer profiles. However, we’d like to see more third-party integrations for it to begin competing with bigger-name providers such as HubSpot and Salesforce.

Pros

  • Free plan available
  • All-in-one tool for marketing, sales, and customer service
  • 360 customer profiles based on various data sources

Cons

  • Fewer third-party integrations than competitors
  • Less scalable due to software limitations

Our EngageBay review will help you decide whether this is the right CRM solution for your business. The EngageBay suite offers a comprehensive solution for marketing automation, customer relationship management, live chat, help desk, and more in a single integrated platform.

This review of EngageBay will also compare it with other leading CRM platforms to help you decide which is the best CRM for your business.

EngageBay Pricing

EngageBay has four comprehensive plans: Free, Basic, Growth, and Pro. These plans combine separate marketing, sales, and customer service products, which can also be paid for individually. We’ve broken down each plan below to highlight the different features and pricing options:

Free Basic (Billed Biennially) Growth (Billed Biennially) Pro (Billed Biennially)
Starting Price $0 $12.74 per user per month $55.24 per user per month $109.99 per user per month
Contact Limit 250 500 5,000 Unlimited
Free Trial Period Not specified Not specified Not specified Not specified
Collaboration
Lead Management
Opportunities Management
Lead Scoring
Automation ✅ (max. 10)
Team Collaboration
Integrations 48 48 48
Support Email and live chat Email and live chat Email, live chat, free onboarding, account manager Same as Growth plan + phone support
Free

EngageBay offers an entirely free plan, which is a great CRM solution for small businesses and solopreneurs.

With the capacity to store 250 contacts, EngageBay’s free tool gives you control over managing your client base. It also offers landing pages, which can help you grow your existing audience.

It provides email marketing features, like autoresponders, to help turn leads into loyal customers and a helpdesk to keep your existing clients happy.

EngageBay’s free plan provides a diverse range of sales, marketing, and customer service features to help professionally manage the client base of a small business or solo entrepreneur.

Basic — from $12.74 per user per month

With this plan, you can store up to 500 contacts and test up to 10 landing pages to better capture leads from your website and grow your client base.

Email marketing within CRM becomes more accessible with this plan since you can work from email templates. However, you’ll only be granted full access to the email builder if you opt for the Growth plan.

The Basic plan also gives you access to EngageBay’s range of third-party integrations, including Shopify, Zapier, and QuickBooks.

Growth — from $55.24 per user per month

While it’s a significant price jump, EngageBay’s Growth plan offers a robust CRM tool for businesses. The Growth plan can handle 5,000 contacts and offers a set of sophisticated lead capture tools, such as A/B testing on broadcasting and landing pages.

This plan also provides you with a custom domain to present a professional image to your online audience. You can also outsource more marketing and customer service efforts to EngageBay because it offers additional automations in both areas than the previous plans.

Pro — from $109.99 per user per month

EngageBay’s Pro plan offers a professional all-in-one CRM tool for larger teams. In addition to everything provided with the Growth plan, EngageBay Pro allows for unlimited contacts.

It also provides web analytics, proposal analytics, and custom reporting to help you gain the best insight into your marketing campaigns and sales pipeline performance.

The Pro plan also takes security seriously by offering Single Sign On (SSO) as well as GDPR compliance, which is standard across all its plans.

Additionally, this plan offers an uptime guarantee, so you can rely on your system’s reliability. If you run into trouble with your software, the Pro plan offers phone support and a dedicated account manager to help overcome any roadblocks.

EngageBay Features

EngageBay offers a wide range of features to support marketing, sales, and customer service teams. Below, we’ll discuss the standout features in more depth.

Sales AutomationLead Management & ScoringOmnichannel Customer DataEmail Marketing

Automation is one of the biggest bonuses of using a dedicated CRM system. It streamlines sales efforts by automating parts of the sales process, saving valuable time.

EngageBay offers automation to help identify potential customers, create target campaigns based on customer insights, create sales reports, follow up with customers and leads, track email open and click-through rates, and forecast sales successes.

EngageBay allows you to send emails, call, and follow up with thousands of potential customers. With the use of customer data, these mass efforts remain personalized and intentional, as you can set conditions for different time zones or other custom factors.

We also liked that EngageBay tracks the likelihood of leads to convert and provides lead scoring to help you target your efforts to the most likely customers and boost your conversion rate.

