20 Best Marketing Management Software Shortlist
Here’s my pick of the very best marketing management software along with what I found each does best:
The best marketing management software helps marketing teams streamline campaign planning, allocate resources efficiently, coordinate across departments, and track performance in real time. Whether you're juggling multiple product launches, managing global content calendars, or trying to unify reporting from disconnected tools, the right platform reduces complexity and saves time.
As your marketing programs scale, you may find that your current stack no longer meets your needs. Without the right tools, you risk missed deadlines, resource bottlenecks, and a breakdown between strategy and execution.
I’ve drawn from over 10 years of hands-on marketing leadership experience and conducted 100+ hours of product testing and analysis to help you find the best-fit solution that supports campaign execution, resource planning, cross-team collaboration, and performance optimization.
Here is a list of the top marketing management software that will help you scale.
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The Best Marketing Management Software Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best marketing project management platform | Free plan available | From $10/user/month (billed annually) | Website | |
| 2 | Best for email and SMS marketing management | Free plan available | From $45/month | Website | |
| 3 | Best for marketing project templates | Free plan available | From $9/user/month (billed annually) | Website | |
| 4 | Best for AI content & campaign templates | Free forever plan available | From $29/month | Website | |
| 5 | Best for management with an all-in-one dashboard | Free plan + demo available | From $800/month + $45/month for additional seats | Website | |
| 6 | Best for competitor strategy insights | Free plan available | From $129/month | Website | |
| 7 | Best for integrating video marketing | Free plan available | Pricing starts at $19/month | Website | |
| 8 | Best for customer-centric measurement | Free plan available | Free for small and medium-sized businesses | Website | |
| 9 | Best social media management for small teams | Free plan available | From $5/user/month | Website | |
| 10 | Best content marketing platform | Free demo available | Pricing upon request | Website | |
| 11 | Best for creating reports for external clients, not internal marketing teams | 14-day free trial | From $149/user/month (billed annually) | Website | |
| 12 | Best platform for managing remarketing campaigns | Free demo available | From $36/month | Website | |
| 13 | Best for easy lead tracking and revenue attribution | 14-day free trial | From $30/month (billed annually) | Website | |
| 14 | Best for PPC performance monitoring | 30-day free trial + free demo available | From $149/user/month | Website | |
| 15 | Best for PPC management | 14-day free trial | The core plan starts at $228/month and includes all core features. Beyond that, you can request a custom quote for enterprise or advanced plans. | Website | |
| 16 | Best for managing your overall strategy | 2-week free trial of any premium plan + freemium version | From $29/user/month with a minimum of 5 users | Website | |
| 17 | Best for personalized B2B campaigns | Free demo available | Pricing upon request | Website | |
| 18 | Best free marketing analytics platform | Free plan available | Pricing upon request | Website | |
| 19 | Best for custom task workflows | Free plan available | From $7/user/month (billed annually) | Website | |
| 20 | Powerful automations and integrations for marketing projects | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website |
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Eloqua
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3 -
Optimizely
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Uberflip
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3
Best Marketing Management Software Reviews
Let’s dive into the list and explore the 10 best marketing management options for CMOs in more detail. Instead of a vague ranking system, I’ve tagged them all with headlines highlighting each software’s ideal use case.
Wrike is a project management software solution that can help you manage events, campaigns, budgets, projects, and teams, with a special focus on marketing teams. I spoke to Rocco Brundo, a content leader with 15+ years of experience, who shared: "At the agency I worked for, Wrike was our main project management tool. It gave us instant visibility into team workloads and how that rolled up by client, which made billing much simpler. We could also collect client feedback and manage changes directly in the platform. There is a bit of a learning curve, but the functionality is absolutely worth it."
Why I picked Wrike: Wrike offers a project management solution designed with marketing teams and agencies in mind — approval workflows, KPI tracking, ad platform integrations, all included.
In short, it’s a great platform for marketing managers who aren’t just looking to manage the dollars and cents of their ad spend, but the actual people in their teams and content in their pipeline.
Wrike Standout Features and Integrations
Features include built-in content planning and scheduling tools, workflow and dashboard templates for marketing teams, and a simple workflow automation builder.
Integrations include Google Ads, Hubspot, LinkedIn, and 400 more applications.
Pros and cons
Pros:
- Edit suggested creative directly with Adobe integration.
- See the impact of initiatives inside the same platform.
- Get started quickly with marketing-minded templates and workflows.
Cons:
- Onboarding inexperienced staff can be an issue.
- Social integration is a paid add-on.
- Per-user pricing.
New Product Updates from Wrike
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
Klaviyo is a marketing management software that offers a unified platform for businesses to create personalized customer experiences across various channels such as email, SMS, and mobile push.
Why I picked Klaviyo: The platform allows users to create and manage email and SMS campaigns with advanced segmentation and dynamic content, ensuring personalized and targeted messaging. Its robust automation capabilities streamline workflows by triggering messages based on customer behaviors and preferences. Additionally, Klaviyo offers detailed analytics and reporting tools that help businesses optimize their strategies, making it an indispensable tool for marketing management.
Klaviyo Standout Features and Integrations
Features include A/B testing, multichannel campaigns, predictive analytics, drag-and-drop email builder, customizable signup forms, real-time reporting, pre-built templates, and customer journey tracking.
Integrations include Shopify, Salesforce, Wix, WooCommerce, Adobe Commerce (Magento), BigCommerce, Google Analytics, Facebook Ads, Instagram, Stripe, PayPal, QuickBooks, Zendesk, and Slack.
Pros and cons
Pros:
- Good automation capabilities
- Detailed analytics and reporting features
- Variety of customizable templates
Cons:
- API has limitations
- Can get expensive with more active profiles
Smartsheet is a cloud-based platform that helps you manage projects, automate workflows, and collaborate with your team. Its familiar spreadsheet-like interface makes it easy to plan, track, and execute marketing activities.
