# Best Marketing Automation Software *By [Alanna Iwuh](https://research.g2.com/insights/author/alanna-iwuh)* 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 ## Best Marketing Automation Software At A Glance - **Leader:** [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - **Highest Performer:** [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) - **Easiest to Use:** [ContactPigeon](https://www.g2.com/products/contactpigeon/reviews) - **Top Trending:** [HighLevel](https://www.g2.com/products/highlevel/reviews) - **Best Free Software:** [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) --- **Sponsored** ### ClickSend ClickSend is a simple, reliable SMS platform built for businesses that can't afford to miss a message. It’s seriously simple infrastructure that works straight out of the box — and keeps working as you grow. Backed by genuinely helpful 24/7 support from people who actually know their stuff. Send from the Dashboard in just a few clicks — or straight from your email inbox. Build with our clean, well-loved API docs. Or connect through hundreds of integrations and slot it straight into the tools your team already uses. Most users are up and sending within minutes. No developers required (but if you have one, they'll love us too). Why 90,000+ businesses and developers choose ClickSend: · Direct carrier routes to 190+ countries — no middlemen, no grey routes · 99.95%+ uptime so your messages go out when it matters · Lightning-fast delivery for time-sensitive comms · Pay-as-you-go pricing — scale up, scale down, only ever pay for what you send · 24/7 support from real people who actually understand the platform It's built for operational messaging as much as marketing. Appointment reminders, delivery notifications, 2FA codes, staff alerts, booking confirmations — the communications that keep a business running day to day. Trusted by healthcare and wellness clinics, financial services, real estate agencies, education providers, event organisers, construction companies and not-for-profits — and the developers building messaging into their products and workflows. [Try for Free](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=36&secure%5Bdisplayable_resource_id%5D=1781&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1781&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=138049&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&secure%5Btoken%5D=9eed72f233023cc33384ac33292defdfa71d7f93dae3bc47985b2db69fabfe79&secure%5Burl%5D=https%3A%2F%2Ftry.clicksend.com%2Fen%2Fstart-sending%2F%3Futm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dppc_campaign&secure%5Burl_type%5D=free_trial) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) Marketing Hub consolidates marketing tools and customer data into a unified platform, eliminating scattered point solutions and simplifying software management for modern marketing teams. Core Value Proposition: HubSpot's Marketing Hub solves three critical pain points stemming from disconnected software: fragmented customer data, inefficient execution, and wasted time on tool management. Built as part of the HubSpot CRM platform, Marketing Hub keeps customer data central to all marketing activities– enabling sales alignment and clear ROI tracking across the full platform. Key Capabilities: Unified Data Architecture: Marketing Hub stores all marketing tools and customer data on one platform. This eliminates data silos and provides complete customer context for personalized marketing at scale. Time Efficiency: Marketers save time previously spent switching between applications, reconciling data across systems, and troubleshooting integration issues that plague multi-tool marketing stacks. Smart CRM Integration: Because Marketing Hub operates as part of the HubSpot CRM platform rather than as a standalone tool, customer information, interaction history, and engagement data remain accessible within the marketing workflow without manual data transfer. Sales-Marketing Alignment: With the complete HubSpot CRM platform, marketing and sales teams work in alignment. Unified reporting ties marketing activities to revenue, proving ROI. Marketing Hub vs. Alternatives: Unlike individual marketing tools requiring manual integration and data transfer, Marketing Hub provides a native connection between email marketing, landing pages, social media management, and data analytics. This eliminates integration complexity and data sync challenges that fragment marketing operations. Marketing Hub delivers powerful capabilities without requiring extensive training, dedicated administrators, or technical implementation teams that complex enterprise platforms demand. Teams can adopt and use the system quickly, focusing on execution rather than software management. Who Should Use Marketing Hub: Marketing Hub serves marketing teams experiencing productivity loss from tool fragmentation, marketers requiring complete customer context for effective personalization, and organizations needing to demonstrate clear marketing ROI. The platform scales from small marketing teams to enterprise organizations without proportional increases in system complexity. Outcome: Marketing Hub enables marketers to save valuable time, provide personalized experiences that attract and convert the right customers at scale, and keep data at the center of everything they do– all while scaling their company, not complexity. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,983 **User Satisfaction Scores:** - **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:** 8.5/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://www.HubSpot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, MA - **Twitter:** @HubSpot (785,472 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (11,979 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Marketing Coordinator - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 52% Small-Business, 41% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (2525 reviews) - Email Marketing (1111 reviews) - Features (1103 reviews) - Intuitive (1099 reviews) - Automation (1076 reviews) **Cons:** - Learning Curve (808 reviews) - Missing Features (786 reviews) - Limited Features (730 reviews) - Expensive (667 reviews) - High Pricing (527 reviews) ### 2. [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools. **Average Rating:** 4.4/5.0 **Total Reviews:** 14,076 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Customization :** 7.9/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.4/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign) - **Company Website:** https://www.activecampaign.com - **Year Founded:** 2003 - **HQ Location:** Chicago, IL - **Twitter:** @ActiveCampaign (13,214 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (857 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 92% Small-Business, 7% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (848 reviews) - Automation (787 reviews) - Automation Features (654 reviews) - Automations (621 reviews) - Features (574 reviews) **Cons:** - Learning