# Best Marketing Automation Software - Page 16

  *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&#39;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





## Category Overview

**Total Products under this Category:** 474


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 90,600+ Authentic Reviews
- 474+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## 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)


---

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[Book a Demo](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=36&amp;secure%5Bdisplayable_resource_id%5D=1414&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=neighbor_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=624&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=4941&amp;secure%5Bresource_id%5D=36&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmarketing-automation&amp;secure%5Btoken%5D=a5504ddbf424a3d1df9ee0eab4f03e039a5066afe7ed29b3536d1ac7f1202e3d&amp;secure%5Burl%5D=https%3A%2F%2Fwww.contentful.com%2Fproducts%2Fpersonalization%2F%3Fnt_experiences%3D9BZdShPA4TYFUwHsEmNZi%3D0%26utm_source%3Dg2%26utm_medium%3Dpaid%26utm_campaign%3Dfy27-q1-global-inbound_competitor&amp;secure%5Burl_type%5D=book_demo)

---

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Q:chi ) Harmoni](https://www.g2.com/products/q-chi-harmoni/reviews)
  Q:chi ) Harmoni is enterprise marketing operations software that unifies campaign planning, financial management, and work execution into a single platform. It eliminates silos between planning, spend, and performance, giving organizations real-time visibility and control. With Q:chi ) Harmoni, marketing and finance teams can align strategy with execution, adapt quickly, and drive better business outcomes. Who uses Q:chi ) Harmoni? Q:chi ) Harmoni is built for organizations where marketing performance needs to be tied closely to financial accountability. While marketing teams use it to plan and execute campaigns, CFOs, finance directors, and procurement teams rely on it for budget oversight, financial control, and visibility into committed and actual spend. It helps align investment decisions with measurable results without slowing down execution. What problems does Q:chi ) Harmoni solve? Q:chi ) Harmoni solves the disconnect between marketing planning and financial control. It replaces manual, spreadsheet-based processes with a connected, real-time system. Finance leaders gain clarity on where money is going, while marketing teams gain the flexibility to shift tactics as needed. This helps prevent overspend, improves forecasting accuracy, and ensures every dollar supports strategic goals. What are the main features of Q:chi ) Harmoni? Q:chi ) Harmoni enables dynamic planning and spend management with financial structures built directly into marketing workflows. Teams can build costed plans linked to strategic objectives, track budget commitments, and adjust budgets in real time. Finance workflows like approvals and reconciliation are automated and fully auditable. With integrations to ERP and CRM platforms, Q:chi ) Harmoni creates a single source of truth across finance and marketing. Built-in work management tools ensure teams stay on track and accountable at every stage of execution.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Q:chi](https://www.g2.com/sellers/q-chi)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (1 reviews)
- Helpful (1 reviews)


  ### 2. [Qnvert Marketing Cloud](https://www.g2.com/products/qnvert-marketing-cloud/reviews)
  Qnvert is a Full Stack Customer Experience &amp; Engagement Platform. It has an integrated Marketing, Sales &amp; Service Cloud that helps you streamline processes &amp; be more efficient by making every department work together seamlessly. Its CDP (Customer Data Platform) combines data from various touch points (offline &amp; Online) and creates a unified customer profile, to have more smarter, strategic, targeted &amp; personalised campaigns. You’ll be able to analyse &amp; take insights from the reports helping you make better decisions which saves money &amp; make your strategies more effective.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Customization :** 8.3/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Qnvert](https://www.g2.com/sellers/qnvert)
- **Year Founded:** 2019
- **HQ Location:** Gurgaon, IN
- **LinkedIn® Page:** https://in.linkedin.com/company/qnvert-marktech (4 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 3. [Related Digital Customer Journey Manager](https://www.g2.com/products/related-digital-customer-journey-manager/reviews)
  Create and launch highly targeted and complex customer journeys across all your marketing channels to increase customer lifetime value, revenue and retention while saving time and effort.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Related Digital](https://www.g2.com/sellers/related-digital)
- **Year Founded:** 2002
- **HQ Location:** Istanbul, TR
- **Twitter:** @RelatedDigital (261 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/related-digital/ (90 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 4. [Repro](https://www.g2.com/products/repro/reviews)
  Repro is a Customer Engagement Platform in Tokyo, Japan, on a mission to maximize communication between companies and their customers. Repro enables companies to create lasting customer relationships by sending the right content to the right person at the right time. This personalized communication is achieved through the platform&#39;s easy-to-use features, which include automated data tracking, AI analytics &amp; segmentation, and cross-channel messaging.


