The EngageBay Insider’s Guide
Everything we know about EngageBay in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
EngageBay
The Insider’s Guide
All-in-one marketing, sales and support CRM for small teams
Every plan, grade, refund rule and rival among CRM tools, read from EngageBay’s own pages.
Made by EngageBay Inc. · checked Oct 6, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from EngageBay’s own pages, its app-store listings and our grades. Every fact in it is on EngageBay’s page too, where it is kept up to date. Checked Oct 6, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.4
GPA, above 19 of the 48 other CRM tools we grade
EngageBay is a combined marketing, sales and support suite for small businesses, built around a shared CRM. It bundles email marketing, landing pages, deal pipelines, appointment scheduling, a helpdesk and live chat. It is sold as one All-in-One plan or as separate Marketing, CRM & Sales and Service products, and a free plan covers up to 15 users and 250 contacts.
To get you started, here are 9 things to know about EngageBay, taken from its own pages and our grades.
- 1
Best for small teams wanting marketing, sales and support
EngageBay puts email marketing, a sales CRM and a helpdesk behind one login with shared contacts, free for up to 15 users.
- 2
Paid plans start at $13.79 a month for each person
As its pricing page puts it: $13.79 per user / month, billed yearly ($14.99 billed monthly).
- 3
There is a free plan
Free plan for up to 15 users: 250 contacts, 1,000 branded emails, CRM, helpdesk, live chat, 1 landing page, 2 email sequences and 20 AI conversations a month.
- 4
It runs on 3 platforms
Web, iOS and Android.
- 5
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.
- 6
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.
- 7
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.
- 8
A 2.4 GPA, above 19 of 48
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace EngageBay you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
EngageBay at a glance
- Pricing
- Free plan, from $13.79 per user / month, billed yearly ($14.99 billed monthly)
- Free plan
- Yes
- Free trial
- None stated
- Runs on
- Web, iOS, Android
- Made by
- EngageBay Inc.
- Category
- CRM Software
- Our grade
- 2.4 GPA, fair
The report card
Best for small teams wanting marketing, sales and support
EngageBay puts email marketing, a sales CRM and a helpdesk behind one login with shared contacts, free for up to 15 users. What holds it back is contacts: Free stops at 250, Basic at 500 and Growth at 5,000. Marketing automation starts on Growth at $59.79 a user, workflows are rationed, and the lowest prices need a two-year term.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | D | Basic is $13.79 a user a month billed yearly, but it holds only 500 contacts. The automation you'd buy a suite like this for starts on Growth at $59.79, two and a half times the $24 middle for CRMs, and Pro is $110.39. The lowest rates of all need a two-year term. |
| Free plan and trial | B | Free for up to 15 users, with the CRM, helpdesk, live chat, a landing page, 2 email sequences and 20 AI conversations a month. But it stops at 250 contacts and 1,000 branded emails, which won't last a growing business long. |
| Features | B | Contacts, deal pipelines, email broadcasts, sequences, landing pages, automation workflows, a ticket desk, live chat, booking links and an AI chatbot. Marketing, sales and support are all covered, though workflows are rationed, 10 on Growth and 100 on Pro, and every plan caps contacts. |
| Ease of use | C | No store rating on record. One login for marketing, sales and support saves stitching three tools together, but it's also sold as separate Marketing, CRM & Sales and Service products, so there's working out which you need before any of it is set up. |
| Platforms and integrations | B | Web, iPhone and Android, with no desktop app. It connects to Zapier, Shopify, Stripe, Xero, Twilio, Slack, Mailchimp and WhatsApp, and there's a REST API with webhooks, though API calls are capped each month, from 500 on Free to 75,000 on Pro. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who EngageBay is for
- Fits if you'd otherwise pay for a CRM, an email tool and a helpdesk separately
- Works for teams of up to 15 with under 250 contacts, as that's free
Who it is not for
- Tight if your list is growing, as contacts stop at 250 on Free, 500 on Basic, 5,000 on Growth and 10,000 on Pro
- Pricey if you need marketing automation, which starts on Growth at $59.79 a user and allows 10 workflows
- Not for you if you hate long contracts, because the lowest advertised rates need a two-year term
- Watch out: API calls are capped each month, from 500 on Free to 75,000 on Pro, and there's no desktop app
- Tight if you send a lot of email: 1,000 branded emails on Free and 3,000 on Basic
Good to know
Good for
- 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
Worth knowing
- 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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$13.79
A month to start, for each person. There is a free plan too
EngageBay has a free plan. Paid plans start at $13.79 per user / month, billed yearly ($14.99 billed monthly).
The lowest rates of all need a two-year term.
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.
The free plan
Free plan for up to 15 users: 250 contacts, 1,000 branded emails, CRM, helpdesk, live chat, 1 landing page, 2 email sequences and 20 AI conversations a month.
Read from engagebay.com on Oct 6, 2026.
Ways to pay less
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.
Stated on engagebay.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
3
Places it runs: Web, iOS and Android
All-in-one marketing, sales and support CRM for small teams. Here is what it does, as its own site describes it, and what it covers: public API, AI features, booking links, sales pipeline, marketing automation, workflow automation, forms.
