# Best Marketing Automation Software - Page 11

## How Many Marketing Automation Software Products Does G2 Track?

**Total Products under this Category:** 508

### Category Stats (Aug 2026)

- **Average Rating:** 4.41/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** OptifiNow (+16.67%) - Among all products in this category, OptifiNow recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Marketing Automation Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 93,000+ Authentic Reviews
- 508+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Marketing Automation Software
 ![G2 Grid® for Marketing Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/marketing-automation/grids.png?focus%5B%5D=364&focus%5B%5D=43119&focus%5B%5D=1934&focus%5B%5D=20732&focus%5B%5D=22329&focus%5B%5D=88175&focus%5B%5D=3644&focus%5B%5D=18316)

Highlighted products: HubSpot Marketing Hub, Insider One, ActiveCampaign, Braze, Klaviyo, Attentive, Omnisend, and Customer.io.

Underlying data: [Grid® JSON](https://www.g2.com/categories/marketing-automation/grids.json?focus%5B%5D=hubspot-marketing-hub&focus%5B%5D=insider-one&focus%5B%5D=activecampaign&focus%5B%5D=braze&focus%5B%5D=klaviyo&focus%5B%5D=attentive&focus%5B%5D=omnisend&focus%5B%5D=customer-io)

**Sponsored**

### Malbek

Malbek is a comprehensive contract lifecycle management (CLM) solution designed to streamline and enhance the contracting process for large enterprises and fast-growing businesses. By providing an end-to-end platform, Malbek eliminates the challenges associated with manual and disjointed contracting, allowing organizations to manage their contracts more effectively. The solution is built on a secure and scalable infrastructure, making it suitable for businesses of varying sizes and complexities. The target audience for Malbek includes legal teams, procurement departments, and business units that require efficient contract management to support their operations. With its user-friendly interface and robust features, Malbek caters to organizations looking to increase top-line revenue, improve operational efficiency, and mitigate risks associated with contract management. Specific use cases include contract creation, approval workflows, and compliance tracking, all of which are essential for maintaining control over contractual obligations and ensuring alignment with business objectives. Key features of Malbek CLM include a powerful contract repository that allows users to search and locate contracts and clauses with ease, akin to the experience of online shopping. This feature significantly reduces the time spent searching for documents, enabling users to focus on more strategic tasks. Additionally, Malbek offers modular and reusable building blocks for contract authoring, which ensures consistency and quality across all documents. Users can create and edit contracts using familiar tools such as MS Word or online editors, making the transition to Malbek seamless. Malbek also enhances the approval process with mobile capabilities and automated reminders, ensuring that contracts are tracked and approved in a timely manner. The platform imposes a superior layer of process governance, reinforcing control across the enterprise and reducing the likelihood of errors or compliance issues. By incorporating pre-approved language and terms, Malbek provides visibility into potentially risky clauses, allowing organizations to proactively manage risk and maintain compliance. Furthermore, Malbek empowers business users to create tailored solutions without the need for coding or IT intervention, redefining simplification in contract management. With out-of-the-box integrations to popular business applications such as Salesforce, Workday, Slack, and Office 365, Malbek facilitates improved collaboration among teams. This seamless flow of contract data between systems contributes to dramatically reduced contract cycle times, ultimately enhancing the overall efficiency of the contracting process.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=36&secure%5Bchosen_at%5D=2026-08-02T20%3A43%3A14Z&secure%5Bdisplayable_resource_id%5D=4&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=128660&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=128660&secure%5Bresource_id%5D=36&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmarketing-automation%3Fpage%3D11&secure%5Btoken%5D=b0f14d58480e8a92f5aecf3192d80f67e1a7f4d7e9c904ebd1502a5cea9253ba&secure%5Burl%5D=https%3A%2F%2Fhubs.li%2FQ04p_stC0&secure%5Burl_type%5D=custom_url)

### [Mautic](https://www.g2.com/products/mautic-mautic/reviews)

Mautic is an open source cross-channel campaign management software solution designed to enable users to build email, nurture campaigns, personalize messages, execute A/B tests, and measure results. The open source product is community supported.

**Average Rating:** 4.6/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate Mautic?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.0/10)
- **Customization :** 8.8/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Mautic?

- **Seller:** [Mautic](https://www.g2.com/sellers/mautic)
- **Year Founded:** 2014
- **HQ Location:** Medford, MA
- **Twitter:** @MauticCommunity  
3,125 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6fb48e4361284ff5a3be32b602a0b40b7ef379cd936a02e3a18025fcee74f69a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3837477%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 73% Small, 9% Medium

#### What Are Recent G2 Reviews of Mautic?

**["the most complete option I have found"](https://www.g2.com/survey_responses/mautic-review-10471156)**

**Rating:** 4.5/5.0 stars

_— johan m._

[Read full review](https://www.g2.com/survey_responses/mautic-review-10471156)

**["Versatile Marketing Automation with Mautic, User-Friendly"](https://www.g2.com/survey_responses/mautic-review-12721969)**

**Rating:** 4.5/5.0 stars

_— Dimitrios K._

[Read full review](https://www.g2.com/survey_responses/mautic-review-12721969)

### [Rule](https://www.g2.com/products/rule/reviews)

Rule is a leading Swedish SaaS platform in the Marketing Automation and Customer Engagement software categories. Built for marketing teams, CRM professionals, and growth-focused organizations, Rule enables companies to create personalized, automated customer journeys across channels like Email, SMS, RCS, and Social Media. Designed to support businesses of all sizes, Rule makes it easy to automate and personalize communication throughout the entire customer lifecycle. All from the onboarding and conversion to the retention and re-engagement. With advanced segmentation, trigger-based workflows, and data-driven targeting, Rule empowers teams to deliver the right message at the right time. Founded in 2007, Rule has grown into a trusted platform for both small businesses and global enterprises across a wide range of industries. Its strengths lie in ease of use, scalability, and deep integration capabilities with CRM systems, e-commerce platforms, and other essential tools. Rule helps marketing and CX teams unify their communication strategy, improve engagement metrics, and increase digital revenue through smart, automated workflows. Whether you're looking to streamline operations or scale your efforts, Rule offers the flexibility and features needed to meet your goals. With Rule, no business is too small, too large, or too complex. We’re here to support your growth, one personalized customer journey at a time. - Omnichannel Campaign Management: Create and manage automated, personalized campaigns across Email, SMS, RCS, and Social Channels, all in one unified platform. - Data-Driven Personalization & Segmentation: Use customer data and behavior to trigger timely, relevant messages that drive engagement and conversions. - Powerful Integrations & API Access: Seamlessly connect Rule to your CRM, e-commerce platform, or data warehouse for streamlined workflows. - Scalable Marketing Automation: From growing startups to enterprise organizations, Rule adapts to your business complexity, no matter the size. - Privacy-First by Design: Built and hosted in Sweden, Rule is GDPR-compliant and trusted by companies that prioritize data security and privacy.

**Average Rating:** 4.6/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Rule?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Customization :** 9.2/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.4/10 (Category avg: 8.7/10)
- **Workflow Capability:** 9.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Rule?

