---
title: EngageBay Reviews
meta_title: 'EngageBay Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 690 reviews by the users' company size, role or industry
  to find out how EngageBay works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 690
  scale: '5'
date_modified: '2026-07-14'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---

# EngageBay Reviews
**Vendor:** EngageBay Inc  
**Category:** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 690
## About EngageBay
EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay&#39;s AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email &amp; Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead &amp; Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights &amp; Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay&#39;s marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.



## EngageBay Pros & Cons
**What users like:**

- Users value the **ease of use** of EngageBay, as it streamlines workflows and enhances overall productivity. (244 reviews)
- Users appreciate the **seamless automation** of EngageBay, enhancing organization and saving valuable time in their workflows. (170 reviews)
- Users praise the **exceptional customer support** at EngageBay, highlighting fast and helpful responses from the support team. (167 reviews)
- Users value the **seamless integration** of CRM, email, and automation in EngageBay, enhancing efficiency and user experience. (167 reviews)
- Users value the **time-saving automations** of EngageBay, enhancing organization and streamlining workflows effortlessly. (141 reviews)
- Automation Features (139 reviews)
- Email Marketing (127 reviews)
- Users find EngageBay to be **incredibly intuitive** , making it easy for both new and experienced users to adopt. (122 reviews)
- Easy Setup (120 reviews)
- Email Management (104 reviews)

**What users dislike:**

- Users find the **lack of advanced features** frustrating, requesting better templates and improved email threading capabilities. (108 reviews)
- Users express frustration over **limited features** , including email threading and mobile app functionality, hindering their experience. (85 reviews)
- Users find the **reporting features limited** and sometimes lacking detail, especially for specific manufacturing needs. (74 reviews)
- Users experience **limited customization options** with features like landing pages and workflows, affecting usability and satisfaction. (69 reviews)
- Users find the **reporting features inflexible** , limiting deeper analysis and advanced customization for complex customer journeys. (64 reviews)
- Inadequate Reporting (50 reviews)
- Users find the **steep learning curve** challenging, requiring time to master advanced functionalities in EngageBay. (49 reviews)
- Limitations (46 reviews)
- Integration Issues (45 reviews)
- Users report **slow loading** times during bulk actions, making the experience less smooth and efficient. (45 reviews)

## EngageBay Reviews
  ### 1. EngageBay Keeps My Work Structured and Organized Every Day

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jackie M. | Recruitment Consultant, Staffing and Recruiting, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2026

**What do you like best about EngageBay?**

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.

**What do you dislike about EngageBay?**

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.

**What problems is EngageBay solving and how is that benefiting you?**

Before I started using EngageBay, my work was spread across emails, sticky notes, and spreadsheets. It wasn’t difficult, but I wasn’t very efficient either. Now I have a single place to check updates, review previous conversations, and keep track of what still needs attention. I spend less time organizing my work and more time actually getting things done.

  ### 2. EngageBay Keeps Customer Info Organized and Saves Me Time Daily

**Rating:** 4.5/5.0 stars

**Reviewed by:** Muhammad  S. | Customer Relationship Executive, Facilities Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2026

**What do you like best about EngageBay?**

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.

**What do you dislike about EngageBay?**

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.

**What problems is EngageBay solving and how is that benefiting you?**

The biggest improvement for me has been having customer information in one place. Instead of searching through different emails or personal notes, I can quickly check previous interactions and know where things stand before reaching out. It has made my day-to-day work more organized and helped me avoid spending unnecessary time looking for information.

  ### 3. EngageBay Keeps Customer Info Organized in One Place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danni H. | Customer Success Executive, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2026

**What do you like best about EngageBay?**

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.

**What do you dislike about EngageBay?**

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.

**What problems is EngageBay solving and how is that benefiting you?**

Before using EngageBay, I often relied on email folders and handwritten notes to keep track of conversations. It worked, but it wasn’t very efficient. Now I can quickly review previous interactions and continue from where I left off without spending time searching for information. It has made my day-to-day work smoother and helped me stay on top of ongoing conversations.

  ### 4. Engagebay Keeps Customer Info and Conversations in One Place

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicholas  M. | Talent Acquisition Specialist, Staffing and Recruiting, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 11, 2026

**What do you like best about EngageBay?**

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.

**What do you dislike about EngageBay?**

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.

**What problems is EngageBay solving and how is that benefiting you?**

Before using EngageBay, I often had to dig through emails and personal notes just to remember my last conversation with someone. Now I can quickly review the history and pick up right where I left off. It’s made my work much more organized, and I don’t feel like I’m constantly searching for information anymore.

  ### 5. EngageBay Makes Customer Follow-Ups Faster with Email History and Notes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Courtney H. | Customer Service Representative, Environmental Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

Before I started using EngageBay, I relied on emails and personal notes to keep track of customer conversations, and it wasn’t always easy to stay organized. Now I can quickly review previous interactions before responding, which saves time and helps me avoid missing important details. Overall, it has made handling customer requests much more manageable.

  ### 6. EngageBay Keeps Customer Conversations Organized and Easy to Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Levi C. | Client Relationship Executive, Facilities Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 10, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

Before I started using EngageBay, I often had customer information spread across emails and personal notes. Now I can keep everything in one place, which makes it much easier to follow up at the right time and keep conversations consistent. I spend less time searching for information and more time actually getting work done.

  ### 7. EngageBay Sequences Make Lead Follow-Ups Effortless

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sukruti S. | Digital Marketing Manager, Information Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

My biggest challenge was keeping my follow-ups consistent. I used to rely on reminders and spreadsheets, and every now and then I'd realize I'd forgetten to follow up with someone. Now every lead automatically goes into the right drip campaign, so I don't have to think about who needs the next email. It has made my follow-up process much more consistent and gives me more time to focus on replying to people who are genuinely interested instead of keeping track of manual tasks.

