B2B marketing automation tools streamline lead nurturing, email campaigns, and customer engagement, helping businesses personalise marketing efforts and scale efficiently.
B2B marketing is complex, often involving long sales cycles, multiple decision-makers, and personalised customer journeys. Managing this manually can be overwhelming, which is where marketing automation comes in. The right automation platform helps businesses scale their efforts by automating repetitive tasks, segmenting audiences, and tracking campaign performance. Whether you’re nurturing leads, optimising workflows, or aligning sales and marketing, automation tools ensure every prospect receives the right message at the right time.
For businesses focused on efficiency, personalisation, and data-driven marketing, automation is no longer optional—it’s a necessity. However, choosing the right tool depends on your business size, existing tech stack, and campaign complexity. The best platforms offer email marketing, CRM integration, lead scoring, and behavioural tracking, allowing companies to streamline processes and drive higher conversions.
My top 3 B2B marketing automation tools for driving growth and revenue.
ActiveCampaign is a marketing automation and email platform for small to mid-sized B2B companies. It offers deep automation, segmentation, and CRM integration.
Brevo is an affordable marketing automation tool for small and mid-sized B2B businesses, offering email, SMS, and chat automation.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Choosing a B2B marketing automation tool involves evaluating how well it aligns with your business goals, sales cycle, and level of automation required. Here’s what to consider:
A good automation tool allows businesses to segment audiences based on behaviour, demographics, and engagement. Platforms like ActiveCampaign and HubSpot provide dynamic lead scoring and automated follow-ups to move prospects down the funnel effectively.
Beyond email, modern automation platforms support SMS, chatbots, and retargeting ads to engage prospects across multiple touchpoints. If omnichannel automation is key to your strategy, consider tools like Marketo or HubSpot.
Seamless CRM integration is essential for aligning marketing with sales efforts. If you need a marketing-first solution with strong CRM capabilities, HubSpot is a leading option. For enterprise sales and marketing automation, Marketo integrates deeply with Salesforce and other enterprise CRMs.
To optimise campaigns, you need real-time analytics and detailed reporting. Some platforms offer AI-driven insights and attribution modelling, helping businesses understand which campaigns generate the highest ROI. If analytics is a priority, Marketo provides advanced tracking and reporting tools.
If your marketing and sales teams are too busy firefighting — fixing tools, chasing data, and dealing with messy handovers — you’ll never have time to focus on real growth. The Growth Operations Programme fixes your operations first, so you can finally work on scaling up.
Automate your marketing efforts and improve efficiency with these top B2B marketing automation tools.
ActiveCampaign is a marketing automation and email platform for small to mid-sized B2B companies. It offers deep automation, segmentation, and CRM integration.
Airtable is a no-code relational database and collaboration tool that combines the flexibility of spreadsheets with powerful automation and integrations.
ClickUp is an all-in-one productivity and project management tool that helps teams collaborate, automate workflows, and manage tasks efficiently.
ChatGPT is an AI-powered conversational assistant designed to enhance productivity, automate workflows, and generate content effortlessly.
Google Analytics is a free web analytics platform that provides insights into website traffic, user behavior, and marketing performance to help businesses make data-driven decisions.
Calendly is a simple, widely-used scheduling tool that helps individuals and teams automate meeting bookings with ease.
Freedom is a distraction-blocking tool that helps users stay focused by restricting access to websites, apps, and notifications.
Simplify data tracking and make decisions faster with Databox, offering real-time dashboards for key metrics.
Asana is a structured project management tool designed for teams that need clear workflows, task dependencies, and detailed progress tracking.
Figma is a cloud-based design and prototyping tool that allows teams to collaborate in real time on UI/UX projects.
Hotjar is a powerful UX and behaviour analytics tool that helps businesses understand how users navigate their website through heatmaps, recordings, and feedback tools.
Google Workspace is a cloud-based suite of productivity and collaboration tools, including Gmail, Google Drive, Docs, Sheets, and Meet, designed for business use.
Google Calendar is a free, cloud-based scheduling tool that integrates with Google Workspace for managing meetings and events.
Google Sheets is a cloud-based spreadsheet tool offering real-time collaboration, automation, and powerful data analysis features.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Inbox When Ready is a browser extension that helps users control email interruptions by hiding their inbox until they’re ready to check it.
Mailchimp is a widely known email marketing platform with automation tools, landing pages, and CRM capabilities. While user-friendly, pricing increases quickly as you scale.
PipeDream is a developer-friendly automation tool that enables users to build, test, and deploy workflows using JavaScript and API-based integrations.
Loom is a video messaging platform that helps teams communicate visually, making it easier to share updates, tutorials, and feedback asynchronously.
