10 Best Marketing Planning Software List
Whew! 33 can be a lot to get through. So, here’s a shortlist of the very best ten marketing planning software along with what each does best:
When campaigns sprawl across channels, teams lose alignment, and budgets bleed without clear ROI, you need tools that help you plan, adapt, and execute with precision. After years of leading marketing strategy in fast-scaling SaaS orgs, I’ve seen what separates lightweight dashboards from platforms that drive results. Using my experience and a proprietary scoring framework, I’ve reviewed the top marketing planning software to help you choose the one that keeps strategy, execution, and outcomes in sync.
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Best Marketing Planning Software Summary
This comparison chart summarizes pricing details for my top marketing planning software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for proofing & approvals | 7-day free trial | Pricing upon request | Website | |
| 2 | Best for planning marketing campaigns across teams | Free plan available | From $10/user/month (billed annually) | Website | |
| 3 | Best for multi-source marketing intelligence | Free demo available | Pricing upon request | Website | |
| 4 | Best cross-platform social content scheduling | 30-day free trial | From $199/seat/month (billed annually) | Website | |
| 5 | Best for creating customized marketing plans | Free forever plan available | From $29/month | Website | |
| 6 | Best for planning campaign goals and tracking performance | Free plan + demo available | From $800/month + $45/month for additional seats | Website | |
| 7 | Best for automations | 14-day free trial + free plan | Pricing upon request | Website | |
| 8 | Best for collecting marketing data | Free plan available | Free for small and medium-sized businesses | Website | |
| 9 | Best Kanban marketing planner tool | Free plan available | From $5/user/month (billed annually) | Website | |
| 10 | Best for planning content schedules | Free plan available | From $5/user/month | Website | |
| 11 | Best for distributed teams | Free plan available | From $10.99/user/month (billed annually) | Website | |
| 12 | Best for planning email marketing campaigns | 30-day free trial + free plan available | From $13/month | Website | |
| 13 | Best for digital agencies | 14-day free trial | From $12.50/month (billed annually, up to 3 users) | Website | |
| 14 | Best for customization | Free plan available | From $4/user/month (billed annually) | Website | |
| 15 | Best for large enterprises | Free demo | Pricing upon request | Website | |
| 16 | Best for media management | Free demo available | Pricing upon request | Website | |
| 17 | Best for planning customer journeys | 14-day free trial + free plan available | From $9/month for up to 300 subscribers | Website | |
| 18 | Best for beginners | 14-day free trial + free plan | $29/month (3 users) | Website | |
| 19 | Best for data-driven companies | Not available | Pricing upon request | Website | |
| 20 | Best for partnership marketing planning | Free demo available | From $500/month | 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 Planning Software Review
Below are my detailed summaries of the best marketing planning 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.
Screendragon is an enterprise-level marketing planning tool that helps various businesses streamline and optimize their marketing operations, tasks, and processes. The platform manages your entire marketing plan from creating a work statement, work requests, resource and budget management, and visual proofs. The features can ensure that your business reduces all associated costs significantly.
Why I Picked Screendragon: Screendragon stands out as an excellent marketing planning solution, particularly due to its robust proofing and approvals system. The platform offers a seamless and efficient process for managing the review, feedback, and approval of marketing assets. With Screendragon, marketing teams can easily upload, share, and collaborate on creative content, allowing stakeholders to provide feedback, suggest changes, and track progress. The system provides a centralized platform for communication and streamlines the review cycle, reducing time and effort spent on manual coordination. Screendragon's proofing and approvals system also offers version control, audit trails, and notifications.
Screendragon Standout Features & Integrations
Key features include Dynamic Workflow Engine allows users to create customized workflows tailored to their specific project requirements. This feature enables teams to define and automate their unique processes, ensuring consistency and efficiency throughout the project lifecycle. Plus, Screendragon's Resource Management functionality provides a comprehensive view of resource allocation, availability, and capacity.
Integrations include Slack, Microsoft Power BI, Trello, Jira, and PeopleSoft. You can also use Zapier to connect Screendragon with over 1,000 other applications.
Pros and cons
Pros:
- Simple to learn & use
- Easy connection to data warehouses
- All-in-one marketing & work management
Cons:
- Could use stricter access permissions
- Large data sets load slowly
Wrike is a work management platform that provides marketing features and functionalities. The platform can help managers support their team members and ensures they know that every understands what they’re supposed to do. It’s an excellent choice for task management and planning marketing campaigns across different teams.
Why I Picked Wrike: Wrike works well as a marketing planning software due to its robust features and user-friendly interface. The free version of Wrike allows users to create tasks, set priorities, and collaborate with unlimited team members, facilitating efficient marketing project management. It provides a centralized platform for marketing teams to plan and execute campaigns, with features like customizable templates, interactive Gantt charts, and shared calendars. The ability to assign tasks, set deadlines, and track progress enhances collaboration and ensures accountability. The AI-driven task automation within Wrike recommends priorities and tasks for your teams based on your campaign’s performance and status.