Web, iPhone and Android, with no desktop app.
- 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.
Where it runs
- Web
- iOS
- Android
What it works with
- Zapier
- Shopify
- Stripe
- Xero
- Twilio
- Slack
- Mailchimp
EngageBay is made by EngageBay Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
19/48
Other CRM tools it is graded above
EngageBay's GPA of 2.4 is higher than 19 of the 48 other CRM tools we grade, and level with 15.
It stands best on free plan and trial (B, above 37 of 48) and worst on value for money (D, above 0).
Its paid plans start at $13.79 a month for each person, against a middle price of $24 for the category: 12 of the 46 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 3 tools score higher and cost less.
Each grade against the category
Every bar is all 49 CRM tools we grade, cut by the letter each got. EngageBay’s own letter is outlined.
- DValue for moneyAbove 0 of 48
- BFree plan and trialAbove 37 of 48
- BFeaturesAbove 18 of 48
- CEase of useAbove 1 of 48
- BPlatforms and integrationsAbove 5 of 48
Price against what you get
Each dot is one of 47 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. EngageBay is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace EngageBay you would be making email sent in volume that still reaches the inbox. That is not a weekend's work, with an AI app builder or without one.
It costs $165.48 a year.
What you could make
- Sales pipeline and forms: an app builder makes these well.
What you could not
- Email sent in volume that still reaches the inbox.
- Connections to other products, each kept working as those products change.
- Booking pages that read and write other people's calendars and send the emails.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. EngageBay’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
HubSpot, Keap, Zoho CRM, Bitrix24 and Ontraport
The 5 tools EngageBay is most often weighed against, with where each one differs from it.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- Only HubSpot lists a browser extension.
- EngageBay also covers forms.
- 2.2GPA
Keap
Free trial · from $299/mo
CRM with sales and marketing automation for small businesses.
- EngageBay has a free plan. Keap does not, though it has a free trial.
- Keap also covers invoicing.
- 2.6GPA
Zoho CRM
Free plan · from $14/mo
Sales CRM with a free edition, process automation and Zia AI.
- EngageBay also covers booking links, marketing automation and forms.
- 2.8GPA
Bitrix24
Free plan · from $49/mo
Flat-priced CRM with tasks, chat, video calls and a site builder.
- Only Bitrix24 lists macOS, Windows and Linux apps.
- Bitrix24 is self-hostable, according to its own site.
- EngageBay also covers booking links, marketing automation and forms.
- 2.4GPA
Ontraport
Free trial
CRM with marketing automation, payments and membership sites.
- EngageBay has a free plan. Ontraport does not, though it has a free trial.
- Ontraport also covers shared inbox.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
14
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is EngageBay free?
EngageBay has a free plan. Free plan for up to 15 users: 250 contacts, 1,000 branded emails, CRM, helpdesk, live chat, 1 landing page, 2 email sequences and 20 AI conversations a month.
How much does EngageBay cost?
EngageBay lists 4 plans. Free: $0.
What platforms does EngageBay work on?
EngageBay is available on Web, iOS and Android.
Does EngageBay offer any discounts?
EngageBay publicly lists the following: 8% off yearly billing, 15% off biennial.
Does EngageBay have a Windows app?
No Windows app was listed when its pages were read on Oct 6, 2026. EngageBay is listed for Web, iOS and Android.
Does EngageBay have a macOS app?
No macOS app was listed when its pages were read on Oct 6, 2026. EngageBay is listed for Web, iOS and Android.
Is EngageBay open source?
EngageBay is not described as open source on its own site, as read on Oct 6, 2026.
Does EngageBay have an API?
Yes. EngageBay offers a public API, according to its own site.
What does EngageBay integrate with?
EngageBay's listing names Zapier, Shopify, Stripe, Xero, Twilio, Slack, Mailchimp and WhatsApp.
Who makes EngageBay?
EngageBay is made by EngageBay Inc.
What are the alternatives to EngageBay?
The closest alternatives to EngageBay in our directory are HubSpot, Keap, Zoho CRM, Bitrix24 and Ontraport.
How does EngageBay compare with other CRM tools?
EngageBay's GPA of 2.4 is higher than 19 of the 48 other CRM tools we grade, and level with 15.
Is EngageBay good value for money?
ToolGPA grades EngageBay D for value for money. Its paid plans start at $13.79 a month for each person, against a middle price of $24 for the category: 12 of the 46 others that charge start lower.
Could I make my own version of EngageBay?
To replace EngageBay you would be making email sent in volume that still reaches the inbox.
Where this guide comes from
The prices, plans, platforms and features were read from EngageBay’s own pages on Oct 6, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from EngageBay's own pages on 6 October 2026. Also tested with a demo account on 2026-08-20.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by EngageBay Inc. Prices change, so check engagebay.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- EngageBay, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/engagebay
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "EngageBay: The Insider's Guide", checked Oct 6, 2026. https://toolgpa.com/tools/engagebay
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/engagebay/guide
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See our other guides
The best-graded CRM tools after EngageBay, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 49 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what EngageBay’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. EngageBay is a trademark of its owner, and this guide is not made, paid for or approved by EngageBay Inc. Prices and plans change: check engagebay.com before you buy.