If you don’t have a marketing workflow process in place, you’re probably not effectively managing your marketing department. By having marketing workflows, marketing managers are able to empower teams and take back control over their work. Marketing workflow processes create clarity and team accountability by having processes clearly defined and outlined. With marketing workflows, marketing managers know where every project stands and where every project fits in the bigger picture. Thankfully, there are many marketing workflow management software tools available today. Run your marketing department like a pro by reviewing the top 7 best marketing workflow management software tools available in the market today.
The Top 7 Best Marketing Workflow Management Software
- Hubspot – best marketing workflow management software for larger organizations looking to centralize their CRM
- Engagebay – best marketing workflow management software for small businesseson a budget
- ActiveCampaign – best marketing workflow management software for automation
- Monday.com – best marketing workflow management software for marketing project management
- Keap – best marketing workflow management software for helping small businesses identify opportunities to sell more
- Optimizely – best marketing workflow management software for large businesses looking to optimize their marketing workflows
- Smartsheet – best marketing workflow management software for enterprises that want overall visibility across the marketing department
1. Hubspot – best marketing workflow management software for larger organizations looking to centralize their CRM
Pricing: Free plan with limited features
Hubspot is the one-stop shop when it comes to marketing, sales, service, content management, and operations. Hubspot makes your business operations harmoniously sync together in one seamless platform. Like all other offerings, its marketing workflows are easy to set up and use with dozens of templates to choose from. The Hubspot marketing workflow aids businesses with all their marketing efforts in one intuitive platform. Convert more leads with Hubspot’s marketing automation.
Key Features:
- Email marketing
- Forms
- Landing pages
- Contact management
- Social media ads
- Traffic conversion analytics
- Ad retargeting
- Blogging
- Marketing automation
- Custom reporting
- Custom webforms
- Pre-set templates
- AB testing
- Campaign tracking, planning, and analytics
- Image library
Reasons to Buy:
- One-stop shop for all your marketing needs
- Integrates with many popular apps
- Easy to use and enjoyable
- Exceptional customer services and 24/7 live chat support
- Centralized data management
- Free trial
- Hubspot Academy and blogs for training
- Hubspot is very responsive to user feedback and ideas
Reasons to Avoid:
- To access more features, you must purchase expensive add-ons
2. EngageBay – best marketing workflow management software for small businesseson a budget
Pricing: Free plan with limited features
EngageBay is a cost-effective CRM solution for growing businesses looking for an all-inclusive marketing and sales workflow management solution. In addition to its affordability, EngageBay is a simple and user-friendly platform designed with small businesses in mind. Users can engage, nurture, and acquire customers with ease with EngageBay!
Key Features:
- Email Marketing
- Autoresponders
- Email Boradcast
- Sequences
- Lead Grabbers
- Landing Pages
- CRM
- Helpdesk
- Live Chat
- Email Templates
- Web Pop-ups
- Lead Scoring
- Tag Manager
- SMS Marketing
- Marketing Automation
- Site Messages
- AB Testing
- Proposals
- Push notifications
- Calling features
- Segmentation
Reasons to Buy:
- Great support
- Market your business like the world’s best companies without breaking the bank
- Save time while nurturing your audience
- Automate repetitive tasks
- Increase efficiency via marketing workflows
Reasons to Avoid:
- Costs can add up when adding more users
- Learning curve
- Lack of custom reporting
3. ActiveCampaign – best marketing workflow management software for automation
Pricing: $14.30 USD per month
With over 500+ prebuilt automation templates, Active Campaign is a great solution for automating your marketing workflows while activating your customer experience. Like many of the other marketing workflow tools available, ActiveCampaign is also a one-stop-shop when it comes to CRM, eCommerce, sales, and service solutions. Grow your business by enhancing your customer experience with ActiveCampaign!
