What is Marketing Automation Software?

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

Why Use Marketing Automation Software?

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

Who Uses Marketing Automation Software?

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

Page 13 | Best Marketing Automation Software: User Reviews from September 2026

Gleantap

Gleantap is an AI-powered customer engagement, CRM, and marketing automation platform built for fitness, wellness, healthcare, retail, and entertainment businesses that want to grow faster, boost retention, and increase customer lifetime value. With Gleantap, you can automate the entire member journey — from first lead to loyal advocate — through behavior-based workflows, AI messaging, gamified experiences, and personalized loyalty programs. The platform unifies CRM, automation, communication, and loyalty into a single hub that helps your business drive customer engagement, referrals, and repeat visits across multiple locations — even while you sleep. Key Features - All-in-One CRM – Manage leads, members, and conversations across SMS, email, and chat. - Marketing Automation – Create behavior-driven workflows to nurture leads and retain customers. - AI-Driven Messaging – Send personalized, timely communication powered by artificial intelligence. - Gamification & Loyalty – Reward engagement with points, tiers, badges, and rewards that motivate members to come back more often. - Omnichannel Communication – Reach customers wherever they are: text, email, Facebook, Instagram, WhatsApp, web chat, and Google Business Messages. - Reputation & Referrals – Automatically collect reviews and generate referrals from your happiest customers across business locations. - Analytics & Dashboards – Measure performance with deep insights into conversions, retention, and campaign ROI. Why Businesses Choose Gleantap - Built for fitness, wellness, healthcare, retail, and entertainment businesses - Proven to deliver 2× higher sales conversions and 25% better retention - Helps build member loyalty and gamified engagement with personalized campaigns - Trusted by leading brands like Planet Fitness, RockBox Fitness, and F45 - Replaces multiple tools with one unified customer engagement platform

Average Rating: 4.5/5.0

Total Reviews: 19

How Do G2 Users Rate Gleantap?

Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Gleantap?

Seller: Gleantap
Year Founded: 2018
HQ Location: Austin, US
Twitter: @gleantap
584 Twitter followers
LinkedIn® Page: www.linkedin.com
17 employees on LinkedIn®

Who Uses This Product?

Top Industries: Health, Wellness and Fitness
Company Size: 63% Small, 32% Medium

What Do G2 Reviewers Say About Gleantap?

AI-generated summary from verified user reviews

Pros

Users love the automation features in Gleantap, praising their effectiveness and ease of use for campaigns.
Users love the automation capabilities of Gleantap, facilitating seamless customer journeys and effective drip campaigns.
Users praise the exceptional customer support of Gleantap, noting their responsiveness and dedication to client success.
Users appreciate the ease of use of Gleantap, streamlining communication and enhancing work efficiency effectively.
Users highlight the easy-to-use automation and effective campaigns of Gleantap, enhancing member communication and engagement.

Cons

Users face a steep learning curve during onboarding and training, making setup and navigation frustrating.
Users face a difficult setup process with Gleantap, experiencing a steep learning curve and clunky onboarding.
Users face a difficult learning curve with Gleantap, making onboarding and training a frustrating experience.
Users find the form setup process quite clunky, making campaign creation feel challenging and unintuitive.
Users experience software glitches during updates, causing disruptions and requiring patience to navigate the platform effectively.

What Are Recent G2 Reviews of Gleantap?

"Empowers Sales with Intuitive Outreach Tools"

Rating: 5.0/5.0 stars

— Jacki M.

Best Marketing Automation Software - Page 13

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Category Stats (Sep 2026)

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G2 Grid® for Marketing Automation Software

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