Best Marketing Automation Software for Medium-Sized Businesses

Q4 is make-or-break — and the right tools can be the edge between crushing your goals or missing the mark. In this quick-hit guide, you’ll uncover five high-impact features in Marketing Hub Enterprise designed to help you scale smarter, move faster, and finish 2025 strong. Get the playbook now — and shift from scrambling to strategizing: https://hubs.la/Q03yvyJ60 The job is tough for modern marketers. Either you’re juggling various point solutions, or you’re stuck with tools that are powerful yet impossible to use. This means scattered customer data, lackluster marketing, and too much time spent fussing with software. But it doesn’t have to be that way. With Marketing Hub, all your marketing tools and data are on one easy-to-use, powerful platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale. Plus, marketers can keep data at the center of everything they do because Marketing Hub is built as part of the HubSpot CRM platform. When using the full CRM platform, marketers can achieve unparalleled alignment with sales to prove ROI and validate investments. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 2025 Leader in the Gartner Magic Quadrant for Personalization Engines #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices. The company is woman-founded and predominantly women-owned, with 70% of senior executive roles, including the CEO, CMO, CHRO, and CFO, held by women. Through initiatives such as 100 Cities, 100 Projects, Young Engineers Club, SheCodes, and SheLeads, Insider One continues to expand its positive impact across global communities, driving opportunities, inclusion, education, and equity for this and future generations."

Braze is a leading customer engagement platform that powers lasting connections between consumers and brands they love. Braze allows any marketer to collect and take action on any amount of data from any source, so they can creatively engage with customers in real time, across channels from one platform. From cross-channel messaging and journey orchestration to Al-powered experimentation and optimization, Braze enables companies to build and maintain absolutely engaging relationships with their customers that foster growth and loyalty. The company has been recognized as a 2024 U.S. News Best Technology Companies to Work For, is a 2023 UK Best Workplace for Women by Great Place to Work, and was named a Leader by Gartner® in the 2023 Magic Quadrant™ for Multichannel Marketing Hubs and in The Forrester Wave™: Cross-Channel Marketing Hubs, Q1 2023. Braze is headquartered in New York with 10+ offices across North America, Europe, and APAC. Learn more at braze.com.

Dotdigital is an all-in-one customer experience and data platform (CXDP) that empowers marketing teams to exceed customer expectations with highly personalized cross-channel journeys. With Dotdigital, marketers can seamlessly unify, enrich, and segment customer data. Breaking down data siloes, Dotdigital streamlines decision-making and paves the way for marketing creativity that delivers customer engagement at scale. With powerful AI capabilities, Dotdigital makes it easy to automate deeply personalized experiences across web, email, SMS, WhatsApp, chat, push, social, ads, and more. Trusted by over 4,000 brands across ecommerce, retail, not-for-profit, education, financial services, and other sectors, Dotdigital enables marketers across the globe. Headquartered in London and established in 1999, Dotdigital is focused on building trusted, connected, and future-proofed solutions that empower customer-obsessed businesses. Learn more at dotdigital.com.

Iterable is an AI-powered customer communication platform built for moments-based marketing. By combining real-time behavioral data with intelligent automation, Iterable empowers brands to deliver personalized moments that capture attention and spark interaction, right when it matters most. With intelligent personalization solutions powered by Iterable AI Suite, the individualized, dynamic content capabilities of Catalog, features like Smart Ingest make it easy to unify data from your cloud warehouse without engineering help, and a best-in-class suite of cross-channel personalization tools, Iterable helps brands redefine their customers’ experiences. Iterable also stands out with its comprehensive suite of cross-channel personalization tools, enabling brands to engage customers through various channels such as email, SMS, mobile push notifications, in-app messaging, WhatsApp, and web interactions. Deliver real-time, personalized messaging with the speed, security, and control you need to connect with customers at every touchpoint—all from one unified platform. Learn more at Iterable.com.

