G2

Beth C.

Client Relationship Executive

Small-Business (50 or fewer emp.)

9/22/2026

"EngageBay Makes Follow-Ups Easy with Clear Contact History"

4.5/5

What do you like best about EngageBay?

EngageBay has made it much easier for me to keep track of the people I need to follow up with. I like that I can open a contact and quickly see what I’ve already discussed with them, instead of trying to remember everything from our last conversation. It’s become something I check regularly as part of my workload. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

It took me a little while to get used to the platform. There are quite a few options, and I didn’t need all of them, so it took some trial and error to figure out which features were actually useful for me. Review collected by and hosted on G2.com.

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

Before using EngageBay, it was easy for follow-ups to get buried in emails or notes. Having the conversation and contract details together gives me a much better idea of what I’ve already done and what I need to do next. It’s a small thing, but it makes my daily follow-up work feel much more manageable. Review collected by and hosted on G2.com.