JD

Jeel D.

Sales Manager

Consulting

Small-Business (50 or fewer emp.)

8/19/2026

"EngageBay Workflows Make Lead Follow-Ups Effortless"

4.5/5

What do you like best about EngageBay?

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 anothr stage. I don't have to keep checking everything manually.

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

What do you dislike about EngageBay?

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.

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

The main thing it solves for us is keeping our follow-up process from becoming too dependent on someone remembering to do everything.

Once we have a workflow setup, a lot of routine steps happen automatically. That saves time, but more importantly it makes the proces more consistent. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic Review from User Profile

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4.6 out of 5 · Verified reviews from real users

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