# Best Marketing Automation Software - Page 12

## 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**

### xpath.global

xpath.global is a global mobility management company that helps organisations move, hire, and manage employees across borders. We combine technology with hands-on service delivery to give companies one operating layer for everything international employment requires. Where most companies manage mobility through disconnected vendors, email threads, and spreadsheets, xpath.global global mobility technology replaces that fragmentation with a single platform that tracks every case, coordinates every service, and keeps HR, employees, and vendors aligned in real time. Companies expanding globally or hiring internationally face a coordination problem. Multiple vendors, unclear timelines, and no single source of truth result in delays, compliance exposure, and poor employee experience. – No visibility over case status or which vendor owns the next step – Fragmented providers working in silos with no coordination layer – Immigration and tax compliance risk from manual, disconnected processes – Manual reporting and no meaningful cost visibility for finance – Inconsistent employee experience that damages retention and trust – HR time lost chasing vendor updates instead of managing people xpath.global resolves this by acting as the coordination and technology layer that connects the entire international employment process — from day one of the visa application to the employee settling in the host country.

[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=2026-08-01T19%3A31%3A11Z&secure%5Bdisplayable_resource_id%5D=1407&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1314167&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1314167&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%3D12&secure%5Btoken%5D=55d6c99f4174b86ee70a366da2d1f942c8bb89fb918d6b14eb612f66d475a914&secure%5Burl%5D=https%3A%2F%2Fxpath.global&secure%5Burl_type%5D=company_website)

### [Simon AI](https://www.g2.com/products/simon-ai/reviews)

Simon AI helps marketing teams achieve 1:1 personalization. Simon AI combines a composable CDP with agentic AI, allowing marketers to set goals like reducing churn or increasing repeat purchases, and AI handles the rest. It uncovers hidden signals, activates 100x more data, and automates execution across channels, enabling small teams to perform like large ones. Brands like ASOS and SeatGeek trust Simon for faster launches, scalable personalization, and revenue growth.

**Average Rating:** 4.2/5.0

**Total Reviews:** 259

#### How Do G2 Users Rate Simon AI?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10)
- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 6.7/10 (Category avg: 8.7/10)
- **Workflow Capability:** 3.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Simon AI?

- **Seller:** [Simon AI](https://www.g2.com/sellers/simon-ai)
- **Year Founded:** 2014
- **HQ Location:** New York
- **Twitter:** @simon\_data  
672 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe12b960f40eb17433d876814392f99cdbe47ca8d1ee22ccc5cf5265cd658346&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10126701%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Email Marketing Manager, Lifecycle Marketing Manager
- **Top Industries:** Retail, Marketing and Advertising
- **Company Size:** 55% Medium, 24% Small

#### What Do G2 Reviewers Say About Simon AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Simon AI, enjoying its intuitive design and smooth user experience.
- Users praise the **excellent customer support** at Simon AI, noting the quick and helpful assistance from the team.
- Users commend the **helpful and responsive support** from Simon AI, enhancing their overall experience and satisfaction.
- Users appreciate the **flexible data segmentation** capabilities of Simon AI, enabling precise audience targeting efficiently.
- Users value the **easy integration** with various platforms, ensuring efficient management of first-party data.

##### Cons

- Users find the **learning curve steep** with Simon AI, requiring training to navigate its complex features effectively.
- Users find the **data management limitations** of Simon AI challenging, requiring SQL knowledge and additional support for effective use.
- Users find the **slow performance** of Simon AI frustrating, impacting their ability to efficiently build campaigns and search resources.
- Users find the **bugs in the UI/UX** frustrating, impacting overall ease of use and campaign building.
- Users face **segmentation issues** that complicate data management and can confuse those unfamiliar with the platform's UI.

#### What Are Recent G2 Reviews of Simon AI?

**["Simon Data is the future of CRM"](https://www.g2.com/survey_responses/simon-ai-review-9575408)**

**Rating:** 5.0/5.0 stars

_— Michael C._

[Read full review](https://www.g2.com/survey_responses/simon-ai-review-9575408)

**["Great platform and quick response"](https://www.g2.com/survey_responses/simon-ai-review-9577589)**

**Rating:** 5.0/5.0 stars

_— Romani C._

[Read full review](https://www.g2.com/survey_responses/simon-ai-review-9577589)

#### What Are G2 Users Discussing About Simon AI?

- [What is Simon Data used for?](https://www.g2.com/discussions/what-is-simon-data-used-for)

### [Freshsales](https://www.g2.com/products/freshsales/reviews)

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,198

#### How Do G2 Users Rate Freshsales?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Customization :** 9.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.1/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Freshsales?

- **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?

- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

##### Cons

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

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

**["Logistics-Friendly CRM Lacks Mature Industry Interoperability"](https://www.g2.com/survey_responses/freshsales-review-12858179)**

**Rating:** 4.5/5.0 stars

_— Vehz H._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179)

**["A Practical CRM for Managing Leads and Customer Interactions"](https://www.g2.com/survey_responses/freshsales-review-12946886)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

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

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### [FMG Suite](https://www.g2.com/products/fmg-suite/reviews)

FMG is an all-in-one marketing platform that assists financial advisors and insurance agents in attracting new leads, staying connected with clients, and growing their businesses. Consistently rated first in market share and customer satisfaction from 2019 to 2024 in the T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. Whether you’re a financial professional, RIA, or large enterprise, we provide marketing solutions that boost performance, save you time, and deliver measurable results—empowering you with the right tools to grow and thrive.

**Average Rating:** 3.6/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate FMG Suite?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Customization :** 8.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind FMG Suite?

- **Seller:** [FMG Suite](https://www.g2.com/sellers/fmg-suite-d06f981f-5c02-4f78-ae8d-5fdd0a92f27f)
- **Year Founded:** 2011
- **HQ Location:** San Diego, CA
- **Twitter:** @FMGSuite  
4,504 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=acc6de222efe4664acfc9fb317a961fdad67334f57ef860a0164ec7bfbec9b6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffmg-suite%2F&secure%5Burl_type%5D=linkedin_company_website)  
676 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 73% Small, 14% Medium

#### What Do G2 Reviewers Say About FMG Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise FMG Suite for its **intuitive user experience** , making marketing effortless for financial advisors without requiring expertise.
- Users praise FMG Suite for its **ease of use in email marketing** , streamlining campaigns with ready-made content and automation.
- Users love the **easy creation** features of FMG Suite, allowing effortless marketing with ready-made websites and content.
- Users value the **time efficiency** of FMG Suite, as it simplifies marketing and compliance for financial advisors.
- Users value the **time-saving features** of FMG Suite, streamlining compliance and marketing for effortless client engagement.

##### Cons

- Users find **limited customization** options in FMG Suite, making it hard to create a unique brand identity.
- Users notice **layout issues** in FMG Suite, finding designs too rigid and lacking in customization options.
- Users find FMG Suite's **limited features** restrictive, lacking customization and deep analytics for larger industries.
- Users note the **limited templates** in FMG Suite, hindering unique branding and customization flexibility.
- Users find FMG Suite **not intuitive** , making navigation and customization challenging for an optimal experience.

#### What Are Recent G2 Reviews of FMG Suite?

**["Unified Marketing Platform with Seamless CRM Integration"](https://www.g2.com/survey_responses/fmg-suite-review-12772573)**

**Rating:** 4.5/5.0 stars

_— Vidur S._

[Read full review](https://www.g2.com/survey_responses/fmg-suite-review-12772573)

**["Essential Compliance and Marketing Automation for Financial Advisors"](https://www.g2.com/survey_responses/fmg-suite-review-12449696)**

**Rating:** 4.0/5.0 stars

_— Vranicar E._

[Read full review](https://www.g2.com/survey_responses/fmg-suite-review-12449696)

#### What Are G2 Users Discussing About FMG Suite?

- [What is FMG Suite used for?](https://www.g2.com/discussions/what-is-fmg-suite-used-for)

### [Acquia Customer Data Platform](https://www.g2.com/products/acquia-customer-data-platform/reviews)

Acquia Marketing Cloud seamlessly integrates with any third-party system and enables easy configuration of any business criteria directly into the platform. Built to be leveraged by all teams who need access to customer data, Acquia Marketing Cloud supports the business across domains, brands, geographies, and websites. Increase marketing agility while future-proofing your business for whatever comes next. Gain flexibility to meet consumers’ changing needs while increasing inter-departmental efficiencies.

**Average Rating:** 3.9/5.0

**Total Reviews:** 83

#### How Do G2 Users Rate Acquia Customer Data Platform?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.0/10)
- **Customization :** 8.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 7.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Acquia Customer Data Platform?

- **Seller:** [Acquia](https://www.g2.com/sellers/acquia)
- **Year Founded:** 2007
- **HQ Location:** Boston, MA
- **Twitter:** @Acquia  
44,968 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04fd8f26a6e34bbb1875cece1f5cbe817f4d8aefc237da41b4d77a2ffdef7686&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167056%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,098 employees on LinkedIn®
- **Phone:** -8836.219

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Small, 29% Medium

#### What Are Recent G2 Reviews of Acquia Customer Data Platform?

**["Awesome platform for creators"](https://www.g2.com/survey_responses/acquia-customer-data-platform-review-8735333)**

**Rating:** 4.0/5.0 stars

_— Marie I._

[Read full review](https://www.g2.com/survey_responses/acquia-customer-data-platform-review-8735333)

**["Powerful Product"](https://www.g2.com/survey_responses/acquia-customer-data-platform-review-9070367)**

**Rating:** 4.5/5.0 stars

_— David M._

[Read full review](https://www.g2.com/survey_responses/acquia-customer-data-platform-review-9070367)

