# Best Marketing Automation Software - Page 30

## 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**

### Stannp.com

Send personalized postcards, letters, and self-mailers to customers globally with production centres in US, Canada and Europe. Trigger automatically by your CRM, by customer behavior, or sent as one-off campaigns. We make direct mail as easy to manage as email and equally powerful. Replicate your email strategies with Direct Mail like: \* Recovering abandoned carts with personalized postcards \* Winning back churned customers with targeted offers \* Triggering transactional notifications and renewal reminders automatically \* Running seasonal campaigns to specific customer segments \* Complementing email and paid ads with a physical touchpoint that cuts through Built To Fit Your Existing Stack: Stannp.com integrates with HubSpot, Klaviyo, Zapier, and Make, so you can trigger direct mail from the tools you already use, without rebuilding your workflows. For teams who want full control, a powerful REST API enables custom automations and high-volume programmatic sending. Trusted, Secure and Compliant: Stannp.com is ISO 27001 certified, HIPAA compliant, and ICO registered, making it a reliable choice for businesses handling sensitive customer data across regulated industries including healthcare and financial services. US mailings are processed through a USPS CASS-certified platform; UK mailings as a Royal Mail approved provider. Both ensure address accuracy and maximum deliverability. Simple Enough For Marketers Powerful Enough For Developers: Whether you're uploading a list and sending your first campaign in minutes, or building automated multi-step journeys through the API, Stannp.com scales to how your team works. Live mail tracking, campaign reporting, and ROI measurement are built in from day one. Trusted by over 85,000 businesses across the US, UK, and Canada. Over 1 billion items sent since 2014.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=36&secure%5Bchosen_at%5D=2026-08-01T19%3A01%3A45Z&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=49450&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%3D30&secure%5Btoken%5D=7dc5560ae84dc8348dd282407615c484e403b3c081cb0993e49264dfac2c4358&secure%5Burl%5D=https%3A%2F%2Fwww.Stannp.com%2Fus%3Fsource%3DG2&secure%5Burl_type%5D=custom_url)

### [Checkout Champ](https://www.g2.com/fr/products/checkout-champ/reviews)

Checkout Champ est la SEULE plateforme de commerce électronique axée sur la performance qui est née de la nécessité en raison des taux de conversion abyssaux. À quand remonte la dernière fois que les ventes de votre magasin ont atteint un taux de conversion de 4 %, 6 %, 8 %, 10 % ou plus ? Checkout Champ augmente vos taux de conversion et la valeur moyenne de vos commandes grâce à son système de paiement révolutionnaire personnalisé, son incitation à l'achat avant commande et ses technologies intelligentes de vente incitative en un clic. Checkout Champ dynamise votre magasin en vous offrant une personnalisation et un contrôle total de vos pages de paiement, des ventes incitatives en un clic avant et après achat, et est la plateforme de facturation par abonnement numéro un dans une interface simple à utiliser.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Checkout Champ?

- **the product a-t-il été un bon partenaire commercial?:** 10.0/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Checkout Champ?

- **Vendeur:** [Checkout Champ LLC](https://www.g2.com/fr/sellers/checkout-champ-llc)
- **Année de fondation:** 2020
- **Emplacement du siège social:** San Juan, Puerto Rico
- **Twitter:** @MattMartorano  
2,604 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0b57f7e3097f7d9480fff9e828716082909aba4d0de1afde22faee143bb0228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcheckout-champ%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Checkout Champ?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent **la facilité d'utilisation de Checkout Champ** inestimable pour suivre les données et augmenter les ventes efficacement.
- Les utilisateurs mettent en avant le **constructeur d'entonnoir sans couture** de Checkout Champ, améliorant l'utilisabilité et augmentant efficacement les conversions.
- Les utilisateurs louent l' **intégration fluide du constructeur d'entonnoirs** avec le CRM, améliorant la facilité d'utilisation et optimisant efficacement les taux de conversion.
- Les utilisateurs apprécient la **personnalisabilité** de Checkout Champ, permettant des modèles commerciaux flexibles et des expériences de paiement optimisées.
- Les utilisateurs louent la **facilité d'utilisation** et l'adaptabilité de Checkout Champ pour optimiser les conversions et les valeurs des commandes.

