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EngageBay CRM Review (2024): Features, Pricing, and Alternatives

EngageBay News

Our star rating: 4.2/5

Price: Premium starts at $13.79.

Main features:

  • Lead segmentation and routing.
  • Form and landing page builder.
  • Social suite integration.
  • Marketing A/B testing. .
  • Help desk support.
  • Calendar automation.

EngageBay is an affordable sales CRM software that also provides marketing and customer support solutions. In addition to sales CRM software, EngageBay offers marketing automation tools and help desk services to help organize and streamline all customer interactions from lead sourcing to deal closing and ongoing customer support. Organizations interested in all of these solutions can purchase EngageBay’s full suite of tools.

EngageBay’s comprehensive software is scalable while also aligning an organization’s marketing and sales efforts. There are other software to consider when evaluating providers like EngageBay, as top competitors offer similar or more advanced technical features or niche industry expertise.


Engagebay offers a free version of its CRM software as well as three premium versions, with prices based on monthly, annual, or biennial contacts.

  • Free: Free for up to 15 users and 250 contacts and companies, contact management, 360-degree contact view, and more.
  • basic: $11.04 per user per month if billed biennially, $11.95 if billed annually, or $12.99 if billed monthly. This includes everything in the free tier, plus email templates, landing pages, reporting dashboards, custom deal milestones, and more.
  • Growth: $42.49 per user per month when billed biennially, $45.99 when billed annually, or $49.99 when billed monthly. Users can access multiple currencies, email sequences, automation and workflows, and more.
  • professional: $67.99 per user per month when billed biennially, $73.59 when billed annually, or $79.99 when billed monthly. This paid tier includes proposal analysis, role management, call recording, and call scripting.

Key Features of EngageBay

Proposal Analysis

In addition to creating proposals directly from the platform and sending them to clients, Engagebay users can also track proposals and view valuable insights. This feature enhances sales recommendations by tracking every metric and measuring customer behavior. Sales reps can gain insights through real-time data on proposal visits, downloads, click-through rates, and more.

EngageBay Proposal Tracking Dashboard
Figure 1: Proposal Insights Dashboard. Image: EngageBay

In-app dialing

Most CRM providers can integrate with standalone dialing tools to allow sales reps to interact with prospects. To reduce the need to purchase separate tools, EngageBay offers an in-app dialer. This way, users can call prospects or customers directly from within the platform. All calls can be recorded within the platform so they can be reviewed, tracked and used as training material for new reps.

EngageBay in-app dialing
Picture B: Contact page with live dialing functionality. Image: EngageBay

Multiple transaction channel views

Instead of switching back and forth to different contact or project views, EngageBay users can track multiple pipelines from a single dashboard. Businesses can set up multiple transaction channels to better track their leads. They can create different deal channels for various product categories, geographies, or any parameters they wish and monitor sales tasks more efficiently.

EngageBay Pipeline Tracker
Picture C: EngageBay Pipeline Dashboard. Image: EngageBay

Account-based marketing

Account-based marketing is a B2B sales and marketing strategy that involves two departments working together to deliver personalized communications and marketing content to high-value prospects. EngageBay provides specific account-based marketing support by organizing the company and each organization’s top contacts in one simple place and running targeted campaigns. Users can then measure metrics like email opens, documents read, time spent, and more.

Account-based marketing example page
Figure D: Account-based marketing example page. Image: EngageBay

EngageBay Pros and Cons

To best summarize EngageBay’s main advantages and disadvantages potential users may consider, I compared EngageBay’s core products to those of similar providers. For example, I looked at EngageBay’s product demos, video tutorials, etc. to see what resources are available to users. I also considered real user feedback and reviews from top software review sites.

advantage shortcoming
The price is competitive compared to alternatives. User reports reporting tools are limited.
Offers native and third-party integrations. Call transcripts and recordings are only available on the highest paid tier.
Users report excellent customer service. Users report a slow onboarding process.

Alternatives to EngageBay

EngageBay’s competitive pricing coupled with its combination of marketing, sales, and support features make it a good choice for startups or small businesses looking for a full-service CRM tool. Therefore, it makes sense to compare it with some of the top CRM providers that offer similar services.

High quality: Choose the right CRM for your organization.

HubSpot, Keap, and Salesforce are all CRM providers that offer a combination of services beyond standard CRM functionality, such as native integrations or advanced marketing tools.

software Engage Bay pivot point Cape sales force
Contact management Yes Yes Yes Yes
marketing tools Yes Yes Yes Yes
Native integration Yes Yes No Yes
Lifetime free option Yes Yes No No
starting price $13.79 per user per month* $20 per 2 users per month* 1500 contacts and 2 users $159 per month* $25 per user per month
*Billed annually.

pivot point

HubSpot logo.
Image: HubSpot

HubSpot is a popular CRM platform with open source features and integrations, making it a highly customizable tool. Both HubSpot and EngageBay offer free lifetime versions of their CRM software, which include stripped-down versions of their products. Comparing the two, HubSpot’s free tier does support more contacts, allowing up to 2,500 users at a time. This is a significant increase from EngageBay’s maximum of 15 users, making Hubspot the top free CRM option.

See: For more information, view our independent HubSpot Reviews.


Keap logo image
Image: Kip

Keap is a CRM software that provides specialized solutions for organizing, marketing, selling, and growing small businesses. EngageBay and Keap both offer sales and marketing automation services that help small businesses attract and retain customers through campaigns and engagement workflows. Compared to EngageBay, Keap offers e-commerce, quoting, invoicing, and payment functionality. These features come in handy for businesses looking for tools to help organize their purchase orders and history.

sales force

Salesforce logo.
Image: Salesforce

Salesforce is a cloud-based customer relationship management tool that costs significantly more than EngageBay. Both EngageBay and Salesforce are comprehensive providers of multiple native solutions that can be integrated. Salesforce offers more advanced sales analytics and AI-driven tracking tools. Salesforce also offers more native products and solutions, making it a larger and more scalable option than EngageBay.

See: For more details about this provider, visit our Salesforce Review.

review method

I used the rating tool to evaluate and review EngageBay. Our internal criteria include preset criteria for the most influential factors when considering a CRM provider. In addition to real user feedback, scores, and reviews, I also consulted EngageBay’s own online resources.

Here are the weighted criteria used to rate EngageBay:

  • cost: Accounts for 25% of the total score.
  • Core features: Accounts for 25% of the total score.
  • custom made: Accounts for 15% of the total score.
  • integrated: Accounts for 15% of the total score.
  • Easy to use: Weighting accounts for 10% of the total score.
  • Customer Support: Weighting accounts for 10% of the total score.

#EngageBay #CRM #Review #Features #Pricing #Alternatives

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