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EngageBay CRM vs Ontraport Comparison (2026)

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Good recommendations?

EngageBay CRM logo

EngageBay CRM

Ontraport logo

Ontraport

Overview

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Create fully automated email marketing funnels with beautiful drag and drop emails, all backed by the industry's best delivery rates.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

14.99

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

29

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

912

5

4

3

2

1

635

247

22

2

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
would recommend this app

4.2

89

5

4

3

2

1

48

22

12

4

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
66%
would recommend this app

Pros

“Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is.”
Verified reviewer profile picture

Jelyn T.

Marketing Manager

“The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency.”
DM

Desiree M.

Caregiver

“It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.”
HK

Hitesh K.

Administrator

Pros

“The tool also needs to find a solution for tracking traffic sources.”
ED

Eduardo D.

Owner

“Overall, I would recommend this software for anyone who needs to automate emails and store contact information.”
LM

Loura M.

Executive Assistant

“We have migrated the donor experience to another software designed for nonprofit fundraising, and still currently use ontraport to assist with marketing emails until a better solution is in place.”
Verified reviewer profile picture

Shaelina H.

Executive Director

Cons

“The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights.”
DM

Desiree M.

Caregiver

“Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.”
SK

Sai K.

Account manager

“It lacks advanced analytics and reporting and the mobile app lacks all the features making it difficult to access anywhere”
SK

Satou K.

Administrator

Cons

“The email template designs are outdated, the tool is hard to navigate, and there is definitely a learning curve to use it.”
ED

Eduardo D.

Owner

“This is not suited for nonprofit fundraising at all.”
Verified reviewer profile picture

Shaelina H.

Executive Director

“Statistics and Split test don't work”
Verified reviewer profile picture

Angus B.

MD

  • Vendor responds to reviews
  • Last review25 days ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features180
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Attendance Management
  • Attendance Tracking
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Business Card/Badge Scanning
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Canned Responses
  • Catalog Management
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Commenting/Notes
  • Committee Management
  • Communication Management
  • Computer Telephony Integration
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Library
  • Content Management
  • Content Publishing Options
  • Conversion Rate Optimization
  • Conversion Tracking
  • Credit Card Processing
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Deal Management
  • Document Storage
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dues Management
  • Dynamic Content
  • Electronic Payments
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Reminders
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • GDPR Compliance
  • Gamification
  • Generative AI
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • HTML Editor
  • Help Desk Management
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Member Communication
  • Member Database
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Membership Signup
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Newsletter Management
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recommendations
  • Recurring/Subscription Billing
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Role-Based Permissions
  • SMS Messaging
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Source Tracking
  • Subscriber Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • Transfers/Routing
  • Volunteer Management
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Automation
  • Workflow Management
  • Total features153
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Attendance Management
  • Attendance Tracking
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Business Card/Badge Scanning
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Canned Responses
  • Catalog Management
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Commenting/Notes
  • Committee Management
  • Communication Management
  • Computer Telephony Integration
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Library
  • Content Management
  • Content Publishing Options
  • Conversion Rate Optimization
  • Conversion Tracking
  • Credit Card Processing
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Deal Management
  • Document Storage
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dues Management
  • Dynamic Content
  • Electronic Payments
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Reminders
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Enrollments/Onboarding
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • GDPR Compliance
  • Gamification
  • Generative AI
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • HTML Editor
  • Help Desk Management
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Member Communication
  • Member Database
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Membership Signup
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Newsletter Management
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recommendations
  • Recurring/Subscription Billing
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Role-Based Permissions
  • SMS Messaging
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Source Tracking
  • Subscriber Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • Transfers/Routing
  • Volunteer Management
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Website Management
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations29
  • 1ShoppingCart
  • APIANT
  • Acuity Scheduling
  • BulkSMS
  • Calendly
  • Call Loop
  • CallHippo
  • Docusign
  • EasyWebinar
  • Engageware
  • Exotel
  • Freshdesk
  • GoTo Webinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Gravity Forms
  • Gupshup
  • HubSpot CRM
  • Jotform
  • JustCall
  • Justuno
  • Kajabi
  • Leadpages
  • LeadsBridge
  • LearnDash
  • LinkedIn for Business
  • Mailgun
  • Make
  • Meta for Business
  • MightyCall
  • Operations Hub
  • OptimizePress
  • OptinMonster
  • Outgrow
  • Pabbly Connect
  • PayKickstart
  • PayPal
  • Picreel
  • Plivo
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • Salesforce Platform
  • SendGrid
  • Shopify
  • SimpleTexting
  • Stripe
  • Teachable
  • Twilio
  • Wistia
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoom Workplace
  • authorize.net
  • iDevAffiliate
  • Total integrations39
  • 1ShoppingCart
  • APIANT
  • Acuity Scheduling
  • BulkSMS
  • Calendly
  • Call Loop
  • CallHippo
  • Docusign
  • EasyWebinar
  • Engageware
  • Exotel
  • Freshdesk
  • GoTo Webinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Gravity Forms
  • Gupshup
  • HubSpot CRM
  • Jotform
  • JustCall
  • Justuno
  • Kajabi
  • Leadpages
  • LeadsBridge
  • LearnDash
  • LinkedIn for Business
  • Mailgun
  • Make
  • Meta for Business
  • MightyCall
  • Operations Hub
  • OptimizePress
  • OptinMonster
  • Outgrow
  • Pabbly Connect
  • PayKickstart
  • PayPal
  • Picreel
  • Plivo
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • Salesforce Platform
  • SendGrid
  • Shopify
  • SimpleTexting
  • Stripe
  • Teachable
  • Twilio
  • Wistia
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoom Workplace
  • authorize.net
  • iDevAffiliate

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