Curve (419 reviews) - Expensive (403 reviews) - Missing Features (388 reviews) - Limited Features (294 reviews) - Not Intuitive (280 reviews) ### 3. [Insider One](https://www.g2.com/products/insider-one/reviews) Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 2025 Leader in the Gartner Magic Quadrant for Personalization Engines #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices. The company is woman-founded and predominantly women-owned, with 70% of senior executive roles, including the CEO, CMO, CHRO, and CFO, held by women. Through initiatives such as 100 Cities, 100 Projects, Young Engineers Club, SheCodes, and SheLeads, Insider One continues to expand its positive impact across global communities, driving opportunities, inclusion, education, and equity for this and future generations." **Average Rating:** 4.8/5.0 **Total Reviews:** 1,329 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 9.5/10 (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) **Seller Details:** - **Seller:** [Insider One](https://www.g2.com/sellers/insider-one) - **Company Website:** https://useinsider.com - **Year Founded:** 2012 - **HQ Location:** Global - **Twitter:** @insiderone (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/insiderone/ (1,525 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Digital Marketing Specialist, Marketing Manager - **Top Industries:** Retail, Apparel & Fashion - **Company Size:** 46% Mid-Market, 28% Small-Business #### Pros & Cons **Pros:** - Ease of Use (222 reviews) - Customer Engagement (205 reviews) - Personalization (181 reviews) - Engagement (169 reviews) - Customer Support (162 reviews) **Cons:** - Learning Curve (81 reviews) - Difficult Learning (38 reviews) - Time-Consuming (37 reviews) - High Learning Curve (31 reviews) - Integration Issues (29 reviews) ### 4. [Braze](https://www.g2.com/products/braze/reviews) Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging.™ Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI™ allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences. Braze has repeatedly been recognized as a Leader in marketing technology by industry analysts, and was voted a G2 “Best of Marketing and Digital Advertising Software Product” in 2025. Braze was also named a 2025 Best Companies To Work For by U.S. News & World Report, a 2025 America’s Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. The company is headquartered in New York with 15 offices across the Americas, EMEA, and APAC. Learn more at braze.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,481 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.5/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Braze](https://www.g2.com/sellers/braze) - **Company Website:** https://www.braze.com - **Year Founded:** 2011 - **HQ Location:** New York - **Twitter:** @Braze (16,313 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/792882/ (2,296 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CRM Manager, Marketing Manager - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 55% Mid-Market, 25% Enterprise #### Pros & Cons **Pros:** - Ease of Use (364 reviews) - Intuitive (188 reviews) - Helpful (148 reviews) - Customer Support (142 reviews) - Features (138 reviews) **Cons:** - Missing Features (140 reviews) - Learning Curve (139 reviews) - Limitations (91 reviews) - Limited Features (81 reviews) - Steep Learning Curve (79 reviews) ### 5. [Klaviyo](https://www.g2.com/products/klaviyo/reviews) Klaviyo is the all-in-one platform that helps B2C businesses grow by integrating marketing, analytics, and customer service in one solution. Powered by unified data and built-in AI , Klaviyo empowers B2C businesses: - Orchestrate your email marketing, SMS marketing, RCS, push, WhatsApp, reviews, forms, and ads in one platform - Sync with 400+ tools to capture and unify behavior data - AI-optimized messages, segments, timing, and creative to scale conversions - Unlock analytics like RFM, funnel reporting, and catalog insights By capturing every click, purchase, and conversation into a unified profile, Klaviyo powers marketing automation that drives personalized, trigger-based journeys across every channel - no extra tools or complex setup required. Join more than 170,000 businesses using Klaviyo to create a true omnichannel experience for your customers. To learn more about Klaviyo or to request a demo, visit www.klaviyo.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,275 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Customization :** 8.5/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.7/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Klaviyo](https://www.g2.com/sellers/klaviyo) - **Company Website:** https://www.klaviyo.com/ - **Year Founded:** 2012 - **HQ Location:** Boston, Massachusetts - **Twitter:** @klaviyo (21,814 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2908815/ (2,837 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Retail, Marketing and Advertising - **Company Size:** 81% Small-Business, 16% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (160 reviews) - Email Marketing (123 reviews) - Easy Integration (81 reviews) - Integrations (81 reviews) - Automation (79 reviews) **Cons:** - Expensive (69 reviews) - Missing Features (56 reviews) - Learning Curve (55 reviews) - Poor Customer Support (40 reviews) - Limited Features (37 reviews) ### 6. [HighLevel](https://www.g2.com/products/highlevel/reviews) HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial! **Average Rating:** 4.6/5.0 **Total Reviews:** 599 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.0/10) - **Customization :** 8.6/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.5/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel) - **Company Website:** https://gohighlevel.com - **Year Founded:** 2018 - **HQ Location:** Dallas, Texas - **Twitter:** @gohighlevel (8,459 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/highlevel/ (2,132 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Consulting - **Company Size:** 62% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Features (156 reviews) - Helpful (140 reviews) - Customer Support (139 reviews) - Feature Richness (127 reviews) - Automation (124 reviews) **Cons:** - Learning Curve (141 reviews) - Missing Features (91 reviews) - Steep Learning Curve (90 reviews) - Not Intuitive (56 reviews) - Poor Customer Support (53 reviews) ### 7. [Attentive](https://www.g2.com/products/attentive/reviews) Attentive® is the AI marketing platform for leading brands, designed to optimize message performance through 1:1 SMS and email interactions. Infusing intelligence at every stage of the consumer's purchasing journey, Attentive empowers businesses to achieve hyper-personalized communication with their customers on a large scale. Leveraging AI-powered tools, a mobile-first approach, two-way conversations, and enterprise-grade technology, Attentive drives billions in online revenue for brands around the globe. Trusted by over 8,000 leading brands such as CB2, Urban Outfitters, GUESS, and Dickey’s Barbeque Pit, Attentive is the go-to solution for delivering powerful commerce experiences for consumers with the brands they love. To learn more about Attentive or to request a demo, visit www.attentive.