Wrike Standout Features & Integrations
Key features include its dynamic request forms, which allow teams to create custom forms to streamline project intake and request processes, ensuring all necessary information is captured upfront. This feature simplifies project initiation and reduces manual back-and-forth communication. Wrike's advanced resource management enables businesses to optimize resource allocation by providing a clear view of team members' availability, workload, and capacity. This feature helps prevent resource overloading and facilitates resource-leveling.
Integrations include 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
Pros and cons
Pros:
- iOS & Android apps
- Built-in scheduling & time tracking
- Free plan for unlimited users
Cons:
- Feature-packed means learning curve
- Important features hidden deep in menues
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.
Adverity is a marketing intelligence platform designed to help teams collect, transform, and analyze data from various sources. It enables you to centralize your marketing data, ensuring it's consistent and ready for analysis.
Why I picked Adverity: I chose Adverity for its ability to unify data from multiple sources. With over 600 pre-built connectors, you can automatically collect data from all your marketing channels. This means you can consolidate your data without manual effort, giving you a comprehensive view of your campaigns. I also like that it has data transformation capabilities. You can clean, enrich, and harmonize your data to match your specific needs. This ensures that your data is not only consolidated but also standardized, making it easier to analyze and derive insights for planning marketing strategies.
Adverity Standout Features and Integrations
Features include a data quality suite that proactively monitors your data for anomalies, duplicates, and other issues, ensuring your data remains reliable for planning initiatives. Adverity also offers AI-powered insights, allowing you to ask questions in natural language and receive instant answers, making data analysis more accessible.
Integrations include Google, Meta, TikTok, Google BigQuery, Looker Studio, Facebook Ads, Amazon Advertising, Hubspot, Salesforce, Amazon S3, Snowflake, and Microsoft Azure.
Pros and cons
Pros:
- Scalable for businesses of various sizes
- Can harmonize data from various sources
- Provides the ability to create personalized dashboards
Cons:
- Certain features may require technical knowledge
- The initial setup can be complex and time-consuming
New Product Updates from Adverity
Adverity Simplifies Data Conversations With New Editing and Export Tools
Adverity has enhanced its Data Conversations feature with new tools for exporting tables to Google Sheets and improving notebook editing. These updates make it easier to share insights and manage analytics documentation efficiently. For more information, visit Adverity's official site.
Sprout Social is a comprehensive social media management platform designed to help businesses effectively manage their online presence. It offers tools for scheduling posts, engaging with audiences, and analyzing performance across various social media channels.
Why I Picked Sprout Social: One reason I like Sprout Social is its advanced publishing capabilities. The platform allows you to plan, create, and schedule content across multiple social networks from a single interface. This ensures consistent messaging and helps maintain a cohesive brand voice. Additionally, Sprout Social's content calendar provides a clear overview of your scheduled posts, making it easier to manage campaigns and identify content gaps.
Sprout Social Standout Features & Integrations
Key features include in-depth reports that help you measure the effectiveness of your social media strategies. You can track key performance indicators such as engagement rates, audience growth, and post-performance. The platform also has social listening, which allows you to monitor conversations about your brand and industry, providing valuable insights into audience sentiment.
Integrations include Facebook, Instagram, LinkedIn, Pinterest, Threads, TikTok, X (formerly Twitter), YouTube, Facebook Messenger, WhatsApp, Salesforce Marketing Cloud, and Tableau.
Pros and cons
Pros:
- Advanced scheduling features
- Smart Inbox consolidates messages from multiple platforms
- Robust analytics provide valuable insights into campaign performance
Cons:
- May be pricey for smaller businesses
- Some integrations limited to higher-tier plans
New Product Updates from Sprout Social
Sprout Social's New Design to Draft Integration
Sprout Social now allows designs from Canva and Adobe Express to be sent directly as draft posts. This update offers a more efficient way of integrating design tools with your social media management processes. For more information, visit Sprout Social's official site.
Enji is marketing planning software built for small businesses and solopreneurs. It combines campaign planning, social media scheduling, and performance tracking into one platform, helping you stay organized and consistent without requiring advanced marketing expertise.
Why I Picked Enji: One reason I like Enji is its AI copywriter. It generates blog posts, captions, and other content tailored to your brand’s voice, which can save you time when you don’t have a dedicated writer. I also found its drag-and-drop marketing calendar helpful for keeping campaigns organized and visible at a glance. These two features together make it easier to maintain consistent marketing activity even with limited resources.
