--- title: EngageBay Reviews meta_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 739 reviews by the users' company size, role or industry to find out how EngageBay works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 739 scale: '5' date_modified: '2026-08-31' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # EngageBay Reviews **Vendor:** EngageBay Inc **Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) **Average Rating:** 4.6/5.0 **Total Reviews:** 739 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About EngageBay EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. ## EngageBay Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **ease of use** of EngageBay, which streamlines their workflow and enhances daily productivity. (244 reviews) - Users value the **time-saving automation** of EngageBay, enhancing organization and streamlining workflow with integrated tools. (170 reviews) - Users appreciate the **amazing customer support** of EngageBay, consistently receiving quick and helpful responses from the team. (167 reviews) - Users appreciate the **seamless integration** of CRM, email, and automation features in EngageBay, enhancing their workflow significantly. (167 reviews) - Users value the **sophisticated automation features** of EngageBay, enhancing workflow efficiency and simplifying daily operations. (141 reviews) - Automation Features (139 reviews) - Email Marketing (127 reviews) - Users find EngageBay to be **incredibly intuitive** , making it easy for both new and experienced users to adopt. (122 reviews) - Easy Setup (120 reviews) - Email Management (104 reviews) **What users dislike:** - Users find the **missing features** like email threading and advanced reporting options frustrating and limit usability. (108 reviews) - Users experience **limited features** with EngageBay, feeling constraints in mobile functionality and essential support tools. (85 reviews) - Users find the **reporting features limited** and lacking detail, affecting their ability to fully utilize EngageBay. (74 reviews) - Users experience **limited customization** for key features like landing pages and workflows, hindering their effectiveness. (69 reviews) - Users note **poor reporting** capabilities in EngageBay, hindering deeper analysis and advanced customization for specific needs. (64 reviews) - Inadequate Reporting (50 reviews) - Users find the **steep learning curve** challenging, requiring time to master advanced functionalities in EngageBay. (49 reviews) - Limitations (46 reviews) - Integration Issues (45 reviews) - Users report **slow loading** times during bulk actions, making the experience less smooth and efficient. (45 reviews) ## EngageBay Reviews ### 1. EngageBay Keeps Contacts and Email Campaigns Organized in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Nitish K. | Business Consultant, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 27, 2026 **What do you like best about EngageBay?** We started using EngageBay mainly to get our contacts and email communication in one place. So far, it has worked well for what we need. The contact management is probably the part we use most. It's nice being able to look up a contact and see the information and activity without having to search through different places. We also use email broadcasts for sending updates to different groups of contacts. The email templates are another feature I use quite often. Once you have a few templates ready, it saves a lot of time because you're not creating the same type of email again and again. We also use sequences for follow-ups, which has been useful when there are a lot of prospects to stay in touch with. It has made our overall email process more organized. **What do you dislike about EngageBay?** There are quite a few options, so it took me a little while to get used to everything. Some parts of the email editor could also be easier to work with. These aren't major issues for us, though. **What problems is EngageBay solving and how is that benefiting you?** The biggest thing for us is organization. Earlier, it was easier for contacts and follow-ups to get scattered between different tools. With EngageBay, we have one place to manage contacts and handle our email campaigns. It saves us some manual work, especially with regular follow-ups, and makes it easier to keep communication going with prospects without having to remember everything ourselves. ### 2. Effortless Automated Follow-Ups and Helpful Email Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Margaret D. | Account Manager, Information Services, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 26, 2026 **What do you like best about EngageBay?** I mainly use EngageBay for email marketing and follow-up sequences, and that has worked well for us. What I like most is being able to setup a sequence once and let the follow-ups go out automatically. I don't have to keep checking who needs an email or remember when I last followed up. Setting up the emails and delays between them is also pretty simple onceyou get used to it. I also find the email tracking useful. Being able to see opens and clicks gives me a quick idea of whether people are engaging with the emails or not. For our team, the main advantage is simply that email follow-ups take less manual work now. **What do you dislike about EngageBay?** There are quite a few features, so it took me little while to get familiar with everything. The interface can also feel a bit busy in some areas. **What problems is EngageBay solving and how is that benefiting you?** Before using sequences, a lot of follow-ups were easy to miss, especially when there were several leads to keep track of. Now we can put the follow-up emails into the sequence and let them run automatically. It saves time and makes the process more consistent without someone having to manually send every email. Overall, email sequences are probably the part of EngageBay that has been most useful for us. ### 3. EngageBay Keeps Customer Conversations and Follow-Ups Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Cynthia L. | Customer Success Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 25, 2026 **What do you like best about EngageBay?** I use EngageBay to keep track of customer information, conversations, and follow-ups during my workday. I find it helpful to have previous activity available when I need to check the context of a conversation. It saves me from having to go through different emails and makes it easier to pick things up where I left off. **What do you dislike about EngageBay?** There are quite a few features available, and it took me some time to become familiar with the platform. Some of the options I don’t use regularly weren’t immediately obvious at first, but the features I use most often are easy enough to work with. **What problems is EngageBay solving and how is that benefiting you?** EngageBay gives me one place to keep customer-related information and updates. I can review previous activity, add notes, and keep track of things that still need attention. This has reduced the amount of manual tracking I do and makes it easier to manage my workload when I have several conversations happening at once. ### 4. Easy Landing Pages and Forms Without Needing a Developer **Rating:** 4.5/5.0 stars **Reviewed by:** Michael W. | Operations Manager, Consumer Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 25, 2026 **What do you like best about EngageBay?** The landing page and forms are probably the features I use the most. I like that I can create a page, make changes to the content, and add a form without having to ask a developer for every small update. The form builder is also straightforward. I can add the fields we need, change them when necessary and use the forms directly on the landing pages. What I find convenient is that the form submissions stay within the same system. When someone fills out a form, I don't have a manually move the information from one tool to another just to keep track of the enquiry. It makes the whole process easier to manage, especially when we're creating different landing pages for different purposes. **What do you dislike about EngageBay?** The landing page editor can take a little time to get used to. Some of the design and editing options aren't immediately obvious, so I had to spend some time figuring out where certain things were. I also think the editor could feel a bit smoother when making detailed design changes. **What problems is EngageBay solving and how is that benefiting you?** For us, the main benefit is having landing ages and lead forms in one place. We can create a page, add the information we want to collect and start capturing enquiries without having to setup serveral separate tools. It has also made it easier to make changes ourselves instead of waiting on someone else for small updates. We're still using other parts of EngageBay as well, but the landing pages and forms have been particularly useful for our day-to-day lead capture process. Overall, it has made that part of our workflow more manageable without adding unnecessary steps. ### 5. EngageBay Keeps Lead and Conversation History at Your Fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Glen C. | Sales Development Representative, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 24, 2026 **What do you like best about EngageBay?** I use EngageBay to keep track of leads, customer conversations, and the follow-ups that come out of them. I find it really useful to have a contact’s history available when I’m preparing for a call or sending a follow-up. That way, I can quickly see where things stand instead of having to dig back through different email threads. **What do you dislike about EngageBay?** There are quite a few features available, and it took me some time to figure out which ones were most useful for my sales workflow. Some of the less-used options could be easier to find and navigate, but the core tools have been straightforward once I got familiar with them. **What problems is EngageBay solving and how is that benefiting you?