##### Cons

- Les utilisateurs mentionnent une **courbe d'apprentissage abrupte** avec Checkout Champ, nécessitant certaines compétences techniques préalables pour une utilisation efficace.
- Les utilisateurs notent une **difficulté d'apprentissage** importante avec Checkout Champ, nécessitant des compétences techniques ou l'assistance d'un développeur pour une utilisation efficace.
- Les utilisateurs trouvent une **avec Checkout Champ, nécessitant des compétences techniques ou l'assistance d'un développeur pour une utilisation optimale.**
- Les utilisateurs trouvent que Checkout Champ **n'est pas convivial** au début, nécessitant du temps pour apprendre ses fonctionnalités et caractéristiques.
- Les utilisateurs trouvent la **configuration difficile** , nécessitant certaines compétences techniques ou l'assistance d'un développeur pour une mise en œuvre plus fluide.

#### What Are Recent G2 Reviews of Checkout Champ?

**["Excellent système de CRM, de paiement et de reporting pour le commerce électronique établi."](https://www.g2.com/fr/survey_responses/checkout-champ-review-9671582)**

**Rating:** 4.0/5.0 stars

_— Utilisateur vérifié à Santé, bien-être et fitness_

[Read full review](https://www.g2.com/fr/survey_responses/checkout-champ-review-9671582)

**["Incroyablement facile"](https://www.g2.com/fr/survey_responses/checkout-champ-review-8692036)**

**Rating:** 5.0/5.0 stars

_— Sam S._

[Read full review](https://www.g2.com/fr/survey_responses/checkout-champ-review-8692036)

### [ClientCircle](https://www.g2.com/products/clientcircle/reviews)

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind ClientCircle?

- **Seller:** [ClientCircle](https://www.g2.com/sellers/clientcircle)
- **HQ Location:** Des Moines, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e223b6cee563fee114e873b2912f8e9453862d33c08c3c3838b37c4b15af82b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclient-circle%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find **client interaction highly beneficial** , enabling tailored communication and effective monitoring of insurance connections.
- Users find **targeted communication** with clients via ClientCircle to be useful for managing insurance connections effectively.
- Users find ClientCircle enhances **customer engagement** through targeted communication tailored to individual client needs.
- Users enjoy the **ease of communication** with clients through tailored, timely interactions via ClientCircle.
- Users find ClientCircle's **ease of use** enhances client communication, making it tailored and efficient for monitoring connections.

##### Cons

- Users point out the **insufficient data** provided in reporting features, limiting their ability to analyze client behavior effectively.
- Users find a **lack of information** in ClientCircle's reporting features, hindering deeper insights into client behavior.
- Users find the **reporting features lacking** , yearning for deeper insights into client behavior for better analysis.
- Users find the **reporting features lacking** , desiring deeper insights into client behavior beyond basic metrics.

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

**["Excellent "](https://www.g2.com/survey_responses/clientcircle-review-874378)**

**Rating:** 5.0/5.0 stars

_— Allie M._

[Read full review](https://www.g2.com/survey_responses/clientcircle-review-874378)

**["Use of lead nurturing techniques such as automation"](https://www.g2.com/survey_responses/clientcircle-review-10030740)**

**Rating:** 4.0/5.0 stars

_— Getinet T._

[Read full review](https://www.g2.com/survey_responses/clientcircle-review-10030740)

### [Crescion.ai](https://www.g2.com/products/crescion-ai/reviews)

Crescion.ai is an AI-powered growth engine that helps B2B companies automate and scale their marketing, sales, and customer success operations. The platform combines intelligent automation with data-driven insights to accelerate revenue growth, streamline go-to-market strategies, and optimize the entire customer lifecycle. Crescion.ai enables teams to work smarter by leveraging AI to identify opportunities, personalize outreach, and drive measurable business outcomes.

#### Who Is the Company Behind Crescion.ai?

- **Seller:** [Crescion](https://www.g2.com/sellers/crescion)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.llinkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=419e5922ad87096f32907fbbe9481dcf97d7bb43725a69ceb58a2b9e695091a9&secure%5Burl%5D=https%3A%2F%2Fwww.llinkedin.com%2Fcompany%2Fcrescion-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [cusoso Target](https://www.g2.com/products/cusoso-target/reviews)

#### Who Is the Company Behind cusoso Target?

- **Seller:** [cusoso](https://www.g2.com/sellers/cusoso)
- **Year Founded:** 2024
- **HQ Location:** München, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb890961d9d919dae00dcc3d8cf2fb98e2e58f238f14b51c56b80e7ca71717cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcusoso&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Datarati](https://www.g2.com/products/datarati/reviews)

Datarati was co-founded by a group of Marketing Automation and CRM entrepreneurs and is now Asia-Pacific's fastest growing Customer Journey & Experience Agency. Datarati's dedicated team provides Lifecycle Marketing Strategy Services, Marketing Automation & CRM Integration Services and Campaign Management Services.