LastPass is a secure password manager that stores and auto-fills login credentials across multiple devices.
Lemlist is a sales engagement and cold outreach platform that helps businesses automate personalised email campaigns, follow-ups, and LinkedIn outreach to improve response rates.
Process Street is a no-code workflow automation tool that helps businesses document, manage, and optimise recurring processes.
Notion is a flexible all-in-one workspace for organising tasks, projects, and documents, making it ideal for teams that need both project management and knowledge sharing.
Pipedrive is a sales-focused CRM designed to help businesses manage pipelines, track deals, and automate workflows for better sales efficiency.
Leadinfo is a B2B website visitor tracking tool that identifies companies visiting your site, helping sales teams turn anonymous traffic into leads.
Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
Toggl is a time-tracking tool designed for freelancers and teams to monitor productivity and billable hours effortlessly.
Create interactive forms and surveys with Typeform, boosting engagement and collecting actionable insights.
Trello is a simple, intuitive Kanban-based project management tool that helps teams organise tasks visually.
Webflow is a no-code website builder that gives designers full control over layout, animations, and responsiveness.
Stay organised and track tasks with Todoist, an intuitive tool for managing personal and professional to-dos.
Zapier is the leading no-code automation platform that connects apps and services to automate repetitive tasks without coding.
Klaviyo is a powerful eCommerce marketing automation platform that enables businesses to run personalised email and SMS campaigns based on customer data.
VWO is a comprehensive A/B testing and conversion rate optimisation (CRO) platform that enables businesses to test, personalise, and improve website experiences for better engagement and conversions.
LoyaltyLion is a customer loyalty and rewards platform that helps eCommerce brands increase customer retention and repeat purchases through personalised loyalty programs.
Metorik is an advanced eCommerce analytics and reporting tool designed for WooCommerce and Shopify, offering real-time insights, segmentation, and automation for better business decisions.
Microsoft Clarity is a free website analytics tool that provides heatmaps, session recordings, and user behavior insights to help businesses improve UX and conversions.
WordPress is the world’s most popular CMS, offering full control over website design, functionality, and scalability.
Squarespace is an all-in-one website builder with modern templates, built-in eCommerce, and hosting solutions.
Cookiebot is a compliance solution for managing cookie consent, ensuring websites meet GDPR, CCPA, and other data privacy regulations.
SaneBox is an AI-powered email filtering tool that helps prioritise important emails and reduce inbox clutter.
OmniConvert is a conversion rate optimisation platform offering A/B testing, surveys, and personalisation tools to help businesses improve customer experiences and increase revenue.
Notebook LM is an AI-powered research tool that summarises and organises information from documents, notes, and web sources.
MacWhisper is an AI-driven audio transcription tool designed for Mac users, offering high-speed, offline speech-to-text conversion.
Perplexity AI is an AI-powered search engine and research assistant that provides accurate, sourced answers to complex queries in real-time.
Cal.com is an open-source scheduling tool designed for businesses and developers looking for a flexible, self-hosted or cloud-based booking system.
Looker Studio (formerly Google Data Studio) is a free, cloud-based business intelligence tool that allows users to create interactive reports and dashboards with real-time data connections.
Fireflies.ai is an AI-powered meeting assistant that transcribes, summarises, and organises conversations for improved productivity.
SurferSEO is an AI-powered content optimisation tool that helps businesses create SEO-friendly content by analysing top-ranking pages and providing real-time suggestions.
Amplitude is a powerful product analytics tool that helps businesses understand user behavior, track key metrics, and optimise digital experiences.
Brevo is an affordable marketing automation tool for small and mid-sized B2B businesses, offering email, SMS, and chat automation.
Drip is an advanced email marketing automation platform designed for B2B and eCommerce businesses, offering deep personalisation, segmentation, and automation.
PandaDoc is an all-in-one document automation tool for creating, sending, and tracking proposals, contracts, and quotes.
Justuno is an AI-powered conversion rate optimisation tool for eCommerce and B2B websites, offering pop-ups, banners, and targeting features to improve lead capture.
Folk is a modern, lightweight CRM designed for startups and small teams to manage relationships, sales pipelines, and outreach in a flexible, user-friendly way.
Keap is an all-in-one CRM, sales, and marketing automation platform designed for small businesses to manage contacts, automate follow-ups, and close more deals.
Gmail is a widely used email platform that integrates seamlessly with business tools, providing reliable communication, security, and productivity features.
Instapage is a landing page builder designed for high-converting, fast-loading pages with A/B testing and optimisation tools.
Leadpages is an easy-to-use landing page builder for businesses looking to generate leads and conversions without needing technical expertise.
ManyChat is a chatbot and automation platform designed to help businesses engage customers via Facebook Messenger, WhatsApp, and Instagram DMs.
