{"id":47620,"date":"2023-09-26T14:01:23","date_gmt":"2023-09-26T14:01:23","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=47620"},"modified":"2025-11-25T14:07:38","modified_gmt":"2025-11-25T14:07:38","slug":"marketing-automation-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/","title":{"rendered":"Marketing Automation For Financial Advisors: Beyond the Basics"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Taking the right action concerning finances can be sketchy, and it involves a lot of work, which is why businesses and individuals opt for the expertise of financial advisors.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a financial advisor, how do you effectively attract, manage, and keep your clients?&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It&#8217;s no news that marketing is going into automation mode, and the financial industry isn\u2019t left out. Here are some statistics.&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">72% <\/span><span style=\"font-weight: 400;\">of financial services companies are using marketing automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">63% of financial advisors and marketers believe that automation curbed the time spent managing email campaigns.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">According to Forrester Research, businesses that implement <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\"> for customer engagement experience a 23% higher <a href=\"https:\/\/www.engagebay.com\/blog\/customer-retention-strategies\/\">customer retention rate<\/a>.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">How?<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing automation tools help you attract and nurture new leads across multiple platforms, saving you time to handle more technical business operations.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">With features like<a href=\"https:\/\/www.engagebay.com\/crm\/predictive-lead-scoring\"> predictive lead scoring<\/a>, campaign tracking, and dynamic content, you can send ulta-personalized messages automatically, increasing your chances of conversion.&nbsp;&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Whether you are new to marketing automation and need help choosing a tool for your finance advisory firm or want to switch tools and want more options. We have you covered.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this blog post, we cover:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The best software tools in marketing automation for financial advisors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tips and best practices in marketing automation for financial advisors<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Ready? Let\u2019s dive in!<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#Marketing_Automation_A_Quick_Start_On_What_It_Is_and_Its_Importance\" >Marketing Automation: A Quick Start On What It Is and Its Importance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#Benefits_of_Marketing_Automation_for_Financial_Advisors\" >Benefits of Marketing Automation for Financial Advisors<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#Types_of_Marketing_Automation_Tools\" >Types of Marketing Automation Tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#The_Best_Marketing_Automation_Software_for_Financial_Advisors\" >The Best Marketing Automation Software for Financial Advisors<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#Best_Practices_in_Marketing_Automating_for_Financial_Advisors\" >Best Practices in Marketing Automating for Financial Advisors<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/#Wrap_up\" >Wrap up<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Marketing_Automation_A_Quick_Start_On_What_It_Is_and_Its_Importance\"><\/span><span style=\"color: #339966;\"><b>Marketing Automation: A Quick Start On What It Is and Its Importance<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<figure style=\"width: 591px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/miro.medium.com\/v2\/resize:fit:1400\/1*xAROchFJqN7BV1vulh3JZA.png\"><img decoding=\"async\" class=\"\" src=\"https:\/\/miro.medium.com\/v2\/resize:fit:1400\/1*xAROchFJqN7BV1vulh3JZA.png\" alt=\"Marketing automation infographic by Miro\" width=\"591\" height=\"383\"><\/a><figcaption class=\"wp-caption-text\"><em><a href=\"https:\/\/miro.medium.com\/v2\/resize:fit:1400\/1*xAROchFJqN7BV1vulh3JZA.png\">Source<\/a><\/em><\/figcaption><\/figure>\n<p>Marketing automation is a tech-driven strategy, i.e., it involves using software to make your marketing processes easy by removing repetitive tasks.<\/p>\n<p>This approach is widely adopted by <a href=\"https:\/\/www.inbeat.co\/articles\/financial-marketing-agencies\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">financial marketing agencies<\/a> to improve the efficiency of campaigns and provide a more personalized experience for customers.<\/p>\n<p><span style=\"font-weight: 400;\">This improves the efficiency of your marketing strategy and provides a more personalized experience for your customers. As a finance advisor with an automation tool, you can do the following and more:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Carry out <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/multichannel-campaigns\"><span style=\"font-weight: 400;\">omnichannel marketing<\/span><\/a><span style=\"font-weight: 400;\">, ensuring you have a steady stream of leads in your pipeline&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Send targeted messages tailored to clients from different industries and pain points, showing them how your services meet their specific needs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Have your client\u2019s data on a <\/span><span style=\"font-weight: 400;\">central platform<\/span><span style=\"font-weight: 400;\"> for effective management and real-time updates on their interactions with various teams<\/span><\/li>\n<li>Improve customer service by integrating<a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\"> live chats<\/a> on your website by reducing wait time<\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Elevate your email marketing with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">free email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> designed to boost engagement and conversions.<\/span><\/i><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Benefits_of_Marketing_Automation_for_Financial_Advisors\"><\/span><span style=\"color: #339966;\"><b>Benefits of Marketing Automation for Financial Advisors<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There\u2019s no end to the benefits of marketing automation in streamlining your business operations and marketing efforts as a financial advisor. Here are four benefits to begin with:<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. Better quality of leads<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As a financial advisor, having a ton of prospects doesn\u2019t mean they are sales-qualified or will ever convert. With marketing automation, you increase your chances of getting <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> through<\/span><span style=\"font-weight: 400;\">&nbsp;predictive lead scoring<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s how it works.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your marketing team will have a set of predefined actions and scores allocated to them, which will be added up as leads take those actions. For instance, when a lead attends an investment webinar organized by your firm, 20 points can be assigned, or if a lead books a one-on-one free consultation, 50 points can be assigned (depending on the score set by your marketing team).&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This way, leads who score the highest are followed up with personalized messaging, increasing conversion chances.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This also ensures you have a constant stream of leads across the several <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\"><span style=\"font-weight: 400;\">stages in your sales pipeline<\/span><\/a><span style=\"font-weight: 400;\">. Because leads with lower scores can keep being nurtured with educational content that shows them how your service solves their problems, increasing chances for future conversion.<\/span><\/p>\n<p>Modern firms are also leveraging <a href=\"https:\/\/vlinkinfo.com\/services\/ai-development\" data-wpel-link=\"internal\">AI development services<\/a> to enhance predictive lead scoring models, analyze behavioral data more accurately, and automate personalized client outreach for higher conversion efficiency.<\/p>\n<p><span style=\"font-weight: 400;\">According to <\/span><a href=\"https:\/\/www.fronetics.com\/increase-leads-451-marketing-automation\/#:~:text=Supply%20chain%20marketers%20can%20use,451%25%20increase%20in%20qualified%20leads.\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\">, businesses that use marketing automation for lead nurturing experience a 451% increase in qualified fields.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Efficiency and time<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Let\u2019s be sincere: as a financial advisor, you have a lot of manual tasks to do, like appointment scheduling, checking the numbers, and nurturing leads across the various marketing channels and stages.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With automation tools like <\/span><a href=\"https:\/\/www.engagebay.com\/glossary\/appointment-scheduling\"><span style=\"font-weight: 400;\">appointment scheduling<\/span><\/a><span style=\"font-weight: 400;\">, automated email sequences, send-time optimization tools, and the ability to manage<\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/campaign-management\"><span style=\"font-weight: 400;\">&nbsp;your campaigns from a single platform<\/span><\/a><span style=\"font-weight: 400;\"> rather than having many tabs open, it saves you more time to do productive work and focus on more technical business operations.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/retail-marketing-automation-guide\/\">Read also: How To Nail Your Retail Marketing Automation [Tools, Examples]<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Personalization<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">No one likes a generic one-size-fits-all campaign. Reports show that<\/span><a href=\"https:\/\/explodingtopics.com\/blog\/personalization-stats#:~:text=76%25%20of%20consumers%20say%20they,well%20as%20make%20repeat%20purchases.