Email Logging Software

It would be helpful if it could update trendy sequences or messages for us to learn from and use, so we can get better results. Review collected by and hosted on G2.com.

It’s great for reaching people in bulk, and the custom fields have really amazed me. The level of customization you can do with messages is genuinely impressive. Review collected by and hosted on G2.com.

I find it frustrating that you can't update contact lists when communications are scheduled. It seems like there should be a way to keep the existing contact list on file for scheduled communications while still being able to update the contacts for future communications. Review collected by and hosted on G2.com.

Constant Contact prevents us from missing anyone by allowing CSV uploads of contact info. I can also create or use existing designs, store photos, and digitally sign communications, which enhances our communication process. Review collected by and hosted on G2.com.

the pricing is okay , its affordable also the performance is best . the analytics are useful, but i would like more detailed reporting on campaign trends and easier flirting options for large contact lists, a few advanced setting can also takes time to understand for new users, Review collected by and hosted on G2.com.

overall instantly is an easy to use outreach platform that has made our sales communication more efficient. it has helped me to stay organized, save time and support the sales team with more effective and consistent email campaign,instantly solved the challenge of managing large scale email outreach and keeping follow ups consistent without manual effort, it automates email sequences, tracks open and replies, and helps organize prospect communication from a single dashboards, this allow me to spend less time on repetitive tasks and more time supporting the sales team with qualified lead and customer follow ups, as a result our outreach process has become more organized responses time have improved, and we can engaged with more prospect while maintaining consistent communication. Review collected by and hosted on G2.com.

Meeting scheduling can't route prospects by location, even on higher tiers. A round-robin page only splits meetings evenly, so we built a routing form in front of three separate links to get territory-based booking. Some automation behaviour is also surprising. Switching on a workflow doesn't enrol records that already match, and the existing ones need a separate manual step. Review collected by and hosted on G2.com.

Sales Hub gives us one shared view of every deal through staged pipelines with win probabilities, so leadership and reps see the same status. Meeting links with territory routing and round-robin remove scheduling back-and-forth for discovery calls. Workflows automatically nurture stalled and closed-lost deals, so follow-up doesn't depend on anyone remembering. Because sales sits in the same portal as onboarding and delivery, a client's record carries through without retyping. Review collected by and hosted on G2.com.

There's a lot of regulation in order to be able to send SMS. And I would like it if it was easier. Review collected by and hosted on G2.com.

Brevo Marketing Platform helps us easily reach our audience with email and SMS, offers good pricing and features, and is user-friendly for my team. Duplicating past campaigns saves time and allows us to target different demographics efficiently. Before, we were using other extremely expensive software that was costing us an arm and a leg and also was more complicated for our team to use. Review collected by and hosted on G2.com.

I wish I could connect Intuit Mailchimp Email Marketing with the scheduling platform I use, so everything could be integrated. Currently, I'm using Dance Manager to schedule clients, and having them connected would be helpful. Review collected by and hosted on G2.com.

I use Intuit Mailchimp Email Marketing for mass contacting and creating client-specific groups, making email deployment efficient and personalized. It's easy to make emails look professional, and I can auto resend them, improving the open rate. Review collected by and hosted on G2.com.

There will be a learning curve since communication intelligence is quite unlike conventional sales analytics.

The team must be educated on how to correctly analyze the signals while not considering the findings as final conclusions.

Moreover, I would like to have some automated prioritization and workflow automation features for large sales companies. In case there are many communications available, the management must find a quick way to understand what should be done immediately. Review collected by and hosted on G2.com.

Substrata brings another dimension of intelligence into our revenue organization’s sales communications.

Our sales team can leverage Q for email to enhance their written communications. Managers can leverage Signals and communication insights for their deal reviews and coaching sessions. The leadership team can leverage Performance & Team Q for gaining insights into overall communications and performance trends. Account teams can leverage their relationship and engagement insights to uncover potential problems.

The most significant advantage is that we can no longer measure the performance of our sales team based solely on their CRM activities, pipeline progression, and revenue generated.

We have another dimension of intelligence regarding how people communicate, build relationships, engage with each other, and how these factors influence sales.