Why I picked Smartsheet: Smartsheet offers pre-made templates tailored for various marketing needs, such as campaign management, event planning, and budget tracking. These templates let you quickly set up and customize your projects, so you can focus on execution rather than starting from scratch.
Additionally, Smartsheet's AI tools assist in generating formulas, summarizing data, and creating visual reports, making data analysis more efficient.
Smartsheet Standout Features and Integrations
Features include automated workflows, Gantt charts for project planning, resource management tools, file attachments within sheets, real-time commenting, activity logs for tracking changes, customizable notifications, conditional formatting, cell linking across sheets, report generation, and mobile app access.
Integrations include Power BI, Tableau, Adobe Creative Cloud, Salesforce, Microsoft Dynamics 365, ServiceNow, Jira, Slack, Microsoft Teams, DocuSign, Zapier, and UiPath.
Pros and cons
Pros:
- Wide range of templates
- Advanced automation capabilities
- Flexible and customizable to various workflows
Cons:
- Potential learning curve for new users
- Resource management is only available as an add-on
New Product Updates from Smartsheet
Smartsheet Adds Provisional Member Expiration Tracking
Smartsheet has introduced Provisional Member Expiration Tracking to improve visibility and control over user seats. This update helps admins monitor when a user’s provisional membership period ends, supporting better governance and budget management. For more information, visit Smartsheet's official site.
Enji is a marketing management software built for small businesses that need simple tools to plan campaigns, generate content, and track performance. It combines a strategy generator, social media scheduling, and KPI dashboards to help non-marketers manage their marketing efforts with less complexity.
Why I picked Enji: I picked Enji because it provides an AI copywriter that helps you create captions and blog content in your brand voice, which is especially helpful if writing isn’t your strong suit. It also offers ready-to-use campaign templates and a marketing calendar so you can quickly launch structured campaigns and stay consistent without last-minute scrambling. These features make it an approachable tool for small business owners who need guided marketing support.
Enji Standout Features and Integrations
Features include a performance dashboard, tutorials and guides, free marketing tools, and customizable KPI tracking.
Integrations include Facebook, Instagram, LinkedIn, Pinterest, YouTube Shorts, Threads, TikTok, Google Analytics 4, Google Calendar, iCal, and Canva.
Pros and cons
Pros:
- KPI dashboard for easy tracking
- Templates for quick campaign setup
- AI copywriter saves content time
Cons:
- Manual KPI data input
- No built-in link shortener
HubSpot's Marketing Hub is a platform that helps companies attract organic traffic, convert it into leads, and nurture those leads into customers.
Why I picked HubSpot Marketing: HubSpot's all-in-one dashboard provides a centralized view of all marketing activities, from email campaigns and social media management to SEO and content creation. Its automation capabilities enable marketers to create and manage sophisticated workflows that nurture leads and drive conversions with minimal effort.
HubSpot Marketing Standout Features and Integrations
Features include start-to-end lead management, lead tracking, a content dashboard, blog analytics, multi-channel revenue attribution, and email personalization.
Integrations include Salesforce, Google Analytics, Mailchimp, Slack, Zapier, Microsoft Dynamics, Shopify, WordPress, Eventbrite, SurveyMonkey, Zendesk, and hundreds of other tools.
Pros and cons
Pros:
- Customizable platform and templates
- Good automation capabilities
- Integrated marketing, sales, and CRM tools
Cons:
- May become expensive for scaling businesses
- Free version has limited features
Ahrefs is an AI-powered marketing platform with big data capabilities that provides insights into search marketing, website performance, and content optimization.
Why I Picked AhRefs
I picked Ahrefs for its unique ability to provide deep insights through its Site Explorer, which allows you to analyze competitor strategies and spot growth opportunities. The Keywords Explorer is another standout feature, offering valuable customer insights to help you target the right audience and optimize content effectively. Additionally, Ahrefs' Rank Tracker keeps you updated on your search ranking performance, ensuring that your marketing efforts align with your visibility goals.
AhRefs Key Features
In addition to its core functionalities, Ahrefs offers several other features to enhance your marketing efforts:
- Content Explorer: Discover popular content in your niche to inspire your own marketing strategies and stay ahead of trends.
- Site Audit: Conduct comprehensive audits of your website to identify technical issues and optimize for better performance.
- Alerts: Set up notifications for new backlinks, keywords, and brand mentions to stay informed about changes in your online environment.
- Link Intersect: Find websites that link to your competitors but not to you, presenting potential opportunities for backlink acquisition.
AhRefs Integrations
Integrations include Screamingfrog SEO Spider, Netpeak Checker, Spamzilla, BuzzStream, Agency Analytics, Funnel, Google Sheets, JuziSEO, Klipfolio, and Ahrefs APIv3 for custom integrations.
Pros and cons
Pros:
- regular platform updates
- comprehensive backlink and SEO analysis
- user-friendly navigation
Cons:
- lacks competitor monitoring tools
- higher pricing than competitors
Wistia offers an intuitive video platform that makes it easy to create, manage, and analyze video content, with built-in tools for managing brand engagement, and lead generation.
Why I Picked Wistia
I chose Wistia for its ability to integrate video marketing within your broader marketing strategy. Its unique Turnstile Email Collector feature allows you to capture leads directly from your video content, giving you a tool for building your contact list. Additionally, the platform's built-in A/B testing capabilities enable you to experiment with different video elements to optimize viewer engagement and conversion rates. These features are particularly appealing if you're looking to use video as a central part of your marketing efforts.
Wistia Key Features
In addition to its lead capturing and testing capabilities, I also found that Wistia offers several other features that enhance your marketing management:
- Video SEO Optimization: Automatically injects video metadata into your webpage to improve search engine visibility and drive more traffic.
- Customizable Video Player: Allows you to brand your video player with your logo and color scheme, ensuring a consistent brand experience for your audience.
- Interactive Video Elements: Enables you to add clickable calls-to-action and annotations within your videos, encouraging viewer interaction and engagement.
