9 Best Sales Email Automation Software Reviewed In 2024
Best Sales Email Automation Software Shortlist
Here's my pick of the 5 best software from the 9 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Sales email automation software is a valuable asset for any company. With the right software, teams can significantly increase efficiency and productivity, and boost sales. But finding the right sales email automation software can be a challenge, especially with so many options available.
Using my experience with revenue operations software, I tested and compared several of the top sales email automation software available. From there, I compiled my results into in-depth reviews to help you find the best software for your unique needs. I’m confident that you’ll discover your next sales email automation software in the list below.
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Best Sales Email Automation Software Summary
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| EmailOctopus | From $8/month | Website |
| Mailchimp | From $13/month | Website |
| ActiveCampaign | From $20/month (billed annually) | Website |
| Klaviyo | From $20/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose Sales Email Automation Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Will the software grow with your business needs? |
| Integrations | Does it integrate with your existing tools? |
| Customizability | Can the software be tailored to your processes? |
| Ease of Use | Is the software user-friendly for your team? |
| Budget | Does the software fit within your budget? |
| Security Safeguards | Are there strict security measures in place? |
Best Sales Email Automation Software Reviews
Below are my detailed summaries of the best sales email automation software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
CRM Creatio is a no-code platform designed to automate customer relationship management processes, covering marketing, sales, and service activities.
Why I picked CRM Creatio: You can build custom automated email workflows without needing to write code, helping your team stay connected with prospects and clients more efficiently. Features like the visual workflow designer allow you to create complex email sequences with simple drag-and-drop actions, so your team can quickly set up campaigns that nurture leads and engage customers at every stage. Additionally, CRM Creatio's built-in analytics provide real-time insights into email performance, helping you fine-tune your approach based on actionable data.
Standout features & integrations:
Features include 360-degree customer views, lead management, pipeline management, customizable workflows, invoicing, reporting and analytics, collaboration tools, customer management, case management, project management, automation, and a unified data source.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- A scalable solution
- No-code platform
- Extensive customization options
Cons:
- Data migration may be complex
- Customization can be time-consuming
EmailOctopus is an email marketing platform for small to medium-sized businesses looking to grow through effective email campaigns. It helps users create, automate, and analyze email marketing efforts easily.
Why I picked EmailOctopus: EmailOctopus offers pre-designed templates and a straightforward email editor, allowing you to create emails from scratch or customize existing ones. Sales reps can easily automate marketing campaigns with a visual automation editor and segment their audience for targeted messaging. The software also provides detailed reporting on email performance, helping you understand and optimize your campaigns.
Standout features & integrations:
Features include pre-designed templates, a visual automation editor, and detailed performance reporting. You can also create customizable forms and landing pages to grow your audience and segment your email lists for targeted campaigns.
Integrations include WordPress, Zapier, Shopify, WooCommerce, Gravity Forms, Ninja Forms, Squarespace, Typeform, and OptinMonster.
Pros and cons
Pros:
- Advanced bounce handling
- Flexible list management
- Intuitive email builder
Cons:
- Basic reporting limits insights
- No integrated SMS marketing
Mailchimp is a marketing automation tool for small businesses to manage their email marketing, social media marketing, and other digital marketing efforts. It allows users to create marketing campaigns, manage customer lists, and track performance through analytics.
Why I picked Mailchimp: Mailchimp offers a wide array of customizable templates and a user-friendly interface that makes it easy for your team to design email campaigns. The platform’s audience management tools help you efficiently segment and target your customers. Its marketing automation features enable you to set up workflows that save time and increase engagement. Moreover, Mailchimp provides detailed analytics that helps you understand the effectiveness of your campaigns.
Standout features & integrations:
Features include customizable email templates, audience segmentation, notifications, marketing automation, social media management, and detailed analytics. You can design and send campaigns easily, manage your audience efficiently, and track your campaign's performance right from the dashboard.
Integrations include Shopify, WooCommerce, WordPress, Salesforce, HubSpot, Zapier, Slack, Google Analytics, QuickBooks, and Stripe.
Pros and cons
Pros:
- Automated A/B testing
- Real-time campaign analytics
- AI-powered content optimization
Cons:
- Occasional deliverability issues
- Limited automation features
ActiveCampaign is an all-in-one marketing automation software designed for businesses across various industries, including ecommerce, healthcare, and education. It enhances customer experiences through email marketing, CRM tools, audience segmentation, and dynamic content personalization.
