![Michael W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael W.")
MW

Michael W.

Sales &amp; Operations Manager

Machinery

Small-Business (50 or fewer emp.)

8/22/2026

"All Our Contacts and Follow-Ups in One Place with Time-Saving Automation"

4.5/5

What do you like best about EngageBay?

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 featurre, but the ones we do use are useful for our day-to-day work. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

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

I think the initial setup could be 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 problems is EngageBay solving and how is that benefiting you?

The main problem it has helped us with is keeping track of enquires and follow-ups. When things are handled through emails and different places, it is easy for something to get missed, particularly when we are busy.

With EngageBay, we hae a better view of our contacts and where things stand. I can see what needs attention and keep track of follow-ups without having to keep everything in my head.

It hasn't completely changed the way we work, but it has made the process more organized and taken some of the repetitive work off our plate. 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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