EngageBay review: free all-in-one CRM with marketing, sales and helpdesk

EngageBay is an all-in-one CRM for small businesses and startups that combines email marketing, marketing automation, sales pipelines, live chat and a helpdesk in one account. It has a free plan for teams of up to 15 members, and paid All-in-One plans start at $12.74 per user per month on a two-year term.

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No extra sign-up bonus — the provider's standard offer applies.

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How to get started

Open EngageBay through the link on this page.
Sign up for the free plan; no credit card is required.
Import contacts (up to 250 on the free plan) and set up forms, emails or your pipeline.
Upgrade to Basic, Growth or Pro when you need more contacts or automation, choosing monthly, yearly or two-year billing.

What is EngageBay?

EngageBay is a CRM platform from EngageBay Inc., registered in Wilmington, Delaware, and founded in 2017. It is sold as four products:

All-in-One Suite – marketing, sales and service in one account
Marketing Bay – email marketing, automation, landing pages, web forms, pop-ups, SMS broadcast
Sales & CRM Bay – contact management, lead scoring, deal pipelines, appointment scheduling
Service Bay – helpdesk ticketing and live chat, with a free help desk

The site also lists 1,000+ email templates, WhatsApp messaging, an AI chatbot and an MCP server. Support is offered by live chat, email and phone (+1 877 509 3570), with guided onboarding and video tutorials.

Who EngageBay is for

EngageBay positions itself for small businesses and startups that want one cheaper tool instead of separate email, CRM and helpdesk products. The free plan suits solopreneurs and small teams testing a CRM, since it allows up to 15 users. Growing teams with large contact lists should check the contact caps per plan: they rise from 500 on Basic to 10,000 on Pro, and pricing is per user.

Solopreneurs who want a free CRM and email tool to start.
Small sales teams that need pipelines, lead scoring and appointment scheduling.
Service businesses that want a helpdesk and live chat on their site.
Marketers running email sequences, landing pages, forms and pop-ups from one place.

Pricing at a glance

All-in-One Suite, USD per user per month:

Plan	Monthly	Yearly (8% off)	Two years (15% off)	Contacts
Free	$0	$0	$0	250
Basic	$14.99	$13.79	$12.74	500
Growth	$64.99	$59.79	$55.24	5,000
Pro	$119.99	$110.39	$101.99	10,000

The Basic price on the monthly tab is labeled "paid yearly". Marketing Bay and Sales & CRM Bay start at $11.04, and Service Bay has a free help desk.

The free plan includes 250 contacts, 1,000 branded emails, 2 lists, 1 landing page, 2 email sequences, 10 web forms, 10 pop-ups, 15 calling credits, 20 AI conversations and 500 API calls per month.

Refunds and cancellation

From the EngageBay terms of service:

Annual plans: a full refund for unused months if you cancel or ask within three days of payment; within one month of the first purchase, a 50% refund plus account credit may apply. No refund once an annual plan has been active for more than two months.
Refund rules do not cover advertising charges, managed services or special pricing and discounts.
Cancelling is done in the app (account name → plans → cancel). An email or phone request does not count as cancellation.
Billing is in advance, monthly or yearly; prices can change with 30 days' notice.

Why choose EngageBay

Instead of paying for separate email, CRM and helpdesk tools, you get them in one account with one login and one contact database. You can start free with up to 15 users and no credit card, and save up to 15% with two-year billing. The company publishes its prices and terms of service, and support is available by live chat, email and phone with guided onboarding.

Pros and cons

Pros

Free plan for up to 15 users, no credit card
Marketing, sales CRM and helpdesk in one account
Up to 15% off with two-year billing
Named US company and published terms of service
Live chat, email and phone support

Cons

Free plan is limited to 250 contacts
Per-user pricing jumps sharply from Basic to Growth
Annual plans are refundable only in the first weeks
Cancellation must be done in the app, not by email
No extra discount via a referral link

Frequently asked questions

Is there an EngageBay promo code?

EngageBay does not advertise a promo code for new customers. The free plan and the yearly (8% off) or two-year (15% off) billing discounts are open to everyone.

Is EngageBay legit?

EngageBay is run by EngageBay Inc., with an address in Wilmington, Delaware, and has operated since 2017. It publishes terms of service, a privacy policy and its prices, and offers chat, email and phone support. Caveat: refunds on annual plans are limited to the first weeks after purchase.

Is EngageBay free?

Yes, there is a free plan for teams of up to 15 members with 250 contacts and 1,000 branded emails. No credit card is needed.

How much does EngageBay cost?

The All-in-One Suite is $14.99, $64.99 or $119.99 per user per month for Basic, Growth and Pro, with 8% off for yearly and 15% off for two-year billing.

Can I cancel EngageBay or get a refund?

Cancel in the app (account name, plans, cancel); an email or phone request does not count. Annual plans can be refunded in full for unused months within three days of payment, with a 50% refund plus account credit possible within one month of the first purchase.

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Facts checked on 2026-10-28