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Best Sales Email Automation Software Shortlist

Here's my pick of the 5 best software from the 8 tools reviewed.

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
EmailOctopus From $8/month
Klaviyo From $20/month
ActiveCampaign From $20/month
Brevo From $10/month
Mailchimp From $13/month
Compare Software Specs Side by Side

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

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How 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:

FactorWhat to Consider
ScalabilityWill the software grow with your business needs?
IntegrationsDoes it integrate with your existing tools?
CustomizabilityCan the software be tailored to your processes?
Ease of UseIs the software user-friendly for your team?
BudgetDoes the software fit within your budget?
Security SafeguardsAre there strict security measures in place?
Use this checklist to keep your software selection process organized and focused.

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.

Best for affordable email marketing solutions

  • Freemium version available
  • From $8/month
Visit Website
Rating: 4.4/5

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

Best for data-driven customer engagement

  • Free plan available
  • From $20/month

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

Best for time-saving marketing automation

  • 14-day free trial
  • From $20/month

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

Best for personalized loyalty programs

  • Free plan available
  • From $10/month

Brevo is an email marketing automation tool that provides tools for email marketing, SMS, WhatsApp, and automation to improve customer engagement. It features a sales automation platform, multi-channel customer service, a customer data platform, and a messaging API for scalable communication.

Why I picked Brevo: Brevo offers advanced segmentation, enabling businesses to tailor campaigns based on customer behaviors, preferences, and past interactions. Its automation tools allow the creation of dynamic, personalized communication flows, ensuring targeted and engaging loyalty campaigns that strengthen customer relationships. Additionally, the platform supports up to 300 free emails per day with no required credit card. 

Standout features & integrations:

Features include email marketing, SMS marketing, marketing automation, CRM integration, advanced segmentation, A/B testing, landing page builder, transactional emails, real-time reporting, contact management, multichannel campaigns, and personalized content.

Integrations include Shopify, WooCommerce, Magento, WordPress, Salesforce, HubSpot, Pipedrive, Zoho CRM, PrestaShop, and Drupal.

Pros and cons

Pros:

  • Ready-made workflows
  • Advanced segmentation
  • High deliverability rate

Cons:

  • Limited transactional reporting
  • Complex automation setup

Best for email and SMS marketing

  • 30-day free trial + free plan available
  • From $13/month
Visit Website
Rating: 4.4/5

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

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:

  1. Bloomreach

    Best for AI-driven ecommerce personalization

  2. Zoho Campaigns

    Best for integrated email marketing

  3. 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

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 TypeAverage PriceCommon Features
Free Plan$0Basic email templates, limited email sends, basic reporting, and limited automation rules.
Personal Plan$9-$20/user/monthAdvanced email templates, higher email sends, basic segmentation, and basic A/B testing.
Business Plan$25-$50/user/monthCustom email templates, unlimited email sends, advanced segmentation, and detailed analytics.
Enterprise Plan$100+/user/monthPersonalized support, dedicated IP, advanced integrations, team collaboration features, and custom reporting.
A breakdown of sales email automation software plan types and their costs and features.

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.

What’s Next? 

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Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.