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We used another product when I came on board, but there was not assistance in using the product and it was very outdated and expensive.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

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!

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.