** EngageBay gives me a central place to manage multiple leads at different stages, record activity, review previous communication, and keep track of what needs to happen next. It’s helped me spend less time manually organizing follow-ups and more time focusing on active sales conversations. ### 6. Email Tracking and Workflows That Make Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Bethany S. | Digital Marketing Manager, Management Consulting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 24, 2026 **What do you like best about EngageBay?** The email tracking has been really useful for us. I can see when someone opens an email and whether they clicked on a link, which helps a lot when deciding when to follow up. The workflows are another feature I use quite often. We can setup follow-ups based on things like an email being opened or a link being clicked, so we don't have to keep checking everything manually. **What do you dislike about EngageBay?** There are quite a few features, so it took me a little while to get used to where everything is. Once you get familiar with it, though, it becomes easier to work with. **What problems is EngageBay solving and how is that benefiting you?** It mainly helps us to stay on top of emails follow-ups. Before it was easy to lose track of who had replied, opened an email, or shown interest by clicking a link. Now we can use the tracking and workflows to followup based on what the contact actually id. That saves some manual work and makes the follow up process easier to manage. ### 7. EngageBay Makes Contact Management and Email Campaigns Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Raiana K. | Business Consultant, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 24, 2026 **What do you like best about EngageBay?** I mainly use EngageBay for contact management and email communication. I like having the contacts and their details in one place, rather than keeping track of everything separately. The email templates are also useful. Once I have a template that works, I can reuse it instead of creating the same email again. Setting up email broadcasts is fairly simple too, and it makes sending emails to a group of contacts much easier. **What do you dislike about EngageBay?** It took me a little while to get used to the interface. There are also a few things in the email editor that could be easier to work with, but overall it hasn't been a major issue for me. **What problems is EngageBay solving and how is that benefiting you?** It has made managing contacts and sending emails much less manual for us. I don't have to switch between different tools as much, and having templates and broadcasts in the same place saves quite a bit of time. Overall, it is a practical tool for what we use it for, especially contact management and regular email communication. ### 8. EngageBay Keeps Customer Details and Work Updates in One Convenient Place **Rating:** 4.5/5.0 stars **Reviewed by:** Heather H. | Customer Success Specialist, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 24, 2026 **What do you like best about EngageBay?** I find EngageBay useful because it lets me manage customer details and work updates in one place, instead of maintaining multiple separate records. I can add information as I go, review previous activity, and return to a conversation without having to reconstruct the background each time. It has become a convenient reference point throughout my workday. **What do you dislike about EngageBay?** Engagebay offers more functionality than I need for some daily tasks, and it took some trial and error to figure out which features were most relevant to my workflow. Once I became familiar with the platform, this was less of a concern. **What problems is EngageBay solving and how is that benefiting you?** The main benefit is having a clearer overview of the work I have in progress. I can see the information connected to a customer and keep updates in the same place, instead of maintaining separate records. This has made it easier to switch between tasks and pick things back up without losing track of important details. ### 9. Sales Pipeline and 360° Contact View Make Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Nicola W. | Commercial Manager, Consumer Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** August 23, 2026 **What do you like best about EngageBay?** The sales pipeline is the feature I use the most. I can see where all my deals are and move them to the next stage as things progress. It makes it easier to see what I need to follow up on instead of trying to remember everything. I also like the 360- degree contact view. Before I speak with a customer, I can quickly look at their previous emails, activities, notes and deal history. Having all of that in one place is really helpful because I can get the context without checking different places. **What do you dislike about EngageBay?** There are a quite a lot of features, so it took me little time to get used to everything. I didn't need all of them, but after using it for a while, I found the sales features fairly easy to use **What problems is EngageBay solving and how is that benefiting you?** For me, the main benefit is having the sales and customer information in one place. Before using EngageBay, I was using spreadsheets and separate notes to keep track of deals and follow-ups, which could get a bit messy. Now I can check the deal stage, customer activity, notes and previous conversations from the same place. It has made my follow-ups more organized and I have a much better idea of what needs my attention. ### 10. EngageBay Keeps Customer Follow-Ups Organized and Moving **Rating:** 4.5/5.0 stars **Reviewed by:** Angellene J. | Customer Support Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 23, 2026 **What do you like best about EngageBay?** I have been using EngageBay as part of my regular workflow to keep track of customer information and the things I need to follow up on. I find it useful that I can add notes as I work and then come back to a contact later without having to recreate the context. It gives me a simple place to check recent activity and keep my work moving. **What do you dislike about EngageBay?** It took me a little while to understand how the different sections fit together. I don’t use every feature, so some parts aren’t particularly relevant to my day-to-day work. Once I focused on the tools I actually need, it became much easier to use. **What problems is EngageBay solving and how is that benefiting you?** I use Engagebay to keep customer details, updates, and follow-up tasks in one place instead of switching between different notes or tools. I can review past interactions and update records as needed, which makes it easier to stay on top of conversations and avoid missing important follow-ups. ### 11. EngageBay Keeps Customer Info and Contact History Organized in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Haneesh G. | Customer Success Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 22, 2026 **What do you like best about EngageBay?** I use EngageBay to keep customer information and ongoing work together, instead of having to check several different places. I find the contact history useful when I need to pick up a conversation later, and adding notes along the way makes it easier to remember the important details. Overall, it works well for the routine tasks I handle during the day. **What do you dislike about EngageBay?** Some of the features are more detailed than I need for my regular work, so I had to spend some time getting familiar with the platform. I think the first-time experience could be a little simpler for users who only need the core features. **What problems is EngageBay solving and how is that benefiting you?** EngageBay gives me a consistent place to manage customer records and follow-ups. I can see previous activity, make updates, and check what still needs attention without keeping separate spreadsheets or notes. This has made it much easier to organize my workload and avoid losing track of things when several conversations are active. ### 12. All Our Contacts and Follow-Ups in One Place with Time-Saving Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Michael W. | Sales & Operations Manager, Machinery, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** August 22, 2026 **What do you like best about EngageBay?** What I like most about EngageBay is having our contacts, enquiries and follow-ups in one place. We deal with different clients and enquiries and it is much easier for me to see what is going on without having to check different places. I also like the automation for some of the follow-ups we do regularly. It saves a bit of time and means we don't have to rely on someone remembering to do every follow-up manually. For the most part, I find the CRM easy enough to use once you get familiar with it. We don't use every featurre, but the ones we do use are useful for our day-to-day work. **What do you dislike about EngageBay?** There are quite a few features, so I didn find it little confusing when I first started using it. It took me sometime to understand where things were and decide what we actually needed. I think the initial setup could be little simpler, especially for someone who hasn't used a CRM before. Once you get through that part, though it becomes much easier. **What problems is EngageBay solving and how is that benefiting you?** The main problem it has helped us with is keeping track of enquires and follow-ups. When things are handled through emails and different places, it is easy for something to get missed, particularly when we are busy. With EngageBay, we hae a better view of our contacts and where things stand. I can see what needs attention and keep track of follow-ups without having to keep everything in my head. It hasn't completely changed the way we work, but it has made the process more organized and taken some of the repetitive work off our plate. ### 13. EngageBay Keeps Customer History and Notes at My Fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Gunhild J. | Customer Relationship Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 21, 2026 **What do you like best about EngageBay?