# Best Marketing Automation Software - Page 4

## How Many Marketing Automation Software Products Does G2 Track?

**Total Products under this Category:** 506

### Category Stats (Jul 2026)

- **Average Rating:** 4.42/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** RESUL (+1.16%) - Among all products in this category, RESUL recorded the largest rating increase compared to last month

_Last updated: July 24, 2026_

## How Does G2 Rank Marketing Automation Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 92,900+ Authentic Reviews
- 506+ 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=1934&focus%5B%5D=43119&focus%5B%5D=20732&focus%5B%5D=88175&focus%5B%5D=22329&focus%5B%5D=18316&focus%5B%5D=3644)

Highlighted products: HubSpot Marketing Hub, ActiveCampaign, Insider One, Braze, Attentive, Klaviyo, Customer.io, and Omnisend.

Underlying data: [Grid® JSON](https://www.g2.com/categories/marketing-automation/grids.json?focus%5B%5D=hubspot-marketing-hub&focus%5B%5D=activecampaign&focus%5B%5D=insider-one&focus%5B%5D=braze&focus%5B%5D=attentive&focus%5B%5D=klaviyo&focus%5B%5D=customer-io&focus%5B%5D=omnisend)

**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&secure%5Bcategory_id%5D=36&secure%5Bchosen_at%5D=2026-07-27T22%3A15%3A03Z&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%3D4&secure%5Btoken%5D=40782145a8ae2e83e61b0c9640b2e986259565ac8bbc1acdea23accb7a43a877&secure%5Burl%5D=https%3A%2F%2Fwww.Stannp.com%2Fus%3Fsource%3DG2&secure%5Burl_type%5D=custom_url)

### [OneSignal](https://www.g2.com/products/onesignal/reviews)

OneSignal is a customer engagement platform that enables companies of all sizes to increase retention and revenue through lightning-fast, personalized messaging. OneSignal supports email, push notifications, in-app messaging, SMS, Apple's Live Activities, and other channels via Webhooks. The platform is fast and easy for Developers to set up, and features an intuitive interface so Marketers are empowered to send messages without additional developer time. In addition to offering critical integrations, OneSignal also features an open API to allow greater messaging flexibility.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,196

#### How Do G2 Users Rate OneSignal?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10)
- **Customization :** 8.6/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind OneSignal?

- **Seller:** [OneSignal](https://www.g2.com/sellers/onesignal)
- **Company Website:** https://www.onesignal.com
- **Year Founded:** 2014
- **HQ Location:** San Mateo, California
- **Twitter:** @onesignal (5,546 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6424376/ (171 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of OneSignal, finding setup and segmentation processes simple and efficient.
- Users value the **reliability and ease of use** of OneSignal for effective notification management and targeting.
- Users love the **easy setup and rich notification features** of OneSignal, enhancing engagement across multiple platforms.
- Users find the **easy setup** of OneSignal simplifies push notifications compared to traditional email campaigns.
- Users love the **seamless automation** of OneSignal, enabling quick and personalized communication effortlessly.

##### Cons

- Users note a **lack of advanced features** in OneSignal, particularly in the free version compared to paid plans.
- Users feel the **learning curve is steep** , wishing for clearer tips and simpler setup for advanced features.
- Users find OneSignal lacking in **advanced features** , as many options are restricted to paid plans.
- Users note that the service can get **expensive** as additional features and customizations often require paid plans.
- Users find the setup process **not intuitive** , wishing for clearer tips and easier methods for advanced features.

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

**["Very nice"](https://www.g2.com/survey_responses/onesignal-review-12977679)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/onesignal-review-12977679)

**["All-in-One Messaging with Strong Segmentation and Real-Time Analytics"](https://www.g2.com/survey_responses/onesignal-review-12952478)**

**Rating:** 4.5/5.0 stars

_— Luciana S._

[Read full review](https://www.g2.com/survey_responses/onesignal-review-12952478)

### [Convertedin](https://www.g2.com/products/convertedin/reviews)

Convertedin is a marketing operating system for e-commerce, which utilizes data and shoppers' insights to create personalized multi-channel marketing that boosts customer engagement and maximizes ROI. Scale Your Campaigns Using Ad Automation Run, scale, and automate your advertising campaigns on five different platforms (Facebook, Instagram, Snapchat, TikTok, and Google) Send Targeted Campaigns Using SMS & Email Automation Utilize your customers' data to send highly personalized campaigns; that drive conversions and sales for your business. Connect Your Store Using Catalog Intelligence Import all your e-commerce store products and categorize them into customizable sets to be able to launch dynamic campaigns using them. AI-Powered Segmentation Segment your customers based on their shopping behavior into highly detailed segments that you could easily use in your marketing campaigns. 24/7 Support If you need support or advice, we will be there for you. Our team is available 24 hours a day.

