# Best Marketing Automation Software - Page 26

## 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=2026-08-01T20%3A58%3A51Z&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%3D26&secure%5Btoken%5D=99502074254dbb62637b6d2e13f6ab8d05c5e1fef7cb1073994372b1fb71d2e2&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)

### [Martech Stack](https://www.g2.com/products/martech-stack/reviews)

Synerise's Martech Stack is a comprehensive suite of marketing tools designed to enhance customer engagement and drive business growth. It offers a range of features that enable businesses to create personalized, multi-channel marketing campaigns efficiently.

**Average Rating:** 3.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Martech Stack?

- **Seller:** [Synerise](https://www.g2.com/sellers/synerise)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, California
- **Twitter:** @Synerise  
4,971 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d83924ae371fa3caf56ac94e90c13f940deadb4671f56469b4a3c81c93585c3b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynerise&secure%5Burl_type%5D=linkedin_company_website)  
195 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

### [MIA](https://www.g2.com/products/revcrew-mia/reviews)

MIA is an AI-powered marketing inbox automation solution that helps B2B marketing operations teams automatically classify, route, and action inbound email replies from campaigns and direct inbound emails - eliminating manual inbox management and keyword-based rule maintenance. It is commonly used as a replacement for keyword-based tools such as Drift Email (Siftrock) and as an alternative to manual inbox management or no handling at all. Core features and capabilities: - AI intent classification: Automatically identifies and categorizes every inbound email reply, including leads, unsubscribes, out-of-office notifications, complaints, data requests, and vendor solicitations - across 60+ languages with no keyword rules to build or maintain. - Automated compliance processing: Unsubscribe and opt-out requests are detected and synced to connected MAPs instantly, supporting compliance with GDPR, CAN-SPAM, and CASL regulations without manual review. - Real-time lead routing: High-intent replies are identified and routed to the appropriate sales representative immediately, reducing response time and preventing leads from being lost in inbox noise. - Automatic database enrichment: Out-of-office replies, job change notifications, and email signature data are parsed and used to update contact and account records in connected CRM and MAP systems. - Fast deployment and low maintenance: MIA connects to existing email inboxes and MAP systems in under one hour and requires no ongoing keyword rule creation or maintenance, with a human feedback loop that improves classification accuracy over time. Benefits - Quarterly results from a MIA user: - Productivity Boost: Reclaimed 350+ hours of manual grind, resulting in $20K cost saving. - Database Hygiene: Flagged thousands of invalid records, improving deliverability by 2X and reducing MAP costs. - Pipeline Growth: $75K+ of pipeline identified, with 3X speed to lead - Compliance risk: 0 Unsubscribe / GDPR requests missed, ensuring compliance - Database Enrichment: Thousands of contacts enriched & added from first party data How it Works: MIA connects to marketing email inboxes (Gmail, Outlook, Subdomains) and marketing automation platforms (Marketo, HubSpot, Eloqua) to intercept every incoming reply in real time. Using natural language processing trained on tens of thousands of real-world emails, MIA identifies the intent of each message - whether it is a sales lead, unsubscribe request, out-of-office reply, job change notification, complaint, support inquiry, or spam, and automatically triggers the appropriate workflow without human intervention. Classification works across 60+ languages with 95%+ accuracy, and custom intent categories can be defined and trained on business-specific examples. MIA is designed for Marketing Operations, Demand Generation, and Revenue Operations teams at mid-to-large B2B organizations that send high-volume email campaigns and need to manage inbound replies at scale. Learn More at: https://revcrew.ai/mia

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate MIA?

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

#### Who Is the Company Behind MIA?

- **Seller:** [RevCrew](https://www.g2.com/sellers/revcrew)
- **Year Founded:** 2025
- **HQ Location:** Fremont, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3779fa23e9b12eee21c82c4999b8cb31902d0c5e30fc5c046799915bf3325c29&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevcrew%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®
- **Phone:** (408) 320-8063‬

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["AI Powered Inbox Management with Reliable Performance"](https://www.g2.com/survey_responses/mia-review-12516394)**

**Rating:** 5.0/5.0 stars

_— khalid b._

[Read full review](https://www.g2.com/survey_responses/mia-review-12516394)

### [Navos](https://www.g2.com/products/navos/reviews)

Navos Agent is an AI-powered marketing system designed to plan, create, and optimize your advertising end-to-end. It combines market intelligence, creative generation, and campaign management into one unified workflow, helping you launch faster, reduce manual workload, and scale performance with data-driven decisions. Whether you’re struggling with creative fatigue, rising acquisition costs, or fragmented tools, Navos turns complex marketing operations into a streamlined, automated growth engine.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Navos?