  **Average Rating:** 3.3/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Yusuke Hirata](https://www.g2.com/sellers/yusuke-hirata)
- **Year Founded:** 2014
- **HQ Location:** Tokyo, JP
- **Twitter:** @reproio (1,646 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/repro-inc-/ (95 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 33% Enterprise, 33% Mid-Market


  ### 5. [ResultBull](https://www.g2.com/products/resultbull/reviews)
  ResultBull is a powerful, AI-driven Performance Marketing Platform purpose-built to help brands, enterprises, governments, and campaign managers execute full-funnel digital marketing with speed, scale, and measurable results. From customer acquisition to retention and revenue growth, ResultBull is your single Go-To-Market tool — replacing fragmented stacks with a unified platform that brings together multi-channel automation, real-time optimization, and intelligent campaign management. Whether you&#39;re starting a brand, growing your sales, or managing big campaigns, ResultBull gives you all the tools to go from idea to results — faster. One Platform. Every Outcome. Managing your marketing with too many tools? There’s a better way. ResultBull is the only platform you need to: Plan your Go-To-Market strategy Launch high-performing, cross-channel campaigns Track real-time performance Continuously optimize results through data and experimentation It’s your Go-To-Market game plan — all in one place. Engineered for Conversions, Not Just Clicks Most platforms focus on traffic. ResultBull is focused on what matters most — actions that drive revenue. Our platform is architected for Bottom-Of-Funnel performance, optimized through: Cart recovery Lead nurturing Retargeting Reactivation campaigns WhatsApp replies, form fills, purchases, and more We track the entire customer journey and use real-time data to continuously refine every touchpoint. Built with Advanced AI, Algorithms &amp; Data Science ResultBull foundation is powered by a sophisticated engine of: Predictive analytics for smart targeting Machine learning models for campaign evolution Experimental algorithms for near-perfect optimization at field level Real-time feedback loops to adapt and improve on the fly With AI at the core, every message, channel, and decision is tuned for maximum impact. Multi-Channel Marketing, Unified &amp; Automated All your performance channels — under one roof: Email Marketing WhatsApp Campaigns SMS &amp; Retargeting Ads Social &amp; Search Media Custom Funnel Automations Flexible Architecture, Enterprise-Ready From startups to state campaigns, ResultBull is built for any scale: Early-stage brands building their first campaign SMEs scaling acquisition and retention Enterprises, governments, and election managers running complex, multi-region initiatives


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Ommify Technolgies](https://www.g2.com/sellers/ommify-technolgies)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


#### Pros & Cons

**Pros:**

- Automation Efficiency (1 reviews)
- Ease of Use (1 reviews)
- Engagement Efficiency (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Not Intuitive (1 reviews)

  ### 6. [SAAS First](https://www.g2.com/products/saas-first/reviews)
  SAAS First is an AI-driven chatbot platform designed to revolutionize customer support and engagement. Our AI-driven chatbot, Milly, is powered by advanced natural language processing technology that allows it to understand and respond to customer inquiries in real-time, 24/7. With seamless integration into your existing help center and easy customization, SAAS First ensures a consistent brand experience while reducing response times and improving customer satisfaction.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 3


**Seller Details:**

- **Seller:** [GBD Software as a Service Private Limited Company](https://www.g2.com/sellers/gbd-software-as-a-service-private-limited-company)
- **Year Founded:** 2016
- **HQ Location:** Lakitelek, HU
- **LinkedIn® Page:** https://www.linkedin.com/company/millionverifier/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