Unbounce is a conversion-focused landing page builder with AI-powered optimisation and testing tools for marketers.
SEMrush is an all-in-one SEO, content marketing, and competitor analysis platform, offering tools for keyword research, backlink tracking, and technical SEO audits.
Learn which keywords, campaigns and ads are actually driving LTV (Lifetime Value). The first revenue attribution software tailored specifically to the needs of SaaS and subscription-based companies.
Lemcal is a scheduling tool built for sales outreach, offering personalised booking pages and seamless lead qualification.
Make (formerly Integromat) is a powerful workflow automation tool that allows users to build complex, multi-step automations with a visual drag-and-drop interface.
Apollo.io is a sales intelligence and engagement platform that helps B2B sales teams find leads, enrich data, and automate outreach.
Slack is a real-time messaging and collaboration tool designed for teams to communicate efficiently, share files, and integrate workflows.
Oracle Eloqua is an enterprise-grade marketing automation tool with lead scoring, predictive analytics, and multi-channel campaign management.
Marketo is an enterprise-level marketing automation tool with AI-driven personalisation and lead management, ideal for large B2B companies.
Omnisend is an all-in-one marketing platform designed for e-commerce businesses. With powerful automation and seamless integrations, it helps businesses scale their email and SMS marketing efforts effortlessly.
Customer.io is a flexible automation platform designed for precise segmentation and real-time messaging, ideal for B2B service businesses.
Miro is a collaborative online whiteboard tool that enables teams to brainstorm, map workflows, and visualise ideas in real time.
Google Tag Manager makes it easy to manage tracking tags without code, so you can move faster and keep your growth data clean and reliable.
Scale your B2B marketing and drive revenue growth with these powerful automation platforms.
Customer.io is a flexible automation platform designed for precise segmentation and real-time messaging, ideal for B2B service businesses.
Brevo is an affordable marketing automation tool for small and mid-sized B2B businesses, offering email, SMS, and chat automation.
If your marketing and sales teams are too busy firefighting — fixing tools, chasing data, and dealing with messy handovers — you’ll never have time to focus on real growth. The Growth Operations Programme fixes your operations first, so you can finally work on scaling up.
As a freelancer, manage your marketing efficiently with these B2B automation tools.
Marketo is an enterprise-level marketing automation tool with AI-driven personalisation and lead management, ideal for large B2B companies.
Oracle Eloqua is an enterprise-grade marketing automation tool with lead scoring, predictive analytics, and multi-channel campaign management.
Most teams grind for growth, but the best ones systemise it. In this step, you’ll see why a structured approach always beats random tactics. You’ll follow Random Rick, Specialist Steve, and Solid Sarah to understand how a system-driven growth approach can double revenue without doubling workload.
ActiveCampaign is a marketing automation and email platform for small to mid-sized B2B companies. It offers deep automation, segmentation, and CRM integration.
Marketo is an enterprise-level marketing automation tool with AI-driven personalisation and lead management, ideal for large B2B companies.
Brevo is an affordable marketing automation tool for small and mid-sized B2B businesses, offering email, SMS, and chat automation.
Customer.io is a flexible automation platform designed for precise segmentation and real-time messaging, ideal for B2B service businesses.
Drip is an advanced email marketing automation platform designed for B2B and eCommerce businesses, offering deep personalisation, segmentation, and automation.
Oracle Eloqua is an enterprise-grade marketing automation tool with lead scoring, predictive analytics, and multi-channel campaign management.
Mailchimp is a widely known email marketing platform with automation tools, landing pages, and CRM capabilities. While user-friendly, pricing increases quickly as you scale.
A series of emails sent to achieve a specific marketing or sales goal.
Automated email sequences triggered by user actions or milestones.
Design effective email sequences to engage and convert prospects seamlessly.
Automate workflows and campaigns for increased marketing efficiency.
My name is Ewoud Uphof, a marketing strategist with 15 years of experience. I've been fascinated by growth since 2010, and I created this guide out of a passion for sharing what I've learned. These guides are a way for me to give back to the marketing community and are also linked to my video course, which covers these topics in even greater depth.
I’ve helped B2B service companies scale — not with random tactics, but with clear systems that align marketing and sales into one predictable growth engine. Built on 15 years of hands-on experience — helping teams move from random tactics to repeatable, scalable results.
15 years experience
1,500 marketers trained since 2015
Exited 6 companies
Learn the system that scales revenue without scaling workload. 45 minutes of lessons, 214% revenue case study, and a complete growth model.
Best for teams
A structured 14-week execution plan
A 100-day sprint to implement the Solid Growth system — so you can scale revenue without scaling your workload. We act as your external growth team and deliver results fast.