- Advanced Video Analytics: Offers insights into viewer behavior and video performance, helping you refine your content and marketing strategies based on data-driven decisions.
Wistia Integrations
Integrations include HubSpot, Marketo, Pardot, Mailchimp, Google Analytics, Salesforce, Drift, Intercom, ActiveCampaign, and WordPress.
Pros and cons
Pros:
- detailed analytics for video optimization
- extensive customization options
- user-friendly interface
Cons:
- limited in-platform editing capabilities
- data export limitations
Why I Picked Google Analytics
I picked Google Analytics for its ability to provide customer-centric measurement, which is crucial for marketing management. The platform's machine learning capabilities deliver actionable insights that help you understand and predict customer behaviour, enhancing your marketing strategies. Additionally, its seamless integration with Google Ads allows for comprehensive campaign analysis, enabling your team to optimize advertising efforts. These features make Google Analytics an invaluable tool for anyone looking to elevate their marketing management approach.
Google Analytics Key Features
In addition to its core strengths, Google Analytics offers a range of other features that enhance its utility as a marketing management tool.
- Real-Time Data Monitoring: This feature allows you to track and analyze user activity as it happens, providing immediate insights into campaign performance.
- Customizable Reports: You can create tailored reports that focus on the metrics most relevant to your business goals, facilitating more informed decision-making.
- Audience Segmentation: This feature enables you to break down your audience into specific groups based on various criteria, improving targeted marketing efforts.
- Conversion Tracking: With this feature, you can monitor the effectiveness of your marketing campaigns in driving desired actions from your audience.
Google Analytics Integrations
Integrations include Google Ads, Google Search Console, Google Data Studio, Google Optimize, Google Tag Manager, Firebase, Google Cloud, BigQuery, Salesforce Marketing Cloud, and Display & Video 360.
Pros and cons
Pros:
- accessible pricing model for small and medium businesses
- seamless integration
- comprehensive customer insights across platforms
Cons:
- limited insights into competitor strategies
- can be overwhelming for new users
Buffer is a social media management platform that helps companies plan and publish posts across a wide variety of platforms from a single dashboard.
Why I picked Buffer: not only is Buffer a well-established platform (founded in 2010), its team has continued to expand the software with new features and even new channels (like TikTok and even Mastodon) over the years.
Its publishing features are easy-to-use with a straightforward social calendar, but it also includes advanced features like AI-powered alerts to help boost engagement.
Buffer Standout Features and Integrations
Features include automatic important comment detection, approval workflow tools, annotated custom reports, and multi-channel publishing management.
Integrations include most social channels (Facebook, Instagram, Pinterest, TikTok), as well as Google Business Profiles.
Pros and cons
Pros:
- Improve social engagement with smart listening tools.
- It’s an affordable option for small teams (especially if you focus on a few channels).
- Easy-to-use publishing tools for multiple social channels.
Cons:
- Analytics are not as powerful as alternatives.
- Mobile app interface is a bit clunky.
- Bulk upload of images can be unreliable.
Optimizely CMP is an all-in-one content marketing management platform that helps you plan, schedule, track, and optimize your content marketing efforts.
Why I picked Optimizely: First off, Optimizely includes marketing project management features for planning and managing content-based campaigns. Secondly, Optimizely offers content intelligence, analytics, and content testing tools that help you create better campaigns.
Optimizely Standout Features and Integrations
Features include a drag-and-drop content dashboard with widgets, workflow tools designed specifically for content teams, smart topic suggestions, and an interactive content calendar.
Integrations include 50+ platforms including Adobe Creative Cloud, SalesForce, and Marketo Engage.
Pros and cons
Pros:
- The dashboard is easy to customize.
- Unlimited guest users (suitable for non-managers).
- Built-in digital asset management eliminates the need for another expensive subscription.
Cons:
- Limited integrations.
- New product so there are still a few kinks to work out.
- Publishing and analytics features are locked behind more expensive plans.
ReportGarden
Best for creating reports for external clients, not internal marketing teams
ReportGarden empowers marketing agencies with automated reporting, customizable dashboards and robust customer support, making it a valuable tool for agencies aiming to stay competitive in the fast-paced digital marketing landscape.
Why I Picked ReportGarden
I picked ReportGarden because it excels in transforming complex data into visually appealing reports and dashboards. It supports multiple data sources, which means you can easily integrate data from various marketing platforms to create comprehensive reports. The tool also offers automated invoicing features that integrate with financial tools, helping you manage your finances more effectively. With its Workflow Approval Software, your team can streamline project approvals, making it easier to keep track of ongoing projects.
ReportGarden Key Features
In addition to its reporting and invoicing capabilities, ReportGarden offers several other features that might interest you:
- SEO Tools: Includes Keyword Rank Tracker and Backlinks Analysis to help optimize search traffic.
- Proposal Generation: Enables the creation of customizable proposals, assisting in new client acquisitions.
- Ad Spend Tracking: Monitors ad spend and assists with budgeting to ensure campaigns stay within financial limits.
- Client Communication: Provides tools to enhance communication between your team and clients, ensuring a smooth workflow.
ReportGarden Integrations
Integrations include Google Ads, Facebook, Bing Ads, Twitter, HubSpot, QuickBooks, Xero, LinkedIn, Instagram, and Mailchimp.
Pros and cons
Pros:
- customizable templates
- integrations allow for unified data views
- user-friendly interface
Cons:
- limited advanced analytics features
- some users find the pricing high
AdRoll is a programmatic ad-buying platform that helps marketers get their digital ads in front of the right person at the right time.
Why I picked Adroll: You might be wondering why an ad-buying platform is included on this list, but no, I’m not a paid actor selling out to the highest bidder.
I just know from experience that setting up cross-platform campaigns to retarget interested buyers is a lot of work. AdRoll does this for you automatically (for a commission), which can be helpful, especially for smaller companies and budgets.