- **Seller:** [Datech](https://www.g2.com/sellers/datech)
- **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=8e949529798b24b9260948c9f3665abc3ac04238ad0e0a932e11ab5bc3cda585&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatech.ai%2F&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 Navos?

**["Unified Marketing Solution with Room for Refinement"](https://www.g2.com/survey_responses/navos-review-13168058)**

**Rating:** 4.0/5.0 stars

_— Verified User in Arts and Crafts_

[Read full review](https://www.g2.com/survey_responses/navos-review-13168058)

### [next4biz CRM](https://www.g2.com/products/next4biz-crm/reviews)

Next4biz CRM is a new generation CRM with digital behavior analysis, marketing & sales automation, and AI powered end-to-end customer service management features. Marketing & sales features: - Integration to legacy systems with data deduplication - Customer’s digital footprint monitoring - Dynamic segmentation, KPI and scorecard management - Rule-based marketing & sales automation - Opportunity and task management Customer service management features: - Omnichannel communication - AI powered complaint categorization - User interface and agent script design for categories - End-to-end complaint management with workflows - Knowledge base and self service Next4biz CRM is a no-code solution bringing less IT dependency and more agility for sales & service teams. Next4biz CRM can be 2-way integrated with other systems. Next4biz CRM is compliant with GDPR, CCPA, KVKK.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate next4biz CRM?

- **Has the product been a good partner in doing business?:** 1.7/10 (Category avg: 9.0/10)
- **Customization :** 3.3/10 (Category avg: 8.4/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind next4biz CRM?

- **Seller:** [Next4biz](https://www.g2.com/sellers/next4biz)
- **Year Founded:** 2006
- **HQ Location:** İstanbul, Kadıköy
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7d56721ada226aafb777ac29a531b5b2a08e14f1121e8a2cd8ef01d602f41874&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnext4biz%2F&secure%5Burl_type%5D=linkedin_company_website)  
64 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About next4biz CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of next4biz CRM, finding it uncomplicated compared to other complex options.
- Users find the **intuitive design** of next4biz CRM refreshing, as it simplifies their experience compared to other options.
- Users appreciate the **simplicity** of next4biz CRM, finding it easy to use compared to more complex options.
- Users appreciate the **simplicity** of next4biz CRM, finding it easy to use compared to other complex systems.
- Users appreciate the **user-friendly design** of next4biz CRM, finding it easy to navigate compared to other systems.

##### Cons

- Users are frustrated by the **poor customer support** , with chat representatives unable to adequately answer questions.
- Users express frustration with the **poor support** in next4biz CRM, lacking responsive assistance for their inquiries.
- Users feel frustrated by the **lack of responsive chat support** , leaving questions unanswered during critical moments.

#### What Are Recent G2 Reviews of next4biz CRM?

**["A software system where I can efficiently manage my sales and product management activities."](https://www.g2.com/survey_responses/next4biz-crm-review-9457530)**

**Rating:** 4.0/5.0 stars

_— Elçin B._

[Read full review](https://www.g2.com/survey_responses/next4biz-crm-review-9457530)

### [OptCulture](https://www.g2.com/products/optculture/reviews)

OptCulture simplifies retail marketing. It replaces fragmented tools with a single AI-powered platform. The goal is simple: maximize customer lifetime value and drive repeat revenue. It unites custom loyalty programs, automated campaigns, and real-time personalization, both online and in-store. The connection doesn’t stop at checkout. OptCulture uses interactive e-receipts and wallet integrations (Apple and Google) to bring shoppers back. First-time buyers become loyal regulars. Every interaction turns into measurable growth. Key Capabilities: - Unified Engagement & Loyalty: Seamlessly combines customizable loyalty programs, campaign automation, offer management, and real-time personalization across all online and offline touchpoints. - Data-Driven Personalization: Leverages a unified view of customer data to trigger automated, targeted campaigns and behavior-based offers that turn first-time buyers into loyal repeat customers. - Enhanced Post-Purchase Experience: Extends engagement past checkout with interactive e-receipts, feedback capture, and direct integration with Apple and Google Wallet for effortless redemption of loyalty cards, coupons, and gift cards.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind OptCulture?

