I use EngageBay to keep a running record of my customer-related work. I can update a contact after an interaction, leave a note for later, and quickly check recent activity when I need a reminder. I find this useful because I don’t have to keep the same information in several different places.

The email tracking is probably the feature I use the most. Being able to see when someone opens an email or clicks on a link gives us a better idea of whether we should follow up or wait. What I really like is that we can use those actions to trigger automations. For example, if someone opens an email or clicks a particular link, we can set up a follow-up based on that activity. It saves us from having to manually check every email and decide what to do next. For my business where we send quite a few emails to clients, this is genuinely useful. I can see the communication history and the email activity in one place, which makes follow-ups easier.

I use EngageBay to keep track of leads, customer activity, and follow-ups during my workday. I find it helpful to have previous communications and contact details available when I’m preparing for the next interaction. It gives me a quick overview of where a conversation stands and what I need to do next.