\"><span style=\"font-weight: 400;\"> 76%<\/span><\/a><span style=\"font-weight: 400;\"> of customers reported being more likely to purchase from brands that personalize their offers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s get it straight: personalization extends beyond slamming names on <a href=\"https:\/\/www.engagebay.com\/marketing\/email-broadcast\">email broadcasts<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With marketing automation, you can personalize at scale, from dynamic messaging in email content and website visits to product recommendations and ads retargeting on social media. This increases your chances of connecting with leads and potential clients by addressing their pain points.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>4. Client retention<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It&#8217;s no new news that it costs you more to gain new customers than to retain new ones. Marketing automation doubles your retention efforts in the following ways:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automating your post-sales messaging&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increasing the effectiveness of your customer support through <\/span><span style=\"font-weight: 400;\">live chat<\/span><span style=\"font-weight: 400;\"> and automated response, reducing customer wait time, thereby increasing customer satisfaction<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increases <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/upselling-techniques\/\"><span style=\"font-weight: 400;\">upsell and cross-sell <\/span><\/a><span style=\"font-weight: 400;\">opportunities through omnichannel marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keeping track of customers across multiple platforms to provide updates on services and offerings&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Additionally, according to <\/span><a href=\"https:\/\/www.lenskold.com\/\"><span style=\"font-weight: 400;\">Lenskold<\/span><\/a>,<span style=\"font-weight: 400;\"> 63% of companies that outgrow their rivals use marketing automation for cost-effective marketing.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-landscape\/\">Read also: Marketing Automation Landscape: A Guide To Scaling Your Business<\/a><\/p>\n<hr>\n<h4><span style=\"color: #666699;\"><b>Enhance Your Email Marketing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Want to make your emails more impactful? Check out our beautiful, easy-to-customize recruitment and <\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><span style=\"font-weight: 400;\">email templates<\/span><\/a><span style=\"font-weight: 400;\">. Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!<\/span><\/p>\n<p style=\"text-align: center;\">&nbsp;<span style=\"font-weight: 400;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/email-templates\/\">Browse the Template Library<\/a><\/span><\/p>\n<hr>\n<h2><span class=\"ez-toc-section\" id=\"Types_of_Marketing_Automation_Tools\"><\/span><span style=\"color: #339966;\"><b>Types of Marketing Automation Tools<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are several types of marketing automation tools depending on marketing objectives, marketing channels, or goals. Let&#8217;s see what they are.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. All-in-one marketing automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Automation tools like <\/span><a href=\"https:\/\/www.engagebay.com\/\"><span style=\"font-weight: 400;\">Engage<\/span><span style=\"font-weight: 400;\">Bay<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.hubspot.com\/products\/marketing\/marketing-automation\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\"> can be used to manage all aspects of your marketing, sales, and support efforts. Their built-in <a href=\"https:\/\/www.engagebay.com\/blog\/crm-for-financial-advisors\/\">CRM (customer relationship management)<\/a> lets you have all customer data and interactions with different teams on a centralized platform for real-time updates.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Email marketing automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-email-automation-tools\/\">Email automation tools<\/a> help capture leads, build email segments, and create automated email workflow based on user action. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, an automated email sequence that shows leads what your services are about and how they solve their financial needs after they opt-in to receive your emails.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Social media automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Properly scheduling and publishing content across various channels is always a hassle. Still, it becomes simplified when social media automation tools help with scheduling and publishing. With a social media automation tool, you can track metrics on different media platforms to gauge your marketing efforts. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">A good example is <\/span><a href=\"https:\/\/www.socialpilot.co\/features\"><span style=\"font-weight: 400;\">SocialPilot<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/future-of-marketing-automation\/\">Read also: The Future Of Marketing Automation: 12 Trends For 2024<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>4. CRM automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Customer relationship management (CRM) automation tools are responsible for helping you manage customer data and improve the level of interaction between you as an advisor and the client. <a href=\"https:\/\/www.engagebay.com\/blog\/financial-advisor-crm-tools\/\">CRM automation tools<\/a> can also help you track your customer interactions.<\/span><\/p>\n<p>Additionally, <a href=\"https:\/\/www.signwell.com\/online-signature\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">online signature<\/a> tools like Signwell, DocuSign or HelloSign can integrate with your CRM to streamline contract management and client agreements.<\/p>\n<p>By automating the document signing process, you save time, reduce errors, and enhance client experience with a seamless, secure method for handling contracts, agreements, and forms directly from within your CRM.<\/p>\n<h3><span style=\"color: #993300;\"><b>5. Content marketing automation<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/content-marketing-automation-guide\/\"><span style=\"font-weight: 400;\">Content marketing automation<\/span><\/a><span style=\"font-weight: 400;\"> is a software option that makes creating, publishing, and distributing content easy. The tools also help you track and analyze the results of the already published content.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>6. Analytics and reporting automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Analytics and reporting automation tools meet your need for tracking, measuring, and evaluating campaign performance. Analytics and reporting automation help analyze and provide solutions through insights concerning marketing campaigns.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/is-hubspot-worth-it\/\">Read also: Data-Driven Marketing Automation For Maximum Impact<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Best_Marketing_Automation_Software_for_Financial_Advisors\"><\/span><span style=\"color: #339966;\"><b>The Best Marketing Automation Software for Financial Advisors<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are several <a href=\"https:\/\/www.engagebay.com\/blog\/best-marketing-automation-tools\/\">marketing automation tools<\/a> out there that you can use as a financial advisor. However, we considered ease of use, customer support, unique features, and user ratings for this list.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, the top tools on our list of best marketing automation software (in no particular order) are as follows:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">MailChimp<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Klaviyo<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SocialPilot<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">ActiveCampaign<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">GetResponse<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sprout Social<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho Analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pardot by Salesforce<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drip<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SharpSpring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ontraport<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketo Engage<\/span><\/li>\n<\/ol>\n<p>Here, I&#8217;ve made a table for you to quickly go through the unique features, user ratings, and starting prices of these marketing automation software.