** What I find most useful about EngageBay is having a customer’s background available whenever I need it. I can open a record, see the most recent activity, check my notes, and understand what has happened so far. That way, I don’t need to keep separate documents just to remind myself about previous conversations. **What do you dislike about EngageBay?** The first few days took some getting used to. There are quite a few things available on the platform, and I had to figure out which ones were actually relevant to me. Once I settled into the features I use regularly, everything felt much more straightforward. **What problems is EngageBay solving and how is that benefiting you?** EngagBay has mainly helped me cut down on the time I spend searching for information when I need to follow up with someone. I can check the previous activity and get the context before responding, which makes it easier to handle my work throughout the day, particularly when I have several conversations to deal with. ### 14. EngageBay Workflows Make Lead Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Saajan T. | Key Account Manager, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 21, 2026 **What do you like best about EngageBay?** I mainly use EngageBay for managing leads, email follow-ups and automation. The workflow feature has been especially useful for me. I can setup an email sequence once and let it handle the follow-ups instead of having to remember when I need to contact someone again. I also use different workflows depending on where the lead is in the process. What I like most is that I don't have to keep a separate list of reminders for every follow-up. Once everything is setup properly, EngageBay takes care of the routine emails in the background. It has made things much easier for me, especially when I have lot of leads to followup with. **What do you dislike about EngageBay?** The workflow builder too me a little while to get comfortable with. When I first started creating more detailed workflows, I had to go through it a few times to understand how I wanted to setup the conditions and actions. It's not a major issues now, but I did have a bit of learning curve in the beginning. **What problems is EngageBay solving and how is that benefiting you?** For me, the biggest issue was simply keeping track of follow-ups. I don't want to rely on remembering which leads needs an email today, tomorrow or a few days from now. I use email sequences and workflows to handle that part. If someone enters a particular stage, I can have the relevant emails sent automatically and then setp in when I actually need to have a conversation. It has reduced a lot of the repetitive work for me. I still handle the important conversations myself, but I don't have to spend as much time worrying about whether I forget to follow up with someone. That's where EngageBay has been most useful for me. ### 15. EngageBay Keeps Everything Organized and Moving **Rating:** 4.5/5.0 stars **Reviewed by:** Aman G. | Business Development Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 20, 2026 **What do you like best about EngageBay?** I mainly use EngageBay to keep my work moving without having to maintain a separate list of everything. I can update a contact, add a note after a conversation, and check recent activity when I need a quick reminder. I also like that I can come back to something later and still have the context there, instead of starting over. **What do you dislike about EngageBay?** The platform can sometimes feel like it has more options than I need on a normal day. I had to spend some time getting used to the layout and figuring out which features were actually useful for me. After that initial adjustment, it became much more comfortable to use. **What problems is EngageBay solving and how is that benefiting you?** The biggest change for me has been reducing the amount of information I keep in multiple places. I used to write down notes in different spots just so I wouldn’t forget what needed to be done. Now I can keep those updates with the relevant contact and refer back to them when needed. This has made my workflow less cluttered and much easier to manage when things get busy. ### 16. EngageBay Workflows Make Lead Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Jeel D. | Sales Manager, Consulting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** August 19, 2026 **What do you like best about EngageBay?** For us, the workflow automation is probably the most useful part of EngageBay. We use it to keep track of leads and follow-ups, especially when there are multiple things happening at the same time. For example, we can setup a workflow based on what a contact does and then trigger the next step automatically. It could be sending an email, adding a tag assigning a task or moving the contact to anothr stage. I don't have to keep checking everything manually. I also like that the activity history is there when we need it. If some has already received an emaill or gone through a particular step in a workflow, its easy to check before taking the next action **What do you dislike about EngageBay?** The workflow section takes a little time to get comfortable with. There are quite a few options and when you're creating a more detailed workflow, it can take a few attempts to get the logic right. **What problems is EngageBay solving and how is that benefiting you?** The main thing it solves for us is keeping our follow-up process from becoming too dependent on someone remembering to do everything. Once we have a workflow setup, a lot of routine steps happen automatically. That saves time, but more importantly it makes the proces more consistent. ### 17. EngageBay Keeps Customer Conversations Organized and Easy to Revisit **Rating:** 4.5/5.0 stars **Reviewed by:** Calvin T. | Customer Support Executive, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 18, 2026 **What do you like best about EngageBay?** I use EngageBay to keep track of customer requests and the conversations around them. I find it really useful to have the previous activity available when I need to come back to something after a few days. It gives me enough context to understand what has already been discussed, without having to go through my inbox looking for old messages. **What do you dislike about EngageBay?** There are some parts of the platform that I don’t use very often, and those took me a little longer to understand. I think the navigation could be slightly simpler, especially for someone who is just getting started. **What problems is EngageBay solving and how is that benefiting you?** The main issue EngageBay solved for me was tracking several customer requests at different stages. EngageBay gives me a central place to check conversations, add notes, and see what still needs attention. I spend less time trying to piece together information from different places, which makes it easier to manage my workload and respond to requests on time. ### 18. EngageBay Keeps Customer Conversations Organized and Easy to Track **Rating:** 4.5/5.0 stars **Reviewed by:** Ayanda M. | Customer Support Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 17, 2026 **What do you like best about EngageBay?** I’ve been using EngageBay mainly when I have several customer conversations happening at the same time. Being able to check the latest activity and review earlier discussions helps me quickly understand where each conversation stands. I don’t have to keep separate notes just to remember what was discussed, which is especially helpful on busy days. **What do you dislike about EngageBay?** It took me a little while to get comfortable with the layout. There were some areas I really use, so I had to spend some time figuring out which features were relevant to my work. Once I settled into a routine, it became much easier. **What problems is EngageBay solving and how is that benefiting you?** The biggest benefit of using EngageBay is having better visibility into ongoing customer work. I can quickly check what has happened, add an update, and move on to the next conversation. It has reduced the amount of manual note taking I was doing and makes it much easier to keep track of everything when my workload gets busy. ### 19. EngageBay Makes It Easy to Track Customer Activity and Conversations **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas P. | Customer Success Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 17, 2026 **What do you like best about EngageBay?** I use EngageBay in my regular work to keep track of customer activity and ongoing conversations. I find the activity view particularly useful because I can quickly see what has happened before getting back to someone. It means I don’t have to rely on memory or search through different emails just to understand the background. **What do you dislike about EngageBay?** The platform has a lot going on, so it took me a little while to get comfortable with the layout. Some of the features I don’t use often aren’t immediately obvious, but the parts I use every day are straightforward. **What problems is EngageBay solving and how is that benefiting you?** Engagebay has given me a more consistent way to manage customer information and conversations. I can check the history, add notes, and keep track of what still needs attention all from the same place. This has reduced the amount of manual tracing I was doing, and it makes it easier to manage my workload when several conversations are active at once. ### 20. Quick Customer Context in One Place with EngageBay **Rating:** 4.5/5.0 stars **Reviewed by:** Fabio B. | Client Relationship Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 16, 2026 **What do you like best about EngageBay?** I use EngageBay mainly because it gives me a quick place to check what’s happening with a customer before I respond. I can see recent activity and previous conversations without having to open several different tabs. It’s a small thing, but when I’m dealing with multiple requests during the day, being able to get the context quickly really makes a difference. **What do you dislike about EngageBay?