#### What Are G2 Users Discussing About Acquia Customer Data Platform?

- [How has Acquia Marketing Cloud influenced your digital marketing strategy, and what do you recommend for those considering it?](https://www.g2.com/discussions/how-has-acquia-marketing-cloud-influenced-your-digital-marketing-strategy-and-what-do-you-recommend-for-those-considering-it)
- [What is Acquia Marketing Cloud used for?](https://www.g2.com/discussions/what-is-acquia-marketing-cloud-used-for)
- [Is Mautic a CRM?](https://www.g2.com/discussions/is-mautic-a-crm)
- [What is Salesforce Marketing Cloud used for?](https://www.g2.com/discussions/what-is-salesforce-marketing-cloud-used-for)
- [What is Acquia Cloud?](https://www.g2.com/discussions/what-is-acquia-cloud)

### [Leadfox](https://www.g2.com/products/leadfox/reviews)

Leadfox: The control center of your online marketing strategies. [http://bit.ly/2mj2mMJ] With Leadfox, our marketing automation software, you can deploy and maximize ALL your marketing tactics including emails, advertising, landing pages, pop-ups, banners, A/B tests. Used by thousands of users in more than 100 countries, Leadfox is THE affordable, easy-to-use, automated, all-in-one marketing platform. Our mission is to help SMBs and agencies enter the world of digital marketing through accessible, easy-to-use solutions and training. More info on our website: http://bit.ly/2mj2mMJ

**Average Rating:** 4.5/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Leadfox?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10)
- **Customization :** 7.5/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 7.9/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Leadfox?

- **Seller:** [Leadfox](https://www.g2.com/sellers/leadfox)
- **Year Founded:** 2016
- **HQ Location:** Sherbrooke, QC
- **Twitter:** @LeadfoxFR  
386 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8cee3908d09f0212c658b58ce58e7413a2d150162b8301d87b30544d8f8b8935&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10216040%2F&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**["Leadfox a must have automation tool with a good value for money"](https://www.g2.com/survey_responses/leadfox-review-4743253)**

**Rating:** 4.5/5.0 stars

_— Mohamed J._

[Read full review](https://www.g2.com/survey_responses/leadfox-review-4743253)

**["Best email marketing, landing page and popup solution!"](https://www.g2.com/survey_responses/leadfox-review-5248571)**

**Rating:** 5.0/5.0 stars

_— Patrick L._

[Read full review](https://www.g2.com/survey_responses/leadfox-review-5248571)

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

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

### [Experiture Marketing Platform](https://www.g2.com/products/experiture-marketing-platform/reviews)

Experiture is a marketing platform that allows users to easily create, deploy, automate, measure and optimize multichannel marketing programs.

**Average Rating:** 4.5/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate Experiture Marketing Platform?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10)
- **Customization :** 9.3/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Experiture Marketing Platform?

- **Seller:** [Experiture](https://www.g2.com/sellers/experiture)
- **Year Founded:** 2014
- **HQ Location:** Brooklyn, NY
- **Twitter:** @Experiture  
199 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=079fec4907f9ac82206831a92f54091675cfb29b30541d0acf13538899280f03&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperiture&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 30% Large

#### What Are Recent G2 Reviews of Experiture Marketing Platform?

**["The best software ever"](https://www.g2.com/survey_responses/experiture-marketing-platform-review-8574712)**

**Rating:** 5.0/5.0 stars

_— Jhonatan R._

[Read full review](https://www.g2.com/survey_responses/experiture-marketing-platform-review-8574712)

**["Experiture Marketing Platform – A complete solution for all your needs!"](https://www.g2.com/survey_responses/experiture-marketing-platform-review-8595442)**

**Rating:** 4.0/5.0 stars

_— Ronald J._

[Read full review](https://www.g2.com/survey_responses/experiture-marketing-platform-review-8595442)

#### What Are G2 Users Discussing About Experiture Marketing Platform?

- [What is Experiture Marketing Platform used for?](https://www.g2.com/discussions/what-is-experiture-marketing-platform-used-for)

### [Platformly](https://www.g2.com/products/platformly/reviews)

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence.

**Average Rating:** 4.5/5.0

**Total Reviews:** 106

#### How Do G2 Users Rate Platformly?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10)
- **Customization :** 8.6/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.8/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Platformly?

- **Seller:** [Platformly](https://www.g2.com/sellers/platformly)
- **Year Founded:** 2017
- **HQ Location:** Tortola, British Virgin Islands
- **Twitter:** @PlatformlyHQ  
235 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5406392546ee47fe5646e25b2c6ef689768d05b246a8c46a74d78a92b8bc6992&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13447871%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Platformly provides a **powerful platform for rapid business growth** with versatile tools and plans.
- Users value the **business support** offered by Platformly, enabling rapid organization and growth of their campaigns.
- Users appreciate the **comprehensive tools** of Platformly, enabling efficient organization and growth of campaigns and businesses.
- Users value the **ease of use** of Platformly, facilitating quick organization and management of their campaigns.
- Users value the **diverse tools** offered by Platformly, enabling efficient organization and rapid business growth.