AdRoll Standout Features and Integrations
Features include automated retargeting campaigns across multiple platforms and sites, revenue attribution across multiple channels, and smart ad resizing for different platforms.
Integrations include Google Analytics, Campaign Monitor, ReportGarden, and 20+ other tools.
Pros and cons
Pros:
- Massive reach.
- There are no fixed monthly costs.
- It’s very easy to start a multi-channel campaign.
Cons:
- Easy to waste money if inexperienced.
- Not suited for longer sales funnels which include a variety of channels.
- A percentage-based commission means a lot of money for big advertisers.
WhatConverts is a lead-tracking and reporting solution specifically designed to help marketers track and prove the bottom-line impact of their various campaigns.
Why I picked WhatConverts: Marketers that stop at tracking a lead as a conversion can’t make truly data-based decisions about which platforms and campaigns to spend their money on. With WhatConverts, native integrations and pre-defined reports, even small and inexperienced marketing teams can quickly get deeper insights into the effects of their campaigns.
Plus, with a 4.9 average rating on G2, its customer reputation isn’t exactly shabby either.
WhatConverts Standout Features and Integrations
Features include multi-channel phone call tracking, revenue tracking based on real sales in your CRM, easy-to-use customizable dashboards, and automated call transcription and recording.
Integrations include 80+ different apps including ad platforms like Google Ads, Facebook Ads, Bing Ads, and CRM platforms like Salesforce, Hubspot, and Zoho CRM.
Pros and cons
Pros:
- Sales call recordings and transcriptions are useful for training new sales reps.
- Flat pricing (not per-user).
- Generate automated lead value reports based on call tracking.
Cons:
- Relies on dynamic call insertion (a unique trackable number) which can confuse existing customers.
- Only tracks leads specifically (not sales from ecommerce).
- Many useful features are locked behind expensive plans.
Introduction
Adalysis is a marketing management software that focuses on enhancing your PPC performance while cutting down on your workload. It’s designed to automate and optimize both Google Ads and Microsoft Ads campaigns, making it a valuable tool for anyone involved in digital advertising.
Why I Picked Adalysis:
I picked Adalysis because it offers automated monitoring and customizable alerts that help you stay on top of your campaigns without needing to constantly check in. These features save time and enable quick, informed decisions. Additionally, the budget management tools are great for optimizing PPC spending, allowing you to forecast expenses based on historical data.
Another reason for choosing Adalysis is its effective reporting capabilities, which offer insights into campaign performance without the hassle of manual data crunching. You can use the bulk update tools to manage multiple campaigns at once, simplifying the management process. This combination of features makes Adalysis a solid choice for both agencies and brand advertisers.
Standout Features
Features include performance monitoring tools that keep an eye on how your ads are doing and provide recommendations for improvements. Bid management options allow you to adjust your bids to get the best possible results without overspending. Campaign building tools help you set up new campaigns quickly, so you can spend more time focusing on strategy rather than setup.
Integrations
Integrations include Google Ads, Google Analytics 360, Microsoft Power BI, Gmail, Slack, Microsoft Advertising, and no other integrations are available on the official site.
Optmyzr is an AI-powered PPC management platform that helps you get more out of your Google Ads and Bing Ads campaigns.
Why I picked Optmyzr: While Google Ads, Bing Ads, and Facebook Ads have started to develop their own automated optimization tools, Optmyzr identifies missed opportunities (or wasted ad spend) that the ad platforms fail to find on their own.
It’s a great fit for a marketing manager (with a serious PPC budget) that’s tired of manually analyzing data in spreadsheets or an analytics platform to find potential campaign improvements.
Optmyzr Standout Features and Integrations
Features include AI-powered PPC campaign improvement suggestions, an advanced automation rule engine, and a feed optimizer for Google Shopping campaigns.
Integrations include Google Ads, Bing Ads, Facebook Ads, and Google Analytics.
Pros and cons
Pros:
- The rule engine eliminates a lot of hands-on optimization work.
- Use simulations to forecast the impact of changes to your campaigns.
- Improve your PPC campaigns with a few clicks rather than intensive research.
Cons:
- Limited to search and Facebook, no support for LinkedIn, Twitter, or other social campaigns.
- Report formatting is a bit clunky.
- For smaller budgets, it can be hard to generate a positive ROI in the long term.
In its own words, Cascade is a “strategy execution” platform, made to help you design, stick to, and track the impact of your company’s strategy.
Why I picked Cascade: Rather than a platform for managing individual campaigns or marketing-related projects, Cascade helps organizations track progress against the overall strategy and specific goals. The individual dashboards are easy to work with, and you can quickly go from a “bird’s eye view” to a deep dive into a specific marketing goal or even specific actions.
It’s a good fit for CMOs and marketing teams in large organizations that need to adhere to strict quarterly and long-term objectives. You can use it to track and prove the direct impact of your campaigns on the company’s goals. And with a 4.8 average across 180+ G2 reviews, I was also impressed with the company’s customer reputation.
Cascade Standout Features and Integrations
Features include a color-coded strategy map with progress bars, cascade planning for different teams, and progress tracking with 1,000+ potential data sources.
Integrations include spreadsheet software like Excel, Google Sheets, and other data sources like Salesforce, Microsoft Dynamics, SAP, and Google Analytics.
Pros and cons
Pros:
- Supports multiple frameworks like OKR and balanced scorecard.
- Ability to group and track multiple projects and KPIs in logical units.
- Great platform for boosting sales and marketing alignment.
Cons:
- Not the best option for managing implementation.
- Per-user pricing.
- Might be too feature-rich for small teams.
Tofu is an AI-powered platform tailored for B2B marketing, helping businesses craft hyper-personalized content and manage marketing activities across various channels.
