# Best Marketing Automation Software - Page 23

## 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**

### Marketing Automation Corp

Marketing Automation Corp. (MAC) has proudly served the global market with marketing automation and CRM services for over 15 years. We’ve served 1,250+ clients over the years across verticals, from start-ups to global enterprises. Our team consists of certified experts in all the best marketing automation & CRM platforms out there, including Marketo, HubSpot, Salesforce CRM, Salesforce Pardot, Salesforce Marketing Cloud, and Eloqua. We offer end-to-end support, marketing strategy, design, web development, CRM services, analytics, and more. MAC prides itself on client attentiveness, responsive turn-arounds, and strong commitment to client success. Our flexible billing options gives you the option to choose from set-scope projects, hourly rates, or long-term retainers. When you choose us, you get direct access to our Toronto-based team of certified experts. We’ll take the time to understand your business and integrate seamlessly with your team to take projects from strategy to execution. Ready to transform your marketing automation strategy? Let's talk!

[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=2026-08-01T17%3A21%3A50Z&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=102916&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%3D23&secure%5Btoken%5D=7d94943b1b550c411e5b46a03d86f624bdf890fccea76f077b47a0a1539e54ce&secure%5Burl%5D=https%3A%2F%2Fmarketing-automation.ca%2F&secure%5Burl_type%5D=company_website)

### [Axy AI marketing engine](https://www.g2.com/products/axy-ai-marketing-engine/reviews)

Axy is the first fully autonomous marketing engine built to replace the "manual prompting" era of AI with a data-driven, execution-first architecture. While traditional tools act as assistants that require constant human direction, Axy operates as an invisible marketing partner designed to understand, strategize, and execute on your behalf. The platform’s core strength lies in its ability to build a comprehensive map of real-time market demand. By identifying exactly what customers are looking for at any given moment, Axy eliminates the guesswork often found in organic growth strategies. Once demand is mapped, the engine takes full ownership of the marketing lifecycle: it develops tailored strategies, creates multi-channel campaigns, and handles auto-posting across your digital ecosystem. Built for lean technical teams, B2B SaaS founders, and specialist solopreneurs, Axy moves beyond simple automation. It is a self-optimizing system that consistently learns from performance results, refining its tactics to ensure your brand remains visible and relevant. By delegating your marketing to Axy, you shift your focus from managing fragmented workflows to scaling your business on the back of an autonomous, "no-prompt" marketing engine.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Axy AI marketing engine?

- **Seller:** [Auxetic Studio](https://www.g2.com/sellers/auxetic-studio)
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1e644b2abf1f54116a4e3a26e6205590d7bf070a6623aca9eace8e1afedec1a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faxy-digital%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Axy AI marketing engine?

**["the value and ease of use just makes it a no brainer"](https://www.g2.com/survey_responses/axy-ai-marketing-engine-review-12762581)**

**Rating:** 5.0/5.0 stars

_— Robin L._

[Read full review](https://www.g2.com/survey_responses/axy-ai-marketing-engine-review-12762581)

### [Batch](https://www.g2.com/products/batch/reviews)

Batch is a modern Customer Engagement Platform built for CRM teams seeking greater efficiency, agility, and autonomy in orchestrating their omnichannel campaigns (email, SMS, push notifications, in-app messages, landing pages, Ads, WhatsApp, RCS, etc.). Designed as a no-code solution, it’s the only CEP that combines a seamless interface, intelligent segmentation, an interactive journey builder, all messaging channels, and built-in analytics. With Batch, marketers can independently create, launch, and monitor personalized campaigns — simple or complex — without relying on engineering teams, even for anonymous audiences. The platform is powered by a high-performance, modern data foundation: it connects natively to Snowflake/BigQuery environments or composable CDPs, and consolidates multiple tools into one — campaign orchestrator, email and mobile router, and data platform — while delivering a user experience built for simplicity and performance. With Batch, marketing teams benefit from a sovereign, high-impact platform and expert support to take back control of customer engagement, accelerate CRM cycles, and generate more value with less complexity. With offices in France and Germany, Batch supports over 400 clients across 25 countries — Le Monde, La Redoute, Oscaro, Lacoste, Manomano, SNCF Connect, Tagesspiegel, Sky, Leclerc, Intermarché, Rewe, Lidl, Le Point, Sephora, BVG, Leboncoin, Mobile.de, dm-drogerie markt.