- **Seller:** [Rule Communication](https://www.g2.com/sellers/rule-communication)
- **Company Website:** www.rule.se
- **Year Founded:** 2007
- **HQ Location:** Stockholm, SE
- **Twitter:** @RuleCom  
237 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03226bb888ec7d3bf6ab0d249849e593dc80a1e9714f7f860c1dde9de999bdae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frulecom%2F%3ForiginalSubdomain%3Dse&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 40% Medium

#### What Do G2 Reviewers Say About Rule?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Rule, appreciating its streamlined setup and intuitive design for efficient operations.
- Users find the **implementation process seamless** , enabling quick setup without extensive IT resources for efficient operations.
- Users value Rule's **CCPA/TCPA-compliant data unification** and flexibility, enhancing their marketing efficiency and insights.
- Users value the **responsive and knowledgeable team** at Rule, ensuring effective support and successful outcomes for their projects.
- Users highlight the **easy integration** of Rule, enabling swift setup and seamless connections with existing systems.

##### Cons

- Users face **integration issues** with Rule, as it lacks support for state-level privacy rule customization, risking non-compliance.
- Users are frustrated by the **lack of integrations** in Rule, making state-specific compliance challenging and cumbersome.
- Users find the **lack of state-level privacy rule customization** in Rule frustrating, complicating compliance management.
- Users find the **limited features** of Rule frustrating, especially its lack of state-specific compliance options for privacy laws.
- Users are frustrated by Rule's **lack of state-level privacy rule customization** , complicating compliance with local regulations.

#### What Are Recent G2 Reviews of Rule?

**["Powerful Marketing Automation, Easy to Use"](https://www.g2.com/survey_responses/rule-review-12445957)**

**Rating:** 4.0/5.0 stars

_— Marina M._

[Read full review](https://www.g2.com/survey_responses/rule-review-12445957)

**["Streamlined CCPA Compliance, Needs State-Level Adjustments"](https://www.g2.com/survey_responses/rule-review-12299300)**

**Rating:** 4.0/5.0 stars

_— Bailey C._

[Read full review](https://www.g2.com/survey_responses/rule-review-12299300)

#### What Are G2 Users Discussing About Rule?

- [What is Rule used for?](https://www.g2.com/discussions/what-is-rule-used-for)

### [Kartra](https://www.g2.com/products/kartra/reviews)

Kartra is the all-in-one business platform for experienced creators, coaches, and experts to monetize their knowledge and services online. The platform includes everything you need to market and sell digital products–like email marketing, membership sites, pages, and checkouts. Forecast, automate, and optimize your sales with A/B testing, Funnel Simulator, and Real-Time Funnel Analytics.

**Average Rating:** 3.9/5.0

**Total Reviews:** 61

#### How Do G2 Users Rate Kartra?

- **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.0/10)
- **Customization :** 5.4/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.2/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Kartra?

- **Seller:** [Genesis Digital](https://www.g2.com/sellers/genesis-digital-53b4178b-7793-40cd-ade8-dfce06593b87)
- **Year Founded:** 2013
- **HQ Location:** Las Vegas, NV
- **Twitter:** @genn\_digital  
489 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ff760d219cfe74a8b4ba45d747c176aae5fcf86366c0c03fa29c2d64fb53f5b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7943001%2F&secure%5Burl_type%5D=linkedin_company_website)  
104 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
- **Company Size:** 94% Small, 11% Medium

#### What Do G2 Reviewers Say About Kartra?

_AI-generated summary from verified user reviews_

##### Pros

- Users love Kartra's **affordability** , especially appreciating the excellent customer support and user-friendly interface.
- Users praise the **excellent customer support** of Kartra, highlighting its value at an affordable price.
- Users appreciate the **user-friendly interface** of Kartra, making it easy to manage their social presence efficiently.
- Users value the **excellent customer support** of Kartra, appreciating its affordability and user-friendly interface.
- Users commend the **user-friendly interface** of Kartra, enhancing their experience in managing social presence effectively.

##### Cons

- Users find **mobile app limitations** in Kartra frustrating, impacting their ability to manage tasks on the go.
- Users find the **mobile app limitations** of Kartra frustrating, affecting their overall usage and experience.
- Users express concern over the **mobile app limitations** of Kartra, affecting usability on the go.
- Users note the **mobile app limitations** of Kartra, wishing for enhancements to improve usability on mobile devices.
- Users are frustrated by the **mobile app limitations** of Kartra, which hinder their overall experience and functionality.

#### What Are Recent G2 Reviews of Kartra?

**["Kartra finally killed my frankenstack"](https://www.g2.com/survey_responses/kartra-review-12811459)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/kartra-review-12811459)

**["Simplified My Marketing Needs, But Slow Page Loads"](https://www.g2.com/survey_responses/kartra-review-12682823)**

**Rating:** 4.0/5.0 stars

_— ROHIT Y._

[Read full review](https://www.g2.com/survey_responses/kartra-review-12682823)

#### What Are G2 Users Discussing About Kartra?

- [What is Kartra used for?](https://www.g2.com/discussions/kartra-what-is-kartra-used-for)
- [What is Kartra agency?](https://www.g2.com/discussions/what-is-kartra-agency)
- [Does Kartra have a CRM?](https://www.g2.com/discussions/does-kartra-have-a-crm) - 1 comment
- [What does Kartra cost?](https://www.g2.com/discussions/what-does-kartra-cost) - 1 comment
- [What is Kartra used for?](https://www.g2.com/discussions/what-is-kartra-used-for) - 1 comment

### [Agile CRM](https://www.g2.com/products/agile-crm/reviews)

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: - Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor - Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity - Enable multi channel communication with the ability to call or email or tweet to a contact from the same page - Monitor customer behavior and get real time alerts for customer activity - Manage helpdesk tickets with all of the customers history in one place - Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically - See customer data from various other business apps on one page using extensive integrations

**Average Rating:** 4.0/5.0

**Total Reviews:** 364

#### How Do G2 Users Rate Agile CRM?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.0/10)
- **Customization :** 8.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Agile CRM?

- **Seller:** [Agile CRM](https://www.g2.com/sellers/agile-crm)
- **Year Founded:** 2013
- **HQ Location:** Dallas, TX
- **Twitter:** @agilecrm  
6,703 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=950aac5412fef4aabd033ca9c15656ea4211d6efdc51f99e8ed9f83b6277cf42&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3156418%2F&secure%5Burl_type%5D=linkedin_company_website)  
103 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 76% Small, 16% Medium

#### What Do G2 Reviewers Say About Agile CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Agile CRM, finding it efficient and practical for managing sales pipelines.
- Users value the **effective consolidation** of tools in Agile CRM, enhancing productivity and affordability for small teams.
- Users appreciate the **all-in-one toolset** of Agile CRM, benefiting from effective management and automation capabilities.
- Users value the **affordability** of Agile CRM, praising its effective all-in-one tools for small businesses.
- Users value the **effective automation** features of Agile CRM, enhancing efficiency for small and mid-sized teams.

##### Cons

- Users find the **interface not intuitive** , making navigation and using advanced features more challenging than expected.
- Users express frustration over **poor customer support** , citing slow response times and unhelpful assistance as major issues.
- Users report a **difficult user interface** that feels outdated and lacks the polish of competitors, hindering ease of use.
- Users experience **slow loading** times with Agile CRM, hindering productivity, especially with larger datasets.
- Users find Agile CRM's interface clean but note **interface issues** that hinder engagement and clarity compared to competitors.