##### Cons

- Users experience **performance issues** with Platformly, noting it can become sluggish during use, especially late in the day.
- Users often experience **slow loading times** , which can affect their overall experience with Platformly.
- Users experience **slow performance** at times, which can hinder their overall experience with Platformly.

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

**["Streamlines B2B Campaigns with Unified Tools"](https://www.g2.com/survey_responses/platformly-review-12931049)**

**Rating:** 4.5/5.0 stars

_— Roehm B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12931049)

**["Great for Unifying Marketing Data Pipelines, Missing Native Kubernetes Tooling & Modern Java SDK"](https://www.g2.com/survey_responses/platformly-review-12963382)**

**Rating:** 4.0/5.0 stars

_— Florian B._

[Read full review](https://www.g2.com/survey_responses/platformly-review-12963382)

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

- [What are the benefits and drawbacks of using Platformly for marketing automation?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-platformly-for-marketing-automation)
- [What is Platformly used for?](https://www.g2.com/discussions/what-is-platformly-used-for)

### [Swift Digital Suite](https://www.g2.com/products/swift-digital-suite/reviews)

One phenomenal email marketing platform. Let Swift Digital guide you through your email marketing requirements. (Newsletters, email marketing, surveys, landing pages and SMS) An Australian success story launched 20 years ago, Swift Digital delivers world-class marketing automation, event management and email marketing platforms to enterprises, federal, state and local government agencies. The company is focused on the needs of Australian marketing and communications professionals who demand: world-class features combined with Australian data security and sovereignty, outstanding local support and ease of use.

**Average Rating:** 4.4/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Swift Digital Suite?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.0/10)
- **Customization :** 8.8/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.2/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Swift Digital Suite?

- **Seller:** [Swift Digital](https://www.g2.com/sellers/swift-digital)
- **Year Founded:** 2000
- **HQ Location:** Enmore, NSW
- **Twitter:** @SwiftDigital\_AU  
594 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45618b84e1d47a6a78ab0a997d545a2424e8f28fe38a24002bcc78cf4969e7a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2460970%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 37% Medium, 32% Large

#### What Do G2 Reviewers Say About Swift Digital Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Swift Digital Suite, noting its simple setup and seamless functionality.
- Users praise the **easy setup process** of Swift Digital Suite, facilitating a quick start for effective enterprise use.
- Users value the **easy setup process** of Swift Digital Suite, enhancing user experience and quick onboarding.
- Users commend the **exceptional customer support** of Swift Digital Suite, enhancing their B2B digital marketing experience effectively.
- Users value the **customizability** of Swift Digital Suite, allowing seamless integration tailored to B2B needs without compromises.

##### Cons

- Users find the **restrictive template locking** in Swift Digital Suite frustrating, limiting customization and complicating workflow integration.
- Users find the **integration difficulty** frustrating as modifying templates and embedding tools isn't straightforward, complicating workflows.
- Users express frustration with the **limited customization** in Swift Digital Suite, making modifications and integrations challenging.
- Users find the **limited templates** of Swift Digital Suite frustrating, hindering flexibility and workflow efficiency.
- Users find the **restrictive template locking** in Swift Digital Suite frustrating, limiting flexibility and complicating custom integrations.

#### What Are Recent G2 Reviews of Swift Digital Suite?

**["Perfectly Robust with Easy Setup"](https://www.g2.com/survey_responses/swift-digital-suite-review-12348137)**

**Rating:** 4.5/5.0 stars

_— Rachit A._

[Read full review](https://www.g2.com/survey_responses/swift-digital-suite-review-12348137)

**["Streamlines Defense Communications, Needs Integration Boost"](https://www.g2.com/survey_responses/swift-digital-suite-review-12965878)**

**Rating:** 4.0/5.0 stars

_— Verified User in Defense & Space_

[Read full review](https://www.g2.com/survey_responses/swift-digital-suite-review-12965878)

#### What Are G2 Users Discussing About Swift Digital Suite?

- [What is Swift Digital Suite used for?](https://www.g2.com/discussions/what-is-swift-digital-suite-used-for)

### [Hunch](https://www.g2.com/products/hunch/reviews)

Hunch is a creative performance platform that helps brands and agencies working with such brands to scale efficiently on paid social using AI-powered execution. By bridging the gap between creative, media, and insights, Hunch eliminates the manual overhead and complex setups that slow modern marketers down, allowing brands to overcome ad fatigue and scale their performance seamlessly across major social channels. 1️⃣ Scale creative production & speed up testing: Hunch's AI-powered Creative Studio offers scalable image and video capabilities. Our platform automatically removes backgrounds, combines top-performing UGC with product content, and enables localized video production at scale. Through advanced A/B testing and data-driven insights, brands can generate thousands of high-quality, personalized creatives quickly and use them across multiple platforms. 2️⃣ Put campaign management on autopilot: Our platform streamlines catalog management and enrichment while allowing the creation or automatic injection of produced creatives directly into existing campaigns on Meta. This automation accelerates campaign launches and saves valuable time for marketing teams, enabling rapid scaling across channels and markets. 3️⃣ Get Expert Service & Support: Hunch's team of top-tier industry experts provides unmatched assistance and strategic guidance, ensuring that even challenger brands receive the same level of support and dedication typically reserved for larger enterprises. Our focus on personalization, automation, and optimization helps drive faster revenue growth for all our clients.

