I find EngageBay useful because it lets me manage customer details and work updates in one place, instead of maintaining multiple separate records. I can add information as I go, review previous activity, and return to a conversation without having to reconstruct the background each time. It has become a convenient reference point throughout my workday. Review collected by and hosted on G2.com.

Engagebay offers more functionality than I need for some daily tasks, and it took some trial and error to figure out which features were most relevant to my workflow. Once I became familiar with the platform, this was less of a concern. Review collected by and hosted on G2.com.

The sales pipeline is the feature I use the most. I can see where all my deals are and move them to the next stage as things progress. It makes it easier to see what I need to follow up on instead of trying to remember everything.

I also like the 360-degree contact view. Before I speak with a customer, I can quickly look at their previous emails, activities, notes and deal history. Having all of that in one place is really helpful because I can get the context without checking different places. Review collected by and hosted on G2.com.

There are a quite a lot of features, so it took me little time to get used to everything. I didn't need all of them, but after using it for a while, I found the sales features fairly easy to use Review collected by and hosted on G2.com.

I have been using EngageBay as part of my regular workflow to keep track of customer information and the things I need to follow up on. I find it useful that I can add notes as I work and then come back to a contact later without having to recreate the context. It gives me a simple place to check recent activity and keep my work moving. Review collected by and hosted on G2.com.

It took me a little while to understand how the different sections fit together. I don’t use every feature, so some parts aren’t particularly relevant to my day-to-day work. Once I focused on the tools I actually need, it became much easier to use. Review collected by and hosted on G2.com.

I use EngageBay to keep customer information and ongoing work together, instead of having to check several different places. I find the contact history useful when I need to pick up a conversation later, and adding notes along the way makes it easier to remember the important details. Overall, it works well for the routine tasks I handle during the day. Review collected by and hosted on G2.com.

Some of the features are more detailed than I need for my regular work, so I had to spend some time getting familiar with the platform. I think the first-time experience could be a little simpler for users who only need the core features. Review collected by and hosted on G2.com.

What I like most about EngageBay is having our contacts, enquiries and follow-ups in one place. We deal with different clients and enquiries and it is much easier for me to see what is going on without having to check different places.

I also like the automation for some of the follow-ups we do regularly. It saves a bit of time and means we don't have to rely on someone remembering to do every follow-up manually.

For the most part, I find the CRM easy enough to use once you get familiar with it. We don't use every feature, but the ones we do use are useful for our day-to-day work. Review collected by and hosted on G2.com.

There are quite a few features, so I did find it a little confusing when I first started using it. It took me some time to understand where things were and decide what we actually needed.

I think the initial setup could be a little simpler, especially for someone who hasn't used a CRM before. Once you get through that part, though, it becomes much easier. Review collected by and hosted on G2.com.

What I find most useful about EngageBay is having a customer’s background available whenever I need it. I can open a record, see the most recent activity, check my notes, and understand what has happened so far. That way, I don’t need to keep separate documents just to remind myself about previous conversations. Review collected by and hosted on G2.com.

The first few days took some getting used to. There are quite a few things available on the platform, and I had to figure out which ones were actually relevant to me. Once I settled into the features I use regularly, everything felt much more straightforward. Review collected by and hosted on G2.com.

I mainly use EngageBay for managing leads, email follow-ups and automation. The workflow feature has been especially useful for me.

I can setup an email sequence once and let it handle the follow-ups instead of having to remember when I need to contact someone again. I also use different workflows depending on where the lead is in the process.

What I like most is that I don't have to keep a separate list of reminders for every follow-up. Once everything is setup properly, EngageBay takes care of the routine emails in the background. It has made things much easier for me, especially when I have lot of leads to followup with. Review collected by and hosted on G2.com.

The workflow builder took me a little while to get comfortable with. When I first started creating more detailed workflows, I had to go through it a few times to understand how I wanted to setup the conditions and actions.

It's not a major issue now, but I did have a bit of a learning curve in the beginning. Review collected by and hosted on G2.com.

I mainly use EngageBay to keep my work moving without having to maintain a separate list of everything. I can update a contact, add a note after a conversation, and check recent activity when I need a quick reminder. I also like that I can come back to something later and still have the context there, instead of starting over. Review collected by and hosted on G2.com.

The platform can sometimes feel like it has more options than I need on a normal day. I had to spend some time getting used to the layout and figuring out which features were actually useful for me. After that initial adjustment, it became much more comfortable to use. Review collected by and hosted on G2.com.

EngageBay helps me get a quick picture of what’s happening with my contacts. When I have several conversations going on, I can check recent activity and quickly see which ones need a response, instead of trying to keep everything in my head. That’s been really useful for keeping my work moving during busy days. Review collected by and hosted on G2.com.

The platform has a lot going on, so I didn’t understand every feature right away. I mostly had to spend some time exploring the interface and figuring out which tools fit my routine. Review collected by and hosted on G2.com.

For us, the workflow automation is probably the most useful part of EngageBay. We use it to keep track of leads and follow-ups, especially when there are multiple things happening at the same time.

For example, we can setup a workflow based on what a contact does and then trigger the next step automatically. It could be sending an email, adding a tag, assigning a task, or moving the contact to another stage. I don't have to keep checking everything manually.

I also like that the activity history is there when we need it. If someone has already received an email or gone through a particular step in a workflow, it's easy to check before taking the next action. Review collected by and hosted on G2.com.

The workflow section takes a little time to get comfortable with. There are quite a few options and when you're creating a more detailed workflow, it can take a few attempts to get the logic right. Review collected by and hosted on G2.com.