# Best Marketing Automation Software - Page 15 ## 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** ### Act-On Act-On Software is a Marketing Automation Platform that provides solutions to empower marketers to engage marketing targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can dream big and build smart, effective marketing automation programs to grow their businesses and generate higher customer lifetime value – all with the fastest time-to-value. Get a Demo: https://act-on.com/demo/ Act-On empowers marketers to: • Grow and expand their businesses at scale through B2B demand generation, B2C sales and transactions, and customer marketing features. Orchestrate and optimize the entire customer journey — from awareness to advocacy — by building continuous, customized engagement that transforms visitors into prospects, prospects into qualified leads, and qualified leads into lifetime customers. • Deliver exceptional brand experiences throughout the customer lifecycle by automating buying journeys, personalizing communications and campaigns, and improving brand affinity and loyalty. Leverage Act-On’s automated capabilities to attract new prospects, engage your contacts, and guide leads toward more frequent and more lucrative purchasing decisions. • Drive measurable product adoption and customer retention through executing comprehensive onboarding and training programs, product adoption and customer retention strategies, and new products and services promotions. From new contacts to loyal partners, you can use Act-On to engage your audience, turn them into brand ambassadors, and keep them coming back for more. With interactive and dynamic reporting and analytics to assess, showcase, and improve performance, the Act-On Platform is designed to deliver growth marketing value for businesses and marketers of any size, shape, location, and scale. Platform features include: • Automated and adaptable buying journeys • Deep integrations with leading CRM systems and web conferencing • Website visitor engagement tracking and intent reporting • Dynamic lead scoring, segmenting, and nurturing • Social media listening, prospecting, publishing, and advocacy • Easy-to-design web forms, landing pages, and email templates • Event-triggered and transactional emailing • Active contact-based pricing for actual usage billing We get marketing. We understand your challenges. And we’re here to help you excel with every customer and every campaign. [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=2026-08-02T23%3A48%3A06Z&secure%5Bdisplayable_resource_id%5D=36&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=36&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1171&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%3D15&secure%5Btoken%5D=e54152449617e255103702d5903e3d52fdaf9b5e26a1d5392e88025ee4002af8&secure%5Burl%5D=https%3A%2F%2Fact-on.com%2F%3Futm_channel%3Dpaid_ppc%26utm_medium%3Dppc_g2%26utm_campaign%3Dppc_g2_2026Q2%26offerAsset_topic%3DOther%26offerAsset_type%3Dother&secure%5Burl_type%5D=custom_url) ### [Privy](https://www.g2.com/products/privy/reviews) Privy is the most approachable, all-in-one e-commerce marketing platform for independent Shopify brands. Grow your business and supercharge your retention strategy with powerful list growth tools, email, and SMS — all backed by the dedicated support you deserve. LIST GROWTH Drive urgency, capture subscribers, convert more sales, and boost your average order value with endless customizable options such as: popups, free shipping bars, cross sells, Spin To Win, Landing Pages, and more. Leverage Privy's best-in-class audience targeting to take control of your on-site conversion strategy. EMAIL CAMPAIGNS Send on-brand, engaging emails to your entire list using our drag-and-drop editor. Tailor your messaging to segments of your audience based on shopping activity, engagement, and more. AUTOMATED FLOWS Trigger personalized emails based on the actions your customers take; launch Welcome, Abandoned Cart, Purchase Follow-Up, and Customer Winback Emails in minutes and watch the orders roll in. SMARTER SMS Inspire action with your mobile audience by sending SMS campaigns and automations. **Average Rating:** 4.6/5.0 **Total Reviews:** 118 #### How Do G2 Users Rate Privy? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) #### Who Is the Company Behind Privy? - **Seller:** [Privy](https://www.g2.com/sellers/privy) - **Year Founded:** 2019 - **HQ Location:** Boston, US - **Twitter:** @privypro 56 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99baf04801e4126021386cc7cd4880da3611a0e6241a14d9017c4c38ebbb79ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2065161%2F&secure%5Burl_type%5D=linkedin_company_website) 71 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Retail, Consumer Goods - **Company Size:** 92% Small, 5% Medium #### What Do G2 Reviewers Say About Privy? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Privy for its **excellent customer support** , highlighting accessible help and valuable marketing advice. - Users find Privy extremely **easy to use** , allowing quick creation of marketing elements by any team member. - Users praise the **helpful customer support** of Privy, valuing the knowledgeable assistance and marketing advice offered. - Users praise **Privy's email marketing capabilities** , highlighting excellent customer support and impressive results in engagement and signups. - Users find Privy to be **very user-friendly** , especially appreciating its easy email templates and seamless Shopify integration. ##### Cons - Users express frustration over **limited templates** and insufficient updates, leading to loss of work and confusion. - Users find the **reporting issues** in Privy limiting, desiring more detailed insights for better targeting. - Users desire **more campaign templates** , as the existing options can be confusing when creating emails. - Users note that the **reporting lacks detail** , making it difficult to analyze subscriber engagement effectively. - Users express frustration over **delays in template updates** , leading to loss of work and inadequate support from customer service. #### What Are Recent G2 Reviews of Privy? **["Love Privy for My Business"](https://www.g2.com/survey_responses/privy-review-7035192)** **Rating:** 5.0/5.0 stars _— Michelle S._ [Read full review](https://www.g2.com/survey_responses/privy-review-7035192) **["Easy to use - highly intuitive and proven!"](https://www.g2.com/survey_responses/privy-review-5059433)** **Rating:** 5.0/5.0 stars _— Verified User in Food & Beverages_ [Read full review](https://www.g2.com/survey_responses/privy-review-5059433) #### What Are G2 Users Discussing About Privy? - [What does Privy do?](https://www.g2.com/discussions/what-does-privy-do) - [How do I use Shopify privy?](https://www.g2.com/discussions/how-do-i-use-shopify-privy) - [How much does privy cost?](https://www.g2.com/discussions/how-much-does-privy-cost) - 2 comments - [What is privy app?](https://www.g2.com/discussions/what-is-privy-app) ### [Telagus](https://www.g2.com/products/telagus/reviews) Telagus is a leading CRM and team management solution designed to focus your attention on the essential growth-drivers that power your business. We have created an intuitive and easy to use platform that drives productivity, marketing and sales. Telagus is priced, so it’s affordable whether you’re a start-up, SME or Enterprise business. The dashboard can be easily customised to suit your specific requirements, and the marketplace add-ons are designed to use as many or as few as you need without tying you into long-term contracts. It’s both Plug n’ Play and Pay-As-You-Go. We can build a completely customised solution Telagus has been built with the future in mind. If you need a bespoke solution, our team of engineers are ready to build and add to the core that Telagus provides. Please call, email, or click on the support button within Telagus to discuss your requirements. **Average Rating:** 4.2/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Telagus? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10) - **Customization :** 9.4/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.4/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Telagus? - **Seller:** [Telsa Uk Ltd](https://www.g2.com/sellers/telsa-uk-ltd) - **Year Founded:** 2015 - **HQ Location:** wallington, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b4943cfb0dc7a7d7685826db242edd0f271f5b37e8236e51d0063debce2fd231&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftelsa-media&secure%5Burl_type%5D=linkedin_company_website) 37 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 80% Small, 10% Large #### What Do G2 Reviewers Say About Telagus? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation** of workflows in Telagus, enhancing efficiency and streamlining business processes significantly. - Users value the **automation features** of Telagus for streamlining workflows and enhancing cross-functional collaboration. - Users value the **seamless CRM integration** of Telagus, enhancing efficiency and eliminating administrative bottlenecks across teams. - Users find Telagus highly appreciated for its **ease of use** , streamlining workflows and enhancing team collaboration effortlessly. - Users find that Telagus offers **easy implementation** , making it accessible for teams without dedicated IT support. ##### Cons - Users note **export limitations** in Telagus, hindering customization and advanced reporting for clients and stakeholders. - Users find the **filtering issues** in Telagus limiting, hindering their ability to create customized reports and analytics. - Users find the **report builder lacking** , missing advanced filters and export options for tailored analytics. - Users find the **report builder lacking** , missing advanced options and export capabilities for detailed stakeholder analytics. #### What Are Recent G2 Reviews of Telagus? **["Effortless Team Collaboration and Communication"](https://www.g2.com/survey_responses/telagus-review-13042270)** **Rating:** 4.5/5.0 stars _— Ogah O._ [Read full review](https://www.g2.com/survey_responses/telagus-review-13042270) **["Efficient GDPR-Compliant E-Commerce Marketing"](https://www.g2.com/survey_responses/telagus-review-13062267)** **Rating:** 4.0/5.0 stars _— Verified User in Retail_ [Read full review](https://www.g2.com/survey_responses/telagus-review-13062267) #### What Are G2 Users Discussing About Telagus? - [What is Telagus used for?](https://www.g2.com/discussions/what-is-telagus-used-for) ### [CWILL Pop-Up & Email Marketing](https://www.g2.com/products/cwill-pop-up-email-marketing/reviews) CWILL Pop-Up & Email Marketing helps Shopify & DTC brands turn first-time visitors into subscribers, customers, and repeat buyers. Capture more emails with high-converting pop-ups, then automate personalized email journeys—including welcome series, abandoned cart reminders, back-in-stock alerts, post-purchase follow-ups, and win-back campaigns—to build stronger customer relationships and drive more revenue. **Average Rating:** 4.7/5.0 **Total Reviews:** 8 #### Who Is the Company Behind CWILL Pop-Up & Email Marketing? - **Seller:** [CWILL](https://www.g2.com/sellers/cwill) - **Year Founded:** 2014 - **HQ Location:** 201 Commonwealth Ct Cary, NC 27511 United States - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d3f0e919d9faebb599677dbec61f335e6770983e333125ea7cf506bcc65f68b1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchannelwill%2F&secure%5Burl_type%5D=linkedin_company_website) 95 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 88% Small #### What Are Recent G2 Reviews of CWILL Pop-Up & Email Marketing? **["Effortless Automation with Excellent Support"](https://www.g2.com/survey_responses/cwill-pop-up-email-marketing-review-12920329)** **Rating:** 5.0/5.0 stars _— Lingang Q._ [Read full review](https://www.g2.com/survey_responses/cwill-pop-up-email-marketing-review-12920329) **["Free, Fully Built Tool That Boosts Shopify Conversions"](https://www.g2.com/survey_responses/cwill-pop-up-email-marketing-review-12673438)** **Rating:** 5.0/5.0 stars _— Stephen H._ [Read full review](https://www.g2.com/survey_responses/cwill-pop-up-email-marketing-review-12673438) ### [Intempt](https://www.g2.com/products/intempt/reviews) Intempt is an agentic GTM platform where AI agents help your team design, market, sell, and measure from one shared customer context. With Intempt you can replace 7+ GTM software and tools with one connected platform instead of building a complex martech stack or relying on GTM engineering to connect everything. You can Launch campaigns, run experiments, build customer journeys, track revenue, and manage sales from one place. Every AI agent works on the same customer profile, so your marketing, sales, design, and analytics stay connected from the first touch to the final sale. **Average Rating:** 4.5/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Intempt? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 7.2/10 (Category avg: 8.5/10) #### Who Is the Company Behind Intempt? - **Seller:** [Intempt](https://www.g2.com/sellers/intempt) - **Year Founded:** 2017 - **HQ Location:** Austin, Texas - **Twitter:** @intempt 120 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=62daa207ceebbb9213aa9c42df2d5a59641ad4e01d792321f2d089cd4711ca0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17873934&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Medium, 50% Small #### What Are Recent G2 Reviews of Intempt? **["I liked it"](https://www.g2.com/survey_responses/intempt-review-9101506)** **Rating:** 5.0/5.0 stars _— Daniel Alejandro R._ [Read full review](https://www.g2.com/survey_responses/intempt-review-9101506) **["Fascinating tool for scaling digital marketing tool"](https://www.g2.com/survey_responses/intempt-review-8987071)** **Rating:** 4.5/5.0 stars _— Farhan H._ [Read full review](https://www.g2.com/survey_responses/intempt-review-8987071) ### [Jacquard](https://www.g2.com/products/jacquard/reviews) Jacquard is purpose-built tooling for on-brand messaging that resonates wherever people are. Calibrated by language experts and producing trusted content at speed and scale, Jacquard helps leading global brands drive sustained brand affinity by harnessing the benefits of generative AI. **Average Rating:** 4.3/5.0 **Total Reviews:** 29 #### How Do G2 Users Rate Jacquard? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10) #### Who Is the Company Behind Jacquard? - **Seller:** [Jacquard](https://www.g2.com/sellers/jacquard) - **Company Website:** www.jacquard.com - **Year Founded:** 2015 - **HQ Location:** London, London - **Twitter:** @Jacquard\_Group 11 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27502920dd066acd0eb955eb1ab72ee7fc625bfc6cf52cce9d244402ce865675&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjacquard-group%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 56 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 45% Small, 29% Medium #### What Do G2 Reviewers Say About Jacquard? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Jacquard, making email marketing and content creation straightforward and efficient. - Users love the **accuracy in generating optimized subject lines** , enhancing campaign performance and eliminating guesswork. - Users value Jacquard's **effective optimization of subject lines** , enhancing campaign performance with data-driven language selection. - Users praise Jacquard for its **time-saving optimization** of subject lines, enhancing campaign performance without manual effort. - Users appreciate the **automation capabilities** of Jacquard, enhancing efficiency by optimizing subject lines based on performance data. ##### Cons - Users find Jacquard has **adjustment issues** , limiting flexibility for bespoke messaging strategies and testing logic. - Users find the **difficult learning curve** of Jacquard limits its flexibility for bespoke messaging strategies. - Users find the **difficult setup** of Jacquard limits its flexibility for personalized messaging strategies and testing. - Users find the product **expensive** , which may deter some from fully utilizing its features. - Users find that Jacquard has **inaccuracy issues** that require careful examination to avoid mistakes in usage. #### What Are Recent G2 Reviews of Jacquard? **["Measurable Lifecycle Marketing Gains with Jacquard"](https://www.g2.com/survey_responses/jacquard-review-13105963)** **Rating:** 4.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/jacquard-review-13105963) **["Jacquard Delivers Intuitive UX, Strong CRM Integrations, and Excellent 1:1 Support"](https://www.g2.com/survey_responses/jacquard-review-13173968)** **Rating:** 4.0/5.0 stars _— Ben T._ [Read full review](https://www.g2.com/survey_responses/jacquard-review-13173968) ### [Levitate](https://www.g2.com/products/levitate/reviews) Levitate is a specialized marketing tool designed to assist small businesses in nurturing and maintaining authentic relationships with their clients. Founded in 2017 by Jesse Lipson, the creator of ShareFile, Levitate focuses on simplifying the process of client engagement, allowing businesses to prioritize relationship-building over administrative tasks. This platform is particularly beneficial for small business owners who often juggle multiple responsibilities and seek effective ways to connect with their clientele. The target audience for Levitate includes small business owners, entrepreneurs, and professionals who understand the value of personalized communication but may lack the time or resources to implement it effectively. Levitate addresses this need by providing a suite of features that streamline client interactions. Users can send personalized emails at scale, ensuring that each client feels valued and recognized. The platform also facilitates social media presence, and communication through text messages, enabling businesses to reach clients in a way that is convenient and immediate. Key features of Levitate include the ability to send surveys, schedule meetings, and remember important details about contacts, which can enhance the quality of interactions. For instance, by recalling key facts such as birthdays or past conversations, users can tailor their communications to resonate more deeply with clients. This personalized approach not only fosters stronger relationships but also helps businesses achieve their goals more effectively. Additionally, Levitate offers the support of a dedicated success specialist/marketing coach, providing users with guidance and strategies to maximize their outreach efforts without the need to pay for third-party consultants or other marketing professionals. Levitate also offers custom-built websites, written and designed for each business, rather than relying on templates. Create and post blogs with AI-assistance. Facebook or Google Local Service Ads are also optional add-ons. Levitate stands out in the crowded marketing tool landscape by emphasizing relationship management rather than traditional marketing tactics. Its user-friendly interface and comprehensive features enable small businesses to engage with clients in a meaningful way, ultimately leading to increased loyalty and retention. By integrating various communication methods and offering personalized support, Levitate empowers small businesses to thrive in a competitive environment while focusing on what they do best: building lasting relationships with their clients. **Average Rating:** 4.7/5.0 **Total Reviews:** 121 #### How Do G2 Users Rate Levitate? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.0/10) - **Customization :** 8.5/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.1/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Levitate? - **Seller:** [Levitate](https://www.g2.com/sellers/levitate) - **Company Website:** www.levitate.ai - **Year Founded:** 2017 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @levitateai 299 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7a9d22058c8eb658111c23749f0f146338291c297d04e7862291dff353f4540e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freal-magic%2F%3FviewAsMember%3Dtrue&secure%5Burl_type%5D=linkedin_company_website) 432 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Executive Director - **Top Industries:** Insurance, Financial Services - **Company Size:** 93% Small, 8% Medium #### What Do G2 Reviewers Say About Levitate? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Levitate's **amazing customer support** that enhances communication and streamlines email marketing efforts effectively. - Users find Levitate's **ease of use** exceptional, simplifying communication and enhancing brand engagement effectively. - Users appreciate the **helpful support team** of Levitate, enhancing user experience and satisfaction with the product. - Users highlight Levitate's **easy-to-use email marketing** tools that significantly enhance outreach and engagement with supporters. - Users highlight the **automation capabilities** of Levitate, praising its efficiency in task management and smooth functionality. ##### Cons - Users find the **missing integration features** of Levitate frustrating, complicating data management and engagement tracking. - Users face significant **integration issues** with Levitate, complicating data syncing and engagement tracking across platforms. - Users feel there is a lack of **customization options** for tasks and automations, limiting their personalization experience. - Users find **email management cumbersome** in Levitate, requiring too much effort and resulting in impersonal communication. - Users struggle with **campaign issues** , facing delays in email delivery and a lack of tailored suggestions. #### What Are Recent G2 Reviews of Levitate? **["Invaluable CRM Partner!"](https://www.g2.com/survey_responses/levitate-review-11756135)** **Rating:** 5.0/5.0 stars _— April J._ [Read full review](https://www.g2.com/survey_responses/levitate-review-11756135) **["Seamless Email-to-Newsletter Design with Powerful Multichannel Marketing"](https://www.g2.com/survey_responses/levitate-review-12769097)** **Rating:** 5.0/5.0 stars _— Jared V._ [Read full review](https://www.g2.com/survey_responses/levitate-review-12769097) ### [Redpoint Customer Data Platform](https://www.g2.com/products/redpoint-customer-data-platform/reviews) Redpoint Global is a U.S.-based software company focused on customer data readiness for enterprise teams. With a legacy of innovation in customer data quality and integration, Redpoint helps organizations solve the customer context gap by connecting fragmented systems, resolving identities and data quality issues, and incorporating feedback loops, eliminating barriers to meaningful customer engagement. The Redpoint Data Readiness Hub is a no-code solution purpose-built to deliver contextual customer data that's ready for any use case across business units and teams. It continuously improves data quality, resolves identities, and integrates seamlessly with existing systems using native connectors, APIs, and custom workflows. The Hub transforms incomplete and inconsistent data into enriched, actionable profiles—ready for use in customer journeys, AI models, analytics, and real-time experiences. It also closes the loop by re-ingesting performance metrics to enable ongoing optimization. Redpoint helps enterprise teams understand the full customer story. By bridging the context gap, the Data Readiness Hub empowers teams to orchestrate interactions that are not just personalized, but relevant to the moment—driving higher conversion, retention, and customer satisfaction. The Hub brings clarity to data strategies, reduces manual work, and unlocks the full value of customer data across the enterprise. To learn more, visit https://www.redpointglobal.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate Redpoint Customer Data Platform? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Customization :** 9.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.7/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind Redpoint Customer Data Platform? - **Seller:** [Redpoint Global](https://www.g2.com/sellers/redpoint-global) - **Company Website:** www.redpointglobal.com - **Year Founded:** 2006 - **HQ Location:** Wellesley, Massachusetts - **Twitter:** @RedPointGlobal 1,266 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=927bbf8e70e13afeec5af9029843f4792435c60a894c41b2841c5899a3ee03b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1191453%2F&secure%5Burl_type%5D=linkedin_company_website) 113 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Consulting - **Company Size:** 45% Small, 32% Large #### What Do G2 Reviewers Say About Redpoint Customer Data Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Redpoint Customer Data Platform, simplifying complex data projects for efficient execution. - Users commend Redpoint Customer Data Platform for its **exceptional customer support** , highlighting responsiveness and deep investment in client success. - Users appreciate the **seamless integration** of Redpoint, which enhances efficiency and empowers teams to execute complex projects. - Users appreciate the **automation efficiency** of Redpoint Customer Data Platform, which streamlines complex data initiatives and enhances productivity. - Users value the **exceptional data quality** of Redpoint Customer Data Platform, ensuring accurate and reliable customer data for campaigns. ##### Cons - Users find the **learning curve steep** for Redpoint CDP, particularly for those lacking strong technical backgrounds. - Users find the **difficult learning** curve of Redpoint CDP challenging, especially for those without technical skills. - Users find the **difficult navigation** of the Redpoint Customer Data Platform challenging, especially for non-technical marketers. - Users find the **Redpoint CDP not user-friendly** , especially for non-technical marketers facing a steep learning curve. - Users note a **steep learning curve** with Redpoint CDP, particularly for those lacking technical expertise. #### What Are Recent G2 Reviews of Redpoint Customer Data Platform? **["Achieving True Data Readiness with Redpoint CDP"](https://www.g2.com/survey_responses/redpoint-customer-data-platform-review-10260650)** **Rating:** 5.0/5.0 stars _— Sanjay M._ [Read full review](https://www.g2.com/survey_responses/redpoint-customer-data-platform-review-10260650) **["Unified Customer Data Solutions with Scalability"](https://www.g2.com/survey_responses/redpoint-customer-data-platform-review-12734300)** **Rating:** 4.0/5.0 stars _— Marc B._ [Read full review](https://www.g2.com/survey_responses/redpoint-customer-data-platform-review-12734300) #### What Are G2 Users Discussing About Redpoint Customer Data Platform? - [What is Redpoint Customer Data Platform used for?](https://www.g2.com/discussions/what-is-redpoint-customer-data-platform-used-for) ### [Salesmate](https://www.g2.com/products/salesmate/reviews) Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 #### How Do G2 Users Rate Salesmate? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10) #### Who Is the Company Behind Salesmate? - **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate) - **Company Website:** www.salesmate.io - **Year Founded:** 2016 - **HQ Location:** Charlotte, NC - **Twitter:** @SalesmateIO 2,114 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small, 14% Medium #### What Do G2 Reviewers Say About Salesmate? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions. - Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience. - Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience. - Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence. - Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process. ##### Cons - Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences. - Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations. - Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality. - Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially. - Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments. #### What Are Recent G2 Reviews of Salesmate? **["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899) **["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)** **Rating:** 5.0/5.0 stars _— Verified User in Real Estate_ [Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513) #### What Are G2 Users Discussing About Salesmate? - [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free) - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work) ### [Alpine IQ](https://www.g2.com/products/alpine-iq/reviews) Alpine IQ empowers high-risk industries by providing customer-focused technology to help retailers and brands of all sizes resolve growth challenges and generate revenue. The company provides customers with the industry's most extensive suite of tools to protect, segment, and promote all in-store and online operations. **Average Rating:** 4.7/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate Alpine IQ? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Customization :** 9.4/10 (Category avg: 8.4/10) - **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.4/10 (Category avg: 8.5/10) #### Who Is the Company Behind Alpine IQ? - **Seller:** [AIQ (Alpine IQ)](https://www.g2.com/sellers/aiq-alpine-iq) - **Year Founded:** 2019 - **HQ Location:** Denver, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eeab43d43dcd4634e2699f639ab75ec9dd546bb042e8e1682b31a134798a14bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falpine-iq&secure%5Burl_type%5D=linkedin_company_website) 107 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 55% Small, 18% Medium #### What Do G2 Reviewers Say About Alpine IQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Alpine IQ, as it simplifies customer engagement and data management. - Users value the **robust analytics** of Alpine IQ, enhancing insights into customer behavior and marketing effectiveness. - Users value the **easy customer engagement** through unified data, advanced segmentation, and automated messaging features of Alpine IQ. - Users value the **user-friendly engagement tools** in Alpine IQ, enhancing customer interactions and driving conversions effectively. - Users commend the **comprehensive integration** of Alpine IQ, enhancing customer engagement and simplifying marketing processes effortlessly. ##### Cons - Users find the **learning curve challenging** , requiring time to understand features and navigate the interface effectively. - Users find the **complex features** of Alpine IQ challenging, especially when trying to navigate reporting and customization. - Users face challenges with **complex reporting** , noting a steep learning curve and a need for better customization. - Users face challenges with the **dashboard issues** as it lacks intuitiveness and clarity, complicating their overall experience. - Users find the **dashboard usability** of Alpine IQ challenging, especially in understanding and customizing features effectively. #### What Are Recent G2 Reviews of Alpine IQ? **["Powerful Customer Engagement Tool with Some Room for Improvement"](https://www.g2.com/survey_responses/alpine-iq-review-12267748)** **Rating:** 5.0/5.0 stars _— Verified User_ [Read full review](https://www.g2.com/survey_responses/alpine-iq-review-12267748) **["Effective Customer Data Platform with Room for Improvement"](https://www.g2.com/survey_responses/alpine-iq-review-12283015)** **Rating:** 5.0/5.0 stars _— Saurabh G._ [Read full review](https://www.g2.com/survey_responses/alpine-iq-review-12283015) ### [Ambassador Software](https://www.g2.com/products/ambassador-software/reviews) Ambassador is a customer activation and incentives platform built to help companies drive measurable growth through referrals, affiliates, incentives, and feedback, all tied directly to revenue. Ambassador 3.0 provides a unified system for activating customers and partners, capturing real feedback, and tracking outcomes back to attribution and ROI. With built-in automation and Hiro, Ambassador’s AI-powered feedback engine, teams can launch programs quickly, scale engagement efficiently, and understand exactly what is driving performance. Companies use Ambassador to: • Launch and scale referral and affiliate programs • Incentivize customer and partner actions with automated rewards • Collect structured feedback at critical moments across the customer lifecycle • Turn feedback and behavioral signals into automated actions • Track attribution, performance, and revenue impact in one platform Unlike point solutions that focus on a single growth tactic, Ambassador brings activation, incentives, feedback, and measurement together, so teams can reduce tooling sprawl, lower CAC, and make smarter growth decisions based on real customer data. Ambassador is purpose-built for modern GTM teams that need clarity, efficiency, and provable ROI, not more dashboards or disconnected tools. **Average Rating:** 4.5/5.0 **Total Reviews:** 75 #### How Do G2 Users Rate Ambassador Software? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) #### Who Is the Company Behind Ambassador Software? - **Seller:** [Ambassador](https://www.g2.com/sellers/ambassador) - **Company Website:** www.getambassador.com - **Year Founded:** 2021 - **HQ Location:** Seattle WA - **Twitter:** @Ambassador 3,933 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=617fe5a6111ff73fd868f0fa3edc23392cf8defac09a9206b70bae901108f92a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F944048%2F&secure%5Burl_type%5D=linkedin_company_website) 42 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Financial Services - **Company Size:** 45% Small, 43% Medium #### What Do G2 Reviewers Say About Ambassador Software? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive ease of use** of Ambassador Software, making setup and tracking campaigns effortless. - Users highlight the **exceptional customer support** from Ambassador Software, noting responsiveness and expertise during setup and campaigns. - Users value the **flexibility and ease** of creating effective referral programs tailored to their needs with Ambassador Software. - Users commend the **easy setup** of Ambassador Software, facilitated by excellent onboarding and supportive resources. - Users commend the **helpful support** from Ambassador Software, appreciating their responsiveness and expertise in achieving client goals. ##### Cons - Users express concerns over the **lack of customization** in Ambassador Software, limiting its adaptability to specific program needs. - Users experience a **steep learning curve** initially, but support eases the transition to effective use. - Users find the **complexity** in Ambassador Software overwhelming, particularly with its confusing backend and onboarding experience. - Users find the **limited customization** options in Ambassador Software restrict their ability to tailor the experience effectively. - Users find the **poor usability** of Ambassador Software overwhelming and non-intuitive, hindering their overall experience. #### What Are Recent G2 Reviews of Ambassador Software? **["Effective marketing tool that's user friendly"](https://www.g2.com/survey_responses/ambassador-software-review-9471897)** **Rating:** 4.0/5.0 stars _— Lauren W._ [Read full review](https://www.g2.com/survey_responses/ambassador-software-review-9471897) **["Extremely happy!"](https://www.g2.com/survey_responses/ambassador-software-review-9750548)** **Rating:** 5.0/5.0 stars _— Ashley L._ [Read full review](https://www.g2.com/survey_responses/ambassador-software-review-9750548) #### What Are G2 Users Discussing About Ambassador Software? - [What is the difference between an ambassador and an affiliate?](https://www.g2.com/discussions/what-is-the-difference-between-an-ambassador-and-an-affiliate) - [What type of marketing is brand ambassador?](https://www.g2.com/discussions/what-type-of-marketing-is-brand-ambassador) - [What is ambassador application?](https://www.g2.com/discussions/what-is-ambassador-application) - [What is a referral ambassador?](https://www.g2.com/discussions/what-is-a-referral-ambassador) ### [Corefactors](https://www.g2.com/products/corefactors-crm/reviews) Corefactors is a RevOps-enabling end-to-end CRM platform. The platform aims to cater to the growing need for a unified platform to manage customer relations and customer-facing teams. With the proliferation of customer touchpoints, intensifying competition, and ever-heightening customer expectations, Corefactors CRM enables the RevOps ecosystem and reduces revenue leakages by aligning them and creating a 360⁰ view of customer and business. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate Corefactors? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.2/10 (Category avg: 8.7/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) #### Who Is the Company Behind Corefactors? - **Seller:** [Corefactors](https://www.g2.com/sellers/corefactors-b6ef3a5a-865f-4141-afc3-d53b853d2c94) - **Year Founded:** 2013 - **HQ Location:** Bengaluru, IN - **Twitter:** @AICorefactors 45 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da6122844574bdbe5cc38835f0176b4015be714b513844da5a0791c849357c7f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadnaksmarketingsolutionsprivatelimited&secure%5Burl_type%5D=linkedin_company_website) 59 employees on LinkedIn® - **Phone:** +91 80673 35577 #### Who Uses This Product? - **Company Size:** 45% Small, 27% Large #### What Do G2 Reviewers Say About Corefactors? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Corefactors, highlighting its intuitive setup and seamless user interface. - Users commend the **responsive customer support** of Corefactors, enhancing communication workflows and real-time performance tracking. - Users highlight the **powerful automation** features of Corefactors, enhancing efficiency in sales, marketing, and support. - Users appreciate the **automation features** of Corefactors for streamlining workflows and reducing manual effort significantly. - Users value the **easy integrations** of Corefactors, enhancing communication workflows and overall efficiency in operations. ##### Cons - Users experience **dashboard issues** like lagging performance, limited customization, and inadequate support during peak times. - Users find **limited customization** options in Corefactors, restricting their ability to tailor features effectively. - Users find the **limited analytics** and customization options frustrating for deeper insights and functionality. - Users experience **poor customer support** , noting slow response times and challenges during peak hours affecting overall satisfaction. - Users experience **slow loading times** with Corefactors, which can hinder the overall user experience and efficiency. #### What Are Recent G2 Reviews of Corefactors? **["Exceptional service and quality products"](https://www.g2.com/survey_responses/corefactors-review-11726723)** **Rating:** 4.5/5.0 stars _— Mohan B._ [Read full review](https://www.g2.com/survey_responses/corefactors-review-11726723) **["A Reliable All-in-One CRM with Great Support"](https://www.g2.com/survey_responses/corefactors-review-11661197)** **Rating:** 4.0/5.0 stars _— Vinoob G._ [Read full review](https://www.g2.com/survey_responses/corefactors-review-11661197) #### What Are G2 Users Discussing About Corefactors? - [What is Teleduce used for?](https://www.g2.com/discussions/what-is-teleduce-used-for) ### [LeadJourney](https://www.g2.com/products/leadjourney/reviews) LeadJourney is a performance marketing tracking and reporting platform built for lead generation businesses, agencies, freelancers, and B2B teams that want to connect advertising activity with real sales outcomes. The platform brings together ad tracking, traffic channel reporting, CRM data, offline conversion tracking, and revenue insights in one dashboard. Instead of only measuring clicks, form submissions, or platform-reported conversions, LeadJourney helps users understand which campaigns, ads, and traffic sources generate qualified leads, booked calls, customers, and revenue. LeadJourney is designed to provide a single source of truth for performance marketing teams. It helps users track the full customer journey, measure lead quality, send offline conversion data back to ad platforms, create custom KPIs, and optimize campaigns based on actual ROI. The platform also includes Atlas AI, a marketing intelligence layer that helps users analyze performance, identify wasted spend, compare campaigns, and find opportunities faster using AI-powered insights. **Average Rating:** 5.0/5.0 **Total Reviews:** 7 #### Who Is the Company Behind LeadJourney? - **Seller:** [LeadJourney](https://www.g2.com/sellers/leadjourney) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22125a6c88c49318fe8fd834a47aff68f36d9317907d1938b3c68b7742285506&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadjourney-io%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 88% Medium, 25% Small #### What Are Recent G2 Reviews of LeadJourney? **["LeadJourney Makes Lead Tracking and Campaign Performance Effortless"](https://www.g2.com/survey_responses/leadjourney-review-12867960)** **Rating:** 5.0/5.0 stars _— Jonas S._ [Read full review](https://www.g2.com/survey_responses/leadjourney-review-12867960) **["All Lead Sources in One Place with Full Customer Journey Tracking"](https://www.g2.com/survey_responses/leadjourney-review-13069838)** **Rating:** 5.0/5.0 stars _— Miranda B._ [Read full review](https://www.g2.com/survey_responses/leadjourney-review-13069838) ### [Ricochet360](https://www.g2.com/products/speed-to-contact-llc-ricochet360/reviews) Ricochet360 is the All-in-One Auto Dialer, CRM/Lead Management, and Marketing Automation Platform designed for both inbound & outbound agents looking for a competitive advantage by enabling them to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate 95% of their daily workflows. **Average Rating:** 4.4/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate Ricochet360? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 9.4/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Ricochet360? - **Seller:** [Speed to Contact](https://www.g2.com/sellers/speed-to-contact) - **Year Founded:** 2010 - **HQ Location:** El Segundo, CA - **Twitter:** @speedtocontact 519 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d21dcaa238c02ddb6489b060b10a3af29a3703216b92cbe2fb642fcf62e0cfb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1873214&secure%5Burl_type%5D=linkedin_company_website) 68 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 57% Medium, 35% Small #### What Do G2 Reviewers Say About Ricochet360? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of Ricochet360, making navigation and setup simple for everyone. - Users value the **easy integration** of Ricochet360, seamlessly connecting tools and enhancing productivity without hassle. - Users value the **efficient lead management system** in Ricochet360, which boosts conversion rates and improves tracking. - Users value the **user-friendly interface** of Ricochet360, making navigation and setup effortless for everyone. - Users value the **efficiency of automation** in Ricochet360, streamlining processes and improving overall productivity. ##### Cons - Users face **complex setup challenges** with Ricochet360, limiting customization options for advanced business scenarios. - Users find Ricochet360's **dashboard customization limited** , lacking flexibility for rearranging widgets and complex setups. - Users find Ricochet360's **customization flexibility limited** , hindering complex project management and dashboard adjustments. - Users find Ricochet360's **customization flexibility limited** , especially for complex scenarios and dashboard arrangements. - Users find Ricochet360's **limited customization** restricts adaptability for complex business needs, impacting project management and dashboard flexibility. #### What Are Recent G2 Reviews of Ricochet360? **["Essential CRM for Streamlined Game Partnerships"](https://www.g2.com/survey_responses/ricochet360-review-12964009)** **Rating:** 4.0/5.0 stars _— Verified User in Computer Games_ [Read full review](https://www.g2.com/survey_responses/ricochet360-review-12964009) **["Effortless Dialing, Boosts Productivity"](https://www.g2.com/survey_responses/ricochet360-review-12228095)** **Rating:** 5.0/5.0 stars _— Jesus Miguel B._ [Read full review](https://www.g2.com/survey_responses/ricochet360-review-12228095) #### What Are G2 Users Discussing About Ricochet360? - [What is Ricochet360 used for?](https://www.g2.com/discussions/what-is-ricochet360-used-for) ### [Simplero](https://www.g2.com/products/simplero/reviews) Simplero helps coaches and knowledge creators build a business and life they love by simplifying their software stack down to one fun & easy-to-use platform so they can develop meaningful relationships with their customers. From creating courses, building websites, and sending emails- to selling products, managing affiliate programs, and automations. With Simplero, you can run your online business all in one place, not all over the place. Simplero empowers leaders to build communities that change the world. - Amazing Support - Build Websites and Landing pages - Affiliate management - Email marketing and automations - Payments and subscriptions - Courses and communities - Customer insights **Average Rating:** 4.2/5.0 **Total Reviews:** 10 #### How Do G2 Users Rate Simplero? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10) #### Who Is the Company Behind Simplero? - **Seller:** [Simplero](https://www.g2.com/sellers/simplero) - **Year Founded:** 2009 - **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=520a42c9ad79ec6af8357745a22d0b861ffa61b2073a5f4a432fc13db02a772d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimplero&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 70% Small #### What Are Recent G2 Reviews of Simplero? **["Best all in one tool for CRM, marketing , payment and communities"](https://www.g2.com/survey_responses/simplero-review-7976687)** **Rating:** 5.0/5.0 stars _— Sonu H._ [Read full review](https://www.g2.com/survey_responses/simplero-review-7976687) **["Highly Recommend!"](https://www.g2.com/survey_responses/simplero-review-5150467)** **Rating:** 5.0/5.0 stars _— Robyn K._ [Read full review](https://www.g2.com/survey_responses/simplero-review-5150467) #### What Are G2 Users Discussing About Simplero? - [What is a Simplero ID?](https://www.g2.com/discussions/what-is-a-simplero-id) - [Where is Simplero located?](https://www.g2.com/discussions/where-is-simplero-located) - [How much does Simplero cost?](https://www.g2.com/discussions/how-much-does-simplero-cost) - [What does Simplero do?](https://www.g2.com/discussions/what-does-simplero-do) ### [Zoho Marketing Plus](https://www.g2.com/products/zoho-marketing-plus/reviews) Zoho Marketing Plus is a unified marketing platform built to help marketing teams collaborate better, create faster, and execute campaigns across every channel from one place. Marketing teams can run email, social media, SMS, webinars, surveys, landing pages, and online/offline events—all, in a unified workspace. With a real-time, unified dashboard, Zoho Marketing Plus helps you measure true marketing ROI, track budgets and expenses, and optimize performance across every campaign. This ensures your customers get a consistent, delightful brand experience while your marketing team works more efficiently with less chaos. Key Capabilities • Brand & Team Management Manage