EngageBay
CRM & sales
EngageBay brings customer relationship management, marketing, sales, and support tools together in one straightforward platform. It is a good fit for growing businesses that want to stay organized without paying for and managing several separate systems.
The CRM gives your team a clear view of every contact, including emails, calls, meetings, notes, and deal activity. You can track opportunities through a visual sales pipeline, assign leads to the right person, and automate routine follow-up tasks so nothing important falls through the cracks.
EngageBay also helps businesses create email campaigns, landing pages, forms, pop-ups, and automated customer journeys. You can organize contacts into audience segments, schedule social media content, and track engagement from a single dashboard.
For customer support, the platform includes a shared inbox, ticket management, live chat, knowledge base tools, and satisfaction surveys. With reporting, integrations, and a free plan for smaller teams, EngageBay offers a practical starting point for businesses that want more connected customer communication without unnecessary complexity.
Good fit if
- You want CRM, email marketing, and a help desk in one platform instead of paying for three separate tools
- You are moving your contacts and leads out of spreadsheets
- You run a service business where leads move through stages, from inquiry to quote to booked job
- You want to start on a free plan and upgrade as you grow
Check first if
- You have a large contact list. According to EngageBay’s pricing page, the Free plan includes 250 contacts, Basic 500, Growth 5,000, and Pro 10,000
- You already rely on a specialized tool for one job, such as email marketing or help desk. Confirm EngageBay’s version covers the features you use before switching
- Your team needs many automations. Workflow limits vary by plan
A lead pipeline for a cleaning company (illustrative example)
Illustrative example
- Import your existing contacts from a spreadsheet
- Create pipeline stages: New inquiry, Quote sent, Booked, Won
- Add a website form that sends new inquiries straight into the CRM
- Set an automated follow-up email for leads who have not replied to a quote
- Review the pipeline each week to see which deals are stuck
Tradeoffs
- Contact limits are low on the lower plans (250 on Free and 500 on Basic, according to EngageBay), so check your list size before choosing a plan
- Paid plans are priced per user, per month, so costs grow as your team grows
- An all-in-one platform has more to set up. Plan time for pipelines, email templates, forms, and help desk settings
Ready to try EngageBay?
Free plan for up to 15 users (checked Nov 5, 2026)
Affiliate link
Optional: MBH setup & support for EngageBay
MBH services are separate from your EngageBay subscription, which you pay directly to EngageBay.
Setup packages
Express Setup
For small teams getting started with their first all-in-one CRM.
Starts at
$499 one-time
- EngageBay account setup & configuration
- CRM contact import (up to 2,000 contacts)
- 1 sales pipeline design with deal stages & probabilities
- 1 email marketing template & campaign setup
- Basic email automation workflow (3-step sequence)
- 1 landing page or lead capture form build
- Help desk inbox & ticket workflow configuration
- Staff onboarding guide
- 1 round of revisions
- Go-live within 5 business days
Professional Launch
For growing teams that need a fully-integrated sales and marketing setup.
Starts at
$1,299 one-time
- Everything in Express Setup
- CRM contact import (up to 10,000 contacts) with deduplication
- Up to 3 sales pipelines with custom deal stages
- 3 email marketing templates & 2 automation workflows
- 3 landing pages with A/B testing configuration
- Live chat & chatbot setup with lead qualification flows
- Appointment scheduling configuration with calendar sync
- Help desk setup with SLA rules, canned responses & knowledge base
- Marketing & sales analytics dashboard configuration
- 2 rounds of revisions
- Go-live within 10 business days
Enterprise Rollout
For multi-team or multi-location organizations with complex workflows.
Starts at
Custom quote
- Everything in Professional Launch
- Unlimited contacts, pipelines & custom deal stages
- Advanced segmentation & multi-step marketing automation
- Custom landing page suite & conversion optimization
- Multi-channel campaign setup (email, social, SMS)
- Custom help desk workflows with escalation & routing rules
- Role-based access control & team workspace configuration
- Third-party integrations ( Zapier, QuickBooks, Slack, and more)
- Live staff training sessions (role-specific)
- Dedicated project manager & priority go-live
Support packages
Support Basic
Keep your platform running smoothly with monitoring and quick fixes.
Starts at
$99 /month
- Monthly system health check
- Contact & pipeline updates (up to 10 changes per month)
- Up to 3 support tickets per month
- Email campaign troubleshooting & fixes
- Software update assistance
- Email support (48-hour response)
Growth Management
Active management to grow engagement, pipeline, and customer satisfaction.
Starts at
$249 /month
- Everything in Support Basic
- Monthly email campaign creation & scheduling
- Marketing automation workflow optimization
- Landing page performance review & A/B testing
- Quarterly pipeline & revenue report
- Up to 5 support tickets per month
- Email support (24-hour response)
Full Service
Hands-off CRM, marketing, and support management for busy teams.
Starts at
$499 /month
- Everything in Growth Management
- Unlimited campaign creation & automation management
- Bi-weekly help desk review & knowledge base updates
- Monthly strategy call with growth analysis
- Lead scoring & segmentation tuning
- Integration monitoring & data hygiene
- Unlimited support tickets
- Priority support (same-day response)
- Annual platform audit & growth roadmap
Guides & resources
Pricing & plans
Comparisons
Setup & how-to
- EngageBay Setup: What You Can DIY or Delegate
- Build a Sales Pipeline in EngageBay for Every Lead
- How to Automate Lead Follow-Up With EngageBay
- Set Up Your First Email Campaign in EngageBay
- How to Use EngageBay to Simplify Client Bookings
- EngageBay Setup: What to Expect From MBH Web Services
- Build a Sales Pipeline in EngageBay and Track Every Lead
More
- Move From Spreadsheets to EngageBay, Keep Contacts
- Can EngageBay Replace CRM, Email, and Helpdesk Tools?
- EngageBay for Consultants: Leads and Client Conversations
- Connect Landing Pages, Forms, and Follow-Up in EngageBay
- EngageBay for Service Businesses: From Inquiry to Deal
- EngageBay Pros and Cons: What to Know Before You Sign Up
- EngageBay Review: Is It the Right CRM for Your Small Business?
- EngageBay Implementation for Growing Teams
- Is EngageBay Right for Your Growing Business?
FAQs
Is there a free plan?
EngageBay advertised a free plan for up to 15 users when we checked on November 5, 2026. According to its pricing page, the Free plan includes 250 contacts and 1,000 branded emails. Confirm current terms on their site.
How is EngageBay priced?
Paid plans are priced per user, per month, with discounts for yearly or two-year billing. Current prices are on EngageBay’s site.
If I sign up through MBH’s link, is setup included?
No. Your account and billing are with EngageBay. MBH setup help is a separate, optional service.
Ready to try EngageBay?
Sign up directly with EngageBay. Setup help from MBH is optional.
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Partner details checked November 5, 2026