- **Seller:** [OptCulture](https://www.g2.com/sellers/optculture)
- **HQ Location:** Hyderabad, India
- **Twitter:** @OptCulture  
348 Twitter followers
- **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®
- **Phone:** +1 (325) 880-1871

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Using OptCulture to manage campaigns"](https://www.g2.com/survey_responses/optculture-review-5064502)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/optculture-review-5064502)

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

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

### [OptifiNow](https://www.g2.com/products/optifinow/reviews)

OptifiNow understands the challenges that mortgage lenders face when implementing a CRM system. All lenders need a CRM that can efficiently manage customers and referral partners, but the missing link is having the expertise to manage the CRM itself. That’s where OptifiNow steps in. We provide both the technology and the service that is needed to keep a CRM functioning at peak performance. Integrated Communications: Stay connected with borrowers, partners, and team members effortlessly. With integrated communication tools, including email, SMS, and VOIP phones, never miss an opportunity to engage and nurture relationships. Advanced Automation: In an industry where time is of the essence, OptifiNow's robust automation capabilities enable mortgage lenders to automate repetitive tasks, streamline operations, and focus on what truly matters – building relationships and closing deals. Versatility Across Channels: OptifiNow is unique in its flexibility to support virtually any type of mortgage environment. Retail, consumer direct, wholesale, correspondent – OptifiNow has the tools and the experience to deliver a solution that enables all of your mortgage channels to flourish. Robust Integration APIs: Create a technology stack that empowers your sales team to be agile and efficient. Connect to LOS systems, pricing engines, external databases and communication tools that create a fully integrated sales machine. White Glove Service: OptifiNow is the only CRM vendor committed to providing clients with a range of services that take the labor and worry out of maintaining a CRM. Every week, OptifiNow meets with clients to gather feedback, discuss changes and review any service requests. Services include CRM configuration changes, marketing assistance, data uploads, custom integrations and even custom software development. OptifiNow isn't just a CRM software company; we’re a long-term strategic partner for mortgage lenders. With industry-specific features, cutting-edge technology, and an unwavering commitment to service, OptifiNow empowers lenders to elevate the customer experience. Choose OptifiNow – where innovation meets service to deliver a one-of-a-kind CRM solution.

**Average Rating:** 3.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind OptifiNow?

- **Seller:** [OptifiNow](https://www.g2.com/sellers/optifinow)
- **Year Founded:** 2009
- **HQ Location:** Seal Beach, US
- **Twitter:** @optifinow  
281 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ee31853cd447d4fc9bc3ac8b6a605416f56941f1ff1cb17c0587c1058bd55d8f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptifinow&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Tailored Mortgage CRM with Exceptional Support"](https://www.g2.com/survey_responses/optifinow-review-13167979)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/optifinow-review-13167979)

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

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

### [PCM Nurture](https://www.g2.com/products/pcm-nurture/reviews)

PCM Nurture is a CRM and marketing automation platform built by PostcardMania for small businesses. It connects to a company's website or other lead-generating systems and automatically follows up with incoming leads through email, SMS, and direct mail, with the goal of moving prospects through the sales pipeline with less manual effort. The platform includes customizable automated email and SMS follow-up sequences, triggered direct mail campaigns tied to specific prospect behaviors, a unified inbox that consolidates messages from email, SMS, Google Business Profile, Facebook, Instagram, and live chat, lead tracking through the sales pipeline, and reputation management tools for generating and managing Google reviews. Businesses can manage the platform themselves or PostcardMania can provide onboarding and customized done-for-you automations, messaging and reporting. PCM Nurture serves businesses across industries such as education, financial services, home services, insurance, real estate, and retail.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind PCM Nurture?

- **Seller:** [PostcardMania](https://www.g2.com/sellers/postcardmania)
- **HQ Location:** Clearwater, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a6572a115d6cd094e5bbd75a6ab35a17b1e1f944070ffefe2d39406dc5806a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F93657&secure%5Burl_type%5D=linkedin_company_website)  
295 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of PCM Nurture?