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,374 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Customization :** 7.8/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.0/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.1/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Attentive](https://www.g2.com/sellers/attentive) - **Company Website:** https://attentive.com - **Year Founded:** 2016 - **HQ Location:** New York, New York, United States - **Twitter:** @attentivehq (9,672 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/27249903/ (1,507 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Marketing Director - **Top Industries:** Retail, Apparel & Fashion - **Company Size:** 55% Small-Business, 33% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (429 reviews) - Customer Support (348 reviews) - Helpful (311 reviews) - User-Friendly (185 reviews) - Easy Setup (169 reviews) **Cons:** - Expensive (106 reviews) - Missing Features (100 reviews) - Reporting Issues (99 reviews) - Limited Features (82 reviews) - Integration Issues (74 reviews) ### 8. [Omnisend](https://www.g2.com/products/omnisend/reviews) 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/ **Average Rating:** 4.6/5.0 **Total Reviews:** 1,134 **User Satisfaction Scores:** - **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:** 9.1/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Omnisend](https://www.g2.com/sellers/omnisend) - **Company Website:** https://www.omnisend.com/ - **Year Founded:** 2014 - **HQ Location:** Vilnius, Lithuania - **Twitter:** @omnisend (3,879 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2529056 (256 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Retail, Apparel & Fashion - **Company Size:** 87% Small-Business, 7% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (202 reviews) - Helpful (115 reviews) - Customer Support (109 reviews) - Email Marketing (108 reviews) - Automation (98 reviews) **Cons:** - Limited Features (60 reviews) - Missing Features (60 reviews) - Expensive (40 reviews) - Limited Customization (33 reviews) - Limited Templates (33 reviews) ### 9. [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) Mailchimp is a marketing automation platform trusted by 11 million+ users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while seamlessly fitting into their existing workflows. Our platform puts data-backed recommendations at the heart of your marketing so you can find and engage customers with multichannel campaigns. In 2021, Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, we’ve released 100+ new features to help our customers continue to grow. Find out why more than 11+ million businesses trust Intuit Mailchimp to help them turn insights into action and their emails into revenue. Visit Mailchimp.com to get started today. **Average Rating:** 4.4/5.0 **Total Reviews:** 5,178 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Intuit Mailchimp](https://www.g2.com/sellers/intuit-mailchimp) - **Company Website:** https://mailchimp.com - **Year Founded:** 2001 - **HQ Location:** Atlanta, GA - **Twitter:** @MailChimp (238,952 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/969871/ (1,591 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 20% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (250 reviews) - Email Marketing (199 reviews) - Email Management (131 reviews) - Features (125 reviews) - Easy Creation (119 reviews) **Cons:** - Expensive (81 reviews) - Limited Features (58 reviews) - Missing Features (55 reviews) - Learning Curve (46 reviews) - Limited Customization (40 reviews) ### 10. [Dotdigital](https://www.g2.com/products/dotdigital/reviews) Dotdigital is a global customer engagement, marketing automation, and data platform that helps you and your marketing teams create connected, personalized experiences across every channel. You can bring all your customer data together, understand your audience, and automate journeys that drive real results. What you can do with Dotdigital - Build and automate campaigns across email, SMS, web, WhatsApp, social, and more - Use AI to predict intent, personalize messages, and improve performance - Create a single customer view by connecting Shopify, Magento, your CRM, and more - Reach B2B, B2C, and non-profit audiences with journeys that adapt to your goals Why marketers choose Dotdigital - Easy to use for everyday marketers - Scales with your data, channels, and teams - Helps you deliver timely and relevant customer experiences - Proven to boost engagement, conversions, and loyalty A little more about Dotdigital: - We were founded in 1999 and are formerly known as Dotmailer - More than 4,000 brands worldwide use Dotdigital to grow customer relationships - We’re headquartered at London Bridge, UK - 450+ employees helping customers globally including the UK, US, Europe, and JAPAC - We’re proud to be the world’s first carbon-neutral marketing automation platform - We hold ISO14001, ISO 27701, and ISO27001 certifications Learn more at dotdigital.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,151 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.0/10) - **Customization :** 8.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.2/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Dotdigital](https://www.g2.com/sellers/dotdigital) - **Company Website:** https://www.dotdigital.com - **Year Founded:** 1999 - **HQ Location:** London Bridge, London - **Twitter:** @dotdigital (15,938 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/1131881 (467 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Marketing Executive - **Top Industries:** Retail, Marketing and Advertising - **Company Size:** 45% Mid-Market, 40% Small-Business #### Pros & Cons **Pros:** - Ease of Use (296 reviews) - Customer Support (245 reviews) - Helpful (220 reviews) - Email Marketing (166 reviews) - Features (151 reviews) **Cons:** - Missing Features (99 reviews) - Learning Curve (67 reviews) - Limited Features (65 reviews) - Limitations (54 reviews) - Email Issues (41 reviews) ### 11. [Customer.io](https://www.g2.com/products/customer-io/reviews) Customer.io is a leading customer engagement platform designed for tech-savvy organizations to create personalized customer journeys that engage, convert, and scale. Use first-party data to send meaningful messages across all channels, including email, in-app, push, SMS, and webhooks. Today, 7500+ brands trust their messaging needs with Customer.io, and G2 recently recognized us as a Best Software award winner in the Marketing and Digital Advertising Products category. Customer.io’s suite of products includes Journeys, a messaging automation tool, Data Pipelines, a customer data platform; and Parcel, a code editor designed for email. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2023 Inc. 5000 list. **Average Rating:** 4.4/5.0 **Total Reviews:** 724 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10) - **Customization :** 8.2/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Customer.io](https://www.g2.com/sellers/customer-io) - **Company Website:** https://customer.io/ - **Year Founded:** 2012 - **HQ Location:** Portland, OR - **Twitter:** @CustomerIO (4,905 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2492471/ (517 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Product Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 54% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (250 reviews) - Automation (158 reviews) - Features (145 reviews) - Helpful (140 reviews) - Customer Support (138 reviews) **Cons:** - Learning Curve (98 reviews) - Missing Features (83 reviews) - Limited Features (65 reviews) - Not Intuitive (53 reviews) - Campaign Issues (47 reviews) ### 12. [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) Marketo Engage is a comprehensive, AI-powered marketing automation platform that enables teams to scale personalized buyer engagement and drive predictable pipeline and revenue growth. It helps attract the right buyers, nurture them across channels and journeys, align sales and marketing efforts, and deliver insights that maximize marketing’s impact on revenue. As a centralized hub for cross-channel campaign orchestration and execution, Adobe Marketo Engage supports businesses of all sizes—helping them acquire, nurture, expand, and retain customers along complex buying journeys. By integrating with sales tools, it streamlines marketing automation, campaign management, and lead nurturing. Whether you’re a fast-growing small business or a global enterprise, Marketo Engage empowers marketing teams to launch more campaigns, generate more sales-ready leads, and boost sales performance. Backed by proven technology, comprehensive services, and expert guidance, Marketo Engage helps thousands of companies worldwide transform marketing from a cost center into a revenue driver. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,997 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.0/10) - **Customization :** 7.7/10 (Category avg: 8.4/10) - **Performance and Reliability:** 7.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.0/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Adobe](https://www.g2.com/sellers/adobe) - **Company Website:** https://adobe.com - **Year Founded:** 1982 - **HQ Location:** San Jose, CA - **Twitter:** @Adobe (955,605 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1480/ (41,539 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Marketing Operations Manager - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 54% Mid-Market, 25% Enterprise #### Pros & Cons **Pros:** - Ease of Use (193 reviews) - Automation (185 reviews) - Features (143 reviews) - Integrations (131 reviews) - Marketing Automation (120 reviews) **Cons:** - Learning Curve (176 reviews) - Steep Learning Curve (135 reviews) - Not Intuitive (109 reviews) - Complexity (100 reviews) - Expensive (87 reviews) ### 13. [Comarch Marketing Automation](https://www.g2.com/products/comarch-marketing-automation/reviews) Stop guessing and use our AI-powered marketing automation tools to find out how to provide each of your customers with the right type of content at the right time and place. Let our platform analyze the zero and first-party data you collect and then help you create offers, promotions, product recommendations, loyalty rewards and marketing materials that your customers can relate to. **Average Rating:** 4.5/5.0 **Total Reviews:** 14 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 9.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.2/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Comarch](https://www.g2.com/sellers/comarch-7cd655c1-8046-4480-a0b9-ec69b863dda9) - **Year Founded:** 1993 - **HQ Location:** Kraków, PL - **Twitter:** @ComarchGroup (1,180 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/comarch/ (5,225 employees on LinkedIn®) - **Ownership:** WSE: CMR **Reviewer Demographics:** - **Company Size:** 50% Small-Business, 36% Mid-Market #### Pros & Cons **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Automation Features (1 reviews) - Easy Integration (1 reviews) - Helpful (1 reviews) **Cons:** - Expensive (1 reviews) ### 14. [Netcore Customer Engagement Platform](https://www.g2.com/products/netcore-customer-engagement-platform/reviews) With over 25+ years of experience and a global presence across Asia, Europe, and the USA, Netcore is an AI-powered platform designed to transform customer experience and personalization in the world of digital marketing. Its comprehensive suite of tools cater to various aspects of digital marketing, including omni-channel communication strategies, a customer data platform, personalization, and generative AI tools. This platform is tailored for marketers looking to elevate their brand’s presence, foster deeper customer relationships, and drive substantial growth through personalized customer journeys. With its robust analytics, Netcore helps brands understand their audience better, enabling targeted marketing campaigns that resonate with customers on a personal level. The platform’s AI and machine learning capabilities ensure that each customer interaction is optimized for engagement and conversion, making every touchpoint an opportunity to impress and retain. Serving over 6,500 brands across 40 countries, Netcore has proven its effectiveness in enhancing customer satisfaction and loyalty, ultimately contributing to increased revenue and market share for businesses. Whether you’re looking to refine your email marketing strategy, personalize your web experience, or engage customers across multiple channels seamlessly, Netcore offers the technology and expertise to achieve your goals. Don’t miss out on the opportunity to redefine your digital marketing strategy with Netcore. Learn more at https://netcorecloud.com/ **Average Rating:** 4.5/5.0 **Total Reviews:** 554 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10) - **Customization :** 8.5/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.5/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Netcore Private Limited](https://www.g2.com/sellers/netcore-private-limited) - **Company Website:** https://netcorecloud.com/ - **Year Founded:** 1998 - **HQ Location:** Mumbai, Maharashtra - **Twitter:** @netcore_cloud (1,831 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/netcore-solutions/ (1,267 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Digital Marketing Manager - **Top Industries:** Financial Services, Insurance - **Company Size:** 49% Mid-Market, 34% Enterprise #### Pros & Cons **Pros:** - Ease of Use (166 reviews) - Customer Support (120 reviews) - Helpful (119 reviews) - Features (116 reviews) - Customer Engagement (114 reviews) **Cons:** - Missing Features (49 reviews) - Slow Performance (43 reviews) - Slow Loading (39 reviews) - Learning Curve (38 reviews) - Limited Features (32 reviews) ### 