# Best Marketing Automation Software - Page 5 ## How Many Marketing Automation Software Products Does G2 Track? **Total Products under this Category:** 507 ### 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 - 507+ 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** ### Omnisend Omnisend is an all-in-one marketing platform tailored for busy shop owners who have enough adventure in their ecommerce business already. You will find this platform refreshingly boring, in the best way possible. Offering the powerful features of an advanced marketing tool, but without the steep learning curve, Omnisend delivers an exceptional user experience for experts and rookies alike. Omnisend empowers online merchants to grow their businesses by building strong, personalized connections with their audience. Designed to save you time and increase your sales, it integrates directly with the most popular ecommerce platforms, allowing you to create beautifully designed email campaigns, send timely SMS messages, and automate repetitive marketing tasks effortlessly. It doesn’t matter if you’re just starting your business or already have a big operation — Omnisend grows with you, offering tools to help you engage your audience, improve retention, and drive consistent sales. Try out Omnisend and see for yourself how boring and adventureless (in the best way possible) your email marketing can be. - Send newsletters and targeted campaigns Create beautiful, shoppable emails using our intuitive drag-and-drop email builder and a variety of ready-made email templates. Add coupon codes, automatically pick & insert products and automatically resend campaigns to the non-openers — all without any tedious manual work! - Drive sales on autopilot with ecommerce automations Win (back) lost sales with pre-built workflows for cart abandonment, welcome series, transactional emails and more. Get pre-built, revenue-generating automations running in minutes or build your custom workflows using our no-code, drag-and-drop Automations Editor. - Improve your targeting with unlimited segmentation Segment your customers based on their shopping behavior as well as other properties to improve conversions with well-targeted, personalized emails and texts. Create segments for high-value customers, for specific category/product shoppers or those that need to be reengaged and personalize your messaging. - Combine email with SMS and more channels Add SMS and push notifications right next to your emails using the same platform and provide a consistent, omnichannel customer experience. Save time and costs — there’s no need to pay for separate email, SMS, and push apps anymore! - Build your email & SMS lists Collect new subscribers using our mobile-friendly, fully customizable forms. Choose from popups, signup boxes, landing pages, or a Wheel of Fortune to seamlessly collect email and/or SMS opt-ins. Capture your visitors with exit-intent forms and improve popup engagement using form targeting options, all available within Omnisend. - Automate content, personalization & targeting with AI Generate on-brand email copy, subject lines, and preheaders in seconds. Personalize messages based on behavior, recommend products automatically, and build smart segments using AI-powered tools like churn prediction, RFM analysis, and high-value customer detection – all without manual effort. - 24/7 support We give you stellar support and helpful advice anytime you need it. We’re available 24/7. Start using Omnisend for free, upgrade anytime! Omnisend invites Freelancers and Agencies to join the Omnisend partner program. This program is created to help Freelancers and Agencies accelerate their growth, win more clients and receive industry leading revenue share for referred and managed accounts. Check the link and join the program: https://www.omnisend.com/partners/ [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=36&secure%5Bchosen_at%5D=2026-07-29T09%3A34%3A06Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3644&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%3D5&secure%5Btoken%5D=10f8006c13c9c83e54dcc152d71f58aae69e5226effb44c5442582c4e7c0b894&secure%5Burl%5D=https%3A%2F%2Fwww.omnisend.com%2Ffeatures&secure%5Burl_type%5D=paid_promos) ### [Dashly](https://www.g2.com/products/dashly/reviews) Dashly is a conversational marketing platform. It helps over 700 SaaS and EdTech companies grow conversions and revenue by turning each interaction with clients into a person-to-person conversation. Put it on another level with call scheduling and video calls. With proactive messaging, a chatbot, and pop-up windows you can generate more leads and qualify them. The leads are collected in eCRM and segmented - that's how you start email marketing. Manage both manual and triggered communication - these are available with live chat messages, pop-up windows and emails. Features: - Capture leads using chatbot made in easy-to-use Chatbot Builder; - Store and manage them in eCRM; - Track your visitors' actions; - Make the best offers using pop-up; - Integrate with your favorite services; - Have all visitors' messages in one admin panel; - Respond your visitors in Live chat for perfect support; - Increase conversions with triggered emails; - Analyze your performance building funnels. **Average Rating:** 4.7/5.0 **Total Reviews:** 66 #### How Do G2 Users Rate Dashly? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10) - **Customization :** 9.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.0/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) #### Who Is the Company Behind Dashly? - **Seller:** [Dashly](https://www.g2.com/sellers/dashly) - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @dashly 39 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a7949e84f2c2332c76d5b1de12103fbdc412b33c9a12a1ba4891394ee1de2c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18558027%2F&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 90% Small, 10% Medium #### What Do G2 Reviewers Say About Dashly? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **automation speed** of Dashly, enabling quick setup for bots and effective lead data collection. - Users are impressed by the **automation efficiency** of Dashly, enabling quick bot setup and effective lead management. - Users benefit from **quick automation features** that streamline user replies and enhance lead collection effectively. - Users praise the **responsive support** of Dashly, enhancing their marketing metrics and revenue with customizable solutions. - Users value the **user-friendly email marketing** of Dashly, noting improved metrics and revenue growth. ##### Cons - Users find the interface **not intuitive** , but appreciate the helpful customer support for setup and customization. - Users face challenges with **deletion issues** , finding it difficult to resolve problems independently. - Users find **editing difficulties** challenging, often needing assistance to resolve problems effectively. - Users face **email issues** with Dashly, particularly regarding newsletter deliverability challenges affecting communication effectiveness. - Users struggle with **error issues** , finding it challenging to resolve problems independently and facing bugs in features. #### What Are Recent G2 Reviews of Dashly? **["A good product for support and marketing automation"](https://www.g2.com/survey_responses/dashly-review-10775054)** **Rating:** 4.5/5.0 stars _— Alex N._ [Read full review](https://www.g2.com/survey_responses/dashly-review-10775054) **["A chatbot for automatically answering simple questions from users about your site"](https://www.g2.com/survey_responses/dashly-review-10792412)** **Rating:** 5.0/5.0 stars _— Sabina V._ [Read full review](https://www.g2.com/survey_responses/dashly-review-10792412) #### What Are G2 Users Discussing About Dashly? - [What is Dashly used for?](https://www.g2.com/discussions/what-is-dashly-used-for) ### [Encharge](https://www.g2.com/products/encharge/reviews) Encharge helps small businesses and startups to grow their revenue by sending behavior-based emails and automating repetitive tasks across the whole customer journey. 2,000 companies, from solopreneurs to some of the most promising and successful startups like Landbot, rely on Encharge for their email marketing and marketing automation needs. **Average Rating:** 4.7/5.0 **Total Reviews:** 366 #### How Do G2 Users Rate Encharge? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 8.8/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind Encharge? - **Seller:** [Encharge](https://www.g2.com/sellers/encharge) - **Year Founded:** 2018 - **HQ Location:** Oborishte, BG - **Twitter:** @EnCharge 4 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6760f9b35a927160eeede9c3abd44a631980cf6789ada2906759e39fd2e756db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fencharge%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Education Management - **Company Size:** 92% Small, 4% Medium #### What Do G2 Reviewers Say About Encharge? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **clean and user-friendly interface** of Encharge, backed by excellent documentation and support. - Users value the **automation efficiency** of Encharge, enabling quick and effective management of email workflows and customer journeys. - Users love the **intuitive interface** of Encharge, making it easy to navigate and build automations seamlessly. - Users appreciate the **powerful automation features** of Encharge, allowing quick setup and flexibility in workflows. - Users love the **easy setup** of Encharge, appreciating its convenience and seamless integration with existing tools. ##### Cons - Users face a **steep learning curve** with Encharge, particularly when setting up advanced workflows and navigation. - Users are frustrated by **missing features** like native in-app messaging and limited analytics, affecting overall productivity. - Users find the **limited selection of pre-built templates** in Encharge restricts customization and onboarding efficiency. - Users find Encharge's **limited features** frustrating, especially its lack of form capabilities and outdated templates. - Users often find **integration issues** frustrating, particularly the lack of native and newer payment API integrations. #### What Are Recent G2 Reviews of Encharge? **["Intuitive Workflow Automation with Room for More Integrations"](https://www.g2.com/survey_responses/encharge-review-4814868)** **Rating:** 5.0/5.0 stars _— Troy L._ [Read full review](https://www.g2.com/survey_responses/encharge-review-4814868) **["We automated our entire customer journey"](https://www.g2.com/survey_responses/encharge-review-11154079)** **Rating:** 5.0/5.0 stars _— Tamas J._ [Read full review](https://www.g2.com/survey_responses/encharge-review-11154079) #### What Are G2 Users Discussing About Encharge? - [What is Encharge used for?](https://www.g2.com/discussions/what-is-encharge-used-for) - 2 comments ### [Manago AI](https://www.g2.com/products/manago-ai/reviews) Manago AI is a Customer Engagement Platform that helps marketers connect their data, understand every customer, communicate on every channel and drive results. Trusted by 2,000+ brands, Manago AI gives marketers the speed, clarity and confidence to move from idea to live campaign in minutes across email, SMS, WhatsApp and web. No technical resource required. **Average Rating:** 4.4/5.0 **Total Reviews:** 300 #### How Do G2 Users Rate Manago AI? