Best Marketing Automation Tool for Small and Mid Size Companies

Marketing automation has been the secret weapon to the success of those who have been successful online. Craft your mailing lists, track actions and follow up with those who have opted in. If you are a small or mid size company, don’t play with the big boys, you need to use a tool designed for a reason. You need a marketing automation tool.

The best marketing automation solution for small and mid size companies (SMBs) looking to connect their marketing, sales, service and support in one place. Contactually is designed with small business owners in mind, built for real people who aren’t experts at web development, social media or understanding how to leverage technology – but want results like the big brands!

 Freshworks CRM

Freshworks CRM dashboard

Formerly known as Freshsales, Freshworks CRM is a software solution that gives small businesses access to sophisticated marketing automation tools through an AI-powered platform. It offers features that are built to streamline  tedious marketing tasks, as well as help marketing teams broaden their audience reach, attract more prospects, find qualified leads, and drive more sales. Some of its main features include email marketing, marketing automation, contact management, customer segmentation, and in-depth marketing analytics.

Freshworks CRM comes with Freddy AI, a proactive smart assistant capable of delivering predictive analysis and actionable insights that you can utilize to improve your marketing strategies. Freshworks CRM also helps you manage leads by allowing you to build lead nurturing workflows. This lets you keep track of lead activities and behavior, enabling you to qualify and interact with them until they are ready for conversion. Finally, Freshworks CRM provides an advanced analytics report that lets you assess the effectiveness of your marketing strategy.

As for its pricing plans, Freshworks CRM has a free startup plan, which offers contact management, standard in-app communication tools, and support team access. Its paid plans start at $29/month for every user, billed annually.

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Try out Freshworks CRM with their free trialVISIT WEBSITEFREE TRIAL

Why Choose Freshworks CRM?

  1. An all-in-one, AI-powered marketing solution. Freshworks CRM powers your marketing lifecycle by providing you with a rich set of features for your sales and marketing processes. It has powerful and intuitive automation tools that help you streamline manual and time-consuming tasks, allowing your team to focus on more productive activities. Freshworks CRM comes with a built-in smart assistant, Freddy AI, that gives you a deeper insight into your customer’s behavior and helps determine the best strategy to keep your audience and customers engaged.
  2. Contact management. Freshworks CRM offers smart contact management features to help you manage your contact lists in one centralized location.  The software also lets you segment your contacts on a granular level and improve customer engagement.
  3. Advanced targeting for email campaigns. With Freshworks CRM, you can easily build highly targeted email campaigns. This ensures that your emails will reach your target customers, helping you turn prospects into paying customers.

 HubSpot Marketing

HubSpot Marketing Dashboard

HubSpot Marketing is a top-of-the-line inbound marketing software that focuses on growing traffic and increasing lead conversions. With robust tools for blogging, emailing, SEO, marketing automation, lead management, and analytics, this platform can give you the things you need to launch effective campaigns. The system also integrates with multiple CMSs, email service providers, eCommerce tools, and social networks. The vendor offers a great free trial plan for those who’d like to try out the key features of the product first.

For subscriptions, the platform is available in four monthly plans that are priced according to the number of features you will be needing for your operations. For small businesses and startups, you may opt for their Free Plan, their Starter package that costs $50. For larger businesses, check out their Basic plan, Pro Plan, and Enterprise plan priced at $200, $800, and $2400 respectively. However, these have required onboarding fees that range from $600 to $5000.

Try out HubSpot Marketing with their free trialVISIT WEBSITEFREE TRIAL

Why Choose HubSpot Marketing?

  1. All-in-One Marketing System. As mentioned earlier, HubSpot marketing has all the necessary marketing automation features you need to launch your campaign. It lets you generate more traffic, convert leads, and track your marketing funnel without having to spend on other software to back it up. You may, however, choose from their available integrations to further enhance its performance.
  2. Personalization Capabilities. Every business works differently, and it can be difficult to modify your operations to suit a certain platform. To help you save time and money on retraining, HubSpot Marketing allows you to personalize your workflow and prepare your content and marketing strategies however you wish.
  3. Reliable Analytics. As a business owner, you understand how costly wrong decisions can be. With HubSpot Marketing’s analytics tools, you no longer have to worry about making incorrect calculations. This allows you to get accurate, real-time reports that you may refer to whenever you need to make changes to your campaign.

Constant Contact

Constant Contact dashboard

Constant Contact is an all-in-one marketing software built for freelancers, start-ups, and medium-sized companies. It offers a plethora of features such as social media ads and email marketing automation to help you improve your marketing campaigns. It is also equipped with reports and tracking tools to help you track your marketing campaign’s results and see the aspects that need improvement.

Constant Contact offers two monthly pricing plans: Email and Email Plus. The latter costs $45/month while the email plan is $20/month. It is important to note that the pricing is based on the number of contacts.

Why Choose Constant Contact?

