# EngageBay — CRM

EngageBay by EngageBay Inc. holds a panel rating of 2/5 from 6 AI judges (category median 2.5/5), as of 2026-11-04. Provenance: provenance unknown; sovereignty: 2 of 6 dimensions proven.

- Vendor: EngageBay Inc. (https://www.engagebay.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/engagebay
- Alternatives: https://whats-best.ai/software/crm/engagebay/alternatives ([markdown](https://whats-best.ai/software/crm/engagebay/alternatives.md))
- Data as of: 2026-11-04 · evaluated 2026-11-04 · oldest source captured 2026-11-03

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: EngageBay Inc.
- Headquarters: Incorporated in United States [S3]
- Data hosting: Outside the EU by default; pages mention United States [S3]
- Free plan: Yes, per the vendor’s own page [S10]

## The panel's verdict

EngageBay Inc., a US C Corporation, sells an all-in-one CRM for marketing, sales and support. The bench scored it strongest on contact management, sales pipeline and automation, with scores clustering at 4 to 5: custom fields span contacts, companies, deals, tickets and products; contact merging is documented down to which fields, tags and tickets survive; forecasting runs at individual and team level with monthly, bi-monthly, half-yearly or annual revenue predictions; and the help pages document seventeen marketing triggers. Integrations scored 4 to 6, the spread reflecting a directory claiming 250+ business tools set against the judges' finding of no public information on a documented API or webhooks. Weakest were sovereignty (1 to 3), data portability (2 to 3: CSV export of contacts and deals) and pricing transparency (2 to 3: the only public price is 'Free for 15 users' with no credit card required); on sovereignty, the spread tracks servers located in the United States and unnamed third-party providers whose locations are not specified, set against a GDPR policy and EU-U.S. Data Privacy Framework certification.

**Speaks for it:**
- A free tier for 15 users with no credit card required
- Custom fields documented across contacts, companies, deals, tickets and products, with contact merging that carries all system and custom fields, tags and tickets into the surviving record
- Forecasting at individual and team level with monthly, bi-monthly, half-yearly or annual revenue predictions and visibility into rep targets
- Seventeen documented marketing triggers — form joins, tag changes, email opens, cart abandonment, incoming and outgoing calls — plus sequences and a workflows module
- An integrations directory claiming 250+ business tools with named connections including Google and Office 365 sync, Salesforce, Stripe, QuickBooks, Twilio and Zapier

**Held against it:**
- The only public price is the free tier for 15 users; no paid tier price, billing period or per-seat figure appears on the captured pages
- The 1 million-contact fair-usage cap on the All in one Pro plan is stated in the terms of service rather than on a pricing page
- The vendor is a US C Corporation whose privacy policy states servers are located in the United States, with data also shared with unnamed third-party providers whose locations are not specified
- We found no public information on a data processing agreement, a subprocessor list or an EU hosting option
- Export is CSV of contacts and deals by bulk action, and the terms state no obligation to assist migration of data out of EngageBay, with support help only on request

**Best for:**
- You want a cost-free start with the whole stack in one place: the free tier covers 15 users with no credit card required, and contact, deal, email, help desk and workflow modules are all listed
- You run sales and marketing together and want automation driven by documented events such as form joins, tag changes, email opens, cart abandonment and calls
- Your toolset is mainstream — Google or Office 365 calendars, Stripe, QuickBooks, Twilio, Shopify, Slack, Zapier — and you want those names in the vendor's directory

**Avoid if:**
- Your compliance review requires EU data residency, a signed data processing agreement or a published subprocessor list before onboarding; the captured pages state servers are located in the United States, and we found no public information on the other two
- Your procurement requires a computable paid invoice from public pricing before raising a purchase order