#### What Are Recent G2 Reviews of Agile CRM?

**["All-in-One Customer & Task Tracking with Agile CRM"](https://www.g2.com/survey_responses/agile-crm-review-12835599)**

**Rating:** 5.0/5.0 stars

_— Saman H._

[Read full review](https://www.g2.com/survey_responses/agile-crm-review-12835599)

**["Streamlined Compliance and Coordination for Aerospace"](https://www.g2.com/survey_responses/agile-crm-review-12964314)**

**Rating:** 4.0/5.0 stars

_— Alvi N._

[Read full review](https://www.g2.com/survey_responses/agile-crm-review-12964314)

#### What Are G2 Users Discussing About Agile CRM?

- [What is Agile CRM used for?](https://www.g2.com/discussions/what-is-agile-crm-used-for) - 1 comment
- [Is agile CRM free?](https://www.g2.com/discussions/is-agile-crm-free)
- [What are the major components of CRM?](https://www.g2.com/discussions/what-are-the-major-components-of-crm)
- [How does agile CRM work?](https://www.g2.com/discussions/how-does-agile-crm-work)
- [What are some features of CRM?](https://www.g2.com/discussions/agile-crm-what-are-some-features-of-crm)

### [Freshmarketer](https://www.g2.com/products/freshworks-freshmarketer/reviews)

Freshmarketer helps marketing teams deliver more personalized customer experiences at every touchpoint across their lifecycle. Get insights into your audience’s behavior and engagement to create unique buyer experiences. You can automate conversations with website visitors using AI chatbots, segment contacts into lists, create targeted personalized email campaigns using journeys, and nurture customers to keep coming back. With powerful campaigns analytics in Freshmarketer, you gain insights on opens, clicks, and responses to improve engagement and generate quality leads for sales teams. Also, the self-serve landing page builder and native CRO help to accelerate lead generation and conversion. If you need to build a better partnership between marketing and sales, Freshsales Suite provides an all-in-one solution. It brings sales force automation, marketing automation, chat, and telephony together so that you can organize customer information and engagement in one central location. Marketing teams better understand who they are marketing to, and sales teams know who they’re selling to.

**Average Rating:** 4.1/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Freshmarketer?

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

#### Who Is the Company Behind Freshmarketer?

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc  
19,020 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,505 employees on LinkedIn®
- **Ownership:** NASDAQ: FRSH

#### Who Uses This Product?

- **Company Size:** 47% Small, 35% Medium

#### What Do G2 Reviewers Say About Freshmarketer?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive visual journey builder** that enhances alignment between marketing and sales teams through CRM integration.
- Users value the **automation efficiency** of Freshmarketer, enhancing collaboration between sales and marketing through CRM integration.
- Users appreciate the **intuitive visual journey builder** that connects marketing campaigns with CRM data, enhancing team alignment.
- Users value the **CRM integration** in Freshmarketer, facilitating better alignment between sales and marketing teams.
- Users find the **ease of use** of Freshmarketer's visual journey builder enhances collaboration between sales and marketing teams.

##### Cons

- Users find the **analytics and reporting features limited** in Freshmarketer, especially when compared to more advanced platforms.
- Users find the **analytics and reporting features limited** , especially when compared to more established platforms.
- Users find Freshmarketer’s **analytics and reporting features limited** compared to more advanced platforms, impacting their overall experience.
- Users find the **analytics and reporting features limited** in Freshmarketer compared to more established platforms.
- Users find the **analytics and reporting features** of Freshmarketer somewhat limited compared to more established platforms.

#### What Are Recent G2 Reviews of Freshmarketer?

**["Freshmarketer Review"](https://www.g2.com/survey_responses/freshmarketer-review-8519888)**

**Rating:** 4.0/5.0 stars

_— Rumshaa Y._

[Read full review](https://www.g2.com/survey_responses/freshmarketer-review-8519888)

**["Smart, Efficient, and Budget-friendly CRM system"](https://www.g2.com/survey_responses/freshmarketer-review-9941094)**

**Rating:** 5.0/5.0 stars

_— Verified User in Cosmetics_

[Read full review](https://www.g2.com/survey_responses/freshmarketer-review-9941094)

### [Kizen](https://www.g2.com/products/kizen/reviews)

Kizen is a leading AI platform for the future of work, redefining how people and AI seamlessly move and improve as one. Founded on the principle that technology should make work more meaningful, Kizen creates AI systems and assistants that learn, adapt, and improve over time, just like the people who use them. Today, Kizen powers millions of mission-critical experiences for leading organizations in highly regulated industries like insurance, healthcare, and financial services. We help companies realize the AI opportunity by delivering production-ready AI assistants for their teams. It molds to your unique business set-up and keeps your teams in charge and performing at their best. The result: up to 4-8x productivity and climbing across regulated fields.

**Average Rating:** 4.4/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Kizen?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.0/10)
- **Customization :** 8.3/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Kizen?

- **Seller:** [KIZEN](https://www.g2.com/sellers/kizen)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c2244e4e1eea36e72bcbb0e0a2c00a426f6c74df20ff6c4648fb3857e3361e2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F27108240%2F&secure%5Burl_type%5D=linkedin_company_website)  
91 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 54% Small, 31% Medium

#### What Do G2 Reviewers Say About Kizen?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Kizen, which simplifies workflow automation and centralizes essential customer data effortlessly.
- Users value the **seamless automation** capabilities of Kizen, enhancing workflow efficiency and simplifying customer engagement processes.
- Users appreciate Kizen's **automation efficiency** , streamlining workflows and centralizing customer data for enhanced productivity.
- Users appreciate the **automation features** of Kizen, which streamline workflows and reduce manual workloads effectively.
- Users value the **powerful automation features** of Kizen that simplify workflows and improve overall efficiency.

##### Cons

- Users find the **advanced configurations limiting** and struggle with making deeper adjustments effectively.
- Users find the **limited native integrations** with third-party tools hinder their desired seamless workflow.
- Users feel that **access restrictions** in Kizen limit advanced configurations, making deeper adjustments difficult and frustrating.
- Users find the **complex features** of Kizen can be limiting and challenging to navigate for deeper adjustments.
- Users find **feature limitations** in Kizen, making advanced configurations and deeper adjustments challenging to implement.

#### What Are Recent G2 Reviews of Kizen?

**["All-in-One CRM That Keeps Sales, Contacts, and Follow-Ups Organized"](https://www.g2.com/survey_responses/kizen-review-12727389)**

**Rating:** 4.0/5.0 stars

_— Nicole A._

[Read full review](https://www.g2.com/survey_responses/kizen-review-12727389)

**["Intuitive, High-Performance Automation With Seamless Integrations"](https://www.g2.com/survey_responses/kizen-review-12785032)**

**Rating:** 4.5/5.0 stars

_— talha a._

[Read full review](https://www.g2.com/survey_responses/kizen-review-12785032)

#### What Are G2 Users Discussing About Kizen?

- [What is Kizen used for?](https://www.g2.com/discussions/what-is-kizen-used-for)

### [MessageGears Platform](https://www.g2.com/products/messagegears-platform/reviews)

MessageGears is a warehouse-native data activation and engagement platform built for scale. We empower brands to leverage their entire enterprise dataset for seamless communication across multiple channels, including email, SMS, mobile, and hundreds of third-party destinations. Our mission is to facilitate efficient and secure data access without the need for moving, copying, or syncing. MessageGears’ composable approach eliminates latency, mitigates security risks, and reduces costs associated with traditional ESPs, CDPs, and marketing clouds. Leading enterprises like Expedia, Chewy, and KAYAK trust MessageGears to manage and activate their customer data across diverse tech stacks. Discover how we drive ROI at messagegears.com.