multiple brands, set user roles (admin, marketer, or custom), add team members, collaborate through comments, share feedback, and keep everyone aligned. • Contacts Management Store and manage customer data—including preferences, interactions, and activity history—to deliver personalized and targeted marketing experiences. • Campaign & Project Management Plan campaigns, break work into tasks, assign ownership using Kanban boards, and track progress end-to-end for faster execution. • Budget & Expense Management Allocate marketing budgets, track spending for every project and activity, and analyze cost-to-return effectiveness with built-in charts. • Marketing Collateral Management Create, organize, and manage all brand assets—documents, videos, product images, creatives, and more—in one centralized library. • Omnichannel Campaign Execution Launch and manage campaigns across email, social media, surveys, webinars, events, SMS, and even record offline media activities like billboards and print ads. • Website Optimization Make data-driven improvements to your website, optimize user journeys, and deliver personalized experiences to every visitor. • Marketing Automation Use ready-made workflows and journey templates to automate campaigns and deliver personalization at scale across multiple touchpoints. • Unified Analytics & ROI Tracking Get a single source of truth for your marketing performance. Track KPIs, compare campaigns, and measure ROI with consolidated visual dashboards. **Average Rating:** 4.3/5.0 **Total Reviews:** 13 #### How Do G2 Users Rate Zoho Marketing Plus? - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.0/10) - **Customization :** 9.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.2/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Zoho Marketing Plus? - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 employees on LinkedIn® - **Phone:** +1 (888) 900-9646 #### Who Uses This Product? - **Company Size:** 50% Small, 36% Medium #### What Do G2 Reviewers Say About Zoho Marketing Plus? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **integration of multiple marketing tools** in Zoho Marketing Plus, streamlining their campaign management effectively. - Users value the **detailed analytics** in Zoho Marketing Plus, making performance tracking effortless and efficient. - Users value the **automation features** of Zoho Marketing Plus, significantly simplifying campaign management and enhancing productivity. - Users praise the **s seamless integration of multiple marketing tools** , enhancing campaign management and simplifying workflows effectively. - Users value the **detailed user analytics** in Zoho Marketing Plus, enabling effective campaign performance tracking and management. ##### Cons - Users find a **steep learning curve** for beginners, particularly in grasping integrated applications and limited customization options. - Users feel the **limited customization** options hinder their ability to tailor reports and features effectively. - Users experience **slow performance** during login and integration, hindering a smoother workflow with Zoho Marketing Plus. - Users find the **login process time-consuming** and experience slow progress with third-party integration challenges. - Users experience **access issues** due to lengthy login processes, preferring a more streamlined one-page login. #### What Are Recent G2 Reviews of Zoho Marketing Plus? **["Zoho Marketing Plus: A Decent Tool for Emerging Marketing Campaigns"](https://www.g2.com/survey_responses/zoho-marketing-plus-review-10395474)** **Rating:** 4.5/5.0 stars _— Akhileshwar S._ [Read full review](https://www.g2.com/survey_responses/zoho-marketing-plus-review-10395474) **["Comprehensive Marketing Tool with Great Features"](https://www.g2.com/survey_responses/zoho-marketing-plus-review-10407580)** **Rating:** 5.0/5.0 stars _— Vishwjeet S._ [Read full review](https://www.g2.com/survey_responses/zoho-marketing-plus-review-10407580) - [‹ Prev‹ Prev](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=14#product-list) - [1](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score#product-list) - [2](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=2#product-list) - … - [11](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=11#product-list) - [12](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=12#product-list) - [13](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=13#product-list) - [14](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=14#product-list) - 15 - [16](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=16#product-list) - [17](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=17#product-list) - [18](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=18#product-list) - [19](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=19#product-list) - … - [33](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=33#product-list) - [34](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=34#product-list) - [Next ›Next ›](/categories/marketing-automation?agency_tier=gold&filterTags=oil-gas%252525252Foman%252525252Fwest-virginia&order=g2_score&page=16#product-list) Spotlight Categories [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) [Identity and Access Management (IAM) Software](https://www.g2.com/categories/identity-and-access-management-iam) [Threat Intelligence Software](https://www.g2.com/categories/threat-intelligence) [Session Replay Software](https://www.g2.com/categories/session-replay) [Multi-Country Payroll Software](https://www.g2.com/categories/multi-country-payroll) Similar Categories - [Account-Based Marketing](/categories/account-based-marketing) - [Affiliate Marketing](/categories/affiliate-marketing) - [App Store Optimization](/categories/app-store-optimization) - [Audience Intelligence Platforms](/categories/audience-intelligence-platforms) - [B2B Services Review Platforms](/categories/b2b-services-review-platforms) - [Blogger Outreach](/categories/blogger-outreach) - [Book Marketing Tools](/categories/book-marketing-tools) - [Brand Intelligence](/categories/brand-intelligence) - [Consumer Insights Platforms](/categories/consumer-insights-platforms) - [Consumer Video Feedback](/categories/consumer-video-feedback) - [Content Curation](/categories/content-curation) - [Content Marketing](/categories/content-marketing) - [Conversational Marketing](/categories/conversational-marketing) - [Conversion Rate Optimization Tools](/categories/conversion-rate-optimization-tools) - [Customer Data Platform (CDP)](/categories/customer-data-platform-cdp) [Browse Marketing Automation Themes](/categories/marketing-automation/themes) ![Alanna Iwuh](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alanna Iwuh") A Researched and written by [Alanna Iwuh](https://research.g2.com/insights/author/alanna-iwuh) Updated July 10, 2025 Marketing automation software helps businesses streamline and scale their marketing efforts by automating campaigns, workflows, or tasks across multiple channels. These platforms serve as a centralized marketing database to enable teams to create segmented, personalized, and timely marketing experiences for customers or prospects based on customer interaction data. These marketing automation tools should ideally support omnichannel marketing engagement across email, SMS, WhatsApp, social media, direct mail, digital advertising, and more. A key component of marketing automation tools is the ability to create highly personalized journeys based on user behavior, preferences, and lifecycle stage. By leveraging dynamic content, segmentation, and behavioral triggers, marketers can tailor messages to individual users in real time. This level of personalization improves engagement and conversion rates by reaching customers through the right channel at the right time. Marketing automation products often integrate with [customer relationship management (CRM) software](https://www.g2.com/categories/crm), [customer data platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [social media management software](https://www.g2.com/categories/social-media-mgmt), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), and [account-based orchestration platforms](https://www.g2.com/categories/account-based-orchestration-platforms). While marketing automation tools do include [email marketing](https://www.g2.com/categories/email-marketing) features, products in G2's Marketing Automation category are excluded from the Email Marketing software category, which houses tools that primarily address automation in the email channel. To qualify for inclusion in the Marketing Automation category, a product must: - Automate two or more of the following workflows: email, social media, SMS, and digital ads - Provide advanced email marketing capabilities including A/B testing, spam filter testing, scheduling, segmentation, and detailed performance reporting - Act as a central marketing database for marketing information and interactions - Allow dynamic segmentation of marketing campaign targets - Contact targets across multiple channels after specific actions, triggers, or periods of time - Generate forms and landing pages to collect prospect information - Provide analytics and reports that track the entire lifecycle of a campaign, including ties to revenue and campaign return-on-investment (ROI) - Provide personalization features to tailor marketing campaigns based on customer behavior - Integrate with sales or marketing software such as CRM, CDP, or e-commerce platforms - Not be categorized