15. [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle. **Average Rating:** 4.7/5.0 **Total Reviews:** 642 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.0/10) - **Customization :** 8.3/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.9/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [EngageBay Inc](https://www.g2.com/sellers/engagebay-inc) - **Company Website:** https://www.engagebay.com/ - **Year Founded:** 2018 - **HQ Location:** Wilmington, Delaware - **Twitter:** @engagebay (16,895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13655085/ (55 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Founder - **Top Industries:** Information Technology and Services, Staffing and Recruiting - **Company Size:** 70% Small-Business, 31% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (244 reviews) - Automation (170 reviews) - Customer Support (167 reviews) - Features (167 reviews) - Automations (141 reviews) **Cons:** - Missing Features (108 reviews) - Limited Features (85 reviews) - Reporting Issues (74 reviews) - Limited Customization (69 reviews) - Poor Reporting (64 reviews) ### 16. [GetResponse](https://www.g2.com/products/getresponse/reviews) GetResponse is a lifecycle automation platform for businesses that want to drive more consistent, repeatable revenue across the entire customer journey. We help you move customers from first touch to first purchase, repeat purchase, and reactivation - using email, SMS, push notifications, and lifecycle automation across every stage of the customer journey With built-in deliverability, behavioral triggers, and deep integrations, you can launch faster, reduce manual work, and turn your lifecycle into a predictable revenue system. No disconnected tools. No campaign chaos. Just one system designed to move customers forward. **Average Rating:** 4.3/5.0 **Total Reviews:** 1,094 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.0/10) - **Customization :** 8.1/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.4/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [GetResponse](https://www.g2.com/sellers/getresponse) - **Company Website:** https://www.getresponse.com/ - **Year Founded:** 1998 - **HQ Location:** Poland - **Twitter:** @getresponse (54,336 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1063383/ (432 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 78% Small-Business, 16% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (59 reviews) - Customer Support (58 reviews) - Helpful (39 reviews) - Features (34 reviews) - Email Marketing (32 reviews) **Cons:** - Learning Curve (20 reviews) - Expensive (16 reviews) - Missing Features (16 reviews) - Limited Features (14 reviews) - Pricing Issues (13 reviews) ### 17. [Iterable](https://www.g2.com/products/iterable/reviews) Iterable is the AI customer engagement platform built for enterprise scale, loved by teams, and trusted by global brands like Priceline, Fabletics, Blockchain, and Box. It transforms data into action, powering intelligent, personalized experiences across every channel to drive measurable growth. Iterable gives teams the speed to move, the governance to stay in control, and the flexibility to continuously optimize performance at scale. With Iterable, customer engagement isn’t just a tactic—it’s a growth engine. Learn more at www.iterable.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 774 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (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) **Seller Details:** - **Seller:** [Iterable](https://www.g2.com/sellers/iterable) - **Company Website:** https://www.iterable.com - **Year Founded:** 2013 - **HQ Location:** San Francisco, CA - **Twitter:** @Iterable (2,597 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3119164/ (849 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Email Marketing Manager, Lifecycle Marketing Manager - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness - **Company Size:** 54% Mid-Market, 27% Small-Business #### Pros & Cons **Pros:** - Ease of Use (185 reviews) - Customer Support (120 reviews) - Intuitive (110 reviews) - Helpful (104 reviews) - Automation (78 reviews) **Cons:** - Missing Features (92 reviews) - Learning Curve (79 reviews) - Limited Features (47 reviews) - Reporting Issues (45 reviews) - Limitations (44 reviews) ### 18. [Evam](https://www.g2.com/products/evam/reviews) Evam is a leading technology company that provides comprehensive solutions and products for real-time, cross-channel customer experiences. Our cutting-edge continuous intelligence technology leverages real-time data analysis to deliver unparalleled customer engagement. Evam empowers banks, telecommunications companies, and others to handle billions of interactions with AI algorithms, orchestrate customer journeys, and engage with customers across all channels, digital and legacy, in real-time. Our goal is to help our clients increase customer loyalty, maximize ROI and efficiency, and save time and money. Enterprises have the shortest time-to-market thanks to Evam’s low-code- development, scalable and modular platform leveraged by an experienced & high-quality management team with telco and banking domain know-how. With dozens of Forrester and Gartner research reports recognizing our excellence in customer engagement and event stream processing, our technology is trusted by industry giants like Vodafone, T-Mobile, Jazz, Turkcell, ICBC, TEB/BNP Paribas, ING Bank and Garanti BBVA. Headquartered in London and with offices in Amsterdam, Sofia and Istanbul, Evam delivers its products and services directly and through over 20 global partners. Our solutions are currently utilized by more than 600 million end-users, processing 20 billion events in over 15 countries every day. **Average Rating:** 4.8/5.0 **Total Reviews:** 208 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10) - **Customization :** 9.7/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.6/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [EVAM](https://www.g2.com/sellers/evam) - **Company Website:** https://evam.com/ - **Year Founded:** 2015 - **HQ Location:** London - **LinkedIn® Page:** https://www.linkedin.com/company/evamtech (138 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Banking, Telecommunications - **Company Size:** 36% Enterprise, 34% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (102 reviews) - Helpful (75 reviews) - Intuitive (66 reviews) - Automation (60 reviews) - Flexibility (56 reviews) **Cons:** - Learning Curve (40 reviews) - Difficult Learning (18 reviews) - Steep Learning Curve (18 reviews) - Complex Features (15 reviews) - Not Intuitive (15 reviews) ### 19. [ContactPigeon](https://www.g2.com/products/contactpigeon/reviews) ContactPigeon empowers retailers to build interactions that resonate deeply with their customers. By unifying real-time customer data with advanced AI and automation engines, we enable businesses to scale their engagements across channels effectively while cultivating enduring customer loyalty through every step of the customer journey. The