**Average Rating:** 4.6/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Batch?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Batch?

- **Seller:** [Batch](https://www.g2.com/sellers/batch)
- **Year Founded:** 2015
- **HQ Location:** Paris, lle-de-France
- **Twitter:** @batch  
1,923 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77c0a6032754c118a0b523d74a0b84d3be100b69662eb7dea29e603eaf6fd976&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbatch-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
123 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Leisure, Travel & Tourism
- **Company Size:** 46% Large, 41% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **responsive customer support** of Batch, which is always ready to assist with any issues.
- Users praise the **ease of use** of Batch, highlighting its quick setup and excellent customer support.
- Users value the **easy-to-use UX** of Batch, appreciating quick campaign setup and responsive support.
- Users commend Batch for their **business enhancement capabilities** , exceeding expectations through innovative solutions and exceptional support.
- Users highlight the **intuitive UX** of Batch, making campaign setups quick and enjoyable.

##### Cons

- Users find the **missing features** in Batch hinder the setup of an effective omnichannel strategy.
- Users feel the **dashboard can be overwhelming** initially, making advanced push notification setups challenging.
- Users find the **difficult setup** of the omnichannel strategy challenging due to the lack of CEP interface usage.
- Users seek more **feature improvements** and better testing in Batch to enhance their overall experience.
- Users face **integration difficulties** that hinder collaboration with tech teams for deeper exploration and support.

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

**["User friendly and expertise"](https://www.g2.com/survey_responses/batch-review-11310825)**

**Rating:** 4.0/5.0 stars

_— Samira G._

[Read full review](https://www.g2.com/survey_responses/batch-review-11310825)

**["Easy-to-Use Platform with Strong Success Manager Support"](https://www.g2.com/survey_responses/batch-review-12275333)**

**Rating:** 5.0/5.0 stars

_— Benjamin C._

[Read full review](https://www.g2.com/survey_responses/batch-review-12275333)

### [Beschannels SCRM](https://www.g2.com/products/beschannels-scrm/reviews)

All-channels SCRM helps to Target, Attract, And Acquire Customers It’s the first step of BesChannels SCRM marketing automation that helps companies reach target groups via multi-touchpoints and acquire customers. Marketing Automation- Deliver More Win-ready Leads To Sales It’s the second step of BesChannels SCRM marketing automation that helps companies explore high-value potential customers from their fans/members/database. Full-channels Customer Relationship Management - Building Closed Loop of Data Marketing It’s the third step of BesChannels SCRM marketing automation that integrates Omni-channel user data, improves user portraits and enables better understanding of users.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Beschannels SCRM?

- **Seller:** [Beschannels](https://www.g2.com/sellers/beschannels)
- **Year Founded:** 2016
- **HQ Location:** 上海, CN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a963638e6e7cff7ba35574bb71d4c0dfeef9fdb4bc5de6489fcf4e5f532edaf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsales-marketing-hub%2F&secure%5Burl_type%5D=linkedin_company_website)  
169 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About Beschannels SCRM?

- [What is Beschannels SCRM used for?](https://www.g2.com/discussions/what-is-beschannels-scrm-used-for)

### [Birdeye Marketing Automation](https://www.g2.com/products/birdeye-marketing-automation/reviews)

Birdeye Marketing Automation — Built for Multi-Location Brands Birdeye Marketing Automation is an agentic approach to marketing automation built for the complexity of multi-location brands. Traditional marketing automation platforms were designed for centralized organizations with a single brand, a single funnel, and simple workflows. Multi-location brands operate in a fundamentally different reality — with distributed locations, fragmented data, and the need to localize engagement without losing brand control. Location Intelligence: Agents personalize campaigns based on location, business hours, offers, ratings, and local context. Agent-First Automation: Marketers describe campaign goals in plain English, and agents build and execute workflows — from audience selection to content personalization to optimization across email and SMS. Unified Customer Data: Birdeye stitches together customer data from past interactions, visits, survey responses, and CRM sources to build 360° customer profiles. Agents use these profiles to personalize outreach by choosing the best time and channel for each customer, across every location. Built for enterprise-grade compliance (HIPAA, FINRA) with customizable templates and location-level reporting

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Birdeye Marketing Automation?