**["Streamlines Lead Nurturing with Multi-Channel Automation"](https://www.g2.com/survey_responses/pcm-nurture-review-13167934)**

**Rating:** 4.5/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/pcm-nurture-review-13167934)

### [Pepper Cloud](https://www.g2.com/products/peppercloud/reviews)

Pepper Cloud is an AI-powered all-in-one sales CRM software tailored for small and medium enterprises. It simplifies sales management, marketing automation, and customer engagement. With features like WhatsApp CRM, lead capture forms, lead tracking, sales pipeline management, forecasting, and omnichannel support, Pepper Cloud empowers industries such as manufacturing, real estate, and travel. Seamlessly integrating with WhatsApp, Facebook, Mailchimp, Zoom, and more, it centralizes operations and enhances productivity. AIts generative AI technology, AssistAI, enhances sales productivity by auto-capturing leads, automating chat flows, and managing tasks efficiently. The no-code chatbot can be deployed across channels to instantly handle customer queries, escalate complex issues to human agents, and provide 24/7 support. Its WhatsApp integration allows the sales team to manage a single account across multiple devices and includes features for automation, campaign broadcasting, and catalogues.

**Average Rating:** 4.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Pepper Cloud?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Pepper Cloud?

- **Seller:** [Pepper Cloud](https://www.g2.com/sellers/pepper-cloud)
- **Year Founded:** 2017
- **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=93a4f9447e07bf18242ad0851e838215d3e2bdd03f8f1ec159021e5cd92631c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpeppercloud%2F&secure%5Burl_type%5D=linkedin_company_website)  
44 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Pepper Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **easy integrations** of Pepper Cloud, seamlessly managing leads and centralizing social interactions.
- Users value the **seamless integrations** of Pepper Cloud, enhancing lead management and centralizing communication from multiple platforms.
- Users value the **AI integrations** of Pepper Cloud, enhancing their conversational sales and marketing strategies effectively.
- Users value the **integration of WhatsApp and AI** in Pepper Cloud for enhanced conversational sales and marketing.
- Users value the **easy CRM integration** of Pepper Cloud, streamlining lead management across various social channels.

##### Cons

- Users wish for **expanded social media support** in Pepper Cloud to enhance campaign diversity and reach.
- Users face **limited customization** options in Pepper Cloud, restricting their ability to tailor the product to their needs.
- Users are disappointed by the **limited functionality** of Pepper Cloud, particularly its restricted template options.
- Users find the **limited number of templates** in Pepper Cloud restricts their customization options.
- Users are frustrated with the **limited number of templates** available in Pepper Cloud, hindering their customization options.

#### What Are Recent G2 Reviews of Pepper Cloud?

**["CRM with best feature sets such as WhatsApp and AI Integrations"](https://www.g2.com/survey_responses/pepper-cloud-review-10711975)**

**Rating:** 5.0/5.0 stars

_— Anshul J._

[Read full review](https://www.g2.com/survey_responses/pepper-cloud-review-10711975)

**["Perfect CRM for Seamless Law Firm Communication"](https://www.g2.com/survey_responses/pepper-cloud-review-13167895)**

**Rating:** 4.0/5.0 stars

_— Verified User in Legal Services_

[Read full review](https://www.g2.com/survey_responses/pepper-cloud-review-13167895)

### [PingProspect](https://www.g2.com/products/pingprospect/reviews)

PingProspect which is an All In One Outreach Platform desktop app that automate message outreach saves your time and Get more leads, book more meetings, and close more deals—effortlessly. PingProspect Functionality to automate sending messages to your prospects , perform human like interaction , randomly choosing message variations to avoid spam. PingProspect aim to automate outreach on social media platforms like Facebook , X , and Instagram , but for now we started out with only Facebook platform .

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind PingProspect?

- **Seller:** [PingProspect](https://www.g2.com/sellers/pingprospect)
- **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 PingProspect?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **simple interface and effective lead tracking** of PingProspect, enhancing prospect management and follow-ups.
- Users appreciate the **ease of use** of PingProspect, finding its interface simple and effective for managing leads.

