Automational Software


 

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 and users can monitor the performance of email campaigns with built-in email statistics. With the Automation Builder 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 and Outlook, or Office 365, and offers mobile apps so it can be accessed from mobile devices.

 

Automational - Automation Builder
 
  • Automational - Automation Builder
    Automation Builder
  • Automational - CRM
    CRM
  • Automational - Email Marketing
    Email Marketing
  • Automational - Web Intelligence
    Web Intelligence
  • Automational - Opportunity Management
    Opportunity Management
  • Automational - Web Forms
    Web Forms
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

13 Reviews of Automational

 
Software Advice Reviews (11)
More Reviews (2)

Showing 1-11 of 11

from Pullman Marketing
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

Best in Class CRM Automation

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So I have used this product for clients and for my own business. I have enjoyed it a lot and the people have been great to work with.

The biggest reason I went with Automational was less in amount as compared to other CRM/Marketing Automation software. I had been burned on three other products using it with clients and Automational was absolutely different. They were upfront about what will work for us and what will not work, and I appreciated that.

Lead scoring is a bit weak but it has all the bells and whistles of other marketing automation software.

Pros

Email marketing
Support staff
Automation in Flow Chart format

Cons

Lead scoring is not as customizable as software solutions but absolutely worth the price difference.

 
 

from Awex
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

The perfect tool to begin with email marketing

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I have been using it for large campaigns with very good results.

Pros

- Spam verification
- Website visitors tracking
- Heat map

Cons

- It is also a CRM, so no integration with a preexisting CRM the user might already have
- No record of the contacts who replied to an email campaign
- The links in an email template created for a previous campaign have to be reactivated
- No possibility to divide a same campaign in multiple lists of contacts with different mail subjects, in order to measure the subject with the most impact

- No option to send emails individually (which would dramatically reduce the risk of the emails falling into the spam boxes). Though it will of course take more time to send these emails by clicking on one contact after the other instead of sending them in bulk, it is just a matter of a few minutes for a list of 1000 emails.

 
 

from Sellera
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Great Product & Team. Automational is a first-class Marketing Automation + CRM Solution.

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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.

Pros

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.

Cons

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.

Advice to Others

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.

 
 

from Extreme BTC
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

Doesn't get any better if you ask me!

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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.

Pros

Ease if use.

Cons

Sorry, can't think of any.

Advice to Others

Make sure to include Automational in your short list of contenders when considering a new marketing platform.

 
 

from Integra
Specialty: Accounting
Number of employees: 11-50 employees Employees number: 11-50 employees

Good value for money

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Great value for money, a really reactive developement team for feature requests, and fantastic customer support. One can't ask for better.

Pros

Fairly intuitive and backed by a very efficient and helpful team.

Cons

Does feel somewhat in-developement,m lacking many features you'd expect it to have. A bit of a jack of all tasks - master of none!

Advice to Others

Good toom for non techy users

 
 

from Pyxa Solutions
Specialty: Pharmaceuticals
Number of employees: 2-10 employees Employees number: 2-10 employees

Can't beat it for the money!

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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.

Pros

email tracking, setting up automations for specific processes, tasks

Cons

outlook plug in could use a little work

Advice to Others

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.

 
 

from Marketing
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

Great Marketing Sevice

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The systems really easy to learn and navigate. The social media features allow you to organize everything and improve communications with your followers.

Pros

It is pretty simple to navigate around with the features it has.

Cons

No real cons. It's pretty much all around a great marketing tool.

 
 

from Pope & Associates, Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

Automational is a very good CRM for our small company.

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I am able to make web-based info-graphs, notifications, emails and publish them to our contacts. I was able to import LinkedIn and Outlook contacts as well as the previous CRM we used.

Pros

See comments above - In addition, the customer support is magnificent, knowledgeable, helpful, whenever I contact them.

Cons

I don't have enough knowledge and experience with the automation portion that I need to spend more time with.

Advice to Others

Be sure you know what you are getting before you make a decision on a DRM. Many vendors sell you a system that is too much and too expensive for small companies.

 
 

from Parrish Security Group
Specialty: Accounting

We have been very pleased with Automational

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Likes Best

Automational's ease of use and simplicity is remarkable and yet the system provides all the tools necessary for the sales team to manage propspects on a daily basis.

Likes Least

We had a slight issue with billing at the start of the account, but it was quickly resolved

Recommendations

If you are looking for a user friendly sales tool, this is it.

 
 

from HEI, LLC
Specialty: Education

I have had a good experience so far

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Likes Best

It is pretty simple to navigate around with the features it has.

Likes Least

Automations are a bit confusing. I have also had a little hard time with form automations.

Recommendations

I think it would be smart to figure out a way to determining valid or invalid email address and not have that count against the numbers.

 
 

from TANDEM Events & Communications
Specialty: Other

TANDEM Overview

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Likes Best

It's was easy to get up to speed on the system features, loading the contacts, tracking task, opportunities and more. We love the social media features at the organization and contact levels and the ability to customize communications via the broadcast templates. One feature that we wanted to make sure worked efficiently was the ability to connect with Microsoft outlook and it works beautifully via the plug-in. Your customer service team has been wonderful.

Likes Least

Simple features like the fonts - not enough of them. How you describe/label the financial reporting.

Recommendations

I reviewed 3 other CRM and landed on Automation due to the ease and interface of the platform. Customer service is key,

 
 
 
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