Find your fit
Who it is for
It is aimed at small businesses that want a shared place for leads, companies and sales activity. A simple first use case is a team that now keeps contacts in spreadsheets and loses track of which opportunity needs the next call or meeting.
EngageBay’s pages describe a wider marketing and service stack, but this listing follows the CRM work. A buyer mainly seeking campaigns or helpdesk ticketing should compare those modules and the All-in-One package separately instead of assuming the CRM plan grants every feature shown across the website.
The work it supports
Core capabilities
Start with contact and company records. The CRM page describes filters and saved lists, which let a team isolate a useful group without maintaining another spreadsheet. Before import, decide who owns duplicate cleanup and which fields are essential for a salesperson’s next action.
The contact view is described as a timeline of calls, emails, meetings and notes. Use a controlled sample contact to check which activities appear automatically and which require manual entry. The timeline is most useful when everyone understands what is logged and the chosen email or calling integrations are actually enabled.
Deals are organized by pipeline stage and can be moved by drag and drop. The deal-management page also describes expected-close-date sorting and filters. Define the team’s stage meanings before migration, then move one sample opportunity through the process and check whether its owner and next step remain clear.
The visual deal dashboard provides a way to review pipeline and team progress. Treat a deal’s stage or expected close date as a salesperson’s current estimate, not as booked revenue; check stale opportunities and missing owners before using pipeline totals in a meeting.
A lead can have a follow-up task, and the vendor describes task rules and periodic reminders. Test one manually created task and one rule in a controlled account so the team knows who receives the reminder and what happens when a lead is reassigned. Automation rights should be confirmed for the selected plan.
The CRM page also describes appointment booking through individual or group calendars. A buyer should test availability, rescheduling and assignment with a fictional prospect before publishing a booking link. This is an optional adjacent workflow to the core contact-and-deal record.
The vendor lists won/lost deals, tasks by user and deal-funnel reporting views. Check whether these use the exact stage and ownership definitions adopted by the team and whether the selected tier permits the report detail needed by managers.
Understand the offer
Pricing and getting started
The viewed All-in-One pricing page has a Free tier displayed as $0 per user per month with a 250-contact allowance, and it names CRM, helpdesk and live chat. A separate deal page advertises Free for up to 15 users. Confirm both the actual team and contact limits at signup; the broad free-CRM feature page is not a plan entitlement table.
On the same viewed All-in-One page, Basic is displayed as $14.99 per user per month when paid yearly and includes 500 contacts; Growth lists 5,000 contacts with additional functions. The page also offers monthly, yearly and biennial selectors. Capture the selected term and real checkout total, including any taxes or overage rules, before comparing costs.
EngageBay displays different starting amounts for All-in-One, Marketing and CRM & Sales Bay. Compare the actual Sales & CRM Bay tier with All-in-One for the needed number of users, contacts, pipeline rights, task automation and communication tools. Do not carry an All-in-One tier price over to a separate CRM module.
Look a little closer
Before you choose
Pilot with fictional records: create a company and contact, add notes, make a sample deal, move it across agreed stages and assign a follow-up task. Check the timeline, filters and manager view before loading real customer information.
Before switching CRM, verify a sample contact/deal import and export, duplicate handling, email or calling sync, and user permissions in the exact plan. The public pages describe the workflows, but they do not establish how the buyer’s existing data and connected accounts will behave in its configuration.
4 distinct sources behind this profile. Research observed Oct 21, 2026. Features and offers can change.
View sources and research →