Bloomreach is the agentic platform for personalization. Powering autonomous search, conversational shopping, and autonomous marketing, Bloomreach personalizes the entire customer experience. From retail to financial services, hospitality to gaming, businesses create experiences that drive higher growth and lasting loyalty. Bloomreach drives personalization for 1,400+ brands around the world, including American Eagle, Sonepar, and Pandora. The target audience for Bloomreach encompasses commerce businesses of all sizes that are looking to optimize customer interactions and drive sales growth. Its suite of products is particularly beneficial for marketers, content creators, and ecommerce managers who aim to improve customer engagement and conversion rates. Bloomreach is well-suited for brands operating across multiple channels, as it provides a cohesive strategy to connect with customers effectively. Use cases include personalized marketing campaigns, enhanced product discovery, streamlined content management, and AI-driven customer service, making it a versatile tool for various business needs. Key features of Bloomreach include its Engagement platform, which offers robust marketing automation capabilities that enable businesses to deliver personalized messages and offers based on customer behavior. The Discovery solution enhances the search experience on ecommerce sites, ensuring that customers can easily find products that match their interests. Additionally, the Content product functions as a headless content management system (CMS), allowing for flexible content delivery across various platforms. The Clarity tool, an AI-powered conversational shopping assistant, further enriches the customer experience by facilitating real-time interactions and support. The integration of Loomi, Bloomreach's AI for ecommerce, significantly amplifies the platform's capabilities by enabling rapid data processing and analysis. This results in new pathways for customers to engage with products, ultimately leading to increased profitability and accelerated business growth. Bloomreach is designed to simplify complex tasks, offering advanced customer journeys, social ad retargeting, omnichannel support, and AI-powered optimization. This comprehensive feature set provides a holistic view of the customer, optimizing experiences across all channels. The platform is also cost-effective and faster to deploy compared to competitors, reducing reliance on third-party solutions and lowering the total cost of ownership. With high ratings in customer reviews, Bloomreach is recognized for the quality of its user guides, support, and overall reliability, making it a valuable asset for businesses seeking to enhance their ecommerce strategies.

MoEngage is an insights-led customer engagement platform trusted by 1,350+ global consumer brands, including Edelweiss, Samsung, McAfee, Flipkart, Domino’s, Nestle, Deutsche Telekom, OYO, and more. Enterprises use MoEngage to be more agile, efficient, and independent. They achieve this by increasing campaign velocity, reducing the time to go live, optimizing at scale, and eliminating redundancy while maintaining data security and privacy. > Data Ingestion and Management: MoEngage combines data from multiple offline and online sources to help brands gain a 360-degree view of their customers. > Customer, Journey, and Campaign Insights: MoEngage Analytics provides marketers and product owners with real-time insights into customer behavior, journey, product usage, preferences, and interests. > Segmentation and Personalization: Brands can leverage MoEngage’s Real-time Segmentation and Personalization suite to orchestrate journeys and build 1:1 experiences across the website, mobile, email, social, and instant messaging channels. > Transactional Messaging/Critical Alert Infrastructure: MoEngage Inform, the transactional messaging infrastructure, helps brands unify their promotional and transactional communication on a single platform, enabling better insights and lower maintenance costs. > Proprietary AI Agents and Machine Learning: MoEngage’s AI Agents help marketers develop winning copies and creatives, build customer segments, craft relevant journeys, optimize campaigns and channels that boost engagement, and reduce campaign go-live times. MoEngage complies with GDPR, CCPA, SOC2 Type 2, CSA STAR Level 2, ISO 27001:2022, HIPAA, PIMS ISO 27701: 2019, and the BCMS ISO 22301: 2019 requirements to fulfill the data privacy and security needs of enterprise brands. For over a decade, leading consumer brands in 60+ countries have been using MoEngage to reach enterprise goals that are most important to their global business without compromising quality or speed of execution. Our ever-expanding partner ecosystem helps enterprise brands build a lean, flexible, and reliable martech stack. With offices in 13 countries, MoEngage is backed by Goldman Sachs Asset Management, B Capital, Steadview Capital, Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures.