- **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye)
- **Year Founded:** 2012
- **HQ Location:** Palo Alto, CA
- **Twitter:** @BirdEye\_  
5,232 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97d4071e3de7fd002a6d125d6f043e9a3aa1186c59d8ddbd5983a7913f96581e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2837064%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,442 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of Birdeye Marketing Automation?

**["Very User-Friendly and Easy to Work With"](https://www.g2.com/survey_responses/birdeye-marketing-automation-review-13055797)**

**Rating:** 5.0/5.0 stars

_— Nicole W._

[Read full review](https://www.g2.com/survey_responses/birdeye-marketing-automation-review-13055797)

### [CAS genesisWorld](https://www.g2.com/products/cas-genesisworld/reviews)

CAS genesisWorld is your powerful xRM/CRM standard solution for successful and networked relationship management for Customer Centricity businesses. Your CRM. Fascinatingly simple.

**Average Rating:** 3.5/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate CAS genesisWorld?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)

#### Who Is the Company Behind CAS genesisWorld?

- **Seller:** [CAS Software AG](https://www.g2.com/sellers/cas-software-ag)
- **Year Founded:** 1986
- **HQ Location:** Karlsruhe, DE
- **Twitter:** @CASCRM  
6 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=722b0935a6befb5831f61b3e3ef0119d5adef185a8f5428e9a2ddfad36b02092&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcassoftware&secure%5Burl_type%5D=linkedin_company_website)  
301 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of CAS genesisWorld?

**["Very flexible and user friendly solution "](https://www.g2.com/survey_responses/genesisworld-review-685368)**

**Rating:** 5.0/5.0 stars

_— Ioana R._

[Read full review](https://www.g2.com/survey_responses/genesisworld-review-685368)

**["Best customer maangement and project management tool."](https://www.g2.com/survey_responses/cas-genesisworld-review-4579478)**

**Rating:** 5.0/5.0 stars

_— Lianne C._

[Read full review](https://www.g2.com/survey_responses/cas-genesisworld-review-4579478)

#### What Are G2 Users Discussing About CAS genesisWorld?

- [What is CAS genesisWorld used for?](https://www.g2.com/discussions/what-is-cas-genesisworld-used-for)

### [Centripe](https://www.g2.com/products/centripe/reviews)

Centripe is an all‑in‑one SaaS white‑label software: an AI‑powered growth engine uniting sales, marketing & customer service

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Centripe?

- **Seller:** [CrmOne](https://www.g2.com/sellers/crmone)
- **Year Founded:** 2022
- **HQ Location:** Menlo Park, US
- **Twitter:** @crmone\_global  
10 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=548ba161c5fc6229e3afc181791413621b04ec5bc2fb3312a9de76536d948d85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrmone-global%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Centripe **easy to use** , particularly appreciating its AI features and seamless email platform integration.
- Users appreciate the **smooth integrations** of Centripe with other email platforms, enhancing their overall campaign experience.

##### Cons

- Users find the **monthly pricing high** , which may deter potential users from adopting Centripe.
- Users find the **limited integrations** with shopping platforms to be a drawback alongside the high pricing.

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

**["Great intergrations for email"](https://www.g2.com/survey_responses/centripe-review-11768484)**

**Rating:** 4.0/5.0 stars

_— A P._

[Read full review](https://www.g2.com/survey_responses/centripe-review-11768484)

### [Conversion Blitz](https://www.g2.com/products/conversion-blitz/reviews)

We are the leading sales automation software suite and lead generation tool kit. With 10 tools on one platform suite and +200 features to generate leads for your business, Conversion Blitz is the ultimate solution you need today. Over 300, 000 businesses trust us to get them leads, customers and traffic in addition to conversion rate optimization tools.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Conversion Blitz?

- **Seller:** [Louis Lakatos](https://www.g2.com/sellers/louis-lakatos)
- **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Conversion Blitz?