Why I picked Tofu: Tofu automatically ingests and updates information about your company's brand, messaging, personas, target industries, and accounts. This ensures that your marketing content remains consistent and relevant, aligning with your overall business objectives. Additionally, Tofu's platform allows you to repurpose existing content across multiple channels, maximizing the value of your marketing assets and maintaining consistent messaging throughout your campaigns.
Tofu Standout Features and Integrations
Features include campaign performance analysis, a continuous feedback loop, deep marketing tool integrations, advanced analytics, repeatable campaign templates, AI-driven content generation, automated brand messaging updates, personalized SDR campaigns, and targeted lifecycle campaigns.
Integrations include Hubspot, Marketo, Salesforce, Google Ads, LinkedIn Ads, Salesloft, Outreach, Clearbit, Bombora, and Cvent.
Pros and cons
Pros:
- Continuous feedback loop for content improvements
- Personalization features that allow for tailored campaigns
- Ability to repurpose content
Cons:
- Limited to B2B marketing
- Potential learning curve due to feature richness
Looker Studio is a data analysis and reporting platform, which helps you create shareable reports and dashboards for various marketing campaigns and platforms.
Why I picked Looker Studio: Not only is Looker Studio one of the best platforms for creating custom reports and dashboards based on any data set, but it’s also completely free.
It’s especially useful for marketers that rely on Google Ads, Google Search Console, or other Google properties in their marketing (and who isn’t these days?), as the data will be ready for use with suitable tags and templates.
Looker Studio Standout Features and Integrations
Features include a custom report builder with a variety of data sources, native support for data from Google Ads and Google Analytics, and automatic data tagging and preparation.
Integrations include all Google properties that matter (Ads, Analytics, Search Console, etc.) as well as 700+ outside data sources.
Pros and cons
Pros:
- Good automatic data tagging and chart creation.
- Big library of templates.
- It’s free.
Cons:
- Date reporting is unwieldy (you can’t seamlessly switch between weekly, hourly, etc.)
- No native integrations with competing ad platforms like Facebook Ads.
- Steeper learning curve than marketing-specific reporting software.
ClickUp offers a comprehensive platform designed for planning, execution, and analysis of marketing campaigns, along with tools for task organization, collaboration, and progress tracking.
Why I Picked ClickUp
I picked ClickUp for its unique ability to streamline marketing project management through features like custom task statuses and automations. These tools allow you to create specific workflows, such as tracking a campaign from "Drafting" to "Approved," enhancing your team's ability to manage tasks seamlessly. Additionally, ClickUp's dashboards offer real-time insights into campaign performance, helping you refine strategies based on key metrics, budgets, and team capacity. These features make ClickUp a fitting choice for marketing teams aiming to enhance project tracking and strategic planning.
ClickUp Key Features
In addition to its core offerings, ClickUp provides several features that can further support your marketing management needs.
- Content Calendar: Helps coordinate marketing assets and campaigns across various channels, ensuring timely execution and consistency.
- Gantt Charts: Provides a visual representation of project timelines, enabling your team to set milestones and ensure deadlines are met.
- Async Collaboration Tools: Facilitates feedback and creative reviews, allowing your team to collaborate effectively, regardless of location.
- Customizable Templates: Offers over 1,000 templates for digital marketing project plans and campaign management, streamlining your planning and execution processes.
ClickUp Integrations
Integrations include Slack, Google Drive, Dropbox, Zoom, Microsoft Teams, HubSpot, GitHub, Trello, Asana, and Outlook.
Pros and cons
Pros:
- integrates with multiple applications
- customizable templates and automation tools
- comprehensive task management
Cons:
- some users note performance and support challenges
- can be overwhelming for some users
monday.com
Powerful automations and integrations for marketing projects
monday.com is a project management platform with unique features and templates for marketing teams.
Why I picked monday.com: Beyond its strong project management and workflow automation features, monday.com also offers a number of integrations that make it a good choice for a marketing team.
monday.com Standout Features and Integrations
Features include built-in time tracking, automated workload management, and an automation builder with helpful recipes
Integrations include Facebook Ads, Hubspot, Sprout Social, Mailchimp, and 50+ other apps.
Pros and cons
Pros:
- Use color coding and notifications for better project oversight.
- Automate approval workflows.
- Marketing templates mean you don’t start from scratch.
Cons:
- No Salesforce or Google Ads integration yet.
- Automations limited except in expensive plans.
- Per-user pricing.
Other Marketing Management Software
- Sprout Social
Powerful social media management for enterprises
- ActiveCampaign
Easiest marketing automation platform to get started with
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Selection Criteria for Marketing Management Software
Selecting the right marketing management software involves a careful evaluation of what they have to offer. Through extensive personal trials and research, I've developed criteria to guide software buyers towards making an informed decision.
Core Functionality: 25% of total weighting score
Marketing management tools must excel in core areas to be considered effective:
- Campaign management across multiple channels
- Email marketing automation
- Social media scheduling and analytics
- Lead generation and nurturing capabilities
- Performance analytics and reporting
Additional Standout Features: 25% of total weighting score
Beyond the basics, standout marketing management software differentiate themselves through:
- Advanced AI-driven insights for better targeting and personalization
- Integration with sales and CRM tools for a unified view of customer interactions
- Predictive analytics for forecasting campaign outcomes
- Omnichannel marketing capabilities that provide a seamless customer experience across all touchpoints
- Tools that offer unique social listening and brand sentiment analysis features
Usability: 10% of total weighting score
When assessing usability, I look for:
- Intuitive navigation and user interface, making it easy for new users to find their way around
- Simplified workflow management, such as drag-and-drop features for campaign setup
- Clear, actionable insights presented in an easily digestible format
- Mobile optimization for on-the-go campaign management and monitoring
Onboarding: 10% of total weighting score
Effective onboarding is key to quickly realizing the value of marketing management software, including:
- Comprehensive training materials such as video tutorials and user manuals
- Interactive product tours and setup wizards to guide new users
- Ready-to-use templates for various marketing campaigns
- Responsive customer service and online communities for peer support
Customer Support: 10% of total weighting score
Top-notch customer support is essential, focusing on:
- 24/7 availability through multiple channels (chat, email, phone)
- Knowledgeable support teams who understand both the tool and its application in marketing
- Community forums where users can share tips, tricks, and solutions
Value For Money: 10% of total weighting score
Value assessments include:
- Transparent pricing without hidden fees
- Flexible pricing plans that cater to businesses of all sizes
- Free trials or demos to test the software before commitment
- Comparison with competitors to ensure the best features for the price
Customer Reviews: 10% of total weighting score
Customer feedback is a treasure trove of insights, where I look for:
- Overall satisfaction with the software’s performance and reliability
- Specific feedback on the ease of use and learning curve
- Testimonials on how the tool has improved marketing outcomes
- Comparisons with other tools used by the same customer
In each of these criteria, the aim is to identify marketing management software that not only fulfill standard operational needs but also offer unique features and superior user experience that can significantly elevate a business's marketing efforts.