**Average Rating:** 4.5/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate Hunch?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.0/10)
- **Customization :** 7.5/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 7.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Hunch?

- **Seller:** [Hunch](https://www.g2.com/sellers/hunch)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d937f266112f859fad6b399554f44304cd8c6795f1f6689ecf1d1984e6f145f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhunch-ads&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Retail
- **Company Size:** 45% Small, 45% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Hunch for its **outstanding customer support** , always ready to assist and enhance user experience.
- Users rave about the **time-saving features** of Hunch, enabling efficient ad creation and testing without manual hassle.
- Users value the **automation efficiency** of Hunch, significantly improving ad campaigns with less manual effort.
- Users highlight the **exceptional customer engagement** with Hunch, noting the responsive and supportive account management team.
- Users value the **limitless possibilities for scaling Meta Ads** with Hunch, enhancing ad efficiency effortlessly.

##### Cons

- Users report **slow performance** with Hunch, leading to decreased sessions and revenue during campaigns.
- Users report **data inaccuracy** with Hunch, leading to poor performance and loss of sales during campaigns.
- Users are frustrated with the **limited templates** of Hunch, which negatively impact performance and revenue outcomes.
- Users criticize the **missing features** of Hunch, noting poorer performance and inadequate reporting capabilities compared to competitors.
- Users find the **time-consuming data synchronization** process with Hunch to be a significant drawback affecting efficiency.

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

**["Hunch has transformed our ad operations through smart automation and outstanding support."](https://www.g2.com/survey_responses/hunch-review-11258759)**

**Rating:** 4.5/5.0 stars

_— Rocío V._

[Read full review](https://www.g2.com/survey_responses/hunch-review-11258759)

**["Exceptional, Always-Available Support with Truly Unlimited Access"](https://www.g2.com/survey_responses/hunch-review-13048562)**

**Rating:** 5.0/5.0 stars

_— Jeroen W._

[Read full review](https://www.g2.com/survey_responses/hunch-review-13048562)

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

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

### [ActiveDEMAND](https://www.g2.com/products/activedemand/reviews)

ActiveDEMAND is a flexible marketing automation platform for digital marketing agencies, senior living providers, and marketers. ActiveDEMAND packages range from the full-featured call tracking application, a Reporter package for great analytics, a well-rounded offering for small business marketers, all the way up to powerful Marketing solutions designed for digital marketing agencies with multi-client management needs. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages and social media. Convert leads and prospects into customers using automated marketing to manage nurture campaigns, auto-replies and more. Retain customers and grow your repeat businesses with powerful newsletters, special promotions and more.

**Average Rating:** 4.4/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate ActiveDEMAND?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10)
- **Customization :** 7.9/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.8/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ActiveDEMAND?

- **Seller:** [JumpDEMAND](https://www.g2.com/sellers/jumpdemand)
- **Year Founded:** 2012
- **HQ Location:** Calgary, Alberta
- **Twitter:** @ActiveDEMAND  
3,133 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae800c049abefefde8e638db06a36ec93e2c619f29e5bc5acff1febf810ae037&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2764583%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 81% Small, 15% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **real-time analytics** of ActiveDEMAND, enhancing their ability to manage multiple client campaigns effectively.
- Users value the **responsive customer support** of ActiveDEMAND, enhancing their overall experience and satisfaction with the platform.
- Users value the **customizability** of ActiveDEMAND, enabling tailored dashboards for effective client management and analytics.
- Users value the **customization options** in ActiveDEMAND, enhancing their ability to tailor the platform to their needs.
- Users appreciate the **easy implementation** of ActiveDEMAND, benefiting from excellent onboarding and responsive support.

##### Cons

- Users find the **learning curve steep** due to a complicated interface and limited integration options.
- Users find the **limited functionality** of ActiveDEMAND frustrating, particularly regarding CRM integration and email tracking delays.
- Users face challenges due to **limited integration options** , particularly with unsupported CRM systems like Salesforce.
- Users find **limited CRM integrations** problematic, especially due to the lack of native Salesforce support.
- Users find a **steep learning curve** due to the complex interface and limited support for integration options.

