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.

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We used another product when I came on board, but there was not assistance in using the product and it was very outdated and expensive.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.

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..

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.

Can't beat it for the 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

Best in Class CRM Automation

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.

Good 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!

A fantastic marketing automation tool for any type of business

Pros

- very easy to use once you know how to
- the support staff are very helpful and knowledgeable
- has almost every tool imaginable for a marketing dept

Cons

- can take a while to master the system
- a bit more freedom when it comes to formatting text would be nice

Great Marketing Sevice

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.

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!

The perfect tool to begin with email marketing

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.

Does the job, but not self explanatory

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.

We have been very pleased with Automational

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

I have had a good experience so far

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.