**Average Rating:** 4.9/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Convertedin?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.0/10)
- **Customization :** 9.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.4/10 (Category avg: 8.7/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Convertedin?

- **Seller:** [Convertedin](https://www.g2.com/sellers/convertedin)
- **Year Founded:** 2018
- **HQ Location:** Delaware, USA
- **Twitter:** @Convertedin (565 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pinoffer/ (81 employees on LinkedIn®)

#### Who Uses This Product?

- **Company Size:** 53% Medium, 47% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Convertedin, enjoying its intuitive dashboard and seamless ad automation features.
- Users value the **effective market segmentation** feature of Convertedin, enhancing their ad targeting across platforms.
- Users value the **seamless automation** of Convertedin, making ads management efficient and straightforward.
- Users value the **variety of features** in Convertedin, enhancing their marketing efforts across multiple platforms.
- Users value the **full automation solution** of Convertedin, allowing focus on other marketing channels.

##### Cons

- Users feel the pricing of Convertedin is **expensive** and they miss the former monthly support for starter plans.
- Users express a need for **more templates** in Convertedin, citing limitations in SMS and Email automation options.
- Users feel there is a **lack of features** in SMS and Email automation, wanting more templates for better functionality.

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

**["Efficiency Booster for Marketing Campaigns!"](https://www.g2.com/survey_responses/convertedin-review-8515309)**

**Rating:** 5.0/5.0 stars

_— Hesham A._

[Read full review](https://www.g2.com/survey_responses/convertedin-review-8515309)

**["Convertedin:Powerful Platform and Automated Marketing, Delivering Outstanding ROAS"](https://www.g2.com/survey_responses/convertedin-review-8414062)**

**Rating:** 5.0/5.0 stars

_— mohamed a._

[Read full review](https://www.g2.com/survey_responses/convertedin-review-8414062)

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

Odoo allows users to easily craft sophisticated end-to-end customer journeys, design engaging email campaigns in minutes, and allows them to seamlessly create automatic (and targeted) marketing campaigns. That’s right! Odoo has simplified the process entirely, and let’s users fully customize and create automatic (and targeted) marketing campaigns. Simply segment your prospects database to deliver the right message to the right prospect at the right time. Users can also set up advanced marketing workflows centered around your prospects. You can then nurture them efficiently (and effectively) through your sales funnel, 24/7! With Odoo, you can easily customize your workflows, thanks to their beautiful visual interface. Creating a multi-stage campaign, with several paths, is as simple as two-step campaigns. Add new actions and select “Time Triggers” directly on your workflow. Users can automate a whole lot more than just emails. Trigger any action you need to streamline your workflow. Create end-to-end customer journeys, and use those workflows to automate tasks, such as: moving a lead forward in the sales funnel, assigning engaged prospects to your sales team, updating a record, and much, much more! Users can utilize “if/then” actions to perform specific tasks after an email has been opened, clicked, or replied. Talk about marketing automation! You can easily automate your marketing processes with the Odoo Suite of Marketing Apps - they have it all!

**Average Rating:** 4.5/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Odoo Marketing Automation?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.0/10)
- **Customization :** 8.5/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.5/10 (Category avg: 8.7/10)
- **Workflow Capability:** 9.2/10 (Category avg: 8.5/10)

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

- **Seller:** [Odoo](https://www.g2.com/sellers/odoo)
- **Year Founded:** 2005
- **HQ Location:** Brussels, Belgium
- **Twitter:** @Odoo (55,391 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/633558/ (8,467 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 61% Small, 25% Medium

#### What Do G2 Reviewers Say About Odoo Marketing Automation?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Odoo Marketing Automation, making it a clean and efficient choice for campaigns.
- Users appreciate the **seamless automation** in Odoo Marketing Automation, enhancing efficiency and boosting conversion rates effortlessly.
- Users value the **time-saving automation** of Odoo Marketing Automation, streamlining campaign management and enhancing efficiency.
- Users value the **automation efficiency** of Odoo Marketing Automation, streamlining tasks and enhancing campaign effectiveness effortlessly.
- Users love the **seamless integration and automation features** of Odoo Marketing Automation, enhancing campaign efficiency and personalization.

##### Cons

- Users find Odoo Marketing Automation has a **steep learning curve** , making it challenging for newcomers to navigate effectively.
- Users find the **learning difficulty** in Odoo Marketing Automation to be a barrier for non-technical users.
- Users find Odoo Marketing Automation has **limited features** that require technical skills for advanced customizations and reporting.
- Users find the **steep learning curve** challenging, particularly for those unfamiliar with the Odoo ecosystem.
- Users report frequent issues with the **dashboard configuration** , making it difficult to customize and manage their view effectively.