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Customization :** 8.1/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) #### Who Is the Company Behind Manago AI? - **Seller:** [Manago AI](https://www.g2.com/sellers/manago-ai) - **Year Founded:** 2011 - **HQ Location:** Kraków, PL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8eb345398120d398ea4bb930e0425b463c76b02cc38f5653c365788bd66d2dc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5134015%2F&secure%5Burl_type%5D=linkedin_company_website) 347 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Automation Specialist, Marketing Specialist - **Top Industries:** Marketing and Advertising, Retail - **Company Size:** 56% Small, 36% Medium #### What Do G2 Reviewers Say About Manago AI? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **flexibility and adaptability** of Manago AI, enabling customized solutions for their marketing automation needs. - Users appreciate the **automation efficiency** of SALESmanago, enabling custom integrations and enhanced marketing capabilities seamlessly. - Users commend the **excellent customer support** from SALESmanago, noting responsiveness and helpfulness throughout their partnership. - Users commend the **advanced campaign automation and seamless Salesforce integration** , enhancing their marketing strategy effectively. - Users appreciate the **intuitive email builder** in SALESmanago, greatly enhancing customer communication and automation efficiency. ##### Cons - Users experience a **steep learning curve** with Manago AI, requiring time and effort to achieve optimal setup. - Users find the **interface not intuitive** , making it challenging to navigate and utilize all features effectively. - Users find some aspects of the platform to be **complex and user-unfriendly** , affecting overall usability and function access. - Users find the **complexity** of Manago AI challenging, as not all functions are easily accessible or user-friendly. - Users report **feature issues** including limited SMS integration and difficult navigation for less frequently used tools. #### What Are Recent G2 Reviews of Manago AI? **["Intuitive, Feature-Rich Newsletter Builder with Reliable Automations and Great Support"](https://www.g2.com/survey_responses/manago-ai-review-12970320)** **Rating:** 4.0/5.0 stars _— Paulina ._ [Read full review](https://www.g2.com/survey_responses/manago-ai-review-12970320) **["A solid platform for marketing automation"](https://www.g2.com/survey_responses/manago-ai-review-13135615)** **Rating:** 5.0/5.0 stars _— Martyna K._ [Read full review](https://www.g2.com/survey_responses/manago-ai-review-13135615) #### What Are G2 Users Discussing About Manago AI? - [What is SALESmanago used for?](https://www.g2.com/discussions/what-is-salesmanago-used-for) ### [Drip](https://www.g2.com/products/drip/reviews) Drip is the marketing automation platform built for B2C businesses that sell digital or physical goods online. From creators and ecommerce shops to travel and education companies, Drip helps brands convert prospects into lifelong customers. By turning customer and visitor data into dynamic segments, Drip enables you to deliver the right message at the right time through powerful automations, beautifully designed email templates, and ready-to-use campaigns that drive results from day one. Built to grow with you and simple to master, Drip transforms your marketing into a strategy you can trust to drive revenue. **Average Rating:** 4.4/5.0 **Total Reviews:** 468 #### How Do G2 Users Rate Drip? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Customization :** 8.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.7/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Drip? - **Seller:** [Drip](https://www.g2.com/sellers/drip) - **HQ Location:** Minneapolis, MN - **Twitter:** @getdrip 12,804 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0848af88b5ca8b1ffcaef6395f627ed7eb2f4776f93ae1edce416d056e517590&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F16264928%2F&secure%5Burl_type%5D=linkedin_company_website) 155 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Founder - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 90% Small, 7% Medium #### What Do G2 Reviewers Say About Drip? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency of automation** in Drip, enabling time-saving and effective email marketing strategies. - Users value Drip's **automation efficiency** , significantly saving time and enhancing email marketing effectiveness with in-depth features. - Users appreciate the **ease of use** of Drip, enjoying its intuitive setup and automation features for effective marketing. - Users appreciate the **advanced automation features** of Drip, enhancing their marketing efforts with intuitive tools and analytics. - Users rave about Drip's **responsive customer support** , consistently resolving issues quickly and efficiently. ##### Cons - Users find Drip's pricing to be **extremely expensive** , posing challenges for small businesses and startups. - Users are frustrated by the **lack of integrations** , limiting flexibility with essential platforms like WordPress and Wix. - Users find the **learning curve steep** and challenging, particularly for beginners and those setting up workflows. - Users find the **high subscription costs** of Drip challenging, especially small businesses and startups facing budget constraints. - Users find **limited customization** options frustrating, wishing for more templates and personalized features in Drip. #### What Are Recent G2 Reviews of Drip? **["Behavior-Based Automation That Sends the Right Message at the Right Time"](https://www.g2.com/survey_responses/drip-review-12864021)** **Rating:** 4.0/5.0 stars _— Prabhat C._ [Read full review](https://www.g2.com/survey_responses/drip-review-12864021) **["Drip turned our product events into something marketing could actually use"](https://www.g2.com/survey_responses/drip-review-13076322)** **Rating:** 4.5/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/drip-review-13076322) #### What Are G2 Users Discussing About Drip? - [What is Drip used for?](https://www.g2.com/discussions/what-is-drip-used-for) - [What is Getdrip?](https://www.g2.com/discussions/what-is-getdrip) - [What is drip ecommerce?](https://www.g2.com/discussions/what-is-drip-ecommerce) - [How much does drip cost?](https://www.g2.com/discussions/how-much-does-drip-cost) - [Is drip a CRM?](https://www.g2.com/discussions/is-drip-a-crm) ### [Revotas](https://www.g2.com/products/revotas/reviews) Revotas is an insights-led customer experience platform trusted by over 1,000 global consumer brands such as Miele, Beşiktaş, Little Caesars, Toyota, Elite World Hotels and more. Digital-first and Enterprise brands from 20+ countries use Revotas to power digital marketing experiences for over 1 billion customers monthly and send 2.2 billion messages daily.   Revotas was recognized as a High Performer in G2 Winter 2024. Revotas has also recognized in four categories that include Customer Data Platform, E-commerce Personalization, Marketing Automation, Personalization. Product Description:   Customer Data Platform Revotas’s Customer Data Platform (CDP) is a specialized type of software designed to help businesses collect, consolidate, and manage customer data from various sources, and make this data accessible for marketing and customer engagement purposes. Revotas is a critical tool for businesses looking to deliver more personalized and effective marketing campaigns, as well as improve customer experiences.     Customer Engagement Platform Revotas based on artificial intelligence (AI) is a system that uses AI and machine learning technologies to enhance and optimize various aspects of email communication. Revotas can categorize and prioritize emails for users. It can identify important emails, filter out spam, and sort messages into different folders or categories. Automation Platform Revotas’ Marketing Automation Platform is a software solution designed to streamline, automate, and measure marketing tasks and workflows, allowing businesses to more effectively market their products and services to their target audiences. **Average Rating:** 4.8/5.0 **Total Reviews:** 58 #### How Do G2 Users Rate Revotas? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10) - **Customization :** 9.4/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.5/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.5/10 (Category avg: 8.5/10) #### Who Is the Company Behind Revotas? - **Seller:** [Revotas](https://www.g2.com/sellers/revotas) - **Year Founded:** 2009 - **HQ Location:** Boston, MA - **Twitter:** @RevotasHQ 58 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1982fe38fb09c2b1dc0ce406bcce908e239ea42b8f1b7d196479f8cc93a32ac0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevotas%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Textiles - **Company Size:** 53% Medium, 47% Small #### What Do G2 Reviewers Say About Revotas? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **quick and reliable customer support** of Revotas, highlighting their professionalism and helpfulness. - Users appreciate the **helpful and responsive support team** of Revotas, enhancing their daily workflow and productivity. - Users value the **quick and reliable customer engagement** of Revotas, enhancing their marketing content production effectively. - Users love the **ease of use** of Revotas, praising its flexibility for segmentation and helpful customer support. - Users praise the **easy setup** of Revotas, appreciating its flexible usability and responsive support team. ##### Cons - Users find the **complex reporting** screens challenging initially, impacting the ease of use for newcomers to Revotas. - Users find the **dashboard issues** can hinder initial use, though it improves with familiarity over time. - Users find the **reporting inadequate** , indicating a need for better integration and development in this area. - Users find the **learning curve steep** for some reporting screens, requiring time to adapt before enjoying the benefits. - Users note a **learning difficulty** with some reporting screens, requiring time to become familiar before effective use. #### What Are Recent G2 Reviews of Revotas? **["Performance Marketing Specialist"](https://www.g2.com/survey_responses/revotas-review-11221784)** **Rating:** 5.0/5.0 stars _— Ömer Y._ [Read full review](https://www.g2.com/survey_responses/revotas-review-11221784) **["Professional, innovative and supportive"](https://www.g2.com/survey_responses/revotas-review-11228882)** **Rating:** 4.5/5.0 stars _— Cem S._ [Read full review](https://www.g2.com/survey_responses/revotas-review-11228882) ### [SuperOffice CRM](https://www.g2.com/products/superoffice-crm/reviews) SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships. **Average Rating:** 4.4/5.0 **Total Reviews:** 176 #### How Do G2 Users Rate SuperOffice CRM? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10) - **Customization :** 7.6/10 (Category avg: 8.4/10) - **Performance and Reliability:** 7.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 7.5/10 (Category avg: 8.5/10) #### Who Is the Company Behind SuperOffice CRM? - **Seller:** [SuperOffice AS](https://www.g2.com/sellers/superoffice-as) - **Company Website:** www.superoffice.com - **Year Founded:** 1990 - **HQ Location:** Oslo, Oslo - **Twitter:** @SuperOffice 779 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3263bf440738a4c9aee0a7000235c96e9be24db55f20d2efb89676410e4b535e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperoffice-as%2F&secure%5Burl_type%5D=linkedin_company_website) 316 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Wholesale, Computer Software - **Company Size:** 59% Small, 34% Medium #### What Do G2 Reviewers Say About SuperOffice CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** in SuperOffice CRM, highlighting its intuitive navigation and customizable features. - Users find SuperOffice CRM to be **very intuitive** , making it easy to navigate and manage company communications. - Users highly value the **quick and helpful customer support** provided by SuperOffice CRM, enhancing their overall experience. - Users value the **helpful support** of SuperOffice CRM, appreciating the quick response and effective communication from the teams. - Users highlight the **user-friendly design** of SuperOffice CRM, making customer management intuitive and efficient. ##### Cons - Users face **persistent bugs** in SuperOffice CRM, particularly with the Android app and slow updates for fixes. - Users find the **time-consuming onboarding process** cumbersome, making it hard to integrate addons efficiently. - Users face **integration issues** with SuperOffice CRM, lacking connections to essential secondary systems and encountering bugs on Android. - Users desire the addition of **missing features** in SuperOffice CRM, hindering marketing functionality and overall user experience. - Users experience **connectivity issues** with SuperOffice CRM, leading to delays and complications during document editing and uploads. #### What Are Recent G2 Reviews of SuperOffice CRM? **["Intuitive and great support"](https://www.g2.com/survey_responses/superoffice-crm-review-8622654)** **Rating:** 5.0/5.0 stars _— Pär G._ [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-8622654) **["Simple, Versatile CRM and Contract Management with SO"](https://www.g2.com/survey_responses/superoffice-crm-review-12971029)** **Rating:** 5.0/5.0 stars _— Åge P._ [Read full review](https://www.g2.com/survey_responses/superoffice-crm-review-12971029) ### [Actito](https://www.g2.com/products/actito/reviews) Actito is a SaaS customer engagement platform designed to help marketing teams independently create and orchestrate personalized omnichannel experiences. This innovative solution empowers businesses to engage their customers effectively across various channels, ensuring that marketing efforts are not only cohesive but also tailored to individual preferences and behaviors. Targeted primarily at mid-sized to large companies, Actito serves organizations that require a comprehensive and unified approach to their marketing activities. By consolidating customer data into a single platform, Actito enables marketing teams to manage their campaigns more efficiently. The platform is particularly beneficial for businesses looking to enhance their customer engagement strategies through real-time, personalized messaging across multiple channels, including email, SMS, push notifications, WhatsApp, RCS, Wallet, ad audiences, call centers, and print. One of the standout features of Actito is its ability to centralize and activate customer data. This functionality allows users to design and target messages that resonate with their audience, enhancing the overall effectiveness of marketing campaigns. The integration of artificial intelligence further streamlines the marketing process, making it more agile and responsive to changing customer needs. By leveraging AI, Actito helps marketers analyze data trends and optimize their strategies, ultimately driving growth and improving customer relationships. Additionally, Actito's secure European infrastructure ensures that customer data is handled with the utmost care, adhering to strict privacy regulations. This focus on data security is particularly appealing to companies operating within the EU or those that prioritize compliance with data protection laws. With headquarters in Belgium and offices in France and Spain, Actito has established a strong presence in the European market and currently supports over 250 clients worldwide. In summary, Actito is more than just a marketing tool; it is a comprehensive platform that supports businesses in transforming their marketing efforts into significant growth drivers. By offering a unified solution for managing customer engagement across various channels, Actito enables organizations to create personalized experiences that foster customer loyalty and drive business success. **Average Rating:** 4.3/5.0 **Total Reviews:** 174 #### How Do G2 Users Rate Actito? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Customization :** 8.2/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.5/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) #### Who Is the Company Behind Actito? - **Seller:** [Ibexa](https://www.g2.com/sellers/ibexa) - **Company Website:** www.ibexa.co - **Year Founded:** 1999 - **HQ Location:** Oslo, Norway - **Twitter:** @IBEXA 2 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7d08b4f1e8ca424ba7be9e320933355ce2bfe432f219154446bebc097ba51082&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fibexa&secure%5Burl_type%5D=linkedin_company_website) 159 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Retail, Marketing and Advertising - **Company Size:** 47% Medium, 34% Small #### What Do G2 Reviewers Say About Actito? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **helpful and supportive customer support** of Actito, enhancing their overall experience with the tool. - Users find Actito's **ease of use** invaluable, allowing for effortless customization and effective marketing campaign management. - Users value Actito's **powerful automation features** that enhance customer engagement and streamline marketing efforts. - Users highlight the **exceptional support** from Actito, which enhances their experience and facilitates achieving business goals. - Users appreciate the **automation efficiency** of Actito, making campaign management and customer engagement seamless and effective. ##### Cons - Users find **integration issues** with Actito, noting slow implementation and the need for more native connectors. - Users find the **learning curve steep** due to complex features and a less intuitive interface affecting usability. - Users find **complexity in automation and integration** , requiring extra knowledge and support, making it less intuitive. - Users encounter **integration difficulties** due to slow implementation and lack of native connectors, complicating system connectivity. - Users find the **integration difficulty** with Actito problematic, highlighting slow implementation and lack of native connectors. #### What Are Recent G2 Reviews of Actito? **["Precise Customer Tracking and Powerful Automated Outreach"](https://www.g2.com/survey_responses/actito-review-12870721)** **Rating:** 5.0/5.0 stars _— Laverne N._ [Read full review](https://www.g2.com/survey_responses/actito-review-12870721) **["Fast, Secure, No-Code Campaigns with a Straightforward Drag-and-Drop Builder"](https://www.g2.com/survey_responses/actito-review-12853358)** **Rating:** 4.5/5.0 stars _— Naomi M._ [Read full review](https://www.g2.com/survey_responses/actito-review-12853358) #### What Are G2 Users Discussing About Actito? - [What is Actito used for?](https://www.g2.com/discussions/what-is-actito-used-for) ### [ConvergeHub](https://www.g2.com/products/convergehub/reviews) ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more **Average Rating:** 4.8/5.0 **Total Reviews:** 36 #### How Do G2 Users Rate ConvergeHub? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 9.2/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.4/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind ConvergeHub? - **Seller:** [ConvergeHub](https://www.g2.com/sellers/convergehub) - **Year Founded:** 2016 - **HQ Location:** San Francisco Bay Area, California - **Twitter:** @convergehub 1,799 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d9f5d42b15eb50a05817f452aad19cc3e66fafa9f1172a6378a88f77cfe226d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvergehub%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 97% Small #### What Are Recent G2 Reviews of ConvergeHub? **["Awesome CRM-Software with outstanding support!"](https://www.g2.com/survey_responses/convergehub-review-9302524)** **Rating:** 5.0/5.0 stars _— André P._ [Read full review](https://www.g2.com/survey_responses/convergehub-review-9302524) **["ConvergeHub Streamlines CRM, Sales, Marketing, Support, and Billing in One Platform"](https://www.g2.com/survey_responses/convergehub-review-12938035)** **Rating:** 5.0/5.0 stars _— Hector Francisco A._ [Read full review](https://www.g2.com/survey_responses/convergehub-review-12938035) #### What Are G2 Users Discussing About ConvergeHub? - [What is ConvergeHub used for?](https://www.g2.com/discussions/what-is-convergehub-used-for) ### [Sailthru by Marigold](https://www.g2.com/products/sailthru-by-marigold/reviews) Sailthru by Marigold keeps media and retail organizations ahead of the digital curve with an industry-leading suite of cross-channel marketing solutions that maximize audience engagement, drive revenue through deeper personalization, and operationalize and amplify data. Powered by zero- and first-party data, Sailthru by Marigold empowers modern marketers to cultivate deep, life-long relationships with customers by curating personalized journeys that drive rich engagement and secure brand loyalty. The world’s most innovative publishers and fastest-growing ecommerce companies trust Sailthru by Marigold to help them succeed. **Average Rating:** 4.2/5.0 **Total Reviews:** 153 #### How Do G2 Users Rate Sailthru by Marigold? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10) - **Customization :** 7.9/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Sailthru by Marigold? - **Seller:** [Zeta Global](https://www.g2.com/sellers/zeta-global) - **Year Founded:** 2007 - **HQ Location:** New York, NY - **Twitter:** @ZetaGlobal 16,660 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=889c15a7b559a8318ba7b5379f83e230ccd77c082c1971c9b040c45186b1503b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzetaglobal%2Fposts%2F%3FfeedView%3Dall&secure%5Burl_type%5D=linkedin_company_website) 2,991 employees on LinkedIn® - **Ownership:** NYSE: ZETA #### Who Uses This Product? - **Who Uses This:** Marketing Manager - **Top Industries:** Publishing, Retail - **Company Size:** 61% Medium, 21% Small #### What Do G2 Reviewers Say About Sailthru by Marigold? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation capabilities** of Sailthru, enhancing engagement through sophisticated lifecycle campaigns and efficient management. - Users value the **advanced automation features** of Sailthru, enabling tailored campaigns and improved customer engagement. - Users value the **advanced personalization and automation** features of Sailthru, enhancing engagement through tailored customer experiences. - Users value Sailthru's **effective personalization and automation** , enhancing customer engagement through tailored experiences across channels. - Users value the **advanced personalization and predictive analytics** of Sailthru, enhancing engagement and tailored customer experiences. ##### Cons - Users find the **difficult learning** curve challenging, making it hard for smaller teams to effectively use Sailthru. - Users find the **inadequate reporting** features of Sailthru challenging, making data interpretation and navigation cumbersome. - Users find the **steep learning curve** of Sailthru challenging, especially for smaller teams or those lacking technical support. - Users find **limited reporting** capabilities in Sailthru, making data interpretation and analysis a challenge. - Users find the **reporting tools cumbersome** and difficult to interpret, impacting the overall usability of Sailthru. #### What Are Recent G2 Reviews of Sailthru by Marigold? **["Advanced Personalization and Predictive Analytics That Drive Engagement"](https://www.g2.com/survey_responses/sailthru-by-marigold-review-12381379)** **Rating:** 4.5/5.0 stars _— Abhishek S._ [Read full review](https://www.g2.com/survey_responses/sailthru-by-marigold-review-12381379) **["Transformative Personalization, Needs UX Enhancement"](https://www.g2.com/survey_responses/sailthru-by-marigold-review-12452858)** **Rating:** 4.0/5.0 stars _— Stuessy B._ [Read full review](https://www.g2.com/survey_responses/sailthru-by-marigold-review-12452858) #### What Are G2 Users Discussing About Sailthru by Marigold? - [What is Sailthru used for?](https://www.g2.com/discussions/what-is-sailthru-used-for) - [How do you use Sailthru?](https://www.g2.com/discussions/how-do-you-use-sailthru) - [What is cross channel campaign management?](https://www.g2.com/discussions/what-is-cross-channel-campaign-management) - [Is CB sailthru com legit?](https://www.g2.com/discussions/is-cb-sailthru-com-legit) - [What is sailthru?](https://www.g2.com/discussions/what-is-sailthru) ### [HCL Unica](https://www.g2.com/products/hcl-unica/reviews) The HCL Software Unica Suite is an enterprise class, integrated cloud native marketing platform that delivers precision marketing at scale. Unica’s unique goal based marketing paradigm empowers marketing strategists to align their strategy and effectively achieve their marketing goals such as revenue targets, increased wallet share, customer loyalty and much more. With fully integrated nine key modules and in-built optimization, the platform provides marketing practitioners end to end marketing capabilities to engage and deliver highly personalized customer experience across a wide variety of outbound, inbound, social and AdTech channels – direct mail, email, SMS, Push, WhatsApp, website, call center, IVR mobile, ATM, Kiosk, POS, LinkedIn, Google AdManager and Facebook. It simplifies the execution of complex marketing programs with a business-friendly UI/UX and seamlessly integrates with home grown and third-party martech applications. Unica can be deployed through Docker framework or natively, on premise or on any cloud of your choice. This leading marketing automation solution is highly scalable, robust and secure, while providing a single marketing system of record to implement omni-channel marketing strategies. **Average Rating:** 4.2/5.0 **Total Reviews:** 118 #### How Do G2 Users Rate HCL Unica? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind HCL Unica? - **Seller:** [HCL Technologies](https://www.g2.com/sellers/hcl-technologies) - **Year Founded:** 1999 - **HQ Location:** Noida, Uttar Pradesh - **Twitter:** @hcltech 425,043 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=956a02ad8dbfeae42d5674b0244526801e33ae7988583df05d94f7af84d4ede2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1756%2F&secure%5Burl_type%5D=linkedin_company_website) 246,058 employees on LinkedIn® - **Ownership:** NSE - National Stock Exchange of India #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 48% Large, 27% Small #### What Do G2 Reviewers Say About HCL Unica? _AI-generated summary from verified user reviews_ ##### Pros - Users praise HCL Unica for its **automation efficiency** , enabling streamlined operations and improved data-driven decision-making. - Users highlight the **game-changing automation features** of HCL Unica, streamlining operations and enhancing strategic decision-making. - Users value HCL Unica for its ability to enhance **customer engagement** through targeted, personalized marketing campaigns. - Users value the **responsive customer support** of HCL Unica, enhancing their experience and resolving issues effectively. - Users value the **engagement efficiency** of HCL Unica, significantly enhancing customer interactions and marketing success. ##### Cons - Users face a steep learning curve due to the **expertise required** for setup and maintenance of HCL Unica. - Users find the **learning curve steep** , requiring significant time and expertise to effectively set up HCL Unica. - Users experience **inefficiency** with HCL Unica due to its complicated interface and high setup and maintenance costs. - Users find HCL Unica's **interface not intuitive** , resulting in challenges for beginners navigating the system effectively. - Users find the **time-consuming setup** of HCL Unica challenging, requiring significant effort and technical expertise. #### What Are Recent G2 Reviews of HCL Unica? **["Intuitive and Fast, Ideal for Efficient Advertising"](https://www.g2.com/survey_responses/hcl-unica-review-12064816)** **Rating:** 5.0/5.0 stars _— David F._ [Read full review](https://www.g2.com/survey_responses/hcl-unica-review-12064816) **["Unlocking Marketing Potential with HCL Unica"](https://www.g2.com/survey_responses/hcl-unica-review-11002847)** **Rating:** 4.5/5.0 stars _— Kenneth J._ [Read full review](https://www.g2.com/survey_responses/hcl-unica-review-11002847) #### What Are G2 Users Discussing About HCL Unica? - [What is HCL Unica used for?](https://www.g2.com/discussions/what-is-hcl-unica-used-for) - 1 upvote ### [OptiPub](https://www.g2.com/products/optipub/reviews) OptiPub is an omni-channel marketing platform designed to provide seamless integration, robust automation, and enhanced campaign management capabilities. It allows users to optimize their marketing efforts through features like advanced tracking, automated workflows, and powerful segmentation tools. Built with the flexibility to adapt to various business needs, OptiPub integrates with key platforms such as Infusionsoft/Keap, ThriveCart, and more, helping businesses streamline marketing processes and boost customer engagement. **Average Rating:** 4.9/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate OptiPub? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10) - **Customization :** 9.8/10 (Category avg: 8.4/10) - **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind OptiPub? - **Seller:** [OptiPub](https://www.g2.com/sellers/optipub) - **Year Founded:** 2018 - **HQ Location:** Baltimore, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f21bf06ebb699fc2de84a5e8ac4125fdc6e53eb3849a3747ac9abef79f9d9306&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptipub%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Publishing - **Company Size:** 94% Small, 6% Medium #### What Do G2 Reviewers Say About OptiPub? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **exceptional customer support** from OptiPub, highlighting their expertise and responsiveness in resolving email challenges. - Users highlight the **expertise in email deliverability** from OptiPub, significantly improving their email marketing effectiveness. - Users commend the **extensive feature variety** of OptiPub, making it an invaluable all-in-one platform for publishing businesses. - Users value the **exceptional responsiveness** of OptiPub, enhancing their email marketing effectiveness and support experience. - Users value the **customizability** of OptiPub, enabling tailored solutions to meet unique business needs effectively. ##### Cons - Users find a steep **learning curve** with OptiPub, requiring time and team effort to navigate effectively. - Users experience **integration issues** with OptiPub, requiring patience due to ongoing development and learning curve challenges. - Users note the **missing reporting features** in OptiPub, hampering efficiency and functionality until improvements are made. - Users find the **not intuitive interface** requires a knowledgeable team to navigate effectively and ensure a smooth experience. - Users find that **OptiPub is time-consuming** due to its integration and learning curve, requiring substantial patience. #### What Are Recent G2 Reviews of OptiPub? **["Intuitive AI Email Service"](https://www.g2.com/survey_responses/optipub-review-12643888)** **Rating:** 5.0/5.0 stars _— Cody A._ [Read full review](https://www.g2.com/survey_responses/optipub-review-12643888) **["OptiPub Has Been a Huge Upgrade!"](https://www.g2.com/survey_responses/optipub-review-13068247)** **Rating:** 5.0/5.0 stars _— Kasio M._ [Read full