Recommendation: I highly recommend Substrata for B2B sales teams and especially enterprise sales teams, revenue teams, and businesses that have a more complex relationship with their customers. If your sales team requires more intelligence around sales communication, sentiment, engagement, authority, relationships, and performance of their team members, then you should consider Substrata. Review collected by and hosted on G2.com.

There aren't really any negatives about Flodesk. I think the only thing I could say is I wish they had more templates or ways to create your own. But, I think they are already working on that! Review collected by and hosted on G2.com.

Flodesk is helping me maintain an email list without paying crazy prices. They are so helpful with creating beautiful emails when you aren't very skilled in html or css. Review collected by and hosted on G2.com.

Difficult to differentiate the different crms in the sales process but glad I chose pipedrive Review collected by and hosted on G2.com.

Better reporting to manage prices Review collected by and hosted on G2.com.

There are many features and configuration options which can be a little overwhelming initially. I sometimes need guidance to understand which fields, reports, or processes are relevant to my work. The platform becomes easier once I get familiar with the team's setup. Review collected by and hosted on G2.com.

It helps keep sales and marketing information organized and reduces dependency on separate spreadsheets for tracking prospects. I can see lead progress, follow-up activities, and customer information in one place. This makes it easier to coordinate with senior team members and understand which prospects or activities need attention. The lead tracking and activity management features are my favorites. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The performance has been reliable for my daily activities such as checking leads, updating records, reviewing customer information, and monitoring sales tasks. Review collected by and hosted on G2.com.

Sometimes, Sender can be really difficult to use for people who maybe have never used email marketing before, specifically, the automation portion of the software. The help files weren't very helpful, but after quite some time with team members like Lucas and others through chat, I was able to figure things out in the end. Review collected by and hosted on G2.com.

Sender is helping me keep in touch better with my clients/audience. The email builder itself is fast and easy to use so I can get emails out in a timely manner. Review collected by and hosted on G2.com.

The native integration directly inside Gmail makes running mass email campaigns effortless without any learning curve. Linking Google Sheets for custom personalization, combined with automated follow-up sequences and built-in deliverability tools like Spam Solver, makes outreach fast, reliable, and effective. Review collected by and hosted on G2.com.

The interface can occasionally feel a bit cluttered inside Gmail when managing large campaign volumes, and sending limits are inherently tied to your standard Google/Gmail account thresholds unless using external relays. Review collected by and hosted on G2.com.

To optimize your experience, consider using external SMTP relays for higher sending limits and explore the use of labels to better organize your campaigns within Gmail. Review collected by and hosted on G2.com.

GMass is by far the easiest and most practical email marketing and mail merge solution for anyone working within Google Workspace. It saves hours of manual work through seamless sequence automation, simple personalization, and real-time open/click tracking right from the inbox. Review collected by and hosted on G2.com.

There are a lot of features available, which can feel a little overwhelming when you’re first getting started. I think having more video tutorials, examples, and step-by-step onboarding resources would make it easier for new users to get up and running quickly. Review collected by and hosted on G2.com.

It gives me one place to handle prospecting, outreach, follow-ups, and pipeline management. Before, these activities could involve several different tools, which meant constantly moving information around. With SalesTarget.ai, everything is more streamlined, so I can spend less time managing tools and more time actually engaging with potential customers. Review collected by and hosted on G2.com.

What I dislike about EngageBay is its limited native file handling and rigid custom reporting, which create ongoing workflow friction for our boutique industrial design studio, Form Studio Works. Our lean 11–50-person team has no dedicated in-house IT, and while EngageBay excels at CRM and marketing automation, it feels built for general sales teams rather than design firms that routinely manage heavy 3D prototype files, high-resolution renders, and multi-round client feedback documentation.

The most frustrating limitation is the platform’s file upload constraints. We often attach product renderings, CAD previews, and prototype test reports to client CRM records, but EngageBay enforces strict per-file size caps and can’t preview heavier design assets directly within the contact timeline. Last quarter, while working on a portable consumer hardware redesign, I tried to attach a 3D prototype render to the client project record and immediately hit the upload limit. I ended up hosting the file in our cloud storage and pasting an external link into the CRM timeline instead. That workaround forces our designers to bounce between EngageBay and our cloud asset library whenever they review client feedback, adding roughly five hours of extra navigation work each week. The platform also lacks native versioning for attachments, so when we upload revised design iterations, we have to manually rename every file to avoid overwriting older, client-approved versions.

