G2

Terri S.

Client Coordinator

Management Consulting

Mid-Market (51-1000 emp.)

9/17/2026

"Powerful Email Tracking and Automation That Makes Follow-Ups Effortless"

4.5/5

What do you like best about EngageBay?

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. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

There are quite a lot of options in the platform, so it took me some time to get comfortable with the automation setup. Some parts of the interface can also feel a little busy when you're trying to find a particular setting. It is most difficult to find out at what stage a contact is in the automation. Review collected by and hosted on G2.com.

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

The biggest problem it solves for us is knowing what happens after we send an email. Instead of sending an email and just waiting for a reply, we can see whether it was opened or whether someone clicked on a link and then use that activity for the next step.

The ability to build automations around those actions is what makes it particularly useful for us. It reduces a lot of manual follow-up and helps us focus our time on the conversations that actually need attention. Review collected by and hosted on G2.com.