For me, the contact management is probably one of the most useful parts of EngageBay. We have a quite a few contacts and it's much easier having everything in one place instead of maintaining separate excel sheets.

I use lists quite often to keep contacts separated based on what we need at the time. Smart lists are handy because I don't have to keep going back and updting them manually when a contact matches the conditions. I also use tags and custom fields when I need a little more control over how contacts are organized.

I like that I can open a contact and quickly see the information and previous activity. It saves me from having to remember where a particular conversation or detail was. Review collected by and hosted on G2.com.

It look me a little while to get comfortable with some of the lists filters and options. Once I understood how they worked, it wasn't really an issue. Review collected by and hosted on G2.com.