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

**["Comprehemsive marketing automation"](https://www.g2.com/survey_responses/activedemand-review-10019595)**

**Rating:** 4.5/5.0 stars

_— Cousillas C._

[Read full review](https://www.g2.com/survey_responses/activedemand-review-10019595)

**["a great all in one Marketing Automation tool"](https://www.g2.com/survey_responses/activedemand-review-11754997)**

**Rating:** 4.0/5.0 stars

_— Bernardo V._

[Read full review](https://www.g2.com/survey_responses/activedemand-review-11754997)

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

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

### [BNS AiO](https://www.g2.com/products/bns-aio/reviews)

BNS AiO is a comprehensive software solution designed to empower businesses by providing personalized training in artificial intelligence (AI). This tailored approach ensures that companies can harness the full potential of AI to meet their unique needs and aspirations. Key Features and Functionality: - Customized AI Training: Offers bespoke training programs that align with the specific requirements of each business, moving beyond generic courses to deliver relevant and impactful learning experiences. - Holistic Approach: Addresses not only the technical aspects of AI but also delves into strategic implementation, ensuring that the knowledge gained translates into tangible business growth. - Continuous Support: Provides ongoing assistance to facilitate the seamless integration of AI into daily operations, helping businesses maintain a competitive edge. - Diverse Skill Development: Covers a wide range of AI applications, including copywriting, customer service automation, data analysis, graphic design, and more, enabling teams to enhance their capabilities across various domains. Primary Value and Solutions Provided: BNS AiO addresses the common challenges businesses face when adopting AI, such as lack of confidence in technology, ethical concerns, and perceived complexity. By offering personalized training and support, it empowers companies to overcome these barriers, leading to increased productivity and efficiency. The program is designed to be adaptable and scalable, ensuring that businesses of all sizes can benefit from AI integration. Additionally, the training can be fully subsidized through FUNDAE, making it a cost-effective solution for organizations looking to innovate and stay ahead in their respective industries.

**Average Rating:** 4.6/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate BNS AiO?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.2/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind BNS AiO?

- **Seller:** [BNS Worldwide](https://www.g2.com/sellers/bns-worldwide)
- **Year Founded:** 2014
- **HQ Location:** Baleares, ES
- **Twitter:** @BNSww  
236 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89301c8e008c04d93a6a180e0cee7cb0bbace1af0a586e343d2047f0dd2518e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbns-worldwide&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Small, 42% Medium

#### What Do G2 Reviewers Say About BNS AiO?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of BNS AiO, enhancing efficiency in lead management and targeting efforts.
- Users benefit from the **effective targeting and segmentation** capabilities of BNS AiO, enhancing their lead management strategies.

##### Cons

- Users find the **learning curve steep** , requiring time to adapt and facing some customization limitations.
- Users find the **limited customization** options somewhat complex, requiring time to adjust but generally consider the product acceptable.
- Users find BNS AiO to be **time-consuming** , requiring considerable effort for customization and adaptation.

#### What Are Recent G2 Reviews of BNS AiO?

**["Centralized Lead Management and Powerful Automation"](https://www.g2.com/survey_responses/bns-aio-review-12136218)**

**Rating:** 5.0/5.0 stars

_— jamsheed I._

[Read full review](https://www.g2.com/survey_responses/bns-aio-review-12136218)

**["Communication"](https://www.g2.com/survey_responses/bns-aio-review-11038423)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/bns-aio-review-11038423)

### [Retention Science](https://www.g2.com/products/retention-science/reviews)

Retention Science is the best way to target, engage and retain your customers. Our data-driven, SaaS-based Retention Marketing platform predicts customer behavior and delivers targeted multi-channel communications that increase revenue and encourage customer advocacy. We make sophisticated data science and marketing automation simple and accessible for marketing teams of all sizes. Retention Science, a Constant Contact company, is a provider of ecommerce-focused digital marketing services powered by intelligent technology and customer support to help sell more in less time. Our data-driven platform sends the right messages to the right customers at the right time and delivers personalized, multi-channel communications that help drive big results. Learn more at retentionscience.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate Retention Science?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.0/10)
- **Customization :** 8.4/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Retention Science?

- **Seller:** [Constant Contact](https://www.g2.com/sellers/constant-contact-5aaee82b-8325-4eeb-b7b7-15fada778076)
- **Year Founded:** 1995
- **HQ Location:** Waltham, US
- **Twitter:** @ConstantContact  
67,137 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8b1f70774b20876cbd6f2e58e03d1e39c91352c8e3e3b2c4795aca37ecef11c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconstant-contact%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,147 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Small, 38% Medium

#### What Do G2 Reviewers Say About Retention Science?

_AI-generated summary from verified user reviews_

##### Pros

- Users value Retention Science for its **automated intelligent decision-making** that enhances customer retention and marketing efficiency.
- Users value the **automation efficiency** of Retention Science, streamlining customer targeting and campaign personalization effortlessly.
- Users value the **analytics expertise** of Retention Science, noting improved campaign insights and conversion rates.
- Users value the **automation features** of Retention Science, enabling efficient and intelligent customer retention strategies.
- Users value the **effective customer engagement** of Retention Science, enhancing lead outreach and conversion rates successfully.