  ### 7. [SalesAutoPilot](https://www.g2.com/products/salesautopilot/reviews)
  SalesAutoPilot is a automation software that changes the way you market and do business. It helps you automate and scale awesomeness in your company and ditch all grunt work.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [SalesAutoPilot](https://www.g2.com/sellers/salesautopilot)
- **Year Founded:** 2001
- **HQ Location:** Budapest, HU
- **LinkedIn® Page:** https://www.linkedin.com/company/marketingszoftverek/ (19 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 8. [SendCloud](https://www.g2.com/products/sendcloud-2022-09-29/reviews)
  SendCloud is a SaaS platform developed and operated by Wuhan Shanda Technology Co., Ltd. to provide customers with email and SMS sending services. Since its launch in 2013, the platform has provided tens of thousands of enterprise customers with stable, efficient and secure email and SMS sending services and accurate and timely sending data reports.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Sendcloud](https://www.g2.com/sellers/sendcloud-74b80b9b-6fed-4dad-b022-3f6c0540272d)
- **Year Founded:** 2014
- **HQ Location:** 武汉, CN
- **LinkedIn® Page:** https://www.linkedin.com/company/aurorasendcloud/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 9. [SendWILL](https://www.g2.com/products/sendwill/reviews)
  SendWILL is an email marketing and conversion tool designed to help ecommerce brands grow their audience, recover lost sales, and increase revenue on autopilot. With SendWILL, ecommerce brands can capture high-intent visitors using popups, exit-intent forms, and gamified spin-the-wheel experiences. The product includes a powerful drag-and-drop email builder to create professional email campaigns, along with pre-built automation flows such as welcome series, abandoned cart recovery, win-back campaigns, post-purchase follow-ups, and back-in-stock notifications. SendWILL is fully customizable, enabling brands to align email templates and popup designs with their unique identity. It integrates seamlessly with Shopify and works alongside popular marketing tools such as Klaviyo, Mailchimp, SMSBump, and Privy. Key features include: List growth tools: popups, signup forms, exit-intent, and gamified opt-ins Email campaign builder with drag-and-drop editor and ready-made templates Marketing automation: welcome flows, cart recovery, win-back, post-purchase, and back-in-stock alerts Advanced customization for brand consistency Shopify integration with automatic subscriber sync 24/7 customer support via chat and email


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [CWILL](https://www.g2.com/sellers/cwill)
- **Year Founded:** 2014
- **HQ Location:** 201 Commonwealth Ct Cary, NC  27511 United States
- **LinkedIn® Page:** https://www.linkedin.com/company/channelwill/ (92 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 10. [Simbel AI](https://www.g2.com/products/simbel-ai/reviews)
  Simbel AI is an AI-powered marketing automation platform with 28 specialized AI agents that handle the full campaign lifecycle — research &amp; strategy, content creation, auto-publishing, and analytics — across 7 platforms (Instagram, Facebook, X, LinkedIn, TikTok, WhatsApp, Email). The only platform that creates Arabic content in local dialects for the MENA region. Starting at $99/month with a 14-day free trial. No Credit Card Required


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Simbel AI](https://www.g2.com/sellers/simbel-ai)
- **Year Founded:** 2026
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** https://www.linkedin.com/company/110362053/ (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Email Marketing (1 reviews)
- Feature Variety (1 reviews)

**Cons:**

- Expensive (1 reviews)

