Automational is customer relationship management software that caters specifically to small businesses. The system offers marketing automation, email marketing, web visitor tracking, opportunity tracking and prospect scoring, and more.
The email marketing application contains a drag and drop editor that allow users to monitor the performance of email campaigns with built-in email statistics. With the Automation Builder tool, users can select from pre-made templates and create “drip marketing,” or nurture campaigns, sales engagement campaigns, customer onboarding and retention campaigns, and more.
Automational offers a social discovery application that can pinpoint a contact’s social identity using just an email address. With the web intelligence feature, a user can track when a person visits a site and can tell which organization they are browsing from. The software integrates with Gmail, Outlook and Office 365, and offers mobile apps so it can be accessed from mobile devices.
Kathleen F. Specializzazione: Consulenza manageriale Numero di dipendenti: 2-10 dipendenti
I’m crazy about Automational. As a Sales & Marketing consultant to early stage businesses, I am always looking for great CRM & Marketing Automation tools that are easy to use and provide a superior ROI. I now have several clients using Automational as part of their efforts to jump-start their sales cycle.
This product delivers everything my clients need to manage their growing pipelines, send email campaigns, and automate their sales & marketing workflows --all without distracting unnecessary features or expensive start-up fees.
Plus, their support team is personally responsive and knowledgeable -they get back to you on as timely basis and are committed to finding the way through an issue.
Little usability changes – like a tag manager to see a record of all the tags I have used and more UI customization of the Opportunity view – would be helpful. Fortunately, their product team is very receptive to feedback and includes customer-requested updates regularly. Not only are they receptive, the production team proactively reaches out to acknowledge and thank their customers who have \requested a change that has been built into a release. Great team. Love them.
While I do support clients on other platforms, I always recommend Automational to my SMB clients first. The performance, support, and value cannot be beat.
Lea ann H. Specializzazione: Consulenza manageriale Numero di dipendenti: 2-10 dipendenti
We used another product when I came on board, but there was not assistance in using the product and it was very outdated and expensive. I researched several CRMs and decided to use Automational. This SW is great. I just need to understand the flow charts better and I know it will be perfect for us.
The intuitive nature of the SW, the importing of the items and the notifications that can be created.
I need to better understand the flow charting of the steps for providing notifications and follow-up. Just going to take me some time but the outcomes is fantastic.
This SW will work for small and medium companies that do not have dedicated Marketing staff.
Angela K. Specializzazione: Consulenza manageriale Numero di dipendenti: 2-10 dipendenti
We love Automational and are sad to see that it will no longer be available. We are on the hunt for a system like Automational and have not been able to find one that is comparable with services, pricing, etc
Interface is easy to understand the business, love that it connects with LinkedIN automatically, the marketing templates/tools are perfect for a start-up
For the emails, we would like to be able to cc and bcc...alternate fonts..
John V. Specializzazione: Software informatici Numero di dipendenti: 2-10 dipendenti
Automational is the beast marketing platform for small businesses bar none. I have used a number of other CRM packages and none of them stand up to Automational when it comes to ease of use. Most packages have the same tools available and with some customization are actually quite good, but Automational works right out of the box. It is an intuitive platform that seems to know exactly what it is I want to do and is designed in a way that makes my life easier than the rest. Couple the ease of use with the account management flexibility and you have a real winner. Any first-time users or those moving from another platform they are not happy with owes it to themselves to take a hard look at Automational, you won’t be disappointed.
Ease if use.
Sorry, can't think of any.
Make sure to include Automational in your short list of contenders when considering a new marketing platform.
Nancy C. Specializzazione: Industria farmaceutica Numero di dipendenti: 2-10 dipendenti
For the money you can't beat it. Easy set up like the month to month commitment. They have live tech support based in the US. It helps keep us on track & know what is in our pipeline of business. I use the tasks religiously to help remind me of what needs to be done each day. I wish the outlook plug in could use some work to let you specify which contact you want to attach the email to, but that is a minor annoyance. For all the basic day to day, you can't beat it.
email tracking, setting up automations for specific processes, tasks
outlook plug in could use a little work
make sure when checking the price of a product like this you take into account that a lot of other software companies make you sign up on a yearly basis & charge you set up fees to import your info.