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v2). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 2/5 | 2/5 | 2/5 | 2.5/5 | 2/5 | 2/5 |
| Pipeline & forecasting | 2.5/5 | 2.5/5 | 2/5 | 2/5 | 2.5/5 | 2/5 |
| Automation & workflows | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2.5/5 |
| Integrations & API | 2.5/5 | 2/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| European sovereignty | 1/5 | 1/5 | 0.5/5 | 1.5/5 | 1/5 | 1/5 |
| Import, export & exit | 1/5 | 1.5/5 | 1.5/5 | 1/5 | 1.5/5 | 1/5 |
| Pricing transparency | 1/5 | 1/5 | 1/5 | 1.5/5 | 1.5/5 | 1.5/5 |
| **Weighted verdict** | **2/5** | **1.5/5** | **2/5** | **2/5** | **1.5/5** | **1.5/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: 2 of 6 dimensions proven.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Incorporated in US | 0/2 | [S3] |
| Hosting location | Outside the EU | 0/4 | [S3] |
| Hosting options | Not determined | — | — |
| Open source | Not determined | — | — |
| Data processing agreement | Not determined | — | — |
| Transfer impact assessment | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- CCPA no sale: no [S3]
- Children age: 16 [S3]
- Dispute resolution: free to the complainant · JAMS [S3]
- Dpf certified: EU-U.S. DPF · UK Extension · Swiss-U.S. DPF [S3]
- Dpf dispute window: 45 [S3]
- GDPR contact: gdpr@engagebay.com [S3]
- GDPR reference: yes · yes [S2]
- Google user data limits: Gmail data not used for ads, not transferred except to provide/improve features, humans read only under limited conditions; Limited Use requirements apply [S3]
- Legal basis: consent · contract · legitimate interests · legal obligation [S3]
- Pci payment processing: yes [S3]
- Sensitive information prohibited: yes [S3]

**Data**
- Export on termination: yes [S3]
- Marketing license: yes [S2]
- Merger assignment: yes · no [S2]
- Migration support: no · yes [S2]
- Never sold: no [S3]
- Not sold: no [S2]
- Ownership: yes [S2]
- Retention policy: deleted or anonymized when no ongoing legitimate business need; earlier deletion on request [S3]

**Hosting**
- Region: United States [S3]
- Third party: yes · yes · yes [S2]

**Integrations**
- Ad network optout: yes [S3]
- Automation platforms: PieSync · Pabbly Connect · Make (formerly Integromat) · Integrately [S10]
- Calendar sync: Google Calendar · Office 365 Calendar Events · Calendly · Google Contact Sync · Office 365 Contacts [S10]
- Count: 250 [S1]
- Count: 250 [S7]
- CRM sync: Salesforce · Pipedrive · HubSpot · Agile CRM · Dynamics 365 · ConnectWise · Highrise HQ [S10]
- Docusign: yes [S10]
- Ecommerce: WooCommerce · BigCommerce · Ecwid · Opencart · Magento [S10]
- Forms: JotForms · Wufoo · Facebook Lead Ads · reCaptcha [S10]
- Listed integrations: Zapier · Xero · Mailgun · Mandrill · Postmark · Sendgrid · PieSync [S3]
- Named apps: Plivo · DocuSign · LinkedIn · BulkSMS · Zapier · SendGrid · Mailgun · QuickBooks · Twilio · Exotel · Mandrill · Xero · Shopify · many [S10]
- Payments: Stripe · PayPal · QuickBooks · Xero [S10]
- Shopify: yes [S10]
- Slack: yes [S10]
- Synchronize linkedin: yes [S10]
- Telephony: Twilio · Plivo · Exotel · RingCentral · Aircall · JustCall · Sinch · MightyCall · Voxvalley [S10]
- Total count: 250 [S10]
- Video conferencing: Zoom · Google Meet · Webex [S10]
- Whatsapp: WhatsApp · WhatsApp (Twilio) · WhatsApp (Gupshup) [S10]
- Wordpress plugin: yes [S10]
- Zapier: Build automated workflows across apps via Zapier zaps [S10]

**Legal**
- Address: EngageBay Inc · 255 Verano Way, Mountain House, CA, 95391 [S4]
- Address: 1007 North Orange Street 4th Floor #180, Wilmington, DE 19801, USA [S3]
- Address: EngageBay Inc · 255 Verano Way, Mountain House, CA, 95391 [S8]
- Customer data new uses: yes [S2]
- Entity: EngageBay Inc. · 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801 [S1]
- Entity: EngageBay Inc. · 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801 [S10]
- Entity address: EngageBay Inc. · 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801 [S7]
- Entity address: EngageBay Inc. · 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801 [S6]
- Entity address: EngageBay Inc · 255 Verano Way, Mountain House, CA, 95391 [S11]
- Entity name: EngageBay Inc, a C Corporation subject to US law [S3]
- Privacy policy reference: https://www.engagebay.com/legal/privacy-policy [S2]

