Top 26 Automation Software Tools To Speed Up Your Workflow in 2024
If you have a business in the digital space, you might be overwhelmed with the number of tasks associated with marketing. Unfortunately, managing “all the things” can be very time-consuming. The day-to-day tasks of running a business online are endless, from tracking customer journeys to crafting and sending engaging email and social media campaigns.
If you need a way to speed up your workflow and become more productive and efficient, invest in an automation software platform. Automation platforms allow you to create workflows that will automatically do tasks for you. Then, as the user, all you have to do is set them up once, and then they’ll run independently.
Why Should You Use Automation Software?
While automation software can seem intimidating at first, don’t get overwhelmed with all the bells and whistles. Any of the programs on the list below have specific automation protocols that will be perfect to increase your business efficiency and save time.
You could completely automate your process and use a platform like Hubspot, or you could stick with a program like Hive that has a few simple built-in automation features and ease into this technology. But, no matter which program you choose, any one of these platforms will help your business in the following ways:
- Save time: By automating tasks, you can free up your time to focus on more important things.
- Increase productivity: Automated tasks run on their own schedule, which means you don’t have to worry about forgetting or skipping a task.
- Increases consistency: Automation keeps everything running smoothly without any hiccups or missteps.
- Reduces Human Error: Human error can account for many missed opportunities or loss of resources. Automation keeps these errors in check.
How To Choose The Right Automation Software For Your Business
Over the past few years, automation platforms have seen explosive growth. 75% of marketing leaders are already using at least one marketing automation platform, and of this number, 50% claim that automation technology has increased their overall conversion rate. In conjunction with other conversion tools, these platforms drastically boost your business performance.
While we know that these platforms will do wonders when running a business online, the first question to ask is how do you pick the right automation software? What are some of the key features you should look for?
When you begin looking at these automation tools, keep in mind what you want to be automated within your business process. Typical automation software platforms will offer solutions for automating some (or all) of these tasks:
- Email marketing
- Lead capturing
- Spend management
- Customer segmentation
- Social media
- Workflow tasking
Top Automation Software & Tools in 2023
When looking at programs on the market today, keep a running list of the features you would like to utilize when running your business online. Some options may be more robust (and pricy) than you are looking for, and some are just right. Keep an open mind and start your research by checking these top automation tools on the market.
Hive is a leading project management program that offers several built-in automation solutions to help you work faster. Choose between Hive Workflows and Automations to speed up your team’s repetitive, every day tasks — both inside Hive and accross your entire tech stack. Here’s how they work.
Hive Automate is a powerful in-app feature that gives you the power to connect, integrate and build automated workflows across thousands of work apps. This allows you to work better with colleagues and teams regardless of what work tools they are using.
In Hive Automate, you can build “Recipes” using triggers and logic that lead to desired actions. Recipes are automated workflows that can span across multiple apps. Each recipe comprises a trigger and one or more actions that can be carried out when the trigger event is picked up. Actions can occur outright, or be triggered by IF conditions, IF/ELSE conditions, Repeat Actions, be made callable by other recipes, and provide error handling. Using these different variables, we can create multi-step workflows utilizing as many different applications as necessary.
In addition to Hive Automate, the Hive Workflows application lets you automate small, manual, repeatable tasks within Hive. For example, you can choose to re-assign an action card when it is changed to a specific status. Using an intuitive, language-based designer, it’s easy for anyone to build their own automated workflows in just a few clicks — no coding is necessary.
In addition to Hive Automate and Workflows, Hive’s robust project management features ensure that teams have all the tools they need to set themselves up for automation success. And whether you’re a small team or large enterprise organization, Hive has a pricing model that’s affordable for your budget.
HubSpot has been around for a long time and is one of the most well-known (although costly) options on this list. With its wide range of automation tools — including automation for email marketing, creating and executing sales funnel templates, and streamlining customer service — Hubspot is an extremely powerful CRM platform that can help automate many aspects of the user journey while also tracking customer behavior.
In Hubspot, you can easily create email workflows for your customers, contacts, or prospective clients. With Hubspot’s visual editor, you can easily envision those workflows in real time, whether you’re building simple follow-up campaigns or complex, multi-stage journeys with multiple branches.
Hubspot workflows are not just for emails in the strict sense. You can use workflows to call an email validation API or automate your process for recurring everyday tasks, like rotating leads across your sales team or updating data properties in bulk. For example, you create a workflow that triggers an internal notification to your team when a contact takes a specific action, or adds a task to Salesforce when your sales team should follow up with certain contacts. The possibilities are endless.
