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Top Rated Marketing Automation Software with Microsoft 365

Last updated: October 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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ZINFI’s Unified Partner Management (UPM) logo

Connect. Collaborate. Co-sell. All in one platform.

ZINFI's PRM platform helps vendors connect, collaborate, and co-sell with partners from one cloud-based system. Manage onboarding, contracts, CPQ, commissions, MDF, and more — automating manual work and giving channel teams a real-time view of partner performance.

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Envoke logo

The Trusted Email Solution of Communications Professionals

Email platform made for communicators. Easy campaigns, Canadian data centers, CASL compliance, bilingual features.

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Gold-Vision CRM logo

Sales, marketing & support CRM

Gold-Vision provides fully customisable CRM and digital marketing solutions for businesses looking to improve their efficiencies.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

FreeAgent CRM is a fully-featured CRM. Automate email and text message campaigns to progress leads down the funnel.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

Broadcast your marketing messages through multiple channels such as email, SMS, twitter. Attract more prospects and generate more leads for your sales team.

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OnceHub logo

Be where it matters. Bring your A game and sell.

OnceHub goes all out to capture and qualify new leads and engage them productively while you’re busy with other things. Save yourself time and money with a highly adaptable scheduling solution packed with features you and your prospects will love.

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Exceed.ai logo

Cloud-based conversational AI platform for B2B sales

Exceed.ai is a cloud-based conversational marketing platform that automates lead qualification, nurturing, and meeting booking via.

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Paminga logo

Marketing automation platform for mid-market companies

Branching workflows, dynamic content, and automated actions built for real operational complexity — not templated drip campaigns. Paminga automates the full lifecycle from first touch to opportunity, with the depth MOps teams actually need.

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BaseCamp DAM-PIM logo

Digital asset management solution with a content repository

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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Robly logo

Mobile-ready email marketing automation with smart features

Robly is an automated email marketing tool for boosting campaign open rates & growing newsletter subscriptions with OpenGen, Robly A.I. and Exit-Intent features

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CAS genesisWorld logo

The powerful & intelligent standard CRM solution

CAS genesisWorld – the highly adaptable CRM software. Take your customer relationship management to the next level with CRM from KMUs.

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Insightly Marketing logo

Marketing automation tool with pre-designed email templates

Insightly Marketing is a marketing automation software that helps businesses streamline operations related to lead capture, customer segmentation, web traffic analytics, and customer journey configuration. Marketing professionals can embed custom lead capture forms into business websites.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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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Drift logo

Live chat & in-app messaging for sales & marketing

Drift is a cloud-based live chat solution for sales and marketing teams which also includes an AI-powered chat bot, in-app messaging & email management tools

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HubSpot Marketing Hub logo

Build awareness and turn more leads into revenue

Keep leads engaged with relevant, timely follow-up. HubSpot Marketing Hub builds nurture from your CRM data, shows which campaigns drive pipeline, and helps your team grow without adding more tools.

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SP CRM Core logo

CRM application built on Microsoft 365 for SMBs

SP CRM automates marketing in Microsoft 365—manage leads, campaigns, and engagement with tools you already use and trust.

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Mobile Text Alerts logo

#1 SMS Marketing Service for Businesses

Mobile Text Alerts helps businesses grow their sales through SMS marketing. Our online dashboard and mobile app allows users to send and receive mass text messages, manage subscribers, segment lists, engage in 2-way conversations, connect integrations and interact with messaging analytics.

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Jira logo

Project management and work tracking software

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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Clientify logo

All-in-one Communication, Sales, and Marketing platform.

Clientify is a CRM and digital marketing platform that helps companies manage contacts, automate sales and campaigns, and improve customer relationships. It is designed to optimize business processes and increase the productivity of the sales, marketing and comunication teams.

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Wrike logo

AI-powered work delivery platform

Wrike is the trusted work delivery platform featuring marketing automation, where AI helps your team. Centralize campaigns in one governed environment to automate your internal workflows, from creative requests to final approvals, ensuring your teams can move faster than ever before.

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LeadMaster logo

CRM & Lead Management Solution

Automated Business Rules, Sales Rep Reminders, Date Based Workflow, Milestone Triggers, Automatic Emails & Text. Automate routine tasks to save time and money. Be more productive with automation.

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Zoho Campaigns logo

Simplified email and SMS marketing management software

Zoho Campaigns is an email and SMS marketing software for small, medium, and large businesses to automate their entire marketing process.

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Thryv logo

AI-powered software built for small business growth.

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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Act! logo

More than CRM - Your total relationship solution.

Work smarter, not harder with Act! Marketing Automation. Set up communications once and let automation take care of the rest – with metrics and insights directly in your CRM to help you prioritize your customer engagements.

Read more about Act!

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