EngageBay

engagebay.com ↗

Shared customer and deal work with connected appointment and support tools

SI Score
75/100
Pricing
Freemium AI reading, not confirmed
Free plan
Yes AI reading, not confirmed
Sign-up required
Required AI reading, not confirmed

Ask SI about EngageBay

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the EngageBay homepage

What it does

EngageBay combines customer records, sales deals, appointments, marketing and support. The All-in-One free plan supports up to 15 users and 250 contacts without a card. Paid editions increase contacts and add marketing automation, proposals and more advanced controls.

An appointment link in an EngageBay email lets a prospect choose a meeting time. Google or Office 365 calendar synchronization brings the appointment into the sales workspace. The customer record, deal and next task help prepare for that conversation.

All-in-One contact allowances

Plan Contacts Selected scope
Free 250 CRM, email marketing, helpdesk and live chat
Basic 500 Lead scoring, SMS marketing and third-party connections
Growth 5,000 Automation, proposals and call records
Pro 10,000 SSO, role management and custom reports

The Free plan allows fifteen users, so contacts may reach the limit before team size does. Sign up now creates the account without a card. Individual Marketing and Sales bays have their own packages and allowances; use the comparison for the product being purchased.

Strengths

  • Appointment scheduling can connect customer meetings with the sales workspace
  • One platform combines sales records with marketing and support work

Watch out for

  • The All-in-One free plan permits only 250 contacts
  • Volumes above the Pro plan's 10,000 contacts require a separate discussion

Best for

  • Small teams sharing customer work across sales and support

Sources