Creating, planning, implementing, and evaluating marketing campaigns are exhaustive enough, especially while juggling every other aspect of running your business.
But manually coordinating and streamlining the workflows? No way.
Marketing workflow software is the best way to maximize your business’s marketing efforts while minimizing and optimizing the time spent.
But how do you choose the best one for your business out of the hundreds of options currently on the market?
We’ve rounded up the top eight marketing workflow software, gathering the most crucial information you need on each tool to help you determine the right one for you.
1. Motion
Motion automates your daily schedule so you can focus less on manual tasks and to-do lists and more on your work.
All your new and repetitive tasks and scheduled events are automatically presented to you in a daily plan. Any added tasks, unfinished work, or newly-scheduled events trigger the calendar to reprioritize and reorder your daily schedule.
All to-dos are added to your workweek in such a way as to ensure deadlines are met, schedules are balanced, and workloads are manageable. All without you having to lift a finger.
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Key features:
- Intelligent Calendar with project management and task management features
- AI Meeting Assistant
- Alerts warning about due dates, unbalanced workloads, and video meetings
- Meeting templates
- Integrations with Google Calendar, Zoom, Zapier, Gmail, Google Meet, Microsoft Teams, and Outlook 365
Shortcomings:
- Can’t import marketing tasks from other apps
- Non-Motion users can’t collaborate on tasks
- Limited functioning and integrations for Apple users
- Lacks color coding for tasks
Pricing plans:
- Individual - $19 per month, billed annually
- Team - $12 per user per month, billed annually
- 7-day free trial
Ratings:
G2: 4.3/5 (80+ reviews)
Capterra: 4.3/5 (40+ reviews)
2. Airtable
Airtable is an app builder and workflow management tool that empowers you to create marketing processes easily. It boasts an intuitive platform that allows marketing teams to build the processes they need to maintain their workload and advance their projects.
Key features:
- App builder with pre-built, customizable templates and drag-and-drop elements for creating customizable workflows
- Secure data library
- Real-time sync
- Airtable AI to add to any workflow (in beta mode, for paid plans only)
- 30+ integrations, including Google Drive, Zendesk, Salesforce, various social media apps, and various project management apps
Shortcomings:
- Learning curve
- Challenging to onboard clients
Pricing plans:
- Free plan
- Team - $20 per seat per month, billed annually
- Business - $45 per seat per month, billed annually
- Enterprise - Call for pricing
- 14-day free trial of the Team plan
Ratings:
G2: 4.6/5 (2,100+ reviews)
Capterra: 4.7/5 (1,900+ reviews)
3. ActiveCampaign
ActiveCampaign’s email and marketing automation software eases the execution and strengthens the impact of your email campaigns. It uses automation to create data-driven, streamlined, and interconnected marketing communications.
ActiveCampaign’s automated marketing workflows handle all the basic, repetitive tasks associated with lead generation and conversion and CRM. This frees you to focus on other projects requiring deeper work and creativity.
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Key features:
- Pre-built automation workflows
- Automations map for viewing all your marketing automations from a single platform
- Dynamic emails with personalization features and customizable CTAs
- Custom forms for collecting visitor data to inform automated cross-channel interactions
- Goal, event, and site tracking for informing and optimizing your marketing activities
- Segmentation features
- Facebook Custom Audiences
- 940+ app integrations
Shortcomings:
- Learning curve
- Some users have had issues with customer support
Pricing plans:
- Lite - Starts at $29 per month, billed annually
- Plus - Starts at $49 per month, billed annually
- Professional - Starts at $149 per month, billed annually
- Enterprise - Call for custom pricing
- Add-ons are available for an additional fee
- 14-day free trial, no credit card required
Ratings:
G2: 4.5/5 (10,500+ reviews)
Capterra: 4.6/5 (2,300+ reviews)
4. Basecamp
Basecamp is a no-frills project management tool geared toward small-business underdogs. It markets itself as having everything you need and nothing you don't. You get the tools to manage your projects, teams, and clients without all the distracting extra features and add-ons you'll never use.
Basecamp keeps it simple. A single dashboard showing all projects, task assignments, work progress, and deadlines. A set of built-in tools for each project within its own dashboard. Real-time reports for individual and business-wide projects. One page housing your stuff only, uncluttered by unrelated project info or message threads.