EngageBay is an AI-powered all-in-one CRM that helps businesses manage marketing, sales, and customer support from a single, unified platform. Trusted by over 150,000 companies worldwide, EngageBay enables small and growing businesses to attract, engage, and retain customers — without the high cost or complexity of enterprise tools. Built for simplicity and performance, EngageBay combines advanced marketing automation, sales CRM, and customer support software with cutting-edge AI intelligence that enhances productivity and decision-making across teams. With EngageBay AI, businesses can create content faster, predict outcomes smarter, and deliver personalized experiences at scale. - Why Choose EngageBay EngageBay empowers growing businesses to compete with larger enterprises by offering enterprise-grade automation and intelligence at an affordable price. The platform’s AI-driven capabilities help you boost conversions, reduce manual work, and make smarter data-backed decisions — all while keeping your customer journey seamless and connected. - Key Features - - AI Capabilities AI Email & Content Generator – Write engaging emails, subject lines, and campaigns in seconds. AI Lead & Deal Scoring – Identify and prioritize the leads most likely to convert. AI Insights & Recommendations – Get actionable suggestions to improve engagement and productivity. AI-Powered Support Tools – Generate ticket summaries and smart reply suggestions for faster service. - - Marketing Automation Email marketing and automation workflows Landing page and form builder Email sequences and drip campaigns Social media integration and tracking - - Sales CRM Contact and deal management Visual sales pipelines and forecasting Appointment scheduling and reminders Task management and team collaboration tools - - Customer Support Helpdesk and ticketing system Live chat and shared inbox Service automation and knowledge base Unified 360° customer view across all interactions - Who Uses EngageBay EngageBay is designed for small to mid-sized businesses, startups, and growing teams looking for an affordable yet powerful alternative to fragmented tools. It’s ideal for businesses that want to automate customer interactions, align marketing and sales efforts, and improve support efficiency using AI.

With over 25+ years of experience and a global presence across Asia, Europe, and the USA, Netcore is an AI-powered platform designed to transform customer experience and personalization in the world of digital marketing. Its comprehensive suite of tools cater to various aspects of digital marketing, including omni-channel communication strategies, a customer data platform, personalization, and generative AI tools. This platform is tailored for marketers looking to elevate their brand’s presence, foster deeper customer relationships, and drive substantial growth through personalized customer journeys. With its robust analytics, Netcore helps brands understand their audience better, enabling targeted marketing campaigns that resonate with customers on a personal level. The platform’s AI and machine learning capabilities ensure that each customer interaction is optimized for engagement and conversion, making every touchpoint an opportunity to impress and retain. Serving over 6,500 brands across 40 countries, Netcore has proven its effectiveness in enhancing customer satisfaction and loyalty, ultimately contributing to increased revenue and market share for businesses. Whether you’re looking to refine your email marketing strategy, personalize your web experience, or engage customers across multiple channels seamlessly, Netcore offers the technology and expertise to achieve your goals. Don’t miss out on the opportunity to redefine your digital marketing strategy with Netcore. Learn more at https://netcorecloud.com/

Customer.io is a leading customer engagement platform designed for tech-savvy organizations to create personalized customer journeys that engage, convert, and scale. Use first-party data to send meaningful messages across all channels, including email, in-app, push, SMS, and webhooks. Today, 7500+ brands trust their messaging needs with Customer.io, and G2 recently recognized us as a Best Software award winner in the Marketing and Digital Advertising Products category. Customer.io’s suite of products includes Journeys, a messaging automation tool, Data Pipelines, a customer data platform; and Parcel, a code editor designed for email. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2023 Inc. 5000 list.

CleverTap is the all-in-one engagement platform that helps brands unlock limitless customer lifetime value by helping them create personalized experiences to retain their most valuable customers. The platform empowers businesses to orchestrate experiences for individuals across their lifecycles and design personalized journeys that span a lifetime. It offers analytics that encompasses every aspect of the lifecycle, enabling businesses to measure and optimize each experience in real time. Its unique AI capability is insightful, empathetic, and prescriptive, facilitating smarter and faster decisions. The all-in-one platform unifies experiences from every touchpoint, paving the way for a new era of customer engagement. The platform is powered by TesseractDB™ – the world’s first purpose-built database for customer engagement, offering both speed and economies of scale. CleverTap is trusted by 2000 customers, including TiltingPoint, Gamebasics, Big Fish, MobilityWare, English Premier League, TD Bank, Carousell, AirAsia, Papa John’s, and Tesco. Backed by leading investors such as Peak XV Partners, Tiger Global, Accel, CDPQ and 360 One, the company is headquartered in Mountain View, California, with presence in San Francisco, New York, São Paulo, Bogota, London, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Singapore, and Jakarta. For more information, visit clevertap.com or follow us on: LinkedIn: https://www.linkedin.com/company/clevertap/ Twitter: https://twitter.com/CleverTap

