What happens to my data after the EngageBay trial?

Your data is preserved. If you don't upgrade to a paid plan, EngageBay moves you to the free tier. You retain access to your contacts and basic CRM data — nothing is deleted.

FREE

Plan Forever

EngageBay Free Trial 2026

No credit card required

EngageBay Free Trial 2026: All-in-One CRM + Marketing + Help Desk — No Card Needed

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Quick answer (July 2026): Yes, EngageBay Free Trial 2026: All-in-One CRM + Marketing + Help Desk — No Card Needed offers a real free trial in July 2026. Here's the exact step-by-step to start without giving them your card up front, plus the trial terms most articles get wrong.

EngageBay's free plan gives you CRM, email marketing, deal management, and help desk tools for up to 250 contacts — permanently free, no trial countdown. Here's exactly what you get and how to start.

Start EngageBay Free — No Card

Affiliate disclosure: SaaSpare earns a commission if you upgrade to a paid plan via our link. This does not affect our assessment.

TL;DR: EngageBay offers a permanent free plan (250 contacts, 500 emails/mo) — not a time-limited trial. Paid plans start at $11.04/user/mo (annual). No credit card needed to start. Best for small businesses that want HubSpot-like features at a fraction of the cost.

Step-by-Step

How to Start EngageBay Free in 4 Steps

Visit EngageBay's Signup Page

Use the link below to open EngageBay's free signup. You'll land directly on their registration page — no paywalls or upgrade prompts.

Tip: Use your work email — EngageBay sends a confirmation link before activating your account.

Create Your Account (Under 5 Min)

Enter your name, email, and company. Set a password. EngageBay's onboarding wizard guides you through your first setup steps automatically.

Tip: EngageBay asks your team size and use case upfront — answer honestly to get the most relevant onboarding flow.

Import Your Contacts

Upload a CSV or connect Gmail/Outlook to auto-import contacts. The free plan supports up to 250 contacts. EngageBay deduplicates on import.

Tip: Start with your hottest 50–100 leads to see the pipeline and deal tracking immediately.

Explore CRM, Email & Help Desk

All three pillars are active on day one: CRM contacts, email campaigns, deal pipeline, appointment scheduling, and support tickets.

Tip: The 360° contact view (showing email opens, deal stage, support tickets) is the standout feature — test it first.

Start Free — No Credit Card

Feature Access

What's Included in Each Plan

Feature	Free	Basic ($11.04/mo)	Growth ($42.49/mo)	Pro ($84.99/mo)
Contacts	250	500	5,000	Unlimited
Emails / month	500	1,000	25,000	Unlimited
CRM & Deals	Full	Full	Full	Full
Email Marketing	Yes	Yes	Yes	Yes
Help Desk & Tickets	Yes	Yes	Yes	Yes
Appointment Scheduling	Yes	Yes	Yes	Yes
Marketing Automation	No	No	Yes	Yes
Landing Pages	No	No	Yes	Yes
Live Chat	No	No	Yes	Yes
Custom Reporting	No	No	No	Yes
Custom Domain Email	No	No	Yes	Yes
Users	15 users	2 users	5 users	Unlimited

Prices shown in USD per month billed annually. Verify current pricing at engagebay.com.

Side-by-Side

EngageBay vs HubSpot: Free Plan Comparison

Dimension	EngageBay Free	HubSpot Free
Contact Limit	250	Unlimited
Email Marketing	500/mo	Very limited
Help Desk	Included	Included
Appointment Booking	Included	Meetings only
Users (Free)	Up to 15	Unlimited
Paid Entry Price	$11.04/user/mo	$20/user/mo

Verdict: HubSpot's free CRM has more contacts and unlimited users — it wins for pure CRM breadth. EngageBay's free plan wins if you also need email marketing + help desk + appointment booking in one tool without paying. For growing teams that will eventually pay, EngageBay's $11/user/mo entry price vs HubSpot's $20+ saves real money.

After Signup

What Happens When You Hit Free Plan Limits

📊

250 Contacts Reached

EngageBay stops new contact imports until you upgrade. Existing contacts and all CRM data remain intact — you won't lose anything.

📧

500 Emails/Month Used

Email campaign sends are paused for the rest of the billing month. Transactional emails (e.g. ticket confirmations) may still send depending on setup.

🔓

Upgrading to Basic ($11.04/user/mo)

Basic plan adds 500 contacts, 1,000 emails/mo, and social media integration. Automation and landing pages require Growth ($42.49/user/mo).

💾

Data Retention

Your data is never deleted. If you downgrade or don't upgrade, you stay on the free tier with read access to all existing records.

Get Started Today

EngageBay Free — CRM + Email + Help Desk in One

No credit card. 15 users. 250 contacts. Cancel anytime. Full feature access on the free plan from day one.

Start Free — No Card Required

Common Questions

EngageBay Free Trial FAQ

Does EngageBay have a free trial?

Yes. EngageBay's free plan is permanent — not a 14-day trial. You get CRM, email marketing, deal management, and help desk tools for up to 250 contacts and 500 emails/month with no expiry date. A time-limited free trial with higher limits may also be available — check the signup page for current terms.

Does EngageBay require a credit card to sign up?

No. EngageBay's free plan signup requires only an email address and password. No credit card is collected until you choose a paid plan.

What features are included in the EngageBay free plan?

The free plan includes: CRM with contact management, deal pipeline, appointment scheduling, email campaigns (500/mo), and help desk ticketing. Marketing automation, landing pages, live chat, and custom reporting require Growth ($42.49/user/mo) or higher.

How does EngageBay compare to HubSpot on price?

EngageBay's paid entry ($11.04/user/mo annual) is roughly half HubSpot Starter's $20/user/mo. For full CRM + marketing automation + help desk combined, EngageBay Growth at $42.49/user/mo competes with HubSpot bundles that cost 3–5x more. The trade-off is fewer third-party integrations and a smaller app ecosystem.

Can I extend my EngageBay trial?

If you're on a time-limited trial, contact EngageBay support before expiry — they often extend for teams actively evaluating. The free plan is already permanent, so there's nothing to extend if you stay on free tier.

What happens to my data if I don't upgrade?

Your data is never deleted. If you hit free-plan limits, you retain read access to existing contacts and records. You can export your data at any time from the account settings.

Related EngageBay Pages

EngageBay Pricing 2026 EngageBay Review 2026 EngageBay vs HubSpot EngageBay vs ActiveCampaign Does EngageBay Have a Free Plan?

Written by Kaylan von Papen — Updated July 2026. Affiliate disclosure: SaaSpare earns a commission from EngageBay if you sign up via our links. We evaluate tools independently; commissions don't affect our verdict.