**Average Rating:** 4.1/5.0

**Total Reviews:** 97

#### How Do G2 Users Rate MessageGears Platform?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Customization :** 9.2/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind MessageGears Platform?

- **Seller:** [MessageGears](https://www.g2.com/sellers/messagegears)
- **Year Founded:** 2010
- **HQ Location:** Atlanta, GA
- **Twitter:** @MessageGears  
2,641 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=545614b5c467915046de94139653573f4d68efd30af1fc224046170024f78858&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1285261%2F&secure%5Burl_type%5D=linkedin_company_website)  
126 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 56% Medium, 24% Small

#### What Do G2 Reviewers Say About MessageGears Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of MessageGears, finding it simple to learn for all skill levels.
- Users appreciate the **robust analytics features** of MessageGears Platform, enhancing segmentation and integration capabilities seamlessly.
- Users value the **enhanced security and flexibility** in data management that MessageGears offers, integrating seamlessly with existing systems.
- Users highlight the **easy integrations** of MessageGears, enhancing their digital marketing suite seamlessly and efficiently.
- Users value the **seamless integration** of MessageGears with other platforms, enhancing their digital marketing capabilities effectively.

##### Cons

- Users find the **limited A/B testing features** inadequate, hindering their ability to conduct comprehensive experiments.
- Users report **complexity in query handling** with MessageGears, requiring more SQL knowledge than anticipated.
- Users find the **SQL requirements and lack of staging environment** more challenging than anticipated for non-developers.
- Users note a **lack of features** such as limited A/B testing tools, affecting campaign effectiveness.
- Users find the **limited testing capabilities** of MessageGears Platform frustrating, hindering effective campaign execution.

#### What Are Recent G2 Reviews of MessageGears Platform?

**["Empowers Data-Driven Email Marketing with Great Support"](https://www.g2.com/survey_responses/messagegears-platform-review-8006554)**

**Rating:** 4.0/5.0 stars

_— Susan B._

[Read full review](https://www.g2.com/survey_responses/messagegears-platform-review-8006554)

**["Easy to Use with Top-Notch Account Management and Technical Support"](https://www.g2.com/survey_responses/messagegears-platform-review-12822089)**

**Rating:** 5.0/5.0 stars

_— Verified User in Music_

[Read full review](https://www.g2.com/survey_responses/messagegears-platform-review-12822089)

#### What Are G2 Users Discussing About MessageGears Platform?

- [What is MessageGears Platform used for?](https://www.g2.com/discussions/what-is-messagegears-platform-used-for) - 1 comment

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.0/10)
- **Customization :** 6.7/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 6.7/10 (Category avg: 8.7/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

### [OutboundEngine](https://www.g2.com/products/outboundengine/reviews)

OutboundEngine helps businesses grow by making online marketing simple and easy for everyone. We create beautiful, high-impact marketing campaigns, deliver them automatically and track engagement to show who’s ready to have a conversation. Our platform strengthens relationships with customers, partners and prospects to uncover more opportunities with less work.

**Average Rating:** 3.7/5.0

**Total Reviews:** 157

#### How Do G2 Users Rate OutboundEngine?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.0/10)
- **Customization :** 6.4/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 4.8/10 (Category avg: 8.7/10)
- **Workflow Capability:** 3.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind OutboundEngine?

- **Seller:** [OutboundEngine](https://www.g2.com/sellers/outboundengine)
- **Year Founded:** 2012
- **HQ Location:** Austin, Texas
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e869c91664876e6d2ea16008f731cd8a139fcb3f7f77e74fc1d547b71797172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2699791%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Realtor, Real Estate Agent
- **Top Industries:** Real Estate, Insurance
- **Company Size:** 71% Small, 16% Medium

#### What Do G2 Reviewers Say About OutboundEngine?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation efficiency** of OutboundEngine, enhancing their marketing and reputation management effortlessly.
- Users appreciate OutboundEngine for its **automation capabilities** , enhancing reputation management and social media engagement effortlessly.
- Users value the **automation features** of OutboundEngine, enabling efficient reputation and social media management.
- Users appreciate the **ease of use** of OutboundEngine, especially the fast and straightforward initial setup process.
- Users appreciate the **easy setup** of OutboundEngine, enabling quick and efficient access to its powerful features.

##### Cons

- Users find the **high pricing** of OutboundEngine a barrier, especially without a free trial for new users.

#### What Are Recent G2 Reviews of OutboundEngine?

**["Seamless Marketing Automation, Tailored for Accounting"](https://www.g2.com/survey_responses/outboundengine-review-12883073)**

**Rating:** 4.0/5.0 stars

_— Kalkman S._

[Read full review](https://www.g2.com/survey_responses/outboundengine-review-12883073)

**["Effortless Social Media Automation for Enhanced Reputation"](https://www.g2.com/survey_responses/outboundengine-review-12291182)**

**Rating:** 4.0/5.0 stars

_— Arunodya P._

[Read full review](https://www.g2.com/survey_responses/outboundengine-review-12291182)

#### What Are G2 Users Discussing About OutboundEngine?

- [What does a strategist do?](https://www.g2.com/discussions/what-does-a-strategist-do)
- [How much does OutboundEngine cost?](https://www.g2.com/discussions/how-much-does-outboundengine-cost)
- [Is OutboundEngine worth it?](https://www.g2.com/discussions/is-outboundengine-worth-it) - 1 comment
- [What does OutboundEngine do?](https://www.g2.com/discussions/what-does-outboundengine-do) - 1 comment

### [Selligent by Marigold](https://www.g2.com/products/selligent-by-marigold/reviews)

Selligent by Marigold provides a flexible, multichannel marketing platform to enterprise organizations in retail, travel & hospitality, media & publishing, and financial services. Our robust and customizable tool can be configured to fit exact requirements and slot neatly into existing martech ecosystems. We offer local and regional support and insight across Europe, providing a collaborative approach to building your ideal marketing solution. Working with your teams wherever they are - the power of an enterprise solution with the support of a local business.

**Average Rating:** 4.0/5.0

**Total Reviews:** 33

#### How Do G2 Users Rate Selligent by Marigold?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.0/10)
- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Selligent by Marigold?

- **Seller:** [Zeta Global](https://www.g2.com/sellers/zeta-global)
- **Year Founded:** 2007
- **HQ Location:** New York, NY
- **Twitter:** @ZetaGlobal  
16,660 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=889c15a7b559a8318ba7b5379f83e230ccd77c082c1971c9b040c45186b1503b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzetaglobal%2Fposts%2F%3FfeedView%3Dall&secure%5Burl_type%5D=linkedin_company_website)  
2,991 employees on LinkedIn®
- **Ownership:** NYSE: ZETA

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 47% Medium, 31% Large

#### What Do G2 Reviewers Say About Selligent by Marigold?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **comprehensive reporting** capabilities of Selligent by Marigold, effectively meeting their analytics needs.
- Users value the **comprehensive reporting capabilities** of Selligent by Marigold, meeting most of their analytical needs.
- Users commend the **efficiency** of Selligent by Marigold, noting it meets most needs effectively and provides comprehensive reporting.
- Users value the **wide array of features** offered by Selligent, which effectively meets their diverse needs.
- Users value the **comprehensive reporting** features of Selligent by Marigold, enhancing their operational efficiency.