  ### 8. EngageBay Makes Email Campaigns and Broadcasts Simple and Effective

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mary C. | Marketing Manager, Staffing and Recruiting, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 08, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

Before using EngageBay, managing email campaigns and keeping track of different contacts lists took more time than it should have. Now everything is in one place, which makes it easier to plan campaigns, send targeted email broadcasts, and review campaign performance. It has helped us stay consistent with our email marketing while saving time on repetitve rasks.

  ### 9. EngageBay Streamlines Inquiries with Fast Landing Pages, Forms, and Contact Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Manisha R. | Marketing Analyst, Information Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

Keeping track of website inquiries used to be more manual, especially when leads came from different pages. Having forms feed directly into contact lists has made that process much simpler. Everything stays organized in one place, and following up with people feels a lot easier because I don't have to search through emails or spreadsheets to find their information.

  ### 10. EngageBay Keeps Contacts and Follow-Ups Organized with Handy Reminders

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sean M. | Recruitment Consultant, Staffing and Recruiting, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 27, 2026

**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.

**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.

**What problems is EngageBay solving and how is that benefiting you?**

Before I started using EngageBay, I relied on emails and personal notes to manage follow-ups, and it wasn’t always easy to keep everything organized. Now I have one place where I can see contact details, conversation history, and pending tasks. It’s helped me stay more consistent with follow-ups and has made my day-to-day work less stressful.


## EngageBay Discussions
  - [Simple and powerful All-in-One CRM](https://www.g2.com/discussions/simple-and-powerful-all-in-one-crm) - 1 comment, 1 upvote
  - [Do you consider the integration with SendGrid and Apollo?](https://www.g2.com/discussions/do-you-consider-the-integration-with-sendgrid-and-apollo) - 2 comments, 1 upvote

- [View EngageBay pricing details and edition comparison](https://www.g2.com/products/engagebay-all-in-one-suite/reviews/engagebay-all-in-one-suite-review-9516983?_sm_nck=1&section=pricing&secure%5Bexpires_at%5D=2026-07-14+13%3A14%3A38+-0500&secure%5Bsession_id%5D=7225cc79-7333-4160-9cd0-d515e36d7e71&secure%5Btoken%5D=98b1e864228bc3bf1a565520ceb7793d47c3b5200878fdd384d60f9faf27ca37&format=llm_user)
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## EngageBay Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Email Marketing**
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Online Marketing**
- Landing Pages and Forms
- Dynamic Content
- A/B Testing
- Mobile Optimized
- Search Tracking and Optimization

**Ticket and Case Management**
- Ticket creation user experience
- Ticket response user experience
- Workflow
- Response Automation
- SLA Management
- Attachments/Screencasts
- Ticket Collaboration
- Customer and Contacts Database

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Knowledge Pages**
- Templates
- In-Content Feedback
- Versioning and Version History
- Decision Trees
- Duplicate Detection
- Content Editor

**Page Customization**
- Drag and Drop
- Templates
- Advanced Customization
- Content Library

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design

**Computing**
- WYSIWYG
- AI/Machine Learning
- Little to No Coding

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech

**Agentic AI - Lead Scoring**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Lead Management**
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Scoring and Grading
- Lead Nurturing
- Online Behavior Tracking
- Automated Alerts and Tasks
- CRM Lead Integration

**Attribution**
- Lead Opportunity
- Lead Assignment
- Pipeline Acceleration

**Communication**
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing

**Knowledge Base**
- Q & A
- Link Sharing
- Searchable

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Knowledge Dissemination**
- Page Analytics
- Permissions
- Knowledge Sharing
- Notifications
- Advanced Search
- Browser Extension
- Organization
- Other Integrations
- Knowledge Integrations

**Page Optimization**
- A/B Testing
- Mobile Responsive
- Web Analytics
- SEO

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms

**Experimental Design**
- Multivariate testing capacities
- Concurrent Testing
- Mobile Testing
- AI Assisted Testing
- AI Generated Variations

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Campaign Management**
- Program Management
- Event / Webinar Marketing
- Calendaring
- Budgeting

**Discovery**
- Lead Management
- Scoring/Ranking
- Lead Context

** Internal Use**
- Customization 
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox 
- Customer Profiles

**Security**
- Verification
- Role-Based Permission
- Public vs Private

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Integrations**
- E-Commerce Integration
- Email Marketing Integration
- Domain Integration

**Analytics**
- Reporting and Analytics
- Heatmaps

**Generative AI**
- AI Text Generation

**Agentic AI - Knowledge Base**
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Help Desk**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Social**
- Social Listening
- Social Sharing
- Social Campaigns
- Social Media Engagement
- Social Media Advertising

**Management**
- Conversion Viability
- Workflow

**Content**
- Trackable Analytics
- Import
- File Viewing
- Update Notifications

**Generative AI**
- AI Text Generation

**Agentic AI - A/B Testing**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Reporting & Analytics**
- Basic Reporting
- Web Analytics
- ROI Analytics
- Revenue Analytics
- SEO / Keyword Analytics

**Communication Channels**
- Customer Portal
- Email to Case
- Chat/Live Support
- Social Integration
- Voice

**Platform**
- Data Synchronization
- Analysis

**Communication**
- Social Features
- Tagging 
- Upload 
- Comments

**Agentic AI - Landing Page Builders**
- Cross-system Integration

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- Customization 
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation

**Generative AI**
- AI Text Generation

**Agentic AI - Marketing Automation**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Integration
- Reporting
- Dashboards

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