20 Best Marketing Workflow Software Reviewed For 2025
Best Marketing Workflow Software
Our one-on-one guidance will help you find the perfect fit.
Are scattered feedback, repetitive tasks, and siloed teams slowing your marketing efforts? The right marketing workflow software tackles this by streamlining your core jobs-to-be-done like planning, creating, reviewing, and launching campaigns, so team collaboration becomes smoother and more efficient. I’ve combined my real-world marketing experience with our software review system to bring you the best workflow management tools, highlighting the key features that boost productivity, eliminate busywork, and keep your campaigns on track.
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The Best Marketing Workflow Software Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for customizable workflow automation | 7-day free trial | Pricing upon request | Website | |
| 2 | Best for universal work management | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
| 3 | Best for review and approval workflows | Free version available | From $7/user/month (billed annually) | Website | |
| 4 | Best for centralized workflows | 15-day free trial | From $8/user/month | Website | |
| 5 | Best unified workspace | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website | |
| 6 | Best for comprehensive CRM integration | Free plan + demo available | From $800/month + $45/month for additional seats | Website | |
| 7 | Best spreadsheet-like framework | 14-day free trial | From $20/user/month (billed annually) | Website | |
| 8 | Best for startups and small businesses | 14-day free trial | From $5/user/month (billed annually) + free plan available | Website | |
| 9 | Best for marketing client workflows | 30-day free trial | From $10.99/user/month (min 3 users, billed annually) | Website | |
| 10 | Best for cross-functional teams | 30-day free trial | From $10.99/user/month (billed annually) + free plan available | 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 Workflow Software Reviews
Here is my evaluation of each marketing workflow software, including the features, screenshots, and pros and cons of each option, to help you feel confident selecting one for your business.
Screendragon is a work management platform designed for marketing, agency, and professional services teams. It combines project management, workflow automation, and resource management into one solution.
Why I picked Screendragon: I like its customizable workflow automation. You can create workflows that match your team's specific processes, ensuring tasks move smoothly from one stage to the next. This customization reduces manual work and keeps everyone on the same page. Additionally, Screendragon's online proofing tool allows you to mark up various media types and collaborate in real-time, speeding up the review and approval process.
Screendragon Standout Features and Integrations
Features include resource management, automated scheduling, project templates, time tracking, digital asset library, budget and estimate management, advanced permissions, visual task management, real-time insights, custom reports, AI-driven recommendations, and capacity planning heatmaps.
Integrations include MS Power BI, Slack, MS Teams, Zapier, Google Drive, Trello, Microsoft 365, Box, Jira, Microsoft OneDrive, and PeopleSoft.
Pros and cons
Pros:
- Integrates various tools like project management and budget tracking
- Good resource planning features
- Can tailor the platform to your specific needs
Cons:
- The platform's depth can lead to complexity
- Time-consuming setup
Wrike is a project management and collaboration tool that aims to assist teams in organizing and managing their work. The platform provides a centralized space for teams to collaborate on projects, manage tasks, and track progress.
Why I picked Wrike: I selected Wrike for this list because it is structured to assist marketing teams in organizing and managing their tasks, which in turn can lead to improved productivity and outcomes. The software encompasses project management, task management, and resource management features. Wrike also offers a variety of resources, including training, certifications, and support, to aid marketing teams in establishing consistent and efficient workflows.
Wrike Standout Features and Integrations
Features include built-in proofing tools, which allow for easy review and approval of creative assets within the platform. Wrike also features cross-tagging, which allows users to tag tasks across different folders and projects for better organization and tracking, and an approval process for reviewing and signing off on tasks and documents.
Integrations include native connections with your favorite tools, including Salesforce, Tableau, Miro, Zoom, Google Drive, Microsoft OneDrive, GitHub, Jira, Slack, and Dropbox.
Pros and cons
Pros:
- Bugs are easy to log
- Flexible and easy-to-use
- Offers all organizational tasks in one place
Cons:
- Configuration and customization may be complex for new users
- Analytics dashboard can occasionally take time to load
Smartsheet is a work management software that helps marketing teams manage their projects more effectively with features like digital asset management, dashboards and reports, and resource management.
Why I picked Smartsheet: I picked Smartsheet for its proofing workflows and automation capabilities. Firstly, the platform allows teams to collaborate with the ability to provide feedback directly on an asset, with review and approval mechanisms and version control built-in. Additionally, its automation features also allow users to build simple workflows for tasks like reminders using ready-made or custom templates.