Why I picked ActiveCampaign: ActiveCampaign excels in time-saving marketing automation due to its robust automation workflows that streamline tasks like email segmentation, lead generation scoring, and personalized customer journeys. Its easy-to-use drag-and-drop automation builder allows businesses to automate repetitive tasks efficiently, reducing manual efforts while improving customer engagement.
Standout features & integrations:
Features include customizable email templates, multi-channel outreach (email, SMS, ads), sales process automation, and CRM tools. The platform supports omnichannel marketing, making it easier for you and your team to engage with customers.
Integrations include Shopify, WooCommerce, WordPress, Salesforce, Facebook, Slack, Zapier, Google Analytics, Zendesk, and Mailchimp.
Pros and cons
Pros:
- Audience segmentation
- Custom lead scoring
- Adaptive dynamic content
Cons:
- Limited native integrations
- No SMS A/B testing
Klaviyo is a marketing automation platform for email marketing, SMS, and customer data management. Its primary user base includes businesses looking to enhance digital marketing efforts through personalized customer interactions.
Why I picked Klaviyo: Klaviyo excels in segmentation and automated flows, which precisely target your audience. With its advanced reporting tools, you can track the performance of your marketing campaigns in real time. The platform supports over 350 integrations, making connecting with other tools you already use easy. Additionally, Klaviyo provides resources for onboarding and professional support, so your team can hit the ground running.
Standout features & integrations:
Features include advanced segmentation, automated flows, and reporting tools. Klaviyo also offers resources for onboarding and professional support.
Integrations include Shopify, WooCommerce, BigCommerce, Magento, Salesforce, Stripe, Zendesk, Eventbrite, Facebook, and Google Ads.
Pros and cons
Pros:
- Custom predictive models
- Real-time revenue insights
- Advanced client lifecycle tracking
Cons:
- Limited non-retail support
- Basic CRM features
Other Sales Email Automation Software
Here are some additional sales email automation software options that didn’t make it onto my shortlist, but are still worth checking out:
- Brevo
Best for personalized loyalty programs
- Bloomreach
Best for AI-driven ecommerce personalization
- Zoho Campaigns
Best for integrated email marketing
- Pipedrive
Best for visual sales pipeline management
Sales Email Automation Software Selection Criteria
When selecting the best sales email automation software to include in this list, I considered common buyer needs and pain points like deliverability rates and automation complexity. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total weighting score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Automate email campaigns
- Personalize email content
- Track email performance
- Segment email lists
- Schedule email sends
Additional Standout Features (25% of total weighting score)
To help further narrow down the competition, I also looked for unique features, such as:
- Behavior-based automation
- Advanced analytics
- Customizable templates
- A/B testing capabilities
- Integration with CRM systems
Usability (10% of total weighting score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Ease of navigation
- Drag-and-drop editor
- User-friendly dashboard
- Accessibility of support resources
Onboarding (10% of total weighting score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Pre-built templates
- Interactive product tours
- Chatbot assistance
- Webinars and live demos
Customer Support (10% of total weighting score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels (chat, email, phone)
- Comprehensive knowledge base
- Community forums
- Dedicated account managers
Value For Money (10% of total weighting score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Free trial availability
- Pricing tiers to suit different needs
- Inclusion of essential features in lower tiers
- Cost transparency
Customer Reviews (10% of total weighting score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- User satisfaction ratings
- Feedback on customer support
- Ease of use ratings
- Performance reliability
- Recommendations and word-of-mouth
Trends In Sales Email Automation Software
In my research, I sourced countless product updates, press releases, and release logs from different sales email automation software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Personalization: AI is being leveraged to create highly personalized email content based on user behavior and preferences. Tools use AI to tailor email content dynamically, ensuring each recipient gets a unique message that resonates with their interests.
- Interactive Emails: Embedding interactive elements such as surveys, polls, and videos directly in emails is becoming popular. Some vendors are incorporating these features to increase engagement rates and gather real-time feedback from recipients.
- Predictive Analytics: Sales email automation platforms are integrating predictive analytics to forecast customer behavior and optimize email campaigns. This feature suggests the best times to send emails and the type of content that will perform best.
- Behavior-Triggered Emails: Automating email sequences based on specific user actions, such as browsing history or past purchases, is gaining traction. Some tools highlight the effectiveness of browser abandonment and abandoned cart emails in re-engaging potential customers and recovering lost sales.
- Hyper-Segmentation: Advanced segmentation techniques are being used to create more targeted email lists, helping teams close deals. Platforms are enhancing their segmentation capabilities, allowing marketers to divide their audience into smaller, more precise groups based on numerous criteria, leading to higher engagement and conversion rates.