  ### 11. [SmartFirm](https://www.g2.com/products/smartfirm/reviews)
  SmartFirm.io is a SaaS platform designed specifically for accountants, bookkeepers, and tax professionals who need efficient marketing and client acquisition solutions. Unlike generic marketing software, SmartFirm combines AI-driven tools with accounting industry expertise to deliver measurable growth without the complexity of managing multiple platforms. Key Features: AI Marketing Automation: Automates email, SMS, and voice responses to ensure every client inquiry is answered instantly. Lead Generation &amp; CRM: Tracks and nurtures prospects through customizable pipelines to improve conversion rates. SEO &amp; Review Management: Enhances online visibility with local SEO optimization and automated review collection tools. Social Media Scheduling &amp; Ads: Simplifies posting, content planning, and campaign management across multiple channels. Value Proposition: SmartFirm helps financial professionals save time, increase visibility, and convert more inquiries into clients. Firms using SmartFirm report faster response times, improved client satisfaction, and consistent lead growth. By integrating marketing, CRM, and AI-powered communication into one platform, SmartFirm enables firms to scale without hiring additional staff.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [SmartFirm](https://www.g2.com/sellers/smartfirm)
- **Year Founded:** 2000
- **HQ Location:** Halifax, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/smartfirm/ (10 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


#### Pros & Cons

**Pros:**

- Customer Engagement (1 reviews)

**Cons:**

- Missing Features (1 reviews)

  ### 12. [SMBee](https://www.g2.com/products/smbee/reviews)
  SMB Marketing Agency Software. We provide tools to help grow digital marketing agencies who focus on serving SMBs.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [SMBee](https://www.g2.com/sellers/smbee)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/getsmbee/ (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 13. [Structure Pie](https://www.g2.com/products/structure-pie/reviews)
  Email marketing tool designed to help you achieve success in your email campaigns. With Structure Pie, you will be able to create, send and track emails effectively and easily.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Alix Chaparro Cuellar](https://www.g2.com/sellers/alix-chaparro-cuellar)
- **HQ Location:** alicante , ES
- **LinkedIn® Page:** https://www.linkedin.com/company/structure-pie (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Email Marketing (1 reviews)


  ### 14. [Tanganica.com](https://www.g2.com/products/tanganica-com/reviews)
  Tanganica.com is a B2B SaaS tool that helps e-commerce businesses to reach millions of customers through online advertising in just a few clicks with automation and AI powered processes.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [TGNCA](https://www.g2.com/sellers/tgnca)
- **Year Founded:** 2020
- **HQ Location:** Jablonec nad Nisou, CZ
- **LinkedIn® Page:** https://www.linkedin.com/company/tanganica (18 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 15. [TorkeHub](https://www.g2.com/products/torkehub/reviews)
  TorkeHub is a comprehensive business management platform designed to streamline and optimize various aspects of business operations. With a focus on efficiency and ease of use, TorkeHub offers a suite of powerful tools to help businesses manage customer relationships, sales, invoicing, time management, and financial operations seamlessly. Key Features: AI-Powered CRM: TorkeHub&#39;s AI CRM automates and enhances customer relationship management, providing personalized interactions, tracking user performance, and facilitating effective communication through integrated chat features. Sales Management: Centralize your sales operations with tools for lead tracking, pipeline management, and performance analytics. Identify and capitalize on opportunities, streamline quotes and sales orders, and manage client accounts from one intuitive dashboard. Invoicing and Payments: Generate professional invoices, manage part payments, and track payment progress effortlessly. TorkeHub ensures timely compensation with transparent and stress-free invoicing processes. Time Management: Schedule calls, meetings, and tasks with ease. The integrated calendar and reminder features help you stay organized and on top of all events, ensuring nothing slips through the cracks. Reporting and Analytics: Create custom reports to track progress and analyze leads in real-time. Stay informed about invoices, sales orders, and quotes with insightful analytics, helping you make data-driven decisions. Secure Data Collaboration: TorkeHub prioritizes data security, ensuring compliance with GDPR regulations and providing a safe environment for your business operations. Advanced AI Models: From content creation with TorkeAI to predictive analytics with TorkePredict AI, TorkeHub leverages advanced AI models to streamline processes and enhance business performance. User-Friendly Interface: The platform boasts a superb UI/UX design, making it easy to navigate and use, even for those new to business management tools. Why Choose TorkeHub? TorkeHub is designed to empower businesses by providing a centralized hub for managing various operational aspects efficiently. Its robust features, powered by advanced AI, ensure that businesses can optimize their processes, reduce costs, and drive growth effectively. With TorkeHub, businesses can achieve higher productivity, better organization, and improved overall performance. Experience the transformative power of TorkeHub and elevate your business to new heights. Try it today with our flexible plans tailored to your growing needs and see the difference it can make in your business operations.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [TorkeHub](https://www.g2.com/sellers/torkehub)
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @torkehub (14 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/torkehub (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Collaborative Efforts (1 reviews)
- Contact Management (1 reviews)
- Ease of Use (1 reviews)
- Integrations (1 reviews)
- Task Management (1 reviews)

