EngageBay review
A broad, budget-friendly CRM for small businesses that want sales and marketing tools together.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
EngageBay is a cloud-based CRM for small businesses and startups that want contact management, sales pipelines, marketing automation, customer support, and communication tools in one platform. Its feature set spans contact and company records, multiple visual deal pipelines, email tracking, appointment scheduling, landing pages, forms, popups, live chat, helpdesk tools, calling, proposal analytics, and AI capabilities. It is suited to teams seeking broad sales and marketing coverage rather than a CRM focused only on pipeline management.
Pricing starts with a Free plan at $0 per user per month, including contact management, deals, tasks, email tracking, appointment scheduling, and Gmail integration. Basic lists 500 contacts and companies and adds multiple deal tracks, calling, predictive lead scoring, third-party integrations, and tag management. Displayed Basic prices include $12.99 per user per month with annual billing, plus $11.95 and $11.04 per user per month. Growth raises the limit to 3,000 contacts and companies and adds an email scheduler, leaderboard, multi-currency, sales automation, and products, with displayed prices of $49.99, $45.99, and $42.49 per user per month. Pro lists 5,000 contacts and companies at $79.99 per user per month and adds an auto dialer, proposal analytics, role management, call records, and custom reporting.
EngageBay’s ecosystem includes Gmail, Outlook, Office 365, Zapier, SendGrid, Mailgun, Mandrill, Xero Online, Shopify, Amazon SES, Stripe, QuickBooks, JustCall, Twilio, and DocuSign. Calendar synchronization is available with Google and Office 365 calendars, while access is listed for web and Android. Choose EngageBay if a low-entry price and combined sales, marketing, and support functionality matter more than a narrow CRM workflow. Consider another option if your team needs contact capacity beyond the listed plan limits or requires mobile access beyond Android.
EngageBay pros and cons
- Where it wins
- Free CRM plan includes contacts, deals, tasks, tracking, scheduling, and Gmail.
- Combines sales pipelines, marketing automation, helpdesk, chat, and calling.
- Integrates with Gmail, Outlook, Office 365, Zapier, Stripe, and QuickBooks.
- Where it doesn't
- Paid tiers cap contacts at 500, 3,000, or 5,000 companies and contacts.
- Auto dialer, role management, call records, and custom reporting are Pro features.
- Listed mobile access covers Android alongside the web platform.
EngageBay fact sheet, pricing and score →
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