Klaviyo is the all-in-one platform that helps B2C businesses grow by integrating marketing, analytics, and customer service in one solution. Powered by unified data and built-in AI , Klaviyo empowers B2C businesses: - Orchestrate your email marketing, SMS marketing, RCS, push, WhatsApp, reviews, forms, and ads in one platform - Sync with 400+ tools to capture and unify behavior data - AI-optimized messages, segments, timing, and creative to scale conversions - Unlock analytics like RFM, funnel reporting, and catalog insights By capturing every click, purchase, and conversation into a unified profile, Klaviyo powers marketing automation that drives personalized, trigger-based journeys across every channel - no extra tools or complex setup required. Join more than 170,000 businesses using Klaviyo to create a true omnichannel experience for your customers. To learn more about Klaviyo or to request a demo, visit www.klaviyo.com.

WebEngage is a full-stack Retention OS that simplifies customer engagement for 800+ brands across the globe. The platform enables businesses to build personalized and meaningful relationships with their users across various digital channels. With its comprehensive suite of tools and solutions, WebEngage empowers businesses to understand, engage, and retain customers effectively. - UNIFY CUSTOMER DATA: WebEngage enables businesses to consolidate customer data from various sources, providing real-time insights and allowing dynamic micro-segmentation for targeted campaigns based on specific customer attributes and behaviors. - MULTI-CHANNEL JOURNEYS: With WebEngage's intuitive drag-and-drop workflow builder, businesses can seamlessly design and automate multi-channel customer journeys, ensuring consistent and personalized experiences across channels such as email, SMS, push notifications, and more. - TARGETED CAMPAIGNS: WebEngage empowers businesses to automate personalized campaigns triggered by customer actions and predefined business events. This ensures timely and relevant communication to enhance customer engagement and conversion rates. - AI-DRIVEN PREDICTIVE MODELS: WebEngage Analytics dashboard empowers all metrics required to segment, engage and retain priority customers, churn to convert windows and ROI optimization,This allows businesses to focus their interventions and campaigns for maximum impact and better ROI. - 1:1 PERSONALIZATION: WebEngage enables businesses to deliver personalized experiences at scale. By incorporating user intent, preferences, and other relevant data, businesses can tailor their communications to each individual customer, fostering omni-channel customer engagement. What's more? WebEngage’s platform is quick and easy to integrate. Compatible with range of ESP and MSP, all it takes is a few hours from the tech team. Presence across the globe: With headquarters in India, WebEngage has expanded its operations globally with offices and presence in the Middle East & Africa region, Southeast Asia, and South America.

Evam is a leading technology company that provides comprehensive solutions and products for real-time, cross-channel customer experiences. Our cutting-edge continuous intelligence technology leverages real-time data analysis to deliver unparalleled customer engagement. Evam empowers banks, telecommunications companies, and others to handle billions of interactions with AI algorithms, orchestrate customer journeys, and engage with customers across all channels, digital and legacy, in real-time. Our goal is to help our clients increase customer loyalty, maximize ROI and efficiency, and save time and money. Enterprises have the shortest time-to-market thanks to Evam’s low-code- development, scalable and modular platform leveraged by an experienced & high-quality management team with telco and banking domain know-how. With dozens of Forrester and Gartner research reports recognizing our excellence in customer engagement and event stream processing, our technology is trusted by industry giants like Vodafone, T-Mobile, Jazz, Turkcell, ICBC, TEB/BNP Paribas, ING Bank and Garanti BBVA. Headquartered in London and with offices in Amsterdam, Miami, Singapore, and Istanbul, Evam delivers its products and services directly and through over 20 global partners. Our solutions are currently utilized by more than 600 million end-users, processing 20 billion events in over 15 countries every day.

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!