platform is built around two core components. The Omnichannel Customer Engagement solution enables retailers to manage and execute marketing campaigns across multiple built-in messaging channels, ensuring consistency and relevance in every customer interaction. Our powerful Customer Data Platform (CDP) collects, analyzes, and uses customer data to create automated, personalized experiences at scale. Together, these components provide a comprehensive solution for retailers looking to build meaningful, lasting relationships with their audience. The ContactPigeon suite offers a robust set of features, including: • Automated customer journey orchestration that ensures a cohesive and seamless experience across all touchpoints and channels • Built-in messaging channels and campaign manager that covers email, mobile (sms / WhatsApp / Viber), push notifications, pop-ups, forms, chatbot, and direct mails • BI tools for real-time analytics and customizable dashboards for deep insights into customer behavior and campaign performance • AI-driven product recommendations and RFM analysis to enhance the shopping experience and predict the at-risk customers • Advanced customer segmentation and clustering capabilities to segment your audience effectively, enabling targeted marketing that resonates with specific groups **Average Rating:** 4.9/5.0 **Total Reviews:** 277 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.0/10) - **Customization :** 9.8/10 (Category avg: 8.4/10) - **Performance and Reliability:** 9.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 9.7/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [ContactPigeon](https://www.g2.com/sellers/contactpigeon) - **Company Website:** https://www.contactpigeon.com - **Year Founded:** 2014 - **HQ Location:** Athens, Greece - **Twitter:** @ContactPigeon (458 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10507750/ (32 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, Marketing Director - **Top Industries:** Apparel & Fashion, Retail - **Company Size:** 62% Small-Business, 33% Mid-Market #### Pros & Cons **Pros:** - Automation Efficiency (69 reviews) - Automation (65 reviews) - Customer Engagement (49 reviews) - Email Marketing (42 reviews) - Features Variety (42 reviews) **Cons:** - Learning Curve (18 reviews) - Slow Performance (16 reviews) - Slow Loading (14 reviews) - High Complexity (10 reviews) - Difficulty (9 reviews) ### 20. [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) Bloomreach is the agentic platform for personalization. Powering autonomous search, conversational shopping, and autonomous marketing, Bloomreach personalizes the entire customer experience. From retail to financial services, hospitality to gaming, businesses create experiences that drive higher growth and lasting loyalty. Bloomreach drives personalization for 1,400+ brands around the world, including American Eagle, Sonepar, and Pandora. The target audience for Bloomreach encompasses commerce businesses of all sizes that are looking to optimize customer interactions and drive sales growth. Its suite of products is particularly beneficial for marketers, content creators, and ecommerce managers who aim to improve customer engagement and conversion rates. Bloomreach is well-suited for brands operating across multiple channels, as it provides a cohesive strategy to connect with customers effectively. Use cases include personalized marketing campaigns, enhanced product discovery, streamlined content management, and AI-driven customer service, making it a versatile tool for various business needs. Key features of Bloomreach include its Engagement platform, which offers robust marketing automation capabilities that enable businesses to deliver personalized messages and offers based on customer behavior. The Discovery solution enhances the search experience on ecommerce sites, ensuring that customers can easily find products that match their interests. Additionally, the Content product functions as a headless content management system (CMS), allowing for flexible content delivery across various platforms. The Clarity tool, an AI-powered conversational shopping assistant, further enriches the customer experience by facilitating real-time interactions and support. The integration of Loomi, Bloomreach's AI for ecommerce, significantly amplifies the platform's capabilities by enabling rapid data processing and analysis. This results in new pathways for customers to engage with products, ultimately leading to increased profitability and accelerated business growth. Bloomreach is designed to simplify complex tasks, offering advanced customer journeys, social ad retargeting, omnichannel support, and AI-powered optimization. This comprehensive feature set provides a holistic view of the customer, optimizing experiences across all channels. The platform is also cost-effective and faster to deploy compared to competitors, reducing reliance on third-party solutions and lowering the total cost of ownership. With high ratings in customer reviews, Bloomreach is recognized for the quality of its user guides, support, and overall reliability, making it a valuable asset for businesses seeking to enhance their ecommerce strategies. **Average Rating:** 4.6/5.0 **Total Reviews:** 744 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10) - **Customization :** 8.6/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Bloomreach](https://www.g2.com/sellers/bloomreach) - **Company Website:** https://www.bloomreach.com - **Year Founded:** 2009 - **HQ Location:** Mountain View, CA - **Twitter:** @bloomreach_tm (10,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bloomreach/ (1,124 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CRM Manager, Marketing Manager - **Top Industries:** Retail, Marketing and Advertising - **Company Size:** 49% Mid-Market, 28% Small-Business #### Pros & Cons **Pros:** - Ease of Use (116 reviews) - Features (106 reviews) - Helpful (94 reviews) - Customer Support (90 reviews) - Customer Engagement (79 reviews) **Cons:** - Learning Curve (91 reviews) - Learning Difficulty (61 reviews) - Missing Features (59 reviews) - Limited Features (54 reviews) - Difficult Learning (51 reviews) ### 21. [WebEngage](https://www.g2.com/products/webengage/reviews) WebEngage is a full-stack Retention OS that simplifies customer engagement for 800+ brands across the globe. The platform enables businesses to build personalized and meaningful relationships with their users across various digital channels. With its comprehensive suite of tools and solutions, WebEngage empowers businesses to understand, engage, and retain customers effectively. - UNIFY CUSTOMER DATA: WebEngage enables businesses to consolidate customer data from various sources, providing real-time insights and allowing dynamic micro-segmentation for targeted campaigns based on specific customer attributes and behaviors. - MULTI-CHANNEL JOURNEYS: With WebEngage's intuitive drag-and-drop workflow builder, businesses can seamlessly design and automate multi-channel customer journeys, ensuring