Enji Standout Features & Integrations
Key features include a performance dashboard that tracks KPIs and highlights what’s working, branding tools that keep assets consistent across campaigns, and media kit creation for professional outreach.
Integrations include Facebook, Instagram, LinkedIn, Pinterest, YouTube Shorts, Threads, TikTok, Google Analytics 4, iCal, Canva, and Google Calendar.
Pros and cons
Pros:
- Helpful brand asset manager
- Strong AI copywriting tool
- Easy-to-use content calendar
Cons:
- Occasional bugs with scheduling
- Limited advanced marketing tools
Best for planning campaign goals and tracking performance
HubSpot serves as a comprehensive platform that focuses on marketing, sales, and customer relationship management. Its aim is to assist businesses in drawing in visitors, converting leads, and closing deals. It provides an extensive array of tools for content management, email and social media marketing, and reporting and analytics.
Why I Picked HubSpot: HubSpot stands out as exceptional marketing planning software with its powerful features designed for detailed campaign management. The platform enables marketers to design, oversee, and evaluate all their campaigns from a unified dashboard. Equipped with tools for setting campaign goals, monitoring performance indicators, and managing budgets, HubSpot acts as a central hub for all marketing planning activities. Its user-friendly interface and sophisticated analytics make it simple for businesses to plan and implement marketing strategies efficiently and effectively.
HubSpot Standout Features and Integrations
Features include its content calendar, which aids in organizing and scheduling content across multiple channels, ensuring timely and consistent marketing efforts. The marketing automation feature streamlines repetitive tasks like email marketing and social media posting, freeing up time for strategic initiatives. Furthermore, lead scoring prioritizes prospects based on their engagement levels, ensuring marketing efforts target high-potential leads.
Integrations include Salesforce, Google Analytics, Mailchimp, Slack, Zapier, Microsoft Dynamics, Shopify, WordPress, Eventbrite, SurveyMonkey, Zendesk, QuickBooks, Stripe, Trello, Asana, and GoToWebinar.
Pros and cons
Pros:
- Intuitive platform
- Good automation capabilities
- Integrated sales, marketing, and CRM tools
Cons:
- Free version has limited features
- Can get expensive with more advanced features
Runrun.it is a marketing planning software that allows you to organize all your team’s work on one centralized platform. The business intelligence tool inside the platform can also help you track the most vital details so you can make the best decisions and prioritize work. You’ll understand where any bottlenecks are, which tasks are the most time-consuming, and when team members can handle a specific demand.
Why I Picked Runrun.it: RunRun.it offers comprehensive project management functionalities, allowing marketing teams to create and assign tasks, set priorities, and track progress. It provides a centralized hub for collaboration, enabling seamless communication and file sharing among team members. The platform's time tracking and reporting features enable teams to monitor project costs and measure the performance of marketing activities. You can tap into dozens of project templates to quickly build out your strategy and also standardize processes by building templates of your own from scratch.
Runrun.it Standout Features & Integrations
Key features include its AI-powered task prioritization and its integrated time tracking capabilities. RunRun.it's AI-driven task prioritization analyzes factors such as due dates, dependencies, and team availability to intelligently prioritize tasks, helping teams focus on the most critical and time-sensitive assignments. Additionally, RunRun.it's integrated time tracking allows team members to track the time spent on each task accurately.
Integrations include over 4000 other applications through Zapier, which requires a separate subscription and may incur additional costs. These applications include Microsoft Teams, Zendesk, Salesforce, Google Analytics, and Slack. You can also use their Restful API to build your own.
Pros and cons
Pros:
- Free plan for 5 users
- Can automate repeating tasks
- Dozens of project planning templates
Cons:
- Mobile app has limited functionality
- Lack of native integrations
Google Analytics is a data tool that collects and displays in-depth website data that marketing teams can use to create more helpful marketing plans.
Why I picked Google Analytics: I wanted to add a solution that can provide this data for you when you’re creating new marketing plans. Google Analytics isn’t a marketing planning tool per se, but it provides in-depth data you can use to create the best possible plan for future campaigns. It automatically detects and surfaces actionable insights from your website’s data, such as new trends, crucial changes, and other growth opportunities you can capitalize on and create new marketing plans around.
Google Analytics Standout Features and Integrations
Features available from the Google Analytics dashboard include the ability to integrate with various tools that will help your teams use the data as necessary to make robust marketing plans. You can integrate the platform with your marketing tools to create a simple workflow to analyze the data.
Integrations available with Google Analytics include over 1,000 options, including GetResponse, Improvado, Jotform, Mailchimp, Orange Logic, Salesforce, SEMrush, Smartlook, Zendesk, Zoho CRM, and other software options. If you have a paid Zapier account or someone on your team with development expertise, you can create custom integrations with Google Analytics.
Pros and cons
Pros:
- Simple data exporting.