##### Cons

- Users feel the **access restrictions** of Selligent limit functionality, as it lacks updates and newer features.
- Users feel Selligent lacks **modern features** , as it hasn't been updated and falls short compared to newer platforms.
- Users find Selligent lacking due to its **limited features** , as it remains outdated without key updates or improvements.
- Users find Selligent by Marigold **missing key features** , as it has not been updated to compete with newer platforms.
- Users find Selligent by Marigold to be **outdated and lacking updates** , resulting in missing key features compared to newer platforms.

#### What Are Recent G2 Reviews of Selligent by Marigold?

**["Clear, Easy to Use, and Packed with Useful Features"](https://www.g2.com/survey_responses/selligent-by-marigold-review-12661766)**

**Rating:** 4.0/5.0 stars

_— Thomas K._

[Read full review](https://www.g2.com/survey_responses/selligent-by-marigold-review-12661766)

**["Selligent Marketing Cloud has helped My business to save time when sending more marketing messages"](https://www.g2.com/survey_responses/selligent-by-marigold-review-7747417)**

**Rating:** 5.0/5.0 stars

_— Isaac E._

[Read full review](https://www.g2.com/survey_responses/selligent-by-marigold-review-7747417)

#### What Are G2 Users Discussing About Selligent by Marigold?

- [What is Selligent Marketing Cloud used for?](https://www.g2.com/discussions/what-is-selligent-marketing-cloud-used-for)
- [What is included in Salesforce Marketing Cloud?](https://www.g2.com/discussions/what-is-included-in-salesforce-marketing-cloud)
- [What is StrongView?](https://www.g2.com/discussions/what-is-strongview)
- [What does Adobe Marketing Cloud do?](https://www.g2.com/discussions/what-does-adobe-marketing-cloud-do)
- [What is selligent?](https://www.g2.com/discussions/what-is-selligent)

### [GreenRope](https://www.g2.com/products/greenrope/reviews)

GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate GreenRope?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Customization :** 8.1/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind GreenRope?

- **Seller:** [GreenRope](https://www.g2.com/sellers/greenrope)
- **Year Founded:** 2008
- **HQ Location:** Solana Beach, CA
- **Twitter:** @GreenRope  
5,179 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8aebcb61e78a65ec237d0ab1bbe336c9b7d01d3ff8e92076f50bf189cc4b687&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2235385%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 16% Medium

#### What Do G2 Reviewers Say About GreenRope?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GreenRope, facilitating seamless management of CRM and marketing tasks effortlessly.
- Users value the **easy and powerful email marketing** features of GreenRope, enhancing efficiency and engagement effortlessly.
- Users value the **seamless integration** of GreenRope, greatly enhancing efficiency and productivity in managing leads and campaigns.
- Users value the **seamless automation** of GreenRope, which significantly enhances efficiency and improves conversion rates.
- Users benefit from **powerful automation features** in GreenRope that streamline workflows and enhance engagement effortlessly.

##### Cons

- Users express concerns about **missing features** in GreenRope, particularly in email control and operational tools.
- Users find that **expertise is required** to navigate GreenRope's complex features, making setup challenging for newcomers.
- Users report **feature issues** with GreenRope, including inconsistent email deliverability and limitations in the editing tools.
- Users find the **learning curve steep** , as the packed dashboard and complex features require significant time to master.
- Users feel the **limited features** of GreenRope fail to meet complex operational needs, requiring significant improvements.

#### What Are Recent G2 Reviews of GreenRope?

**["GreenRope Next Generation CRM: Powerful Real-Time Sync and Automation"](https://www.g2.com/survey_responses/greenrope-review-11821654)**

**Rating:** 4.5/5.0 stars

_— Rajesh M._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-11821654)

**["Seamlessly Integrated All-in-One CRM Solution"](https://www.g2.com/survey_responses/greenrope-review-12410603)**

**Rating:** 4.0/5.0 stars

_— Sival P._

[Read full review](https://www.g2.com/survey_responses/greenrope-review-12410603)

### [Infinito](https://www.g2.com/products/valuefirst-a-twilio-company-infinito/reviews)

A product of ValueFirst, Infinito is a platform to design multi-channel conversational journeys. With Infinito, thousands of enterprises execute campaigns on Chatbot, Email, RCS Business Messaging, SMS, Voice, and WhatsApp. Infinito enables brands to improve consumer engagement. by creating automation rules based on consumer events. This can include any interaction that a customer has with a brand, entering a customer segmentation, or even if they are at risk of churning. Infinito's drag-and-drop editor simplifies campaign creation and prevents consumers from leaving the brand. Infinito helps enterprises acquire, convert, engage, and delight users with intuitive and personalized conversational experiences. Frost&Sullivan, Gartner, IDC, and G2 have recognized Infinito.

**Average Rating:** 4.4/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Infinito?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Infinito?

- **Seller:** [ValueFirst, a Tanla company](https://www.g2.com/sellers/valuefirst-a-tanla-company)
- **Year Founded:** 2003
- **HQ Location:** Gurugram, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3334dae45acc7a601e98edc441ccd07aa377a805777f5739598721a74c9a0cb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F78574&secure%5Burl_type%5D=linkedin_company_website)  
511 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Medium, 35% Large

#### What Do G2 Reviewers Say About Infinito?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Infinito, finding it straightforward for email management and analytics.
- Users appreciate the **easy creation** of email campaigns, design templates effortlessly with ValueFirst Email's intuitive interface.
- Users appreciate the **availability of templates** in Infinito, making email campaign creation simple and efficient.
- Users value the **easy contact management** in Infinito, facilitating effective email campaigns and streamlined operations.
- Users find the **email tracking** feature invaluable for enhancing their email campaigns and understanding engagement metrics.

##### Cons

- Users note the **high price** of Infinito compared to competitors, which may limit its appeal despite some benefits.
- Users find the **limited campaign data** inadequate for effectively monitoring results and analyzing audience segments.
- Users face challenges with **segmentation issues** in Infinito, leading to ineffective targeting and poor campaign monitoring.
- Users find the **limited email template options** in Infinito to be outdated and lacking essential modern features.
- Users face **complex management** issues due to limited developer options, restricting enhancement and experimentation possibilities.

#### What Are Recent G2 Reviews of Infinito?

**["Easy Multichannel Automation with a Powerful Journey Builder"](https://www.g2.com/survey_responses/infinito-review-12739165)**

**Rating:** 5.0/5.0 stars

_— shailendra s._

[Read full review](https://www.g2.com/survey_responses/infinito-review-12739165)

**["Email marketing for businesses"](https://www.g2.com/survey_responses/infinito-review-9966073)**

**Rating:** 4.5/5.0 stars

_— Linh T._

[Read full review](https://www.g2.com/survey_responses/infinito-review-9966073)

### [BenchmarkONE](https://www.g2.com/products/benchmarkone/reviews)

Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies with an alternative solution for their small business clients. Find more revenue in your sales pipeline and prevent opportunities from falling through the cracks. Learn more with a free 15-minute discovery call today.