<\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Automation tool<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Starting Price<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Unique feature<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Free Plan<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Overall rating G2<\/b><\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">HubSpot<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$45<\/span><\/td>\n<td>Account-based marketing<\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">EngageBay<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$13.74<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Predictive lead scoring, contact management, SMS<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.6<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">MailChimp<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$6<\/span><\/td>\n<td>Campaign automation<\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Klaviyo<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$45<\/span><\/td>\n<td>precise multi-channel attribution<\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.6<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SocialPilot<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$25<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Social media management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">ActiveCampaign<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$49<\/span><\/td>\n<td>Omnichannel marketing<\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">GetResponse<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$13.2<\/span><\/td>\n<td>Free website builder<\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sprout Social<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$249<\/span><\/td>\n<td>Campaign success analytics<\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Zoho Analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$14<\/span><\/td>\n<td>Advanced analytics<\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Pardot<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$1250<\/span><\/td>\n<td>Lead management<\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Drip<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$39<\/span><\/td>\n<td>Drip campaigns<\/td>\n<td><span style=\"font-weight: 400;\">No (14 days free trial)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">SharpSpring<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$449<\/span><\/td>\n<td>Real-time alerts<\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Ontraport<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$24<\/span><\/td>\n<td><span style=\"font-weight: 400;\">CRM and A\/B testing<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Marketo Engage<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Custom<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Marketing management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.1<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>#1. HubSpot<\/b><\/span><\/h3>\n<figure id=\"attachment_39805\" aria-describedby=\"caption-attachment-39805\" style=\"width: 727px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2.png\"><img decoding=\"async\" class=\"wp-image-39805 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2.png\" alt=\"marketing automation software HubSpot \" width=\"727\" height=\"340\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2.png 1130w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2-300x140.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2-1024x479.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2-768x360.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-21-2-595xh.png 595w\" sizes=\"(max-width: 727px) 100vw, 727px\" \/><\/a><figcaption id=\"caption-attachment-39805\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.hubspot.com\/products\/marketing\/marketing-automation\">HubSpot<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The first marketing automation tool on our list is<\/span><a href=\"https:\/\/www.hubspot.com\/products\/marketing\/marketing-automation\"> <span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\">. That&#8217;s because it is an all-in-one marketing software and is super popular. From lead capturing across multiple channels (emails, <a href=\"https:\/\/www.engagebay.com\/blog\/push-notifications\/\">push notifications<\/a>, and pop-up forms) to lead nurturing, multi-channel advertising and management can be done with HubSpot&#8217;s marketing automation features.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, you get advanced data reporting, which helps you make data-driven decisions for your business. For instance, HubSpot website tracking lets you know how online visitors interact with your website, the areas they clicked on, the duration of their visit, and where they are viewing from. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This can help your sales team understand what they are looking for and how best to nurture the lead based on their online behavior.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Calling multiple clients and keeping tabs on the information gathered can be tasking. With the HubSpot calling tool, you can keep track of present and past call interactions with each client.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another beautiful feature of HubSpot is its SEO recommendation. One way to attract and nurture leads as a financial advisor is through blogging. HubSpot&#8217;s SEO recommendation tool helps you identify and fix errors so your blog post can rank higher on the search engine result page (SERP.)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Other features you\u2019ll find in HubSpot include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/glossary\/account-based-marketing\">An account-based marketing<\/a> tool that helps you identify your high-value clients&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Omnichannel marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Paid ads tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contract and campaign management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced marketing reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and <a href=\"https:\/\/www.engagebay.com\/marketing\/sms-marketing\">SMS marketing automation<\/a><\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_31226\" aria-describedby=\"caption-attachment-31226\" style=\"width: 747px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1.png\"><img decoding=\"async\" class=\"wp-image-31226 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1.png\" alt=\"HubSpot Marketing Hub pricing\" width=\"747\" height=\"271\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1.png 1413w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1-300x109.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1-1024x371.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1-768x278.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Marketing-Software-Pricing-HubSpot-1-595xh.png 595w\" sizes=\"(max-width: 747px) 100vw, 747px\" \/><\/a><figcaption id=\"caption-attachment-31226\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.hubspot.com\/pricing\/marketing\/starter?hubs_content=www.hubspot.com%2Fproducts%2Fmarketing%2Fmarketing-automation&amp;hubs_content-cta=hsg-nav__link-active&amp;products=marketing-hub-starter_1&amp;term=annual\">HubSpot&#8217;s pricing<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">HubSpot has four pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Starter<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> No credit card is required to access all free tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Starter:<\/b><span style=\"font-weight: 400;\"> $45\/month, billed annually at $216 with up to 1,000 marketing contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $800\/month, billed annually, up to 2,000 marketing contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $3600\/month, billed annually at $43,200, up to 10,000 marketing contacts<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">All-in-one marketing software<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Responsive customer support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Measures and track your results of campaign performance<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to use, even for beginners<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrated CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Robust integrations&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Expensive CRM software<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Inflexible contract<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Additional charges for additional technical support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">There is no A\/B testing on lower packages (Pro and Starter)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting is not available on lower packages<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_31806\" aria-describedby=\"caption-attachment-31806\" style=\"width: 692px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1.png\"><img decoding=\"async\" class=\" wp-image-31806\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1.png\" alt=\"hubspot capterra reviews\" width=\"692\" height=\"307\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1.png 1306w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1-300x133.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1-1024x455.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1-768x341.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-1-595xh.png 595w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><\/a><figcaption id=\"caption-attachment-31806\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.capterra.com\/p\/171840\/HubSpot-Marketing\/reviews\/\">Capterra<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/is-hubspot-worth-it\/\">Read also: Is HubSpot Worth It? In-depth Review for Small Businesses<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#2.EngageBay<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay.png\"><img decoding=\"async\" class=\"wp-image-47365 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay.png\" alt=\"engagebay - marketing automation platform for small businesses\" width=\"725\" height=\"327\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay.png 2596w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay-1024x462.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay-768x346.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay-1536x692.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/engagebay-2048x923.png 2048w\" sizes=\"(max-width: 725px) 100vw, 725px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is the second on our list, and this is because it is open to businesses of all sizes. Being available to businesses of all sizes means that the size of your company does not matter. <\/span><span style=\"font-weight: 400;\">EngageBay<\/span><span style=\"font-weight: 400;\"> can handle it. The software is also an <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">all-in-one automation tool<\/a> that can streamline all your marketing, sales, and support efforts on a single platform.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How nice would it be to be able to send different messages to your clients based on their stage in the sales funnel? With EngageBay\u2019s predictive lead scoring, you can efficiently score leads and send personalized automated messaging based on where your leads are on their customer journey.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay\u2019s live chat feature allows you to send quick and personalized responses to website visitors, reducing response time and increasing customer satisfaction. Additionally, you can increase team productivity by automating your outbound call using the<\/span><a href=\"https:\/\/www.engagebay.com\/crm\/auto-dialer-software\"><span style=\"font-weight: 400;\"> auto-dialer software.