**["Best marketing tool"](https://www.g2.com/survey_responses/conversion-blitz-review-7562296)**

**Rating:** 4.0/5.0 stars

_— Harikishan M._

[Read full review](https://www.g2.com/survey_responses/conversion-blitz-review-7562296)

### [CONVERTIFIED Marketing Automation Platform](https://www.g2.com/products/convertified-marketing-automation-platform/reviews)

CONVERTIFIED all-in-one marketing automation software for service-based businesses. We helps you automate a binge-worthy buyer journey that runs on autopilot. Get higher conversions, remain top-of-mind at all times, and make your future clients feel like they already know & trust you - without needing to manually do more. By the time they see your offer - they'll already want it.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind CONVERTIFIED Marketing Automation Platform?

- **Seller:** [CONVERTIFIED](https://www.g2.com/sellers/convertified)
- **Year Founded:** 2023
- **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=e9d57cf9d2d8ec34c2c806f2a32b98b37d0b54a14a37185b0a3df8d36bc78dab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvertified%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About CONVERTIFIED Marketing Automation Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of CONVERTIFIED Marketing Automation Platform delivers rapid and efficient results.
- Users appreciate the **time efficiency** of CONVERTIFIED, enabling them to deliver fast results seamlessly.

#### What Are Recent G2 Reviews of CONVERTIFIED Marketing Automation Platform?

**["It helps with tasks and quizes"](https://www.g2.com/survey_responses/convertified-marketing-automation-platform-review-11709350)**

**Rating:** 5.0/5.0 stars

_— Erick G._

[Read full review](https://www.g2.com/survey_responses/convertified-marketing-automation-platform-review-11709350)

### [Cynthia AI by OmniEngage](https://www.g2.com/products/cynthia-ai-by-omniengage/reviews)

Omniengage platform is a workflow builder for businesses looking to increase engagement and drive revenue with real-time omnichannel targeted messaging to customers. Leverage each touchpoint across the web, mobile, sms, email, Facebook messenger, or WhatsApp. Key features of Omniengage include workflow builder, marketing attribution, real-time visual analytics, campaign distribution, and multi-channel campaign management. Omniengage has an open API and integrations like Firebase, Twilio, and SMTP. Automated workflows across channels can be built with the first node of the interaction of customers' activity from either Webhooks or Company Data. Each trigger (customer's interaction) and action can be built on the workflow to send an email, push notification, or in-app message. Some advanced features include A/B testing content and conditional messaging.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Cynthia AI by OmniEngage?

- **Customization :** 6.7/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Cynthia AI by OmniEngage?

- **Seller:** [Omniengage](https://www.g2.com/sellers/omniengage)
- **HQ Location:** Centreville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e599ea716e0be7f4fe02f0f64e20d2aec523d87e7ff152bfc99185fa2efd253&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicromessenger&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cynthia AI by OmniEngage?

**["Omniengage Review"](https://www.g2.com/survey_responses/cynthia-ai-by-omniengage-review-7708488)**

**Rating:** 4.0/5.0 stars

_— Hector S._

[Read full review](https://www.g2.com/survey_responses/cynthia-ai-by-omniengage-review-7708488)

### [DemandFlow](https://www.g2.com/products/demandflow/reviews)

DemandFlow is an all-in-one marketing automation and CRM platform purpose-built for agencies, consultants, and service-based businesses who want to scale smarter, faster, and without tech overwhelm. Powered by the robust GoHighLevel infrastructure and enhanced with AI-driven features, DemandFlow empowers users to build high-converting funnels, automate email and SMS campaigns, manage leads in real-time, and close more deals—under one sleek, centralized dashboard. Who It's For DemandFlow is ideal for: Marketing agencies managing client campaigns and automations Coaches and consultants who need repeatable lead-to-client systems Service-based businesses like real estate, legal, home services, and medspas looking to streamline their marketing and CRM workflows B2B and SMB teams seeking to replace 5–7 disconnected tools with one powerful growth engine What You Can Do with DemandFlow Funnel Builder: Launch drag-and-drop landing pages, sales funnels, and opt-in forms in minutes—no dev required. Email + SMS Automation: Nurture leads with personalized drip sequences, smart workflows, and behavior-based triggers. CRM + Pipelines: Track every lead, deal, and client across custom stages with real-time task automation. AI Copywriting Tools: Generate emails, ads, headlines, and content on the fly with built-in AI marketing prompts. Reputation Management: Collect and showcase 5-star reviews via automated outreach and Google sync. Calendar & Booking: Seamlessly integrate calendars, appointment booking, and payment links. White Label Mode: Brand it your way—perfect for agencies scaling client success with a white-labeled solution. Why DemandFlow? Unlike bloated software stacks or rigid funnel builders, DemandFlow combines the speed of automation with the personalization of smart CRM workflows. You don’t just get tools—you get a revenue engine built to launch full campaigns, nurture leads, and close clients faster. Results That Matter Customers use DemandFlow to: Cut funnel launch time by 80% Respond to leads 10x faster with automated follow-ups Increase booked appointments and show-up rates Reduce tool costs by consolidating CRM, email, SMS, landing pages, and automation into one platform Our Mission DemandFlow exists to help growth-focused businesses unlock more revenue with less friction. By simplifying complex marketing systems into actionable workflows, we enable our users to scale with confidence—and without tech debt.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate DemandFlow?