How to Choose Marketing Management Software
When selecting software for your business, especially when considering a specialized tool such as marketing management software, it's essential to approach the decision with a strategic mindset. Here’s a checklist that balances general software selection principles with specific considerations for marketing management software:
- Business Requirements and Objectives: Identify your specific business needs and objectives. For marketing software, consider features like campaign management, email automation, social media integration, and analytics. The software should support your marketing goals, whether they're increasing brand awareness, generating leads, or enhancing customer engagement.
- Ease of Use: Look for a user-friendly interface. Your team should be able to use the software efficiently without extensive training. For marketing software, ease of creating campaigns, accessing data, and generating reports are key aspects of usability.
- Integration Capabilities: Ensure the software can integrate seamlessly with other tools you already use (e.g., CRM, ecommerce platforms, social media channels). Integration is crucial for marketing software to facilitate a unified view of customer interactions and data across different channels.
- Scalability: The software should be able to grow with your business. Consider if the marketing software can handle increasing data volumes, more sophisticated campaigns, and a growing number of users without significant performance issues or additional costs.
- Cost and ROI: Analyze the cost structure (subscription vs. one-time fee, any hidden costs) and weigh it against the expected ROI. For marketing software, consider how it will help reduce costs, improve efficiency, or increase revenue in the long term.
- Security and Compliance: Verify the software's security features and compliance with relevant regulations (GDPR, CCPA, etc.). For marketing management software, data protection is crucial given the sensitivity of customer data it handles.
- Vendor Reputation and Support: Research the software provider's reputation, customer service, and support offerings. Strong vendor support is essential for troubleshooting and guidance, particularly for complex marketing software.
- Customization and Flexibility: The software should be customizable to fit your business processes and marketing strategies. Look for marketing software that allows you to tailor workflows, dashboards, and reports to your needs.
- Community and Resources: A vibrant user community and a wealth of learning resources can be invaluable. For marketing software, access to templates, best practices, and user forums can significantly enhance your marketing efforts.
By carefully considering these aspects, you can select marketing management software that not only meets your current needs but also supports your business's growth and evolution in the dynamic landscape of digital marketing.
Trends in Marketing Management Software for 2025
Here are some trends I’ve noticed for marketing management software technology, plus what they might mean for the future of the marketing industry. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
Integration and Interoperability
A key trend is the increasing emphasis on integration and interoperability among marketing management tools. The need for seamless integration with other business tools, such as CRM, HR, and accounting software, is becoming paramount. This trend is driven by the desire for a unified view of data and operations, minimizing the need for multiple disjointed systems.
Project Management and Collaboration Features
Features that enhance project management and collaboration have seen rapid evolution, highlighting the importance of efficient teamwork and project tracking.
For instance, ClickUp has become notable for its versatile project management and collaboration capabilities, offering a broad set of features including real-time reporting, shared documents, task management, and goal tracking. Its ability to integrate with a wide array of tools, including Slack and Dropbox, further underscores the trend towards comprehensive, all-in-one solutions that cater to diverse marketing needs.
Automated Marketing and AI Integration
The functionality around automated marketing and AI integration continues to advance, with platforms like Pardot leading the way in behavior-based triggers and AI-powered lead scoring. Such features automate and personalize marketing efforts, demonstrating a growing reliance on AI to streamline operations and enhance the efficacy of marketing campaigns.
Content and Brand Value
Creating content that reflects a brand's values is becoming crucial for customer retention. A significant portion of marketers plans to increase their investment in content that showcases their brand's values, responding to consumer expectations for brands to align with their personal values.
Influencer Marketing
Influencer marketing remains a critical strategy, with a notable shift towards micro-influencers for more authentic and effective engagement. The trend highlights the continuous search for innovative ways to expand brand awareness and connect with audiences through influential voices.
The trends in marketing management software in 2024 align with the broader shifts towards integration, automation, strategic management, and authenticity in brand messaging. These trends reflect the industry's response to the evolving challenges and opportunities in engaging with today's dynamic market landscapes.
What Is Marketing Management Software?
Marketing management software is a range of tools that help plan, execute, and monitor marketing campaigns and strategies more efficiently.
It integrates various functions such as campaign management, customer relationship management, analytics, and resource management within a single platform.
The purpose is to enable businesses to streamline their marketing processes, from conceptualization to execution and analysis, ensuring more effective and efficient marketing operations.
Features of Marketing Management Software
These are the key features I evaluate when I am looking at marketing management software.
Marketing management software streamlines and optimizes various marketing tasks and workflows. Here are the key features you'll typically find in such software:
- Customer Relationship Management (CRM): This feature helps in managing interactions with current and potential customers, tracking customer information, and facilitating communication to improve relationships and customer retention.
- Email Marketing: Offers tools for creating, sending, and analyzing email campaigns, including templates, automation workflows, and performance tracking to ensure effective communication with your audience.
- Social Media Management: Enables scheduling, posting, and monitoring content across multiple social media platforms from a single interface. It also includes analytics to track engagement and performance.