- Shows where marketing is lacking.
- Top-line data tracking.
Cons:
- Confusing dashboard.
- Steep learning curve.
Trello is a simple platform that provides an adapted version of a Kanban board that visualizes marketing plans.
Why I picked Trello: One of the reasons why I started this list is Trello’s Kanban board approach which makes collaboration simple for any sized marketing team. Trello incorporates a system of workspaces that contains boards, which contain cards or lists of cards you can use to add tasks and assign each card to individuals or entire teams. You can use Trello to map your marketing campaigns and workloads in boards, timelines, and other beneficial views to match your needs.
Trello Standout Features and Integrations
Features that are available within the Trello platform include its automation capabilities, where you can create rules, buttons, and commands to handle almost any action. Each plan from Trello supports automation to help improve team performance by allowing you to automate actions, such as task updates.
Integrations are available to help your team get work done by connecting with popular applications you’re probably already using. These include Automate.io, Beeminder, Clockify, Hubstaff, Intercom, Jira Cloud, Pipedrive, Salesforce, Slack, Zoho Cliq, and other software options. Trello also supports custom connections for those with a paid Zapier account.
Pros and cons
Pros:
- Excellent third-party integrations.
- Enables real-time collaboration.
- Clean, user-friendly design.
Cons:
- Customizing the platform is complex.
- Creating multiple boards and cards is tedious.
Buffer helps businesses and individuals plan effective content schedules to increase results on social media.
Why I picked Buffer: If you already have an idea of the content you want to publish on different social media networks, Buffer can help you plan out the most efficient posting schedule. Buffer puts you in complete control of what you share and when by helping you queue content using an automated schedule, or you can use a custom time for every post. The calendar view provides a quick overview of the content you have waiting for publishing so you can make any necessary changes.
Buffer Standout Features and Integrations
Features that make Buffer an excellent choice for marketing planning are the in-depth insights the tool provides to help you monitor your social media campaigns’ performance. You get a single dashboard that provides insights into social media networks, such as Facebook, Twitter, and LinkedIn. Buffer can also generate fully customized reports that are shareable with teams and stakeholders.
Integrations from Buffer that will help you create effective marketing plans include over 100 third-party applications. These include Audiense, CoSchedule, Google Drive, Klipfolio, Mailchimp, ProjectManager, PromoRepublic, Slack, Trello, Zoho Flow, and other software options. You can also create custom connections with a paid Zapier account.
Pros and cons
Pros:
- Top-notch analytics.
- Straightforward scheduling tools.
- Customizable reports.
Cons:
- Large volumes of data slow it down
- No email notifications.
Asana helps distributed marketing teams orchestrate their campaign plans so they can move faster and accomplish more no matter where they are.
Why I picked Asana: I wanted to add Asana to this article because it has a strong focus on streamlining processes to save time and eliminate older methods like email. It has a real focus on marketing with capabilities that help you manage multiple, real-time creative workstreams. Asana allows you to set marketing goals and quickly assign tasks and track them, which makes this beneficial for those with distributed teams.
Asana Standout Features and Integrations
Features available within Asana that make it an excellent option are its ability to help you organize marketing plans and keep everyone involved on schedule. Asana provides templates to help you fast-track your marketing campaigns, or you can create tailored workflows to match your team’s requirements.
Integrations that are available with Asana include native integrations that are popular with marketing teams, such as Canva, Figma, Google Drive, InVision, Jira Cloud, Microsoft Office 365, Microsoft Teams, Power BI, Salesforce, Slack, and other software options. If you have a paid Zapier account or have developer expertise, you can create custom integrations to fit your needs.
Pros and cons
Pros:
- Keeps teams on track.
- Ranks what’s most important.
- Intuitive and easy to use.
Cons:
- Free plan is limited.
- Steep learning curve.
Mailchimp helps businesses bright audience data and insights together to help their marketing teams create high-performing email marketing campaigns.
Why I picked Mailchimp: If you’re looking to create an email marketing campaign to add to your current campaigns, Mailchimp can help you map out your campaigns and manage them from one platform. Mailchimp provides a calendar tool that allows you to monitor all of your campaign’s tasks, touchpoints, and reporting through a single source of truth. The software can help you get an overview of your email campaign’s performance across multiple marketing touchpoints.
Mailchimp Standout Features and Integrations
Features that make Mailchimp stand out from the rest include its segmentation tools that simplify processes for targeting audiences based on behavior and interests. This can enhance your marketing plans if you need to focus on specific customers so you can plan your campaign around them.
Integrations in Mailchimp that will help simplify your campaigns include over 300 options, such as Adobe Photoshop, AgencyAnalytics, Asana, Canva, Google Analytics, Mixpanel, Monday.com, SugarCRM, Whatagraph, Zendesk, and other software options. You can also use a paid Zapier account to create custom integrations.