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

#### Who Is the Company Behind DemandFlow?

- **Seller:** [DemandFlow](https://www.g2.com/sellers/demandflow)
- **Year Founded:** 2021
- **HQ Location:** Newark, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12fe11a6b4208fd8c2b3c6ad6078bdeb898dedf153b50646dd7deaa81645ce72&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F627147%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time efficiency** of DemandFlow, enabling quick, confident decision-making with consolidated data insights.

##### Cons

- Users face a **steep learning curve** for advanced features, needing better onboarding to maximize value efficiently.
- Users find the **time-consuming onboarding process** challenging for fully utilizing DemandFlow's advanced features.

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

**["Strong Demand Generation and Pipeline Visibility for Revenue-Driven Teams"](https://www.g2.com/survey_responses/demandflow-review-12120507)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/demandflow-review-12120507)

### [Dialytica](https://www.g2.com/products/dialytica/reviews)

Dialytica is an Omni-channel marketing platform combining various methods of modern marketing outreach into one streamlined interface. A fresh take on Traditional voice broadcasting full of additional features, filters, and tools combined with a robust back-end developed by industry-experts means better deliverability than ever. Bring your own carrier or utilize our deep relationships to find the right downstream routes for you. Dialytica also offers a modern SMS delivery interface, automated AI-powered Call-QA with an integrated chatbot to help you with any questions about your agent performance on calls. A conversational AI bot built with our proprietary speech to text technology can pre-qualify callers or even handle routine customer service requests, freeing up your staff for more complicated tasks.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Dialytica?

- **Customization :** 8.3/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Dialytica?

- **Seller:** [Dialytica](https://www.g2.com/sellers/dialytica)
- **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["REAL MARKETING"](https://www.g2.com/survey_responses/dialytica-review-9647440)**

**Rating:** 5.0/5.0 stars

_— Moses O._

[Read full review](https://www.g2.com/survey_responses/dialytica-review-9647440)

### [Digital Marketing](https://www.g2.com/products/market-pro-digital-marketing/reviews)

Market Pro is a hybrid marketing agency, with in-house creative teams providing state-of-the-art marketing solutions to local and global businesses. We take pride in offering customized marketing and branding solutions according to the niche of the client without any prejudice toward a business’ type or size. At Market Pro, goals are defined in numbers with clear ROI. We offer a marketing solution that provides a birds-eye view of the whole marketing landscape of a business. Market Pro is one of its kind company offering dedicated teams and that too on a budget.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Digital Marketing?

- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Digital Marketing?

- **Seller:** [Market Pro](https://www.g2.com/sellers/market-pro)
- **Year Founded:** 2021
- **HQ Location:** Lahore, PK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a72b03742131d8a4093fe94b9ba89c3eb857569d1e268942da47d45804f9289&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmarket-pro-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
507 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Digital Marketing?

_AI-generated summary from verified user reviews_

##### Cons

- Users find the **learning curve steep** due to rapid changes and constant updates, making mastery a challenge.
- Users find the **constant updates and algorithm changes** challenging, necessitating ongoing learning to maintain effectiveness.

