G2

Tim B.

Marketing Director

Information Technology and Services

Mid-Market (51-1000 emp.)

9/23/2026

"Lead Scoring and Email Tracking That Make Follow-Ups Effortless"

4.5/5

What do you like best about EngageBay?

The lead scoring and email tracking are the features I find most useful. In our business, we deal with a lot of leads, so it helps to know who is actually showing interest.

I like being able to see when someone opens an email or clicks on a link. We can assign scores to those activities, which gives us a better idea of which leads are worth following up with the first. It's much easier than trying to keep track of everything manually.

The follow-up part is also helpful. Once a lead reaches a certain level of engagement, we can plan the next follow-up instead of letting the lead get lost in the list. I also like having the lead activity in one place, so when we come back to lead, we have some context about what they've done previously. Review collected by and hosted on G2.com.

What do you dislike about EngageBay?

It took me a little while to get comfortable with all the options. There are quite a few settings around scoring and automation, so initially I had to spend some time figuring out what worked best for our process. Review collected by and hosted on G2.com.

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

For us, it mainly helps with keeping track of lead engagement and follow-ups. Before, it was easy to miss a follow-up or spend too much time on leads that weren't really engaging.

Now we can use email opens, clicks and other activities to assign scores and get a better sense of where a lead stands. It doesn't replace the actual follow-up work, but it makes it clear to decide who we should contact and when. That's probably the biggest benefit for our team. Review collected by and hosted on G2.com.