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

**["Great CRM and Automation Integration"](https://www.g2.com/survey_responses/odoo-marketing-automation-review-12814497)**

**Rating:** 4.5/5.0 stars

_— LAKSHAY S._

[Read full review](https://www.g2.com/survey_responses/odoo-marketing-automation-review-12814497)

**["Odoo’s Modular, Customizable All-in-One Platform with an Intuitive UI"](https://www.g2.com/survey_responses/odoo-marketing-automation-review-12744935)**

**Rating:** 4.0/5.0 stars

_— Verified User in Oil & Energy_

[Read full review](https://www.g2.com/survey_responses/odoo-marketing-automation-review-12744935)

### [Nvecta](https://www.g2.com/products/nvecta/reviews)

Nvecta is an AI-powered marketing automation and CDP solution. It provides an omnichannel experience that helps you reach your desired audience through email, SMS, push notifications, pop-ups, and much more. With Nvecta, you can send automated campaigns to target your audience at the right time. Moreover, it allows you to send personalized campaigns to connect with your audience on a more personal level. Its easy-to-use interface, along with a drag-and-drop editor, makes it easier to customize your campaigns and journeys. Its in-depth campaign analytics help you measure campaign performance and adjust your campaigns accordingly. Key Features Real-time Data & Personalization Segmentation & Targeting Omnichannel Communication A/B Testing Analytics & Reporting Exit-Intent Targeting Drip Campaigns Dynamic Content Injection Seamless Third-Party App Integration

**Average Rating:** 4.8/5.0

**Total Reviews:** 335

#### How Do G2 Users Rate Nvecta?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.0/10)
- **Customization :** 9.4/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.4/10 (Category avg: 8.7/10)
- **Workflow Capability:** 9.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Nvecta?

- **Seller:** [Nvecta](https://www.g2.com/sellers/nvecta)
- **Year Founded:** 2011
- **HQ Location:** Delhi, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/nvecta/ (58 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Search Engine Optimization Executive, Search Engine Optimization Specialist
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 69% Small, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of NotifyVisitors, making marketing campaigns easy and efficient.
- Users love the **seamless automation** of NotifyVisitors, enabling effortless client journeys and efficient business management.
- Users value the **ease of use** with NotifyVisitors, enjoying a streamlined experience for their marketing efforts.
- Users value the **excellent customer engagement** features of Nvecta, simplifying audience interaction and enhancing marketing efforts.
- Users benefit from **awesome customer support** that is always fast and ready to help with any inquiries.

##### Cons

- Users find the **learning curve challenging** , as onboarding and understanding features can be time-consuming for new users.
- Users express concerns over **missing features** , particularly in customization and dashboard reporting, hindering overall effectiveness.
- Users find the product **extremely costly** , making it difficult for new companies to afford and utilize effectively.
- Users find the **limited customization** options frustrating, as it restricts adaptability and hampers effective use of the platform.
- Users find Nvecta to be **not intuitive** , struggling with complex dashboards and difficult customization options.

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

**["Effortlessly Activates Customer Data into Personalized Campaigns"](https://www.g2.com/survey_responses/nvecta-review-12189652)**

**Rating:** 4.0/5.0 stars

_— sakthivel 2._

[Read full review](https://www.g2.com/survey_responses/nvecta-review-12189652)

**["All-in-One Engagement Platform That's Easy for Beginners"](https://www.g2.com/survey_responses/nvecta-review-12103392)**

**Rating:** 4.5/5.0 stars

_— Nishant S._

[Read full review](https://www.g2.com/survey_responses/nvecta-review-12103392)

### [Ometria](https://www.g2.com/products/ometria/reviews)

Ometria is the first and only customer data experience platform (CDXP) built for retail brands. We're proud to help brands create marketing experiences their customers love every day. We believe that retail marketing teams perform best when they're given tools that are made for the job at hand. That's why Ometria is purpose-built with a laser focus on providing the most effective and efficient solution to today's retail challenges. With Al driven insights, segmentation capabilities, and a centralized dashboard, retail organizations have real-time access to valuable insights needed to create and deliver impactful and efficient campaigns, leading to stronger customer relationships and increased revenue. Forrester Consulting's TEI (Total Economic Impact) study found that our CDXP delivers: - 420% ROI over three years - 15% increase in CLTV - 18% increase in repurchase rate - 25% efficiency gains - \< 6 month payback period We are proud to support best-in-class retail brands including Steve Madden, Sephora, Victoria Beckham, Fred Perry, Holt Renfrew and many more.

**Average Rating:** 4.7/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Ometria?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10)
- **Customization :** 7.8/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 7.8/10 (Category avg: 8.7/10)
- **Workflow Capability:** 7.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Ometria?