What Is Sales Email Automation Software?
Sales email automation software automates the process of sending sales-related emails, helping sales teams save time and improve their efficiency. Sales professionals, such as sales representatives and account managers, use these to manage and nurture leads. These tools help automate repetitive tasks, allowing them to focus on more strategic activities.
Features like automated follow-ups, personalized email templates, and integration with CRM systems help manage large volumes of emails, stay organized, and track email performance. They provide significant value by enhancing productivity and ensuring consistent communication with prospects and customers.
Features of Sales Email Automation Software
When selecting sales email automation software, keep an eye out for the following key features:
- Email Scheduling: Allows users to schedule emails to be sent at optimal times, ensuring messages reach recipients when they are most likely to engage.
- Personalization: Enables the customization of emails with recipient-specific details such as names and company information, increasing engagement and response rates.
- A/B Testing: Provides the ability to test different email versions to determine which performs better, helping refine email strategies for better outcomes.
- Analytics and Reporting: Offers detailed insights into email performance metrics such as open rates, click-through rates, and conversions, aiding in data-driven decision-making.
- CRM Integration: Smoothly connects with customer relationship management systems to ensure email campaigns are aligned with sales and customer data.
- Drip Campaigns: Automates sending of a series of emails over time based on user actions or predetermined schedules, nurturing leads through the sales funnel.
- Lead Scoring: Assigns scores to leads based on their interactions with emails, helping prioritize follow-ups and focus on high-potential prospects.
- Template Library: Provides a collection of pre-designed email templates that can be customized, saving time and ensuring professional-looking emails.
- Autoresponders: Automatically sends predefined replies to incoming emails, ensuring timely responses and maintaining engagement with leads.
- Behavioral Triggers: Initiates email actions based on recipient behavior such as opening an email or clicking a link, ensuring timely and relevant follow-ups.
Benefits of Sales Email Automation Software
Implementing sales email automation software provides several benefits for your team and your business. Here are a few you can look forward to:
- Time Savings: Automates repetitive tasks like sending follow-ups, allowing your team to focus on more strategic activities.
- Consistent Communication: Ensures timely and regular communication with leads and customers through scheduled emails.
- Personalization: Uses customer data to send tailored messages, increasing engagement and response rates.
- Lead Nurturing: Automatically sends relevant content to leads based on their behavior, helping move them through the sales funnel.
- Performance Tracking: Provides analytics on email campaigns, helping you understand what works and where to improve.
- Scalability: Handles large volumes of emails effortlessly, supporting business growth without additional resources.
- Improved Accuracy: Reduces human errors in email sending, ensuring professional and error-free communication.
Costs & Pricing of Sales Email Automation Software
Selecting sales email automation software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales email automation software solutions:
Plan Comparison Table for Sales Email Automation Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic email templates, limited email sends, basic reporting, and limited automation rules. |
| Personal Plan | $9-$20/user/month | Advanced email templates, higher email sends, basic segmentation, and basic A/B testing. |
| Business Plan | $25-$50/user/month | Custom email templates, unlimited email sends, advanced segmentation, and detailed analytics. |
| Enterprise Plan | $100+/user/month | Personalized support, dedicated IP, advanced integrations, team collaboration features, and custom reporting. |
Sales Email Automation Software FAQs
Here are some answers to common questions about sales email automation software:
How much time does email automation save?
Email automation can save a significant amount of time. For instance, dealing with FAQ requests manually might take around 25 minutes, whereas automation can reduce this to about 5 minutes. Multi-stakeholder coordination which usually takes 40 minutes can be brought down to 10-15 minutes with automation.
How do I optimize email automation?
To optimize email automation, personalize your subject lines and make the most of your preheader. Create valuable content for your audience and include eye-catching images in your emails. Use clear and action-oriented CTAs and optimize the send time of your emails.
What is the difference between email automation and autoresponder?
An autoresponder is a set of automated emails triggered by a specific event, like a customer subscribing to a newsletter. Automation, on the other hand, refers to any automated task, like sending out weekly emails to customers or updating a customer’s account information.
How can I measure the success of my email automation campaigns?
Measure the success of your email automation campaigns by tracking key metrics such as open rates, click-through rates, and conversion rates. Additionally, monitor metrics like bounce rates and unsubscribe rates to understand how your audience is engaging with your content. Regularly analyzing these metrics can help you make necessary adjustments to improve performance.
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