Smartsheet Standout Features and Integrations
Features include multiple project views, like calendars, Gantt charts, cards, and grids, sharable reports, forms for internal and external stakeholders, and an AI assistant to help with the quick creation of graphs or contextual guidance. It also offers digital asset management and performance tracking with Brandfolder.
Integrations include Google Workspace, Jira, Microsoft Office 365, Box, DocuSign, Tableau, Salesforce, ServiceNow, Dropbox, Adobe Creative Cloud, Slack, OneDrive, Evernote, GitHub, and Zapier.
Pros and cons
Pros:
- Various reporting options available
- Real-time collaboration capabilities
- Automation features like workflows and formulas
Cons:
- Customization limitations
- Mobile app is not as robust as the web version
Qntrl is a workflow orchestration software that provides organizations with a platform to manage and automate business processes. It allows users to create, customize, and track workflows, facilitating collaboration and communication within teams.
Why I picked Qntrl: I chose Qntrl for this list because it centralizes workflows, people, information, and tools on a single platform. It is designed to provide visibility and control for department heads, enabling them to manage their teams' tasks and processes efficiently, including by tracking and analyzing marketing campaigns and performance. The software additionally facilitates workflow-centric collaboration, allowing team members to communicate and share information within the context of their workflows. Qntrl also automates processes to reduce manual work for tasks, such as follow-up emails and marketing collateral approval.
Qntrl Standout Features and Integrations:
Features include centralized request submission, which provides visibility and control over incoming tasks and processes. Qntrl also features real-time updates on the status of tasks and processes, enabling users to stay informed about progress and changes, as well as reporting tools and dashboards to track and improve operational KPIs.
Integrations include connections with some of your favorite tools, including the Google suite, MySQL, Mailchimp, HubSpot, Asana, Dropbox, and the Zoho suite of tools, such as Zoho Sheets, Zoho Forms, and Zoho Recruit.
Pros and cons
Pros:
- Simple and easy-to-use
- Provides excellent value for money
- Offers customizable work views
Cons:
- Could benefit from more third-party integrations
- Lacks training resources
Notion provides a unified workspace that allows marketing teams to manage campaign workflows and improve productivity.
Why I picked Notion: Having a unified workspace allows your teams to see what needs to be done, who’s working on what, and if there are any dependencies for their tasks, which is where Notion comes in. With Notion, you’ll get a platform that allows your team members to simultaneously work on marketing campaigns; you can even divide teams with their own workspace to allow them to focus on specific workflow functions. In each workspace, your teams can store ideas, take notes, manage tasks, collaborate together, and use other beneficial tools.
Notion Standout Features and Integrations
Features include note-taking tools that eliminate the need for third-party tools, such as Evernote or Google Docs, which you can keep private or share among your team. Notion also provides templates that will help you start new workflows; you can also create custom templates and share them with your team.
Integrations include over 160 native connections, such as Audienceful, ChatGPT, Clockify, Desktop.com, Google Drive, Miro, Momentum, Slack, SureTriggers, Trello, and other software options. Notion also allows you to create custom integrations with its API or through your paid Zapier account.
Pros and cons
Pros:
- Drag-and-drop functionality
- AI writing assistant
- Simple navigation
Cons:
- Search function needs work
- Performance can be slow
HubSpot Marketing is a comprehensive CRM integration tool that offers a wide range of features for marketing, sales, and customer service. Its unique selling point lies in its ability to integrate with CRM systems, making it a valuable tool for businesses looking for a complete solution to manage their customer relationships.
Why I picked HubSpot Marketing: HubSpot Marketing offers a wide range of tools and integrations for marketing, sales, content management, and customer service. It stands out for its ability to combine these functions effectively, making it a powerful tool when used together. Additionally, its user-friendly interface, robust capabilities, and seamless integration with other CRM platforms make it the best choice for businesses looking for a complete solution for their marketing and CRM needs.
HubSpot Marketing Standout Features and Integrations
Features include marketing automation software that allows users to create automated campaigns using workflows and bot builders, automate routine tasks with email and form automation, and extend campaigns across SMS and in-product marketing. Additionally, HubSpot provides free tools such as an online form builder, landing page builder, and email marketing tools.
