OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

EngageBay CRM review: 54 specs compared

Starting price:13 USD/user/moFree plan:yesAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

EngageBay CRM Review: Compare 54 technical specifications, 11 expert and video reviews and 5 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

EngageBay CRM
8.5/10

Overall score

Score
8.5/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 93% of models
Score components

40%

8.9

Technical score

30%

8.3

Reviews score

30%

8.3

List score

★Better than 93% of CRM software
8.9

Technical score

Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 88% of models
Score components

25%

8.1

Product & Pricing

25%

8.8

Core CRM

20%

9.6

Sales & Automation

15%

9.2

Integrations & Access

15%

9.4

Security & Deployment

▲Better than 88%
8.3

Reviews score

Reviews score
8.3/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 73% of models

80%

8.1

Average grade

20%

9.2

Popularity

Grades by review (11)
7 reviews + 4 videos, average 8.0/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 73%
8.3

List score

List score
8.3/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (5)
List score: in 5 of 44 lists (11%)
★Better than 94%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about EngageBay CRM

Based on 8 · 4

Reviewers like the affordable all-in-one package, but criticize weak reporting and slowdowns at scale, and are split on ease of use.
Praised
Mixed views
Criticised
Pick a topic to see who said what
Loading category ranking...

CRM Software product ranking

Ranked #18 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform EngageBay CRM

Technical score
Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 88% of models
Score components:

25%

8.1

Product & Pricing

25%

8.8

Core CRM

20%

9.6

Sales & Automation

15%

9.2

Integrations & Access

15%

9.4

Security & Deployment

8.9
Reviews score
8.3
List score
8.3
Starting price
13 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 13 USD/user/mo, which is lower than that of 94.3% of CRM platforms and equal to that of 0.7% of CRM platforms.
Free All-in-One plan includes up to 15 users and 250 contacts; paid Basic starts at $12.74/user/month billed biennially or $14.99 billed monthly.
Billing period
Monthly, Annual, Biennial
Free plan
yes
This CRM platform offers a permanent free plan.
Free plan for up to 15 users with core CRM, marketing, and helpdesk features.
Free trial
yes
This CRM platform offers a time-limited free trial.
Free plan available forever; free trial on paid tiers.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Custom fields on contacts, companies, and deals.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
EngageBay AI content generator assists with email writing and summaries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Visual automation workflows across sales and marketing.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Predictive and rule-based lead scoring.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Bi-directional email sync with Gmail and Office 365, with email tracking.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Sales revenue forecasting and pipeline projections.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier, Shopify, Stripe, and WordPress.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
REST API with documentation.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Outgoing webhooks for workflow automations.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native iOS and Android mobile apps.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
CSV import and export tools.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google and Microsoft SSO; SAML on enterprise.
Security certifications
None published
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based permissions and module-level access control.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
User activity audit logs.
Supported operating systems
Web, iOS, Android
Show more

EngageBay CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
    Free plan for up to 15 users with core CRM, marketing, and helpdesk features.
  • 26 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    EngageBay CRM
    the average CRM platform
    EngageBay CRM has a lower starting price than the average CRM platform (13 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    13 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google and Microsoft SSO; SAML on enterprise.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    EngageBay AI content generator assists with email writing and summaries.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom objects supported on Pro and Enterprise plans.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline projections.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Live chat, SMS, and email messaging channels.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive and rule-based lead scoring.
  • 7.6% better value for money
    EngageBay CRM offers better value for money than the average CRM platform (8.98 vs 8.3).
    8.98 vs 8.34
  • 5.1% higher review score
    Reviews score
    8.3/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 73% of models

    80%

    8.1

    Average grade

    20%

    9.2

    Popularity

    Grades by review (11)
    7 reviews + 4 videos, average 8.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.3 vs 7.9
  • 1.2% higher list score
    List score
    8.3/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (5)
    List score: in 5 of 44 lists (11%)
    8.3 vs 8.2
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
    Free plan for up to 15 users with core CRM, marketing, and helpdesk features.
  • 26 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    EngageBay CRM
    the average CRM platform
    EngageBay CRM has a lower starting price than the average CRM platform (13 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    13 USD/user/mo vs 39 USD/user/mo
  • Offers startup programme or discount
    This CRM platform offers a startup programme or discount, while the average CRM platform does not. 4.8% of CRM platforms offer a startup programme or discount.
    Official startup discount or credits program: yes
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (20 GB vs 10 GB).
    20 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom objects supported on Pro and Enterprise plans.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Native billable time tracking and task timer: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    EngageBay AI content generator assists with email writing and summaries.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline projections.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Predictive and rule-based lead scoring.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email outreach sequences and follow-ups.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Comprehensive marketing automation, newsletter campaigns, and landing pages.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Built-in telephony / Twilio integration with call recording.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Live chat, SMS, and email messaging channels.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google and Microsoft SSO; SAML on enterprise.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (250 contacts vs unlimited contacts).
    Free tier includes 250 contacts; Basic includes 500; Pro offers unlimited.
    250 contacts vs unlimited contacts
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (250 contacts vs unlimited contacts).
    Free tier includes 250 contacts; Basic includes 500; Pro offers unlimited.
    250 contacts vs unlimited contacts

