About Automational

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 ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

14 Reviews of Automational

Average User Ratings

Overall

4.39 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(6)

6

4 stars

(7)

7

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 14 results

December 2016

Kathleen from Sellera

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 6 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2016

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

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.

January 2017

Lea Ann from Pope & Associates, Inc.

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Great CRM for us

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.

Pros

The intuitive nature of the SW, the importing of the items and the notifications that can be created.

Cons

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.

August 2017

khyathikiran from Financial Services

Company Size: 11-50 employees

Industry: Mechanical or Industrial Engineering

Time Used: Less than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2017

Automational is customer relationship management software that caters specifically to small businesses.

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

Email marketing Support staff Automation in Flow Chart format. Fairly intuitive and backed by a very efficient and helpful team.

Cons

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

March 2017

Angela from TANDEM Events & Communications

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 12 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

TANDEM

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

Pros

Interface is easy to understand the business, love that it connects with LinkedIN automatically, the marketing templates/tools are perfect for a start-up

Cons

For the emails, we would like to be able to cc and bcc...alternate fonts..

December 2016

John from Extreme BTC

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 6 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2016

Doesn't get any better if you ask me!

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.