What is Marketing Automation Software?

Marketing automation software allows companies to optimize their marketing strategy by automating marketing tasks such as email marketing, social media posts, and lead generation. The automation of these tasks is made possible by creating an automation workflow. A workflow serves as the path that triggers one marketing task after another. An example of this would be when a new customer creates an account on your website, which triggers a welcome email to be sent out to them. Once that welcome email is triggered, product announcement emails are sent, then sale announcement emails, and so on. Each step in the workflow is prompted automatically by a previous step, so no one has to do each step manually. The workflow can then be shaped around any marketing task, whether that is social media management, lead acquisition, or A/B testing. With this in mind, marketing automation software is not a one-off function that can be automated for years on end. Workflows must be manually updated so the marketing material remains relevant and engaging for customers. While the actual function of email marketing can be automated, the content of the email must be updated with current offerings, company updates, or other relevant information. Key Benefits of Marketing Automation Software Measure campaigns to optimize, justify, and prioritize initiatives Reduce time spent administering marketing programs and completing tasks Improve close rates with timely and relevant engagement Boost brand and messaging consistency across campaigns and channels via templates and standards Shorten sales cycles with quicker response times Customize marketing to each customer’s needs Create scheduled and automated activities for around-the-clock engagement without manual effort

Why Use Marketing Automation Software?

Marketing automation tools allow you to spend more time focusing on creative solutions while increasing your close rate and improving the quality of your leads. This software helps develop your business and lets you focus on more pressing aspects of day-to-day functions. For starters, you will be able to reduce your staffing costs by a considerable amount; lead nurturing and marketing campaigns can be run automatically instead of manually, enabling your business to potentially send thousands of personalized emails a day without lifting a finger. This type of automation also helps your sales activity dramatically by improving your lead management and prioritization, which usually results in a better ROI. In addition, marketing automation tools hold your marketing and sales teams accountable for their performance with concrete data points, giving you the ability to adjust and improve your business strategies. Key Business Problems Solved with Marketing Automation Software Create more targeted, well-informed content Provide overall message direction based on customer data Customize messaging across a customer base Personalize messaging without manual entry Reduce staffing and labor costs

Who Uses Marketing Automation Software?

Small businesses and large enterprises alike can benefit from marketing automation software. If you are a small business, you can directly benefit from marketing automation tools without having to increase your headcount, which can be especially important for companies with a small workforce and limited hiring capital. While the initial setup requires an investment of time to customize your platform, the overall result will be a significant decrease in tedious marketing tasks and a more effective sales cycle. From a small-business perspective, it’s exceedingly important to be effective and intentional with the finite amount of resources at your disposal. Marketing automation tools will allow your staff to make the most out of the hours allotted to them, freeing up time for creative solutions instead of repetitive tasks. These tools can optimize your staff’s time, allowing for a more effective business strategy. Marketing teams — Marketing automation tools allow marketing teams to automate tedious tasks, organize workflows, and collect more customer data. By automating marketing tasks like email marketing, lead generation, and digital advertising, marketing teams save plenty of time and are able to focus more time on analyzing their data. Spending more time with this data results in a more effective marketing strategy. Sales teams — Marketing automation software allows sales teams to leverage marketing data to identify qualified leads, analyze customer sentiment, and establish better communication with customers. When sales teams understand what leads have expressed a major interest in the product, they can reach out to customers based on actual data and turn cold calls into warm calls. With marketing automation data, sales teams can also be notified when the best time is to reach out to their leads. If leads are on a pricing page, this can trigger an alert to a sales rep to reach out to that lead and talk them through the product offering. Content managers — Content managers can use marketing automation software to automate the content publishing process. This allows content marketing teams to schedule posts for the most effective times during the day, which can drive more visibility for their content.

Page 5 | Best Marketing Automation Software: User Reviews from October 2026

Dashly

Dashly is a conversational marketing platform. It helps over 700 SaaS and EdTech companies grow conversions and revenue by turning each interaction with clients into a person-to-person conversation. Put it on another level with call scheduling and video calls. With proactive messaging, a chatbot, and pop-up windows you can generate more leads and qualify them. The leads are collected in eCRM and segmented - that's how you start email marketing. Manage both manual and triggered communication - these are available with live chat messages, pop-up windows and emails. Features: - Capture leads using chatbot made in easy-to-use Chatbot Builder; - Store and manage them in eCRM; - Track your visitors' actions; - Make the best offers using pop-up; - Integrate with your favorite services; - Have all visitors' messages in one admin panel; - Respond your visitors in Live chat for perfect support; - Increase conversions with triggered emails; - Analyze your performance building funnels.

Average Rating: 4.7/5.0

Total Reviews: 66

How Do G2 Users Rate Dashly?

Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
Customization : 9.0/10 (Category avg: 8.4/10)
Performance and Reliability: 9.0/10 (Category avg: 8.7/10)
Workflow Capability: 9.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Dashly?

Seller: Dashly
Year Founded: 2018
HQ Location: Wilmington, Delaware
Twitter: @dashly
39 Twitter followers
LinkedIn® Page: www.linkedin.com
28 employees on LinkedIn®

Who Uses This Product?

Who Uses This: CEO
Top Industries: Marketing and Advertising, Computer Software
Company Size: 90% Small, 10% Medium

What Do G2 Reviewers Say About Dashly?

AI-generated summary from verified user reviews

Pros

Users praise the speed of automation in Dashly, enabling quick bot setup and efficient lead management.
Users value the automation efficiency of Dashly, enabling quick setup for bots and smooth lead data collection.
Users value the automation features of Dashly for quickly setting up bots and managing user interactions effectively.
Users value the responsive support from Dashly, enhancing marketing metrics and providing effective solutions for user queries.
Users love the user-friendly interface of Dashly, noting its effectiveness in boosting marketing metrics and revenue.

Cons

Users find the interface not intuitive, but customer support assists in navigating and customizing the setup effectively.
Users struggle with deletion issues in Dashly, finding solutions difficult and experiencing frequent bugs.
Users face editing difficulties with Dashly, struggling to resolve issues independently and dealing with past bugs.
Users report email deliverability issues with Dashly, leading to negative experiences with newsletter functionality.
Users often face error issues with Dashly, making it challenging to resolve problems independently.

What Are Recent G2 Reviews of Dashly?

"A chatbot for automatically answering simple questions from users about your site"

Rating: 5.0/5.0 stars

— Sabina V.

Best Marketing Automation Software - Page 5

How Many Marketing Automation Software Products Does G2 Track?

Category Stats (Oct 2026)

How Does G2 Rank Marketing Automation Software Products?

G2 Grid® for Marketing Automation Software

How Do G2 Users Rate Dashly?

Who Is the Company Behind Dashly?

Who Uses This Product?

What Do G2 Reviewers Say About Dashly?

Pros

Cons

What Are Recent G2 Reviews of Dashly?

What Are G2 Users Discussing About Dashly?

How Do G2 Users Rate Ometria?

Who Is the Company Behind Ometria?

Who Uses This Product?

What Do G2 Reviewers Say About Ometria?

Pros

Cons

What Are Recent G2 Reviews of Ometria?

What Are G2 Users Discussing About Ometria?

How Do G2 Users Rate Sailthru by Marigold?

Who Is the Company Behind Sailthru by Marigold?

Who Uses This Product?

What Do G2 Reviewers Say About Sailthru by Marigold?

Pros

Cons

What Are Recent G2 Reviews of Sailthru by Marigold?

What Are G2 Users Discussing About Sailthru by Marigold?

AI can help you find the answers. G2 helps you trust them.

How Do G2 Users Rate Revotas?

Who Is the Company Behind Revotas?

Who Uses This Product?

What Do G2 Reviewers Say About Revotas?

Pros

Cons

What Are Recent G2 Reviews of Revotas?

How Do G2 Users Rate emfluence Marketing Platform?

Who Is the Company Behind emfluence Marketing Platform?

Who Uses This Product?

What Are Recent G2 Reviews of emfluence Marketing Platform?

What Are G2 Users Discussing About emfluence Marketing Platform?

How Do G2 Users Rate ActiveTrail?

Who Is the Company Behind ActiveTrail?

Who Uses This Product?

What Do G2 Reviewers Say About ActiveTrail?

Pros

Cons

What Are Recent G2 Reviews of ActiveTrail?

What Are G2 Users Discussing About ActiveTrail?

How Do G2 Users Rate Sales Snap?

Who Is the Company Behind Sales Snap?

Who Uses This Product?

What Do G2 Reviewers Say About Sales Snap?

Pros

Cons

What Are Recent G2 Reviews of Sales Snap?

How Do G2 Users Rate Drip?

Who Is the Company Behind Drip?

Who Uses This Product?

What Do G2 Reviewers Say About Drip?

Pros

Cons

What Are Recent G2 Reviews of Drip?

What Are G2 Users Discussing About Drip?

How Do G2 Users Rate Act-On?

Who Is the Company Behind Act-On?

Who Uses This Product?

What Do G2 Reviewers Say About Act-On?

Pros

Cons

What Are Recent G2 Reviews of Act-On?

How Do G2 Users Rate OptiPub?

Who Is the Company Behind OptiPub?

Who Uses This Product?

What Do G2 Reviewers Say About OptiPub?

Pros

Cons

What Are Recent G2 Reviews of OptiPub?

How Do G2 Users Rate Cordial?