##### Cons

- Users find that some advanced features of PingProspect have **limited customization** , hindering their ability to meet specific business needs.
- Users find that some **advanced features are limited** and often need additional customization for specific business requirements.
- Users find that certain **advanced features** in PingProspect are limited and need more customization for their business needs.

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

**["Good"](https://www.g2.com/survey_responses/pingprospect-review-11537765)**

**Rating:** 4.5/5.0 stars

_— Abhijith B._

[Read full review](https://www.g2.com/survey_responses/pingprospect-review-11537765)

### [Pipz](https://www.g2.com/products/pipz/reviews)

An advanced, easy to use marketing automation platform

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Pipz?

- **Seller:** [eCentry](https://www.g2.com/sellers/ecentry)
- **Year Founded:** 1999
- **HQ Location:** Florianópolis, BR
- **Twitter:** @maildocker\_  
70 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b5fcf5956fb008a4cde57f2afc1e56c32f4f2cdbf28d7bcb46dbf34b08ac2b47&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F795786&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["The best brazilian Marketing Automation tool for now"](https://www.g2.com/survey_responses/pipz-review-830279)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/pipz-review-830279)

### [PoshListings](https://www.g2.com/products/poshlistings/reviews)

PoshListings is an AI-powered marketing and lead generation platform designed to help businesses increase online visibility, attract qualified customers, and automate growth. The platform combines intelligent listing distribution, search optimization, and data-driven insights to help brands reach high-intent audiences across multiple digital channels. PoshListings enables businesses to manage their online presence, improve discoverability, and drive measurable results through automation and smart targeting.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind PoshListings?

- **Seller:** [PoshListings](https://www.g2.com/sellers/poshlistings)
- **Year Founded:** 2024
- **HQ Location:** los angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f0c38cf7fac19d7f9db33ca490400c170ae734251e744d013e13ce89ef099fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fposhlistings%2F&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 PoshListings?

**["Streamlined Our Property Marketing Effortlessly"](https://www.g2.com/survey_responses/poshlistings-review-13167827)**

**Rating:** 4.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/poshlistings-review-13167827)

### [PRO Elite+ Plan](https://www.g2.com/products/pro-elite-plan/reviews)

The complete PRO Elite+ plan, plus premium extras: AI Employee: Automate repetitive tasks and save time with cutting-edge AI technology. Workflow Pro: Enhance productivity with advanced workflow capabilities. Branded Client Portal App: Provide a seamless and professional client experience. Ad Manager: Streamline and optimize your advertising campaigns for better results. Yext Listing Management: Ensure your business information is consistent across all major platforms. WordPress Hosting: Reliable, high-performance hosting for your WordPress websites. WhatsApp Integration: Connect with customers on their favorite messaging app. Dedicated IP: Enjoy improved email deliverability and exclusive IP resources. HIPAA Compliance: Safeguard your business with industry-standard data protection and secure client communications. Perfect for businesses handling sensitive information. Concierge Support: Access premium, personalized support tailored to your business needs.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate PRO Elite+ Plan?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Customization :** 6.7/10 (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 PRO Elite+ Plan?

- **Seller:** [OMNI blvd](https://www.g2.com/sellers/omni-blvd)
- **Year Founded:** 2018
- **HQ Location:** Newark, US
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e9195a7ac8af65842849cc15e5c5e5802f32d7f31f1a0de6b85a7db8df2091c&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fomniblvd%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About PRO Elite+ Plan?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **extensive tool variety** in the PRO Elite+ Plan, significantly enhancing their business growth and efficiency.

##### Cons

- Users note a challenging **learning curve** with the PRO Elite+ Plan, but success comes after overcoming it.

#### What Are Recent G2 Reviews of PRO Elite+ Plan?

**["Amazing team with a powerful software."](https://www.g2.com/survey_responses/pro-elite-plan-review-11789315)**

**Rating:** 5.0/5.0 stars

_— Maurice C._

[Read full review](https://www.g2.com/survey_responses/pro-elite-plan-review-11789315)

### [ProFromGo Internet Marketing](https://www.g2.com/products/profromgo-internet-marketing/reviews)

ProFromGo is a digital marketing agency that specializes in strategic planning and execution of your digital marketing and advertising initiatives. The company offers website planning, web design and development, Google AdWords advertising, social ads (Facebook/LinkedIn), and assistance with blogging and social media.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind ProFromGo Internet Marketing?