#### What Are Recent G2 Reviews of Digital Marketing?

**["Data-Driven and Creative—Delivers Fast, Real Results"](https://www.g2.com/survey_responses/digital-marketing-review-12119339)**

**Rating:** 5.0/5.0 stars

_— Krishna J._

[Read full review](https://www.g2.com/survey_responses/digital-marketing-review-12119339)

### [DreamCampaigns](https://www.g2.com/products/dreamcampaigns/reviews)

DreamCampaigns all-in-one email & SMS marketing tools enable you to send super personalized, optimized, responsive & beautiful emails & text campaigns in just a few clicks. Trigger personalized emails & SMS based on customer actions and send automated follow-ups. Respond to customer behavior and boost calls to action with messages directly on your site. Grow your business with features like unlimited previews, email Deliverability Score, automated segmentation and marketing automation.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind DreamCampaigns?

- **Seller:** [DreamCampaigns](https://www.g2.com/sellers/dreamcampaigns)
- **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

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

### [DriveMetaData (DMD)](https://www.g2.com/products/drivemetadata-dmd/reviews)

DriveMetaData (DMD) is an AI-driven Customer Data Platform (CDP) that empowers businesses to unify data, eliminate ad fraud, and maximize marketing performance. Built on a robust SaaS-based infrastructure, DMD helps organizations to: Centralize customer data from every channel into a single, reliable source of truth. Safeguard ad investments with real-time fraud detection and prevention. Boost campaign outcomes using advanced intelligence and predictive analytics. Deliver personalized experiences at scale through precise audience segmentation. Trusted by leading brands across Gaming, Fintech, Retail, Banking, and Pharmaceutical sectors, DriveMetaData ensures rapid onboarding, enterprise-grade security, and measurable ROI.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate DriveMetaData (DMD)?

- **Customization :** 8.3/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind DriveMetaData (DMD)?

- **Seller:** [Oneplace Web Solution Pvt Ltd](https://www.g2.com/sellers/oneplace-web-solution-pvt-ltd)
- **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=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About DriveMetaData (DMD)?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user analytics** feature of DriveMetaData, highlighting its effectiveness in reporting analytic data.

##### Cons

- Users experience **poor customer support** when resolving account issues, leading to frustration and dissatisfaction.

#### What Are Recent G2 Reviews of DriveMetaData (DMD)?

**["Analytics records"](https://www.g2.com/survey_responses/drivemetadata-dmd-review-11213103)**

**Rating:** 4.0/5.0 stars

_— Verified User in Biotechnology_

[Read full review](https://www.g2.com/survey_responses/drivemetadata-dmd-review-11213103)

### [Dynosend](https://www.g2.com/products/dynosend/reviews)

Dynosend is a customer engagement platform for marketers and SaaS companies, it allows you to create marketing automation journeys, send data-driven omnichannel messages and more to engage your customers from the day they sign up.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Dynosend?

- **Seller:** [Rolocost Interactive](https://www.g2.com/sellers/rolocost-interactive)
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d87aa8d32e26f615f284289fa5b72b6db556c24345aa968f4c4985cda53bd48e&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fdynosend&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of Dynosend, significantly enhancing their email marketing and CRM efforts.
- Users value the **robust customer management features** of Dynosend, particularly for email marketing and automation.
- Users appreciate the **robust email marketing features** of Dynosend, enhancing customer engagement and streamlining campaigns.

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

**["A splendid data-driven digital tool for customers!"](https://www.g2.com/survey_responses/dynosend-review-7163534)**

**Rating:** 4.5/5.0 stars

_— VijayKumar M._

[Read full review](https://www.g2.com/survey_responses/dynosend-review-7163534)

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Spotlight Categories

[Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation)

[Talent Assessment Software](https://www.g2.com/categories/talent-assessment-software)

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

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Similar Categories

- [Account-Based Marketing](/categories/account-based-marketing)
- [Affiliate Marketing](/categories/affiliate-marketing)
- [App Store Optimization](/categories/app-store-optimization)
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- [Blogger Outreach](/categories/blogger-outreach)
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[Browse Marketing Automation Themes](/categories/marketing-automation/themes)

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

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

Updated July 10, 2025

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

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

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

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

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

Show More

* * *

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

### What You Should Know About Marketing Automation Software

### What is Marketing Automation Software?

Marketing automation software allows companies to optimize their marketing strategy by automating marketing tasks such as email marketing, social media posts, and lead generation.