Pros and cons
Pros:
- Cost-effective.
- Automated customer journeys.
- Easy to use.
Cons:
- Drip campaigns are complex to establish.
- Managing audiences is challenging.
ActiveCollab is a super easy-to-use marketing planning software that helps you organize tasks, plan your team’s tasks, and monitor everything from one platform. When using the software, you can set priorities and collaborate with clients and team members in real time. You can also track the time it takes to complete tasks and track your budget.
Why I Picked ActiveCollab: ActiveCollab can be effectively used for marketing planning, particularly by agencies, with a strong focus on its billing and invoicing for work done. The platform allows agencies to create detailed project plans, set milestones, assign tasks, and track progress. With its integrated time tracking feature, agencies can accurately track billable hours for each team member, ensuring accurate client billing. ActiveCollab also integrates with payment gateways like PayPal and Stripe, so clients can pay for services rendered with ease.
ActiveCollab Standout Features & Integrations
Key features include comprehensive time tracking functionality, allowing users to track the time spent on tasks and projects effortlessly. This feature helps teams monitor productivity, accurately estimate project timelines, and analyze resource allocation. Additionally, ActiveCollab's integrated invoicing feature streamlines the billing process by generating professional invoices based on tracked time and project expenses. This eliminates the need for separate invoicing tools, saving time and simplifying financial management.
Integrations include Google Drive, Dropbox, Trello, Basecamp, Asana, Wrike, Slack, Hubstaff, TimeCamp, QuickBooks, Authorize.Net, Braintree, PayPal, Stripe, and TestLodge. You can access more integrations through Zapier, but that requires a separate subscription and may incur additional costs.
Pros and cons
Pros:
- Easy to learn & use
- Time-tracking & invoicing capabilities
- Useful built-in collaboration tools
Cons:
- Only one asignee per task
- More customization options welcomed
GoodDay is an integrated marketing planning and work management solution that provides businesses with advanced planning, management, and tracking capabilities in one platform. You can customize workflows with an agile board and unlimited hierarchies, which provides you with an overview of all assignments, tasks, and teams.
Why I Picked GoodDay: GoodDay allows you to manage your marketing processes with a scheduler, task and time tracker, and daily timesheets. The platform can support your entire work processes end-to-end and automate many of your routine management actions. GoodDay’s expansive set of features allows you to build and customize solutions that reflect and compliment your processes instead of making you change them to fit the platform. With GoodDay, you'll be able to fully configure project workflows, create custom task and project types, add unique field types, and set-up custom views.
GoodDay Standout Features & Integrations
Key features include its customizable workflows and its extensive integrations. GoodDay offers flexible workflow customization, allowing teams to design and adapt their project management processes to align with their specific needs and preferences. Plus, GoodDay boasts a wide range of integrations with popular tools and platforms, such as Google Drive, Slack, Jira, and Trello. These integrations enhance collaboration and streamline the flow of information across different systems.
Integrations include Google Workforce, Slack, and Google Drive. The platform also integrates with over 1,300 applications through Zapier, though that requires a separate subscription and may incur additional costs. If needed, GoodDay has an API that can integrate with any existing systems and workflows.
Pros and cons
Pros:
- Robust automation & scheduling
- Highly customizable
- Offers built-in asset management
Cons:
- Not appropriate for complex projects
- CRM functionality could be better
Seimsic is a powerful sales enablement platform designed to empower marketing teams by providing comprehensive tools and resources to enhance their sales efforts. With features like content management, analytics, and personalized training, Seimsic helps marketers optimize their strategies, boost productivity, and drive revenue growth.
Why I Picked Seismic: Seismic serves as a crucial asset for large teams and enterprises by providing robust support for their sales and marketing strategies. With its centralized content management system, it enables efficient organization and distribution of marketing collateral, ensuring that teams have access to up-to-date and relevant materials. Additionally, Seismic's analytics capabilities allow for data-driven insights, enabling teams to track engagement, measure performance, and make informed decisions to optimize their strategies. The platform also offers personalized training and coaching, empowering teams to enhance their skills and knowledge.
Seismic Standout Features & Integrations
Key features intelligent content automation feature sets it apart from competitors. It utilizes artificial intelligence and machine learning algorithms to automatically tag, categorize, and recommend relevant content based on user behavior, preferences, and engagement data. Seismic also stands out by offering seamless integration with a wide range of sales enablement tools and platforms, creating a unified ecosystem for sales and marketing teams. It integrates with CRM systems, marketing automation tools, and email platforms.
Integrations include Microsoft platforms, Google services, and the Salesforce suite.