in the email marketing software category — products must cater to multiple channels, including email marketing Show More * * * ## How Do You Choose the Right Marketing Automation Software? ### What You Should Know About Marketing Automation Software ### What is Marketing Automation Software? Marketing automation software allows companies to optimize their marketing strategy by automating marketing tasks such as email marketing, social media posts, and lead generation. The automation of these tasks is made possible by creating an automation workflow. A workflow serves as the path that triggers one marketing task after another. An example of this would be when a new customer creates an account on your website, which triggers a welcome email to be sent out to them. Once that welcome email is triggered, product announcement emails are sent, then sale announcement emails, and so on. Each step in the workflow is prompted automatically by a previous step, so no one has to do each step manually. The workflow can then be shaped around any marketing task, whether that is social media management, lead acquisition, or A/B testing. With this in mind, marketing automation software is not a one-off function that can be automated for years on end. Workflows must be manually updated so the marketing material remains relevant and engaging for customers. While the actual function of email marketing can be automated, the content of the email must be updated with current offerings, company updates, or other relevant information. Key Benefits of Marketing Automation Software - Measure campaigns to optimize, justify, and prioritize initiatives - Reduce time spent administering marketing programs and completing tasks - Improve close rates with timely and relevant engagement - Boost brand and messaging consistency across campaigns and channels via templates and standards - Shorten sales cycles with quicker response times - Customize marketing to each customer’s needs - Create scheduled and automated activities for around-the-clock engagement without manual effort ### Why Use Marketing Automation Software? Marketing automation tools allow you to spend more time focusing on creative solutions while increasing your close rate and improving the quality of your leads. This software helps develop your business and lets you focus on more pressing aspects of day-to-day functions. For starters, you will be able to reduce your staffing costs by a considerable amount; lead nurturing and marketing campaigns can be run automatically instead of manually, enabling your business to potentially send thousands of personalized emails a day without lifting a finger. This type of automation also helps your sales activity dramatically by improving your lead management and prioritization, which usually results in a better ROI. In addition, marketing automation tools hold your marketing and sales teams accountable for their performance with concrete data points, giving you the ability to adjust and improve your business strategies. Key Business Problems Solved with Marketing Automation Software - Create more targeted, well-informed content - Provide overall message direction based on customer data - Customize messaging across a customer base - Personalize messaging without manual entry - Reduce staffing and labor costs ### Who Uses Marketing Automation Software? Small businesses and large enterprises alike can benefit from marketing automation software. If you are a small business, you can directly benefit from marketing automation tools without having to increase your headcount, which can be especially important for companies with a small workforce and limited hiring capital. While the initial setup requires an investment of time to customize your platform, the overall result will be a significant decrease in tedious marketing tasks and a more effective sales cycle. From a small-business perspective, it’s exceedingly important to be effective and intentional with the finite amount of resources at your disposal. Marketing automation tools will allow your staff to make the most out of the hours allotted to them, freeing up time for creative solutions instead of repetitive tasks. These tools can optimize your staff’s time, allowing for a more effective business strategy. **Marketing teams —** Marketing automation tools allow marketing teams to automate tedious tasks, organize workflows, and collect more customer data. By automating marketing tasks like email marketing, lead generation, and digital advertising, marketing teams save plenty of time and are able to focus more time on analyzing their data. Spending more time with this data results in a more effective marketing strategy. **Sales teams —** Marketing automation software allows sales teams to leverage marketing data to identify qualified leads, analyze customer sentiment, and establish better communication with customers. When sales teams understand what leads have expressed a major interest in the product, they can reach out to customers based on actual data and turn cold calls into warm calls. With marketing automation data, sales teams can also be notified when the best time is to reach out to their leads. If leads are on a pricing page, this can trigger an alert to a sales rep to reach out to that lead and talk them through the product offering. **Content managers —** Content managers can use marketing automation software to automate the content publishing process. This allows content marketing teams to schedule posts for the most effective times during the day, which can drive more visibility for their content. ### Kinds of Marketing Automation Software Marketing automation software is an umbrella term for any software that allows companies to automate or streamline their marketing efforts to improve operational efficiency and increase revenue. With this in mind, many tools that businesses use on a day-to-day basis contain marketing automation functionalities, including CRM and email marketing tools. However, while many tools provide marketing automation, these products may vary in their focus and breadth of features. Below are some of the different focuses you may find in a marketing automation solution: **Inbound marketing automation —** Inbound marketing automation is designed for marketing teams that focus more on content management. This usually translates to teams that write blogs or post social media content to attract new customers. Within inbound marketing, some examples of tasks that can be automated include marketing analytics, reputation management, social media monitoring, and sales lead generation. The automation of these aspects frees up time for marketers to analyze the customer data and make informed decisions on how to improve marketing strategies. **Lead management and nurturing automation —** With lead management and nurturing automation, sales teams can automate the process of acquiring and qualifying leads based on which are most likely to convert. This is particularly useful for sales teams, as users capable of setting parameters for what constitutes a qualified lead. This may be when prospective customers visit your product page three times, or it may be when they only come once. You get to decide when the automation tool triggers a sales notification that will alert sales reps to reach out to qualified leads and close a sale. With this tool, sales reps can save plenty of time by focusing on only the most qualified leads. **Pricing automation —** E-commerce websites and online retailers can use pricing automation tools to close more sales. If a customer has come to your website and has been browsing a certain product multiple times, then it is very likely that they are considering buying that product. With pricing automation, retailers can automatically drop or raise prices based on interest or repeated product page visits. This allows retail sites to close more deals by offering customers a price point that they are willing to settle on. **B2B (business to business) vs. B2C (business to consumer)** — Both B2B and B2C companies can experience value from using marketing automation software to send more personalized, timely, and relevant messages to consumers. B2B and B2C businesses do, however, have differing needs that must be met from this type of software. First, B2B companies have considerably longer buying cycles, and the decision process involves more steps. Additionally, B2B buying decisions are not typically made by just one individual; there are often numerous decision-makers that conduct extensive research before making a purchase. Meanwhile, B2C consumers typically make decisions on an individual basis and generally make buying decisions faster than B2B consumers. These differences impact a business’ marketing strategy, the channels in which they reach their consumers, and the types of content that get automated. Consequently, B2B and B2C companies consider marketing automation software features differently. B2B companies leverage marketing automation software to assist in nurturing their leads throughout the sales cycle and look for features like integration into their CRM, lead scoring, and high-quality data (i.e., no duplicate contact records). B2C companies focus on the customer journey and making data-driven, predictive recommendations for products or services, typically requiring features such as retargeting, retention marketing, and personalized cart and browse abandonment messages. Since B2C companies typically experience a shorter sales cycle, personalization