&nbsp;<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">As a financial advisor, you don\u2019t have to allow deals to slip through the cracks with EngageBay\u2019s <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\"><span style=\"font-weight: 400;\">contact management<\/span><\/a><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\"> tool<\/a>, which will enable you to manage contacts, deals, &amp; tasks so you can stay organized and close more sales with clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It doesn\u2019t end there. EngageBay\u2019s <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM tool<\/a> lets you have all customer data and real-time updates across teams on a centralized platform for effective communication and relationship building. Additionally, explore our <a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_new\" rel=\"noreferrer noopener\">email templates<\/a> to enhance your email campaigns and boost engagement rates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Also, with the website tracking feature, you are privy to your visitors&#8217; demographics, such as location, time spent on site, age, etc. This helps with client segmentation for dynamic nurturing.&nbsp;<\/span><\/p>\n<figure id=\"attachment_35813\" aria-describedby=\"caption-attachment-35813\" style=\"width: 735px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/ezgif.com-gif-maker-16.gif\"><img decoding=\"async\" class=\"wp-image-35813 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/ezgif.com-gif-maker-16.gif\" alt=\"EngageBay web analytics\" width=\"735\" height=\"366\"><\/a><figcaption id=\"caption-attachment-35813\" class=\"wp-caption-text\">EngageBay&#8217;s web analytics<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Other features on EngageBay include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email template builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Milestone tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media post-scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced reporting and analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/marketing\/sms-marketing\"><span style=\"font-weight: 400;\">SMS broadcast<\/span><\/a><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_32920\" aria-describedby=\"caption-attachment-32920\" style=\"width: 704px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346.png\"><img decoding=\"async\" class=\"wp-image-32920 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346.png\" alt=\"EngageBay pricing\" width=\"704\" height=\"456\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346.png 1353w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346-300x194.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346-1024x663.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346-768x497.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/All-in-One-Pricing-Plans-EngageBay-e1669898871346-595x385.png 595w\" sizes=\"(max-width: 704px) 100vw, 704px\" \/><\/a><figcaption id=\"caption-attachment-32920\" class=\"wp-caption-text\"><a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">EngageBay Pricing<\/a><\/figcaption><\/figure>\n<ul>\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> No credit card is required; 250 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Basic:<\/b><span style=\"font-weight: 400;\"> $14.99\/month, 750 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Growth:<\/b><span style=\"font-weight: 400;\"> $49.99\/month, 5000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Pro:<\/b><span style=\"font-weight: 400;\"> $99.99\/month,&nbsp; unlimited contacts<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">save 8% on all plans<\/a> when you subscribe to the annual payments and 15% when you subscribe to the biennial payments.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">All-in-one automation software for sales and marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Designed for SMBs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Free CRM, helpdesk, and live chat support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SMB-friendly pricing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to use and dependable<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Saves time and improves efficiency<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing page templates are limited at the moment<\/span><\/li>\n<li style=\"font-weight: 400;\">Limited integrations<\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">&nbsp;<\/span><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_31044\" aria-describedby=\"caption-attachment-31044\" style=\"width: 646px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay.png\"><img decoding=\"async\" class=\" wp-image-31044\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay.png\" alt=\"EngageBay Review\" width=\"646\" height=\"305\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay.png 1233w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay-300x142.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay-1024x483.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay-768x363.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/engagebay-595xh.png 595w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/a><figcaption id=\"caption-attachment-31044\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.capterra.com\/p\/178819\/EngageBay-Marketing\/\">Capterra<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/free-marketing-automation-platforms\/\">Read also: 17 Cool Free Marketing Automation Platforms Reviewed<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#3. MailChimp<\/b><\/span><\/h3>\n<figure id=\"attachment_47672\" aria-describedby=\"caption-attachment-47672\" style=\"width: 753px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577.png\"><img decoding=\"async\" class=\"wp-image-47672 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577-e1695179277297.png\" alt=\"marketing automation software MailChimp\" width=\"753\" height=\"303\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577-e1695179277297.png 1355w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577-e1695179277297-300x121.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577-e1695179277297-1024x413.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-577-e1695179277297-768x309.png 768w\" sizes=\"(max-width: 753px) 100vw, 753px\" \/><\/a><figcaption id=\"caption-attachment-47672\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/mailchimp.com\/automations\/\">MailChimp website<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The third software on our list, MailChimp, has many features. First, MailChimp&#8217;s campaign manager is excellent for lead generation. It allows you to build campaigns on multiple platforms and manage them from a unified platform. Additionally, the MailChimp campaign manager will enable you to track success based on your goals for each campaign.&nbsp;&nbsp;<\/span><\/p>\n<p>With its webhook integration, you can manage internal notifications, support tickets, to-do lists, and more by integrating into Campaign Manager for a seamless experience. Additionally, you can automatically update your <a href=\"https:\/\/synder.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">accounting automation software<\/a> when invoices are paid, cancel a paid subscription, or unsubscribe a client from a subscription.<\/p>\n<p>That&#8217;s not all. MailChimp&#8217;s free website and <a href=\"https:\/\/www.engagebay.com\/marketing\/landing-pages\">landing page tool<\/a> allows you to grow your finance brand, attract more leads, and enhance your marketing efforts at no extra cost. This is cool if you run a small finance advisory firm or a solopreneur.<\/p>\n<p>Its Customer Journey Builder also allows you to scale your automation efforts while maintaining relevant customer interactions based on their browsing behavior.<\/p>\n<p>Other features you&#8217;ll find on MailChimp include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customized email design<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign automation and journey creation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Audience segmentation and <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-behavioral-targeting\/\">behavioral targeting<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Signup forms, landing pages, and websites<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Send time optimization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pre-built email templates&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_47673\" aria-describedby=\"caption-attachment-47673\" style=\"width: 738px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578.png\"><img decoding=\"async\" class=\"wp-image-47673 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578-e1695182224770.png\" alt=\"Mailchimp pricing\" width=\"738\" height=\"304\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578-e1695182224770.png 1290w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578-e1695182224770-300x124.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578-e1695182224770-1024x422.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-578-e1695182224770-768x317.png 768w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/a><figcaption id=\"caption-attachment-47673\" class=\"wp-caption-text\"><a href=\"https:\/\/mailchimp.com\/pricing\/marketing\/?currency=BRL\">MailChimp Pricing<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">MailChimp has four pricing plans \u2013 <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Essentials<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Premium<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li><b>Free:<\/b><span style=\"font-weight: 400;\"> Access to automation is allowed, but with limited features<\/span><\/li>\n<li><b>Essentials:<\/b><span style=\"font-weight: 400;\"> $6\/month, billed annually, 500 contacts<\/span><\/li>\n<li><b>Standard:<\/b><span style=\"font-weight: 400;\"> $10\/month, billed annually, 500 contacts<\/span><\/li>\n<li><b>Premium:<\/b><span style=\"font-weight: 400;\"> $175\/month, billed annually, for a custom plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Beginner friendly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ability to segment contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Import contacts from other platforms such as Salesforce, Square Space<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multivariate and A\/B testing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in conversion tools to convert <a href=\"https:\/\/www.engagebay.com\/blog\/sales-lead-management\/\">leads to sales<\/a>&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited email capability with every plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited access to full features with the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Not cost-effective if your finance advisory caters to large contact<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47674\" aria-describedby=\"caption-attachment-47674\" style=\"width: 735px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-579.png\"><img decoding=\"async\" class=\" wp-image-47674\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-579.png\" alt=\"MailChimp Review G2\" width=\"735\" height=\"303\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-579.png 893w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-579-300x124.