#### Who Is the Company Behind Datarati?

- **Seller:** [Datarati](https://www.g2.com/sellers/datarati)
- **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=af87868d1cf16d6fc857965e811a939a93612b3a4d7e7dd390cda9de8a749dde&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fosf-digital%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Digital360 Business+](https://www.g2.com/products/digital360-business/reviews)

Business+ is the ultimate integrated operations platform designed for growing companies that want to eliminate the chaos of "SaaS sprawl." Instead of juggling six disconnected tools, Business+ provides one complete, high-performance stack that unites your entire organization. By consolidating Sales, Marketing, People, Finance, Workspace, and Warehouse into a single ecosystem, Business+ ensures that every department works from a single source of truth. Whether you are tracking a multi-billion Rupiah sales pipeline, managing real-time stock across multiple warehouses, or processing payroll and P&L statements, everything is synced under one login.

#### Who Is the Company Behind Digital360 Business+?

- **Seller:** [Digital360](https://www.g2.com/sellers/digital360-d90a08bf-37ce-42ba-b749-f1de4fbe4594)
- **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=e9839efdc1f4a7f88dcd5e74da68939fbdacfb39d58466f34a1f06a31189f8ed&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdigital360%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

Edbound AI is an AI-native content marketing and go-to-market platform for B2B companies. Teams use Edbound to build production-grade content hubs (podcast, blog, academy, membership, webinar, community, and events) that form a unified resource center on their own domain, with databases, user management, payments, SEO infrastructure, and member journeys built in. On top of those hubs, Edbound runs AI GTM workflows that turn recordings, transcripts, and content into published assets and booked demos, including content repurposing, SEO blogs from transcripts, landing pages built from a prompt, and demo-booking agents. Edbound replaces the fragmented stack of subscriptions and agencies that B2B teams usually duct-tape together, giving them one platform to publish content and convert their audience into pipeline. It is used by B2B companies, AI startups, and membership organizations including New York Alternative Investment Roundtable, LookAcross, Supervity AI and Charkos Global.

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

- **Seller:** [Edbound](https://www.g2.com/sellers/edbound)
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b8a4f0df3ea603eec97e331db7b595f7714bc81fa0beea7f182b806d2394a3f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fedboundai%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 Edbound AI?

**["Streamlined Content Hub with Powerful AI Tools"](https://www.g2.com/survey_responses/edbound-ai-review-13190973)**

**Rating:** 4.0/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/edbound-ai-review-13190973)

### [FabFunnel: Lead Gen Software & Multi-Channel Ad Automation](https://www.g2.com/products/fabfunnel-lead-gen-software-multi-channel-ad-automation/reviews)

FabFunnel is a lead generation and multi-channel ad automation platform to launch campaigns faster, track conversions, and improve performance. Start free today.

#### Who Is the Company Behind FabFunnel: Lead Gen Software & Multi-Channel Ad Automation?

- **Seller:** [Fabfunnel](https://www.g2.com/sellers/fabfunnel)
- **Year Founded:** 2025
- **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=530401507328f3326e6d499e22d045f77175c864d0ceb10842b980c522ef507f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffab-funnel%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

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

FlowJuice AI is a marketing automation platform built for businesses in Oman and the GCC. We automate WhatsApp follow-ups, lead nurturing, appointment booking, and CRM management — so your team focuses on closing, not chasing. Backed by Al Kays International LLC, established 2006. Serving businesses across Oman, UAE, Saudi Arabia, Kuwait, Bahrain, and Qatar.

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

- **Seller:** [AL Kays International](https://www.g2.com/sellers/al-kays-international)
- **Year Founded:** 2026
- **HQ Location:** Muscat, OM
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd9a1daab3c5fe8e8bc8bdd6a7c158b5f154d140acaec73f123ae5a19d427828&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaysinternationalllc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Forge AI Marketing](https://www.g2.com/products/forge-ai-marketing/reviews)

AI-powered marketing platform for SMBs — automates phone calls, social media, email campaigns, and CRM

#### Who Is the Company Behind Forge AI Marketing?

- **Seller:** [Forge AI](https://www.g2.com/sellers/forge-ai)
- **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=fe87f168d097547b41098adcb1e5341fa8ec29417ebb95bbae2e5ce5527a5e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fforgeaimarketing&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [FunnelYes](https://www.g2.com/products/funnelyes/reviews)