- Content Management: Provides tools for creating, managing, and tracking content, including blogs, videos, and other multimedia. It helps ensure consistent and effective content delivery across various channels.
- Lead Generation and Management: Supports the identification, tracking, and nurturing of potential customers (leads) through various stages of the sales funnel, often integrating with CRM systems for seamless management.
- Analytics and Reporting: Offers comprehensive data analysis and reporting tools to measure campaign performance, customer engagement, ROI, and other key metrics, enabling data-driven decision-making.
- SEO and SEM Tools: Includes features for improving search engine visibility and rankings through search engine optimization (SEO) and managing search engine marketing (SEM) campaigns, including keyword research, link analysis, and performance tracking.
- Marketing Automation: Automates repetitive tasks such as email marketing, social media posting, and ad campaigns, allowing teams to focus on strategy and creative tasks. It often includes personalization and segmentation capabilities to tailor messages to specific audience segments.
- Budget and Campaign Management: Helps plan, allocate, and track marketing budgets across various campaigns and channels, ensuring that resources are used efficiently and effectively.
- Integration Capabilities: Offers the ability to integrate with other business systems and software, such as CRM, ecommerce platforms, ERP systems, and more, for a unified approach to marketing and sales activities.
- Mobile Marketing: Supports marketing efforts targeted at mobile users, including SMS marketing, mobile app notifications, and optimization of web content for mobile devices.
- Event and Webinar Management: Provides tools for organizing, promoting, and managing events or webinars, including registration, attendee tracking, and post-event analytics.
By leveraging these features, marketing management software can help businesses automate processes, improve customer interactions, and ultimately drive more effective marketing strategies.
Benefits of Marketing Management Software
Marketing management software has become an indispensable tool for businesses looking to streamline their marketing efforts, enhance efficiency, and gain a competitive edge in the digital marketplace. By integrating various marketing functions into a single platform, these solutions offer significant benefits for users and organizations alike. Here are five primary advantages:
1. Increased Operational Efficiency: Automating repetitive tasks reduces manual effort and saves time. By automating tasks such as email campaigns, social media posts, and customer segmentation, marketing management software significantly increases operational efficiency, allowing marketing teams to focus on strategic initiatives and creative tasks.
2. Enhanced Customer Insights: Provides deep analytics and data-driven insights. With comprehensive data analysis tools, businesses can gain a better understanding of customer behaviors and preferences, enabling them to tailor their marketing strategies more effectively and improve customer engagement.
3. Improved ROI Tracking and Optimization: Facilitates precise measurement of marketing campaigns’ effectiveness. Marketing management software allows organizations to track the performance of their campaigns in real-time, helping them to identify what works best and adjust their strategies accordingly to maximize ROI.
4. Better Collaboration and Communication: Streamlines collaboration within marketing teams and with other departments. The centralization of marketing assets and workflows in one platform enhances team collaboration and ensures that everyone is aligned with the marketing objectives, leading to more coherent and consistent marketing efforts.
5. Scalability and Flexibility: Adapts to the evolving needs of a growing business. As businesses expand, their marketing requirements become more complex. Marketing management software is scalable and can be customized to accommodate new marketing channels, strategies, and customer segments, ensuring that the marketing efforts grow in tandem with the business.
By leveraging marketing management software, businesses can ensure that their marketing efforts are more aligned, efficient, and impactful, positioning them well to meet their goals in an increasingly competitive digital landscape.
Cost & Pricing for Marketing Management Software
Marketing management software are best evaluated according to the size of your business or the set of features you need to improve your current marketing workflow. Below, I've outlined the typical plans you'll find in the market, average pricing, and the common features included with each plan.
Plan Comparison Table for Marketing Management Software
| Plan Type | Average Price | Common Features Included | Suitable For |
|---|---|---|---|
| Basic | $20-100/mo | Email marketing, basic analytics, social media management | Startups, and solopreneurs |
| Professional | $100-800/mo | CRM integration, advanced analytics, marketing automation, customer segmentation | Growing businesses and medium-sized enterprises |
| Enterprise | $800-3000+/mo | Custom integrations, multi-channel campaigns, dedicated support, advanced security | Large corporations |
| Free | $0 | Limited email marketing, basic analytics, limited social media posts | Freelancers and small businesses |
When choosing a plan, consider both the immediate and future needs of your business. Start with a plan that meets your current requirements while keeping an eye on features that will support scaling your marketing efforts as your business grows.
New & Noteworthy Product Updates
Below, you’ll find our release notes and hot takes on the latest and greatest marketing management software product updates. Discover what’s now possible through feature releases, improvements, and updates on web, desktop and mobile apps. Learn what’s new, if it’s hot—or not, and why it matters for digital marketers.
April 2024 Updates
Here are some April update highlights.
Wrike Update Notes

On April 15, 2024, Wrike introduced significant updates aimed at enhancing the flexibility of task and project management within its platform.
This latest release includes improved functionalities that allow users to convert tasks to projects and vice versa with greater ease directly in the Item view.
The value of these updates to Wrike users lies in the increased efficiency and adaptability they bring to project management. The enhanced conversion capabilities allow teams to maintain agility in project planning and execution, while the AI enhancements support better decision-making and process optimization.
Verdict: HOT! AI enhancements to help optimize automation rules are a great use of the tech. AI works best when used to remove mundane work from your plate.
AdRoll Update Notes

In April 2024, AdRoll announced the launch of its innovative tool, the Automation Builder. This new feature represents a significant advancement in digital marketing tools, as it enables marketers at all skill levels to easily manage and launch various types of advertising campaigns.
Specifically, the Automation Builder allows for the simultaneous handling of social ads (across platforms like Facebook, Instagram, TikTok, and Pinterest), display ads, and email marketing campaigns—all from a unified interface.