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-579-768x316.png 768w\" sizes=\"(max-width: 735px) 100vw, 735px\" \/><\/a><figcaption id=\"caption-attachment-47674\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/mailchimp-all-in-one-marketing-platform\/reviews\">G2<\/a><\/em><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/mailchimp-alternatives\/\">Read also: 17 Mailchimp Alternatives With Pricing, Comparison Tables<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#4. Klaviyo<\/b><\/span><\/h3>\n<figure id=\"attachment_42572\" aria-describedby=\"caption-attachment-42572\" style=\"width: 722px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner.png\"><img decoding=\"async\" class=\"wp-image-42572 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner.png\" alt=\"Marketing automation tool Klaviyo \" width=\"722\" height=\"311\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner.png 1332w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner-300x129.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner-1024x441.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner-768x330.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-banner-595xh.png 595w\" sizes=\"(max-width: 722px) 100vw, 722px\" \/><\/a><figcaption id=\"caption-attachment-42572\" class=\"wp-caption-text\">Source:<a href=\"https:\/\/www.klaviyo.com\/\"> Klaviyo website<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Fourth on this list is Klaviyo. Klaviyo is loved for its advanced segmentation and automation capabilities. As a financial advisor, you can set up drip campaigns and automated sequences for new or existing customers. For example, you can create <a href=\"https:\/\/www.engagebay.com\/blog\/onboarding-email-templates\/\">onboarding sequences for new clients<\/a> or welcome emails, nurture leads with personalized content, or send automated reminders for important meetings or financial milestone updates.<\/span><\/p>\n<p>Additionally, you can reach clients offline with time-sensitive updates and appointment reminders with Klaviyo&#8217;s SMS marketing tool.<\/p>\n<p>Klaviyo integrates with CRM tools, allowing you to centralize client data and automate communication based on client interactions and milestones. For those exploring similar tools, several <a href=\"https:\/\/www.emailvendorselection.com\/klaviyo-alternatives\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Klaviyo alternatives<\/a> offer comparable automation, segmentation, and analytics features tailored to different business needs and budgets.<\/p>\n<p>other features you&#8217;ll find on Klaviyo include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time, marketer-friendly segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Detailed <a href=\"https:\/\/www.engagebay.com\/blog\/customer-profile\/\">customer profiles<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Flexible data storage and retention<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in compliance and deliverability<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated A\/B testing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drag-and-drop automation builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Precise multi-channel attribution<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_42573\" aria-describedby=\"caption-attachment-42573\" style=\"width: 708px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing.png\"><img decoding=\"async\" class=\"wp-image-42573 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing.png\" alt=\"Klaviyo pricing\" width=\"708\" height=\"291\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing.png 1174w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing-1024x420.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing-768x315.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Klaviyo-pricing-595xh.png 595w\" sizes=\"(max-width: 708px) 100vw, 708px\" \/><\/a><figcaption id=\"caption-attachment-42573\" class=\"wp-caption-text\"><a href=\"https:\/\/www.klaviyo.com\/pricing\">Klaviyo pricing<\/a><\/figcaption><\/figure>\n<ul>\n<li><b>Free:<\/b><span style=\"font-weight: 400;\"> Access to 50 monthly SMS &amp; MMS credit, and 60 emails<\/span><\/li>\n<li><b>Email:<\/b><span style=\"font-weight: 400;\"> starting at $20\/month, up to 500 contacts<\/span><\/li>\n<li><b>Email &amp; SMS:<\/b><span style=\"font-weight: 400;\"> starting at 35\/month, up to 500 contacts<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy-to-use interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email scheduler<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In-depth analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer service<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The pricing structure is dependent on your <a href=\"https:\/\/www.engagebay.com\/blog\/email-list-quality-email-deliverability\/\">email list<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No in-built landing page builder<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47677\" aria-describedby=\"caption-attachment-47677\" style=\"width: 756px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1.png\"><img decoding=\"async\" class=\"wp-image-47677 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1.png\" alt=\"Klaviyo review\" width=\"756\" height=\"224\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1.png 1281w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1-300x89.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1-1024x303.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-580-1-768x227.png 768w\" sizes=\"(max-width: 756px) 100vw, 756px\" \/><\/a><figcaption id=\"caption-attachment-47677\" class=\"wp-caption-text\"><a href=\"https:\/\/www.capterra.com\/p\/156699\/Klaviyo\/reviews\/\">Capterra<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-is-pardot\/\">Read also: What is Pardot? An In-depth Guide for Beginners<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#5. SocialPilot<\/b><\/span><\/h3>\n<figure id=\"attachment_47678\" aria-describedby=\"caption-attachment-47678\" style=\"width: 727px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot.png\"><img decoding=\"async\" class=\"wp-image-47678 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot.png\" alt=\"Marketing automation tool SocialPilot\" width=\"727\" height=\"416\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot.png 1271w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot-300x172.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot-1024x587.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Social-pilot-768x440.png 768w\" sizes=\"(max-width: 727px) 100vw, 727px\" \/><\/a><figcaption id=\"caption-attachment-47678\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.socialPilot.co\/\">SocialPilot<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Fifth on our list, SocialPilot is a cloud-based social media management that helps with content creation, curation, scheduling, and overall management of social media brands.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With SocialPilot, you can schedule when you want to upload created content on any or all of your media platforms. You can add to the queue, schedule for a later time, or choose to publish immediately at your selected time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software can help you reach a broader audience as a financial advisor on all your media platforms. It can automate most time-consuming tasks, such as scheduling posts, managing hashtags, and tracking analytics.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SocialPilot can also help you measure the ROI of your <a href=\"https:\/\/www.engagebay.com\/blog\/social-media-marketing-goals\/\">social media marketing campaign<\/a>. With features such as social media analytics, ads, and campaign optimization, you do not need to be scared of the hectic work.<\/span><\/p>\n<p>Other features you&#8217;ll find on SocialPilot include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign planning<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media Ads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media publishing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign optimization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social engagement<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Browser extension<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advance post scheduler<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">URL shortening integration<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_47683\" aria-describedby=\"caption-attachment-47683\" style=\"width: 728px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491.png\"><img decoding=\"async\" class=\"wp-image-47683 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491.png\" alt=\"SocialPilot Pricing\" width=\"728\" height=\"303\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491.png 1249w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491-300x125.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491-1024x426.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-582-e1695191212491-768x319.png 768w\" sizes=\"(max-width: 728px) 100vw, 728px\" \/><\/a><figcaption id=\"caption-attachment-47683\" class=\"wp-caption-text\"><a href=\"https:\/\/www.socialpilot.co\/plans\">SocialPilot Pricing<\/a><\/figcaption><\/figure>\n<p>Social Pilot offers four pricing plans: Professional, Small team, Agency, and Agency+.