Angela C.
AC
Angela C.
Recruitment Coordinator
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Interactions and Tasks Perfectly Organized"
5/5
What do you like best about EngageBay?

I use Engagebay regularly to manage customer interactions and organize my daily work. What I appreciate most is having contact details, email conversation notes, and tasks available in one place. It helps me keep track of ongoing communication without having to switch between multiple tools, which makes my workflow much more efficient. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are a lot of features available, so it took me some time to become familiar with everything. I mainly use the CRM and email tools, and I think a few settings could be easier to locate for new users. Review collected by and hosted on G2.com.

SK
Sheker K.
Customer Success Executive
Small-Business (50 or fewer emp.)
"Simple, Organized Contact Management in One Easy Platform"
4.5/5
What do you like best about EngageBay?

I like how simple it is to manage contacts, emails, and follow-up activities from a single platform. The interface is easy to navigate, and I can quickly find customer information whenever I need it. It has helped me stay organized and manage my daily tasks more efficiently. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some of the more advanced customization options take a little time to understand, and I’d like to see a few more reporting features. Other than that, my overall experience has been positive. Review collected by and hosted on G2.com.

Mario  R.
MR
Mario R.
Account Executive
Information Technology and Services
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Follow-Ups Organized and Efficient"
4.5/5
What do you like best about EngageBay?

I use EngageBay regularly to manage customer interactions and keep track of follow-up activities. Having contact emails, notes, and tasks available in one place helps me stay organized throughout the day. I also like being able to review previous conversations before reaching out to customers, which makes communication more consistent and efficient. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The platform includes a lot of features, so it took me a little time to become familiar with everything. I think some of the advanced settings could be easier to find, but overall the interface is straightforward once you get used to it. Review collected by and hosted on G2.com.

CN
Christa N.
Talent Acquisition Manager
Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Streamlined Candidate & Client Tracking with Time-Saving Automations"
5/5
What do you like best about EngageBay?

We mainly use it to keep track of our candidates and clients. Having emails, notes, and previous conversations in one place saves a lot of back and forth. We also setup a few email sequences for follow-ups, and the email open tracking has been helpful because we know when someone has actually looked at the email before reaching out again. Automations saves us a lot of time and avoid manual follow-ups which makes life easier. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are quite a features, so the first few days took some time getting used to. Once we figured out where everything was, it became part our daily routine. Review collected by and hosted on G2.com.

Valorie H.
VH
Valorie H.
Customer Success Executive
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Interactions and Follow-Ups Organized in One Place"
4.5/5
What do you like best about EngageBay?

I use EngageBay as part of my daily work to manage customer interactions and follow-up activities. Having contact details, emails, notes, and tasks all in one place makes it much easier to stay organized. I also like being able to review previous conversations before reaching out to customers, which helps me communicate more consistently. 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 some time to learn where everything was located. I’d also like to see a few more customization options in some areas of the platform. Review collected by and hosted on G2.com.

Ellie J.
EJ
Ellie J.
Senior Recruiter
Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Organized Contact Management That Makes Email Campaigns Effortless"
4.5/5
What do you like best about EngageBay?

The contact management has been the most useful part for me. I keep a few static lists for regular campaigns and use smart lists for contacts that match certain conditions. Once I set those up, I don't really have to hink about them again, which makes sending marketing emails a lot easier. It feels much more organized than the way I was managing contacts before. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The first few days took a bit of getting used to, especially understanding how smart lists work. After that, it became pretty straightforward. Review collected by and hosted on G2.com.

Nishanth S.
NS
Nishanth S.
Talent Acquisition Executive
Small-Business (50 or fewer emp.)
"EngageBay Keeps Customer Info Organized in One Simple Place"
4.5/5
What do you like best about EngageBay?

I like how EngageBay keeps all customer-related information in one place. It makes it easy to manage contacts, track email conversations, and stay organized with follow-up tasks without switching between different tools. The interface is simple, and I was able to get comfortable using it fairly quickly. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

Some features take a bit of exploration before you fully understand how to use them. I also think the reporting section could offer a few more customization options, but overall it works well for my daily needs. Review collected by and hosted on G2.com.

Jacob R.
JR
Jacob R.
Business Development Executive
Marketing and Advertising
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 every day to manage customer contacts and keep track of follow-ups. I like having emails, notes, and contact history all in one place because it saves me from searching through old email threads. The task reminders are also helpful and make it easier to remember pending conversations and follow-ups. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

It took me a little time to get used to where everything was. Some options aren’t immediately obvious, but after using it for a while, I found it much easier to navigate. Review collected by and hosted on G2.com.

RC
Richard C.
Marketing Coordinator
Education Management
Small-Business (50 or fewer emp.)
"All-in-One Email Marketing and Landing Pages That Keep Leads Organized"
4.5/5
What do you like best about EngageBay?

I use EngageBay mainly for email marketing and creating landing pages for our business. What I like most is both tools are available in one place, so I don't have to switch between multiple platforms. Creating email broadcasts is straightforward, and the drag-and-drop editor makes it easy to update content when we anounce new batches, workshops or activities.

The landing page builder has also been useful for collecting inquiries. I can quickly create a page, add a form, and start capturing leads without needing technical help. Once someone submits a form, their information is automatically available in the CRM, which saves time and keeps things organized. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The email editor occasionally takes a few extra seconds to load when working with larger templates. I also had to spend sometime understanding how certain automation settings work when I first started using the platform. It wasn't difficult, but there was a learning curve. Review collected by and hosted on G2.com.

KC
Konstantinos C.
Consultant
Information Technology and Services
Mid-Market (51-1000 emp.)
"EngageBay Keeps Contacts, Email Campaigns, and Automations in One Place"
4.5/5
What do you like best about EngageBay?

I started using EngageBay mainly to organize my contacts and stop missing follow-ups from website inquiries. Earlier I was managing leads in spreadsheets and sending emails manually, which became difficult to track once the number of enquiries increased.

What I personally use the most is the automation workflow section. I have workflows setup for inquiry follow-ups, reminder emails and lead assignments and it saves me a lot of repetitive work during the week. I also use the email templates and campaign features regularly for sending updates and promotional emails.

Another thing I like is that contact hisotry, emails and tasks are available in one place, so I can quickly check previous communication before responding to a lead or client. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

The platforms works well overall for my daily usage, but sometimes the pages take a little longer to load when handling larger contact lists or editing multiple workflows at the same time.

Apart from that I have not faced any major issues. Review collected by and hosted on G2.com.