** The interface can feel a little busy when you’re first getting started. I didn’t need every feature available, so it took me some time to figure out which parts were actually useful for my work. **What problems is EngageBay solving and how is that benefiting you?** I was spending too much time going back through emails and notes to piece together what had already happened with a customer. Having that information available in EngageBay has made the process much quicker. Now I can spend less time hunting for context and more time dealing with the actual request, which has made my workflow easier. ### 21. EngageBay Keeps Customer Details and Conversation History Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Helena B. | Customer Success Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 16, 2026 **What do you like best about EngageBay?** I’ve been using EngageBay mainly because it helps me keep track of the smaller details that can easily get missed during a busy day. I can look back at previous conversations, add notes, and see recent activity without having to remember everything myself. I find that especially useful when I come back to a customer after some time and need the background before continuing the conversation. **What do you dislike about EngageBay?** It took me some time to get used to the amount of information available on a contact record. Once I figured out which sections I actually needed, it became much easier to work with. I think the initial experience could be a little simpler. **What problems is EngageBay solving and how is that benefiting you?** Engagebay gives me a dependable history of customer activity, so I don’t have to rely on scattered notes or dig through old messages when I need context. I can quickly review the timeline and continue the conversation without losing track, which makes my daily work easier to handle. ### 22. Clear Customer Activity Tracking That Keeps Busy Days Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Surbhi P. | Recruitment Coordinator, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 15, 2026 **What do you like best about EngageBay?** What I like about Engagebay is that it gives me a clear picture of what’s happening with my customer work without needing to maintain a separate list for everything. I can quickly look at recent activity, check notes, and see what needs attention next. I especially find this useful on busy days when several conversations are happening at the same time. **What do you dislike about EngageBay?** I didn’t use every part of the platform when I first started. Some features felt unnecessary for my day-to-day work, and it took a little experimenting to figure out which ones were actually useful for me. **What problems is EngageBay solving and how is that benefiting you?** The biggest benefit for me is having a better overview of my workload. Instead of keeping track of conversations mentally or making separate notes, I can refer back to EngageBay whenever I need context. It helps me prioritize what needs attention and makes it easier to pick up work right where I left off. ### 23. EngageBay Keeps Contacts and Sales Activity Perfectly Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Fazil M. | Business Development Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 28, 2026 **What do you like best about EngageBay?** I use EngageBay to keep my contacts, sales activity, and follow-ups organized. I like being able to quickly check a contact’s status and review the activity around it before deciding what to do next. Having all of those details in one place makes it easier to plan my day and keep things moving. **What do you dislike about EngageBay?** There are quite a few features to explore, so it took me some time to figure out which ones were most useful for my workflow. I’d prefer a slightly simpler experience when setting up some of the less frequently used options. **What problems is EngageBay solving and how is that benefiting you?** The main benefit for me is having a clearer process for managing leads and follow-ups. I can keep updates with the relevant contact and refer back to them when needed, instead of maintaining separate lists. This helps me prioritize my work and reduces the chance of something being overlooked. ### 24. EngageBay Makes Customer Follow-Ups Effortless with Clear Contact History **Rating:** 4.5/5.0 stars **Reviewed by:** Ethan S. | Customer Relationship Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 13, 2026 **What do you like best about EngageBay?** I’ve been using EngageBay to keep track of customer conversations and the different tasks that come up during the day. I like being able to open a contact and immediately see the previous activity before getting back to them. It saves me from having to search through old emails and makes it much easier to pick up the conversation where I left off. **What do you dislike about EngageBay?** It took me a little time to get familiar with the platform. There are some features I don’t use regularly, and finding my way around those has been a bit of trial and error. That said, the parts I use most often are straightforward now. **What problems is EngageBay solving and how is that benefiting you?** The main thing it has helped with is keeping customer information and ongoing conversations organized. I can easily keep track of what has already been discussed and what still needs attention, without having to maintain separate notes. It has made my daily workflow easier and helps me stay on top of conversations without spending as much time searching for information. ### 25. EngageBay Keeps Customer Info, Communication, and Follow-Ups in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Alex P. | Customer Support Manager, Consumer Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 11, 2026 **What do you like best about EngageBay?** I mainly use EngageBay to keep track of customer information, communication and follow-ups. What I like is having these things in one place instead of having to manage the across different tools. It took me a little time to get familiar with everything, but after using it for a while, I found it fairly easy to work with. The automation features are also useful, especially when I have regular follow-ups to manage **What do you dislike about EngageBay?** Some features and settings took me a bit of time to understand. A few things are not immediately obvious when you first start using the platform, so I had to spend some time figuring them out. Apart from that, I haven't had any major issues. **What problems is EngageBay solving and how is that benefiting you?** It helps me keep customer details and follow-ups organized. Earlier, it was easier for things to get scattered across different places. Having everything is one system makes it easier for me to see what has been done, what needs attention and which customers I need to follow up with. Overall, I find EngageBay useful for my day-to-day work. It has quite a few features, but once I got used to the platform, it became much easier to manage my customer related work. ### 26. EngageBy Makes Tracking Customer Activity and Communication Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Jackie M. | Customer Success Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 10, 2026 **What do you like best about EngageBay?** I use EngageBy as part of my regular work, mainly to keep track of customer activity and ongoing communication. I like being able to see a contact’s history without having to dig through emails or notes. It gives me a better idea of what has already been discussed and what I need to take care of next. **What do you dislike about EngageBay?** It took me a little while to get used to the layout because there are quite a few features available. Some of the less frequently used options aren’t immediately obvious, but the features I use regularly are easy enough to work with. **What problems is EngageBay solving and how is that benefiting you?** EngageBay has made it much easier for me to keep track of everything going on with customers. I can check past conversations, add notes, and see what still needs to be handled without keeping separate records. It saves me time during the day and makes it less likely that I’ll overlook something important. ### 27. EngageBay Keeps Customer Conversations and Tasks Organized in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Theresa M. | Customer Success Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 10, 2026 **What do you like best about EngageBay?** I use EngageBay as part of my daily work to keep track of customer conversations and the tasks that come with them. I like being able to see previous interactions without having to search through old emails. Having all the information together makes it easier for me to pick up a conversation where I left off and keep things moving. **What do you dislike about EngageBay?** It took me a little time to get familiar with the different sections. There are quite a few options available, and some of them aren’t immediately obvious when you’re new to the platform. Once I got used to it, though, this wasn’t much of an issue. **What problems is EngageBay solving and how is that benefiting you?** EngageBay gives me one place to check history, add notes, and keep track of what still needs attention. I spend less time looking for information now, and it’s easier for me to stay on top of my workload. ### 28. Drag-and-Drop Deals Pipeline and Scoring That Keep Opportunities on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Thorbjoern G. | Sales Consultant, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 24, 2026 **What do you like best about EngageBay?** The deals pipeline is probably the feature I use the most. I manage multiple opportunities at the same time, so being able to drag a deal from one milestone to another is simple but really helpful. It gives me a quick picture of where every opportunity stands without opening multiple screens. I also like the deal scoring feature. I assign scores based on how qualified a prospect is, which helps us focus on the opportunities that deserve attention first instead of treating every deal the same. Adding notes, follow-up tasks, and reminders inside the deal record keeps everything together, so I don't have to search through emaisl or separate documents. The interface ie easy to get comfortable with after a few days, and the pipeline view has become part of my daily routine. **What do you dislike about EngageBay?