**Average Rating:** 4.5/5.0

**Total Reviews:** 180

#### How Do G2 Users Rate BenchmarkONE?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Customization :** 8.2/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind BenchmarkONE?

- **Seller:** [Polaris Software](https://www.g2.com/sellers/polaris-software)
- **Year Founded:** 2004
- **HQ Location:** St. Louis, MO
- **Twitter:** @BenchmarkEmail  
17,267 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ac781eaef895adc4b7a3766caa1c613230fa721f04e3522ad58894da94c0d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F834284%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 79% Small, 16% Medium

#### What Do G2 Reviewers Say About BenchmarkONE?

_AI-generated summary from verified user reviews_

##### Pros

- Users find BenchmarkONE **easy to use** , facilitating smooth tracking of contacts and efficient management of customer relationships.
- Users find the **ease of use in tracking contacts** with BenchmarkONE to be a significant advantage.
- Users value the **effective customer management** of BenchmarkONE, enhancing lead nurturing and operational efficiency.
- Users value the **easy access** of BenchmarkONE, facilitating smooth transitions and efficient customer relationship management.
- Users value the **easy setup** of BenchmarkONE, ensuring a swift and smooth transition for their businesses.

##### Cons

- Users report **call issues** with BenchmarkONE, including email and phone IDs being marked as spam affecting communications.
- Users face **email issues** with BenchmarkONE, leading to important emails landing in spam and affecting phone ID visibility.
- Users report **unreliable deliverability** with BenchmarkONE, causing emails to land in spam and affecting communication effectiveness.

#### What Are Recent G2 Reviews of BenchmarkONE?

**["BenchmarkONE: User-Friendly All-in-One CRM & Marketing Automation with Great Support"](https://www.g2.com/survey_responses/benchmarkone-review-12825567)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-12825567)

**["Effective and Easy-to-Use Automation"](https://www.g2.com/survey_responses/benchmarkone-review-13176881)**

**Rating:** 5.0/5.0 stars

_— Bryan J._

[Read full review](https://www.g2.com/survey_responses/benchmarkone-review-13176881)

#### What Are G2 Users Discussing About BenchmarkONE?

- [What is BenchmarkONE used for?](https://www.g2.com/discussions/what-is-benchmarkone-used-for)

### [Zymplify](https://www.g2.com/products/zymplify/reviews)

Zymplify is a leading Buyer Intent Activation and Intelligence Platform that transforms multi-source intent data into actionable insights. With 20 sources of validated data, Zymplify empowers businesses to predict and engage high-intent prospects at the right time in their buying journey. The platform’s intelligent activation capabilities seamlessly turn buyer signals into growth opportunities by integrating intent-driven data with sales and marketing efforts. By automating data activation and providing real-time insights, Zymplify helps teams focus on converting the most relevant opportunities, reducing acquisition costs, and driving scalable revenue.

**Average Rating:** 4.2/5.0

**Total Reviews:** 124

#### How Do G2 Users Rate Zymplify?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Customization :** 7.9/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.1/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.4/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Zymplify?

- **Seller:** [Zymplify Limited](https://www.g2.com/sellers/zymplify-limited)
- **Year Founded:** 2012
- **HQ Location:** Portstewart, Ireland
- **Twitter:** @wearezymplify  
1,475 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7f3b4240126908e0e6693720a3c5b24d232e2fcde55b852e99cbef5eb96055fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzymplify%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 75% Small, 25% Medium

#### What Do G2 Reviewers Say About Zymplify?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Zymplify, simplifying setup and management of automations effortlessly.
- Users value Zymplify for its **effective lead generation** capabilities and excellent support from knowledgeable account managers like John.
- Users value the **ease of automation setup** in Zymplify, enhancing efficiency and reducing the need for developer support.
- Users commend the **exceptional customer support** from Zymplify, especially appreciating John's helpful and knowledgeable guidance.
- Users value the **all-in-one tracking** and support from knowledgeable account managers like John for effective marketing.

##### Cons

- Users often struggle with the **steep learning curve** of Zymplify, finding it clunky and time-consuming to understand.
- Users express concerns over **missing features** , particularly in automation guidance, reporting accuracy, and customer support.
- Users experience a **steep learning curve** with Zymplify, requiring significant time to master advanced features and workflows.
- Users face a **frustrating user experience** with Zymplify, notably due to a steep learning curve and clunky interface.
- Users find Zymplify **expensive** compared to similar products, with frustrating onboarding and inadequate customer service.

#### What Are Recent G2 Reviews of Zymplify?

**["Zymplify: All-in-One B2B Lead Gen and Marketing Automation That Boosts Productivity"](https://www.g2.com/survey_responses/zymplify-review-12796859)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/zymplify-review-12796859)

**["Powerful GTM & Sales AI with 20+ Integrations and a Strong UI/UX"](https://www.g2.com/survey_responses/zymplify-review-12604859)**

**Rating:** 5.0/5.0 stars

_— Mostafa A._

[Read full review](https://www.g2.com/survey_responses/zymplify-review-12604859)

#### What Are G2 Users Discussing About Zymplify?

- [What needs improvement with Zymplify to better serve your marketing automation needs?](https://www.g2.com/discussions/what-needs-improvement-with-zymplify-to-better-serve-your-marketing-automation-needs)
- [What is Zymplify used for?](https://www.g2.com/discussions/what-is-zymplify-used-for)

### [Sugar Market](https://www.g2.com/products/sugar-market/reviews)

Sugar Market is marketing automation that helps teams create campaigns faster, engage prospects across channels, and deliver better leads to sales. Marketers can build emails, landing pages, and forms with no-code tools, then use insights to personalize outreach and predict which leads are most likely to convert. With Sugar Market, you can streamline campaign creation, improve lead quality, and prove marketing’s impact with clear reporting.

**Average Rating:** 4.2/5.0

**Total Reviews:** 216

#### How Do G2 Users Rate Sugar Market?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Customization :** 7.8/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Sugar Market?

- **Seller:** [SugarAI](https://www.g2.com/sellers/sugarai)
- **Year Founded:** 2004
- **HQ Location:** Cupertino, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e1bd8f21728ff6dc10cd57d44fb253d9aab32e296ddc23af0d3f1996bafb6e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17345%2F&secure%5Burl_type%5D=linkedin_company_website)  
570 employees on LinkedIn®
- **Phone:** +1 (408) 454-6900

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager, Director of Marketing
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 39% Small

#### What Do G2 Reviewers Say About Sugar Market?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Sugar Market, enjoying intuitive tools that simplify complex marketing tasks.
- Users appreciate the **seamless CRM integration** of Sugar Market, enhancing lead management with synchronized marketing history.
- Users appreciate the **excellent customer support** of Sugar Market, making their experience straightforward and hassle-free.
- Users appreciate the **easy setup** of Sugar Market, enhancing their experience and efficiency in marketing tasks.
- Users value the **automation efficiency** of Sugar Market, which enhances prioritization and streamlines the marketing process.

