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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 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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

13 Reviews of Automational

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  • khyathikiran from Financial Services

    Specialty: Engineering

    Number of employees: 11-50 employees

    August 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Angela from TANDEM Events & Communications

    Specialty: Other services

    Number of employees: 2-10 employees

    March 2017

    TANDEM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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..

  • Lea Ann from Pope & Associates, Inc.

    Number of employees: 2-10 employees

    January 2017

    Great CRM for us

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Adam from Pullman Marketing

    Specialty: Media

    Number of employees: 2-10 employees

    January 2017

    Best in Class CRM Automation

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

  • Timo from Awex

    Specialty: Other

    Number of employees: 2-10 employees

    December 2016

    The perfect tool to begin with email marketing

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

  • Kathleen from Sellera

    Specialty: Consulting

    Number of employees: 2-10 employees

    December 2016

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

  • John from Extreme BTC

    Specialty: Software / IT

    Number of employees: 2-10 employees

    December 2016

    Doesn't get any better if you ask me!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

  • Prue from Integra

    Specialty: Accounting

    Number of employees: 11-50 employees

    December 2016

    Good value for money

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

  • nancy from Pyxa Solutions

    Specialty: Pharmaceuticals

    Number of employees: 2-10 employees

    December 2016

    Can't beat it for the money!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

  • Jay from Marketing

    Specialty: Advertising

    Number of employees: 2-10 employees

    November 2016

    Great Marketing Sevice

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

  • Beatrice from Taurus

    November 2016

    Does the job, but not self explanatory

    Ease-of-use
    Functionality
    Quality
    Support

    It has been quite complicated to understand the system. Once you have learnt it, it is not difficult, but it is a learning curve. The customer support team are always lovely, but it is just unfortunate that they run in a different time zone, so the help is never that timely.

    Review Source: Capterra
  • Thomas from Parrish Security Group

    Specialty: Accounting

    September 2016

    We have been very pleased with Automational

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

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

  • Gene from HEI, LLC

    Specialty: Education

    September 2016

    I have had a good experience so far

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    Cons

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

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