Custom reporting is another major pain point. As Design Operations & Client Project Delivery Manager, I need combined reports that track lead source conversion, project timeline delays, and freelance vendor hours for quarterly studio reviews. EngageBay’s default report builder can’t merge CRM lead data with our custom project milestone fields into a single dashboard. For our annual business review, I spent nearly eight hours exporting separate CSV datasets and stitching them together in spreadsheets just to calculate project profitability by lead channel. Even basic design-specific KPIs, like prototype revision cycles, can’t be tracked natively, so I’m forced to maintain manual logs outside the platform.

Granular user permissions also create headaches. We frequently onboard contract 3D artists and freelance industrial designers for short project sprints, and we need to give them access only to their assigned client feedback threads while keeping other client pricing and confidential project records hidden. EngageBay’s permission roles are broad and can’t be narrowed down to individual project contact records. On one recent product design project, I gave a freelance artist limited portal access, and they were still able to view contact names from our other active client accounts. I then spent over four hours auditing contact visibility and adjusting role settings to lock down sensitive client data.

Another downside we uncovered is the limited native integration ecosystem for creative tools. EngageBay has no direct connection to Figma or our 3D asset management software. When client feedback is logged inside our design files, there’s no automatic sync back to EngageBay’s CRM timeline, so team members have to manually copy comments across systems. We rely on Zapier to bridge these gaps, but the extra middleware occasionally breaks syncs and forces manual data validation. Overall, while EngageBay handles lead capture and email follow-up well, its general-purpose architecture doesn’t accommodate the large design files and multi-round feedback workflows that sit at the core of our industrial design operations. Review collected by and hosted on G2.com.

As the Design Operations & Client Project Delivery Manager at Form Studio Works, our lean 11–50-person industrial design studio previously struggled with scattered lead tracking, inconsistent prospect follow-up, and disconnected client communication records. With no dedicated in-house IT, we were running separate tools for lead capture, email outreach, and contact notes. Client feedback, project scope details, and prospect conversation history lived across email threads and cloud documents, which led to missed discovery calls, incomplete project briefs, and lost context when handing work off to our product designers and 3D artists. EngageBay helps resolve these disjointed workflows by bundling CRM, form capture, and email automation into one unified platform, reducing manual admin and giving our small team clearer visibility across both prospect pipelines and active client projects.

The main problem EngageBay addresses for us is a fragmented lead intake and prospect nurturing process. Before adopting it, we used standalone web forms to collect project inquiries, then manually copied prospect details into a basic contact list and scheduled follow-up emails. That manual workflow took roughly six hours out of my week, and high-intent manufacturing clients sometimes waited days for a reply when we were deep in prototype deadlines. EngageBay’s native form builder and CRM auto-sync remove that duplication. Now, when a potential client submits our project inquiry form on the studio website, their budget, timeline, and product design requirements instantly populate a new CRM contact record and trigger a tailored email sequence. Last quarter, this automation nurtured a prospect for a portable consumer device redesign and flagged them as high priority after they reviewed our case study page, so I could book a discovery call at the right moment without having to chase them manually.

EngageBay also solves our lack of centralized client communication history. Previously, client feedback, revision requests, and scope changes were trapped inside email threads. When our design team kicked off a new prototype iteration, they could spend hours hunting down the original requirements and past feedback. Now I use custom fields within each client CRM record to track prototype revision counts, material preferences, and milestone deadlines, and client emails and comments are appended to the contact timeline. Having everything in one place cuts the time our team spends researching project background by multiple hours each project cycle and reduces misalignment around client expectations.

A third area where EngageBay helps is pipeline tracking for design project proposals. Our old system depended on manual spreadsheet updates, which often fell behind when we were juggling multiple active bids. With the drag-and-drop deal pipeline, I can move opportunities through stages like discovery, concept proposal, and contract finalization, while automated task reminders prompt me to follow up on stalled proposals. This visibility helps me forecast studio workload before new projects are signed, which in turn prevents overcommitting our designers and freelance 3D artists.

One unexpected benefit has been the built-in appointment scheduler that can be embedded directly into email sequences. Prospects can self-book discovery calls in available time slots, which sync to our shared calendar and automatically creates a CRM task. It eliminates the back-and-forth scheduling emails that used to consume several hours each week during our busiest proposal periods.