##### Cons

- Users often find the **complexity** of Sugar Market frustrating, particularly with its dated UI and steep learning curve.
- Users find the **steep learning curve** and complex UI challenging, hindering their overall experience with Sugar Market.
- Users find Sugar Market to be a **time-consuming tool** , requiring excessive clicks and causing frustration during navigation.
- Users experience **editing issues** with sluggish performance and a dated interface, complicating their workflow and efficiency.
- Users face **integration issues** with Sugar Market, finding the process complicated and sometimes problematic with other platforms.

#### What Are Recent G2 Reviews of Sugar Market?

**["Reliable CRM with Extensive Automation"](https://www.g2.com/survey_responses/sugar-market-review-12349498)**

**Rating:** 4.0/5.0 stars

_— Elmo H._

[Read full review](https://www.g2.com/survey_responses/sugar-market-review-12349498)

**["Robust Marketing Suite with Intuitive Analytics"](https://www.g2.com/survey_responses/sugar-market-review-12322952)**

**Rating:** 4.5/5.0 stars

_— AMAN K._

[Read full review](https://www.g2.com/survey_responses/sugar-market-review-12322952)

#### What Are G2 Users Discussing About Sugar Market?

- [What is Sugar Market used for?](https://www.g2.com/discussions/what-is-sugar-market-used-for)

- [‹ Prev‹ Prev](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=10#product-list)
- [1](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score#product-list)
- [2](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=2#product-list)
- …
- [7](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=7#product-list)
- [8](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=8#product-list)
- [9](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=9#product-list)
- [10](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=10#product-list)
- 11
- [12](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=12#product-list)
- [13](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=13#product-list)
- [14](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=14#product-list)
- [15](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=15#product-list)
- …
- [33](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=33#product-list)
- [34](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=34#product-list)
- [Next ›Next ›](/categories/marketing-automation?hubs_post-cta=blognavcard-marketing&hubs_signup-cta=null&hubs_signup-url=blog.hubspot.com%2525252525252Fmarketing%2525252525252Finfluencer-marketing-power&order=g2_score&page=12#product-list)

Spotlight Categories

[SMS Marketing Software](https://www.g2.com/categories/sms-marketing)

[E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection)

[CRM Software](https://www.g2.com/categories/crm)

[Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management)

[Attribution Software](https://www.g2.com/categories/attribution)

Similar Categories

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- [B2B Services Review Platforms](/categories/b2b-services-review-platforms)

- [Blogger Outreach](/categories/blogger-outreach)
- [Book Marketing Tools](/categories/book-marketing-tools)
- [Brand Intelligence](/categories/brand-intelligence)
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- [Content Curation](/categories/content-curation)
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- [Conversational Marketing](/categories/conversational-marketing)
- [Conversion Rate Optimization Tools](/categories/conversion-rate-optimization-tools)
- [Customer Data Platform (CDP)](/categories/customer-data-platform-cdp)

[Browse Marketing Automation Themes](/categories/marketing-automation/themes)

 ![Alanna Iwuh](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alanna Iwuh")
A

Researched and written by [Alanna Iwuh](https://research.g2.com/insights/author/alanna-iwuh)

Updated July 10, 2025

Marketing automation software helps businesses streamline and scale their marketing efforts by automating campaigns, workflows, or tasks across multiple channels. These platforms serve as a centralized marketing database to enable teams to create segmented, personalized, and timely marketing experiences for customers or prospects based on customer interaction data. These marketing automation tools should ideally support omnichannel marketing engagement across email, SMS, WhatsApp, social media, direct mail, digital advertising, and more.

A key component of marketing automation tools is the ability to create highly personalized journeys based on user behavior, preferences, and lifecycle stage. By leveraging dynamic content, segmentation, and behavioral triggers, marketers can tailor messages to individual users in real time. This level of personalization improves engagement and conversion rates by reaching customers through the right channel at the right time.

Marketing automation products often integrate with [customer relationship management (CRM) software](https://www.g2.com/categories/crm), [customer data platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [social media management software](https://www.g2.com/categories/social-media-mgmt), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), and [account-based orchestration platforms](https://www.g2.com/categories/account-based-orchestration-platforms). While marketing automation tools do include [email marketing](https://www.g2.com/categories/email-marketing) features, products in G2's Marketing Automation category are excluded from the Email Marketing software category, which houses tools that primarily address automation in the email channel.

To qualify for inclusion in the Marketing Automation category, a product must:

- Automate two or more of the following workflows: email, social media, SMS, and digital ads
- Provide advanced email marketing capabilities including A/B testing, spam filter testing, scheduling, segmentation, and detailed performance reporting
- Act as a central marketing database for marketing information and interactions
- Allow dynamic segmentation of marketing campaign targets
- Contact targets across multiple channels after specific actions, triggers, or periods of time
- Generate forms and landing pages to collect prospect information
- Provide analytics and reports that track the entire lifecycle of a campaign, including ties to revenue and campaign return-on-investment (ROI)
- Provide personalization features to tailor marketing campaigns based on customer behavior
- Integrate with sales or marketing software such as CRM, CDP, or e-commerce platforms
- Not be categorized in the email marketing software category — products must cater to multiple channels, including email marketing

Show More

* * *

## How Do You Choose the Right Marketing Automation Software?

### What You Should Know About Marketing Automation Software

### 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.

### Kinds of Marketing Automation Software

Marketing automation software is an umbrella term for any software that allows companies to automate or streamline their marketing efforts to improve operational efficiency and increase revenue. With this in mind, many tools that businesses use on a day-to-day basis contain marketing automation functionalities, including CRM and email marketing tools. However, while many tools provide marketing automation, these products may vary in their focus and breadth of features. Below are some of the different focuses you may find in a marketing automation solution:

**Inbound marketing automation —** Inbound marketing automation is designed for marketing teams that focus more on content management. This usually translates to teams that write blogs or post social media content to attract new customers. Within inbound marketing, some examples of tasks that can be automated include marketing analytics, reputation management, social media monitoring, and sales lead generation. The automation of these aspects frees up time for marketers to analyze the customer data and make informed decisions on how to improve marketing strategies.

**Lead management and nurturing automation —** With lead management and nurturing automation, sales teams can automate the process of acquiring and qualifying leads based on which are most likely to convert. This is particularly useful for sales teams, as users capable of setting parameters for what constitutes a qualified lead. This may be when prospective customers visit your product page three times, or it may be when they only come once. You get to decide when the automation tool triggers a sales notification that will alert sales reps to reach out to qualified leads and close a sale. With this tool, sales reps can save plenty of time by focusing on only the most qualified leads.

**Pricing automation —** E-commerce websites and online retailers can use pricing automation tools to close more sales. If a customer has come to your website and has been browsing a certain product multiple times, then it is very likely that they are considering buying that product. With pricing automation, retailers can automatically drop or raise prices based on interest or repeated product page visits. This allows retail sites to close more deals by offering customers a price point that they are willing to settle on.

**B2B (business to business) vs. B2C (business to consumer)** — Both B2B and B2C companies can experience value from using marketing automation software to send more personalized, timely, and relevant messages to consumers. B2B and B2C businesses do, however, have differing needs that must be met from this type of software. First, B2B companies have considerably longer buying cycles, and the decision process involves more steps. Additionally, B2B buying decisions are not typically made by just one individual; there are often numerous decision-makers that conduct extensive research before making a purchase. Meanwhile, B2C consumers typically make decisions on an individual basis and generally make buying decisions faster than B2B consumers. These differences impact a business’ marketing strategy, the channels in which they reach their consumers, and the types of content that get automated. Consequently, B2B and B2C companies consider marketing automation software features differently.