- **Seller:** [Ometria](https://www.g2.com/sellers/ometria)
- **Year Founded:** 2013
- **HQ Location:** London, London
- **Twitter:** @OmetriaData (2,378 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2890164/ (151 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Retail, Apparel & Fashion
- **Company Size:** 59% Medium, 24% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Ometria's **outstanding customer support** , highlighting its knowledgeable and responsive team that drives platform optimization.
- Users commend Ometria for its **seamless integration and advanced analytics** , enhancing customer engagement and personalized marketing strategies.
- Users praise Ometria for its **user-friendly email marketing tools** , enabling seamless campaign automation and insightful analytics.
- Users value the **powerful analytics and reporting features** of Ometria, enhancing marketing effectiveness and customer engagement.
- Users commend Ometria for its **analytics expertise** , offering deep insights that enhance customer journey personalization and optimization.

##### Cons

- Users face a **learning curve** with Ometria, particularly in mastering features and understanding complex reporting options.
- Users find Ometria's **limited features** hinder flexibility, reporting, and SMS capabilities, affecting overall efficiency and experience.
- Users find Ometria's reporting **time-consuming** , with a steep learning curve and cumbersome data extraction processes.
- Users find the **complexity** of Ometria challenging, with a steep learning curve and cumbersome reporting processes.
- Users find **complex reporting** in Ometria challenging, leading to a steep learning curve and occasional miscommunication issues.

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

**["A powerful CRM platform that rewards the patient user"](https://www.g2.com/survey_responses/ometria-review-10878864)**

**Rating:** 4.0/5.0 stars

_— Namrata T._

[Read full review](https://www.g2.com/survey_responses/ometria-review-10878864)

**["Great Support and Easy-to-Use Platform for Channel Orchestration & CDP"](https://www.g2.com/survey_responses/ometria-review-12239411)**

**Rating:** 4.5/5.0 stars

_— Verified User in Apparel & Fashion_

[Read full review](https://www.g2.com/survey_responses/ometria-review-12239411)

### [Maestra](https://www.g2.com/products/maestraplatform/reviews)

Maestra is an all-in-one personalization platform for DTC brands that helps personalize beyond email & SMS to drive +15% conversions. What’s included out of the box: - Real‑time CDP: unified profiles, identity resolution, calculated/custom fields, and product feeds - Omnichannel messaging: Email, SMS, MMS, RCS, push, messengers, chatbots, and ad-audience sync - Site & App personalization: pop‑ups, stories, banners/bars, surveys, and other dynamic blocks - Product personalization: recommendations, product quizzes, and product-feed images - Price personalization: loyalty bonuses, personal discounts, and referral systems - Analytics: reporting, segmentation, ad optimization, and attribution - White-glove service to ensure results and help brands get full value from the platform

**Average Rating:** 4.7/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate Maestra?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.0/10)
- **Customization :** 9.2/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 9.5/10 (Category avg: 8.7/10)
- **Workflow Capability:** 9.4/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Maestra?

- **Seller:** [Maestra](https://www.g2.com/sellers/maestra)
- **Company Website:** https://maestra.io/
- **Year Founded:** 2022
- **HQ Location:** Arlington, MA
- **LinkedIn® Page:** https://www.linkedin.com/company/maestraplatform/ (101 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Retail, Apparel & Fashion
- **Company Size:** 45% Medium, 37% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Maestra's **exceptional customer support** , receiving timely assistance and valuable insights for success in campaigns.
- Users appreciate the **strong support from account managers** at Maestra, enhancing overall satisfaction and success with the platform.
- Users highlight the **ease of use** of Maestra, enabling effortless campaign creation and efficient team collaboration.
- Users praise the **easy integration** of Maestra with existing systems, enhancing workflow without complications or additional costs.
- Users value the **automation capabilities** of Maestra, enhancing efficiency and optimizing their email marketing strategies effectively.

##### Cons

- Users find the **learning curve steep** due to complex filters and segment setup, requiring additional support for clarity.
- Users find the **filter options complex and confusing** , impacting their ability to efficiently set up campaigns.
- Users find the **segmentation issues** challenging, as filters can be complex and not intuitive for creating segments.
- Users often find the **navigation complex** , leading to confusion when setting up segments and campaigns effectively.
- Users find the **limited features** of Maestra can hinder flexibility and require extra reliance on support for integration.

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

**["White-glove service that made a full ESP migration painless"](https://www.g2.com/survey_responses/maestra-review-13170104)**

**Rating:** 4.5/5.0 stars

_— Alina O._

[Read full review](https://www.g2.com/survey_responses/maestra-review-13170104)

**["Maestra: A Powerful CRM Marketing Tool Backed by Outstanding Support"](https://www.g2.com/survey_responses/maestra-review-13076783)**

**Rating:** 5.0/5.0 stars

_— Arina A._

[Read full review](https://www.g2.com/survey_responses/maestra-review-13076783)

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- [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&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

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## 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.