##### Cons

- Users note **limited transparency and customization** in Retention Science, affecting trust and usability in campaign workflows.
- Users find the **learning curve steep** due to complex UI and limited transparency in AI decision-making.
- Users find **reporting options complex** , lacking detail on campaign performance and making analysis challenging.
- Users find the **limited pre-built US fintech compliance templates** insufficient for their specific retention needs.
- Users find the **website design overly complex** , making it challenging for new employees to navigate effectively.

#### What Are Recent G2 Reviews of Retention Science?

**["US-Focused Churn Prediction with Strong Compliance Features"](https://www.g2.com/survey_responses/retention-science-review-12292953)**

**Rating:** 4.0/5.0 stars

_— Hayden L._

[Read full review](https://www.g2.com/survey_responses/retention-science-review-12292953)

**["Automates Customer Retention with Predictive Precision"](https://www.g2.com/survey_responses/retention-science-review-12320824)**

**Rating:** 4.0/5.0 stars

_— padma k._

[Read full review](https://www.g2.com/survey_responses/retention-science-review-12320824)

#### What Are G2 Users Discussing About Retention Science?

- [How do you use Retention Science?](https://www.g2.com/discussions/how-do-you-use-retention-science)
- [What is ReSci?](https://www.g2.com/discussions/what-is-resci)
- [What is retention science definition?](https://www.g2.com/discussions/what-is-retention-science-definition)
- [What does Retention Science do?](https://www.g2.com/discussions/what-does-retention-science-do)

### [SalezShark](https://www.g2.com/products/salezshark/reviews)

SalezShark is the next generation platform that fuels sales and marketing efforts of businesses. Its ‘Relationship Cloud’ makes it stand apart from the crowded traditional CRM market that just offers the automation of sales processes operationally, leaving sales guys to lay much efforts entering data and feeding information. SalezShark’ s Relationship Cloud feeds an intelligent mesh of relationship network to make connections with prospects easier and faster; know their personality traits, so that they are equipped with customer intelligence to do better prospecting and nurture relationships with clients. SalezShark, creates a compelling factor for sales people and gives them a reason to love CRM platform.

**Average Rating:** 4.4/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate SalezShark?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10)
- **Customization :** 7.9/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.6/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SalezShark?

- **Seller:** [SalezShark](https://www.g2.com/sellers/salezshark)
- **Year Founded:** 2014
- **HQ Location:** Great Falls, US
- **Twitter:** @SalezShark  
1,462 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95f90bb7d0037cbaf846de86fa4f8d49a6e6926dea35085de6adb45cec2a3e7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4798552%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Medium, 42% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SalezShark, which streamlines processes and enhances productivity significantly.
- Users find the **easy setup** of SalezShark smooth and straightforward, making it quick to start using effectively.
- Users appreciate the **user-friendly interface** of SalezShark, allowing quick setup and automation to save time.
- Users appreciate the **user-friendly interface** of SalezShark, allowing for quick setup and efficient selling.
- Users commend SalezShark for its **affordable pricing** , making it a great option for budget-conscious businesses.

##### Cons

- Users find the **pricing of SalezShark expensive** and suggest it should be more affordable for better value.
- Users feel the **limited customization** options in SalezShark make the user interface less intuitive and overwhelming.
- Users find the **user interface not intuitive** , feeling overwhelmed by its clutter and difficulty in navigation.
- Users find SalezShark's interface **not user-friendly** , describing it as cluttered and overwhelming during navigation.
- Users find the **user interface overwhelming** , making navigation through features less intuitive and more cumbersome.

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

**["Salezshark Centralizes Communication with Powerful Automation and Reporting"](https://www.g2.com/survey_responses/salezshark-review-12452895)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12452895)

**["Clear, Simple Sales Dashboard with a Well-Structured Pipeline View"](https://www.g2.com/survey_responses/salezshark-review-12644073)**

**Rating:** 4.0/5.0 stars

_— Luis (Tito) U._

[Read full review](https://www.g2.com/survey_responses/salezshark-review-12644073)

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

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

### [Rejoiner](https://www.g2.com/products/rejoiner/reviews)

Ecommerce email marketing software powered by experts you can count on 24x7. Other email platforms force you to DIY, engage an agency, or hire more full-time staff. Rejoiner comes with email experts who embed with your marketing team. Reduce overhead, execute faster, and grow more profitably. Email marketing for ecommerce—it’s all we do.

**Average Rating:** 4.7/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate Rejoiner?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Rejoiner?

- **Seller:** [Rejoiner](https://www.g2.com/sellers/rejoiner)
- **Year Founded:** 2011
- **HQ Location:** Newport, Rhode Island
- **Twitter:** @rejoinerapp  
4 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bf8ba49be4660624b228959a9473861ecb85658c4f41e57d1c2ac4a689b4a86b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2916090%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Goods
- **Company Size:** 53% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **exceptional customer support** from Rejoiner, highlighting quick responses and direct communication with the team.
- Users find Rejoiner **incredibly easy to use** , enabling efficient broadcast creation and seamless navigation for teams.
- Users value the **user-friendly interface and excellent support** of Rejoiner, enhancing their efficiency in marketing and e-commerce.
- Users value the **excellent email campaigns** from Rejoiner, appreciating effective service and user-friendly implementation.
- Users value the **powerful email marketing tools** from Rejoiner, enhancing engagement with exceptional support and features.

