EngageBay

EngageBay

by EngageBay • • Marketing Automation Software

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Free plan available View plans

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. EngageBay Inc, founded in 2017 and still independent, builds it and sells nothing else. 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. Seats are bought per user per month, on monthly, yearly or two-year billing. A typical EngageBay setup captures leads from landing pages and pop-ups, scores them, hands the warm ones to a deal pipeline and follows up by email, SMS or a booked appointment, then supports 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.

Pricing

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  • Free

    Free

    • Flat $0 a user a month on every billing toggle, permanent, no credit card
    • 250 contacts and 1,000 branded emails
    • Email marketing with autoresponders, email broadcast and sequences
    • Lead grabbers and landing pages
    • CRM, helpdesk and live chat
    • Free for 15 users, as the Marketing Bay product page says
  • Basic

    $14.99 per month

    $13.79 a user a month billed yearly (8 percent off), or $12.74 on the page's default two-year rate (15 percent off); $14.99 billed monthly

    • 500 contacts and 3,000 branded emails
    • Everything in Free plus email templates, web pop-ups and the landing page builder
    • Lead scoring and SMS marketing
    • Third-party integrations, Social Suite and tag manager
    • Marketing Bay alone or CRM and Sales Bay alone from $11.04 a user a month on the default rate; Service Bay help desk is free
  • Growth

    $64.99 per month

    $59.79 a user a month billed yearly (8 percent off), or $55.24 on the page's default two-year rate (15 percent off); $64.99 billed monthly

    • 5,000 contacts and 25,000 branded emails
    • Marketing automation, web push notifications and site messages
    • Broadcast A/B testing and landing page A/B testing
    • Custom domain, call records and service automation
    • Products and proposals
  • Pro

    $119.99 per month

    $110.39 a user a month billed yearly (8 percent off), or $101.99 on the page's default two-year rate (15 percent off); $119.99 billed monthly

    • 50,000 contacts and 50,000 branded emails
    • Marketing automation, web analytics and proposal analytics
    • SSO and role management
    • Goals and custom reporting
    • Dedicated account manager, uptime SLA and phone support

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

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Engagebay Homepage

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