Pros and cons
Pros:
- Content creation automation with LiveDocs
- Robust digital asset management (DAM)
- Scalable for large enterprises
Cons:
- No free trial to try before you buy
- Not cost-effective for small teams
Mediatool is a cloud-based marketing platform that helps marketing teams plan, measure, and report on their activities. The platform gives a complete overview of campaigns’ performance in real-time and helps you make better decisions by combining plans and results from data. When using the software, you can monitor expenses and filter data by brand, market, product, media type, or promotional channels.
Why I Picked Mediatool: Mediatool functions as a comprehensive marketing planning tool with robust media management capabilities. The platform enables marketing teams to efficiently plan, execute, and analyze their media campaigns in one centralized hub. Mediatool allows users to set campaign objectives, define target audiences, allocate budgets, and schedule media placements across various channels. Its media management capabilities include features such as media inventory management, media buying, and performance tracking. Users can track media spend, monitor campaign performance, and generate detailed reports to evaluate the effectiveness of their media efforts.
Mediatool Standout Features & Integrations
Key features include advanced media analytics capabilities, allowing users to track and analyze the performance of their media campaigns in-depth. With detailed insights into impressions, clicks, conversions, and other relevant metrics, users can make data-driven decisions to optimize their media strategies. Mediatool also provides a Collaboration Hub that facilitates seamless communication among team members, clients, and stakeholders. This feature enables real-time communication, task management, and document sharing.
Integrations include Google Analytics, Adform, and Google Campaign Manager.
Pros and cons
Pros:
- Good for complex, integrated marketing
- Set budgets & KPIs
- Create tailor-made reports
Cons:
- Lengthy onboarding process
- Cluttered UI difficult to navigate
ConvertKit enables marketing teams to create ideal customer journeys and ensure emails reach the right people.
Why I picked ConvertKit: The automations that you can set up can be set up quickly and be as complex as necessary. ConvertKit provides a visual builder that will help you map out your interactions with an audience and guide them through their journeys. You can use ConvertKit to build automations with single or multiple entry points to ensure your audience goes down the customer journey you build for them. The automations you build can instantly react to your audience’s behavior, so every email they receive from you is relevant to where they are in your customer journey.
ConvertKit Standout Features and Integrations
Features include tools that will keep your emails relevant to your audience, thanks to its audience management system. With these tools, you can tag, segment, and organize audiences based on behavior and interests to keep your messages from ending up in their spam folders.
Integrations are available, including applications such as Acuity Scheduling, AgencyAnalytics, ClickFunnels, Coda.io, DeBounce, Monday.com, Outgrow, Personalizely, SegMetrics, WordPress, and other software options. You can also use Zapier’s paid account or ConvertKit’s API to create custom integrations.
Pros and cons
Pros:
- Intuitive list management features.
- Simple navigation.
- User-friendly.
Cons:
- Needs more tracking metrics.
- Pricing can become expensive.
MyMarketingMate helps business owners and marketing managers of any size and industry create effective marketing plans. The platform allows you to streamline your marketing planning and track your plan’s progress towards your targets. The software is an excellent choice whether you’re a seasoned professional or have never created a marketing plan before.
Why I Picked MyMarketingMate: One of MyMarketingMate’s most interesting capabilities lies in its marketing plan wizard, which helps you create your plan in a few steps. When creating your marketing plan using the wizard, the platform provides tips and ideas throughout the process when creating a plan from scratch. The system also offers a suite of ready-made plans that are populated with proven strategies for specific goals and industries. This makes it a great tool for beginners who might have not used work planning or project managing tech before.
MyMarketingMate Standout Features & Integrations
Key features include its AI-powered marketing recommendations and its integrated marketing calendar. MyMarketingMate leverages artificial intelligence to provide personalized marketing recommendations based on data analysis and industry insights. Plus, MyMarketingMate's integrated marketing calendar allows users to visualize and manage their marketing activities in a single interface. It enables businesses to plan and track their marketing campaigns, schedule content releases, and coordinate cross-channel efforts.
Integrations are not listed on their site.
Pros and cons
Pros:
- Plenty of templates to choose from
- Step-by-step wizard to get started
- Completely marketing focused
Cons:
- Not cost effective for small teams
- Lack of integrations
Keen is a powerful marketing planning software designed to help businesses streamline their marketing strategies and achieve their goals. With its user-friendly interface, customizable features, and comprehensive planning tools, Keen empowers marketing teams to collaborate, track progress, and make data-driven decisions.
Why I Picked Keen: Keen is a robust marketing planning software that excels in budgeting and financial analytics. The platform offers intuitive budgeting tools that allow marketing teams to create, allocate, and track budgets for their campaigns. With Keen, businesses can easily set budget goals, monitor spending, and make informed financial decisions. Furthermore, Keen provides advanced financial analytics capabilities, enabling teams to analyze the performance of their marketing initiatives, measure return on investment (ROI), and gain valuable insights into cost-effectiveness.
