Courtney H.
CH
Courtney H.
Customer Service Representative
Environmental Services
Small-Business (50 or fewer emp.)
"EngageBay Makes Customer Follow-Ups Faster with Email History and Notes"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Levi C.
LC
Levi C.
Client Relationship Executive
Facilities Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Conversations Organized and Easy to Review"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sukruti S.
SS
Sukruti S.
Digital Marketing Manager
Information Services
Small-Business (50 or fewer emp.)
"EngageBay Sequences Make Lead Follow-Ups Effortless"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mary C.
MC
Mary C.
Marketing Manager
Staffing and Recruiting
Mid-Market (51-1000 emp.)
"EngageBay Makes Email Campaigns and Broadcasts Simple and Effective"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Gunhild J.
GJ
Gunhild J.
Customer Success Specialist
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Info and Follow-Ups Organized in One Place"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Manisha R.
MR
Manisha R.
Marketing Analyst
Information Services
Small-Business (50 or fewer emp.)
"EngageBay Streamlines Inquiries with Fast Landing Pages, Forms, and Contact Tracking"
4.5/5
What do you like best about EngageBay?

I use EngageBay regularly to manage website inquiries, and the combination of landing pages, forms and contact management has worked well for my day-to-day tasks. Creating a landing page doesn't take much time and connecting a form is straightforward. One thing I really like is that every form submission automatically appears as a contact, so there's no need to copy details manually. It also makes it easy to check previous notes or conversations before following up, which has saved me from missing important context more than once. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The landing page builder is easy to work with but I'd still like to see a few more design and layout options. The only drawback is that we need to create the mobile version seperately which is time consuming. It is better if the team work on this. Review collected by and hosted on G2.com.

Sean M.
SM
Sean M.
Recruitment Consultant
Staffing and Recruiting
Mid-Market (51-1000 emp.)
"EngageBay Keeps Contacts and Follow-Ups Organized with Handy Reminders"
4/5
What do you like best about EngageBay?

I use EngageBay to keep my contacts and follow-up activities organized throughout the day. What I like most is that I can quickly check previous conversations without having to dig through my inbox. The reminder feature has also been useful because it helps me keep track of the people I need to reach out to. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The interface was a little confusing during my first few days of using it. After spending some time with it, I got comfortable, but I still think a few menus could be more intuitive and easier to navigate. Review collected by and hosted on G2.com.

Sam B.
SB
Sam B.
HR Executive
Staffing and Recruiting
Small-Business (50 or fewer emp.)
"EngageBay Keeps Contacts, Emails, and Follow-Ups Perfectly Organized"
4/5
What do you like best about EngageBay?

I use EngageBay mainly to keep my contacts, emails, and follow-up tasks organized. It helps me keep track of conversations with clients and candidates without having to search through my inbox all the time. I also like being able to set reminders for follow-ups, because it helps me stay on top of my daily work. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some features took me a little time to figure out when I first started using it. A few settings weren’t where I expected them to be, but after using it regularly, it became much easier to navigate. Review collected by and hosted on G2.com.

Alisa W.
AW
Alisa W.
Customer Success Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Communication Organized in One Place"
4.5/5
What do you like best about EngageBay?

I use EngageBay every day to manage customer communication and keep track of follow-up activities. Having contacts, emails, notes, and tasks available in one place makes my work much more organized. I also like that I can review previous conversations before reaching out to a customer, which helps me provide more consistent communication. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The platform offers a lot of features, so it took me some time to learn everything. I mainly use the CRM and email tools, and I think a few advanced settings could be easier to locate. Review collected by and hosted on G2.com.

CR
Chris R.
Customer Success Executive
Education Management
Small-Business (50 or fewer emp.)
"EngageBay Keeps Contacts, Emails, and Follow-Ups Perfectly Organized"
4.5/5
What do you like best about EngageBay?

I use EngageBay regularly to manage customer interactions and keep my daily tasks organized. What I like most is having contacts, emails, and follow-up reminders all in one place, which makes it easier to stay on top of ongoing conversations. The interface is simple enough that I was able to get comfortable with it without much difficulty. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a few advanced features that I don’t use very often, so it took me some time to understand where everything was located. I think a more guided onboarding experience for those features would make the platform even better. Review collected by and hosted on G2.com.