** The initial setup look a little time, especially while deciding how to structure our pipeline stages and scoring rules. A few advanced settings were not immediately obvious, so I spent some time exploring before everything matched our workflow. Once configured, though I haven't had many issues. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, it was easy for deals to stay in the same stage longer than they should because there wasn't a clear process. Now everything opportunity has a defined stage, score, owner and next action. It has made follow-ups more consistent and gives us better visibility into the sales pipeline. I spend less time tracking where deals are and more time actually moving them forward. ### 29. Streamlined Contact Management and Landing Pages That Keep Workflows Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Srishti K. | Marketing Analyst, Education Management, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 23, 2026 **What do you like best about EngageBay?** The contact management feature have made it much easier to keep track of enquiries without everything becoming messy. I like that I can add notes, update contact details, and always have the latest information in one place. I also use both static and smart lists quite a bit. Static lists are useful when we want to reach a specific group, while smart lists automatically keep contacts organized based on the conditions I set, which saves time. The landing page builder has also been a good addition. I use it for enquiry forms and campaign pages, and it is simple enough that I don't need technical help every time I want to make changes. The integration between landing pages, contacts and lists keep the workflow straightforward. **What do you dislike about EngageBay?** The landing page editor can sometimes feel a little slow when making layout changes, and I would like to see more ready-made templates with greater flexibility. Apart from that I haven't run into anything that has has a significant impact on my daily work. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, it ws easy to lose track of enquiries because information was spread across different places. Now everything comes into a single contact database, making follow-ups much more organized. Smart lists automatically segment contacts based on our rules, while static lists help me prepare one-off campaing without affecting our regular audience. Having landing pages connected directly to contact management has reduced manual work and made it easier to respond to enquiries on time. Overall, it has helped me stay more organized and spend less time managing data manually. ### 30. Easy Email Scheduling and a User-Friendly Landing Page Builder **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy C. | Account Manager, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 22, 2026 **What do you like best about EngageBay?** For me, the email broadcast feature has been the most useful. I don't send campaigns every day, so I appreciate that I can come back after a few weeks and still know exactly where everything is. Scheduling emails is simple, and I've never had to spend much time figuring things out. I also use the landing page builder quite often for campaign pages. It's easy enough that I can make edits myself instead of asking someone else every time. **What do you dislike about EngageBay?** The landing page editor can be a little show when I'm moving things around or making several edits in one go. I also wish there were a few more layout options out of the box, but it's not something that has affected our day-to-day work. **What problems is EngageBay solving and how is that benefiting you?** Before this, I was using seperate tools for email campaigns and landing pages which made even small changes take longer than they should. Having both in one place has made our campaign easier to manage. I spend less time switching between tools, and it's easier to keep everything organized when a campaing is live. ### 31. EngageBay Keeps Customer Info Organized with Easy Campaigns and Helpful Support **Rating:** 4.5/5.0 stars **Reviewed by:** Borna R. | Marketing Manager, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 22, 2026 **What do you like best about EngageBay?** I have been using EngageBay for quite sometime and the biggest difference it's made for me is keeping all my customer information in one place. i don't have to search through old emails or notes any more because the 360-degree contact view usually has everything I need before I reach out to someone. I also use contact management features every day. Keeping contacts organized, adding notes, and creating different lists has been simple, even as my contact database has grown. Another feature I use often is email broadcasts. I send customer updates and follow-up emails regularly and creating a campaign is straight forward . Once everything is setup, it doesn't require much effort to send it out. The support team has also been a postive experience. On the few occassions I needed help, I received clear answers without having to go back and forth multiple times. **What do you dislike about EngageBay?** There isn't anything major that bothers me. Every now and then I spend a little extra time finding a setting that I don't use very often, and I'd like a few more options for customizing email templates. Other than that, my overall experience has been smooth **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I was keeping customer information in different places, which made follow-ups easy to miss. Now everything is available in one place, so I can quickly understand where a conversation left off before contacting someone again. The email broadcast feature has also made it much easier to say in touch with customers without doing everything manually. Overall, it's helped me stay organized, save time and keep customer communication more consistent. ### 32. Engagebay Keeps Sales and Recruitment Follow-Ups Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Fazel J. | Recruitment Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 29, 2026 **What do you like best about EngageBay?** I find Engagebay useful for keeping my daily sales and recruitment-related activities organized. I can update contact information, add notes after an interaction, and check previous activity when I need to follow up. Having that context available makes it easier to continue the conversation without having to search through old messages. **What do you dislike about EngageBay?** There are quite a few features within the platform, and it took me some time to figure out which ones best fit my regular workflow. Once I became familiar with the sections I use most, it felt much easier to navigate. **What problems is EngageBay solving and how is that benefiting you?** Managing multiple leads and follow-ups manually can become difficult. EngageBay gives me a central place to keep track of interactions and pending activities. It helps me stay organized, prioritize what needs attention, and spend less time maintaining separate records. ### 33. EngageBay Makes Broadcasts and Email Templates Fast and Consistent **Rating:** 4.5/5.0 stars **Reviewed by:** Geetam P. | CRM Administrator, Education Management, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 21, 2026 **What do you like best about EngageBay?** I have been using EngageBay for our team for a while now, and the features I use the most are Broadcasts and Email Templates. I send regular updates announcements, reminders and follow-up emails, so having everything in one place has made the process much easier. The email templates have been especially useful because I no longer have to write the same messges repeatedly. I created templates for common conversations and simply make small changes whenever needed. It keeps my communication consistent and saves a lot of time during busy days. I also like that creating and sending broadcasts is straightforward. Segmenting contacts before sending emails is simple, which helps me avoid sending the wrong message to the wrong audience. **What do you dislike about EngageBay?** The platform offers quite a few features, so it felt a little overwhelming during the first few days. I had to spend sometime exploring the interface before I become comfortable with it. Once I got used to it, though, finding what I needed became much easier. I would also like to see a few more modern email template designs. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, a lot of our communication was handled manually, and it was easy to miss follow-ups or spend too much time sending similar emails. Now I have reusable templates, organized contact lists, and an easy way to send broadcasts whenever there's an update. The biggest improvement for me has been consistency. Communication is more organized, follow-ups happen on time, and I spend much less time on repetitive tasks. It has become a tool that I use almost every day without having to think much about it. ### 34. EngageBay Makes Customer Communication and Contact History Easy to Manage **Rating:** 4.5/5.0 stars **Reviewed by:** Raiana K. | Customer Success Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 13, 2026 **What do you like best about EngageBay?** I use EngageBay to handle customer communication and track tasks that need attention. I like that I can view a contact’s full history without digging through emails or separate documents. It’s easy to review past conversations, add notes, and continue with my work quickly. **What do you dislike about EngageBay?** There are more features than I need for my day-to-day work, so it took me some time to figure out which areas were the most useful for me. A few of the less-used settings could also be easier to find and navigate. **What problems is EngageBay solving and how is that benefiting you?