EngageBay vs Ontraport

EngageBay

• Small businesses that want marketing, sales and support in one tool
• Teams of up to 15 starting on a free plan with a small contact list
• Buyers who would otherwise pay for a CRM and an email tool separately

Ontraport

• Small and mid-sized businesses wanting CRM, marketing and payments in one platform
• Businesses selling courses or memberships that need pages, forms and checkout together
• Teams that want custom record types and pipelines beyond sales

EngageBay

• All-in-One plans cap contacts: 250 on Free, 500 on Basic, 5,000 on Growth and 10,000 on Pro.
• The pricing page lists marketing automation from the Growth plan, which allows 10 workflows of up to 15 nodes each.
• Prices here are for the All-in-One suite. The CRM & Sales Bay alone is $11.95, $45.99 or $73.59 per user / month, billed yearly.
• The lowest advertised rates need a two-year (biennial) term, which takes 15% off the monthly prices.

Ontraport

• No free plan is described; accounts start with a 14-day trial and then need a paid plan.
• An annual subscription is a commitment for the year; a full refund is offered if you cancel within the first 30 days after signing up.
• The iOS app is listed for iPhone only.
• Some integrations, such as Shopify and QuickBooks, run through third-party connectors like Zapier or Connex.

EngageBay

CRM and deal pipelines

The CRM covers contacts and companies with a 360-degree view, deals, tasks and email tracking, and is part of the Free plan. Pipelines track each deal by stage for forecasting.

Email marketing and automation

Email broadcasts, sequences, templates and landing pages come with the suite. Automation workflows begin on Growth with 10 workflows and rise to 100 on Pro.

Helpdesk and live chat

The Service Bay adds ticketing, ticket views, canned responses and live chat. It is included in the All-in-One plans and is also offered on its own as a free help desk.

Appointment scheduling

Booking links let leads pick a time slot, sync with Google or Office 365 calendars, send reminder emails and create a contact for anyone new who books.

EngageBay AI

AI suggests email copy and subject lines, scores leads and runs a chatbot trained on your own knowledge sources. AI conversations are metered, from 20 a month on Free to 500 on Pro.

REST API and webhooks

A REST API, webhooks and a tracking code API are documented for developers. API calls are capped each month, from 500 on Free to 75,000 on Pro.

Ontraport

Sales CRM and pipelines

Drag-and-drop pipelines track contacts through any process, with as many pipelines as needed, plus lead scoring and routing and a unified history for each contact.

Marketing automation

Automated campaigns send email and SMS, with tracking and attribution tools and a Meta custom audiences integration.

Payments

Order forms take payments, with upsells and order bumps, recovery of declined charges, a customer center, and partner programs with referral tracking.

Pages, forms and membership sites

A drag-and-drop page builder, form builder and access controls are used to build online courses, customer portals and membership sites without coding.

Custom objects

Beyond contacts, deals and companies, you can create new record types and relate them to each other, then automate processes around them.

Shared inbox

Email and SMS conversations with customers are handled in one shared inbox, which is also available in the mobile app.

EngageBay

• Free$0

  All-in-One suite for up to 15 users: 250 contacts, 1,000 branded emails, CRM, helpdesk, live chat and 1 landing page.

• Basic$13.79

  per user / month, billed yearly ($14.99 billed monthly)

  500 contacts, 3,000 branded emails, lead scoring, SMS marketing, web pop-ups, third-party integrations and 1 GB of file storage.

• Growth$59.79

  per user / month, billed yearly ($64.99 billed monthly)

  5,000 contacts, 25,000 branded emails, marketing automation with up to 10 workflows, A/B testing, proposals and a custom domain.

• Pro$110.39

  per user / month, billed yearly ($119.99 billed monthly)

  10,000 contacts, 50,000 branded emails, 100 workflows, web analytics, custom reporting, role management, goals and phone support.

Ontraport

Pricing could not be confirmed. See ontraport.com.

EngageBay

• Annual discount

  8% off yearly billing, 15% off biennial

  The pricing page takes 8% off for yearly billing and 15% off for a two-year term: All-in-One Basic is $14.99 monthly, $13.79 yearly and $12.74 biennial per user a month.

Ontraport

• Annual discount

  Two months free on an annual subscription

  Ontraport's pricing FAQ, as archived in July 2026, says an annual subscription commits you for the year and comes with two months free.