# Close vs EngageBay for crm software

Close and EngageBay are closely matched for core workflows. Both support API access, zapier, sales pipelines, multiple pipelines, and email sync. Close has confirmed free trial and gdpr compliance. EngageBay has confirmed free plan and price for five users of 63.7.

## Key decision points

- EngageBay has confirmed free plan; free plan is not yet confirmed for Close.
- Close has confirmed free trial; free trial is not yet confirmed for EngageBay.
- EngageBay has confirmed price for five users of 63.7; price for five users is not yet confirmed for Close.
- Close has confirmed gdpr compliance; gdpr compliance is not yet confirmed for EngageBay.

## Choose Close if…

- Choose Close if confirmed free trial matters to you; this detail is not yet confirmed for EngageBay.
- Choose Close if confirmed gdpr compliance matters to you; this detail is not yet confirmed for EngageBay.

## Choose EngageBay if…

- Choose EngageBay if confirmed free plan matters to you; this detail is not yet confirmed for Close.
- Choose EngageBay if confirmed price for five users of 63.7 matters to you; this detail is not yet confirmed for Close.

## Features

| Feature | Close | EngageBay |
| --- | --- | --- |
| Contact management | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Company management | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Sales pipelines | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Multiple pipelines | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Email sync | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/crm/crm-email-integration)) |
| Email tracking | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/crm/crm-email-integration)) |
| Email sequences | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Calling | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| SMS | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Lead scoring | Yes (verified 5 September 2026; [source](https://help.close.com/welcome-to-close-help)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Workflow automation | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Forms | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Meeting scheduling | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Quotes | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Sales forecasting | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Custom fields | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Custom objects | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Not confirmed |
| Team permissions | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Marketing automation | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |

## Capacity

| Feature | Close | EngageBay |
| --- | --- | --- |
| Products | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |

## Platforms

| Feature | Close | EngageBay |
| --- | --- | --- |
| Mobile apps | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Not confirmed |

## Technical

| Feature | Close | EngageBay |
| --- | --- | --- |
| API | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Webhooks | Yes (verified 5 September 2026; [source](https://close.com/)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Zapier | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/integrations/)) |

## Security and compliance

| Feature | Close | EngageBay |
| --- | --- | --- |
| GDPR compliance | Yes (verified 5 September 2026; [source](https://close.com/)) | Not confirmed |

## Pricing

| Feature | Close | EngageBay |
| --- | --- | --- |
| Free plan | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Free trial | Yes (verified 5 September 2026; [source](https://close.com/pricing)) | Not confirmed |
| Price for five users | Not confirmed | $63.7 (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |

## Evidence

- **EngageBay — Contact management:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Contact Management”
- **EngageBay — Company management:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Company Management”
- **Close — Sales pipelines:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Lead & pipeline management”
- **EngageBay — Sales pipelines:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Pipelines”
- **Close — Multiple pipelines:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Pipelines Create multiple opportunity pipelines to track different teams, products, or sales processes.”
- **EngageBay — Multiple pipelines:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Pipelines”
- **Close — Email sync:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Two-way email sync (send/receive)”
- **EngageBay — Email sync:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/crm/crm-email-integration. Evidence: “Enjoy seamless 2-way sync with Gmail and Outlook365.”
- **Close — Email tracking:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Email open tracking”
- **EngageBay — Email tracking:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/crm/crm-email-integration. Evidence: “Access real-time data on open rates, click-through rates, downloads, unsubscribes, and more from a single dashboard.”
- **EngageBay — Email sequences:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Email Sequences”
- **Close — Calling:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Built-in power dialer”
- **EngageBay — Calling:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Calling”
- **Close — SMS:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Email, calls, SMS — one inbox”
- **EngageBay — SMS:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “SMS Broadcast”
- **Close — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://help.close.com/welcome-to-close-help. Evidence: “Lead Scoring”
- **EngageBay — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Lead Scoring”
- **Close — Workflow automation:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Sales automation Workflows that automate and unlock your team”
- **EngageBay — Workflow automation:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Workflows”
- **Close — Forms:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Forms Capture website leads with a no-code form builder.”
- **EngageBay — Forms:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Forms”
- **Close — Meeting scheduling:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Meetings + Scheduling”
- **EngageBay — Meeting scheduling:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Appointment Scheduling Software”
- **EngageBay — Quotes:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Proposal”
- **EngageBay — Products:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Products”
- **Close — Sales forecasting:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Reporting Pipeline, activity, forecasting”
- **EngageBay — Sales forecasting:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Forecasting”
- **Close — Custom fields:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Custom Fields Customize Close to store data unique to your business on Leads, Contacts, and Opportunities.”
- **EngageBay — Custom fields:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “Custom Fields”
- **Close — Custom objects:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Custom Objects Create your own unique CRM objects to store and associate with Leads in Close.”
- **Close — Team permissions:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Roles and permissions Control a user's accessibility within Close by assigning them to one of four predefined roles.”
- **EngageBay — Team permissions:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Team Management”
- **Close — Mobile apps:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Mobile app Manage the CRM, make & receive calls and texts, and review reports on the go. Available for iOS & Android.”
- **Close — API:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Build on Close REST API, webhooks, and MCP server.”
- **EngageBay — API:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “API”
- **Close — Webhooks:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “Build on Close REST API, webhooks, and MCP server.”
- **EngageBay — Webhooks:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “Webhooks”
- **Close — Zapier:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Zapier Connect with 2000+ third-party apps through Zapier.”
- **EngageBay — Zapier:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/integrations/. Evidence: “Zapier Pick zaps from Zapier directory & build automated workflows across apps.”
- **Close — Marketing automation:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Automated Workflows Automate outreach (SMS, emails, calls)”
- **EngageBay — Marketing automation:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Marketing Automation”
- **Close — GDPR compliance:** Yes. Last verified 5 September 2026. Source: https://close.com/. Evidence: “GDPR”
- **EngageBay — Free plan:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “EngageBay offers a genuinely free plan — not a trial — that includes CRM, email marketing, live chat, and helpdesk features for up to 15 users.”
- **Close — Free trial:** Yes. Last verified 5 September 2026. Source: https://close.com/pricing. Evidence: “Try for free”
- **EngageBay — Price for five users:** $63.7. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “All-in-One Starts at $12.74 USD”