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Marketing Automation Software with Configurable Workflow (2026) - Page 2

Last updated: April 2026

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46 software options

Creatio CRM logo

Creatio CRM

New era CRM to manage all customer and operational workflows

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Marketing Creatio is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.

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Zoho CRM logo

Zoho CRM

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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The Brief logo

The Brief

The AI agency every marketer deserves

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Make high-quality ads in minutes with The Brief. Scale campaigns, stay on brand and grow faster with AI-powered advertising.

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SugarCRM logo

SugarCRM

Cloud-based customer relationship management (CRM) platform

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Deliver sales the right leads, at the right time with Sugar Market. Feed the funnel and build the right pipeline when you choose the marketing automation platform built for marketing mavericks. Create campaigns, engage one-to-one at scale, predict needs, and understand what is working.

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Pipedrive logo

Pipedrive

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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Wrike logo

Wrike

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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Spoki logo

Spoki

Helps businesses to communicate with clients via WhatsApp

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Spoki is a marketing automation platform that allows businesses to leverage the Whatsapp channel to optimize its business operations
This software gives the possbility to create, automate and analyse the entire sales funnel on Whatsapp, ensuring high opening rates, conversions and consequently sales

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CrossEngage logo

CrossEngage

Customer Data and Prediction | Maximize Your Customer Values

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We fix marketing complexity by automating all your

customer engagement activities in marketing. CrossEngage is a Customer Data and Prediction Platform for addressing the most valuable audiences. Select the needed triggers and send out personalized messages through the right channel in real-time.

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Jira logo

Jira

Project management and work tracking software

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Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

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FORTVISION logo

FORTVISION

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Manage Personalized Journeys for Every User.

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FORTVISION is a one-stop-shop marketing automation and website personalization software designed to improve all your sales and marketing conversions using internal & external data sources, including external CRM software.

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BOTNATION AI logo

BOTNATION AI

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Artificial intelligence (AI)-based chatbot creation platform

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BOTNATION AI is a cloud-based conversational AI solution designed to help businesses launch and manage chatbots for websites and Facebook pages. With the keyword recommendation engine, users can search and analyze keywords and phrases from customer interactions across multiple advertising campaigns.

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charles logo

charles

Web-based conversational commerce suite for consumer brands

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charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

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InfluxMD logo

InfluxMD

Sales & marketing solution for healthcare professionals

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Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

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Kapost logo

Kapost

Unlock the ROI of your marketing content.

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Upland Kaposts helps B2B marketing, sales enablement, product, and customer success teams manage the full content lifecycle so they can support the buyer journey from awareness to loyalty. Collaborate on content and campaigns, distribute across channels, and reach your audience wherever they are.

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Encodify logo

Encodify

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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Intercom logo

Intercom

AI-powered customer service with helpdesk

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Intercom is redefining how businesses support their customers using powerful messaging and automation

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Connectif logo

Connectif

Cloud-based eCommerce data automation platform

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Connectif is an all-in-one marketing automation platform powered by AI. It centralizes first-party data from known and anonymous users across all channels, giving eCommerce businesses the vision to communicate with customers with emotional intelligence and context at scale.

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Pathway Insurance Software logo

Pathway Insurance Software

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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AtemisCloud logo

AtemisCloud

Full Business Management SaaS for service companies

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AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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Linked Helper 2 logo

Linked Helper 2

LinkedIn automation tool for safe and smart outreach

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LinkedIn automation and lead generation software for safe and smart outreach

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Saleoid logo

Saleoid

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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BaseCamp DAM-PIM logo

BaseCamp DAM-PIM

Digital asset management solution with a content repository

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BaseCamp DAM is a digital asset management solution that helps businesses handle access rights to various digital assets from within a centralized source. It includes a content repository with filtering and search capabilities to streamline asset management processes for team members.

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InBetween Digital Publishing logo

InBetween Digital Publishing

InBetween Next Level Publishing

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IInBetween digital publishing solutions offers both realtime fully or partially automated publications in a variety of output formats, languages to create catalogs, sales folders, price lists, datasheets. Significant time and cost savings are coupled with increased quality and reduced errors.

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CoSchedule Marketing Suite logo

CoSchedule Marketing Suite

The only software to organize your marketing in one place.

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CoSchedule's Marketing Suite is a family of agile marketing products that helps you coordinate your process, projects, and teams.

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Dashing X logo

Dashing X

Dashing X, your all-in-one brand management platform

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Brand Management Platform developed for many different multi-outlet businesses in various industries and sectors.
Personalised plug-and-play features to improve your results.

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