**Pricing**
- Free signup no card: no [S6]
- Free tier: 15 · yes · no [S10]
- Free tier users: 15 [S6]

**Product**
- AI automation free: yes [S7]
- AI chatbot: AI chatbot trainable on own knowledge base, files and links; 24/7 answers [S1]
- AI features: EngageBay AI, AI Chatbot, AI Email Marketing [S6]
- AI features: AI Chatbot · AI Email Marketing [S10]
- All in one: all-in-one platform for Marketing, Sales, Support [S6]
- All in one CRM: All-in-One CRM with lead capture, marketing automation and customer relationship management, built-in AI [S1]
- Alternatives: positioned as alternative to HubSpot, Infusionsoft, Pipedrive, Insightly, Getresponse, ActiveCampaign, Agile CRM, Brevo [S7]
- Alternatives positioning: positions as alternative to HubSpot, Infusionsoft, Pipedrive, Insightly, Getresponse, ActiveCampaign, Agile CRM, Brevo [S6]
- Appointment scheduling: yes · yes [S1]
- Automation triggers marketing: EngageBay provides marketing, sales, and service automation [S8]
- Automation triggers marketing count: Joins a form · Joins a popup · Joins a sequence · Tag added · Tag removed · Link clicked · Opens an email · Double opt-in · Has Note Description · Score changed · Contact created · Cart abandoned · Order purchased · Contact updated · Web p… [S9]
- Cancellation method: yes · no [S2]
- Cookies required: yes [S2]
- Copyright infringement contact: support@engagebay.com · yes [S2]
- CRM modules: listed CRM modules: Automations, Calling, Company Management, Contact Management, Deal Management, Email Broadcast, Email Sequence, Email Template Builder, Forms, Help Desk, Landing Pages, Live Chat, Milestone Tracking, Calendar, Products,… [S6]
- Custom field entities: contacts · companies · deals · tickets · products [S5]
- Custom fields: Users can create custom fields for contacts and companies via Account Settings > Custom Fields. [S5]
- Customer count: 46000 [S1]
- Deal prioritization: deals prioritized based on user-defined conditions [S7]
- Deals export CSV: Sales Module > Deals > List View > select deals > bulk action > Export to CSV · CSV · email with the CSV · yes [S12]
- Dfy services: yes [S1]
- Fair usage limit: All in one Pro · 1000000 · yes [S2]
- Feature list: all-in-one CRM feature list including automations, calling, deal management, help desk, landing pages, live chat, workflows, custom reporting [S7]
- Feature modules: Automations · Calling · Company Management · Contact Management · Deal Management · Email Broadcast · Email Sequence · Email Template Builder · Forms · Help Desk · Landing Pages · Live Chat · Milestone Tracking · Calendar · Products · Prop… [S1]
- Forecasting: sales pipeline forecasting at individual and team level, with monthly, bi-monthly, half-yearly or annual revenue predictions [S6]
- Free tier users: 15 · no [S1]
- Free tier users: 15 · no [S7]
- Free trial demo: yes · yes [S1]
- Free trial signup: yes [S6]
- Integration count: 250 [S6]
- Marketing automation AI: AI-powered marketing automation: automates emails, tracks customer behavior [S1]
- Merge fields: All system and custom fields copied [S4]
- Merge path: Sales > Contacts tab, ellipsis menu, Merge [S4]
- Merge result email: Resulting record uses primary email [S4]
- Merge tags: All tags merged [S4]
- Merge tickets: All tickets copied to resulting contact [S4]
- Pipeline stages sort filter: sort and filter deals by expected close dates [S7]
- Platform features: 30 · Automations · Calling · Company Management · Contact Management · Deal Management · Email Broadcast · Email Sequence · Email Template Builder · Forms · Help Desk · Landing Pages · Live Chat · Milestone Tracking · Calendar · Products ·… [S10]
- Positioning: all-in-one CRM for small companies [S6]
- Positioning: All-in-one platform for Marketing, Sales, and Support teams [S10]
- Prohibited usage: emails violating international laws · emails violating local laws · spam per Spamhaus definition [S2]
- Security disclaimer: account holder · yes [S2]
- SSO login: Google account · yes [S3]
- Standard fields: First Name · Last Name · Email · Company · Phone Number · Country [S5]
- Trigger call events: yes · yes [S9]
- Trigger cart abandoned: Cart abandoned [S8]
- Trigger contact created: Contact created [S8]
- Trigger contact field update: yes [S9]
- Trigger contact updated: Contact updated [S8]
- Trigger double opt in: Double opt-in [S8]
- Trigger double opt in: inline · popup · landing page [S9]
- Trigger ecommerce: yes · yes [S9]
- Trigger email behavior: Triggers when a user opens an email specified in the configuration [S9]
- Trigger incoming call: Incoming call [S8]
- Trigger joins form: Joins a form [S8]
- Trigger joins popup: Joins a popup [S8]
- Trigger joins sequence: Joins a sequence [S8]
- Trigger lead scoring: yes [S9]
- Trigger link clicked: Link clicked [S8]
- Trigger link clicked: yes [S9]
- Trigger note description: Has Note Description [S8]
- Trigger opens email: Opens an email [S8]
- Trigger order purchased: Order purchased [S8]
- Trigger outgoing call: Outgoing call [S8]
- Trigger score changed: Score changed [S8]
- Trigger tag added: Tag added [S8]
- Trigger tag based: yes · yes [S9]
- Trigger tag removed: Tag removed [S8]
- Trigger web page visited: Web page visited [S8]
- Trigger web page visited: yes [S9]
- Unlimited deals: yes · yes [S7]
- Warranty: none, as-is basis [S2]
- Wordpress plugin: yes [S1]