**Cons:**

- Integration Issues (1 reviews)
- Limited Integrations (1 reviews)
- Slow Loading (1 reviews)
- Time-Consuming (1 reviews)

  ### 16. [Touchdown](https://www.g2.com/products/touchdown-touchdown/reviews)
  Touchdown provides a modern, intuitive marketing suite natively integrated with Microsoft Dynamics 365, Power Platform and Business Central. Develop marketing automation strategies, professional landing pages, integrated forms, scoring and behavioral filters. Manage your events from start to finish and analyze your statistics to improve your productivity. Touchdown helps you improve your business processes and make the most of your rich data. Whether you&#39;re building an effective customer journey, implementing personalized scoring, a lead nurturing strategy or marketing automation tailored to meet your needs, Touchdown is the essential tool to help you improve your sales and marketing strategy.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 8.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Touchdown](https://www.g2.com/sellers/touchdown)
- **Year Founded:** 2019
- **HQ Location:** Wasquehal, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/touchdown-co (19 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 17. [Tower CRM](https://www.g2.com/products/tower-crm/reviews)
  Tower CRM is a modern customer relationship management (CRM) platform designed for growing teams that need powerful sales and marketing capabilities without the complexity of traditional systems. It brings contacts, companies, deals, activities, marketing tools, and reporting into one fast, intuitive workspace built for how teams actually work day to day. In addition to core sales CRM and pipeline management, Tower includes built-in marketing automation and email marketing tools so teams can manage campaigns, nurture leads, and track engagement without relying on multiple disconnected systems. Users can create targeted lists, segment their data, and run outreach that ties directly into their pipeline and customer records, ensuring sales and marketing stay aligned. Tower combines the flexibility of a spreadsheet with the structure of a true CRM and marketing platform. Teams can easily customize fields, organize customer data, and build views that surface exactly what matters. With centralized data management, list building, and segmentation, teams can maintain clean, usable data that powers both outreach and reporting. Unlike legacy platforms that require heavy setup and ongoing administration, Tower is designed for speed to value. Teams can quickly configure pipelines, workflows, and automations, adopt the system faster, and avoid the complexity that often leads to low usage and poor data quality. Built-in reporting and analytics provide clear visibility into pipeline performance, marketing effectiveness, and team activity. Instead of exporting data or building complex dashboards, teams can easily understand what is happening across their business in real time. Designed by experienced operators, Tower CRM focuses on usability, speed, and practical workflows rather than feature bloat. It reduces unnecessary clicks and friction so teams can spend less time managing tools and more time driving revenue. Tower CRM is especially well suited for small and midsize businesses looking for a combined sales CRM, marketing automation platform, email marketing tool, and customer data system that is easy to adopt, flexible to customize, and scalable as they grow. It is ideal for teams replacing spreadsheets or moving away from complex systems that are difficult to maintain and use consistently.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Tower CRM](https://www.g2.com/sellers/tower-crm)
- **Year Founded:** 2026
- **HQ Location:** San Diego, US
- **LinkedIn® Page:** https://linkedin.com/company/tower-crm/ (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 18. [Treasure Data Customer Data Platform](https://www.g2.com/products/treasure-data-customer-data-platform/reviews)
  Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on. The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth. Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 157

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.0/10)


