---
description: Compare EngageBay CRM vs AgencySmart. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: EngageBay CRM vs AgencySmart Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [EngageBay CRM \<span\>vs\</span\> AgencySmart](https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart)

# Compare EngageBay CRM vs AgencySmart

Canonical: https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart

> Detailed comparison between EngageBay CRM and AgencySmart. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | EngageBay CRM | AgencySmart |
| **Overall rating** | 4.7/5 | - |
| **Total Reviews** | 907 | 0 |
| **Starting Price** | US$14.99 | US$49.00 |
| **Free Trial** | No | Yes |
| **Free Version** | Yes | - |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### EngageBay CRM

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

### AgencySmart

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is designed to help insurance agents be more productive, more effective and more profitable\!

## Key features

### EngageBay CRM

- API
- Access Controls/Permissions
- Activity Tracking
- Calendar Management
- Client Management
- Contact Database
- Contact Management Software
- Customizable Forms
- Email Marketing Software
- Email Templates
- Lead Management Software
- Marketing Automation Software
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Pipeline Management
- Search/Filter
- Task Management Software
- Territory Management
- Workflow Management Software

### AgencySmart

- API
- Access Controls/Permissions
- Activity Tracking
- Calendar Management
- Client Management
- Contact Database
- Contact Management Software
- Customizable Forms
- Email Marketing Software
- Email Templates
- Lead Management Software
- Marketing Automation Software
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Pipeline Management
- Search/Filter
- Task Management Software
- Territory Management
- Workflow Management Software

## Links

- [View EngageBay CRM Profile](https://www.capterra.ca/software/178819/engagebay-marketing)
- [View AgencySmart Profile](https://www.capterra.ca/software/1010962/agencysmart)
- [View Original Comparison](https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"EngageBay CRM vs AgencySmart Comparison - Capterra Canada 2026","description":"Compare EngageBay CRM vs AgencySmart. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart","about":[{"@id":"https://www.capterra.ca/software/178819/engagebay-marketing#software"},{"@id":"https://www.capterra.ca/software/1010962/agencysmart#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart#webpage","isPartOf":{"@id":"https://www.capterra.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.capterra.ca/#organization"}},{"name":"EngageBay CRM","description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/fe104d15-6527-483b-bd72-8ca3ca9f9f5f.png","url":"https://www.capterra.ca/software/178819/engagebay-marketing","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/178819/engagebay-marketing#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":907},"offers":{"price":"14.99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"AgencySmart","description":"AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time and reduces labor cost while increasing efficiency!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/086b4aba-0f85-4add-b7d6-35427da2603b.png","url":"https://www.capterra.ca/software/1010962/agencysmart","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/1010962/agencysmart#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"offers":{"price":"49","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance CRM Software","position":2,"item":"/directory/32554/insurance-crm/software","@type":"ListItem"},{"name":"EngageBay CRM vs AgencySmart","position":3,"item":"https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart","@type":"ListItem"}],"@id":"https://www.capterra.ca/compare/178819/1010962/engagebay-marketing/vs/agencysmart#breadcrumblist"}]}
</script>