  1. Mobile-Optimized Email Templates. Constant Contact’s email templates are mobile-optimized so you can be sure that your content can be easily accessed and read by your target audience using mobile devices.
  2. Email Integrations. You can sync the platform with the applications you are already using. Constant Contact integrates with WordPress, Outlook, Shopify, Eventbrite, Salesforce, Intuit QuickBooks, Gmail, BigCommerce and Facebook.
  3. Reports and Tracking Tools. Ensure that your marketing tools are working with Constant Contact’s reports and tracking features. You’ll know who is opening, clicking, and sharing the emails you send and make improvements in no time.


marketing automation platform software vendor

Sendinblue is a sales and marketing solution that helps you market to your customers through things like social media, live chat, email, and even text messages.

You can use Sendinblue to segment your email list and automatically send personalized emails to your customers.

In addition, they have an easy-to-use drag and drop builder so you can easily create completely automated email campaigns. Plus, you can set up Sendinblue with WP Mail SMTP for reliable transactional email deliverability.

Cost: Starts at around $55 per month for the Premium plan (which includes marketing automation for small business).


optinmonster sales and marketing

In order for your automated marketing plans to be a success, you need to have subscribers.

OptinMonster can help you make stunning lightboxeslanding pages, and popups that capture tons of leads. And their awesome ChatBot feature lets you automate social media campaigns, too.

Plus, you can easily segment leads and customers with OptinMonster’s behavior personalization feature to automatically funnel people right into your campaigns as you sit back and watch.

Cost: Plans start at $9 per month (billed annually).



What Is It?

The first marketing automation platform we recommend is EngageBay. Created in 2017 by Sreedhar Ambati, the founder of EngageBay strove to create an alternative to HubSpot that was within the budget of startups and small businesses.

Considered an all-in-one platform, EngageBay includes CRM, sales, and marketing services.


Within EngageBay’s Marketing Bay are all the marketing features you need, including automation. Here are the features you can use as part of the marketing automation software:

  • Web forms and behavior tracking: To engage your customers so they’re more receptive to your marketing effortsweb forms can build and nurture the developing relationship. You customize the forms, choose when they pop up and select the behaviors that dictate them. You can also use behavior tracking through EngageBay to get a better grasp on who your audience is.
  • Prospects tracking: EngageBay’s prospects tracker will fill you in when your customers do all sorts of important things. From opening emails, clicking email links, or even checking out with a purchase, you’re at the forefront so your marketing team can act right away.
  • Email personalization: Create the most personalized communications for your customers yet with email personalization services. Using such data as customer interests, location, and company can increase open and click-through rates.
  • Customer segmentation: The people that comprise your small business audience are not all the same. Get to know them for their likes and interests and then segment them by that or other criteria, such as age, location, gender, or income with EngageBay’s customer segmentation feature.
  • Predictive lead scoring: Your small business wants to work with only the most qualified leads. Using predictive lead scoring, you can ensure those leads who are more willing to buy are the only ones who enter the sales and marketing funnel.
  • Drip email campaigns: Email automation in the form of drip campaigns allow your marketers to reach out to leads and customers alike, building your small business so it can continue experiencing growth.
  • Workflow builder: The average marketing team handles a lot of tasks, as we explained in the intro. With EngageBay’s visual workflow builder, you can oversee all tasks your marketing and sales teams are currently tackling. The builder uses a simple drag and drop functionality for creating workflows in minutes.
  • Automated services: No matter what you want to automate with EngageBay, you can. This includes live chat and support, CRM, landing pages, marketing campaigns, lead scoring, social media, text marketing, and email marketing.


Like several of its other services, EngageBay offers its marketing automation for free. If you decide you’d like to use more of EngageBay’s services, you can add the All-in-One starting at $8.99 a month, the CRM & Sales Bay starting at $7.79 a month, or the Marketing Bay starting at $7.79 a month.

You can select from four plans. The Free plan has 1,000 branded emails a month and 1,000 contacts. For $8.99, the Basic plan gives you 10,000 branded emails and 15,000 contacts every month. You also get features like a social suite, integrations, SMS marketing, and email templates.

The Growth plan for $29.99 a month gives you 25,000 branded emails and 50,000 contacts. You also add on call records, proposals, custom domains, site messages, and marketing automation.

When your small business grows even further, you might be interested in the Pro plan at $47.99 a month.

You get more advanced marketing automation as well as custom reporting, proposal analytics, and web analytics. You also have unlimited contacts to work with.

All prices are per user.

Pros and Cons

If you’re thinking of using EngageBay as your marketing automation tool, that’s a great choice. Here are some pros and cons to help you make up your mind.

  • EngageBay offers most of its marketing automation services for free. When you combine that with their free CRM, a small business like yours can get started with a lot of valuable software at no cost to you.
  • EngageBay’s other plans are quite affordable, suiting small businesses.
  • As an all-in-one suite, you can pay for sales and marketing software in one with EngageBay!
  • EngageBay only integrates with Sendgrid, Mandrill, Xero, Postmark, Zapier, and Mandrill right now, which may be somewhat inconvenient. More integrations are on the way.


From small companies to mid size companies, everyone uses different tools and techniques to grow their client base. The main objective is always the same: generate more leads and increase conversions and sales. For all these companies we have created an easy solution to achieve their growth objectives: HubSpot Marketing Automation.

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