<\/p>\n<ul>\n<li><b>Professional:<\/b><span style=\"font-weight: 400;\"> $25\/month, billed annually, 10 social media accounts<\/span><\/li>\n<li><b>Small team:<\/b><span style=\"font-weight: 400;\"> $42.50\/month, billed annually, 20 social media accounts<\/span><\/li>\n<li><b>Agency:<\/b><span style=\"font-weight: 400;\"> $85\/month, billed annually, 30 social media accounts<\/span><\/li>\n<li><b>Agency+:<\/b><span style=\"font-weight: 400;\"> $170\/month, billed annually, 50 social media accounts with unlimited users and clients&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You save 15% on all plans when you subscribe annually.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Very affordable<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It supports all major social media platforms<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reseller options<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Content curation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bulk scheduling with images<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lack of Instagram analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Absence of a completely free plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47684\" aria-describedby=\"caption-attachment-47684\" style=\"width: 601px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/social-pilot-review.png\"><img decoding=\"async\" class=\" wp-image-47684\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/social-pilot-review.png\" alt=\"social pilot review\" width=\"601\" height=\"271\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/social-pilot-review.png 907w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/social-pilot-review-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/social-pilot-review-768x346.png 768w\" sizes=\"(max-width: 601px) 100vw, 601px\" \/><\/a><figcaption id=\"caption-attachment-47684\" class=\"wp-caption-text\"><a href=\"https:\/\/www.g2.com\/products\/socialpilot\/reviews\">G2<\/a><\/figcaption><\/figure>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Optimize your marketing efforts with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> designed for efficiency and impact.<\/span><\/i><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/aweber-vs-mailchimp\/\">Read also: AWeber vs Mailchimp and Other Email Tools<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#6. ActiveCampaign<\/b><\/span><\/h3>\n<figure id=\"attachment_41875\" aria-describedby=\"caption-attachment-41875\" style=\"width: 813px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414.png\"><img decoding=\"async\" class=\"wp-image-41875 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414.png\" alt=\"Marketing automation software ActiveCampaign\" width=\"813\" height=\"339\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414.png 1282w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414-300x125.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414-1024x427.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414-768x320.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Screenshot-414-595xh.png 595w\" sizes=\"(max-width: 813px) 100vw, 813px\" \/><\/a><figcaption id=\"caption-attachment-41875\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.activecampaign.com\/?_r=HJE51BK1&amp;gclid=CjwKCAjw3oqoBhAjEiwA_UaLtu8nMUzI3mTzlJ2uoRSke7IPMdxXNcQX6BL20BiNX-h9VhSbUJv_2RoCBBUQAvD_BwE\">ActiveCampaign website<\/a><\/figcaption><\/figure>\n<p>ActiveCampaign&#8217;s scheduling tool lets your finance clients and prospects book meetings or consultations through your website.<\/p>\n<p>Additionally, you can set up<a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\"> automated sequences<\/a> to nurture leads and give market updates, investment, and financial newsletters with its automated workflows. This is important to nurture leads, build customer trust, and bring them up in the sales pipeline.<\/p>\n<p>For instance, when a new client signs up for your webinar or newsletter from your lead capture forms on your website, sending emails with relevant financial updates is an excellent way to showcase expertise and increase the chances of closing the client.<\/p>\n<p>Also, with ActiveCampaign, you can create custom <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">audience segments<\/a> based on client behavior and interests, allowing you to deliver highly targeted ads on social spaces like Facebook and re-engage existing leads or clients.<\/p>\n<p>Other features available to you include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Access to 870+ integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Client segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automations map<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Split automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drag and drop email designer<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing pages<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B testing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer relationship management (CRM)<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure id=\"attachment_41876\" aria-describedby=\"caption-attachment-41876\" style=\"width: 617px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing.png\"><img decoding=\"async\" class=\"wp-image-41876 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing.png\" alt=\"Activecampaign marketing pricing\" width=\"617\" height=\"217\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing.png 1055w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing-300x105.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing-1024x360.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing-768x270.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/Activecampaign-marketing-pricing-595xh.png 595w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/a><figcaption id=\"caption-attachment-41876\" class=\"wp-caption-text\"><a href=\"https:\/\/www.activecampaign.com\/pricing\">ActiveCampaign Pricing<\/a><\/figcaption><\/figure>\n<p>With ActiveCampaign, you can access four pricing plans&#8211;Lite, Plus, Professional, and Enterprise.<\/p>\n<ul>\n<li><b>Lite:<\/b><span style=\"font-weight: 400;\"> Free, but it has minimal access to all features<\/span><\/li>\n<li><b>Plus:<\/b><span style=\"font-weight: 400;\"> $49\/month, billed annually<\/span><\/li>\n<li><span style=\"font-weight: 400;\">&nbsp;<\/span><b>Professional:<\/b><span style=\"font-weight: 400;\"> $149\/month, billed annually<\/span><\/li>\n<li><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> Customized plan for marketing of large-scale<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li><span style=\"font-weight: 400;\">ActiveCampaign has a CRM platform<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Allows you to split test <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">automation workflows<\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced automation capabilities, including customizable triggers<\/span><\/span><\/li>\n<li><span style=\"font-weight: 400;\">High deliverability<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Free Migration<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Powerful automation<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Flexible integration<\/span><\/li>\n<\/ul>\n<p><span style=\"color: #666699;\"><b style=\"font-size: 1.3em; font-style: inherit;\">Cons<\/b><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer relationship management is not included in the Lite plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B testing is not in the Lite plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limitations on the number of conditions you can add to a segment<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The free trial is short<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pricing is complex<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_33953\" aria-describedby=\"caption-attachment-33953\" style=\"width: 698px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25.png\"><img decoding=\"async\" class=\" wp-image-33953\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25.png\" alt=\"ActiveCampaign capterra reviews\" width=\"698\" height=\"241\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25.png 1236w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-300x104.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-1024x354.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-768x265.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-595xh.png 595w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/><\/a><figcaption id=\"caption-attachment-33953\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.capterra.com\/p\/79367\/ActiveCampaign\/reviews\/\">Capterra<\/a><\/figcaption><\/figure>\n<h3><span style=\"color: #993300;\"><b>#7. GetResponse<\/b><\/span><\/h3>\n<figure id=\"attachment_39459\" aria-describedby=\"caption-attachment-39459\" style=\"width: 721px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse.webp\"><img decoding=\"async\" class=\"wp-image-39459 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse.webp\" alt=\"Marketing automation platform GetResponse\" width=\"721\" height=\"340\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse.webp 1228w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse-300x141.webp 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse-1024x483.webp 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse-768x362.webp 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/GetResponse-595xh.webp 595w\" sizes=\"(max-width: 721px) 100vw, 721px\" \/><\/a><figcaption id=\"caption-attachment-39459\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.getresponse.com\/max?camp=Other_EN_Search_GR_MAX_Brand&amp;adgroup=146106467716&amp;kw=Getresponse%20enterprise&amp;type=e&amp;device=c&amp;creative=%7BAdId%7D&amp;crtn=GR_MAX_Brand&amp;utm_source=google&amp;utm_medium=cpc&amp;utm_term=getresponse%20enterprise&amp;utm_campaign=Other_EN_Search_GR_MAX_Brand&amp;hsa_acc=5966426580&amp;hsa_cam=19689958724&amp;hsa_grp=146106467716&amp;hsa_ad=648176498860&amp;hsa_src=g&amp;hsa_tgt=kwd-364353311488&amp;hsa_kw=getresponse%20enterprise&amp;hsa_mt=e&amp;hsa_net=adwords&amp;hsa_ver=3&amp;gclid=CjwKCAjw3oqoBhAjEiwA_UaLtl7ktnqANhbOcoIsc_QrR_IxretZztsT4AxF-ws4j5mGrcvKG9_fUxoCph8QAvD_BwE\">GetResponse website<\/a><\/figcaption><\/figure>\n<p>Want to improve customer service? With GetResponse, you can automatically send <a href=\"https:\/\/www.engagebay.com\/blog\/automated-emails\/\">follow-up emails<\/a> after client interactions or inquiries, ensuring timely responses and improved customer service, or integrate with other survey tools like Google Forms or Survey Monkey.