Unfortunately, all of these useful automation features come at a high price. Because Hubspot is more expensive than the other tools on the market, it’s ideal for larger teams and may be prohibitive for small organizations or entrepreneurs.
Cost: Pricing begins at $800/per month and will cost an enterprise-level client $3200/month
Another long-time favorite, Mailchimp is one of the best platforms out there to automate complex emails and newsletters. This e-mail marketing king is still a top contender because it offers an intuitive and user-friendly platform with great automation features.
However, email automation isn’t all that Mailchimp can do for your business. This platform also helps with building and automating a landing page, A/B testing, social media advertisements, and more. Its automation tool also offers email segmentation so that you can segment subscribers by location (such as region) or demographic characteristics (such as age group). This helps businesses target their marketing efforts more effectively.
Cost: Pricing begins at a free version and can cost an enterprise-level client $299/month
Keap gets high marks for its service as an all-in-one sales, CRM, and marketing automation platform. Formerly known by the name of Infusionsoft, Keap is the perfect automation tool for sales teams, especially when it comes to lead generation for small businesses with less than 25 employees.
Keap has all the features you need to automate your sales process, from lead capturing and contact management to email marketing and automation. Keap also integrates with other applications such as Salesforce, Google Apps, and Zapier so you can get the most out of your automation workflows.
Cost: Pricing starts at $79/per month and can cost an enterprise-level client – $299/month
Omnisend is a versatile email marketing platform that offers robust automation tools designed to streamline and simplify marketing campaigns. It’s a great option for businesses looking to scale their marketing efforts and improve customer engagement.
One of Omnisend’s most notable features is its powerful automation workflows, which allow users to create personalized customer journeys based on a variety of triggers and behaviors. With the intuitive visual editor, users can easily build and customize automated campaigns that send the right message to the right audience at the right time.
Omnisend’s automation capabilities extend beyond just email and SMS. The platform also allows for the creation of multi-channel campaigns that incorporate other channels like push notifications, providing a comprehensive approach to customer engagement.
LeadsBridge is an iPaaS automation solution that enables marketers and advertisers to enhance their omnichannel strategy and build their own interconnected marketing ecosystem. LeadsBridge fulfills your integration needs, bridging gaps between top advertising platforms (Google, Facebook, LinkedIn, and TikTok) and main marketing platforms like CRM, email marketing software, autoresponders and more.
The LeadsBridge platform is specifically designed for companies that want to streamline their advertising activities by integrating their marketing stack with Facebook & Instagram Ads, Google Ads, LinkedIn Ads, and TikTok Ads. With 380+ out-of-the-box integrations available, you can easily connect your favorite software with your advertising platforms, seamlessly synchronizing data for your marketing workflows.
Cost: LeadBridge offers a free plan, which includes 100 leads per month and one running bridge. The paid Pro plan starts with 3 bridges and 800 leads/mo for $22 a month. The Business plan offers custom pricing based on your volume of leads and number of bridges needed.
Customerly marketing automation solution will let you send the right message at the right time, always to the right customer. Whether via chat or email, Customerly will let you automate your marketing communications and effort.
With Customerly, you can create dynamic segments of your customers based on their behavior or tags and automatically send emails or chat messages within minutes. The Workflow and Email Template Builder are easy to use with a drag-and-drop interface. For example, you can create an onboarding email sequence in minutes triggered by your user actions. It can easily integrate with your current tech stack and offers plenty of external integrations.
Cost: Pricing begins as little as $39/per month and offers Enterprises packages starting at $299 monthly.
Zapier is an integration platform that automatically moves information between your online tools, unlocking a more efficient way to work. By giving Zapier the power to handle the repetitive tasks in the apps you use every day, you can save yourself time and energy to focus on the things that are most important. So how does it work?
Zapier is a great way to speed up your workflow and connect apps that otherwise would not be possible using automated connections called Zaps. With Zaps, you have the ability to choose one app as the “Trigger,” which is where your information comes from. When this Trigger event occurs, you can choose to send this information automatically and cause one or more “actions” in another app. Zapier offers integrations with over 3,000 apps, so there’s a good chance your work tools are already included in the Zapier ecosystem.
Cost: Pricing for Zapier is broken down by automation used monthly. For the forever free plan, users can get 100 automations monthly. For the ‘Starter’ package, get 750 automations for $19.99/month. The plans go up from there — see which is right for you.
