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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.