CallidusCloud LeadRocket (discontinued) vs. Mautic (open source)

Genius is well-suited for a smaller company looking to do one-off campaigns and not necessarily needing to track within a separate system. For example, the professional version of Salesforce is probably an ideal size for Genius. For a more enterprise/larger company I wouldn't suggest Genius be used.

Mautic is well suited for users who do not require a lot of maintenance on the technical areas and have only the general requirements of the email marketing sector. In case the users have more precise requirements and are more focussed on the quality and a proper quantitative analysis, Mautic would not be an ideal choice. In other words for small companies Mautic would be an idea choice where the budget is a constraint and the extent of use is low but in cases where budget is not really a constraint against the performance and quality, Mautic would not be an ideal choice.

• I like the simplicity of the program. Each step is laid out and self-explanatory for creating an email campaign which makes the process extremely easy.
• I like how LeadFormix provides you with different reports to look at. The information is helpful to see how well your campaign is doing with whatever the target audience it is.
• I also love that I can store a number of different email campaigns that I've done in the past to use as a template for additional projects I have.

• Mautic is very good at the tagging system.
• Mautic is very good at tracking website visitors. Visitors are first marked as unknown, however, once you get a signup Mautic automatically updates their profile.

Incentivized

• It just didn't work
• We would schedule email blasts and it says it sent but they never did
• Simple math on the metrics was wrong sometimes
• UI was buggy, WYSIWYG editor barely worked and was a pain to deal with
• Bugs all over

Incentivized

• Reporting can be very misleading sometimes, but you just need to get the hang of it
• When emailing, you need to know the exact time zone the server is set on, because it may not send the task when you think it would.
• We think it may have more room to add more templates, the one the platform has turned boring over time— I think it would be an interesting update.

Incentivized

This is the program of choice for my company. There may be more effective email marketing services out there, but I also recognize that other teams in my company (who use the website lead tracking services) are most happy with LeadFormix. Furthermore, this program is more cost effective for us than others would be.

Very easy to use and designed well.

Very responsive. Some issues are on road map and can take time to resolve but not very often.

We selected CallidusCloud (Genius) based on the level of service for the price. It was more cost effective then Silver Pop which was another tool recommended to us. On the other hand, mail chimp did not provide the level of integration needed with our CRM - Salesforce. We need to be able to connect the response to an email campaign to the individual contact (student) record and determine the success of the campaign.

Incentivized

Salesforce and Dynamics may be fine if you can afford them, but don't offer much more than what you get from Mautic, for free and with total control and longer term active development. SugarCRM ended development and maintenance of their Community Edition around 2018. The long-term roadmaps for free versions of SugarCRM or its forks were very unclear

• We have had problems with our emails landing up in spam which was hampering out marketing efforts.
• Too many features that add very little value to business
• You spend too much of time on the tool because the UI is very confusing

Incentivized

• Automating interactions with clients in an early funnel stage
• Focusing your sales team on the best qualified leads
• Influencing purchase decisions along the customer journey