review](https://www.g2.com/survey_responses/optipub-review-13068247) ### [Act-On](https://www.g2.com/products/act-on/reviews) Act-On Software is a Marketing Automation Platform that provides solutions to empower marketers to engage marketing targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can dream big and build smart, effective marketing automation programs to grow their businesses and generate higher customer lifetime value – all with the fastest time-to-value. Get a Demo: https://act-on.com/demo/ Act-On empowers marketers to: • Grow and expand their businesses at scale through B2B demand generation, B2C sales and transactions, and customer marketing features. Orchestrate and optimize the entire customer journey — from awareness to advocacy — by building continuous, customized engagement that transforms visitors into prospects, prospects into qualified leads, and qualified leads into lifetime customers. • Deliver exceptional brand experiences throughout the customer lifecycle by automating buying journeys, personalizing communications and campaigns, and improving brand affinity and loyalty. Leverage Act-On’s automated capabilities to attract new prospects, engage your contacts, and guide leads toward more frequent and more lucrative purchasing decisions. • Drive measurable product adoption and customer retention through executing comprehensive onboarding and training programs, product adoption and customer retention strategies, and new products and services promotions. From new contacts to loyal partners, you can use Act-On to engage your audience, turn them into brand ambassadors, and keep them coming back for more. With interactive and dynamic reporting and analytics to assess, showcase, and improve performance, the Act-On Platform is designed to deliver growth marketing value for businesses and marketers of any size, shape, location, and scale. Platform features include: • Automated and adaptable buying journeys • Deep integrations with leading CRM systems and web conferencing • Website visitor engagement tracking and intent reporting • Dynamic lead scoring, segmenting, and nurturing • Social media listening, prospecting, publishing, and advocacy • Easy-to-design web forms, landing pages, and email templates • Event-triggered and transactional emailing • Active contact-based pricing for actual usage billing We get marketing. We understand your challenges. And we’re here to help you excel with every customer and every campaign. **Average Rating:** 4.1/5.0 **Total Reviews:** 1,029 #### How Do G2 Users Rate Act-On? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.0/10) - **Customization :** 7.6/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10) - **Workflow Capability:** 7.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Act-On? - **Seller:** [Act-On Software](https://www.g2.com/sellers/act-on-software) - **Company Website:** www.Act-On.com - **Year Founded:** 2008 - **HQ Location:** Portland, OR - **Twitter:** @ActOnSoftware 32,069 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=022b5a2aefeebb976fa06cfe87f32e73d268e1d4a06a1f8e5d10887cc9ab93eb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F375185%2F&secure%5Burl_type%5D=linkedin_company_website) 200 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Marketing Specialist - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 49% Medium, 39% Small #### What Do G2 Reviewers Say About Act-On? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** in Act-On, complemented by outstanding support and user-friendly features. - Users commend Act-On's **top-notch customer support** , highlighting quick responses and valuable resources like webinars and success hours. - Users highlight the **top-notch email builder** of Act-On, enhancing their marketing strategy with powerful features and device previews. - Users praise Act-On's **exceptional email management** , with a robust builder and excellent support enhancing overall productivity. - Users commend Act-On for its **excellent support and constant updates** , enhancing their email marketing experience significantly. ##### Cons - Users express concerns over **missing features** in Act-On, especially regarding AI tools and email composer capabilities. - Users find the **user interface unintuitive** , leading to inconsistent experiences and difficulties during implementation. - Users encounter **email issues** such as limited content reuse and a cumbersome visual experience in Act-On’s email composer. - Users experience a challenging **learning curve** with Act-On, particularly in navigating its interface and implementation issues. - Users feel Act-On has **limited features** compared to competitors, hindering efficiency and user experience. #### What Are Recent G2 Reviews of Act-On? **["Robust e-marketing platform"](https://www.g2.com/survey_responses/act-on-review-17560)** **Rating:** 5.0/5.0 stars _— Sarah O._ [Read full review](https://www.g2.com/survey_responses/act-on-review-17560) **["Unified Marketing Solution with Great Support and Pricing"](https://www.g2.com/survey_responses/act-on-review-13175213)** **Rating:** 5.0/5.0 stars _— Don B._ [Read full review](https://www.g2.com/survey_responses/act-on-review-13175213) ### [Leadfwd](https://www.g2.com/products/leadfwd-leadfwd/reviews) Leadfwd combines B2B Prospecting Data, Sales Outreach and Account-Based Marketing together with the power of Artificial Intelligence and Machine Learning. All in one Unstoppable Growth Platform. **Average Rating:** 4.4/5.0 **Total Reviews:** 55 #### How Do G2 Users Rate Leadfwd? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Customization :** 8.6/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.0/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Leadfwd? - **Seller:** [LeadFWD](https://www.g2.com/sellers/leadfwd) - **Year Founded:** 2006 - **HQ Location:** Staten Island, NY - **Twitter:** @INBOX25 1,969 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7f1ec60642e0138a4922b6fd0387feb7859d1adf70612aa18a572fedb1360da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3078106%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 59% Small, 32% Medium #### What Do G2 Reviewers Say About Leadfwd? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive setup and ease of use** of Leadfwd, enabling efficient prospecting and campaign management. - Users praise Leadfwd for its **effective lead generation** through advanced targeting and AI-driven personalization. - Users value the **automation capabilities** of Leadfwd, allowing effortless and efficient outreach across multiple platforms. - Users find the **easy setup** of Leadfwd highly beneficial, allowing for quick onboarding and seamless integration. - Users value the **inbox warm-up and deliverability features** of Leadfwd, ensuring effective and hassle-free email campaigns. ##### Cons - Users experience **slow performance** with Leadfwd, especially when handling large datasets, leading to lag and freezing issues. - Users find the **cluttered UI** can hinder reporting and negatively impact their overall experience with Leadfwd. - Users find the **difficult setup** of LeadFwd challenging, but appreciate the excellent support and documentation provided. - Users face **editing difficulties** due to slow load times with large datasets, leading to lag and freezing issues. - Users frequently experience **editing issues** due to slow load times for large datasets, impacting their workflow significantly. #### What Are Recent G2 Reviews of Leadfwd? **["Fantastic Tool for Lead Generation"](https://www.g2.com/survey_responses/leadfwd-review-11219304)** **Rating:** 5.0/5.0 stars _— Sheldon S._ [Read full review](https://www.g2.com/survey_responses/leadfwd-review-11219304) **["Revolutionized Our B2B Prospecting and Personalization"](https://www.g2.com/survey_responses/leadfwd-review-12287570)** **Rating:** 4.0/5.0 stars _— Oswald C._ [Read full review](https://www.g2.com/survey_responses/leadfwd-review-12287570) #### What Are G2 Users Discussing About Leadfwd? - [What is Leadfwd used for?](https://www.g2.com/discussions/what-is-leadfwd-used-for) - 1 comment ### [RESUL](https://www.g2.com/products/resul/reviews) RESUL is a fully integrated, real-time audience engagement solution for diverse sectors and business types. RESUL combines a powerful CDP, a built-in agentive AI engine, omnichannel orchestration, comprehensive analytics, cookie-independent ROI attribution, AI-driven next-best experience management, and other features essential to the delivery, measurement, and optimization of segment-of-one audience engagement. Customer Data Platform Rated 100% by the CDP Institute, RESUL’s built-in CDP offers: • Extensive out-of-the-box API library and streamlined custom data connection • Integration of first, second, and third-party data, bulk and streaming data, as well as structured, semi-structured, and unstructured data • Holistic data consolidation, deduplication, enrichment, and activation process • Intuitive segmentation workflow (large-scale segment generation in minutes) • Streamlined real-time trigger creation • Flexible attribute management, persona creation, and lead scoring • Progressive profiling for evolving, 360° customer view • Cookie-independent identity resolution and attribution via the Smart Duo, a Resulticks proprietary technology enabler Genie RESUL’s built-in agentive AI utilizes the power of generative AI to making personalized, real-time connected experiences accessible. • Intelligent Data Ingestion: Minimizes time from data integration to activation via automatic schema definition, automated data deduplication & standardization, attribute laddering, and dark data transformation. • AI-Enhanced Identity Resolution: Consolidates data from existing channels and emerging channels (including the Internet of Things) for identity resolution and online-offline personalization. • AI-Driven Auto Segmentation and AI-Enhanced Lookalike Targeting • GenAI Campaign Content Generation, Omnichannel Customer Journey Generation, and Enhanced personalization • AI-Generated Reports and Expanded Mix of KPIs for Performance Assessment Orchestration & Personalization RESUL simplifies the creation and delivery of both conventional digital campaigns and adaptive omnichannel customer journeys. • Intuitive orchestration canvas for customer journeys, single-channel campaigns, and multichannel campaigns • Easy mapping of behavior-based adaptive follow-up interactions that optimize campaign outcomes • Extensive channel range: notifications, SMS, web, messaging apps, digital ads (search and social, email, social, QR codes, digital assistants, IoT devices, industry-specific channels (e.g., ATMs) • Next-best experience management that optimizes offers, content, and interactions based on AI-derived individual audience propensities • Built-in template