You might think of Mailchimp purely as an email newsletter platform, but it checks all the boxes to be considered marketing automation software. While its focus is still decidedly on email marketing, it’s also got the automation chops, content management tools, reporting capabilities, and lead tracking features to approach light-use CRM-style functionality. Customer.io also integrates with Zapier to help you unify customer data and engagement across channels. You can do things like automatically capture leads from landing pages or social platforms and add them to Customer.io campaigns—all without manual effort. And if you connect Zapier MCP, you can update your Customer.io data directly from your preferred AI tool.
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A senior executive cares less about price and more about how the service or product will help them run the business. The middle manager might want something that makes their jobs easier or enables better collaboration with their team members. Get weekly insights, research and expert views on AI, security, cloud and more in the Think Newsletter. It caters to every niche of the Ad-tech industry with its three different platforms specially designed for Advertisers, Brands, and App Owners. 💡 For a deeper overview, see What Is AI Targeted Advertising and Why It’s Changing Everything and explore Elevate for AI-enabled planning and optimization.
One of the most valuable things Ontraport offers is its focus on reporting and insights. While some tools can be a bit of a black box, Ontraport gives marketers a clear look at campaign performance. OttoKit is a useful solution for companies of all sizes wanting to optimize their marketing automation efforts since it includes features like custom workflows, automation triggers, and reporting. ManyChat is great because it helps users build a bot in minutes with its templates and easy-to-use interface. Plus, the information marketing teams can learn about their users can be synced to a CRM and other tools.
Acquisio provides automated campaign management for agencies managing many small-budget accounts. Machine learning algorithms optimize bids and budgets for Google and Microsoft accounts based on historical performance. The Campaign Builder creates standardized structures across multiple accounts simultaneously. Trackier combines affiliate tracking, campaign analytics, fraud prevention, and workflow automation in a package aimed at scaling programs without making implementation overly technical. The platform presents itself as a solution for brands, agencies, and advertisers that need transparent campaign reporting and better operational control. TUNE supports partner management, fraud prevention, and international payment processing, while its broader product architecture emphasizes API access and cross-channel tracking across app, mobile web, and desktop.
A plan for achieving specific, measurable outcomes (sales, leads, installs) using channels that can target precisely and prove results. It defines goals and guardrails (e.g., CPA, ROAS), selects the right mix of search, social, retail media, CTV, affiliate/partners, and influencer, then tests and optimizes continuously based on real data. Most marketing automation platforms offer free trials or demos, which can be a great way to test the software and see if it’s a good fit for your business before committing to a paid plan. Take advantage of these trials to explore the features, test the interface, and see how the platform integrates with your existing workflows.
Everflow positions itself as a modern partner marketing platform for running affiliate, creator, influencer, and referral programs in Trivenor Digital marketing services one place. That framing makes it especially relevant for digital-first brands and agencies that want one operating layer for both tracking and partner operations rather than a collection of disconnected tools. Automation is increasingly central to modern performance marketing software, but not all AI capabilities deliver equal value. The key consideration is not how many channels a platform supports, but how well it aligns with the specific mix of campaigns a business actually runs. ⚡️More advanced digital performance platforms integrate with programmatic advertising ecosystems, allowing teams to connect impression-level delivery with downstream conversions. Mailchimp is clearly invested in becoming a more general-purpose automation tool.
Connect every tool in your marketing stack and build fully automated, end-to-end campaigns. Zoho Marketing Automation allows us to easily update and segment our leads, contacts, and accounts on the fly. Having used Mailchimp for years, Zoho Marketing Automation allows us to focus on important tasks instead of learning yet another system. Score leads based on their interaction with the marketing message and your web pages to identify high-intent leads and help your sales team increase conversions.
Acquisio is an agency-focused platform with machine learning bid optimization and white-label reporting for client dashboards. Seven-day free trial available to test the platform with your own campaigns. By automating payouts alongside performance tracking, Aragon aligned marketing growth with operational and financial scalability. Instead of operating marketing and finance systems in silos, integration creates a unified workflow from attribution to payment reconciliation. Trackier provides custom quotes for the performance management software, specified either as your solution for brands or for ad agencies/networks. Good Creator Co.’s marketing performance platform is priced by custom quotes.
Meta’s “Advantage+” suite is its collection of AI-powered advertising tools. It’s designed to take the guesswork out of campaign management and deliver better results with less manual effort. If you’re still managing everything manually, you’re not just losing time—you’re leaving money on the table.
