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Marketing Automation Software with Client Portal (2026)

Last updated: April 2026

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26 software options

Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Wrike logo

AI powered workflow management platform

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Wrike is a marketing automation software used by 20,000+ companies worldwide. Features customized reports and request forms, visual proofing, resource management, interactive Gantt charts, Kanban boards, time tracking, and workload overviews. Wrike also includes automation with 400+ integrations.

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Marketing 360 logo

Marketing Platform For Small Business

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Stay top of mind with email and text
Nurture your leads, customers and more with effective email and text message marketing. Send the right campaign, at the right time, to the right person to boost sales. Create your free account today to learn more and explore plans and pricing.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is #1 FREE CRM and marketing automation software used by over 12 million companies worldwide. Cloud, mobile, open source.

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Thryv logo

All-in-one management solution built for small business

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Marketing automation for small business. Thryv integrates text and email marketing with contact management for a fully connected marketing automation suite.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Automate your marketing to generate, Score, Nurture and Segment leads. Drag and Drop Designer, Autoresponders, Newsletters, Drip Marketing and many more.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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LeadSquared logo

Marketing automation and sales execution platform

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Push your leads faster down the sales funnel with LeadSquared's cross-channel marketing automation software.

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Marsello logo

Loyalty and marketing, in-store and online.

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Automate your marketing to drive sales on auto-pilot. Set up email and SMS marketing workflows to reach customers when it matters most. Use pre-built workflows like win-back campaigns, first-time customer flows, and best customer campaigns, or create your own from scratch.

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Propago logo

Intelligent Marketing Asset Management Platform

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Consolidate disconnected platforms, remove manual processes, boost productivity and return focus to your customers.

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iVision Mobile logo

Text messaging tool for SMBs & brands in the U.S. & Canada

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Thousands of businesses and organizations across North America use iVision Mobile's text messaging software to engage their contacts with relevant mobile marketing and communications.

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Voucherify logo

Build promotions and loyalty programs without limits.

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Grow customer loyalty, acquire new customers, and boost revenue with targeted incentives and contextual rewards. Use powerful API & marketer-friendly dashboard to run, manage and monitor coupon, loyalty, and referral programs.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

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Scal-e logo

Omnichannel marketing system with customer loyalty programs

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Omnichannel marketing solution that reaches audiences through customer loyalty programs and data management to gain a 360 degree view on customer profiles with 5 modules including data management, audience builder, omnichannel orchestration, customer retention, and customer intelligence.

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Antavo logo

Antavo AI Loyalty Cloud

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Antavo helps business design the loyalty program of thei dreams. The scalable, pure-play loyalty technology is easy to integrate, thanks to the robust APIs.

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Encodify logo

Cloud-based brand management tool for marketers.

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Encodify is a no-code brand management solution that helps businesses streamline their marketing processes on a centralized interface. The platform offers various functions and features such as digital asset management (DAM), workflow management, proofing, and project management. With Encodify, businesses can streamline their private label process from concept development to fully developed products.

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Apex Loyalty logo

Channel & employee loyalty management

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Apex Loyalty is a loyalty marketing & incentive automation tool designed to help businesses engage & communicate with channel partners to drive brand advocacy

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Comarch Loyalty Marketing Platform logo

Powering hundreds of loyalty programs worldwide.

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No code and API-Centric Loyalty Marketing Platform that you can easily blend into any IT ecosystem with existing MarTech solutions. With built-in marketing automation, it helps build and design personalized customer journeys.

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RevHelm logo

Cloud-based marketing & sales platform

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RevHelm is a cloud-based marketing & sales tool that helps enterprises optimize sales, marketing and customer management operations.

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Voyado logo

Cloud-based customer experience platform

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Voyado is a cloud-based customer experience platform that helps retail brands create hyper-relevant shopping experiences, optimize customer loyalty, and drive business growth.

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TrustAnalytica logo

Unified Messaging Platform to Power your Business!

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Trust Analytica is an all-in-one Experience Marketing platform for any type of businesses.
Reach your customers wherever they are.
Gain reviews, collect payments, communicate with customers, and capture leads—all from a single dashboard

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Eber logo

Loyalty Marketing Platform

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Provides a suite of ready-to-use solutions for brands to start engaging customers, drive repeat sales, and build a bigger loyalty customer base. Leverage 50+ integrations with the shopping cart, POS, and payment gateway. No matter how big or small your business is, Eber plans to fit your needs.

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MMC logo

We love agile marketing and value efficient management

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The MMC is for everyone who loves marketing and values efficient, agile collaboration. It streamlines campaign planning, project management, and workflow organisation. Teams work seamlessly with centralised data, eliminating silos and fostering unified processes for sustainable transformation.

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CloudOffix logo
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Cloud-based Customer Based Business Management Platform

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CloudOffix is an all-in-one CRM platform with a 360-degree view of the customer while offering easy customization features, having access to all the natively integrated apps through one screen.

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