<\/p>\n<p>Integrate GetResponse with CRM systems, financial planning tools, or other software to streamline client management and communication. You can also reduce time spent on administrative work by automating tasks such as financial reports or compliance documents.<\/p>\n<p>GetResponse&#8217;s robust integration allows you to easily integrate into other financial tools necessary for a seamless experience, such as Google Analytics or Tableau for advanced reporting and analytics or webinar hosting platforms Zoom and WebEx.<\/p>\n<p>Other features on GetResponse include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales funnel and conversion funnel<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing pages and website builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in <a href=\"https:\/\/www.engagebay.com\/support\/create-email-templates\">email templates<\/a> and editor<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data management and deliverability<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data segmentation<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 761px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh5.googleusercontent.com\/po003QCc4gJrYLTkw9UwkD4U69omlBPsJpgfYv4NDzBhKlKGxSa-NJVzbJZL_j5jUdVfmcIM1XNdGO6EKfgEor-2vLPBLhLd3sqov0eU4fRofxXB2JXlg0yjFDl-Zt1Y3v0WJVy-0kIT1XVmQ-zz2gI\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh5.googleusercontent.com\/po003QCc4gJrYLTkw9UwkD4U69omlBPsJpgfYv4NDzBhKlKGxSa-NJVzbJZL_j5jUdVfmcIM1XNdGO6EKfgEor-2vLPBLhLd3sqov0eU4fRofxXB2JXlg0yjFDl-Zt1Y3v0WJVy-0kIT1XVmQ-zz2gI\" alt=\"GetResponse Pricing\" width=\"761\" height=\"408\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/www.getresponse.com\/pricing\">GetResponse Pricing<\/a><\/figcaption><\/figure>\n<p>As a financial advisor, four pricing plans are available for your marketing needs on GetResponse.<\/p>\n<ul>\n<li><b>Free:<\/b><span style=\"font-weight: 400;\"> No credit card required. Limited access to full features.<\/span><\/li>\n<li><b>Email marketing:<\/b><span style=\"font-weight: 400;\"> $13.2\/month, billed annually, up to 1,000 subscribers<\/span><\/li>\n<li><b>Marketing automation:<\/b><span style=\"font-weight: 400;\"> $41.1\/month, billed annually, up to 1,000 subscribers for email<\/span><\/li>\n<li><b>Max:<\/b><span style=\"font-weight: 400;\"> Custom plan at $999\/month, billed annually<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><span style=\"font-weight: 400;\">&nbsp;<\/span><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable compared to other email marketing automation tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Conversion funnel<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google Analytics can be integrated with platforms like Facebook and WordPress<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Live chat for websites<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email list automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy-to-use drag-and-drop tools that help simplify email creation<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No refund on the annual plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You get phone support only when you buy a Max plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic automation on some plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B splitting is easy, but analytics is a bit slow and confusing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No free landing page template is provided<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_33956\" aria-describedby=\"caption-attachment-33956\" style=\"width: 791px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5.png\"><img decoding=\"async\" class=\" wp-image-33956\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5.png\" alt=\"GetResponse capterra revews\" width=\"791\" height=\"256\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5.png 1248w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5-300x97.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5-1024x331.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5-768x249.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/chrome-capture-2022-11-25-5-595xh.png 595w\" sizes=\"(max-width: 791px) 100vw, 791px\" \/><\/a><figcaption id=\"caption-attachment-33956\" class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.g2.com\/products\/getresponse\/reviews\">Capterra<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/getresponse-alternatives\/\">Read also: 15 of the Best GetResponse Alternatives (Features, Pricing)<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#8. Sprout Social<\/b><\/span><\/h3>\n<figure style=\"width: 729px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh4.googleusercontent.com\/AgzFKOy6nKJfUTQKzRizUDmctTtyZeoBbg5sjEmkYHvj8t6YJT6Aeqb8jx01nkGDsAuljqfMtJqf-de3zmba5HeskkIaLbMzivVZ6c36NiwMERrSZWxKRHxidUSviYP3uwMsJTKDXFcD9eKC6yh1SZc\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh4.googleusercontent.com\/AgzFKOy6nKJfUTQKzRizUDmctTtyZeoBbg5sjEmkYHvj8t6YJT6Aeqb8jx01nkGDsAuljqfMtJqf-de3zmba5HeskkIaLbMzivVZ6c36NiwMERrSZWxKRHxidUSviYP3uwMsJTKDXFcD9eKC6yh1SZc\" alt=\"Marketing automation tool Sprout Social\" width=\"729\" height=\"298\"><\/a><figcaption class=\"wp-caption-text\">Source: <a href=\"https:\/\/sproutsocial.com\/features\/social-media-automation\/\">Sproutsocial website<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Sprout Social is a social media marketing automation software that you can use to streamline your media publishing and scheduling. The streamlining helps you to make decisions based on the obtained data with analytics tools.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Sprout Social, you can identify market shifts, monitor your brand&#8217;s health, and track competitors to stay ahead of them. The software also integrates with tools like Salesforce to extract real business value.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">People who use Sprout Social do so because the automation reduces the time spent on social marketing. You can also incorporate it to reach a wider audience with <a href=\"https:\/\/www.engagebay.com\/blog\/social-media-engagement-posts\/\">social media content<\/a>. Its features allow you to monitor your media platform, track negatives, and track brand sentiments.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a financial advisor, you can also collaborate with your team on social media marketing.<\/span><\/p>\n<p>Other features you&#8217;ll find on Sprout Social include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Competitor analysis<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign success analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead generation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated routing and prioritization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Broad channel coverage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Noise and <a href=\"https:\/\/www.engagebay.com\/blog\/spam-filters-email-deliverability\/\">spam filtering<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time filtering<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 841px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh4.googleusercontent.com\/rEJssrrsiQ6lFaVZP9Cf7EDCWbg2tI6GWcrgGnIJPZGkH72z-dlRMmjiH-laZqHxlEVL3l5sIsGNE5bbXpbMIaQJ4DFp9m76iCB-fd6gLiGd-pndhrhljHa-IMrn9Xs0iY81lE5xpjpyLYHiL2MXJu8\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh4.googleusercontent.com\/rEJssrrsiQ6lFaVZP9Cf7EDCWbg2tI6GWcrgGnIJPZGkH72z-dlRMmjiH-laZqHxlEVL3l5sIsGNE5bbXpbMIaQJ4DFp9m76iCB-fd6gLiGd-pndhrhljHa-IMrn9Xs0iY81lE5xpjpyLYHiL2MXJu8\" alt=\"Sprout Social pricing\" width=\"841\" height=\"273\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/sproutsocial.com\/pricing\/\">Sprout Social pricing<\/a><\/figcaption><\/figure>\n<p><span style=\"color: #666699;\"><b style=\"font-size: 1.3em; font-style: inherit;\">Pricing<\/b><\/span><\/p>\n<p>There are four pricing packages on Sprout Social<\/p>\n<ul>\n<li><b>Standard:<\/b><span style=\"font-weight: 400;\"> $249\/month, 5 social profiles<\/span><\/li>\n<li><b>Professional:<\/b><span style=\"font-weight: 400;\"> $399\/month, unlimited social profiles<\/span><\/li>\n<li><b>Advanced:<\/b><span style=\"font-weight: 400;\"> $499\/month, unlimited social profiles<\/span><\/li>\n<li><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> custom plan with unlimited social profiles and premier success consulting services<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A wide range of social media outlets, including YouTube and Google Analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Intuitive and neat user interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ability to schedule content<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Exceptional reporting capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Useful app integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy-to-use<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media analytics<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Technical support is low<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited scheduling and reporting features<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited core social media publishing options<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Reviews<\/strong><\/span><\/h4>\n<figure id=\"attachment_47688\" aria-describedby=\"caption-attachment-47688\" style=\"width: 618px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Sprout-Social-review-e1695197670670.png\"><img decoding=\"async\" class=\" wp-image-47688\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Sprout-Social-review-e1695197670670.png\" alt=\"Sprout Social review\" width=\"618\" height=\"363\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Sprout-Social-review-e1695197670670.png 912w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Sprout-Social-review-e1695197670670-300x176.