MM
Michael M.
Account Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Client Communication and Leads Perfectly Organized"
4.5/5
What do you like best about EngageBay?

I’ve been using EngageBay to manage client communication and keep track of leads. What I find useful is how it keeps all interactions organized, so it’s easy to stay updated without relying on multiple tools. I can quickly review past conversations and manage follow-ups as part of my daily routine. Overall, it fits well into my regular workflow without adding extra complexity. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are times when certain options aren’t immediately visible, so it can take a bit of time to locate a specific feature. It’s not difficult, but it does require some familiarity with the system. Review collected by and hosted on G2.com.

TP
Timothy P.
Business Analyst
Consumer Services
Small-Business (50 or fewer emp.)
"All-in-One CRM That Keeps Contacts, Deals, and Emails Organized"
4.5/5
What do you like best about EngageBay?

What I like most is that everything is available in one place. I use it mainly for managing contacts, tracking deals, and sending emails and it keeps things organized without making it complicated. The contact management and list segmentation are straightforward, so I can quickly find and group leads without any confusion. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few small UI things that could be smoother, and sometimes pages take a second longer to load. It's not a major issue but something I have noticed during regular use. Review collected by and hosted on G2.com.

Paul M.
PM
Paul M.
Account Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Leads and Client Communication Organized"
5/5
What do you like best about EngageBay?

I have been using EngageBay to keep track of leads and ongoing client communication. What I like most is how it keeps everything structured, so I don’t have to rely on separate notes or other tools. It’s easy to check past interactions and stay updated on what’s been discussed. I also find it useful for managing daily follow-ups, so I don’t miss anything important. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are times when certain actions take a few extra steps, especially when I’m trying to update or organize information quickly. It’s manageable overall, but the process could be a bit more streamlined. Review collected by and hosted on G2.com.

Scott D.
SD
Scott D.
CRM Executive
Staffing and Recruiting
Small-Business (50 or fewer emp.)
"EngageBay Keeps Candidate Pipelines and Client Communication Organized"
4.5/5
What do you like best about EngageBay?

I use EngageBay to manage candidate pipelines and keep track of client communication. It’s useful having all contact details and the full interaction history in one place, especially when I’m handling multiple roles at the same time. I can quickly check previous emails or notes before reaching out, which helps keep communication clear and consistent. I also use it regularly to set reminders and schedule follow-ups, and that makes my day-to-day work much more manageable. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few small areas where the workflow could be smoother, but nothing that affects regular use in any major way. Review collected by and hosted on G2.com.

Antonio B.
AB
Antonio B.
Procurement Manager
Consumer Services
Small-Business (50 or fewer emp.)
"EngageBay Makes Lead Tracking and Follow-Ups Effortless"
4.5/5
What do you like best about EngageBay?

I have been using EngageBay for my business and it has made my day-to-day work much easier. I mostly use it to track leads, send emails and set reminders for follow-ups. The interface is simple, so I didn't need much time to get used to it. The email sequences and basic automation really help me stay consistent with follow-ups without doing everything manually. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Sometimes it feels a bit slow when I am working with large number of contacts or deals, especially bulk actions. Also, a few features were not very clear in the beginning, so I had to spend some time figuring them out. Review collected by and hosted on G2.com.

Nikita N.
NN
Nikita N.
Operations Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Contacts, Emails, and Follow-Ups in One Simple Place"
5/5
What do you like best about EngageBay?

I’ve been using EngageBay mainly to manage contacts, emails, and follow-ups. It’s helpful to have everything in one place instead of switching between different tools. I can easily check past conversations before reaching out, which helps keep communication more consistent. The interface is simple enough to use on a daily basis, without much of a learning curve. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

It took me some time to get familiar with setting up workflows and organizing data in the beginning. A few sections of the dashboard felt a bit cluttered at first, but after using it regularly, it became much easier to navigate and manage. Review collected by and hosted on G2.com.

VC
Varun C.
Account Executive
Consulting
Mid-Market (51-1000 emp.)
"Straightforward, Easy-to-Use CRM That Streamlines Contacts, Deals, and Email Automation"
4.5/5
What do you like best about EngageBay?

I like how straightforward Engagebay is. It didn't take long to get used to, and most things are easy to find. We use it mainly for managing contacts, tracking deals, and sending emails. The automation part is helpful for basic follow-ups and reminders, which saves time on manual work. I also find the contact lists and tagging system quite useful for keeping thigs organized. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

At times, some pages take a bit longer to load, especially when working with larger contact lists. Also, a few areas could offer more flexibility in terms of customization, but it's manageable for now. Review collected by and hosted on G2.com.

JR
Jim R.
Marketing Manager
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Makes Landing Pages Fast and Simple for SaaS Campaigns"
4.5/5
What do you like best about EngageBay?

We started using EngageBay mainly for email campaigns, but honestly the landing page builder ended up being the most useful for us. I run campaigns for our SaaS products and earlier we used to depend on developers even for small changes. With EngageBay, I can quickly create a landing page, connect a form and push traffic from ads or Whatsapp without waiting on anyone.

What I like is it's not complicated. The drag and drop is simple and I can duplicate pages for different campaigns (like offers, demos, etc) and just tweak the content. We have used it for demo booking pages, free trial pages and even some quick campaign pages during offers. It does the job without overthinking Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The templates are decent but not very modern looking sometimes, so I usually end up customizing them. Also, a bit more flexibility in design (spacing, fonts, etc) would make it even better. Review collected by and hosted on G2.com.

Susan E.
SE
Susan E.
Strategic Account Manager
Consulting
Small-Business (50 or fewer emp.)
"EngageBay Keeps Everything in One Place for Easy Follow-Ups"
4.5/5
What do you like best about EngageBay?

Honestly, the main thing for me is having everything in one place. Earlier I was using emails, spreadsheets, and a couple of other tools and it was getting confusing to manage.

With Engagebay, I mostly use contacts, email campaigns and landing pages. The landing pages are pretty straightforward to setup, and I like that when someone fills a form, it just goes directly into the CRM without me doing anything.

Email sequences have been really helpful for follow-ups. Once I set it up, I don't have to keep remembering to send emails manually, which was a big headache before. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

In the beginning, I did find automation a bit confusing. It's not very hard, but it took me sometime to understand how everything connects.

Also, sometimes you have to try things once or twice to get it right. But after that it works fine. Review collected by and hosted on G2.com.

Craig B.
CB
Craig B.
Talent Acquisition Specialist
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Candidate and Client Communication Organized in One Place"
4.5/5
What do you like best about EngageBay?

I have been using EngageBay to manage candidate profiles and keep track of client communication. It really helps to have all the details notes, emails, and updates in one place, so it’s easier to stay on top of things when working on multiple roles. I can quickly review past interactions before reaching out, which makes coordination smoother. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

At times, moving between different sections while updating records can feel slightly slow. It's not a major issue, but it can take a bit of time when handling multiple updates together Review collected by and hosted on G2.com.