The automation of these tasks is made possible by creating an automation workflow. A workflow serves as the path that triggers one marketing task after another. An example of this would be when a new customer creates an account on your website, which triggers a welcome email to be sent out to them. Once that welcome email is triggered, product announcement emails are sent, then sale announcement emails, and so on. Each step in the workflow is prompted automatically by a previous step, so no one has to do each step manually. The workflow can then be shaped around any marketing task, whether that is social media management, lead acquisition, or A/B testing.

With this in mind, marketing automation software is not a one-off function that can be automated for years on end. Workflows must be manually updated so the marketing material remains relevant and engaging for customers. While the actual function of email marketing can be automated, the content of the email must be updated with current offerings, company updates, or other relevant information.

Key Benefits of Marketing Automation Software

- Measure campaigns to optimize, justify, and prioritize initiatives
- Reduce time spent administering marketing programs and completing tasks
- Improve close rates with timely and relevant engagement
- Boost brand and messaging consistency across campaigns and channels via templates and standards
- Shorten sales cycles with quicker response times
- Customize marketing to each customer’s needs
- Create scheduled and automated activities for around-the-clock engagement without manual effort

### Why Use Marketing Automation Software?

Marketing automation tools allow you to spend more time focusing on creative solutions while increasing your close rate and improving the quality of your leads. This software helps develop your business and lets you focus on more pressing aspects of day-to-day functions. For starters, you will be able to reduce your staffing costs by a considerable amount; lead nurturing and marketing campaigns can be run automatically instead of manually, enabling your business to potentially send thousands of personalized emails a day without lifting a finger. This type of automation also helps your sales activity dramatically by improving your lead management and prioritization, which usually results in a better ROI. In addition, marketing automation tools hold your marketing and sales teams accountable for their performance with concrete data points, giving you the ability to adjust and improve your business strategies.

Key Business Problems Solved with Marketing Automation Software

- Create more targeted, well-informed content
- Provide overall message direction based on customer data
- Customize messaging across a customer base
- Personalize messaging without manual entry
- Reduce staffing and labor costs

### Who Uses Marketing Automation Software?

Small businesses and large enterprises alike can benefit from marketing automation software. If you are a small business, you can directly benefit from marketing automation tools without having to increase your headcount, which can be especially important for companies with a small workforce and limited hiring capital. While the initial setup requires an investment of time to customize your platform, the overall result will be a significant decrease in tedious marketing tasks and a more effective sales cycle. From a small-business perspective, it’s exceedingly important to be effective and intentional with the finite amount of resources at your disposal. Marketing automation tools will allow your staff to make the most out of the hours allotted to them, freeing up time for creative solutions instead of repetitive tasks. These tools can optimize your staff’s time, allowing for a more effective business strategy.

**Marketing teams —** Marketing automation tools allow marketing teams to automate tedious tasks, organize workflows, and collect more customer data. By automating marketing tasks like email marketing, lead generation, and digital advertising, marketing teams save plenty of time and are able to focus more time on analyzing their data. Spending more time with this data results in a more effective marketing strategy.

**Sales teams —** Marketing automation software allows sales teams to leverage marketing data to identify qualified leads, analyze customer sentiment, and establish better communication with customers. When sales teams understand what leads have expressed a major interest in the product, they can reach out to customers based on actual data and turn cold calls into warm calls. With marketing automation data, sales teams can also be notified when the best time is to reach out to their leads. If leads are on a pricing page, this can trigger an alert to a sales rep to reach out to that lead and talk them through the product offering.

**Content managers —** Content managers can use marketing automation software to automate the content publishing process. This allows content marketing teams to schedule posts for the most effective times during the day, which can drive more visibility for their content.

### Kinds of Marketing Automation Software

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

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

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

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

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

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

### Marketing Automation Software Features

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

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

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

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

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

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

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

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

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

### Trends Related to Marketing Automation Software

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

### Potential Issues with Marketing Automation Software

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

### Software and Services Related to Marketing Automation Software

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

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

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

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