consistent and personalized experiences across channels such as email, SMS, push notifications, and more. - TARGETED CAMPAIGNS: WebEngage empowers businesses to automate personalized campaigns triggered by customer actions and predefined business events. This ensures timely and relevant communication to enhance customer engagement and conversion rates. - AI-DRIVEN PREDICTIVE MODELS: WebEngage Analytics dashboard empowers all metrics required to segment, engage and retain priority customers, churn to convert windows and ROI optimization,This allows businesses to focus their interventions and campaigns for maximum impact and better ROI. - 1:1 PERSONALIZATION: WebEngage enables businesses to deliver personalized experiences at scale. By incorporating user intent, preferences, and other relevant data, businesses can tailor their communications to each individual customer, fostering omni-channel customer engagement. What's more? WebEngage’s platform is quick and easy to integrate. Compatible with range of ESP and MSP, all it takes is a few hours from the tech team. Presence across the globe: With headquarters in India, WebEngage has expanded its operations globally with offices and presence in the Middle East & Africa region, Southeast Asia, and South America. **Average Rating:** 4.5/5.0 **Total Reviews:** 733 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.0/10) - **Customization :** 8.5/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.6/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.6/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [WebEngage](https://www.g2.com/sellers/webengage) - **Company Website:** https://webengage.com - **Year Founded:** 2011 - **HQ Location:** Mumbai - **Twitter:** @webengage (5,068 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2663547/ (373 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Product Manager, Marketing Manager - **Top Industries:** Financial Services, Education Management - **Company Size:** 55% Mid-Market, 27% Small-Business #### Pros & Cons **Pros:** - Ease of Use (101 reviews) - Helpful (71 reviews) - Journey Creation (69 reviews) - Analytics (65 reviews) - Customer Support (65 reviews) **Cons:** - Learning Curve (33 reviews) - Slow Performance (30 reviews) - Missing Features (29 reviews) - Poor Customer Support (24 reviews) - Time-Consuming (24 reviews) ### 22. [Birdeye](https://www.g2.com/products/birdeye/reviews) Birdeye is the #1 agentic marketing platform for multi-location brands, trusted by the biggest multi-location brands globally including H&R Block, Aspen Dental, and Caesars Entertainment. One Platform Replace your fragmented stack with a single enterprise platform that manages reviews, listings, social, AI visibility, surveys and more across locations. Unified Data Aggregate signals from reviews, social, messaging, surveys, listings and third party integrations such as CRM into a single customer profile per location - powering personalized campaigns and smarter AI execution AI Agents That Execute Configure AI agents with your brand voice, custom triggers, and location-level rules. They respond to reviews, publish social posts, engage leads via chat, and surface actionable insights — automatically, at scale. Built for Multi-Location Complexity Designed from the ground up for multi-location brands. Features like role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. Enterprise-Ready: SSO, audit logging, HIPAA, SOC 2, GDPR compliance. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,879 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Customization :** 10.0/10 (Category avg: 8.4/10) - **Performance and Reliability:** 7.5/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Birdeye](https://www.g2.com/sellers/birdeye) - **Company Website:** https://www.birdeye.com - **Year Founded:** 2012 - **HQ Location:** Palo Alto, CA - **Twitter:** @BirdEye_ (5,230 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2837064/ (1,430 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, Marketing Manager - **Top Industries:** Hospital & Health Care, Real Estate - **Company Size:** 48% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (1070 reviews) - Helpful (1068 reviews) - Review Management (884 reviews) - Customer Support (748 reviews) - Features (607 reviews) **Cons:** - Missing Features (248 reviews) - Improvement Needed (173 reviews) - Review Management (169 reviews) - Limited Features (150 reviews) - Learning Curve (143 reviews) ### 23. [CleverTap](https://www.g2.com/products/clevertap/reviews) CleverTap is the all-in-one engagement platform that helps brands unlock limitless customer lifetime value by helping them create personalized experiences to retain their most valuable customers. The platform empowers businesses to orchestrate experiences for individuals across their lifecycles and design personalized journeys that span a lifetime. It offers analytics that encompasses every aspect of the lifecycle, enabling businesses to measure and optimize each experience in real time. Its unique AI capability is insightful, empathetic, and prescriptive, facilitating smarter and faster decisions. The all-in-one platform unifies experiences from every touchpoint, paving the way for a new era of customer engagement. The platform is powered by TesseractDB™ – the world’s first purpose-built database for customer engagement, offering both speed and economies of scale. CleverTap is trusted by 2000 customers, including TiltingPoint, Gamebasics, Big Fish, MobilityWare, English Premier League, TD Bank, Carousell, AirAsia, Papa John’s, and Tesco. Backed by leading investors such as Peak XV Partners, Tiger Global, Accel, CDPQ and 360 One, the company is headquartered in Mountain View, California, with presence in San Francisco, New York, São Paulo, Bogota, London, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Singapore, and Jakarta. For more information, visit clevertap.com or follow us on: LinkedIn: https://www.linkedin.com/company/clevertap/ Twitter: https://twitter.com/CleverTap **Average Rating:** 4.6/5.0 **Total Reviews:** 619 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.0/10) - **Customization :** 8.7/10 (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) **Seller Details:** - **Seller:** [CleverTap](https://www.g2.com/sellers/clevertap) - **Company Website:** https://clevertap.com/ - **Year Founded:** 2013 - **HQ Location:** Mountain View, California - **Twitter:** @CleverTap (21,654 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6611801/ (667 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Product Manager, Marketing Manager - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 53% Mid-Market, 29% Small-Business #### Pros & Cons **Pros:** - Analytics (57 reviews) - Customer Support (56 reviews) - Ease of Use (50 reviews) - Automation (43 reviews) - Campaign Management (40 reviews) **Cons:** - Learning Curve (31 reviews) - Missing Features (22 reviews) - Expensive (15 reviews) - Not Intuitive (15 reviews) - Limitations (14 reviews) ### 