EngageBay All-in-One Suite Reviews & Product Details

Honestly, what I appreciate most about EngageBay is how it helps us stay organized with our outreach and automates some of our key financial communications. I really like how smoothly the CRM and email features work together it keeps our sales and finance teams on the same page without juggling multiple tools. Those automation workflows are a huge time-saver, helping us cut down hours of work each week. Review collected by and hosted on G2.com.

On the flip side, I wish the reporting section offered more customization options, especially for finance specific data. Still, it gives us a pretty solid overview that helps us make quick decisions. Review collected by and hosted on G2.com.

EngageBay has become the backbone of our academy's marketing efforts. What I appreciate most is how everything like email campaigns, landing pages, automations and student lead management sits in one clean, easy to understand platform. The drag and drop email builder is incredibly intuitive, and the automation workflows, let us nurture prospective students without manually following up every time. Review collected by and hosted on G2.com.

Nothing major. Some templates feel a bit limited but their support team always guide us with tweaks. Review collected by and hosted on G2.com.

I have been using EngageBay for a couple of years now and what I really appreciate is how seamlessly it combines CRM, marketing automation and support tools in one platform. Their customer support is excellent always quick to respond, genuinely helpful and open to feedback. Review collected by and hosted on G2.com.

There's not much to complain about, but I would say the reporting section could be a bit more flexible as it lacks customized reports and also the the mobile app needs improvement. Review collected by and hosted on G2.com.

As fast growing SaaS start up founded in 2020 , we needed a platform that could scale with our client base and internal workflows, EngageBay CRM and email automation have been essential in helping us stay organized and responsive . I especially appreciate how easy it is to segment users and launch targeted onboarding campaigns. The email builder is intuitive , and the automation workflows save us hours each week. Review collected by and hosted on G2.com.

The social media scheduling tool work well, but I'd love to see more advanced analytics especially engagement tracking across platforms. Review collected by and hosted on G2.com.

I recently started using EngageBay and honestly I didn't expect it to be this good. The interface is clean and easy to navigate. I was able to setup my CRM and email campaigns with in a couple of hours without any prior training Review collected by and hosted on G2.com.

So far, nothing major. Some advanced features take a bit of time to explore but that's expected with any platform. I would say a few more quick tutorials in side the dashboard would make onboarding even smoother. Review collected by and hosted on G2.com.

I find the automation, email campaigns, and CRM features of EngageBay All-in-One Suite to work smoothly, which greatly enhances my efficiency. I love that EngageBay makes it easier to track customers, send campaigns, and automate tasks, saving me a significant amount of time. The automation feature is particularly impressive as it seamlessly connects with email campaigns and lead management, integrating everything perfectly. This seamless connection is valuable to me because it keeps my email, contacts, and workflows in sync, eliminating the need to manage data in multiple locations. Additionally, I appreciate that the initial setup was very easy due to the straightforward interface, which allowed me to get everything running quickly. Review collected by and hosted on G2.com.

I find that some advanced features take a bit of time to learn. Additionally, the mobile app could be more polished. Review collected by and hosted on G2.com.

As someone new to using CRM's, EngageBay has been surprisingly easy to learn and navigate. The interface is clean and simple, and I was able to setup my contacts, emails and automation without any technical help. For our IT training business, tracking student inquires, follow-ups and course enrollments has become much more easier and organized. Review collected by and hosted on G2.com.

There's a slight learning curve when setting up advanced automation but the support team is always there to help. Review collected by and hosted on G2.com.

I’ve been using EngageBay for a year, mainly to manage leads, send emails, and run basic automations for my small business. What I really like is that it keeps everything in one place without feeling complicated. The automation builder helps me stay consistent with follow-ups, and the CRM has been dependable for tracking conversations. Support has also been quite responsive whenever I had questions.

One small thing I’d love is more modern email templates, but that’s minor. Overall, it has genuinely helped me stay organised and save time. Review collected by and hosted on G2.com.

The UI needs to be updated, it feels old for 2025, and updated email template editor, the current one have very limited options Review collected by and hosted on G2.com.

I’ve been using EngageBay All-in-One Suite to manage leads, send emails, and run basic automations, and I've found it extremely helpful for my small business. I love that it keeps everything in one place without feeling complicated, which helps me stay organized and efficient. The automation builder is a real time-saver, allowing me to stay consistent with follow-ups and reminders automatically, eliminating the need to track everything manually. Additionally, the CRM is dependable for tracking all my customer conversations, notes, and tasks in one place, ensuring that I don’t miss any important updates. This feature has particularly stood out when I have multiple leads at once, as it keeps everything organized and allows me to respond faster without losing track. I appreciate the responsiveness of the support team whenever I have questions or need assistance. The platform's affordability is also a significant benefit, making it a smart choice for small businesses. Transitioning from a mix of separate apps to EngageBay was seamless, and it consolidated all the necessary features, proving to be a better fit for my team's needs. Moreover, the initial setup was straightforward, with a simple interface, enabling me to get everything up and running quickly. Although I would like to see more modern email templates, this is a minor issue, and overall, EngageBay has genuinely helped me save time and focus more on actual business tasks instead of administrative work. Review collected by and hosted on G2.com.

I feel that EngageBay All-in-One Suite could benefit from more modern email templates. Additionally, the overall speed of the platform sometimes takes a moment to load pages or switch between sections, and a smoother experience would enhance the usability. However, these are minor issues, and most features work well for my needs. Review collected by and hosted on G2.com.

EngageBay has been a game-changer for our staffing and recruiting team. I love how easy it is to manage candidates, clients and deals all in one platform. The pipeline view gives us a clear picture of where each client or candidate stands, and the automation workflows make follow-ups effortless. Review collected by and hosted on G2.com.

The mobile app is good for quick updates, but we'd love to see more detailed access to candidates notes and analytics Review collected by and hosted on G2.com.