Even if you’re juggling thousands of potential leads and customers, EngageBay helps you build personalized profiles while taking into account multiple streams of data.

You can store contact information, history of communication, points of engagement, social media data, plus any personal interests in one easy-to-access page.

As your business grows, it’s important to maintain a personal touch with your customers. We found that EngageBay does a good job of providing you with the tools needed to collect as much data as possible to offer a tailored service to your customers while being able to focus your efforts on the leads that are more likely to convert.

Email marketing can be a complex nut to crack and often takes a concerted, long-term effort to see success in open and click-through rates.

To make things easier, EngageBay offers a variety of email marketing automations based on the plan you’re signed up with. Its personalized email templates can help nurture leads while automated follow-ups drive conversions.

You can also use customer insights to create appealing CTA text and target the leads most primed to convert.

EngageBay Integrations

EngageBay offers around 48 integrations. These include Xero, which helps you manage invoices and track payroll from within your CRM system, and Shopify, which allows you to integrate your e-commerce store and track your customers’ purchase history.

Other useful integrations include QuickBooks, Stripe, RingCentral, MightyCall, DocuSign, reCaptcha, and LinkedIn.

While this is decent, big names like Salesforce and HubSpot offer upwards of 1,000, which means the chances are that your existing software will integrate smoothly with your CRM system.

While integrated software isn’t a must, it can make life a lot easier, and this is one area where EngageBay falls a little short.

EngageBay Customer Reviews

EngageBay has earned a positive reputation with its customers on independent review sites like Trustpilot, where it scores an impressive 4.8/5 with 358 reviews.

The main sources of praise are how easy EngageBay is to use and the availability and helpfulness of the customer service team. Many reviewers were pleased with how promptly their issues were resolved after contacting the support team.

A few customers were frustrated that they couldn’t cancel their contracts without contacting customer support. Additionally, a couple of reviews spoke of ‘spammy’ emails and sales calls from EngageBay, although this wasn’t a common complaint.

“I’ve been with engagebay since 2021, using it for 2 of my businesses. I’m not a techie, so I appreciate the fact it’s so intuitive and that the help desk is there, answering messages when I need them – not all crms provide support when you need it at weekends and evenings. Engagebay do. And they are reliable, nice people to deal with. What’s not to like?” (sic)

“After testing 50+ different CRM tools…

I’ve looked through countless different CRM platforms and concluded, that EngageBay is perfect for growing my agency. I would definitely recommend checking them out if you are still deciding which one to choose.” (sic)

What is EngageBay Good for?

EngageBay is great if you’re looking for a well-rounded, comprehensive CRM system that provides sales, marketing, and customer service tools.

Since CRM is an extremely broad term for software that helps all three phases of the sales process – many tools are specifically designed with just one in mind.

Take Monday.com‘s sales CRM, for example, which is very sales-heavy. EngageBay, on the other hand, offers an all-in-one tool.

While it seems like a tall order for one platform to cover all bases, EngageBay luckily provides a free plan. You don’t have to enter any credit card details, so you can see for yourself whether it suits your needs at no extra cost.

EngageBay vs Top Competitors

We’ve seen what EngageBay has to offer, but how does it stack up to the competition? Below, we’ve compared EngageBay with some of the leading CRM tools on the market:

EngageBay Monday CRM Salesforce Pipedrive HubSpot Act!
Best For Affordable HubSpot alternative Intuitive UI Feature-rich contact management Ease of use Enterprise-level contact management SMBs
Starting Price (billed annually) $12.74 per user per month $12 per user per month $25 per user per month $14.90 per user per month $15 per seat per month $30 per user per month
Free Version Free plan and free trial for paid plans 14-day free trial 30-day free trial 14-day free trial Free plan and 14-day free trial 14-day free trial
Compatibility Android, iOS, Mac, Windows Android, iOS, Mac, Windows Android, iOS, Mac, Windows Android, iOS, Mac, Windows Android, iOS, Mac, Windows Android, iOS, Mac, Windows
Top 3 Features Free plan, A/B testing, lead scoring User-friendly interface, automations, customization Lead scoring, advanced reporting, over 1,000 integrations Visual sales pipeline, AI assistant, automations Generous free plan, tailored email marketing, predictive lead scoring Email marketing, cloud-based and on-premises option, excellent customer support

EngageBay vs HubSpot

EngageBay and HubSpot are similar in their offerings. Both separately provide marketing, sales, and customer service ‘hubs’ or ‘bays,’ and both offer a free plan.