Keen Standout Features & Integrations
Key features include predictive analytics to provide users with insights into future campaign performance based on historical data and industry benchmarks. This feature helps marketing teams make informed decisions, optimize their strategies, and anticipate potential outcomes. Additionally, Keen's campaign performance tracking enables users to monitor and evaluate the success of their marketing campaigns in real-time.
Integrations include AMP and Pixlee TurnTo. Their API offers a further means to build two-way data sync with other platforms but developer/IT support is required in most cases.
Pros and cons
Pros:
- Mixed media modeling + multi-touch attribution
- Budgeting & financial analytics
- Predictive campaign analytics
Cons:
- Costly API (no data usage caps)
- Lack of integrations
impact.com is a powerful partnership automation platform tailored to assist businesses in creating, managing, and optimizing their diverse partnership programs.
Why I picked impact.com: This platform is unique in that it focuses on partnership marketing. Its reporting and analytics tools are the key to helping businesses plan their partnership strategies effectively. Users can analyze the incremental value each partner brings and plan partner commissions based on various factors such as new versus returning customers, cart size, and SKU category. impact.com also has a forecasting tool to strategize for the future and an anomaly detection tool to predict and prevent future roadblocks and failures.
impact.com Standout Features and Integrations
Features include support for a wide range of partnerships, including affiliates, influencers, mobile apps, B2B partners, ambassadors, and media publishers. It also offers features like custom contracting, automated payouts, cross-device tracking, fraud monitoring, and a marketplace to discover and recruit ideal partners.
Integrations include Shopify, Adobe Commerce (Magento), WooCommerce, Ecwid, BigCommerce, Salesforce, HubSpot, Stripe, Adjust, Branch, AppsFlyer, and Google Tag Manager.
Pros and cons
Pros:
- Fraud detection and monitoring system
- Good tracking system for partnership performance
- Supports a wide range of partnership types
Cons:
- Can be costly for smaller businesses
- Can take time to learn the platform
Other Marketing Planning Software
Here are some additional marketing planning software options that didn’t make it onto my shortlist, but are still worth checking out:
- BrandMaker
Marketing resource management (MRM)
- MarketPlan
For dynamic marketing plan maps
- GanttPRO
For managing projects with Gantt charts
- ClickUp
For efficient project management and collaboration features
- monday.com
For workload planning
- Semrush
For market research
- Hootsuite
For planning social media campaigns
- Planview
Goals-based marketing planning software
- Aha
For product management
- Productboard
For non-technical users
- Odoo
Open source marketing tool
- OnTrack Workflow
For sales enablement
- Kantata
For complex projects
Marketing Planning Software Selection Criteria
When selecting the best marketing planning software to include in this list, I considered common buyer needs and pain points like improving cross-team collaboration and enhancing campaign tracking. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Campaign planning and scheduling
- Task and deadline management
- Resource allocation
- Collaboration and communication
- Budget tracking
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven insights and recommendations
- Customizable dashboards
- Advanced analytics and reporting
- Integration with CRM tools
- Mobile app functionality
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation
- Minimal learning curve
- Responsive design
- Customization options
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Chatbot assistance
- Live webinars and workshops
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat support
- 24/7 customer service
- Comprehensive help center
- Community forums
- Email and phone support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Feature set relative to price
- Scalability with business growth
- Free trial or demo availability
- Flexible pricing plans
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly reported issues
- Praise for specific features
- Feedback on customer support
- User recommendations
How to Choose Marketing Planning Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Can the software grow with your team? Consider future needs and whether the tool can handle increased users and data without slowing down. |
| Integrations | Does it connect with your existing tools? Check for native integrations with your CRM, email, and other marketing tools to avoid workflow disruptions. |
| Customizability | Can you tailor it to fit your processes? Look for options to adjust dashboards, reports, and workflows to match your team's specific needs. |
| Ease of use | Is it user-friendly? Evaluate the interface and ask if your team can navigate it easily without extensive training. |
| Implementation and onboarding | How quickly can you start using it? Assess the onboarding process, including available training resources and the time required to get up and running. |
| Cost | Does it fit your budget? Compare the pricing plans, including hidden fees or additional costs for upgrades or extra features. |
| Security safeguards | How secure is your data? Ensure the software complies with industry standards and offers encryption, backups, and data protection measures. |
| Support availability | Is help available when you need it? Check for 24/7 support options, response times, and the availability of customer service channels. |
Trends in Marketing Planning Software for 2025
These current digital marketing trends and insights can inspire your marketing planning initiatives. They can speak to the types of marketing planning software you'll need if you spot an area where you're lacking.