If you have a small business with a smaller budget, ActiveCampaign automation software might be where you need to look. It offers some of the same great automation features that the competitors like Hubspot offer, but at almost half the price.
Offering a wide range of automation features like email automation, lead capture, lead scoring, automated lead nurturing, event tracking, customer segmentation, and predictive sending. This platform can get as complicated or as simple as you need. Built with basic automation features and the ability to integrate with popular platforms WordPress, Shopify and Magento, this automation software might be just the one you were looking for.
Cost: ActiveCampaign Pricing starts at $49/per month and can cost an enterprise-level client – $259/month
Scalefusion mobile device management is for the unsung heroes in any organization: the System Administrators. Scalefusion allows IT to automate and control administrative policies on smartphones, tablets, tablets, or any other device connected to an organization’s network. You can set up all company-owned devices to enroll automatically when employees turnon the device for the first time.
Scalefusion supports automated device enrollment for Apple DEP, Android Zero Touch, Samsung KNOX, and Azure AD. Device management with automation enables your team to deploy applications on bulk devices, set automated alerts and maintain compliance. Scalefusion gives you the control you need, whether you’re manage a fleet of corporate-owned devices or allowing employees to use their own, allowing for ultimate flexibility in a remote-working environment.
Cost: You can get a 14-day free trial for Scalefusion. Prices start at $2 monthly per device for the Essentials plan, while the Enterprise plan starts at $6 per device per month.
Airtable is an easy solution for teams looking for automation. The solution is a low-code platform for tracking workflow, and building collaborative apps. Airtable has pre-made templates that makes onboarding easier. The software allows integrations with the most popular tools including Google Workspace, Slack, Facebook and Twitter.
One of the big highlights of Airtable as a project management tool is the interface and real collaborative experience, with ability to see projects and tasks on grid-like view, Kanban boards, Gantt charts, and calendar views. Airtable is also used as a backend by many platforms, like Softr, which can serve as a visualization tool for your Airtable data.
Cost: Airtable has a free plan that includes up to 5 creators or editors. The Plus plan costs $10/month and offers several premium features such as custom branded forms and automatic table syncing.
Comparison: Check out the top Airtable alternatives on the market.
Do you sometimes feel that you keep on replying to the same questions on social media over and over again? Maybe you’ve experienced unpleasant situations when you had to delete an offensive comment on your Facebook page? Or caught your competitors trying to use your paid reach and post links to their websites under your Instagram ads?
If any of the above concerns you, an automated social media moderation software is what you need. With NapoleonCat’s Auto-moderation, you can set up automated sequences and reply to repetitive queries hands-free. You can also automatically hide or delete comments that can harm your business and the community gathered on your profiles. Most importantly, these features are also available for Facebook and Instagram ads!
NapoleonCat also offers other automation features such as post scheduling and automated social media reporting.
Cost: You can try NapoleonCat free for 14 days. The paid plans start at $23.25 a month.
EngageBay is an emerging favorite workflow engine for marketing and sales teams with tools for project, deal, contact and campaign management. EngageBay is an alternative to Salesforce and Zoho that brings together these major CRM, marketing, and project management capabilities into a single cloud system.
With EngageBay, your team can tackle many common marketing tasks, including: creating automated marketing campaigns, sending engaging email blasts with personalized messages, utilizing automated lead generation forms, tracking your website visitors’ behavior with web analytics, posting on social media, running SMS and video marketing campaigns, and integrating the CRM with Zapier, Google Suite, Shopify, and other popular platforms.
The software helps small business owners cut down on the number of tools they use, thanks to its all-in-one approach, with tools for marketing, sales and CRM automation. Using one platform like EngageBay is a great way to increase your business efficiency.
Cost: EngageBay offers a free plan and their enterprise-level package starts at $99 a month.
SureTriggers is an integration platform that automates processes between different websites, applications and WordPress plugins. It enables third-party products and services to work with your WordPress website using the IFTTT methodology as most automation platforms. SureTriggers can automate marketing functions, outreach, customer retention, order processing and more.
You can set up your automation with features like schedules, filters, conditions, paths, delays and webhooks. The platform has a visual canvas editor for creating automated workflows, syncing services, and creating triggers and actions using a drag-and-drop page builder for all skill levels. It integrates with many popular WordPress plugins and external services while providing a lot of flexibility to automate and save time.
Cost: SureTriggers has a free version that lets you use 5 automations on a single website and offers paid plans with additional functionality and features.