of their websites and messaging is of utmost importance; the marketing automation software they choose to implement typically needs to integrate with e-commerce sites. In contrast, while nurturing their leads, B2B companies use marketing automation software to send educational and event-based emails to increase brand awareness. Finally, the channels in which B2B and B2C companies reach their consumers differ. Both B2B and B2C businesses rely on email marketing, but B2C businesses often use other channels as well. That being said, they often look for marketing automation software than can support automation with other channels, including SMS, push notifications, and social media messaging. ### Marketing Automation Software Features **Email marketing —** One of the main functions of marketing automation software is the automation of email marketing. For example, once a customer signs up for your company’s newsletter, marketing automation takes over and can start sending out email marketing campaigns based on events, online activities, and lead scores. Email marketing functions also automate the personalization and branding of marketing emails. This way, each email that gets sent out is a personally addressed letter to whomever signed up for your newsletter. A final important function of email marketing automation is managing email deliverability.This ensures inbox delivery and includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This way, businesses can focus on analytics and profit rather than manually attending to every customer need. **Social media marketing —** Marketing automation software allows businesses to automate the process of managing a social media campaign, which can increase customer engagement and visibility for your brand or product. With automation tools, you can schedule automated posts such as polls, sweepstakes, and referral programs. Then, marketing automation software can evaluate the customer sentiment of your posts by measuring likes, comments, replies, and retweets. Not only does this help raise brand awareness, but it also allows users to see how their brand is being perceived. **Lead management —** Using marketing automation software to manage leads is one of the most effective ways to attract new customers. With lead scoring and grading features, marketing automation software can automatically qualify and score leads based on demographics, as well as prospect online behaviors like recency and frequency. Additionally, businesses can automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and predefined campaign steps. Automated [behavior tracking](https://www.g2.com/categories/marketing-automation?filters%5Bverified_features%5D%5B%5D=108&utf8=%E2%9C%93) then tracks which emails a prospect opens and clicks, what web pages they visit, and what keywords they use. All of these lead management tools allow businesses to collect and analyze prospect data without having to do the leg work of manually assessing each customer lead. **Advertising automation —** Marketing automation tools can lead customers down the sales funnel by automating when leads see certain advertisements. If customers are revisiting a product page multiple times, this triggers your marketing automation software to present the customer with product advertisements based on where they are in the sales funnel. If they are strongly considering buying the product, then this might trigger a sales advertisement, or if they have been looking at competing products then this might also trigger an advertisement from your website. This helps to keep your product visible so customers always consider purchasing your product, even when they are considering another product as well. **Workflow management —** Workflow management automates a process that typically requires intervention by several different users due to its series of steps. Administrators can write rules to determine who, and when, a user needs to complete a step. This also includes notification of users when they need to take action, which creates one fluid workflow that is meant to lead customers through the sales funnel, all the way from awareness to purchase. **Mobile marketing —** To supplement both email and social media marketing, marketing automation tools also have the capability of automating mobile marketing. Users can communicate with customers by sending out push notifications, wearable device notifications, or Apple Wallet and Google Pay notifications. This way, even when apps or websites aren’t open, you can still send mobile notifications so customers are alerted with sale alerts, product announcements, new features, etc. Many marketing automation software tools will also offer the following features:  - [Social media engagement capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-engagement) - [Social media advertising capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-advertising) - [Event/webinar marketing capabilities](https://www.g2.com/categories/marketing-automation/f/event-webinar-marketing) - [Search tracking and optimization capabilities](https://www.g2.com/categories/marketing-automation/f/search-tracking-and-optimization) - [SEO/keyword analytics capabilities](https://www.g2.com/categories/marketing-automation/f/seo-keyword-analytics) - [Social listening capabilities](https://www.g2.com/categories/marketing-automation/f/social-listening) - [Budgeting capabilities](https://www.g2.com/categories/marketing-automation/f/budgeting) - [B2B capabilities](https://www.g2.com/categories/marketing-automation/f/b2b) - [B2C capabilities](https://www.g2.com/categories/marketing-automation/f/b2c) - [Online Behavior Tracking capabilities](https://www.g2.com/categories/marketing-automation/f/online-behavior-tracking) ### Trends Related to Marketing Automation Software **Interactive email marketing —** Email marketing is one of the most-used features in marketing automation software. Although marketers can reach a wide scope of customers by automating thousands of promotional emails, most of those emails don’t provide any brand interaction or personalized content. With this in mind, email marketers are looking to make more personalized and interactive media content in each email. This may include animated GIFs, promotional videos, games, quizzes, etc. ### Potential Issues with Marketing Automation Software **Over-automating —** One of the common pitfalls of using marketing automation software is over-automation, when companies fall under the misconception that marketing automation software is a fix-it-all solution that you can “set and forget." Marketing automation, like many other innovative technologies, works better with human expertise and management. This means consistently monitoring workflow automation in order to reflect new offerings from your business. ### Software and Services Related to Marketing Automation Software [**CRM**](https://www.g2.com/categories/crm) **—** Retaining and developing relationships with new and old customers is paramount for any growing business. As such, it’s important that your marketing automation tool integrates with a CRM. By integrating these two together, you can have a one-stop shop for marketing analysis and customer data. Not only can you view customer information such as name, address, and company info, but you can also view important marketing information such as which pages they visit, the duration of those visits, and which products they are most interested in. Furthermore, since marketing automation software automatically scores leads based on how likely they are to convert into a customer, it’s important to have your leads and customer information in one place so sales and marketing teams can team up on strategizing how to close a sale. Aside from closing new deals, marketing automation can also reignite interest in old customers by sending out drip email campaigns. If your marketing automation software is integrated with your CRM, you can identify all your old customers and send them content periodically in the hopes of reattracting them to your brand. Ultimately, the coupling of your CRM and marketing automation will also bring you the clearest view on which marketing initiatives are attracting new customers and which ones are not. This will enable your company to track ROI in real time and provide insight into making smarter business decisions based on concrete customer data. [**Project management**](https://www.g2.com/categories/project-management) **—** Project management software assists employees, administrators, and teams in managing team goals and long-term projects, as well as coordinating individual tasks. Since marketing automation revolves around creating workflows, it’s important to visualize all of the necessary steps that must be completed before creating an automated workflow. With a project management tool, marketing teams can collaborate and pull assets together to create one streamlined marketing campaign. [**Social media advertising**](https://www.g2.com/categories/social-media-advertising) **—** It goes without saying that more and more people are being both informed and influenced by products that are advertised on social media. With Instagram, Facebook, and Twitter being some of the most visited websites in the world, marketers must make their brand visible across these channels in order to stay competitive. Integrate your marketing automation software with social media advertising software so you can automate the process of buying, managing, and placing social ads.