EngageBay Software: Overview – Features – Pricing


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Overview Presentation

EngageBay is an all-in-one marketing, CRM, sales and support software that is modular and affordable. It aims to help small and growing businesses to have the tools they need to automate routine and manual marketing tasks, organize contacts, track deals and sales pipeline, and provide customer assistance using a single platform. Teams and companies are able to streamline their processes, build customer relationships, and grow their sales without the complexity and cost of using multiple applications.

Features, Benefits, Strengths

  • Integrated MarketingEngageBay has a comprehensive set of marketing tools. The Contacts feature enables users to get a complete view of all the interaction with leads. It allows them to track information and gain customer insights to help the team market and sell better. The Forms tool allows them to capture every lead coming to their website. Responsive forms and web pop-ups enable them to take engagement levels up a notch. Other features include a landing page builder, email template designer, ready-made templates, email broadcasts and marketing automation tools.
  • Customer Relationship Management – The all-in-one platform allows users to organize companies and key contacts in each organization, so they can run personalized and targeted marketing campaigns. It has a visual deal pipeline feature to help track the status of every single deal and organized in stages. Other features include task management that can be assigned to sales team members; individual and team calendars for scheduling appointments, and unlimited mailboxes with 2-way sync.
  • Sales, Help Desk, Integrations, and more – EngageBay allows users to call customers directly from the platform without any additional hardware or software to be installed. Calls are recorded for future reference. A proposal analytics tool enables them to track every metric to measure customer behavior. A built-in simple help desk module allows users to track, prioritize, and solve customer support tickets in minutes. Features include unlimited tickets, personalized ticket view, service automations, unlimited groups, canned responses, and more. The platform also integrates with other popular apps through Zapier.


EngageBay offers an All-in-one product as well as a Marketing-only module or a CRM and Sales Bay-only module. All products are offered either on a monthly, yearly (20 percent discount) or biennial (40 percent discount) subscription. For the All-in-one product, the Free plan includes tools for email marketing, autoresponders, email broadcast, sequences, lead grabbers, landing pages, CRM, Help Desk and Live Chat. The Basic plan at $14.99 per user per month includes all Free plan features with the addition of email templates, web pop-ups, landing page builder, lead scoring, SMS marketing, third party integrations, social suite, and tag manager. The other higher plans are the Growth plan at $49.99 per user per month, and the Pro plan at $79.99 per user per month. The Marketing-only and CRM and Sales Bay-only module premium plans start at $12.99 per user per month. The Service Bay module is a forever free help desk and live chat module currently in beta.

Social Network Presence

Target Market

EngageBay is ideal for small to mid-size businesses looking for an all-in-one marketing software. Some of the customers who uses the platform belong in the IT services industry, computer software, media production, and real estate, among others.

Supported Language


Some of their Clients

Clients include Bitcointoyou, Ideas-Ignite, 50k Ventures, and Panama Equity Real Estate.



Leonardo W. stated that EngageBay works pretty well with his business. He was using another software before, but the costs were adding up quite quickly. Other platforms do not offer the automation sequence he needed, but found it in the all-in-one software. It offers an awesome automation platform for emails, in addition to landing pages and forms. The CRM software works quite well and is the perfect substitute.

Vandana T. stated that she loves the landing page builder and the ability to import a PMCOM to basically create any type of landing page. EngageBay makes creating funnels very easy, which then can be customized to suit her needs. She also liked that landing pages and automation are all in the same tool, saving her time and making it easier to do email marketing.

Why EngageBay

EngageBay is an integrated software that provides teams with a single, familiar, and consistent interface where they can perform all their tasks without having to switch apps. It is an affordable alternative best for SMBs with the needed tools to help them acquire, engage, and nurture leads, eventually closing sales. To date, it has 12,000 customers worldwide and has garnered good reviews for its ease of use, customer service, and overall performance.

Company Info

EngageBay, Inc., is a privately held software company based in Mountain House near the City of Tracy, CA, USA. It was founded in 2017 by Sreedhar Ambati, CEO. EngageBay was created to be an affordable alternative to expensive marketing software.


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