builder for landing pages, emails, forms, and more Analytics RESUL offers a comprehensive set of reports and analytics to help businesses dissect their performance, identify crucial opportunities, and understand their customers. • Campaign reports and channel-specific metrics with no protracted delay before availability • Segment-of-one customer reports on individual preferences, interaction timelines, propensities, personas, lead scores, and more • Multi-layered ROI attribution insights and audience digital journey patterns • Predictive and prescriptive analytics (e.g., campaign improvement, profile competition) Security & Compliance RESUL’s multilayered security approach empowers you to safeguard customer privacy and critical information at all times. • Holistic data, system, application, and infrastructure security • AES 256-bit encryption and SHA-256 tokenization • Data geofencing • Tier IV/Tia 942, data centers that are biometric-protected, SOC 1 and SOC 2 certified, and SSAE 16/ISAE 3402 attested—with 100% power back facility • Additional infrastructure protections through powerful anti-spam, anti-virus controls, network-based intrusion detection mechanisms, restricted IP access for administration and server notifications, advanced firewalls, and much more. • Hybrid deployment option, where PII data is kept on client premises, is available for businesses in industries with more stringent regulatory demands. • GDPR, HIPAA, CCPA compliant **Average Rating:** 4.5/5.0 **Total Reviews:** 31 #### How Do G2 Users Rate RESUL? - **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:** 9.1/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.1/10 (Category avg: 8.5/10) #### Who Is the Company Behind RESUL? - **Seller:** [Resulticks](https://www.g2.com/sellers/resulticks) - **Year Founded:** 2014 - **HQ Location:** Seattle, WA - **Twitter:** @Resulticks 2,106 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1efcbb0a03d89df73436ec15e6408098061ed7df046777104821dc618636c3a1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fresulticks%2F&secure%5Burl_type%5D=linkedin_company_website) 372 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Banking - **Company Size:** 34% Small, 28% Large #### What Do G2 Reviewers Say About RESUL? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **user-friendly platform** of RESUL, making it simple to manage marketing campaigns effectively. - Users appreciate the **intuitive interface** of RESUL, finding it easy to navigate and enhancing their overall experience. - Users value RESUL for its **time-saving capabilities** , streamlining marketing efforts and enhancing overall workflow efficiency. - Users commend RESUL’s **exceptional customer support** , noting its responsiveness and expertise in ensuring smooth setup and operation. - Users find the **easy setup** of RESUL beneficial, contributing to a smooth onboarding experience and efficient use. ##### Cons - Users find the **learning curve challenging** , needing more guidance to navigate RESUL's advanced features effectively. - Users report **slow performance** with RESUL, especially when dealing with large datasets, affecting workflow and decision-making. - Users face **inefficiencies** in RESUL due to hidden features and slow loading times, affecting their workflow and decision-making. - Users face **integration issues** with RESUL, including a lack of API support and time-consuming initial setups. - Users experience **slow loading times** for reports in RESUL, disrupting workflow and affecting decision-making efficiency. #### What Are Recent G2 Reviews of RESUL? **["Dedicated, Responsive Support That Makes SMS & WhatsApp Campaigns Effortless"](https://www.g2.com/survey_responses/resul-review-13095728)** **Rating:** 5.0/5.0 stars _— Siddhartha D._ [Read full review](https://www.g2.com/survey_responses/resul-review-13095728) **["RESUL: Reliable Platform for Customer Engagement & Automation"](https://www.g2.com/survey_responses/resul-review-12785862)** **Rating:** 5.0/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/resul-review-12785862) ### [emfluence Marketing Platform](https://www.g2.com/products/emfluence-marketing-platform/reviews) The emfluence Marketing Platform: Your All-In-One Solution for Email & Marketing Automation Success! The emfluence Marketing Platform is designed with you in mind, offering an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with: - Email Automation: Create automated workflows that nurture leads and drive conversions. - Email Marketing: Design and easily send impactful email campaigns, featuring advanced personalization options like conditional content. - Social Media Management: Schedule, publish, and monitor your social media posts from one place. - SMS Marketing: Engage your audience with timely and relevant SMS campaigns. - Landing Pages: Create high-converting landing pages to capture leads. - Automated Reporting: Understand the impact of your marketing campaigns by leveraging custom reports and analytics across channels, assets, people, and places. - Website Tracking: Track visitor interactions on your website to optimize marketing strategies. - Lead Scoring: Prioritize leads based on their engagement and interactions. - Marketing Calendar: Plan, schedule, and manage your marketing campaigns in a centralized calendar. Experience the perfect balance of usability and functionality with the emfluence Marketing Platform, and take your marketing to the next level. **Average Rating:** 4.3/5.0 **Total Reviews:** 95 #### How Do G2 Users Rate emfluence Marketing Platform? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.0/10) - **Customization :** 8.5/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.3/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind emfluence Marketing Platform? - **Seller:** [emfluence](https://www.g2.com/sellers/emfluence) - **Year Founded:** 2003 - **HQ Location:** Kansas City, MO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f9a25b63c4e65dbc28d233ef2f67cd122be3fdd649588eb4b0b779ed8e73fc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F201590%2F&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® - **Ownership:** Private - **Phone:** 816-472-4455 #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 53% Medium, 36% Small #### What Are Recent G2 Reviews of emfluence Marketing Platform? **["Robust Compliance and Streamlined B2B Marketing"](https://www.g2.com/survey_responses/emfluence-marketing-platform-review-12955503)** **Rating:** 4.0/5.0 stars _— Verified User in Medical Devices_ [Read full review](https://www.g2.com/survey_responses/emfluence-marketing-platform-review-12955503) **["Streamlined Marketing with GDPR Compliance"](https://www.g2.com/survey_responses/emfluence-marketing-platform-review-12951994)** **Rating:** 4.5/5.0 stars _— Landrum L._ [Read full review](https://www.g2.com/survey_responses/emfluence-marketing-platform-review-12951994) #### What Are G2 Users Discussing About emfluence Marketing Platform? - [What are the benefits and drawbacks of using emfluence for your email marketing campaigns?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-emfluence-for-your-email-marketing-campaigns) - [What is emfluence Marketing Platform used for?](https://www.g2.com/discussions/what-is-emfluence-marketing-platform-used-for) - [What is the best marketing automation software?](https://www.g2.com/discussions/emfluence-marketing-platform-what-is-the-best-marketing-automation-software) - [How do I choose a marketing automation platform?](https://www.g2.com/discussions/emfluence-marketing-platform-how-do-i-choose-a-marketing-automation-platform) - 1 comment - [What does a marketing automation platform do?](https://www.g2.com/discussions/what-does-a-marketing-automation-platform-do) - [‹ Prev‹ Prev](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=4&reviews_page=1#product-list) - [1](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&reviews_page=1#product-list) - [2](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=2&reviews_page=1#product-list) - [3](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=3&reviews_page=1#product-list) - [4](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=4&reviews_page=1#product-list) - 5 - [6](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=6&reviews_page=1#product-list) - [7](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=7&reviews_page=1#product-list) - [8](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=8&reviews_page=1#product-list) - [9](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=9&reviews_page=1#product-list) - … - [33](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=33&reviews_page=1#product-list) - [34](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=34&reviews_page=1#product-list) - [Next ›Next ›](/categories/marketing-automation?hubs_content-cta=null&hubs_content=blog.hubspot.es%2525252Fmarketing%2525252Fimpacto-ia-en-negocios&hubs_post-cta=blognavcard-marketing&language=english&order=g2_score&page=6&reviews_page=1#product-list) Spotlight Categories [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance) [Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms) [Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr) [VoIP Providers](https://www.g2.com/categories/voip) [Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi) Similar Categories - [Account-Based Marketing](/categories/account-based-marketing) - [Affiliate Marketing](/categories/affiliate-marketing) - [App Store Optimization](/categories/app-store-optimization) - [Audience Intelligence Platforms](/categories/audience-intelligence-platforms) - [B2B Services Review Platforms](/categories/b2b-services-review-platforms) - [Blogger Outreach](/categories/blogger-outreach) - [Book Marketing Tools](/categories/book-marketing-tools) - [Brand Intelligence](/categories/brand-intelligence) - [Consumer Insights Platforms](/categories/consumer-insights-platforms) - [Consumer Video Feedback](/categories/consumer-video-feedback) - [Content Curation](/categories/content-curation) - [Content Marketing](/categories/content-marketing) - [Conversational Marketing](/categories/conversational-marketing) - [Conversion Rate Optimization Tools](/categories/conversion-rate-optimization-tools) - [Customer Data Platform (CDP)](/categories/customer-data-platform-cdp) [Browse Marketing Automation Themes](/categories/marketing-automation/themes) ![Alanna Iwuh](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alanna Iwuh") A Researched and written by [Alanna Iwuh](https://research.g2.com/insights/author/alanna-iwuh) Updated July 10, 2025 Marketing automation software helps businesses streamline and scale their marketing efforts by automating campaigns, workflows, or tasks across multiple channels. These platforms serve as a