The Story Behind FunnelYes If someone had asked me years ago what the biggest challenge for businesses was, I would have probably answered: finding new customers. Today, I know the real challenge is different. After working with professionals, consultants, local businesses, and entrepreneurs from many industries, I discovered that opportunities are often not the problem. The real problem is managing them effectively. For years, I built websites, launched advertising campaigns, created sales funnels, managed CRMs, and implemented marketing automations. Every project had different goals, but the same issue kept appearing. Businesses were relying on multiple disconnected tools. Leads arrived from one platform, emails were managed in another, appointments in a third, customer data in spreadsheets, and analytics spread across different dashboards. Everything worked individually, yet nothing truly worked together. The more I helped companies grow, the more I realized that the problem wasn't the software itself. The problem was the absence of a system. Many business owners were spending significant time and money generating leads, only to lose opportunities because follow-ups were inconsistent, information was scattered, and important tasks depended on manual work. There was plenty of activity, but very little coordination. That led me to ask a simple question: What if businesses didn't need another tool? What if they needed a central engine capable of connecting everything? A place where marketing, sales, automation, customer management, and performance tracking could work together inside a single ecosystem. That idea became FunnelYes. FunnelYes was not created in a boardroom or inspired by a market trend. It was built from real-world experience, after years of working directly with businesses and witnessing the same challenges over and over again. Every feature was designed to solve a practical problem. Every automation was created to eliminate repetitive tasks. Every process was built to help professionals and entrepreneurs gain more control over their growth. Today, FunnelYes is more than a software platform. It is a complete business growth engine designed to simplify marketing, streamline sales processes, automate repetitive work, and give business owners a clear view of what is happening inside their company. We believe that growth is not only about generating more leads. It is about managing every opportunity in the best possible way. Because marketing should not be a collection of disconnected tools. It should be a system. A system that works for you, organizes your processes, automates routine activities, and allows you to focus on what matters most: growing your business. That is why FunnelYes exists. To transform chaos into clarity. To transform leads into opportunities. To transform marketing into a true growth engine.

#### Who Is the Company Behind FunnelYes?

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

**["Streamlined Client Management, Needs Better Localization"](https://www.g2.com/survey_responses/funnelyes-review-13191559)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/funnelyes-review-13191559)

### [GetScaled](https://www.g2.com/products/getscaled/reviews)

GetScaled is the Agentic AI Operating System for enterprise growth — the proprietary platform that gets our clients live with agentic AI in 20% of typical time, with 80% fewer delays vs. a from-scratch build. Three years in production, 24 enterprise clients, 43M+ managed customer profiles, average 53% portfolio growth lift across the client network. We consolidate our clients' data into a unified profile, layer our custom CRM on top, and orchestrate multi-channel customer activation across email, SMS, WhatsApp, and voice in real-time — auto-booking appointments and conversions back into the business. Hero deployment — Sonrava Health (6 dental brands, 1,200+ locations, 9M+ patients): shipped in three weeks vs. the 30–40 months a from-scratch build would have taken; generated $49M in patient LTV in year one, bookings +69%, SMS opt-out from 40%+ down to 2.2%, patient CPA from $200 (SEM) to $5 (AI-optimized SMS), and 12 consecutive months of all-time SMS ROI records. Best fit for multi-location healthcare (DSO, vet, urgent care, medspa), multi-location retail/franchise, consumer brands, funded Series A–C consumer healthtech and DTC, B2B SaaS post-PMF, and consumer fintech. Stack: LangChain, LangGraph, OpenAI + Anthropic APIs, vector retrieval, AWS, proprietary agentic harness.

#### Who Is the Company Behind GetScaled?

- **Seller:** [GetScaled](https://www.g2.com/sellers/getscaled)
- **Year Founded:** 2022
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=539fdcd833f1f996c2d205d3c2072215e0c29214aea4a2be1e36c66ece746a25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetscaledinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [Gold-Vision](https://www.g2.com/products/gold-vision/reviews)

Gold-Vision CRM is a highly configurable, user-friendly customer relationship management (CRM) platform designed to unify and streamline sales and marketing processes for businesses of all sizes. It provides a central solution to manage customer data, automate processes, and align teams, with capabilities for sales pipeline management, lead scoring, marketing campaign automation, real-time reporting, and customer support tracking. Gold-Vision CRM is known for its flexibility, value, and quick implementations, helping organisations boost productivity, revenue, and customer satisfaction by reducing administrative overhead and automating critical sales and marketing functions.

