Sales and Marketing Automation Platforms

TrustRadius Top Rated for 2023

Top Rated Products

(1-5 of 5)

1
Constant Contact Lead Gen & CRM

Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. The tools are designed…

2
Brevo

Brevo, formerly known as Sendinblue, is the leading customer relationship management (CRM) suite designed to fully cultivate long-term customer relationships and to empower businesses to expand in a fast changing digital world. With Brevo, businesses have a unified view of the customer…

3
Keap

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

4
ActiveCampaign

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

5
Mailchimp

Mailchimp is the email marketing and marketing automation platform. Most email marketing platforms tell you how your campaigns perform, but Mailchimp goes a step beyond and tells you why by analyzing the data from half a billion emails sent through the platform every day to offer…

All Products

(1-25 of 92)

1
ActiveCampaign

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

2
Constant Contact Lead Gen & CRM

Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. The tools are designed…

3
Mailchimp

Mailchimp is the email marketing and marketing automation platform. Most email marketing platforms tell you how your campaigns perform, but Mailchimp goes a step beyond and tells you why by analyzing the data from half a billion emails sent through the platform every day to offer…

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4
Keap

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

5
Brevo

Brevo, formerly known as Sendinblue, is the leading customer relationship management (CRM) suite designed to fully cultivate long-term customer relationships and to empower businesses to expand in a fast changing digital world. With Brevo, businesses have a unified view of the customer…

6
Pipedrive

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

7
Sugar Sell (SugarCRM)

Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable with anything. Sugar Sell replaces former…

8
Twilio SendGrid

Twilio SendGrid Marketing Campaigns provides users with segmentation, campaign editing, and deliverability. According to the vendor, Twilio SendGrid Marketing Campaigns is trusted by over 80,000 customers globally, including Airbnb, Spotify and Uber. Twilio SendGrid Marketing Campaigns…

9
Freshsales

Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and…

10
Salesmate

Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting…

11
LeadSquared

LeadSquared is a marketing automation and CRM platform. It includes landing pages, email marketing, lead management, analytics, connectors, and WordPress Plugins.

12
Nimble

Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

13
BenchmarkONE

Hatchbuck is an all-in-one sales and marketing software that includes CRM, marketing automation, and email marketing tools. Users can build online forms, manage and segment contacts, engage prospects with relevant follow-up, manage tasks, and track their pipeline.

14
Ontraport

ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.

15
Copper

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

16
Agile CRM

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

17
Act! CRM

Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than…

18
Capsule CRM

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt.…

19
Nutshell CRM

Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

20
vCita

vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following…

21
Blueshift

Blueshift Labs is a marketing automation software solution offered by Blueshift Labs. It tracks data for individuals, but does not have an attribution model.

22
Demodesk

Demodesk is designed to provide in-call assistance, meeting insights, and automated scheduling to help sales development representatives manage prospects and close deals.

23
Clear C2 C2CRM

Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer…

24
FieldRoutes

FieldRoutes is a cloud-based and mobile SaaS provider for field service businesses. The platform automates all aspects of field service operations for enterprise and small business customers that span office management, advanced route optimization, payment processing, digital sales,…

25
HighLevel

HighLevel is an all-in-one white-label marketing platform for digital agencies boasting CRM, Email, 2-way SMS, Funnel Builder, web page / landing page designer or online calendar builder, etc., from the company of the same name in Eugene.

Sales and Marketing Automation Platforms TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Learn More About Sales and Marketing Automation Platforms

What are Sales and Marketing Automation Platforms?

Sales and marketing automation platforms are designed for small and midsize businesses looking for an all-in-one sales and marketing automation solution. They combine critical CRM, sales automation, email marketing, and marketing automation features. These platforms may also be referred to as ‘CRM marketing automation platforms’ or ‘marketing and sales automation platforms’.

These products are designed so that both sales and marketing teams can work within them. Ultimately, these platforms aim to help small businesses capture and convert more leads, track and manage sales pipeline, and automate marketing campaigns across digital channels.

One big benefit of having CRM, sales automation, and marketing automation capabilities combined within one platform is that there is less data leakage between platforms than there is when businesses have separate systems. This helps prevent duplication or loss of contact records across systems.

Having an all-in-one sales and marketing automation platform is also typically more affordable for small businesses than having three (or more) different systems. On the other hand, these platforms may not have all of the advanced functionality that larger, enterprise marketing automation and sales cloud systems do. Thus, they may not work well for larger businesses.

Sales and Marketing Automation Platform Features

Below are the most critical features for CRM marketing automation platforms to have:

  • CRM contact database
  • marketing automation
    • Campaign builder
    • Triggered email campaigns
    • Email marketing
    • Transactional emails
    • Lead nurturing
  • Lead scoring and qualification
  • Sales automation
    • Automated lead capture and follow-up
    • Automated CRM activity logging
  • Sales pipeline management
  • Reporting and analytics
  • Integrations with third-party systems
  • Mobile application

Some platforms also offer advanced functionality such as:

  • Payments and invoicing
  • Appointment scheduling
  • Appointment reminders
  • SEO tools
  • Website and landing page builder
  • Web forms
  • Paid advertising

Sales and Marketing Automation Platform Comparison

Before deciding to invest in a sales and marketing automation platform, consider the following key factors:

  • Budget: If you are a small business or start-up, budget is likely a top concern. Many of these platforms have different plan levels that provide more or less additional features. Certain products may be more expensive than others, but include extra features like web forms, landing pages, or SEO tools. Decide whether you’re looking for a more basic plan or one with more additional features before starting to compare platforms.
  • Ease of use: Make sure you and your team test out different platforms before deciding to purchase one. How user-friendly the software is can have a large impact on overall adoption down the line. The bottom line is: make sure your sales and marketing team members will feel comfortable using the system before you buy it.
  • Growth: Does your business have plans to scale up quickly? If so, check to see that the platform you're considering buying can support your business as it grows. Certain products may have limits on the total number of contacts they can support within the CRM portion of the platform. Others may place limitations on the total number of emails that can be sent per month or per year.

Pricing Information

Most sales and marketing automation vendors will offer a few different plan levels. Starter plans will likely only include basic CRM, email marketing, marketing automation, and sales automation functionality. More expensive plans will offer more additional features.

Pricing for basic plans typically starts at around $50-$80 per month and varies depending on the number of contacts and users. Mid-tier plans can cost between a few hundred and a few thousand dollars per month, depending on the range of features included, the number of contacts, and the number of users included.

The highest-tier plans typically cost upwards of at least $1,000 per month.

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Frequently Asked Questions

What does sales and marketing automation software do?

Sales and marketing automation platforms combine core CRM, email marketing, marketing automation, and sales automation features within one platform. They are designed for small and midsize businesses looking for an all-in-one marketing and sales solution.

What are the benefits of using a sales and marketing automation platform?

One major benefit of using a sales and marketing automation platform is that it provides all the functionality a small business needs to start capturing leads and making money, within one system. This will help prevent data loss and contact duplication, which typically happens when information is shared across marketing and sales systems.

For small businesses, another big benefit is not needing to have three separate systems for their sales and marketing teams to use. This helps keep costs down.

What are the best sales and marketing automation tools?

The top-rated sales and marketing automation tools include:

How much do sales and marketing automation platforms cost?

Cost can vary depending on the number of contacts, the number of users, and the range of features included. But generally, buyers should expect to pay anywhere between $50-80/mo. for starter plans.

More expensive plans typically cost at least a few hundred dollars per month, if not a few thousand dollars per month. Plans designed for larger businesses cost upwards of a few thousand dollars per month.