B2B companies leverage marketing automation software to assist in nurturing their leads throughout the sales cycle and look for features like integration into their CRM, lead scoring, and high-quality data (i.e., no duplicate contact records). B2C companies focus on the customer journey and making data-driven, predictive recommendations for products or services, typically requiring features such as retargeting, retention marketing, and personalized cart and browse abandonment messages. Since B2C companies typically experience a shorter sales cycle, personalization of their websites and messaging is of utmost importance; the marketing automation software they choose to implement typically needs to integrate with e-commerce sites. In contrast, while nurturing their leads, B2B companies use marketing automation software to send educational and event-based emails to increase brand awareness. Finally, the channels in which B2B and B2C companies reach their consumers differ. Both B2B and B2C businesses rely on email marketing, but B2C businesses often use other channels as well. That being said, they often look for marketing automation software than can support automation with other channels, including SMS, push notifications, and social media messaging.

### Marketing Automation Software Features

**Email marketing —** One of the main functions of marketing automation software is the automation of email marketing. For example, once a customer signs up for your company’s newsletter, marketing automation takes over and can start sending out email marketing campaigns based on events, online activities, and lead scores. Email marketing functions also automate the personalization and branding of marketing emails. This way, each email that gets sent out is a personally addressed letter to whomever signed up for your newsletter.

A final important function of email marketing automation is managing email deliverability.This ensures inbox delivery and includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This way, businesses can focus on analytics and profit rather than manually attending to every customer need.

**Social media marketing —** Marketing automation software allows businesses to automate the process of managing a social media campaign, which can increase customer engagement and visibility for your brand or product. With automation tools, you can schedule automated posts such as polls, sweepstakes, and referral programs. Then, marketing automation software can evaluate the customer sentiment of your posts by measuring likes, comments, replies, and retweets. Not only does this help raise brand awareness, but it also allows users to see how their brand is being perceived.

**Lead management —** Using marketing automation software to manage leads is one of the most effective ways to attract new customers. With lead scoring and grading features, marketing automation software can automatically qualify and score leads based on demographics, as well as prospect online behaviors like recency and frequency. Additionally, businesses can automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and predefined campaign steps. Automated [behavior tracking](https://www.g2.com/categories/marketing-automation?filters%5Bverified_features%5D%5B%5D=108&utf8=%E2%9C%93) then tracks which emails a prospect opens and clicks, what web pages they visit, and what keywords they use. All of these lead management tools allow businesses to collect and analyze prospect data without having to do the leg work of manually assessing each customer lead.

**Advertising automation —** Marketing automation tools can lead customers down the sales funnel by automating when leads see certain advertisements. If customers are revisiting a product page multiple times, this triggers your marketing automation software to present the customer with product advertisements based on where they are in the sales funnel. If they are strongly considering buying the product, then this might trigger a sales advertisement, or if they have been looking at competing products then this might also trigger an advertisement from your website. This helps to keep your product visible so customers always consider purchasing your product, even when they are considering another product as well.

**Workflow management —** Workflow management automates a process that typically requires intervention by several different users due to its series of steps. Administrators can write rules to determine who, and when, a user needs to complete a step. This also includes notification of users when they need to take action, which creates one fluid workflow that is meant to lead customers through the sales funnel, all the way from awareness to purchase.

**Mobile marketing —** To supplement both email and social media marketing, marketing automation tools also have the capability of automating mobile marketing. Users can communicate with customers by sending out push notifications, wearable device notifications, or Apple Wallet and Google Pay notifications. This way, even when apps or websites aren’t open, you can still send mobile notifications so customers are alerted with sale alerts, product announcements, new features, etc.

Many marketing automation software tools will also offer the following features: 

- [Social media engagement capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-engagement)
- [Social media advertising capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-advertising)
- [Event/webinar marketing capabilities](https://www.g2.com/categories/marketing-automation/f/event-webinar-marketing)
- [Search tracking and optimization capabilities](https://www.g2.com/categories/marketing-automation/f/search-tracking-and-optimization)
- [SEO/keyword analytics capabilities](https://www.g2.com/categories/marketing-automation/f/seo-keyword-analytics)
- [Social listening capabilities](https://www.g2.com/categories/marketing-automation/f/social-listening)
- [Budgeting capabilities](https://www.g2.com/categories/marketing-automation/f/budgeting)
- [B2B capabilities](https://www.g2.com/categories/marketing-automation/f/b2b)
- [B2C capabilities](https://www.g2.com/categories/marketing-automation/f/b2c)
- [Online Behavior Tracking capabilities](https://www.g2.com/categories/marketing-automation/f/online-behavior-tracking)

### Trends Related to Marketing Automation Software

**Interactive email marketing —** Email marketing is one of the most-used features in marketing automation software. Although marketers can reach a wide scope of customers by automating thousands of promotional emails, most of those emails don’t provide any brand interaction or personalized content. With this in mind, email marketers are looking to make more personalized and interactive media content in each email. This may include animated GIFs, promotional videos, games, quizzes, etc.

### Potential Issues with Marketing Automation Software

**Over-automating —** One of the common pitfalls of using marketing automation software is over-automation, when companies fall under the misconception that marketing automation software is a fix-it-all solution that you can “set and forget." Marketing automation, like many other innovative technologies, works better with human expertise and management. This means consistently monitoring workflow automation in order to reflect new offerings from your business.

### Software and Services Related to Marketing Automation Software

[**CRM**](https://www.g2.com/categories/crm) **—** Retaining and developing relationships with new and old customers is paramount for any growing business. As such, it’s important that your marketing automation tool integrates with a CRM. By integrating these two together, you can have a one-stop shop for marketing analysis and customer data. Not only can you view customer information such as name, address, and company info, but you can also view important marketing information such as which pages they visit, the duration of those visits, and which products they are most interested in. Furthermore, since marketing automation software automatically scores leads based on how likely they are to convert into a customer, it’s important to have your leads and customer information in one place so sales and marketing teams can team up on strategizing how to close a sale. Aside from closing new deals, marketing automation can also reignite interest in old customers by sending out drip email campaigns. If your marketing automation software is integrated with your CRM, you can identify all your old customers and send them content periodically in the hopes of reattracting them to your brand.

Ultimately, the coupling of your CRM and marketing automation will also bring you the clearest view on which marketing initiatives are attracting new customers and which ones are not. This will enable your company to track ROI in real time and provide insight into making smarter business decisions based on concrete customer data.

[**Project management**](https://www.g2.com/categories/project-management) **—** Project management software assists employees, administrators, and teams in managing team goals and long-term projects, as well as coordinating individual tasks. Since marketing automation revolves around creating workflows, it’s important to visualize all of the necessary steps that must be completed before creating an automated workflow. With a project management tool, marketing teams can collaborate and pull assets together to create one streamlined marketing campaign.

[**Social media advertising**](https://www.g2.com/categories/social-media-advertising) **—** It goes without saying that more and more people are being both informed and influenced by products that are advertised on social media. With Instagram, Facebook, and Twitter being some of the most visited websites in the world, marketers must make their brand visible across these channels in order to stay competitive. Integrate your marketing automation software with social media advertising software so you can automate the process of buying, managing, and placing social ads.