Discover Top Sales & Marketing Automation Software

Nowadays, everything’s about making life simpler. Especially for marketing teams swamped with tasks and campaigns. Without automation, they’d be drowning in mundane work.

So, they turn to automation for their marketing apps. Plenty of tools promise to make life easier, but not all deliver. After sifting through them, here are seven top picks:

What Makes The Best Sales And Marketing Automation Software? 

Our experts, who have dedicated their careers to using, testing, and writing about software, do the heavy lifting. We don’t take shortcuts, we invest hours researching and testing each app, ensuring our evaluations are thorough and unbiased. No app pays us for placement or links we’re committed to providing honest reviews readers can trust.

Feeling confused by the term “marketing automation tool”? you are not alone. it is a broad concept, and everyone seems to have their take on it. So, let’s break it down.

Here are the key factors we focused on to identify top-notch “sale and marketing automation software” and those that excel in the field:

• Automation Capabilities
• Integrations and Functionality
• Price to Value
• Ease of Use
• Reporting and Analytics

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List Of The Best Sales And Marketing Automation Software

• Bravo

Bravo, available on the web, iOS, and Android, offers a unique blend of CRM, meeting scheduling, and marketing automation.

Pros:

• Combines CRM, meeting scheduler, and marketing automation
• Automates over four marketing channels
• Provides a free plan

Cons:

• Relatively simple and rigid

Initially, the reviewer questioned if Brevo (formerly Sendinblue) seemed impressive only because it was the first app tested. However, after trying numerous apps, Brevo still stood out.

Even on its Free plan, Brevo automates email, SMS, chat (including social media), and WhatsApp more channels than many paid alternatives. Its workflow builder offers extensive options, including delays, A/B splits, and actions like webhooks and CRM updates.

Brevo’s pricing starts with a free plan and goes up to $22/month for the Starter plan, billed annually.

• HubSpot Marketing Hub

HubSpot, available on the web, is renowned for its seamless integration with various solutions like CRM, CMS, and customer service tools.

Pros:

• Marketing Hub seamlessly integrates with HubSpot’s CRM, CMS, and customer service solutions
• Extensive features that are easy to use

Cons:

• High cost

When it comes to marketing software, HubSpot is a top contender. However, its omnichannel automation requires an upgrade to Marketing Hub Professional, which comes with a hefty price tag. This might not be feasible for startups or small businesses operating on a tight budget.

Despite its complexity, HubSpot prioritizes user experience. The workflow feature includes an exceptional demo that guides users through building workflows interactively.

HubSpot’s workflow builder is robust, offering a wide range of actions categorized neatly. It simplifies lead classification and ensures leads are directed appropriately.

The platform provides comprehensive campaign analytics, allowing users to generate custom reports and customize dashboards with ease.

• Omnisend

Omnisend, available on the web, is customized for eCommerce businesses.

Pros:

• Outstanding support with a dedicated academy for learning
• The free plan includes extensive and often advanced features

Cons:

• Narrow focus on eCommerce

While Brevo’s Free plan was commendable, its simplicity may be limiting. Omnisend, on the other hand, offers remarkable flexibility, even on its Free plan, providing access to features typically considered premium.

Omnisend automates email and SMS marketing, offering a wide array of pre-built workflows covering the customer journey. Users can also create custom workflows effortlessly using the intuitive drag-and-drop builder.

As a bonus, Omnisend provides 24/7 email and live chat support, even with its free plan.

• ActiveCampaign

ActiveCampaign is available on the web, iOS, and Android, offering a plethora of features.

Pros:

• Extensive library of multilingual workflow automation
• AI functionality for email content generation and predictive email sending

Cons:

• Lacks templates for form creation
• Some users report glitches in usability

While most marketing automation software provides pre-built workflows, ActiveCampaign stands out with its vast library covering industry-specific and multilingual workflows, including Portuguese, French, Italian, German, and Spanish. This makes it ideal for organizations targeting a global audience.

• Klaviyo

Klaviyo is available on the web, iOS, and Android, offering a range of features.

Pros:

• Extensive library of high-quality, customizable templates
• Good price-to-value ratio

Cons:

• Relatively limited options for workflows

The interface is clean and intuitive, offering essential tools without overwhelming users with excessive features. While it may not be as feature-rich as HubSpot, it provides all the necessary tools for effective marketing automation.

Klaviyo offers various pre-built workflows to address different marketing needs, such as preventing lost sales, nurturing subscribers, and encouraging repeat purchases. However, it may have relatively fewer options compared to some other platforms.

• Customer.io

Customer.io is a web-based platform that excels in automating various marketing channels.

Pros:

• Automates a wide variety of marketing channels, including email, SMS, Slack, push notifications, and more
• Highly customizable, allowing users to utilize code and Liquid to personalize messages

Cons:

• Relatively high cost

Many marketing apps claim to be automation-centric but often fall short in delivering robust automation features. However, Customer.io stands out by offering comprehensive automation across multiple channels.

The platform’s workflow builder is user-friendly and versatile, allowing users to create complex workflows with ease. Features like webhooks and multi-split branches enhance the customer journey customization options.

Customer.io also impresses with its A/B testing capabilities, enabling users to test up to eight variations of a newsletter simultaneously to optimize performance.

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• Otto

Ortto, a premium web-based marketing automation solution, offers extensive user activity tracking and reporting capabilities.

Pros:

• Comprehensive user activity tracking and reporting
• User-friendly interface with accessible support

Cons:

• High cost

Among the premium marketing automation solutions tested, Ortto stood out for its engaging user experience. The platform’s colorful and whimsical interface makes automating SMS and email campaigns via Journeys a breeze. Additionally, the workflow builder includes a revision history feature, allowing users to revert to previous versions if needed.

While Ortto offers exceptional features, its premium pricing may be a barrier for some businesses. However, for those willing to invest, Ortto provides a comprehensive marketing automation solution with robust reporting and analytics capabilities.

Wrapping Up

Choosing the right marketing automation tool depends on various factors such as the size of your business, specific needs, budget, and level of technical expertise. If you’re looking for a game-changer in CRM solutions, WhiteRock is the best option! Smoothly integrated with your marketing automation efforts, it revolutionizes how you connect with customers. From lead management to personalized campaigns, it’s your all-in-one solution for you!