Integrations include Gmail, Google Calendar, Outlook, Zapier, Google Ads, Facebook Ads, Zoom, Slack, LinkedIn Sales Navigator, Mailchimp, Instagram, Twitter, Salesforce, and Eventbrite.
Pros and cons
Pros:
- Access to HubSpot Academy
- Customizable smart content to match viewer profiles
- Integrated analytics
Cons:
- Data export limitations
- Limited A/B testing
Airtable provides a powerful, spreadsheet-like framework that enables marketing teams to create tailored workflow views. Organizations can use Airtable to create workflows on top of their shared data to connect teams and achieve goals.
Why I picked Airtable: I added Airtable to this list because, during my research, I discovered that it allows marketing teams to unite their data sources and create a single source of truth that will effectively connect workflows. Airtable provides a spreadsheet-like framework that allows you to create accessible and secure workflows with data models that can scale with your business as it grows. You can use the platform to quickly execute marketing workflows and make updates in real-time across your teams.
Airtable Standout Features and Integrations
Features include pre-configured applications based on industry best practices that allow you to get your marketing campaigns started right away. Airtable can also help your teams get work done faster thanks to its automation capabilities that will handle repetitive simple, or complex tasks.
Integrations include connections with the most important systems that you’re already using. These include connections with platforms such as Asana, Basecamp, Dropbox, Google Drive, Jira, Jotform, Salesforce, Slack, Trello, Zendesk, and other software options.
Pros and cons
Pros:
- Simple data importing
- Good drag-and-drop tool
- Easy to use
Cons:
- Steep learning curve
- Some views aren’t intuitive
Trello is an advanced workflow software that helps small businesses and startups increase productivity through organization and helps everyone work smarter. The platform removes distractions and helps keep everyone on track with intuitive boards, lists, assignments, and task cards.
Why I picked Trello: I wanted to add Trello to this list because of its ability to work well with small businesses that are ready for growth and efficiency. Trello works well as a simple marketing workflow tool for small businesses and startups because it allows them to build up to 10 boards per team for free, making it a perfect choice if you’re on a budget. It uses a Kanban board-style layout where you can create boards, add tasks and team members, and add specific details to each card, such as due dates, checklists, comments, and attachments.
Trello Standout Features and Integrations
Features include custom workflows that allow you to automate marketing tasks and organize projects. Trello also provides cards where you can store project details in one accessible area for your teams and enhance real-time collaboration.
Integrations include connections to systems that many marketing teams are already using. These integrations include 190 third-party applications such as Dropbox, Front, Jotform, Marker, Pipedrive, Salesforce, Slack, SureTriggers, Typeform, WireframePro, and other software options. You can also make custom connections with a paid Zapier account.
Pros and cons
Pros:
- Customizable workflow options.
- Facilitates collaboration
- Provides a visible work structure
Cons:
- Only provides one workflow view
- No time tracking
Teamwork is a workflow collaboration software that’s ideal for marketing agencies and teams that need a solution to manage client expectations. The platform can help marketing teams automate workflow processes and tasks.
Why I picked Teamwork: I added Teamwork to this list for agencies and teams that focus on client marketing campaigns. Teamwork allows you to create workflows and milestones, deadlines, and tasks for various client projects; you can also assign tasks to individuals, multiple team members, or entire teams or departments. Creating different workflows within Teamwork can be shaped by the results your clients want to see, who they’re targeting, and the marketing channels they want to use.
Teamwork Standout Features and Integrations
Features include a workload planner that will help you track all of your team members’ tasks to avoid any bottlenecks. You can also visualize workflows through several types of views, such as Kanban boards or Gantt charts.
Integrations include third-party integrations such as Bybrand, Easy Insight, HubSpot, Import 2, Microsoft Teams, Pabbly, Plecto, Slack, Stripe, Usersnap, and other software options. If you have a paid Zapier account, you can connect Teamwork to over 2,000 software applications.
Pros and cons
Pros:
- Customizable platform
- Helpful project reminders
- Simplifies marketing workflows
Cons:
- Free plan is limited
- Steep learning curve
Asana helps marketing teams connect complex tasks across multiple teams to help decrease duplicate work and increase visibility across various groups.
Why I picked Asana: Depending on the size of your organization, you might have multiple teams working on various marketing campaigns. So, I added Asana to this list because of its ability to coordinate multiple projects that might require the same tasks. You can use Asana to add the same task to multiple marketing campaign workflows and see them update automatically as they’re completed.