**Support**
- Demo: yes [S7]

## Questions

### Is EngageBay European?

Not determined: the vendor’s pages as captured do not say where EngageBay is based. Its vendor, EngageBay Inc., is incorporated in United States, per [the vendor’s page captured 3 Nov 2026](https://whats-best.ai/evidence/17130).

### Where does EngageBay store data?

EngageBay stores customer data outside the EU by default, per [the vendor’s page captured 3 Nov 2026](https://whats-best.ai/evidence/17130). The vendor’s pages mention United States as hosting location, per [the vendor’s page captured 3 Nov 2026](https://whats-best.ai/evidence/17130).

### Does EngageBay have a free plan?

Yes. EngageBay has a free plan, per [the vendor’s page captured 3 Nov 2026](https://whats-best.ai/evidence/17137).

### What are the best alternatives to EngageBay?

As of 4 Nov 2026, the panel rates [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot), [OnePageCRM (3/5)](https://whats-best.ai/software/crm/onepagecrm) and [Pipeliner CRM (3/5)](https://whats-best.ai/software/crm/pipeliner-crm) highest among the other 55 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [OnePageCRM](https://whats-best.ai/software/crm/onepagecrm) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [EngageBay alternatives](https://whats-best.ai/software/crm/engagebay/alternatives).

## What this page leaves out

- 7 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 4 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 compliance fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 product fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.

## Sources

- [S1] Vendor page: https://www.engagebay.com (checked 2026-11-03)
- [S2] Terms of service — found from the homepage: https://www.engagebay.com/legal/terms-of-service (checked 2026-11-03)
- [S3] Privacy policy — found from the homepage: https://www.engagebay.com/legal/privacy-policy (checked 2026-11-03)
- [S4] Contact & data model — found from sitemap: https://help.engagebay.com/articles/how-do-i-merge-contacts (checked 2026-11-03)
- [S5] Contact & data model — found from sitemap: https://help.engagebay.com/articles/how-to-create-custom-fields (checked 2026-11-03)
- [S6] Pipeline & forecasting — found from sitemap: https://www.engagebay.com/crm/sales-pipeline (checked 2026-11-03)
- [S7] Pipeline & forecasting — found from sitemap: https://www.engagebay.com/crm/deal-management-software (checked 2026-11-03)
- [S8] Automation & workflows — found from sitemap: https://help.engagebay.com/articles/what-are-the-different-triggers-you-can-use-on-an-automation (checked 2026-11-03)
- [S9] Automation & workflows — found from sitemap: https://help.engagebay.com/articles/what-are-the-different-triggers-for-marketing-automation-and-how-do-they-each-work (checked 2026-11-03)
- [S10] Integrations & API — found from sitemap: https://www.engagebay.com/integrations/ (checked 2026-11-03)
- [S11] Import, export & exit — found from sitemap: https://help.engagebay.com/articles/how-to-export-contacts (checked 2026-11-03)
- [S12] Import, export & exit — found from sitemap: https://help.engagebay.com/articles/how-to-export-deals (checked 2026-11-03)

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Cite as: whats-best.ai, "EngageBay — CRM", AI panel analysis, as of 2026-11-04. https://whats-best.ai/software/crm/engagebay

Corrections: https://whats-best.ai/correct/1393?target=page