By Smith Elly · Updated 2026-07-25 · Methodology
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All-in-one CRM, email marketing, and helpdesk, starting at $0 (free) up to $79.99/user/mo. We compared every module to find out who this really suits.
Reviewed by Kaylan von Papen · Independent editorial · Affiliate disclosure
Honest assessment, we call both sides
Four plans, all include CRM, email marketing, and helpdesk modules.
| Plan | Price/user/mo | Contacts | Best for |
|---|---|---|---|
| Free | $0 | 500 | Solo founders evaluating |
| Starter Most popular | $15/mo | 1,000 | Small teams (2–10) |
| Pro | $49/mo | Unlimited | Growing teams with automation needs |
| Enterprise | Custom | Unlimited | Larger orgs with custom needs |
Annual billing saves ~20%. Prices verified July 2026. See full pricing breakdown →
EngageBay's CRM covers the essentials well: contacts, companies, deals pipeline (drag-and-drop Kanban), tasks, and notes. Deal stages are customisable and the pipeline view is clean. Where it falls short is depth, custom objects, complex role-based permissions, and advanced forecasting require jumping to Salesforce or HubSpot Enterprise territory. For a team managing a straightforward B2B sales pipeline under 500 active deals, it's more than enough.
Drag-and-drop email editor with pre-built templates, functional, not beautiful. Sequences and automation workflows are available on Pro. The automation builder handles linear flows (welcome series, lead nurture, deal-stage triggers) reliably. Multi-branch conditional logic is possible but can feel awkward compared to Klaviyo or ActiveCampaign. For most SMB email sequences, it covers 90% of use cases.
The helpdesk module (ticketing, macros, canned responses, SLA policies on Pro) is a genuine differentiator, it's included in every paid plan rather than a separate add-on. Live chat widget installs with a single script. For a startup replacing Zendesk lite + Intercom free tier, this alone justifies the cost.
Landing page builder is included from Starter. Templates are passable and the drag-and-drop editor works. Not Unbounce quality, but eliminates the need for a separate landing page tool for lead capture campaigns. Forms embed cleanly on external sites via a snippet.
Yes, EngageBay has a permanent free plan capped at 500 contacts and 250 emails/month. It includes basic CRM, email marketing, and live chat. For most solo founders and tiny teams it is genuinely usable, not a crippled trial.
EngageBay is far cheaper, Starter is $15/user/mo vs HubSpot Starter at $20/user/mo, and bundles CRM, email, helpdesk, and landing pages in one plan. HubSpot wins on integrations (1,500+ native), reporting depth, and brand trust. EngageBay wins on price for small teams that need all modules without paying separately for each Hub.
Yes, from the Pro plan ($49/user/mo). It includes email sequences, workflow automation, lead scoring, and A/B testing. The automation builder is drag-and-drop and handles most small-business use cases, though it lacks the depth of Klaviyo or ActiveCampaign for complex conditional flows.
Yes, it's one of the strongest all-in-one platforms for small businesses. If you need CRM + email marketing + helpdesk for a team under 20 and can't justify HubSpot's full-suite price, EngageBay delivers the most functionality per dollar without gutting key features.
Three main weaknesses: (1) The interface is cluttered, many modules competing for screen space creates a real learning curve. (2) Native integrations are limited, you'll often need Zapier. (3) Reporting is basic on Starter and Free, no custom dashboards until Pro. If deep analytics or complex automation matter, consider HubSpot or Zoho CRM.