EngageBay

EngageBay is an all-in-one CRM for small businesses from EngageBay Inc in Mountain House, California.

EngageBay is an all-in-one CRM for small businesses from EngageBay Inc in Mountain House, California. It combines Marketing Bay (email marketing, automation, landing pages, forms, SMS and push notifications), Sales and CRM Bay (contacts, deals, lead scoring, appointment scheduling and telephony) and Service Bay (helpdesk tickets and live chat). The suites can be bought together or separately, and a free plan covers teams of up to 15 users with 250 contacts. Integrations include Shopify, WooCommerce, BigCommerce, Magento, Stripe, Zapier, QuickBooks, Xero, Twilio and SendGrid, so online stores can sync customers and run email campaigns such as cart recovery. EngageBay is general CRM software, not a marketplace seller tool. It does not connect to eBay, and eBay is not listed among its integrations.

Key features

  • Email marketing, sequences and marketing automation
  • Contact, deal and pipeline management
  • Helpdesk ticketing and live chat
  • Landing pages, web forms and pop-ups
  • SMS, push notifications and call features
  • Store integrations with Shopify, WooCommerce, BigCommerce and Magento
EngageBay

FAQ

How much does EngageBay cost?

The All-in-One suite has four plans per user per month in USD: Free at $0 with 250 contacts, Basic at $14.99 with 500 contacts, Growth at $64.99 with 5,000 contacts and Pro at $119.99 with 10,000 contacts. Paying yearly takes 8% off and paying every two years takes 15% off. The Marketing and Sales suites can be bought alone from $11.04.

Is there a free plan of EngageBay?

Yes. EngageBay has a Free plan at $0 per user per month for up to 250 contacts, and its menu describes it as free for teams of up to 15 members. It includes email marketing, autoresponders, broadcasts, sequences, lead grabbers, landing pages, CRM, helpdesk and live chat. Service Bay, the helpdesk suite, is offered as a free helpdesk.

How do I cancel EngageBay?

The Terms of Service say you are responsible for cancelling properly, and an email or phone request alone is not treated as cancellation. Log in, click your account name, then Plans, and select Cancel. If you cancel before the end of a paid month, cancellation is immediate, but the apps stay usable until the end of that billing period.

Does EngageBay give refunds?

Only on annual plans, and only early. A full refund for unused months may be issued if you cancel or ask within three days of the payment date. If you cancel or ask by email within one month of the first purchase, you may get a 50% refund plus account credit. No refunds are issued once an annual plan has been active for more than two months.

How do I delete my EngageBay account?

First make sure there is no active subscription, because the delete option only appears when no plan is active. Then click the avatar icon at the top right and select Billing. At the bottom left of the Billing page, click the Delete Account link. The help center article includes a short video showing these steps.

Does EngageBay work with eBay?

No. EngageBay's integrations page lists ecommerce connections for Shopify, WooCommerce, BigCommerce and Magento, plus Stripe, Zapier, QuickBooks, Xero, Twilio and SendGrid, but no eBay integration. eBay sellers could only link data through a general automation tool such as Zapier, and would still manage eBay messages and orders elsewhere.

How do I contact EngageBay support?

The EngageBay help center lists a phone number, +1 (877) 509-3570, a support email and a Contact us link, and gives the company address as EngageBay Inc, 255 Verano Way, Mountain House, California. The help center itself has a searchable knowledge base with step-by-step articles and videos, and a Got any questions link on each article.

How do I get my data out of EngageBay?

Export what you need before you close the account. The Terms of Service say EngageBay has no obligation to migrate your data or help with migration when an account ends, but its support team may help transfer stored data on request. After termination, your content soon stops appearing in the product, and you must still pay fees for the current billing period.

What are some alternatives to EngageBay?

Other all-in-one CRMs for small businesses include HubSpot, Zoho CRM, Brevo, Freshworks and Keap. For ecommerce email marketing, Klaviyo and Omnisend are common choices with Shopify stores. Marketplace sellers who need an inbox for eBay and Amazon buyer messages may prefer a seller helpdesk such as 3Dsellers or eDesk, since EngageBay has no eBay integration.

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