EngageBay is a marketing automation, CRM and help desk platform for small businesses, sold as three bays or one All-in-One bundle with a permanent free tier.

EngageBay is a marketing automation, CRM and help desk platform built for small businesses that want their marketing, sales and support teams working from one contact database instead of three disconnected tools. It is made and owned by EngageBay Inc, an independent company founded in 2017 that sells no other product. The platform is sold as three bays, Marketing, CRM and Sales, and Service, which run under one login and can be bought separately or together as the All-in-One bundle. Marketing Bay handles email broadcasts, autoresponders and sequences, built in a drag-and-drop email template builder with a template library and double opt-in confirmation. Its Workflows tool builds multi-step automations on a visual canvas, and the same bay adds a landing page builder, web pop-ups and embed forms, lead grabbers, lead scoring, SMS marketing, RSS feed to email and a Social Suite for scheduling posts. EngageBay AI drafts email copy and runs an AI chatbot. CRM and Sales Bay stores contacts, runs multiple deal pipelines, books meetings through the appointment scheduler, logs call records and produces products and proposals with proposal analytics. Service Bay is a help desk with live chat and service automation, and the Growth and Pro tiers add broadcast and landing page A/B testing, web push notifications, site messages, web analytics, goals and custom reporting. The platform suits small businesses and startups with a few seats that want email marketing, a sales pipeline and a support inbox from one vendor, and teams that begin on the permanent free tier and grow into a paid one. Sales teams that only need contacts and pipelines can buy CRM and Sales Bay on its own, marketing teams can buy Marketing Bay alone, and the Service Bay help desk is free. Larger teams that need single sign-on, role management, phone support and a dedicated account manager find those on the Pro tier. It is bought per user per month, with monthly, yearly and two-year billing, and the plan cards list every tier. In practice EngageBay is used to capture leads from landing pages and pop-ups, score them, hand the warm ones to a deal pipeline and follow up by email, SMS or a booked appointment, then support the customer from the same record after the sale. It connects to third-party tools from the Basic tier up and names PieSync among its integrations. It replaces a separate email tool, a standalone CRM and a help desk with one subscription, and posts to the social networks the Social Suite schedules for.

Features

Included: Free plan
Included: Sales pipeline and deal tracking
Included: Lead scoring
Included: Landing page builder
Not included: Mobile app push notifications
Not included: Product reviews
Included: SMS marketing
Not included: WhatsApp messaging
Not included: Send-time optimization
Included: A/B testing
Not included: Transactional email
Not included: Website visitor tracking
Included: Visual workflow builder
Not included: Revenue attribution
Included: Predictive analytics
Not included: Ad audience sync
Not included: Webhooks
Included: User roles and permissions
Included: Single sign-on
Included: Social media posting
Included: AI marketing assistant

Additional Features

Marketing Bay email campaigns
Email broadcast and autoresponders
Email sequences
Drag-and-drop email template builder
Email template library
Double opt-in email confirmation
Marketing automation workflows
Landing page builder
Web pop-ups and embed forms
Lead grabbers
Lead scoring
Predictive lead score
SMS marketing
Social Suite post scheduling
RSS feed to email
EngageBay AI email writing
AI chatbot
Broadcast A/B testing
Landing page A/B testing
Tag manager
CRM and Sales Bay contact management
Multiple deal pipelines
Appointment scheduler
Call records
Products and proposals
Proposal analytics
Service Bay help desk
Live chat
Service automation
Role management and SSO

Best for

  • Small businesses replacing separate email, CRM and help desk tools with one login
  • Startups that need a CRM and email marketing on a free tier before they have budget
  • Sales teams of a few seats that want deal pipelines beside their email campaigns
  • Support teams that want live chat and a help desk in the marketing contact database
  • Teams that only need one bay and want to pay for Marketing or CRM and Sales alone
  • Teams that need SSO and role management and can budget for the Pro tier

Use cases

  • Sending email broadcasts and newsletters to a small contact list
  • Building autoresponder and drip sequences for new signups
  • Automating multi-step marketing workflows
  • Capturing leads with landing pages, web pop-ups and embed forms
  • Scoring leads so sales can prioritise follow-up
  • Tracking deals through multiple sales pipelines
  • Booking meetings with the appointment scheduler
  • Running a help desk with live chat
  • Sending SMS campaigns alongside email
  • Scheduling social posts from the Social Suite
  • Sending blog updates automatically with RSS feed to email
  • Split testing email broadcasts and landing pages
  • Drafting email copy with EngageBay AI

Screenshots & Videos

Explore EngageBay in action

Email Automation Builder
Email Automation Builder

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