ClickUp automations allow users to reduce manual efforts in specific tasks while freeing up teams to focus on other priority goals. You can use ClickUp to automatically assign members to a task, add a tag to a task when priority changes, modify status when a deadline arrives and even post a comment when a status or assignee for a task change.
One of the advantages of automated systems on ClickUp is the possibility of working with external apps by integrating them into your workflow. For example, you can automate ClickUp tasks with Google Sheets, Dropbox, Calendly, GitHub, Slack, and Airtable integrations.
ClickUp offers 50+ pre-built automations to help with workflow automation and processes. The platform offers native chat and email, dynamic recurring tasks, customizable board views, and free integrations. To see how ClickUp stacks up against other tools on the market, check out our complete guide to Click Up alternatives.
Cost: ClickUp has a free plan, and its paid plan starts at $5 per member/per month.
Groupboss is a social media automation software that helps Facebook group owners generate leads from members. This platform automates your workflow and saves you from wasting time on the manual admin tasks associated with turning new members into leads. With Groupboss, you can automatically collect the answers from your customized Facebook group membership questions asked before they are admitted to the group. That way you can utilize their answers to follow up with individuals as new leads.
Groupboss has direct integrations with the popular email automation platforms and autoresponders like Mailchimp, Lemlist, Snov.io, GetResponse, Activecampaign, and many more. And if you’re looking for a freelancer to help you promote your social media projects, Evil-mart is another helpful tool to check out.
Cost: There are three different pricing plans of Groupboss. $19/month for 2 groups, $99/year for 3 groups and $189/year for unlimited groups.
Are you having trouble finding customers? Is it getting tedious to manually search and contact your target market to finally sell them your product? FindThatLead is a set of tools that allow you to automate your entire B2B lead generation process, both via email and LinkedIn. FindThatLead also allows you to automate the process of finding your target market, with the option to then send out an automated mass email to that same list once generated.
Within FindThatLead, you can use Scrab.in’s LinkedIn automation features to put your LinkedIn profile on autopilot. This allows you to automate actions such as growing your network of contacts, scheduling automatic messages with InMail, and crawling data and information from your entire target market on LinkedIn. Another top tool for extracting lead information from websites is Scrape-It.Cloud, which could be useful to use in conjunction with FindThatLead.
Cost: FindThatLead offers 50 free credits per registration. Payment plans start at $9/month.
AppFlows is an email software that creates automated email workflows easily. AppFlows can segment audiences and deliver content that matches tastes and trends. Customize emails using its simple drag-and-drop builder with elements that helps you to stay engaged with your customers.
AppFlows lets you schedule email campaigns and send reminders, which helps with overall customer retention and care, improving loyalty. Take advantage of its template library tailored to fit specific industry needs to kick off your branded email campaigns.
Pricing: AppFlows plans start at $99/month.
iSmartRecruit is a AI recruitment software for corporate HRs, mass recruiters, staffing and recruiting agencies. It provides an applicant tracking system and recruitment CRM which easily automate recruitment cycles. By eliminating manual and repetitive tasks in the hiring process, you can focus on picking out the best talent to fill open roles. iSmartRecruit has useful tools to help staffing and recruitment agencies, executive search companies, headhunting firms, and corporate HR departments.
iSmartRecruit gives you the ability to send out automated job opportunities across various platforms and social media. Within the AI-based recruitment software, you can automate your processes for interviewing, hiring and onboarding to streamline your recruiting process.
Cost: iSmartRecruit offers a 14 day free trial and plans begin at $25/month/user.
Kommo is an automation software that transforms messages from different platforms into a powerful sales tool for your company. This multi-purpose CRM application helps businesses of all sizes manage their B2B leads and sales through simple messenger integrations. It allows you to automatically regulate your messaging activities, adding a personal touch to customer interactions. From communicating with leads and moving them through the sales funnel to setting tasks for your team and monitoring the work progress, everything is completely automated.
With Kommo, easily implement new marketing strategies by launching and running large-scale ad campaigns in just a few clicks. The tool is equipped with a code-free AI chatbot that you can program to perform repetitive tasks and it can promptly respond to your customer queries, saving on resources and reducing wait times. Kommo can generate real-time reports offering detailed insights on lead life cycles, sales predictions, campaign performance, and more to leverage your business growth.
Cost: Check out Kommo with their 14-day free trial and see what it can do for you. After the trial is over, they offer monthly subscriptions with pricing starting at $15/month/user.