** It gives me one place to keep track of customer conversations and ongoing tasks. I don’t have to maintain separate notes just to remember what happened in a previous conversation. Having that information readily available saves me time and makes it easier to stay organized when I’m handling several things at once. ### 35. EngageBay Streamlined Our Sales Pipeline with Smart Lead Scoring and Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Omega W. | Business Development Manager, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 20, 2026 **What do you like best about EngageBay?** What I like most about EngageBay is how much easier it has made managing my sales pipeline. Before using it, I was juggling leads between spreadsheets and emails, and it was easy to miss follow-ups. Now everything is in one place, so I always know where a lead stands. The lead scoring feature has been one of the most useful parts for me. It helps me quickly identify which prospects are more engaged, so I can spend my time on the leads that are actually worth following up with first. I also use the sales automation features to automatically assign leads, create follow-ups tasks, and send reminders. These are simple automations, but they've saved me a lot of manual work and helped me stay consistent. The interface is clean and easy to navigate, so I didn't have to spend much time figuring things out. **What do you dislike about EngageBay?** Overall, my experience has been positive. If I had to point out one area of improvement, I'd say the reporting section could offer a few more customization options. The standard reports are useful but sometimes, I want to create more specific sales reports without spending extra time filtering the data. Some of the advanced automation settings also take a little exploring before you find exactly what you need. **What problems is EngageBay solving and how is that benefiting you?** My biggest challenge was keeping track of leads and making sure no follow-up was missed. As leads started coming in from different channels, it become harder to stay organized, and I found myself checking multiple places just to see the latest conversation. EngageBay brought everything together in one system. I can see the complete history of every lead, prioritize them using lead scoring, and let automations handle repetitive tasks like lead assignment and follow-up reminders. Because of that, I spend less time managing data and more time actually speaking with prospects. The biggest benefit for me has been having a much more organized sales process. I don't have to rely on memory anymore, and I feel much more confident that every lead gets the attention it should. ### 36. EngageBay’s 360-Degree Contact View and Workflow Automation Keep Me Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Seth W. | Regional Sales Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 19, 2026 **What do you like best about EngageBay?** I have been using EngageBay for a while now to manage leads, customer communication and follow-ups. The two features I rely on the most are the workflow automation and the 360-degree contact view. They've made my daily work much more organized. The 360-degree contact view is probably the feature I open most often. Before I call or email a customer, I can quickly see previous conversations, notes, tasks, deals, email activity and reminders in one place. I don't have to switch between different screens or try to remember what happend last. Having everything together makes customer conversations much smoother. Workflow automation has also been a big help. I use it to assign new leads, send follow-ups emails, create tasks, and update deal stages automatically. **What do you dislike about EngageBay?** I'd like to see more flexibility in the workflow builder for advanced automation scenarios. A small improvement in loading speed for contacts with large activity history would also make the experience even better. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I spent a lot of time tracking follow-ups manually and searcing through emails to understand previous conversations. Now most routine tasks are automated, and I have the complete customer history in one place. That has reduced manual work, helped me respond faster, and made it easier to manage leads without missing important follow-ups. ### 37. Simple CRM that helps me stay on top of my sales pipeline **Rating:** 4.5/5.0 stars **Reviewed by:** Nathanael F. | Sales Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 18, 2026 **What do you like best about EngageBay?** I've been using EngageBay for my business, and it has become the place where I manage almost all of my leads. The deal pipeline is probably the feature I use the most. Whenever I finish a call or get a reply to an email. I usually move the deal to the next stage straight away. It keeps me organized and I always know who needs a follow-up. I also like how everything about a contact is available in one place. Before speaking to someone, I can quickly check previous emails, notes and activities instead of searching through my inbox. That has made my follow-ups much more consistent because I don't have to rely on memory. The email tracking has been useful as well. I don't base every decision on opens or clicks, but it's helpful to know whether someone has seen my email before I reach out again. **What do you dislike about EngageBay?** The initial setup took me a little time. I wanted my pipeline to match the way I work, so I spent a couple of days adjusting stages and exploring different settings. After that, I didn't have to make any changes. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I was managing leads with spreadsheets and email folders. It worked at first, but once the number of enquiries started growing, I found myself forgetting follow-ups or checking multiple places to see the latest conversation. Now I have one place for my contacts, emails, and deals. I can see exactly where every opportunity stands, move deals as conversations progress and pickup where I left off without wasting time. For me, the biggest benefit has been stayig organized rather than trying to remember everythig myself. ### 38. Contact Management That Keeps Everything Organized and Easy to Find **Rating:** 4.5/5.0 stars **Reviewed by:** Veebhor S. | Account Manager, Consulting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 17, 2026 **What do you like best about EngageBay?** The features I use most is contact management. I have customers, suppliers, and new inquiries coming in regularly, so having everything in one place has made our day -to- day work much easier. I use lists to organize contacts based on different requirements, and being able to add notes after calls helps us keep track of conversations without relying on separate documents. Searching for a contact or checking previous interactions is quick, which has saved me a lot of time. **What do you dislike about EngageBay?** The filtering options cover most of what we need, although creating more detailed segments can sometimes take a few extra clicks. It would be nice if complex filters were a little more intuitive. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, my contact information was spread across different files, and it wasn't always easy to know who had been contacted or when. Keeping contacts , notes and lists in one place has helped us stay organized and made follow-ups more consistent. Overall, it has simplified how I manage our customer information. ### 39. EngageBay Keeps Customer Conversations Organized and Consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Lilian B. | Customer Support Coordinator, Facilities Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 14, 2026 **What do you like best about EngageBay?** I’ve been using EngageBay for a while, and what stands out to me is how much easier it’s become to keep everything organized. I like being able to look back at previous conversations and notes before reaching out to a customer. It saves me from starting from scratch every time and helps me stay consistent throughout the day. I also don’t find myself switching between different tools as much as I used to. **What do you dislike about EngageBay?** The platform offers a lot of features, and I didn’t need all of them when I first started. It took a little time to figure out which ones fit my daily work, but once I got comfortable with it, the experience became much smoother. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I often had information spread across emails and separate notes, which wasn’t always easy to manage. Now I have a much better overview of customer interactions, and it’s far easier to know where things stand. I spend less time looking for information and more time responding to customers, which has made my workday feel much more organized. ### 40. EngageBay Keeps My Work Structured and Organized Every Day **Rating:** 4.5/5.0 stars **Reviewed by:** Jackie M. | Recruitment Consultant, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 13, 2026 **What do you like best about EngageBay?** I use EngageBay almost every day, and one thing I’ve noticed is that it’s made my work feel much more structured. Instead of keeping reminders in different places, I can open the platform and get a clear picture of what I need to work on. I also like that I can add notes as conversations progress, so I don’t have to rely on my memory later. **What do you dislike about EngageBay?** There are a few features I haven’t fully explored because I mainly stick to the tools I need every day. It would be nice if there were a simpler way to discover those features without spending too much time looking around. **What problems is EngageBay solving and how is that benefiting you?** Before I started using EngageBay, my work was spread across emails, sticky notes, and spreadsheets. It wasn’t difficult, but I wasn’t very efficient either. Now I have a single place to check updates, review previous conversations, and keep track of what still needs attention. I spend less time organizing my work and more time actually getting things done. ### 41. EngageBay Keeps Customer Conversations and Follow-Ups Organized in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Tonia E. | Customer Success Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 23, 2026 **What do you like best about EngageBay?