Asana Standout Features and Integrations
Features include multiple workflow views, such as Kanban boards, Gantt charts, and calendar views, that allow you to visualize your campaign lifecycles. Asana also allows you to create a standard intake process for clients or stakeholders that enables them to make changes or add requests to campaigns.
Integrations include connections with popular systems used by marketing teams to help teams work together and break down silos. These integrations include native connections with applications such as Campaign Monitor, Canva, Domo, Dropbox, Figma, Microsoft Teams, Pipedrive, Salesforce, Tableau, Trello, and other software options. If you need to make a custom integration with your current systems, you can use Asana’s API or a paid Zapier account to connect with the applications you’re already using.
Pros and cons
Pros:
- Customizable features and tools
- Easy to use
- Displays all tasks on one screen
Cons:
- Only assigns one person per task
- Features can be overwhelming
Other Options
To make this article as helpful as possible, I wanted to add more marketing workflow software options to help you find the tool that fits your needs. Here are other tools to consider during your search for new marketing workflow platforms.
- ProofHub
For team collaboration
- Keap
For marketing workflows for the sales pipeline
- Basecamp
For document storage and sharing
- Marketo
For triggered activities
- Ravetree
Marketing workflow with integrated CRM
- HubSpot Marketing Hub
For marketing workflow automation
- monday.com
For remote teams
- Zoho Projects
Cloud-based marketing workflow tool
- Hive
For customization
- Todoist
For to-do lists
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Selection Criteria For Marketing Workflow Software
Selecting the right marketing workflow 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 Marketing Workflow Software Functionality: 25% of total weighting score
- Campaign planning and management: Ability to create, plan, and track marketing campaigns across multiple channels.
- Content creation and management: Tools for creating, storing, and managing marketing content, including digital assets.
- Collaboration tools: Features that facilitate teamwork, such as shared calendars, task assignments, and progress tracking.
- Analytics and reporting: Comprehensive data analysis tools to measure campaign performance and ROI.
- Integration capabilities: Seamless integration with other tools such as CRM software, email marketing platforms, and social media channels.
Additional Standout Features: 25% of total weighting score
- Identifying unique features involves looking for innovative solutions that set a product apart, such as AI-driven insights for campaign optimization or advanced personalization engines for content and email marketing. Products that offer unique, cutting-edge features provide a competitive edge by addressing specific marketing challenges in novel ways. Testing for these features requires setting up real-world marketing scenarios to evaluate the impact on campaign performance and efficiency.
Usability: 10% of total weighting score
- A balance between powerful functionality and ease of use, with a clean, intuitive interface design. For marketing workflow software, this might include drag-and-drop calendars for scheduling, easy-to-use content editors, and straightforward campaign setup wizards. Usability testing focuses on how quickly a new user can perform essential tasks without assistance.
Onboarding: 10% of total weighting score
- Quick and straightforward onboarding processes are crucial. This includes the availability of training videos, customizable templates, interactive product tours, and support such as chatbots and webinars. Effective onboarding is measured by the time it takes for a new user to set up their first campaign or complete a typical workflow.
Customer Support: 10% of total weighting score
- Looking for responsive, knowledgeable support via multiple channels (email, phone, live chat). The quality of customer support is evaluated based on response times, the accuracy of the information provided, and the overall satisfaction of the interaction.
Value For Money: 10% of total weighting score
- Comparing pricing against features offered, scalability, and flexibility of plans. Value for money is assessed by analyzing how well the pricing aligns with the software's capabilities, the size of the team using it, and the volume of marketing activities it supports.
Customer Reviews: 10% of total weighting score
- Evaluating feedback from current and past users regarding their experiences. This includes looking at satisfaction levels with the software's features, usability, customer support, and overall impact on marketing efficiency. High-quality reviews often detail specific use cases and how the software addressed particular challenges.
By meticulously evaluating these criteria, businesses can choose a solution that not only meets their current needs but also supports their marketing efforts as they evolve.
How to Choose Marketing Workflow Software
With so many different marketing workflow software available, it can be challenging to make decisions on what marketing workflow software is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting marketing workflow software, consider the following:
- What problem are you trying to solve - Start by identifying the marketing workflow feature gap you're trying to fill to clarify the features and functionality the marketing workflow software needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who will be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the marketing team or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all, or speed for your marketing software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM or HR software. You'll need to decide if the tools will need to integrate together, or alternatively, if you can replace multiple tools with one consolidated marketing workflow software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare marketing workflow software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends in Marketing Workflow Software
Here are some trends I’ve noticed for KEYPHRASE 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.