This consolidation not only saves time but also simplifies the workflow, making it easier to launch and adjust campaigns quickly. The tool's design is user-friendly, catering to both novice marketers and seasoned professionals who require a more efficient way to manage their digital advertising efforts.
Verdict: Hot! Being able to build dynamic automations to take ad management off your plate will be a game-changer.
Cascade Update Notes

Cascade has recently announced an enhancement to its strategic planning tools, aiming to streamline the process of formulating and aligning business strategies across various departments. This latest update is part of Cascade's continuous efforts to refine and enhance the functionalities of its strategy execution software.
The update specifically improves how users can structure their strategic planning. By simplifying the alignment of business strategies across departments, the platform now facilitates a more coherent and unified approach.
For Cascade users, the value of this update lies in its ability to provide a more structured approach to strategic planning, which is crucial for effective strategy execution. This update is particularly beneficial for large organizations where aligning the efforts of various departments can be challenging, making it easier to achieve cohesive and successful strategic outcomes.
Verdict: Hot! Larger enterprises will find it useful to be able to plan, coordinate, and collaborate under one platform with these new tweaks.
February 2024 Updates
Here are some February update highlights.
HubSpot Marketing Update Notes

In February 2024, HubSpot Marketing enhanced its platform by integrating SMS capabilities through a partnership with Twilio. This update allows users to send timely and relevant SMS messages directly to customers without the need for a separate Twilio account.
The integration simplifies the process of setting up and deploying SMS campaigns by leveraging Twilio's robust messaging technology within the HubSpot environment. Users can now initiate SMS communications quickly, ensuring messages are both timely and aligned with customer interactions and needs.
The value of this update is significant for users seeking direct and immediate customer engagement. By incorporating SMS services, HubSpot enables more dynamic and responsive marketing strategies. This addition helps businesses increase customer touchpoints, improve communication efficiency, and enhance overall engagement metrics without complicating their existing workflows.
Verdict: Not! HubSpot is just borrowing Twilio tech and charging extra for it. You can probably find a better deal shopping around.
Opitimzely Update Notes

In February 2024, Optimizely released a series of enhancements to its Product Information Management (PIM) system. Announced on February 13, these updates were specifically designed to improve the synchronicity of category data and introduce safeguards against data deletion during crucial code rewrite and variant type synchronization processes.
The update to the PIM system included several technical improvements. Firstly, it enhanced the system's ability to sync categories more efficiently, ensuring that product categorization remains consistent and up-to-date across different sales channels. Secondly, it introduced settings to disable data deletions during specific operations, such as code rewrites and variant syncs.
The value of these enhancements to users is significant, particularly for businesses that manage extensive product catalogs across multiple ecommerce platforms. By improving category synchronization, businesses can ensure a more cohesive user experience and accurate product information presentation.
Verdict: Mixed! This seems like a vital update, but it leaves me wondering why it's just being pushed through now. Product data has always been important!
Sprout Social Update Notes

On February 8, 2024, Sprout Social introduced an exciting new feature for its Employee Advocacy platform, allowing users to share video stories directly to their personal Instagram profiles using the mobile app.
The new feature facilitates a direct connection between the Employee Advocacy platform and users' personal Instagram accounts, enabling the seamless sharing of video content. Before this update, sharing content from Sprout Social's Employee Advocacy platform to personal Instagram profiles required multiple steps that could disrupt the flow of content distribution.
This feature is particularly beneficial for companies that rely on employees' networks to amplify brand messages, thereby extending the reach of their content beyond traditional corporate channels and directly tapping into the vast audience on Instagram.
Verdict: Hot! Customer and employee advocacy solutions are often much overlooked forms of marketing power.
Klaviyo Update Notes

In February 2024, Klaviyo introduced an updated anomaly detection feature designed to enhance the monitoring of marketing metrics. This new capability automatically alerts users to unusual changes in their marketing data, providing a critical tool for recognizing and responding to unexpected shifts in marketing campaign performance.
The anomaly detection function works by continuously analyzing the user's marketing metrics and employing advanced algorithms to detect deviations that fall outside of normal patterns. When an anomaly is detected, Klaviyo promptly notifies the user, enabling them to quickly investigate the irregularity.
For Klaviyo users, the value of this feature lies in its potential to save time and reduce the risk of significant disruptions to marketing performance. By providing real-time alerts, users can immediately address anomalies before they impact campaign results adversely.
Verdict: Not! Klaviyo has had anomaly detection for a while now and, personally, I'm waiting to see how these "improvements" pan out before I start celebrating.
Frequently Asked Questions
Below, I answer some of the most commonly asked questions about the topic of marketing management software.
What are the scalability options for marketing management software as a business grows?
How do I evaluate integration capabilities when choosing marketing management software?
What are common challenges when implementing new marketing management software?
How do I ensure data security and compliance with marketing management software?
What should I look for in onboarding and training to guarantee team adoption?
How can marketing management software improve cross-team collaboration?
Are there any marketing management software specifically designed for small businesses or startups?
Additional Marketing Management Tool Reviews
Marketing software comes in all shapes and sizes, from social media platform management to website and product reporting. You'll probably need several tools to cover the whole gambit of needs. Here are some other software review lists that I recommend checking out:
- Brand Management Software
- Brand Asset Management Software
- Marketing Calendar Software
- Marketing Collaboration Software
- Marketing Workflow Software
- Local Marketing Software
- Marketing Planning Tools
- Marketing Asset Management Software
- MLM Software
- Promotional Product Management Software
The Takeaway
After taking a closer look at my hand-picked list of marketing management software, did you find what you were looking for? Because every company is different, it’s hard to prescribe a specific solution, like an email marketing management platform, without knowing your unique situation and needs. I’ve done my best to categorize the software on this list by use case, which hopefully helped you out on your software hunt.
If you need more in-depth advice on marketing software (and just general best practices in 2024 and beyond), sign up for our newsletter. That way, you’ll get everything you need to stay at the top of your industry sent straight to your inbox each week.