Syncari is a data automation tool that helps organizations automatize their data transformation processes. It provides a platform for ingesting data from multiple sources, including external systems and legacy applications, and transforming it into a standardized format.
A major issue facing businesses today is the need for a comprehensive no-code data platform that can be used to automate revenue operations. This can be due to a range of reasons, including the complexity of data and the need for custom functionality. With Syncari, you can simply stitch together data from any source with intelligent connectors that are constantly listening for changes.
Syncari differs from traditional methods of web scraping because it pulls data from the services, apps, and platforms you already use, creating a comprehensive view of all of your workplace operations. It’s the most intelligent way to extract data from websites and get a full picture of your business performance. However, if you’re looking for a traditional web scraping platform, Syncari doesn’t quite fit the bill. If you’re simply seeking a no-code solution for automating data collection from your competitors, we’d recommend a web scraping API such as ScrapingBee.
Cost: Syncari has a starter plan that goes for $2995/month, and they offer more advanced plans depending on your business needs.
22. Jotform Sign
Jotform Sign is an electronic signature solution you can use to create, share, and e-sign documents in minutes. It lets you automate your workflow from start to finish by eliminating all manual tasks. With Jotform Sign, you can securely gather signatures anytime, anywhere without the trouble of messy paperwork.
With Jotform Sign, you have access to over 600 ready-made templates to easily build your documents. Plus, the user-friendly drag-and-drop builder allows you to turn your existing PDFs into e-sign documents. Once your ideal form is created, you can send it to as many signers as needed via email, link sharing, or website embedding.
All your data is conveniently organized in a single workspace that can be managed like a calendar or spreadsheet, utilizing an approval workflow to keep all participants in the e-signing process up to date with the document’s status.
Cost: There is a Free Plan available which lets you create up to 10 documents. The paid plans start at $34/month billed annually.
23. Picmaker Social:
Picmaker Social is an end-end social media management platform that allows businesses to manage, schedule and automate their social media posts across multiple platforms from one central dashboard. Picmaker’s social media automation features help maintain a consistent posting schedule, while reducing the manual work involved with running a social media calendar.
Picmaker also allows you to set up custom streams to monitor keywords, hashtags, or mentions, so you can stay informed about what’s happening in your industry and engage with your audience. With a wide range of features and AI, Picmaker makes it easy to create engaging and visually appealing content that can attract and retain your audience’s attention — in record time.
Cost: Paid plans start at $9.95 per month with a 14-day free trial.
When it comes to shopping cart migration services, LitExtension is unrivaled. In just a few simple steps, can you seamlessly transfer your store’s data to a new eCommerce platform. Including products, customers, and even coupon codes, LitExtension can automatically transfer all of your data to make sure nothing is left behind.
LitExtension’s automation features are even more advanced than just basic migration services. For an additional cost, you can configure options like SEO URLs and 301 redirects, customer password migrations, and much more. This way, your website can still maintain the same ranking position on search engines while guaranteeing the most fulfilling customer experience despite platform changes.
Before running the full migration from one platform to another, you can always try out LitExtension’s free demo migration. It allows you to migrate up to 20 entities to see how the service actually works in real life.
Cost: Pricing starts from $79 for the Basic Migration Package and $139 for the All-in-One Solution.
Zendesk is a robust customer service solution offering businesses the ability to automate customer care through text, mobile, phone, email, live chat, social media. By offering efficient and unified communication with customers, Zendesk has helped their clients to increase customer satisfaction rates. One of the most known features of Zendesk is its chatbot, which is used to answer customer questions, provide support, and resolve issues.
Cost: Zendesk basic plan starts at $19 — but has limited features, such as ticketing system, email, Twitter and Facebook and business rules. You can also access customer details and interaction history as well as reports and analytics.
If you operate an ecommerce globally selling physical or digital products, like eBooks,Quaderno will save you money and time when it comes to all your tax obligations. Quaderno can track your tax liability in real time, leaving no room for doubt about where you have tax obligations. The platform customizable and automatic invoicing tool can save you time and money on this repetitive task. Quaderno alerts you if there’s a need to register in a new place and streamline all your taxes needs. The platform simplifies and expedites sales tax, value-added tax (VAT), and goods and services tax (GST) compliance for digital businesses globally — so you can operate across the world with differing tax systems with peace of mind.
Cost: Quaderno’s plans start at $49/month and include up to 250 transactions per month + 3 registered tax jurisdictions.