24. [MoEngage](https://www.g2.com/products/moengage/reviews) MoEngage is an insights-led customer engagement platform trusted by 1,350+ global consumer brands, including Edelweiss, Samsung, McAfee, Flipkart, Domino’s, Nestle, Deutsche Telekom, OYO, and more. Enterprises use MoEngage to be more agile, efficient, and independent. They achieve this by increasing campaign velocity, reducing the time to go live, optimizing at scale, and eliminating redundancy while maintaining data security and privacy. \> Data Ingestion and Management: MoEngage combines data from multiple offline and online sources to help brands gain a 360-degree view of their customers. \> Customer, Journey, and Campaign Insights: MoEngage Analytics provides marketers and product owners with real-time insights into customer behavior, journey, product usage, preferences, and interests. \> Segmentation and Personalization: Brands can leverage MoEngage’s Real-time Segmentation and Personalization suite to orchestrate journeys and build 1:1 experiences across the website, mobile, email, social, and instant messaging channels. \> Transactional Messaging/Critical Alert Infrastructure: MoEngage Inform, the transactional messaging infrastructure, helps brands unify their promotional and transactional communication on a single platform, enabling better insights and lower maintenance costs. \> Proprietary AI Agents and Machine Learning: MoEngage’s AI Agents help marketers develop winning copies and creatives, build customer segments, craft relevant journeys, optimize campaigns and channels that boost engagement, and reduce campaign go-live times. MoEngage complies with GDPR, CCPA, SOC2 Type 2, CSA STAR Level 2, ISO 27001:2022, HIPAA, PIMS ISO 27701: 2019, and the BCMS ISO 22301: 2019 requirements to fulfill the data privacy and security needs of enterprise brands. For over a decade, leading consumer brands in 60+ countries have been using MoEngage to reach enterprise goals that are most important to their global business without compromising quality or speed of execution. Our ever-expanding partner ecosystem helps enterprise brands build a lean, flexible, and reliable martech stack. With offices in 13 countries, MoEngage is backed by Goldman Sachs Asset Management, B Capital, Steadview Capital, Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures. **Average Rating:** 4.5/5.0 **Total Reviews:** 509 **User Satisfaction Scores:** - **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:** 8.9/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.5/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [MoEngage](https://www.g2.com/sellers/moengage) - **Company Website:** https://www.moengage.com/ - **Year Founded:** 2014 - **HQ Location:** San Francisco, California - **Twitter:** @moengage (2,534 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4800048/ (889 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Product Manager, Digital Marketing Manager - **Top Industries:** Financial Services, Online Media - **Company Size:** 56% Mid-Market, 24% Small-Business #### Pros & Cons **Pros:** - Ease of Use (54 reviews) - Features (38 reviews) - Analytics (32 reviews) - Helpful (32 reviews) - Campaign Management (30 reviews) **Cons:** - Missing Features (16 reviews) - Learning Curve (14 reviews) - Limitations (12 reviews) - Complexity (10 reviews) - Difficult Learning (9 reviews) ### 25. [Appier AIQUA](https://www.g2.com/products/appier-aiqua/reviews) AIQUA is a user engagement platform that helps you leverage AI to proactively engage end users in the most effective way across all marketing channels. 1) Omnichannel Engagement: Reach your customers through a comprehensive range of communication channels all managed from one platform. An easy-to-use interface enables you to customize your user experience on both their app and website across each of the user’s devices. Your customer communications can be further optimized to target additional channels, including push notifications, email, SMS, and messenger programs. 2) AI-based Recommendation: Achieve hyper-personalization and deliver 1:1 recommendations with Appier’s deep content-based NLP and user-based AI solutions. Optimize not only performance (CTR, CVR), but also user experience (product coverage, diversity, novelty, etc.). You can set different goals by implementing hybrid strategies to adapt to the fast-changing world. 3) Customer Journey Automation: Engage your customers with real-time notifications triggered by their behavior along their user journey. Simply drag-and-drop to easily bridge gaps among key actions for conversion, and to orchestrate multiple channels and campaigns with AIQUA’s unique AI-driven Journey Map feature. 4) A/B and Multivariate Testing: Measure true performance uplifts and ROI by flexibly experimenting with multiple variants to identify the best creative or factor. Set up a control group to see whether your marketing campaigns are effective and check which variant performs the best with visualized analytics. 5) Custom Algorithms and Scenarios: Combine your industry know-how with our AI capabilities. On top of our standard platform, Appier provides custom services to design algorithms and scenarios that cater to your business goals. Import customized factors, algorithms and campaigns to the platform and see how they perform with our analytics. 6) Audience Segmentation: Define your target audience easily with various user conditions, including user behavior, CRM, external interests, etc. Import predictive segments from AIXON to make forward-looking decisions, such as predicting users who are likely to purchase or churn in the future. 7) Rich Creatives: Explore a wide range of creative formats for you to use across channels. Experiment with carousels, videos, GIFs and more to deliver personalized images and text with dynamic creatives based on conditions that cater to your marketing scenarios. **Average Rating:** 4.6/5.0 **Total Reviews:** 22 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Customization :** 8.9/10 (Category avg: 8.4/10) - **Performance and Reliability:** 8.8/10 (Category avg: 8.7/10) - **Workflow Capability:** 8.8/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Appier](https://www.g2.com/sellers/appier) - **Year Founded:** 2012 - **HQ Location:** Taipei, Taiwan - **Twitter:** @GoAppier (1,229 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/appier/ (864 employees on LinkedIn®) - **Ownership:** TYO: 4180 **Reviewer Demographics:** - **Top Industries:** Retail - **Company Size:** 59% Mid-Market, 36% Small-Business #### Pros & Cons **Pros:** - Ease of Use (1 reviews) - Interface Design (1 reviews) - User-Friendly Interface (1 reviews) - User Interface (1 reviews) ## Parent Category [Marketing Software](https://www.g2.com/categories/marketing) ## Related Categories - [Marketing Analytics Software](https://www.g2.com/categories/marketing-analytics) - [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) - [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) --- ## Buyer Guide ### 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.