It’s worth noting that EngageBay and HubSpot cater to different types of businesses. EngageBay offers marketing, sales, and service tools at an affordable price point, making it a good choice for small and medium-sized businesses.

On the other hand, our HubSpot review shows that it provides a robust and scalable platform with advanced features, like account-based marketing (ABM), revenue operations, and AI-powered tools.

However, this comes at a higher price point and is more suitable for mid-market and enterprise companies with more complex requirements.

EngageBay vs Monday CRM

We think EngageBay and Monday Sales CRM are both great platforms, but they each have a different set of strengths.

EngageBay offers an integrated marketing, sales, and service solution with powerful automation capabilities, making it ideal for businesses that want an integrated approach.

On the other hand, Monday Sales CRM is known for its visual project and pipeline management, providing a highly customizable and collaborative CRM for sales teams.

While EngageBay focuses on streamlining the entire customer journey, our Monday Sales CRM review shows it excels in sales process optimization through its intuitive Kanban-style interface and seamless integrations with popular business tools.

EngageBay vs Salesforce

EngageBay and Salesforce are both customer relationship management (CRM) platforms that offer split ‘clouds’ or ‘bays’ for sales, marketing, and customer service teams.

Similar to HubSpot, Salesforce is an established platform with a different scope to EngageBay. Our Salesforce review shows that it is an enterprise-level CRM solution with robust features and thousands of third-party integrations that can be customized to cater to large organizations with diverse needs.

On the other hand, EngageBay is designed for small and medium-sized businesses. It offers an affordable and user-friendly solution with a comprehensive set of tools for lead management, marketing automation, and customer service.

Although Salesforce is more powerful and customizable, EngageBay is a cost-effective option for businesses with limited budgets and simpler needs.

How We Test CRM Services

Over the past 13 years, Techopedia has established itself as a trusted voice in technology, including the best CRM services. Our analysis is trusted by professionals worldwide as we extensively test market-leading CRM solutions.

We meticulously examine the core functionalities, including contact, lead, and opportunity management, sales and marketing automation, reporting and analytics, and third-party integrations.

We also evaluate user reviews from multiple independent platforms to ensure we offer a comprehensive assessment that considers real-world experiences.

Thanks to our thorough testing and research process, you can rely on our recommendations when deciding which CRM system suits your business’s needs.

How to Choose the Best CRM Solution

Choosing the right CRM solution for your business can be daunting. Before making your decision, you’ll need to consider several factors.

PriceFeaturesScalabilityEase of useIntegrationsCustomer support

When selecting a CRM provider, price plays a crucial role in the decision-making process. You should opt for a plan that fits your budget and offers all the necessary functions.

Keep in mind that some CRM providers may have a minimum contract length that you need to consider when estimating your total expenditure.

As various CRM platforms are available in the market, it is important to identify the features that are crucial for your business and research the providers accordingly.

It is important to ensure that the CRM system you choose is scalable and doesn’t come with exorbitant costs. Neglecting to do so could result in complications down the road if you outgrow your plan.

If you don’t know how to use your CRM properly, it can limit your potential. We suggest choosing software that provides a trial period before purchasing so that you can confirm its ease of use. This is particularly crucial if you plan on introducing team members to the software.

It’s important to consider whether the CRM software you choose will work well with the other software you currently use.

Some of the top CRM platforms can integrate with your accounting, invoicing, and marketing tools. This will allow you to work smoothly across different platforms. So, it’s worth investigating this aspect before making your final decision.

It is important to ensure that experts are readily available if you encounter any issues with your CRM and require assistance.

Some providers offer 24/7 telephone support or live chat, while others provide a knowledge hub or community forum. If you have specific preferences, we advise confirming which support options are available from your chosen provider.

FAQs

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Alice Martin
Senior Writer
Alice Martin
Senior Writer

Alice Martin has five years experience as a writer before joining Techopedia in 2024. After completing an interdisciplinary degree in Liberal Arts and Sciences at the Universiteit van Amsterdam, she began writing in the arts and music industries. Driven by a love of research and analysis, Alice turned her attention towards all things software and technology. She now offers expert advice in these fields to help readers make informed decisions.