centralized marketing database to enable teams to create segmented, personalized, and timely marketing experiences for customers or prospects based on customer interaction data. These marketing automation tools should ideally support omnichannel marketing engagement across email, SMS, WhatsApp, social media, direct mail, digital advertising, and more. A key component of marketing automation tools is the ability to create highly personalized journeys based on user behavior, preferences, and lifecycle stage. By leveraging dynamic content, segmentation, and behavioral triggers, marketers can tailor messages to individual users in real time. This level of personalization improves engagement and conversion rates by reaching customers through the right channel at the right time. Marketing automation products often integrate with [customer relationship management (CRM) software](https://www.g2.com/categories/crm), [customer data platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [social media management software](https://www.g2.com/categories/social-media-mgmt), [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms), and [account-based orchestration platforms](https://www.g2.com/categories/account-based-orchestration-platforms). While marketing automation tools do include [email marketing](https://www.g2.com/categories/email-marketing) features, products in G2's Marketing Automation category are excluded from the Email Marketing software category, which houses tools that primarily address automation in the email channel. To qualify for inclusion in the Marketing Automation category, a product must: - Automate two or more of the following workflows: email, social media, SMS, and digital ads - Provide advanced email marketing capabilities including A/B testing, spam filter testing, scheduling, segmentation, and detailed performance reporting - Act as a central marketing database for marketing information and interactions - Allow dynamic segmentation of marketing campaign targets - Contact targets across multiple channels after specific actions, triggers, or periods of time - Generate forms and landing pages to collect prospect information - Provide analytics and reports that track the entire lifecycle of a campaign, including ties to revenue and campaign return-on-investment (ROI) - Provide personalization features to tailor marketing campaigns based on customer behavior - Integrate with sales or marketing software such as CRM, CDP, or e-commerce platforms - Not be categorized in the email marketing software category — products must cater to multiple channels, including email marketing Show More * * * ## How Do You Choose the Right Marketing Automation Software? ### What You Should Know About Marketing Automation Software ### What is Marketing Automation Software? Marketing automation software allows companies to optimize their marketing strategy by automating marketing tasks such as email marketing, social media posts, and lead generation. The automation of these tasks is made possible by creating an automation workflow. A workflow serves as the path that triggers one marketing task after another. An example of this would be when a new customer creates an account on your website, which triggers a welcome email to be sent out to them. Once that welcome email is triggered, product announcement emails are sent, then sale announcement emails, and so on. Each step in the workflow is prompted automatically by a previous step, so no one has to do each step manually. The workflow can then be shaped around any marketing task, whether that is social media management, lead acquisition, or A/B testing. With this in mind, marketing automation software is not a one-off function that can be automated for years on end. Workflows must be manually updated so the marketing material remains relevant and engaging for customers. While the actual function of email marketing can be automated, the content of the email must be updated with current offerings, company updates, or other relevant information. Key Benefits of Marketing Automation Software - Measure campaigns to optimize, justify, and prioritize initiatives - Reduce time spent administering marketing programs and completing tasks - Improve close rates with timely and relevant engagement - Boost brand and messaging consistency across campaigns and channels via templates and standards - Shorten sales cycles with quicker response times - Customize marketing to each customer’s needs - Create scheduled and automated activities for around-the-clock engagement without manual effort ### Why Use Marketing Automation Software? Marketing automation tools allow you to spend more time focusing on creative solutions while increasing your close rate and improving the quality of your leads. This software helps develop your business and lets you focus on more pressing aspects of day-to-day functions. For starters, you will be able to reduce your staffing costs by a considerable amount; lead nurturing and marketing campaigns can be run automatically instead of manually, enabling your business to potentially send thousands of personalized emails a day without lifting a finger. This type of automation also helps your sales activity dramatically by improving your lead management and prioritization, which usually results in a better ROI. In addition, marketing automation tools hold your marketing and sales teams accountable for their performance with concrete data points, giving you the ability to adjust and improve your business strategies. Key Business Problems Solved with Marketing Automation Software - Create more targeted, well-informed content - Provide overall message direction based on customer data - Customize messaging across a customer base - Personalize messaging without manual entry - Reduce staffing and labor costs ### Who Uses Marketing Automation Software? Small businesses and large enterprises alike can benefit from marketing automation software. If you are a small business, you can directly benefit from marketing automation tools without having to increase your headcount, which can be especially important for companies with a small workforce and limited hiring capital. While the initial setup requires an investment of time to customize your platform, the overall result will be a significant decrease in tedious marketing tasks and a more effective sales cycle. From a small-business perspective, it’s exceedingly important to be effective and intentional with the finite amount of resources at your disposal. Marketing automation tools will allow your staff to make the most out of the hours allotted to them, freeing up time for creative solutions instead of repetitive tasks. These tools can optimize your staff’s time, allowing for a more effective business strategy. **Marketing teams —** Marketing automation tools allow marketing teams to automate tedious tasks, organize workflows, and collect more customer data. By automating marketing tasks like email marketing, lead generation, and digital advertising, marketing teams save plenty of time and are able to focus more time on analyzing their data. Spending more time with this data results in a more effective marketing strategy. **Sales teams —** Marketing automation software allows sales teams to leverage marketing data to identify qualified leads, analyze customer sentiment, and establish better communication with customers. When sales teams understand what leads have expressed a major interest in the product, they can reach out to customers based on actual data and turn cold calls into warm calls. With marketing automation data, sales teams can also be notified when the best time is to reach out to their leads. If leads are on a pricing page, this can trigger an alert to a sales rep to reach out to that lead and talk them through the product offering. **Content managers —** Content managers can use marketing automation software to automate the content publishing process. This allows content marketing teams to schedule posts for the most effective times during the day, which can drive more visibility for their content. ### Kinds of Marketing Automation Software Marketing automation software is an umbrella term for any software that allows companies to automate or streamline their marketing efforts to improve operational efficiency and increase revenue. With this in mind, many tools that businesses use on a day-to-day basis contain marketing automation functionalities, including CRM and email marketing tools. However, while many tools provide marketing automation, these products may vary in their focus and breadth of features. Below are some of the different focuses you may find in a marketing automation solution: **Inbound marketing automation —** Inbound marketing automation is designed for marketing teams that focus more on content management. This usually translates to teams that write blogs or post social media content to attract new customers. Within inbound marketing, some examples of tasks that can be automated include marketing analytics, reputation management, social media monitoring, and sales lead generation. The automation of these aspects frees up time for marketers to analyze the customer data and make informed decisions on how to improve marketing strategies. **Lead management and nurturing automation —** With lead management and nurturing automation, sales teams can automate the process of acquiring and qualifying leads based on which are most likely to convert. This is particularly useful for sales teams, as users capable of setting parameters for what constitutes a qualified lead. This may be when prospective customers visit your product page three times, or it may be when they only come once. You get to decide when the automation tool triggers a sales notification that will alert sales reps to reach out to qualified leads and close a sale. With this tool, sales reps can save plenty of time by focusing on only the most qualified leads. **Pricing automation —** E-commerce websites and online retailers can use pricing automation tools to close more sales. If a customer has come to your website and has been browsing a certain product multiple times, then it is very likely that they are considering buying that product. With pricing automation, retailers can automatically drop or raise prices based on interest or repeated product page visits. This allows retail sites to close more deals by offering customers a price point that they are willing to settle on. **B2B (business to business) vs. B2C (business to consumer)** — Both B2B and B2C companies can experience value from using marketing automation software to send more personalized, timely, and relevant messages to consumers. B2B and B2C businesses do, however, have differing needs that must be met from this type of