Video reviews

Hands-on testing and real-world video evaluations

9.0
SaaS Trac
≈ estimated
28/06/2021
Hands-on review · dashboard tour of all four modules
Verdict
EngageBay CRM is an all-in-one choice for small to medium businesses, especially for marketing, with many features at a low price.
7.0
Digibase Media
≈ estimated
30/08/2025
Overview · features, pricing and pros and cons
Verdict
EngageBay CRM is worth it for startups and small businesses on a budget, but less so for enterprise analytics or polished UI.
8.0
Wise Explainer
≈ estimated
26/08/2024
Overview · features, strengths and limitations
Verdict
EngageBay CRM is affordable for small businesses, but advanced features and scaling may fall short.
10
Capterra
✓ explicit
26/04/2024
User testimonial · scheduling, tracking and setup
Verdict
EngageBay CRM is inexpensive to start, easy to set up, and has plenty of room to grow with the business.
Brand video
Overview video
Brand video

Expert reviews

In-depth analysis and verdict from leading tech publications

8.0
crm.org
≈ estimated
23/10/2025
Hands-on test · All-in-one CRM
Verdict
The EngageBay CRM suits small teams that want sales, email and support in one place, but call-heavy teams and bigger reporting needs will outgrow it.
7.0
thecxlead.com
≈ estimated
14/11/2025
Feature review · Support ticketing
Verdict
The EngageBay CRM suits support teams and small sales groups wanting tickets, chat and automation, but it is weak on mobile and deep reporting.
8.4
techrepublic.com
✓ explicit
26/03/2024
Feature review · Sales and calls
Verdict
The EngageBay CRM suits startups and small businesses wanting one tool for contacts, deals and calls, but its reporting is limited and call scripts need the top plan.
9.0
salestoolsstack.com
≈ estimated
Not Dated
Expert review · Growing business CRM
Verdict
The EngageBay CRM suits startups and small firms wanting sales, marketing and support in one tool, but very large enterprises may find it too limited.
6.0
eesel.ai
≈ estimated
12/11/2025
Critical review · All-in-one CRM
Verdict
The EngageBay CRM suits small teams that want one tool and a free plan to test, but glitches, email caps and a weak chatbot hold it back.
7.0
croclub.com
≈ estimated
18/02/2026
Feature review · Marketing and sales
Verdict
The EngageBay CRM suits startups, freelance marketers and nonprofits wanting email and sales in one place, but regulated firms and complex reporting needs are a poor fit.
9.0
saask.fr
≈ estimated
26/08/2025
Hands-on test · All-in-one CRM
Verdict
The EngageBay CRM suits small businesses and freelancers wanting marketing, sales and support in one tool, but connections to Zapier and Slack need higher plans.

Third-party reviews

What customers like about EngageBay CRM

  • Comprehensive unified suite combining sales CRM, marketing automation, helpdesk ticketing, and live chat
  • Extremely affordable pricing model with a generous free tier for micro-businesses and startups
  • Built-in landing page builder, email sequence designer, and telephony calling without extra third-party tools
  • Intuitive visual workflow builder for automating marketing triggers and sales pipeline movements

What customers don't like about EngageBay CRM

  • Occasional interface lag and slower load times when handling large contact lists and complex automation sequences
  • Email template design flexibility and advanced reporting customization are somewhat limited
  • Customer support responsiveness can be inconsistent on lower-tier and free subscription plans

Verdict

EngageBay CRM is an all-in-one customer relationship and growth platform tailored for startups and small businesses, providing unified sales pipeline automation, marketing campaigns, email sequences, live chat, and helpdesk support. It offers visual deal pipelines, landing page and form builders, lead scoring, appointment scheduling, and automated workflows. Major advantages are its generous free plan, highly accessible pricing tiers, and broad coverage across both sales and marketing functions in a single tool. In contrast, its user interface occasionally shows inconsistent styling between modules, complex reporting can experience delays with larger databases, and mobile applications offer a basic user experience.

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