**Seller Details:**

- **Seller:** [Treasure AI](https://www.g2.com/sellers/treasure-ai)
- **Company Website:** https://www.treasure.ai/
- **Year Founded:** 2011
- **HQ Location:** Mountain View, CA
- **Twitter:** @treasuredata (7,898 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2569123/ (507 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Data Engineer
  - **Top Industries:** Marketing and Advertising, Food &amp; Beverages
  - **Company Size:** 40% Enterprise, 36% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Easy Integration (11 reviews)
- Integrations (10 reviews)
- Customer Support (7 reviews)
- Platform Integration (7 reviews)

**Cons:**

- Technical Expertise Required (7 reviews)
- Learning Curve (6 reviews)
- Difficult Learning (4 reviews)
- Poor Support Services (4 reviews)
- Expensive (3 reviews)

  ### 19. [Trustisto](https://www.g2.com/products/trustisto/reviews)
  Your store on autopilot 🚀 Use Marketing Automation from Trustisto, boost your sales and increase your customer retention. Trustisto is a Marketing Automation platform designed to boost sales in small and large e-commerce using automation and machine learning. The platform operates based on three pillars: customer identification, optimization and retargeting. Identification means collecting customer data in Customer Data Platform. Trustisto automatically creates customer profiles, carries out profile segmentation tasks and securely stores them in the cloud. The store is the owner of the data. You can run marketing actions on any given group of customers at any time. Optimization aims at constant increasing of the conversion rate, i.e. boosting store’s effectiveness resulting directly in profit. Trustisto implements social proof and fomo, and therefore effectively influences purchase decisions of customers by encouraging them to shop. The process becomes even more effective thanks to the collected data. Retargeting allows you to win back the customers who have already left your store. Trustisto automatically contacts the customers who have not completed the order, and also invites those who have already made purchases to shop at your store again.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.0/10)
- **Performance and Reliability:** 8.3/10 (Category avg: 8.7/10)
- **Workflow Capability:** 6.7/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Trustisto](https://www.g2.com/sellers/trustisto)
- **Year Founded:** 2017
- **HQ Location:** Warsaw, PL
- **LinkedIn® Page:** https://www.linkedin.com/company/trustisto (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


  ### 20. [UMarket](https://www.g2.com/products/umarket/reviews)
  WE PROVIDE CLOUD-BASED SOFTWARE-AS-A-SERVICE PAYMENT ANALYTICS AND CUSTOMER ENGAGEMENT PLATFORM TO BUSINESSES


  **Average Rating:** 2.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [BuyFi](https://www.g2.com/sellers/buyfi)
- **Year Founded:** 2024
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/buyfi-pty-ltd/ (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 21. [Unim](https://www.g2.com/products/unim/reviews)
  Unim is a business management software that analyzes goals to indentify opportunities to optimize a bussines.


  **Average Rating:** 2.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Unim](https://www.g2.com/sellers/unim)
- **Year Founded:** 2010
- **HQ Location:** Fort Lauderdale, US
- **LinkedIn® Page:** http://www.linkedin.com/company/unimanager (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