** I have been using EngageBay as part of my daily work, and it has made it much easier to stay organized. I like that I can keep customer details, emails, and follow-up reminders all in one place instead of juggling different tools. It helps me quickly understand where each conversation stands before I reach out to a customer. **What do you dislike about EngageBay?** There are a few areas that could be a bit more intuitive, especially when I’m trying to find less frequently used settings. It wasn’t a major issue, but it did take some time before I felt comfortable using all the features. **What problems is EngageBay solving and how is that benefiting you?** EngagaBay has helped me keep all my customer-related work in one place. I can easily check previous conversations, update contact information, and manage follow-up tasks without switching between different applications. It has made my daily routine more organized and has saved me a lot of time. ### 42. EngageBay Keeps Customer Info Organized and Saves Me Time Daily **Rating:** 4.5/5.0 stars **Reviewed by:** Muhammad S. | Customer Relationship Executive, Facilities Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 12, 2026 **What do you like best about EngageBay?** I use EngageBay to keep customer information organized throughout the day. Before contacting someone, I can quickly review previous emails and notes, which helps me continue the conversation without missing any context. It has become part of my daily workflow because it saves me time and makes it easier to find the information I need without having to search through different places. **What do you dislike about EngageBay?** There are quite a few features available, so it took me some time to understand which ones were most useful for my work. Once I became familiar with the platform, it was much easier to navigate, but the initial learning curve could be a little smoother. **What problems is EngageBay solving and how is that benefiting you?** The biggest improvement for me has been having customer information in one place. Instead of searching through different emails or personal notes, I can quickly check previous interactions and know where things stand before reaching out. It has made my day-to-day work more organized and helped me avoid spending unnecessary time looking for information. ### 43. EngageBay Keeps Customer Info Organized in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Danni H. | Customer Success Executive, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 11, 2026 **What do you like best about EngageBay?** I have been using EngageBay for a while now, and what I like most is how easy it is to keep everything related to a customer in one place. I don’t have to remember where I saved notes or search through different email folders anymore. It has made my daily work feel much more organized, especially on days when I’m handling multiple conversations. **What do you dislike about EngageBay?** The first few days took a bit of getting used to because there are quite a few options available. Once I became familiar with the layout, it felt much more comfortable overall, but I still think the navigation could be a little simpler for new users. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I often relied on email folders and handwritten notes to keep track of conversations. It worked, but it wasn’t very efficient. Now I can quickly review previous interactions and continue from where I left off without spending time searching for information. It has made my day-to-day work smoother and helped me stay on top of ongoing conversations. ### 44. Engagebay Keeps Customer Info and Conversations in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Nicholas M. | Talent Acquisition Specialist, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 11, 2026 **What do you like best about EngageBay?** I have been using Engagebay for several months now, and it has become part of my daily routine. What I like most is that I don’t have to keep jumping between different tools to check customer information or previous conversations. Everything I need is usually available in one place, which saves me time during a busy day. **What do you dislike about EngageBay?** When I first started, I wasn’t sure where a few settings were, so there was a bit of a learning curve. After using it regularly, it became much easier to find what I needed, but I still think the navigation could be a little more intuitive for new users. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, I often had to dig through emails and personal notes just to remember my last conversation with someone. Now I can quickly review the history and pick up right where I left off. It’s made my work much more organized, and I don’t feel like I’m constantly searching for information anymore. ### 45. EngageBay Makes Customer Follow-Ups Faster with Email History and Notes **Rating:** 4.5/5.0 stars **Reviewed by:** Courtney H. | Customer Service Representative, Environmental Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 09, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about EngageBay?** I have been using EngageBay, and I really appreciate that customer details, emails, and notes are all kept in one place. It has made it much easier to pick up where I left off whenever a customer gets back to me. I don’t spend nearly as much time digging through old email threads anymore, and that has made my day-to-day work feel a lot more organized. **What do you dislike about EngageBay?** When I first started using it, I needed a little time to understand where everything was. A few options weren’t immediately obvious, but after using it regularly, navigating the platform became much easier. **What problems is EngageBay solving and how is that benefiting you?** Before I started using EngageBay, I relied on emails and personal notes to keep track of customer conversations, and it wasn’t always easy to stay organized. Now I can quickly review previous interactions before responding, which saves time and helps me avoid missing important details. Overall, it has made handling customer requests much more manageable. ### 46. EngageBay Keeps Customer Conversations Organized and Easy to Review **Rating:** 4.5/5.0 stars **Reviewed by:** Levi C. | Client Relationship Executive, Facilities Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 10, 2026 **What do you like best about EngageBay?** I’ve been using EngageBay to manage customer details and keep track of ongoing conversations. One thing I really like is that I can quickly review previous interactions before following up, so I don’t have to rely on memory or dig through old emails. Overall, it’s made my daily routine much more organized. **What do you dislike about EngageBay?** There are quite a few features available, so it took me a little while to understand where everything was. After using it for some time, it became easier, but the first few days involved a bit of learning and getting used to the layout. **What problems is EngageBay solving and how is that benefiting you?** Before I started using EngageBay, I often had customer information spread across emails and personal notes. Now I can keep everything in one place, which makes it much easier to follow up at the right time and keep conversations consistent. I spend less time searching for information and more time actually getting work done. ### 47. EngageBay Sequences Make Lead Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Sukruti S. | Digital Marketing Manager, Information Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 09, 2026 **What do you like best about EngageBay?** I use EngageBay mainly to manage my lead follow-ups, and the sequence emails have probably been the most useful feature for me. Before this, I was sending follow-up emails manually and If I had a busy week, it was easy to miss someone. I started with one simple sequence for website inquiries, and after seeing it work well, I created a few more drip campaigns for different types of leads. I also like that I can check a contact's email activity without leaving the CRM. Before I call or send another email, I can quickly see whether they've opened my previous emails or replied. It saves me from guessing where the conversation left off. The sequence builder was easy enough to pickup, and I didn't need much time before I was comfortable using it. **What do you dislike about EngageBay?** As I added more automations and sequences, it became a little harder to find the one I wanted to update. Better filtering or folder options would make managing multiple sequences easier. Apart from that, it has been reliable for my day-to-day work. **What problems is EngageBay solving and how is that benefiting you?** My biggest challenge was keeping my follow-ups consistent. I used to rely on reminders and spreadsheets, and every now and then I'd realize I'd forgetten to follow up with someone. Now every lead automatically goes into the right drip campaign, so I don't have to think about who needs the next email. It has made my follow-up process much more consistent and gives me more time to focus on replying to people who are genuinely interested instead of keeping track of manual tasks. ### 48. EngageBay Makes Email Campaigns and Broadcasts Simple and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Mary C. | Marketing Manager, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 08, 2026 **What do you like best about EngageBay?** I mainly use EngageBay for email broadcasts and marketing campaigns, and it has made the whole process much easier. Creating email campaigns, segmenting contacts and scheduling broadcasts are all straightforward. The drag and drop email builder is easy to use, and I like that I can quickly make changes without needing technical help. The campaign analytics are also useful for tracking opens, clicks and overall engagement. **What do you dislike about EngageBay?** The email editor can occassionally feel a bit slow when working on longer emails, and I'd like to see a few more modern templates. Other than that, I haven't faced any major issues. **What problems is EngageBay solving and how is that benefiting you?