Key features:
- Home dashboard and project dashboard
- Multiple project views
- File sharing
- Project schedule
- Aggregated notifications menu
- Customizable notifications, alerts, and reminders
- Collaboration tools
- Third-party integrations
- Messages, Pings, and real-time group chats
- Checkable to-do lists with movable tasks for prioritization
- Real-time Latest Activity page
Shortcomings:
- Some may prefer a more feature-rich product
- Some users report limited customization options
Pricing plans:
- Basecamp - $15 per user per month; employees are considered additional users, but all other guests are free
- Basecamp Unlimited Pro - $299 per month, billed annually
- 30-day free trial, no credit card required
Ratings:
G2: 4.1/5 (5,200+ reviews)
Capterra: 4.3/5 (14,000+ reviews)
5. Hootsuite
Hootsuite should be high on your list of considerations for creating and managing all your social media workflows. Hootsuite is a social media management platform that helps you engage effectively with your followers, post content they'll love, and grow your follower base — in less time and with less headache.
Key features:
- A single dashboard with list and calendar views for editing, posting, and suspending social media posts
- Bulk post scheduler
- Hashtag generator
- OwlyWriter AI, which generates captions, post ideas, and repurposed content
- Customizable link-in-bio page
- All-in-one social media inbox
- Social listening tools
- Paid ads management
- Analytics and reporting features
- Employee advocacy tools
- 150+ app integrations
Shortcomings:
- Lacks project management and collaboration tools
- High-priced plans
Pricing plans:
- Professional - $99 per month, billed annually
- Team - $249 per month, billed annually
- Enterprise - Call for custom pricing
- 30-day free trial
- 60% off the cost of your first year when you skip the free trial
Ratings:
G2: 4.1/5 (4,000+ reviews)
Capterra: 4.3/5 (3,500+ reviews)
6. Insightly
Insightly’s marketing automation software helps you create and automate inbound marketing processes and connect them to business processes across various departments. It acts as an automated cross-functional team all its own.
Build forms and landing pages to collect visitor info and create processes where this info automatically informs and triggers email sequences and other custom workflows based on customer response, interest, and intent.
Track and analyze KPIs to measure campaign performance, demonstrate ROI, identify areas for improvement, and adjust marketing strategy accordingly.
Key features:
- Email marketing campaign and automation tools
- Landing page builder
- Embeddable forms with custom fields
- Dynamic list management and segmentation
- Analytics dashboards and reporting
- A/B and multivariate testing
- Hundreds of app integrations
- AppConnect process automation tool and app, integrations, and workflow builder
Shortcomings:
- Lacks project management and social media management features
- Pricey plans
Pricing plans:
- Free CRM plan
- Plus - Starting at $99 per month, billed annually
- Professional - Starting at $499 per month, billed annually
- Enterprise - Starting at $999 per month, billed annually
Ratings:
G2: 4.2/5 (800+ reviews)
Capterra: 4.1/5 (630+ reviews)
7. Pipedrive
Pipedrive is a sales and CRM platform packed with many automation features. Campaigns by Pipedrive seamlessly integrate CRM data to build and customize email marketing workflows that convert.
Key features:
- List segmentation
- Email marketing analytics
- Workflow automation
- CRM and email sync
- Customizable email templates
- Drag-and-drop email builder
- Hundreds of integrations
Shortcomings:
- Marketing functions are limited to email marketing
- Limited customer service options
Pricing plans:
- Essential - $14.90 per user per month, billed annually
- Advanced - $27.90 per user per month, billed annually
- Professional - $49.90 per user per month, billed annually
- Power - $64.90 per user per month, billed annually
- Enterprise - $99 per user per month, billed annually
- Add on advanced features for an additional fee
- 14-day free trial, no credit card required
Ratings:
G2: 4.2/5 (1,600+ reviews)
Capterra: 4.5/5 (2,900+ reviews)
8. Teamwork
Teamwork is an all-in-one client work management solution that automates and organizes routine business processes. Have visibility of all in-progress assignments, team workloads, resources, finances, and collaborator activity within a centralized platform.
Key features:
- Pre-built project templates
- Process and workflow automation
- Customizable intake forms
- Hundreds of integrations
- Profitability and budgeting features
- Resource management features
- Time tracking
- Detailed reporting with automated delivery scheduling
- Unlimited free access for clients
Shortcomings:
- Lacks native marketing tools
- Doesn’t update in real time
- Learning curve
Pricing plans:
- Free plan
- Starter - $5.99 per user per month, billed annually
- Deliver - $9.99 per user per month, billed annually
- Grow - $19.99 per user per month, billed annually
- Scale - Call for pricing
- 30-day free trial, no credit card required
Ratings:
G2: 4.4/5 (1,000+ reviews)
Capterra: 4.5/5 (800+ reviews)
Regain control of your campaign schedule with marketing workflow software
Invest in the best marketing workflow tools for your business, and see how much more seamlessly your next marketing campaign comes together.
The time saved can be better spent on more productive work, creative brainstorming, or — better yet — much-earned, undisturbed weekend time.
Pick one tool from the list that calls to you most, sign up for its free trial today, and take it for a spin.
When you’re ready to try Motion’s 7-day free trial and regain control of your schedule, let us know what you think!