software. First, B2B companies have considerably longer buying cycles, and the decision process involves more steps. Additionally, B2B buying decisions are not typically made by just one individual; there are often numerous decision-makers that conduct extensive research before making a purchase. Meanwhile, B2C consumers typically make decisions on an individual basis and generally make buying decisions faster than B2B consumers. These differences impact a business’ marketing strategy, the channels in which they reach their consumers, and the types of content that get automated. Consequently, B2B and B2C companies consider marketing automation software features differently. B2B companies leverage marketing automation software to assist in nurturing their leads throughout the sales cycle and look for features like integration into their CRM, lead scoring, and high-quality data (i.e., no duplicate contact records). B2C companies focus on the customer journey and making data-driven, predictive recommendations for products or services, typically requiring features such as retargeting, retention marketing, and personalized cart and browse abandonment messages. Since B2C companies typically experience a shorter sales cycle, personalization of their websites and messaging is of utmost importance; the marketing automation software they choose to implement typically needs to integrate with e-commerce sites. In contrast, while nurturing their leads, B2B companies use marketing automation software to send educational and event-based emails to increase brand awareness. Finally, the channels in which B2B and B2C companies reach their consumers differ. Both B2B and B2C businesses rely on email marketing, but B2C businesses often use other channels as well. That being said, they often look for marketing automation software than can support automation with other channels, including SMS, push notifications, and social media messaging. ### Marketing Automation Software Features **Email marketing —** One of the main functions of marketing automation software is the automation of email marketing. For example, once a customer signs up for your company’s newsletter, marketing automation takes over and can start sending out email marketing campaigns based on events, online activities, and lead scores. Email marketing functions also automate the personalization and branding of marketing emails. This way, each email that gets sent out is a personally addressed letter to whomever signed up for your newsletter. A final important function of email marketing automation is managing email deliverability.This ensures inbox delivery and includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This way, businesses can focus on analytics and profit rather than manually attending to every customer need. **Social media marketing —** Marketing automation software allows businesses to automate the process of managing a social media campaign, which can increase customer engagement and visibility for your brand or product. With automation tools, you can schedule automated posts such as polls, sweepstakes, and referral programs. Then, marketing automation software can evaluate the customer sentiment of your posts by measuring likes, comments, replies, and retweets. Not only does this help raise brand awareness, but it also allows users to see how their brand is being perceived. **Lead management —** Using marketing automation software to manage leads is one of the most effective ways to attract new customers. With lead scoring and grading features, marketing automation software can automatically qualify and score leads based on demographics, as well as prospect online behaviors like recency and frequency. Additionally, businesses can automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and predefined campaign steps. Automated [behavior tracking](https://www.g2.com/categories/marketing-automation?filters%5Bverified_features%5D%5B%5D=108&utf8=%E2%9C%93) then tracks which emails a prospect opens and clicks, what web pages they visit, and what keywords they use. All of these lead management tools allow businesses to collect and analyze prospect data without having to do the leg work of manually assessing each customer lead. **Advertising automation —** Marketing automation tools can lead customers down the sales funnel by automating when leads see certain advertisements. If customers are revisiting a product page multiple times, this triggers your marketing automation software to present the customer with product advertisements based on where they are in the sales funnel. If they are strongly considering buying the product, then this might trigger a sales advertisement, or if they have been looking at competing products then this might also trigger an advertisement from your website. This helps to keep your product visible so customers always consider purchasing your product, even when they are considering another product as well. **Workflow management —** Workflow management automates a process that typically requires intervention by several different users due to its series of steps. Administrators can write rules to determine who, and when, a user needs to complete a step. This also includes notification of users when they need to take action, which creates one fluid workflow that is meant to lead customers through the sales funnel, all the way from awareness to purchase. **Mobile marketing —** To supplement both email and social media marketing, marketing automation tools also have the capability of automating mobile marketing. Users can communicate with customers by sending out push notifications, wearable device notifications, or Apple Wallet and Google Pay notifications. This way, even when apps or websites aren’t open, you can still send mobile notifications so customers are alerted with sale alerts, product announcements, new features, etc. Many marketing automation software tools will also offer the following features:  - [Social media engagement capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-engagement) - [Social media advertising capabilities](https://www.g2.com/categories/marketing-automation/f/social-media-advertising) - [Event/webinar marketing capabilities](https://www.g2.com/categories/marketing-automation/f/event-webinar-marketing) - [Search tracking and optimization capabilities](https://www.g2.com/categories/marketing-automation/f/search-tracking-and-optimization) - [SEO/keyword analytics capabilities](https://www.g2.com/categories/marketing-automation/f/seo-keyword-analytics) - [Social listening capabilities](https://www.g2.com/categories/marketing-automation/f/social-listening) - [Budgeting capabilities](https://www.g2.com/categories/marketing-automation/f/budgeting) - [B2B capabilities](https://www.g2.com/categories/marketing-automation/f/b2b) - [B2C capabilities](https://www.g2.com/categories/marketing-automation/f/b2c) - [Online Behavior Tracking capabilities](https://www.g2.com/categories/marketing-automation/f/online-behavior-tracking) ### Trends Related to Marketing Automation Software **Interactive email marketing —** Email marketing is one of the most-used features in marketing automation software. Although marketers can reach a wide scope of customers by automating thousands of promotional emails, most of those emails don’t provide any brand interaction or personalized content. With this in mind, email marketers are looking to make more personalized and interactive media content in each email. This may include animated GIFs, promotional videos, games, quizzes, etc. ### Potential Issues with Marketing Automation Software **Over-automating —** One of the common pitfalls of using marketing automation software is over-automation, when companies fall under the misconception that marketing automation software is a fix-it-all solution that you can “set and forget." Marketing automation, like many other innovative technologies, works better with human expertise and management. This means consistently monitoring workflow automation in order to reflect new offerings from your business. ### Software and Services Related to Marketing Automation Software [**CRM**](https://www.g2.com/categories/crm) **—** Retaining and developing relationships with new and old customers is paramount for any growing business. As such, it’s important that your marketing automation tool integrates with a CRM. By integrating these two together, you can have a one-stop shop for marketing analysis and customer data. Not only can you view customer information such as name, address, and company info, but you can also view important marketing information such as which pages they visit, the duration of those visits, and which products they are most interested in. Furthermore, since marketing automation software automatically scores leads based on how likely they are to convert into a customer, it’s important to have your leads and customer information in one place so sales and marketing teams can team up on strategizing how to close a sale. Aside from closing new deals, marketing automation can also reignite interest in old customers by sending out drip email campaigns. If your marketing automation software is integrated with your CRM, you can identify all your old customers and send them content periodically in the hopes of reattracting them to your brand. Ultimately, the coupling of your CRM and marketing automation will also bring you the clearest view on which marketing initiatives are attracting new customers and which ones are not. This will enable your company to track ROI in real time and provide insight into making smarter business decisions based on concrete customer data. [**Project management**](https://www.g2.com/categories/project-management) **—** Project management software assists employees, administrators, and teams in managing team goals and long-term projects, as well as coordinating individual tasks. Since marketing automation revolves around creating workflows, it’s important to visualize all of the necessary steps that must be completed before creating an automated workflow. With a project management tool, marketing teams can collaborate and pull assets together to create one streamlined marketing campaign. [**Social media advertising**](https://www.g2.com/categories/social-media-advertising) **—** It goes without saying that more and more people are being both informed and influenced by products that are advertised on social media. With Instagram, Facebook, and Twitter being some of the most visited websites in the world, marketers must make their brand visible across these channels in order to stay competitive. Integrate your marketing automation software with social media advertising software so you can automate the process of buying, managing, and placing social ads.