Emerging Trends in Marketing Workflow Software
Here are some trends I’ve noticed for marketing workflow 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 with AI and Machine Learning: AI and machine learning technologies are becoming increasingly prevalent, offering sophisticated analytics, predictive modeling, and automation capabilities. These features streamline the decision-making process and optimize marketing strategies by predicting trends and customer behavior with high accuracy. Evidence of this trend can be seen in the latest updates from popular platforms, where AI-driven insights and recommendations have become a central feature for campaign optimization.
- Enhanced Personalization and Customer Experience Tools: There's a clear trend towards offering more advanced personalization features. Marketing workflow software is evolving to include tools that allow for dynamic content creation, segmented campaign management, and personalized customer journey mapping. This shift is in response to the growing demand for tailored marketing experiences, as demonstrated by the increased adoption rates of platforms that offer these capabilities.
- Rise of Omnichannel Marketing Features: As consumers engage across multiple platforms, the need for seamless omnichannel marketing strategies has become paramount. The most rapidly evolving marketing workflow software now includes enhanced features for managing and synchronizing campaigns across various channels, including social media, email, web, and mobile. This trend is supported by the expansion of omnichannel campaign management functionalities in several leading software updates.
- Data Privacy and Compliance Tools: With increasing concerns over data privacy and the introduction of stricter regulations, marketing workflow software is incorporating more robust data protection and compliance features. Tools that offer built-in compliance checks, data encryption, and secure data handling practices are becoming more popular, indicating a shift towards prioritizing data security in marketing operations.
- Decreased Emphasis on Manual Reporting: Manual reporting features are becoming less critical, thanks to the rise of automated reporting and analytics dashboards that offer real-time insights and customizable reports. This shift away from manual processes towards automation reflects the ongoing effort to save time and increase efficiency within marketing teams.
These trends are directly aligned with the needs of marketing professionals to optimize their strategies, enhance collaboration, ensure data privacy, and deliver personalized customer experiences.
What Is Marketing Workflow Software?
Marketing workflow software is a tool designed to organize and streamline the various tasks involved in marketing campaigns. The purpose is to facilitate planning, execution, and tracking of marketing activities, ensuring that projects are completed efficiently and on schedule. This software aids in automating repetitive tasks, managing deadlines, and coordinating team efforts, providing a clear overview of each campaign's progress.
Features of Marketing Workflow Software
The best marketing workflow software will provide various features to meet your needs. The number of features you get from a platform will depend on the vendor’s pricing plan, but you should consider choosing a solution that provides the following features.
- Campaign Management: You can use marketing workflow software to manage all marketing campaigns and perform tasks such as creating campaign timelines, setting goals and deliverables, finalizing budgets, and tracking campaign progress.
- Project Management: Marketers can use project management features within workflow platforms to effectively plan campaigns and include details such as task deadlines and assignees in a centralized, transparent environment.
- Task Management: This feature lets you create task lists for various campaign stages, delegate tasks to team members, and set deadlines to manage complex marketing campaigns and experience better results.
- Task Automation: Many marketing teams consist of various professionals, such as copywriters, designers, and data analysts, and task automation will enable you to create workflows that automate the movement of tasks between team members based on predefined criteria.
- Approvals and Compliance Management: Marketing workflow software will provide a transparent and centralized platform for feedback, collaboration, and sign-off to increase campaign efficiency and quality control.
- Project Views: Having different views of your marketing workflows, such as calendar, Kanban, Gantt, table, and team views, will help you better manage campaigns and make informed decisions to help you achieve your goals.
Benefits of Marketing Workflow Software
Marketing workflow software has become an indispensable tool for businesses looking to streamline their marketing processes, enhance efficiency, and drive better results from their marketing efforts. Here are five primary benefits of marketing workflow software for users and organizations:
- Enhanced Efficiency and Productivity: By automating repetitive tasks and streamlining marketing processes, users can focus on strategic activities. This shift not only saves time but also increases the overall productivity of the marketing team by allowing them to accomplish more in less time.
- Improved Collaboration and Communication: Marketing workflow software fosters a collaborative environment by providing tools that facilitate seamless communication and coordination among team members. This ensures that everyone is on the same page, reducing errors and enhancing the quality of marketing outputs.