** Before using EngageBay, managing email campaigns and keeping track of different contacts lists took more time than it should have. Now everything is in one place, which makes it easier to plan campaigns, send targeted email broadcasts, and review campaign performance. It has helped us stay consistent with our email marketing while saving time on repetitve rasks. ### 49. EngageBay Keeps Customer Info and Follow-Ups Organized in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Gunhild J. | Customer Success Specialist, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 24, 2026 **What do you like best about EngageBay?** I like that EngageBay brings customer information, email conversations, and follow-up tasks together in one place. It makes it easy to keep track of ongoing interactions and stay organized throughout the day. The interface is straightforward, and I can quickly find the information I need without spending much time searching. **What do you dislike about EngageBay?** Some of the more advanced features have a bit of a learning curve, and it took me a little time to understand how everything works. Once I became familiar with the platform, though, it was much easier to use. **What problems is EngageBay solving and how is that benefiting you?** EngageBay helps me organize customer communication and manage follow-up activities more efficiently. Instead of relying on multiple tools or manual notes, I can keep everything in one system. This has improved my workflow, helped me stay on top of important tasks, and made it easier to provide timely responses. ### 50. Customer Details and Interaction History Always at My Fingertips **Rating:** 4.5/5.0 stars **Reviewed by:** Bindhu P. | Customer Relationship Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 26, 2026 **What do you like best about EngageBay?** What I find most useful is having customer details and previous interactions available whenever I need them. I can make updates while I’m working, then come back to the same information later without having to start from scratch. It’s become a convenient part of my routine. **What do you dislike about EngageBay?** Some features took me a little time to understand, especially the ones I don’t use regularly. Once I became familiar with the platform, this was much less of an issue. **What problems is EngageBay solving and how is that benefiting you?** It helps me avoid keeping customer information across different places. I can refer back to earlier activity, make updates, and keep track of pending work from one system. This makes my routine more organized and saves me time when I need to find information quickly. ## EngageBay Discussions - [Simple and powerful All-in-One CRM](https://www.g2.com/discussions/simple-and-powerful-all-in-one-crm) - 1 comment, 1 upvote - [Do you consider the integration with SendGrid and Apollo?](https://www.g2.com/discussions/do-you-consider-the-integration-with-sendgrid-and-apollo) - 2 comments, 1 upvote - [View EngageBay pricing details and edition comparison](https://www.g2.com/products/engagebay/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-01+12%3A38%3A40+-0500&secure%5Bsession_id%5D=a541e585-a1dd-44f3-8b75-eb944dbe55ef&secure%5Btoken%5D=18b02acc3996c0c0eb01c7aa6da8b38debf91a9754496fb0405911f569e35a52&format=llm_user) ## EngageBay Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Knowledge Pages** - Templates - In-Content Feedback - Versioning and Version History - Decision Trees - Duplicate Detection - Content Editor - WYSIWYG Editor - Rich Text Editor - Drag & Drop Editor - Customizable Templates - Surveys & Feedback - Pre-built Templates **Page Customization** - Drag and Drop - Templates - Advanced Customization - Content Library - Email Templates **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Computing** - WYSIWYG - AI/Machine Learning - Little to No Coding - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech - Generative AI **Agentic AI - Lead Scoring** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Social Media Integration - Third-Party Integrations **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Attribution** - Lead Opportunity - Lead Assignment - Pipeline Acceleration **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing - Real-Time Notifications - Real-time Consumer-facing Chat **Knowledge Base** - Q & A - Link Sharing - Searchable **Analytics** - Open Rates - Link Activity - Attachment Activity **Knowledge Dissemination** - Page Analytics - Permissions - Knowledge Sharing - Notifications - Advanced Search - Browser Extension - Organization - Other Integrations - Knowledge Integrations - Full Text Search - Web Notifications - Alerts/Notifications - Website Integration - Social Media Integration - Reporting/Analytics **Page Optimization** - A/B Testing - Mobile Responsive - Web Analytics - SEO - Real-Time Analytics - Campaign Analytics - Reporting/Analytics **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Experimental Design** - Multivariate testing capacities - Split Testing - Mobile Testing - AI Assisted Testing - AI Generated Variations - Multivariate Testing **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Discovery** - Lead Management - Scoring/Ranking - Lead Context - Pipeline Management - Workflow Management - Opportunity Management - Task Management - Contact Management - Calendar Management - Email Management - Campaign Management ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Security** - Verification - Role-Based Permission - Public vs Private **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Integrations** - E-Commerce Integration - Third-Party Integrations - Domain Integration - Social Media Integration - Multi-Channel Marketing **Analytics** - Reporting and Analytics - Heatmaps - Visual Analytics **Generative AI** - AI Text Generation - Generative AI **Agentic AI - Knowledge Base** - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Multi-Language **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Alerts/Notifications - Surveys & Feedback - Mobile Access - Customizable Templates - Workflow Management - Customizable Reports - Visual Editor - Conversion Rate Optimization - Access Controls/Permissions - Campaign Segmentation - Widgets - Activity Dashboard - Funnel Analysis - Drag & Drop - API - Content Management - Behavior Tracking - Landing Pages/Web Forms - Engagement Tracking - Geotargeting - AI Copilot - Monitoring - Conversion Tracking - Customizable Branding - Real-Time Data - Assessment Management - Search/Filter - Data Visualization - Statistical Analysis **Additional Functionality** - Real-Time Analytics - Email Management - API - Single Sign On - Search/Filter - Collaboration Tools - Third-Party Integrations - Activity Dashboard - Canned Responses - Surveys & Feedback - Reporting/Analytics - Transfers/Routing - Geotargeting - Interaction Tracking - CRM - Transcripts/Chat History - Document Storage - Screen Sharing - Contact Management - Autoresponders - Multi-Channel Communication - Mobile Access - AI Copilot - Offline Form - Real-Time Monitoring - Support Ticket Management - File Sharing **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - API - Customizable Branding - SEO Management - Real-Time Reporting - Generative AI - Self Service Portal - Widgets - Mobile Interface - Catalog Management - Online Forums - Email Alerts - Collaboration Tools - Mobile Alerts - Dashboard - Feedback Management - Document Storage - User Management - Live Chat - Chatbot - Knowledge Management - Wiki - Text Editing - SSL Security - Customizable Reports - Customizable Fields - Data Import/Export - Single Sign On - Content Management - Workflow Management - Knowledge Base Management - Activity Tracking - Discussions/Forums - Activity Dashboard - Calendar Management - Communication Management - Document Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Management** - Conversion Viability - Workflow **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - A/B Testing** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Audience Targeting - Third-Party Integrations **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Platform** - Data Synchronization - Analysis - Sales Trend Analysis - Demographic/Firmographic Data - Real-Time Data **Communication** - Social Features - Tagging - Upload - Comments **Agentic AI - Landing Page Builders** - Cross-system Integration **Additional Functionality** - Drag & Drop - Interaction Tracking - Customizable Fields - Multiple Scoring Models - CRM - Customer Segmentation - Predictive Analytics - Prioritization - Lead Qualification - Contact Database - Reporting & Statistics - Alerts/Notifications - Email Marketing - Lead Nurturing - Web Forms - Document Storage - Search/Filter - Prospecting Tools - Email Tracking - Sales Forecasting - Customizable Templates - Lead Generation - Sales Reports - Lead Distribution - Data Enrichment - AI Copilot - API - Real-Time Notifications - Lead Capture - Reminders - Generative AI - Forecasting - Email Templates - Activity Dashboard - Activity Tracking - Workflow Automation **Additional Functionality** - Campaign Segmentation - Form Builder - Contact Management - Website Management - API - Drip Campaigns - Email Marketing - Event Triggered Actions - Website Publishing Options - Engagement Tracking - Email Management - Customizable Branding - Template Management - Conversion Rate Optimization - Alerts/Notifications - Customizable Forms - SEO Management - Real Time Editing - Conversion Tracking - Campaign Management - Forms Management - Widgets - Lead Management - Customizable Fields - Activity Dashboard - Autoresponders - WYSIWYG Editor - CRM - Activity Tracking - Design Management - Content Management - Responsive Web Design - Reporting & Statistics - Lead Capture - AI Copilot - Customer Segmentation - Web Forms **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top EngageBay Alternatives - [Agile CRM](https://www.g2.com/products/agile-crm/reviews) - 4.0/5.0 (364 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,253 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,200 reviews)