There are certain features to look out for when choosing the best-fit marketing automation tools. In general, the best marketing automation tools offer workflow automation, CRM integration, analytics, and multi-channel support. HitPath is a multi-channel affiliate tracking system used by advertisers, ad agencies, and publisher networks to track touchpoints with marketing automation.
That makes Affise a strong fit for businesses that need broad partner infrastructure, operational automation, and more international or multi-program scale than a lightweight affiliate tool can handle. At a functional level, performance marketing tools are not just reporting dashboards—they are systems that support daily decision-making across campaign execution, partner management, and optimization workflows. When exploring marketing automation software, understanding the various plan and pricing options is essential, especially for buyers with limited experience in this domain. These platforms typically offer a range of plans to cater to different sizes and types of businesses, each with distinct features and pricing structures.
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You can even use the platform to build websites, create digital assets with an AI creation wizard, manage creative assets, and design forms and surveys. A lot of marketing apps market themselves as automation-centric when really they’re just simple CRMs with relatively weak automation features. But Customer.io is unabashedly an enterprise-level marketing automation point solution, and it fulfills this use case very well. But in the event that these integrations don’t enable you to automate everything you hoped, you can use Zapier to automate HubSpot. That lets you connect it to thousands more apps, so you can build AI-powered automated systems for your work and kick off workflows across your entire tech stack directly from your AI chat window.
For SMBs and B2C organizations focusing primarily on email, a scaled-down system might be sufficient. However, with more advanced needs, enterprise (and thus higher ticket) software is more cost-efficient in the long run. These workflows are easy to set up and highly customizable to each marketer’s needs. Imagine automating some of the most repetitive conversations that have taken place with customers on other platforms. I personally look for tools with a simple interface that will guide me through the platform when I first use it.
Lift experiments create exposed vs. holdout groups (or geo regions) and estimate the conversions directly driven by ads. Both Google and Meta document conversion-lift methods to quantify that incremental effect. In short, performance marketing centers on accountable spend and measurable outcomes; brand marketing builds mental availability and preference. The two work best together—brand investment raises response rates, while performance investment captures and proves demand. Brand campaigns prioritize reach and recognition and are often bought on impressions (CPM) or sponsorships; performance campaigns optimize to concrete outcomes and are bought against actions.
Conversely, a basic tool might only cater to some of the complex needs of larger organizations. Some automation software platforms may limit the number of actions in a month or the database size allowed. For example, HubSpot’s marketing analytics software lets teams set up custom dashboards to monitor anything from website traffic analytics to email signups, top-performing revenue sources, and more. With Brevo, marketers can design mobile-friendly email campaigns either from scratch or through customizable templates. Formerly SendinBlue, Brevo is a digital marketing platform that features well-liked automation software suited for both beginner and advanced marketers.
- A no-code, drag-and-drop platform is ideal as it makes building automations simple for anyone.
- LinkTrust offers performance marketing tools on a platform for almost every type of partner program for agencies and networks.
- Performance marketing automation revolves around using technology to streamline and optimize marketing campaigns, ensuring that every dollar spent delivers measurable results.
- Brevo’s AI, Aura, can automate any of the above features with agents that build campaigns, enrich customer profiles, and create deals.
The platform is built exclusively for mid-to lower-funnel outcomes, using proprietary first-party signals to drive prospects toward conversion. Together, these advancements demonstrate how AI is reshaping marketing performance, driving smarter decisions, and delivering measurable results. Synter audits 43 advertising platforms in seconds — detecting keyword leaks, attribution gaps, and budget misallocations with zero connector fees. Revealbot’s Bulk Creation feature generates many ad variations at once with dynamic text insertion. The Autopilot feature applies Revealbot’s best-practice automation templates to campaigns without manual rule setup. Optmyzr is a comprehensive optimization platform for Google Ads and Microsoft Ads.
SocialBee is an AI-powered social media management tool designed for brands and marketers who want to save time while staying consistent online. It uses AI to generate captions, design visuals, and suggest posting strategies, making content creation faster without a company losing its unique brand voice. This can be subjective to budget and business size, but price is still a factor to consider when reviewing tools.
Typically requires significant monthly budgets to justify the platform investment. Everflow offers customized price quotes by pricing tier, with unlimited seats, access, clients, partners, and marketing channels. Daria is a dedicated Content Writer driven by her passion for crafting crystal-clear articles. Her passion lies in crafting articles that unravel complex concepts and make them easily digestible for readers. Daria loves to explore the world of affiliate marketing, helping businesses and readers understand the intricacies of this industry.