- Data-Driven Insights and Decision Making: Access to real-time data and analytics enables marketers to make informed decisions based on actual performance metrics. This insight helps businesses to fine-tune their strategies, optimize campaigns, and achieve better outcomes by understanding what works and what doesn't.
- Streamlined Campaign Management: The ability to manage all aspects of a campaign from a single platform simplifies the marketing process, from planning and execution to analysis and optimization. This centralized approach not only saves time but also provides a holistic view of campaign performance.
- Increased ROI on Marketing Activities: By optimizing marketing processes and campaigns, businesses can achieve a higher return on investment. The software's ability to track performance and identify areas for improvement helps in allocating resources more effectively, ensuring that marketing spend delivers the best possible results.
By leveraging marketing workflow software, businesses can enhance their marketing efficiency, foster better teamwork, gain valuable insights, streamline their campaign management, and ultimately, increase their marketing ROI.
Cost & Pricing for Marketing Workflow Software
Selecting the right marketing workflow software is a crucial decision for businesses aiming to streamline their marketing processes. With a variety of plans and pricing options available, it's important for software buyers, especially those with little to no experience, to understand what each plan offers and how it aligns with their business needs. Here's a breakdown of the common plan options and their pricing to help you make an informed decision.
Plan Comparison Table for Marketing Workflow Software
| Plan Type | Average Price | Common Features Included |
|---|---|---|
| Basic | $20 - $50 per user/month | - Access for a limited number of users - Basic campaign management tools - Email marketing integrations - Basic analytics and reporting |
| Professional | $50 - $150 per user/month | - All features in Basic - Advanced campaign management tools - CRM integration - Enhanced analytics and reporting - Access for more users |
| Enterprise | $150 - $500+ per user/month | - All features in Professional - Custom integrations - Advanced AI and machine learning capabilities - Dedicated support and training - Unlimited users |
| Free | $0 | - Access for a very limited number of users - Basic campaign planning tools - Limited analytics |
When considering which plan to choose, it's essential to evaluate the size of your team, the complexity of your marketing campaigns, and the level of analytics and integration you require. Keep in mind that the best value comes from selecting a plan that closely matches your current needs while allowing for future growth.
Frequently Asked Questions
You may have some questions when searching for new marketing workflow software, and you’re not alone. So, I added some common questions that people ask during their search for new marketing workflow platforms, and I provided detailed answers for each one.
What are the different types of marketing workflow software?
There are different types of marketing workflow software that will handle various processes; these include:
- Content Marketing Workflows: Effective content marketing workflow software will ensure teams can plan, write, approve, publish, and monitor content performance; it helps teams produce content that’s relevant to target audiences.
- Email Marketing Workflows: These workflows can simplify email marketing processes and enhance the sales funnel process; email marketing workflow software will help teams achieve better outcomes and develop value from campaigns without much investment.
- Public Relations Workflows: Online public relations workflows help businesses find relevant media outlets and influencers to build relationships with them; these workflows also expand the effectiveness of outreach campaigns.
- Social Media Workflows: Appropriate social media workflow software simplifies the process for marketing teams, including everything from formulating content ideas to creating content and automating a posting schedule.
- Search Engine Marketing Workflows: The right search engine marketing workflow software will help teams manage and optimize marketing efforts, including everything involved with planning and executing long-term search engine marketing projects.
What’s the difference between a marketing workflow software, a project management tool, and an automation tool?
While these tools often overlap, they serve different core functions. A project management tool helps teams plan, assign, and track tasks, making it easier to stay on top of deadlines and deliverables. An automation tool, on the other hand, focuses on eliminating manual steps by automating actions like sending emails, updating statuses, or triggering follow-ups. Marketing workflow software combines elements of both: it brings structure like a project management tool and often includes built-in automation features tailored specifically for marketing processes, making it ideal for campaign planning, approvals, and cross-team collaboration.
Other Marketing Workflow Software Reviews
If you need to consider other marketing workflow software before making a final decision, here are some other tool reviews for you to look over.
- Marketing Calendar Software
- Marketing Collaboration Software
- Marketing Automation Software
- Marketing Management Software
- Marketing Planning Tools
The Takeaway
Marketing workflow software will help increase efficiency and collaboration amongst teams. As a result, they can develop more effective marketing campaigns. But first, you have to choose the right solution for your organization’s needs.
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