Growth machineGrowth infrastructureHow to choose your growth toolsSelect automation that handles your lead volume and integrates with your CRM. Avoid overcomplicating simple workflows with enterprise tools.
Marketing automation ranges from simple email sequences to complex multi-touch attribution. Most teams overbuy. They purchase enterprise platforms for workflows they'll never build. Or they underbuy choosing free tools that break at 10,000 contacts. This chapter helps you match automation capability to your actual lead volume, integration requirements, and team sophistication so you're not paying for features you'll never use or outgrowing tools in six months.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.
Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.
Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.
Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Pick the right system for your team size and workflow style. Focus on adoption and collaboration, not feature bloat nobody will use.
The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.
See playbookExecute personalised, multi-touch campaigns at scale through software that triggers messages based on prospect behaviour and characteristics.
Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.
Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.
Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.