Discover how marketing automation for performance marketing can boost your ROAS and save hours. However, because B2B sales targets have longer lead times and fewer targets than B2C companies, those teams’ B2B marketing automation strategy might focus on lead nurturing and live opportunities. Partnerize delivers the performance marketing software and tools to automate workflows, optimize performance, and maximize your return on media investment. As one of the first cloud-based platforms to support affiliate marketing, TUNE has grown to support the expansion of every performance partnership that marketers and their teams want to manage. In addition to affiliate marketing, you can maximize ROI of business development relationships, influencers, content marketers, networks, and other types of partnerships. Our robust platform automates every step of the partner management process, allowing your businesses to rapidly scale and measure the success of your partnerships.
57% of HubSpot Marketing Hub customers saw an increase in the number of leads generated with their marketing campaigns. Check out our whitepaper for more insights into the business value of Marketing Hub (just like this one). B2B marketing teams focused on demand generation who need sophisticated audience targeting and want to automate multivariate testing across channels. Metadata.io focuses on B2B advertising with features like audience enrichment that adds firmographic data to improve targeting precision. The platform runs hundreds of campaign variations automatically, testing different combinations of creatives, audiences, and channels to find what works. Small marketing teams and freelancers managing campaigns across Google, Meta, and Microsoft who want automation without enterprise complexity or pricing.
The platform handles the complexity of B2B buyer journeys where multiple stakeholders and longer sales cycles are common. Marketing agencies managing search campaigns for multiple clients who need efficient cross-account management and professional client reporting. The platform works well for marketers who know exactly what optimizations they want to automate but don’t want to do them manually. Slack and email alerts notify you when rules trigger, so you stay informed without constant platform checking. Smartly.io is a creative automation and paid social management platform built for advertisers running thousands of ad variations across Meta, TikTok, Pinterest, Snapchat, and Google.
Everflow use cases include e-commerce, B2B partnerships, agency, and ad networks. LinkTrust offers performance marketing tools on a platform for almost every type of partner program for agencies and networks. Scaling partner marketing requires a combination of streamlined workflows, automated partner onboarding, and real-time analytics to manage growing networks efficiently. By implementing automation strategies, brands can handle increased volumes without proportionally increasing operational overhead. This approach ensures that as your partner base grows, quality and performance standards are maintained.
The whole point of marketing automation platforms is to help businesses save time by making tasks seamless. The platform’s predictive budget allocation shifts spend based on performance signals across channels. Modular creative tools let teams iterate rapidly without starting from scratch each time. The workflow supports collaboration between creative teams and media buyers within the same platform. Skai provides enterprise performance marketing automation across search, social, and retail media. Its Algorithmic Optimization adjusts bids across all connected platforms continuously based on performance signals.
The HitPath performance marketing tracking software platform provides affiliate management, advertiser management, and campaign management for networks. When Brandwatch acquired Paladin in 2022, Paladin’s performance marketing platform became the software product named Influence (by Brandwatch). Brandwatch also provides solutions for consumer intelligence, social media marketing management, and media intelligence and insights.
They create campaigns, adjust bids and budgets, generate creative, and report, with approval gates on every change. SaaS companies increasingly rely on partner-led growth, including referral, affiliate, and reseller programs. A digital performance platform allows them to track partner-driven conversions, attribute revenue accurately, and manage commission structures at scale. More accurate measurement allows ecommerce teams to optimize spend across paid media, affiliates, and partner channels, ensuring that budgets are allocated to the most profitable sources. Instead of relying on fragmented platform dashboards, agencies can monitor performance in one place, compare results across campaigns, and optimize spend based on unified data.
While specific needs vary by business model, certain capabilities consistently determine whether a platform delivers real value or simply adds another reporting layer. These features function as a practical buyer’s checklist—focusing on how well a platform enables better decisions, not just more data. Pricing for a performance marketing platform should be evaluated beyond entry-level costs, focusing on how expenses evolve as the business grows.
Large and small businesses benefit from easy-to-use, all-in-one marketing automation software. If an interface looks confusing, it can make teams hesitant to adopt the technology. That’s why businesses of all sizes should look for simple interfaces that indicate the tool is easy to use. Start Free Trial With AdStellar and be among the first to launch and scale your ad campaigns 10× faster with our intelligent platform that automatically builds and tests winning ads based on real performance data. Marin Software excels at cross-channel orchestration for large advertisers. The platform provides unified reporting that normalizes data across different ad platforms, making it easier to compare performance and allocate budgets effectively.