##### Cons

- Users experience **delays in email dispersion** when sending last minute, though support helps to mitigate future issues.
- Users face occasional **delays in email dissemination** when sending last-minute communications, despite helpful team support.
- Users find the pricing to be **somewhat steep** , making it challenging for small businesses on tight budgets.
- Users feel the **high subscription costs** may deter small businesses and startups with limited budgets.
- Users feel the **learning curve is challenging** , particularly regarding the complicated analytics tools for new users.

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

**["Rejoiner: A Revenue-Boosting Email Marketing Powerhouse"](https://www.g2.com/survey_responses/rejoiner-review-12825545)**

**Rating:** 5.0/5.0 stars

_— Anuj P._

[Read full review](https://www.g2.com/survey_responses/rejoiner-review-12825545)

**["Streamlined Email Automation with Excellent GDPR Compliance"](https://www.g2.com/survey_responses/rejoiner-review-12825352)**

**Rating:** 4.5/5.0 stars

_— Arzi Y._

[Read full review](https://www.g2.com/survey_responses/rejoiner-review-12825352)

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

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

### [Signpost](https://www.g2.com/products/signpost/reviews)

Signpost is an AI-powered communications platform built for home service contractors. It uses AI voice agents, instant responders, and AI SMS to help small businesses be the first to respond to every customer. AI Voice Agent: Signpost's AI Voice Agent picks up 24/7, greets callers in a natural voice, answers common FAQ, and captures lead details. Instant Responders: Signpost's Instant Responders send a personalized message to customers who reach out on platforms like Angi, Thumbtack, or Facebook. AI SMS: Signpost's AI SMS responds to incoming leads, qualifies their request, and keeps the conversation moving, even after-hours or on the job. Messaging Hub: Signpost's Messaging Hub brings every customer conversation, including inbound calls, texts, and inquiries on platforms like Angi and Thumbtack, into a single inbox.

**Average Rating:** 3.7/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Signpost?

- **Has the product been a good partner in doing business?:** 7.0/10 (Category avg: 9.0/10)
- **Customization :** 5.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 5.7/10 (Category avg: 8.7/10)
- **Workflow Capability:** 5.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Signpost?

- **Seller:** [Signpost](https://www.g2.com/sellers/signpost)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **Twitter:** @Signpost  
2,306 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d905230cf92dfd08e7ae9245276c5c359b388a3c4ab82c523c52f7ca0506ceee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsignpost%2F&secure%5Burl_type%5D=linkedin_company_website)  
135 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services, Marketing and Advertising
- **Company Size:** 84% Small, 7% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **automation** features of Signpost, enhancing customer management and saving time through automated follow-ups.
- Users love the **ease of use** of Signpost, finding the initial setup and automation features straightforward and helpful.
- Users value the **automation features** of Signpost for simplifying customer management and enhancing relationship building.
- Users find Signpost's **email follow-up automation** crucial for saving time and improving customer engagement.
- Users appreciate the **time efficiency** of Signpost, automating customer management and follow-ups to focus on growth.

##### Cons

- Users report a **slow loading** experience, particularly when dealing with large contact lists and third-party syncs.
- Users find **slow performance** in Signpost, particularly when managing large contact lists and loading pages.
- Users find the **dashboard difficult to navigate** and feel it's not user-friendly, hindering their experience.
- Users find **data inaccuracy** problematic due to unclear presentation, outdated information, and limited customization options.
- Users find the **incomplete information** on Signpost frustrating, as it leads to confusion and outdated data.

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

**["Seamless Communication Hub with Marketing Automation"](https://www.g2.com/survey_responses/signpost-review-12824038)**

**Rating:** 4.5/5.0 stars

_— RAHUL K._

[Read full review](https://www.g2.com/survey_responses/signpost-review-12824038)

**["Boosts Customer Relations with Ease"](https://www.g2.com/survey_responses/signpost-review-12295175)**

**Rating:** 4.0/5.0 stars

_— Julia E._

[Read full review](https://www.g2.com/survey_responses/signpost-review-12295175)

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

- [What is Signpost used for?](https://www.g2.com/discussions/what-is-signpost-used-for)
- [How much does signpost cost?](https://www.g2.com/discussions/how-much-does-signpost-cost)
- [What are the 5 signposts?](https://www.g2.com/discussions/what-are-the-5-signposts)
- [What are the 6 signposts?](https://www.g2.com/discussions/what-are-the-6-signposts)
- [What are examples of signposts?](https://www.g2.com/discussions/what-are-examples-of-signposts)

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[Sales Enablement Software](https://www.g2.com/categories/sales-enablement)

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- [Account-Based Marketing](/categories/account-based-marketing)
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[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.