- **Seller:** [ProFromGo](https://www.g2.com/sellers/profromgo)
- **Year Founded:** 2007
- **HQ Location:** Pittsburgh, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e1ca87125f00131180481bae57dd260ab4424a778ca58bc76faca41229a4ede&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvendilli&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### What Do G2 Reviewers Say About ProFromGo Internet Marketing?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of ProFromGo Internet Marketing, appreciating its intuitive design and effective optimization strategies.
- Users value the **easy navigation** of ProFromGo, enhancing user experience and boosting website performance effectively.
- Users value the **intuitive navigation** of ProFromGo Internet Marketing, enhancing their website's performance and conversions.
- Users value the **time efficiency** of ProFromGo Internet Marketing, streamlining website performance with speedy optimizations and results.

#### What Are Recent G2 Reviews of ProFromGo Internet Marketing?

**["Professional Web Design with Tangible Results"](https://www.g2.com/survey_responses/profromgo-internet-marketing-review-12080621)**

**Rating:** 4.5/5.0 stars

_— Manish W._

[Read full review](https://www.g2.com/survey_responses/profromgo-internet-marketing-review-12080621)

### [Promio](https://www.g2.com/products/promio/reviews)

Promio offers local marketing solutions for local business and franchises.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Promio?

- **Seller:** [Surefire Local](https://www.g2.com/sellers/surefire-local)
- **Year Founded:** 2010
- **HQ Location:** Vienna, VA
- **Twitter:** @SurefireLocal  
2,027 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05d7b64147d08b1e0266167c589a8ce373008e7d8196df70a6d692b97592797f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsurefire-local%2F&secure%5Burl_type%5D=linkedin_company_website)  
164 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["A great marketing software"](https://www.g2.com/survey_responses/promio-review-5074532)**

**Rating:** 4.5/5.0 stars

_— Verified User in Civil Engineering_

[Read full review](https://www.g2.com/survey_responses/promio-review-5074532)

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

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

### [Prymatica](https://www.g2.com/products/prymatica/reviews)

Prymatica is an elite B2B marketing automation and lead generation ecosystem engineered for organizations that prioritize scalable, predictable growth. By bridging the gap between sophisticated data intelligence and automated outreach, Prymatica provides a "Done-For-You" (DFY) experience that removes the friction from outbound sales. Our platform is specifically designed to identify your ideal customer profile (ICP) and execute high-conversion cold email campaigns that land directly in the primary inbox. Core Capabilities: Automated Sales Pipeline: From initial prospecting to final meeting booking, Prymatica automates every stage of the outbound funnel, allowing your sales team to spend 100% of their time on high-value closing conversations. Precision B2B Sourcing: Access millions of verified B2B contacts with advanced filtering by industry, company revenue, job seniority, and specific technographics to ensure your message reaches the real decision-makers. Deliverability-First Infrastructure: We prioritize your domain reputation with built-in inbox warming, custom tracking domains, and AI-driven sending patterns to ensure maximum deliverability and open rates. Hyper-Personalized Outreach: Move beyond generic templates. Our platform enables deep personalization at scale, ensuring each prospect receives a message tailored to their specific pain points and professional context. Seamless Integration Hub: Effortlessly sync your campaign data and lead activity with major CRMs, ensuring your Go-To-Market (GTM) stack remains unified and data-driven. Target Use Cases: Prymatica is the preferred solution for B2B SaaS companies, high-ticket agencies, and enterprise service providers who need to eliminate "feast and famine" cycles. Whether you are launching a new product or looking to dominate your current market, Prymatica provides the technical power and strategic automation required to smash your sales goals and maximize ROI without increasing your headcount.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Prymatica?

- **Seller:** [Prymatica](https://www.g2.com/sellers/prymatica)
- **Year Founded:** 2020
- **HQ Location:** Tel Aviv, IL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=72c8e8b7e1b4b67bfb2c5fe989d83063e05ee935b512a0470aef25122d84b7cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprymatica%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Revolutionized Our B2B Outreach with Precision and Efficiency"](https://www.g2.com/survey_responses/prymatica-review-13167172)**

**Rating:** 4.5/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/prymatica-review-13167172)

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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&nbsp;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:&nbsp;

- [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.