  ### 22. [VelocityEngine GTM Campaign Builder](https://www.g2.com/products/velocityengine-gtm-campaign-builder/reviews)
  VelocityEngine’s GTM Campaign Builder is an AI-driven platform that enables B2B teams to launch integrated campaigns in minutes instead of months. It eliminates the drag of fragmented tools and manual execution by transforming a company&#39;s unique positioning into a complete suite of ready-to-launch assets. The system follows a structured, three-step process: 1. Establish a GTM Foundation: The platform uses company URLs and documents to train AI on brand context, products, and Ideal Customer Profiles (ICPs). It generates editable persona profiles that include key responsibilities, success factors, and objection-handling strategies. 2. Define Campaign Strategy: Using the foundation, it builds a strategy brief that maps a unique Point of View (POV) and tailored messaging pillars to each target persona. 3. Activate the Campaign: Users finalize an editable asset list to produce the &quot;campaign-in-a-box&quot;. The &quot;campaign-in-a-box&quot; is the primary deliverable of the platform, housing everything needed for execution in one place. It includes core engagement content (ebooks, blogs, solution briefs), promotional assets (LinkedIn ads, social posts, email sequences), and execution guidance via a launch calendar. For specific initiatives, VelocityEngine offers a custom version of this kit delivered within 24 hours. Our platform allows lean marketing teams to achieve enterprise-level velocity. It is designed to launch campaigns 5X faster with 80% lower content costs and 10X the content volume compared to traditional agency models. By replacing operational overhead with a unified system, it empowers solo marketers to &quot;out-execute giants&quot;. Think of it as a &quot;meal kit&quot; for marketing; instead of spending months sourcing individual ingredients and writing a recipe from scratch, you receive a pre-prepped kit with the strategy, content, and instructions ready to be &quot;cooked&quot; and served to your audience immediately.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [VelocityEngine](https://www.g2.com/sellers/velocityengine)
- **Year Founded:** 2023
- **HQ Location:** Austin, US
- **LinkedIn® Page:** https://www.linkedin.com/company/velocityengine-ai/ (12 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


#### Pros & Cons

**Pros:**

- Automation Efficiency (1 reviews)
- Automation Features (1 reviews)
- Ease of Use (1 reviews)
- Easy Implementation (1 reviews)
- Easy Setup (1 reviews)

**Cons:**

- API Issues (1 reviews)

  ### 23. [WDC Studio | Marketing Automation](https://www.g2.com/products/wdc-studio-marketing-automation/reviews)
  Easily set up marketing automations! Accelerate your marketing processes with AI-powered automation! Deliver the right message to the right customer at the right time to boost conversion rates. Reduce workload and increase sales! Recommended WDC Studio services to maximize your Marketing Automation experience: Email Segmentation Center, WhatsApp Marketing, Gift Coupon Management


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Customization :** 10.0/10 (Category avg: 8.4/10)
- **Performance and Reliability:** 10.0/10 (Category avg: 8.7/10)
- **Workflow Capability:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [WDC Studio](https://www.g2.com/sellers/wdc-studio)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/wdcstudio/ (10 employees on LinkedIn®)
- **Ownership:** Eren YALCINDAG ,Ahmet Taha YALCINDAG

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Automation Features (1 reviews)
- Ease of Use (1 reviews)
- Easy Setup (1 reviews)
- Time Efficiency (1 reviews)

**Cons:**

- Poor Customer Support (1 reviews)
- Slow Performance (1 reviews)

  ### 24. [Wired Plus](https://www.g2.com/products/wired-plus/reviews)
  Not another faceless email marketing company. We love people and the excitement of seeing businesses succeed! Don&#39;t get us wrong, we love creating powerful email marketing software too; we just think that if you&#39;re paying for a platform, you should also get personal support &amp; expert advice to make the most of it. Technology &amp; software is only ever as good as the people using it. We will show you how to get the most out of your investment and how to make a success of your business.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Wired Plus](https://www.g2.com/sellers/wired-plus)
- **Year Founded:** 2000
- **HQ Location:** Leeds, GB
- **Twitter:** @wired_plus (394 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/weareidhl/ (354 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


  ### 25. [X2CRM](https://www.g2.com/products/x2crm/reviews)
  X2CRM is an open source CRM platform for marketing, sales, customer service and other custom applications powered by an easy to use workflow engine and process management framework. Manage your clients with an endlessly customizable, powerful app, and boost your productivity like never before.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (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:** 8.3/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [X2CRM | X2Engine](https://www.g2.com/sellers/x2crm-x2engine)
- **Year Founded:** 2011
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/x2engine/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business




## 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&amp;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:&amp;nbsp;

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

### Trends Related to Marketing Automation Software

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

### Potential Issues with Marketing Automation Software

**Over-automating —** One of the common pitfalls of using marketing automation software is over-automation, when companies fall under the misconception that marketing automation software is a fix-it-all solution that you can “set and forget.&quot; 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.




