I use EngageBay every day to keep customer information and follow-up tasks organized. I like that I can quickly see previous emails and notes before reaching out to someone again. It saves me time and makes it easier to continue conversations without missing any details. Review collected by and hosted on G2.com.

The platform has a lot of features, so it took me a little while to understand where everything was. After using it for a few weeks, it started to feel more straightforward and easier to navigate. Review collected by and hosted on G2.com.

I mainly use EngageBay for managing contacts, email campaigns, and follow-ups. One thing I genuinely like is that everything is available in one place, so we do not have to switch between multiple tools just to manage leads and marketing activities. The contact management is simple to understand and creating lists or segments for campaigns is pretty straightforward.

I also like the automation part because it saves time on repetitive follow-ups. Even for someone who is not deeply technical, the platform is manageable after spending some time with it. Review collected by and hosted on G2.com.

There are a few areas where the interface can feel slightly crowded, especially when handling multiple automations or large contact lists. Some feature also take time to explore properly because there are many option inside the platform.

Email template customization could be smoother in some cases, but overall it gets the job done Review collected by and hosted on G2.com.

What I personally liked most about EngageBay is that it keeps email marketing, automations, and contact management in one place without making things over complicated. I mainly use it for creating contacts lists, segmenting leads, sending email campaigns, and setting up follow-up automations. The interface is fairly straightforward so even non-technical team members were able to start using it without much training.

The automation builder has been useful for handling repetitive follow-ups, especially after form submissions or inquiry emails. I also like that contact activity is visible in one timeline, which helps while managing communication history. Review collected by and hosted on G2.com.

There are a few areas where the platform can feel slightly limited compared to more expensive CRM's. Sometimes the email editor can lag a little while working on larger campaigns, and certain automation settings take time to figure out initially. Reporting is decent for day-to-day usage but I would l still like more advanced analytics and customization options in some sections. Review collected by and hosted on G2.com.

What I like most is that everything is available in one place. I use it mainly for email marketing, contact management and automation workflows. Setting up automated follow-ups and email sequences is quite simple even for someone who is not highly technical. The interface is clean and easy to navigate, which helped me and our team get started quickly. Review collected by and hosted on G2.com.

Sometimes the automation workflow builder feels a bit of slow when editing larger workflows. Reporting is decent for daily use, but some advanced analytics could be improved. A few integrations also take some time to configure properly. Review collected by and hosted on G2.com.

I have been using EngageBay mostly for contact management and email communication. It's been helpful for keeping our customer and inquiry data organized without needing multiple spreadsheets. We also create email templates for follow-ups and regular updates, which saves a good amount of time during busy weeks.

The email scheduling and contact segmentation features are simple enough to use without much setup. For basic campaigns and routine communication, it does the job well. Review collected by and hosted on G2.com.

Sometimes the UI feels a bit busy, especially when switching between contacts, campaigns and automations. A few template formatting issues come up occassionally, so we usually test emails before sending. Review collected by and hosted on G2.com.

The contact management has been the most useful part for me. Everything about a customer stays in one place, so I don't have to search through emails or notes. I also rely on tasks a lot for follow-ups. Setting reminders for calls or emails has helped me stay on top of things, especially on busy days. Review collected by and hosted on G2.com.

Sometimes it takes a few extra clicks to get to the screen I'm looking for. I's not a big issue, but the navigation could be little smoother. Review collected by and hosted on G2.com.

I mostly use EngageBay for drip campaigns and automated follow-up emails after leads submit forms on our website. The automation builder is fairly easy to work with once you spend some time using it. I can setup email sequence for inquiries, follow-ups, and inactive leads without doing everythig manually. Having contact management and email automation together also makes it easier to keep track of communication. Review collected by and hosted on G2.com.

Some workflow conditions were confusing for me initially, especially while editing existing automations. I also felt the email editor could be smoother in certain areas when adjusting formatting. Review collected by and hosted on G2.com.

What I like most is that it keeps lead management and follow-ups organized without making the process complicated. We use it daily to capture leads, manage deals, send follow-up emails and make calls from the same platform. The automation workflows are helpful for making sure no lead gets missed, especially when handling multiple prospects at the same time.

The contact timeline is also useful because it shows emails, notes, calls and activities in one place. It saves time when continuing conversations with leads or customers. Review collected by and hosted on G2.com.

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Review collected by and hosted on G2.com.

We started using EngageBay mainy to manage inquiry follow-ups and email communication for our business. Earlier we were handling most things manually through email and excel sheets, which became difficult once inquiries started increasing.

The automation part has been genuinely useful for us. We created simple email sequences for quotation follow-ups, reminder emails and inquiry tracking. It saves time because I doesn't have to remember every follow-up manually.

I also like that contacts, emails, notes and tasks are available in one place. It makes it easier to check previous communication before speaking with a client again. Review collected by and hosted on G2.com.

Some workflow settings took time to understand in the beginning. A few automations were not very straightforward during setup, especially when trying more detailed conditions. The mobile experience could also be smoother in some areas. Review collected by and hosted on G2.com.

We mainly use EngageBay for managing contacts and sending follow-up emails. Before using it, we were keeping most things in excel sheets, so it was difficult to track who replied and who needed a follow-up.

The part I use most is the workflow automation for emails. Once it is seup, it saves a lot of manual work. I also like that I can see previous emails, notes, and tasks inside the same contact profile instead of checking different places. The interface is also easier compared to some other CRM tools I tried earlier. Review collected by and hosted on G2.com.

Sometimes the system feels a little slow when opening larger contact lists, and performing bulk actions and a few settings took some time for me to understand in the beginning. The email editor can also be improved a bit. Review collected by and hosted on G2.com.