Key Features:
- Marketing automation
- Email marketing
- Unlimited email sending
- Drag and drop website builder
- 125+ email templates
- Newsletter features
- Segmentation
- Site and event tracking
- Campaign and automation reporting
- Landing pages
- Contact scoring
- SMS marketing
- Conditional content
- Performance reporting
- Website personalization
- Predictive content and sending
- Site messages
- Sales functionalities
- Customer newsletter
- Training
- Chat and email support
- Dedicated onboarding specialist
Reasons to Buy:
- No setup fees
- 2-year price lock
- Free online training
- Free migration
- Own your data
- Powerful, flexible, easy-to-use tools
Reasons to Avoid:
- The user interface is quite basic and not as intuitive
- The platform can be glitchy at times
- Learning curve
- To customize email templates, coding experience is required
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4. Monday.com – best marketing workflow management software for marketing project management
Pricing: Free plan with limited features
In addition to CRM marketing management, Monday.com is an excellent tool when it comes to managing different marketing projects and workflows. By streamlining your workflows, teams are able to work more effectively and collaboratively with a clear understanding of goals and expectations. Its visual platform makes managing and working more fun and easier!
Key Features:
- Campaign tracking
- Social media marketing
- Event management
- Content calendar
- Email marketing
- Creative requests
- Brand management
- Strategic planning
- CRM
Reasons to Buy:
- Visually monitor different projects easily
- Collect and manage creative requests
- 14-day free trial
- Integrate with popular apps
Reasons to Avoid:
- Not very intuitive
- Occasional glitches
- Upgrade required to access full workflow potential
5. Keap – best marketing workflow management software for helping small businesses identify opportunities to sell more
Pricing: $79 USD per month
Keap makes keeping your clients easy. With its all-in-one CRM, sales, and marketing automation, Keap will help you grow your business and achieve target goals. Engage and capture more leads with Keap!
Key Features:
- CRM
- Dedicated phone line
- Live app support
- Automated lead capture and follow up
- Email marketing
- Appointments
- Landing pages
- Sales pipeline
- Text marketing
- Promo code and upsells
- Marketing analytics
Reasons to Buy:
- 14-day free trial
- Live coaching and support that respond quick
- Capture and convert leads more efficiently
- Consolidate tools in one dashboard
- Integrate with 2,500+ applications
- Free migration
- Join a community of entrepreneurs
- UI is very user
- Affordable
Reasons to Avoid:
- Upgrade to receive more features
- Learning curve
- Campaign setup can be complex
- Occasional glitches
6. Optimizely – best marketing workflow management software for large businesses looking to optimize their marketing workflows
Pricing: Free plan with limited features
Optimizely makes marketing tasks more efficient and consistent with its software features designed specifically for marketing workflows. Optimizely empowers marketers to foster marketing alignment, launch content faster, and reinforce brand standards through its strict or flexible marketing workflows. Manage any marketing task with Optimizely and stop stressing over the small stuff!
Key Features:
- Digital asset management
- Handle tasks and workflows
- Streamline work requests
- Easy commenting and collaboration
- Content management
- Authoring and layout
- Run AB testing with reliable results
- Advanced audience targeting
- eCommerce
- Website visitor targeting
- Event tracking
- Audience segmentation
Reasons to Buy:
- A versatile system that is easy to use
- Demonstration apps, training, and more
- Premium customer service
- A reliable and immersive platform
- Increases website conversion
Reasons to Avoid:
- Upgraded pricing is not accessible and requires contacting a sales representative
- Reported to be expensive relative to its competitors
- Requires investing in development resources
7. Smartsheet – best marketing workflow management software for enterprises that want overall visibility across the marketing department
Pricing: $9 USD per user per month
Manage your entire marketing department with Smartsheet. Smartsheet is an online platform that helps organizations plan, track and automate their workflows. Smartsheet is great for large organizations that want a powerful platform that gives them overall visibility of complicated workflows.
Key Features:
- Team collaboration
- Workflow automation
- Content management
- Process management at scale
- Secure request management
- Intelligent workflows
- Integrate with popular apps
- Resource management
- Governance and administration
- Digital asset management
- Dependencies
Reasons to Buy:
- Proofing
- Team collaboration
- Version Control
- Time Tracking
- Gantt chart
- Client portals
- Templates
- Free trial
- Powerful and customizable
Reasons to Avoid:
- Requires companion software to be added
- Pages don’t update in real-time
References
- https://www.hubspot.com
- https://www.engagebay.com/pricing/all-in-one
- https://monday.com
- https://monday.com/marketing
- https://www.activecampaign.com/platform
- https://keap.com/pricing
- https://www.optimizely.com/plans/
- https://ecommerce-platforms.com/ecommerce-reviews/optimizely-review-and-pricing
- https://www.smartsheet.com
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