**Average Rating:** 3.3/5.0

**Total Reviews:** 4

#### Who Is the Company Behind Gold-Vision?

- **Seller:** [Gold-Vision](https://www.g2.com/sellers/gold-vision)
- **Year Founded:** 2001
- **HQ Location:** West Haddon, GB
- **Twitter:** @GoldVisionCRM  
645 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f61cf73294de4546d2cde273834e97464acbd951f3e8302e591b44d91a0cd786&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Festeiro-business-solutions-limited&secure%5Burl_type%5D=linkedin_company_website)  
36 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 33% Large

#### What Do G2 Reviewers Say About Gold-Vision?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **great customer support** of Gold-Vision, ensuring quick resolutions and minimal downtime.
- Users value the **customizability** of Gold-Vision, enabling personalized dashboards and integration with various software tools.
- Users value the **customization options** in Gold-Vision, enhancing their CRM experience with personalized dashboards and integrations.
- Users value the **easy integration** of Gold-Vision with other software, enhancing their CRM experience effortlessly.
- Users value the **feature richness** of Gold-Vision, especially its customizable dashboards and integration capabilities.

#### What Are Recent G2 Reviews of Gold-Vision?

**["Benefits of Gold Vision"](https://www.g2.com/survey_responses/gold-vision-review-8355245)**

**Rating:** 5.0/5.0 stars

_— Gunjan B._

[Read full review](https://www.g2.com/survey_responses/gold-vision-review-8355245)

**["Gold-Vision - A CRM system with a kick behind it"](https://www.g2.com/survey_responses/gold-vision-review-11272003)**

**Rating:** 4.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/gold-vision-review-11272003)

#### What Are G2 Users Discussing About Gold-Vision?

- [What is Gold-Vision used for?](https://www.g2.com/discussions/what-is-gold-vision-used-for)

### [Grovio](https://www.g2.com/products/grovio/reviews)

Grovio is an AI-native marketing operating system that uses autonomous multi-agent AI to automate campaign strategy, content creation, and go-to-market execution. Built for founders and growth-focused startup teams, Grovio monitors markets in real time, builds full GTM plans, and executes across LinkedIn, X, Instagram, email, and paid ads, all with human-in-the-loop approval

#### Who Is the Company Behind Grovio?

- **Seller:** [Grovio Labs](https://www.g2.com/sellers/grovio-labs)
- **Year Founded:** 2025
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7bad0fea91cfc1c82b2bb3f1b59072b8edec0cfc77e67496639316329c98b496&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetgrovio%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [Inkie Marketing](https://www.g2.com/products/inkie-marketing/reviews)

Inkie is an AI-powered marketing platform for small business owners. After a one-time onboarding conversation, it generates daily social media posts, weekly SEO blog posts, and fortnightly email newsletters written in the user's voice. Content is scheduled and published automatically to connected platforms including social channels, WordPress, and Wix. Users review and update their business information monthly to keep content relevant. Priced at £39 per month.

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

- **Seller:** [Inkie](https://www.g2.com/sellers/inkie)
- **Year Founded:** 2023
- **HQ Location:** Haywards Heath, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b0ab5cf5c85673f095b2447cea4ec1137583136b65e9731b00c11fbfd9810426&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finkie-ink%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

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Spotlight Categories

[Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt)

[Travel Management Solutions](https://www.g2.com/categories/travel-management)

[Demand Side Platform (DSP)](https://www.g2.com/categories/demand-side-platform-dsp)

[Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)

[Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms)

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- [B2B Services Review Platforms](/categories/b2b-services-review-platforms)

- [Blogger Outreach](/categories/blogger-outreach)
- [Book Marketing Tools](/categories/book-marketing-tools)
- [Brand Intelligence](/categories/brand-intelligence)
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- [Content Curation](/categories/content-curation)
- [Content Marketing](/categories/content-marketing)
- [Conversational Marketing](/categories/conversational-marketing)
- [Conversion Rate Optimization Tools](/categories/conversion-rate-optimization-tools)
- [Customer Data Platform (CDP)](/categories/customer-data-platform-cdp)

[Browse Marketing Automation Themes](/categories/marketing-automation/themes)

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

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

Updated July 10, 2025

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

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

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

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

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

Show More

* * *

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

### What You Should Know About Marketing Automation Software

### What is Marketing Automation Software?

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

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

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

Key Benefits of Marketing Automation Software

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

### Why Use Marketing Automation Software?

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

Key Business Problems Solved with Marketing Automation Software

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

### Who Uses Marketing Automation Software?

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

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

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

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

### Kinds of Marketing Automation Software

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

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

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

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

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

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

### Marketing Automation Software Features

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

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

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

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

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

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

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

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

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

### Trends Related to Marketing Automation Software

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

### Potential Issues with Marketing Automation Software

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

### Software and Services Related to Marketing Automation Software

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

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

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

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