- Consumers are 2.4 times more likely to say that user generated content (UGC) is more authentic than brand-created content
- Social commerce (shopping directly on social media) is expected to exceed 100 million buyers by the end of 2023
- 82% of consumers want brands to prioritize people and the planet so plan with sustainability in mind
- TikTok has approximately 1 billion monthly active users; your marketing planning should incorporate short-form video in some significant fashion
- Video content generates 1200% more social shares compared to text or photo content
- Personalized marketing content is 60% more likely to encourage repeat purchases
What Is Marketing Planning Software?
Marketing planning software is a tool that helps teams organize and execute their marketing strategies effectively. Typically used by marketing professionals and project managers, it provides value by enhancing collaboration and improving campaign management. Task management, budget tracking, and timeline planning features help with coordinating efforts and achieving marketing goals. Overall, these tools make it easier to plan, execute, and measure marketing activities efficiently.
Features
When selecting marketing planning software, keep an eye out for the following key features:
- Task management: Organizes tasks and deadlines to keep your team on track and ensure timely project completion.
- Budget tracking: Monitors expenditures and helps you stay within budget, providing financial oversight for campaigns.
- Timeline planning: Offers visual timelines to manage project schedules and coordinate team efforts effectively.
- Collaboration tools: Facilitates communication and teamwork by providing platforms for sharing ideas and updates.
- Customizable dashboards: Allows you to tailor views according to your team's needs for better project insights.
- Analytics and reporting: Provides detailed insights into campaign performance, helping you make informed decisions.
- Integration capabilities: Connects with existing tools like CRM and email platforms to maintain workflow continuity.
- Security safeguards: Ensures data protection with encryption and compliance with industry standards.
- Training resources: Offers onboarding support with videos, tutorials, and guides to help users get started quickly.
- Mobile app functionality: Enables access to tools and data on-the-go, ensuring flexibility and convenience for users.
Benefits
Implementing marketing planning software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved collaboration: Facilitates better teamwork by providing tools for communication and sharing information.
- Enhanced organization: Keeps tasks, deadlines, and budgets in order, making project management more efficient.
- Data-driven decisions: Offers analytics and reporting features that help you make informed choices based on real-time data.
- Increased productivity: Streamlines processes with task management and automation, allowing your team to focus on strategic activities.
- Financial oversight: Tracks budgets and expenses, giving you control over financial resources and preventing overspending.
- Flexibility and access: Provides mobile app functionality so your team can manage projects anytime, anywhere.
- Secure data management: Ensures your information is protected with security measures like encryption and compliance with industry standards.
Costs & Pricing
Selecting marketing planning 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 marketing planning software solutions:
Plan Comparison Table for Marketing Planning Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic task management, limited dashboards, and basic reporting. |
| Personal Plan | $5-$25/user/month | Task management, custom dashboards, and basic collaboration tools. |
| Business Plan | $25-$50/user/month | Advanced analytics, enhanced collaboration, and budget tracking. |
| Enterprise Plan | $50-$100/user/month | Custom integrations, dedicated support, and advanced security features. |
Marketing Planning Software FAQs
Here are some answers to common questions about marketing planning software:
How do I evaluate the security of marketing planning software?
Check for industry-standard security features like encryption and compliance with data protection regulations. Ask vendors about their security protocols and look for third-party certifications. You might also want to read user reviews to see if there have been any security concerns.
Is technical support available for marketing planning software?
Yes, most vendors offer technical support, but the level varies. Look for 24/7 support or dedicated account managers if your team needs extensive help. Check if there are multiple support channels like phone, email, or live chat. User forums and knowledge bases can also be valuable resources.
How do you ensure your team adopts the chosen marketing planning software successfully?
Successful adoption starts with your setup and rollout. Introduce the tool with a pilot project, train core users, and establish clear workflows. Make sure you document responsibilities (who does what) and set your cadence (when tasks move, when reviews happen). Finally, gather feedback after a few weeks and be ready to make tweaks so the tool supports your actual work, not a theoretical process.
How can you measure whether your marketing planning software is delivering value to your team?
To gauge value, pick a few meaningful metrics upfront—for example, fewer missed deadlines, clearer campaign visibility, or faster task hand-offs. After a set period (say three months), compare the state before and after adoption. You’ll know the software is working when tasks are easier to track, your reviews are on time, and you spend less time in status meetings.
How do you scale the use of marketing planning software as your campaigns and team grow?
As your team and campaign volume grow, you’ll want a tool that can handle more users, more channels, and more simultaneous projects without breaking down. That means having clear user roles, governance rules, standardized templates and maybe even naming conventions. You’ll also want to review the tool’s performance periodically: are dashboards still helpful, are bottlenecks increasing, is training still working for newcomers?
What’s Next:
If you're in the process of researching marketing planning software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