EngageBay does have limitations for large design asset uploads and for advanced custom reporting, but it still consolidates our lead capture, email nurturing, and client contact history in a way that works well for our team. It removes duplicate data entry, keeps prospect and client context centralized, and frees our creative team to focus on industrial design and prototype development instead of administrative tracking. Review collected by and hosted on G2.com.

Honestly, I haven’t run into any major issues so far. The platform has worked well for my needs, and whenever I had a question or a payment issue, the support team resolved it quickly. I don’t have any real complaints at this time. Review collected by and hosted on G2.com.

BigMailer solves one of the biggest challenges for my business: staying connected with my audience without spending hours managing emails. Before using it, keeping track of subscribers and sending event updates was much more time-consuming. Now I can manage my email list, create professional campaigns, schedule emails, and monitor performance all from one platform. Since it’s connected to my website, new subscribers are added automatically, which saves me time and helps me grow my mailing list. Review collected by and hosted on G2.com.

We signed an Order Form in early 2026 for a B2B contact dataset delivered in two parts, and paid tens of thousands in full by bank transfer.

The second delivery has never been made.

What followed was silence. Between July and October 2026 we sent 25 emails; 9 were never answered. Over 10 phone calls and messages to their founder and team went unreturned. From 9 September to 2 October — 23 consecutive days nobody at the company replied, with eight staff including the Founder/COO and the Chief Product Officer copied on every message. We offered a refund of the undelivered half, then a remediated delivery against written quality criteria, then their choice of the two. Two deadlines passed without a reply. Their one substantive response in a month did not address the missing delivery, the quality findings or the refund.

The Order Form includes a dispute-resolution clause committing both sides to resolve problems “through data replacement, refund, or an agreed-upon remedy”. It has not been honoured. We are now pursuing recovery through solicitors. Review collected by and hosted on G2.com.

It was meant to supply a dataset to augment our product. Half of it never arrived, and the time spent chasing has cost more than the data was worth. Review collected by and hosted on G2.com.

How much there is to do within it. I don't think it's a dislike as such, but you want to be able to do everything all at once but it will take a while for everything to be uploaded/imported and use everything effectively.. Review collected by and hosted on G2.com.

Our current email system is very basic, we have to upload everything manually and update lists ourselves. Whereas we're able to connect our booking system into Dotdigital and have it run automatically.

We also have the option to refine our database within a few clicks whereas previously we wold have to download our customers/users and apply filets in excel and then re-upload it.

There's a wide range of option available to add into the email itself all being easy to navigate and understand. Review collected by and hosted on G2.com.

One of the biggest advantages of CampaignHQ is its seamless integration with other marketing tools and platforms. From CRM systems to e-commerce platforms, I was able to integrate my email marketing efforts with my existing tech stack, creating a unified and streamlined marketing ecosystem.

The only limitation is setup takes a little more time, but overall the customer support provided by CampaignHQ was outstanding. Review collected by and hosted on G2.com.

CampaignHQ has become an indispensable tool in my marketing arsenal. Its intuitive interface, powerful automation features, in-depth analytics, and seamless integration options have significantly enhanced my email marketing efforts. Whether you're a small business owner or a marketing professional, I highly recommend CampaignHQ to take your email marketing to the next level. Review collected by and hosted on G2.com.

One of the least helpful aspects is that some features take multiple clicks to reach, which can slow down routine tasks. Although the platform is highly customizable, configuring and maintaining more complex workflows can be time-consuming, especially for new users. Review collected by and hosted on G2.com.

monday CRM helps solve the challenge of organizing project information and tracking tasks across different teams. By keeping everything in one platform, it improves visibility, strengthens collaboration, and makes it easier to ensure quotation requests and project milestones are completed on time. Review collected by and hosted on G2.com.

I would like there to be more integration options. The only one that I can use at the moment is Google Analytics. I'd like there to be, for example, an integration with LinkedIn, which I use regularly for my company promotions. Review collected by and hosted on G2.com.

Vision6 has great features for putting together really professional-looking newsletters. We've built a number of contact databases in the platform and are using those to send out product information to our customers. The reporting and analytical capability also allows us to put a value on those interactions with our customers. Review collected by and hosted on G2.com.