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Sprout-Social-review-e1695197670670-768x451.png 768w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/a><figcaption id=\"caption-attachment-47688\" class=\"wp-caption-text\">G2<\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/wealth-management-marketing-strategies\/\">Read also: Wealth Management Marketing Strategies for a Brighter 2024<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#9. Zoho Analytics<\/b><\/span><\/h3>\n<figure style=\"width: 732px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh3.googleusercontent.com\/Wh5mhl_iDwpQmehpA9b9L-R7pHhzTvp2eG9oSaDMuW4Y3zIBfWylaYIYcHtdnP1WbRZ5vUt8OR7jPUCShVtHaEDK-VJI25y33v1qL-W3euRKOq9HgZjrPHjrxzZAUjkIyNFATUs7xOTDujdcWFuYmxc\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh3.googleusercontent.com\/Wh5mhl_iDwpQmehpA9b9L-R7pHhzTvp2eG9oSaDMuW4Y3zIBfWylaYIYcHtdnP1WbRZ5vUt8OR7jPUCShVtHaEDK-VJI25y33v1qL-W3euRKOq9HgZjrPHjrxzZAUjkIyNFATUs7xOTDujdcWFuYmxc\" alt=\"Zoho marketing automation\" width=\"732\" height=\"390\"><\/a><figcaption class=\"wp-caption-text\">Source: <a href=\"https:\/\/www.zoho.com\/marketingautomation\/real-time-analytics.html\">Zoho marketing automation<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The Ninth-best marketing automation software on our list, Zoho Analytics, is an intelligent analytic platform that helps collect, store, visualize, and interpret data, making it an excellent tool for finance advisors.&nbsp;<\/span><\/p>\n<p>With its interactive dashboards that provide real-time insights into data, you can set controls while collaborating with teams to ensure data security.<\/p>\n<p>One of the best benefits you&#8217;d enjoy as a finance advisor using Zoho is its ability to analyze your various marketing channels or customer segments to see what is working and what needs improvement.<\/p>\n<p><span style=\"font-weight: 400;\">As a marketing automation tool, Zoho Analytics can automate your business marketing tasks, such as <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing<\/a> and social media nurturing. It is an affordable and user-friendly automation platform.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho Analytics\u2019s Customer journey feature helps you to create an incredible journey for your customers by sending them personalized messages. It can also provide insight into your customer base, such as spending habits.<\/span><\/p>\n<p>Other features of Zoho marketing automation include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">Lead generation<\/a> and<\/span><span style=\"font-weight: 400;\">&nbsp;nurturing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Behavioural marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead qualification<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multi-channel marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer journeys<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing planner<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 711px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh4.googleusercontent.com\/13VzPqQwQOLAiFrILVwwAfHfrJV-azXq9gJ_8Gal8_KECZ4A-ADDGjKPmgVsyLYjPnYx_newyw-cgC62X5GhPZ7XqEbjOvE25ryUlE3WwVb-6scwc8whBTumR9UyaIF6JFRo4d3KExbIAwxRS0myNYI\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh4.googleusercontent.com\/13VzPqQwQOLAiFrILVwwAfHfrJV-azXq9gJ_8Gal8_KECZ4A-ADDGjKPmgVsyLYjPnYx_newyw-cgC62X5GhPZ7XqEbjOvE25ryUlE3WwVb-6scwc8whBTumR9UyaIF6JFRo4d3KExbIAwxRS0myNYI\" alt=\"Zoho pricing\" width=\"711\" height=\"379\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/www.zoho.com\/marketingautomation\/pricing.html\">Zoho marketing automation pricing<\/a><\/figcaption><\/figure>\n<p>Three pricing tiers are available for you to choose from: Standard, Professional, and Enterprise.<\/p>\n<p><b>Standard:<\/b><span style=\"font-weight: 400;\"> $14\/month, billed annually, 10 users<\/span><\/p>\n<p><b>Professional:<\/b><span style=\"font-weight: 400;\"> $22\/month, billed annually, 15 users with complete <a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\">contact management<\/a><\/span><\/p>\n<p><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $44\/month, billed annually, customizable metrics<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Valuable CRM with the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web Assistant for analyzing how visitors interact with your website<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable cost<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Good variety of features<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead Management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow that helps you in sending email sequences<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User-friendly<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Very few integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Poor customer support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Takes time<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<\/ul>\n<h4><b>&nbsp;<span style=\"color: #666699;\">Review<\/span><\/b><\/h4>\n<figure id=\"attachment_47691\" aria-describedby=\"caption-attachment-47691\" style=\"width: 646px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation.png\"><img decoding=\"async\" class=\"wp-image-47691 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation.png\" alt=\"Zoho pricing\" width=\"646\" height=\"315\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation.png 1250w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation-1024x499.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/review-zoho-marketing-automation-768x374.png 768w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/a><figcaption id=\"caption-attachment-47691\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.capterra.com\/p\/233707\/Zoho-Marketing-Automation\/\">Capterra<\/a><\/em><\/figcaption><\/figure>\n<h3><span style=\"color: #993300;\"><b>#10. Pardot<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-5719 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot.jpg\" alt=\"Marketing automation tool Pardot\" width=\"582\" height=\"362\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot.jpg 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot-300x187.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot-768x478.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/Pardot-595xh.jpg 595w\" sizes=\"(max-width: 582px) 100vw, 582px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Pardot, the tenth automation platform on our list, is a cloud-based platform that integrates with Salesforce CRM, making tracking and managing your generated leads easy. The software focuses on <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\">lead scoring<\/a>, nurturing, and generation throughout the sales funnel.<\/span><\/p>\n<p>Being built on the Salesforce platform, Pardot provides an extensive integration with Salesforce CRM. Allowing you to have a unified view of your marketing and sales data, real-time updates on prospects, and customer data syncing.<\/p>\n<p>Pardot Analytics Studio allows you to gain in-depth insight into the <a href=\"https:\/\/www.engagebay.com\/blog\/customer-journey-marketing-automation\/\">customer journey<\/a>, from lead generation to conversion. This way,<span style=\"font-weight: 400;\"> your marketing campaign&#8217;s performance can be analyzed for improvement and better results.<\/span><\/p>\n<p>Other features include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multi-touchpoint automaton builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing pages and forms<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Search tracking and optimization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Journey Builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analytics and attribution<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">ROI reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\"><span style=\"font-weight: 400;\">CRM integration<\/span><\/a><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 551px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh5.googleusercontent.com\/cymI7p-SKbjKuMrDDkC3Q0yiVSI5Z6rCNTz93Z3MvQU5VGvPC6sL_oOIh6xo6pQDX5Xaqy___luKOLWhiF1Op9ddJxL2APERTWoE-6sripeM5H98iVl1XyK3_s1jnt_vwYGuFqH7SiY-XYLvDGsU3iE\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh5.googleusercontent.com\/cymI7p-SKbjKuMrDDkC3Q0yiVSI5Z6rCNTz93Z3MvQU5VGvPC6sL_oOIh6xo6pQDX5Xaqy___luKOLWhiF1Op9ddJxL2APERTWoE-6sripeM5H98iVl1XyK3_s1jnt_vwYGuFqH7SiY-XYLvDGsU3iE\" alt=\"Pardot pricing\" width=\"551\" height=\"215\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N300000016boHEAQ&amp;tab=e\">Pardot Pricing<\/a><\/figcaption><\/figure>\n<p>Salesforce Pardot has four pricing plans with a $1,250 starting price.<\/p>\n<ul>\n<li><b>Default:<\/b><span style=\"font-weight: 400;\"> $1,250\/month<\/span><\/li>\n<li><b>Growth:<\/b><span style=\"font-weight: 400;\"> $1,250+\/month<\/span><\/li>\n<li><b>Plus:<\/b><span style=\"font-weight: 400;\"> $2,500+\/month<\/span><\/li>\n<li><b>Advanced:<\/b><span style=\"font-weight: 400;\"> $4,000+\/month<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integration with leading CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer journey builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-small-business\/\"><span style=\"font-weight: 400;\">Easy-to-use<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In-depth prospect tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easily customizable<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The high price of the plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Low reporting feature on marketing activities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social media support is weak<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B testing and API access is only available to PRO subscribers<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47694\" aria-describedby=\"caption-attachment-47694\" style=\"width: 681px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/pardot.png\"><img decoding=\"async\" class=\"wp-image-47694 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/pardot.png\" alt=\"Pardot review from softwaresuggest\" width=\"681\" height=\"406\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/pardot.png 866w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/pardot-300x179.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/pardot-768x458.png 768w\" sizes=\"(max-width: 681px) 100vw, 681px\" \/><\/a><figcaption id=\"caption-attachment-47694\" class=\"wp-caption-text\"><a href=\"https:\/\/www.softwaresuggest.com\/pardot\">Review Source<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pardot-pricing\/\">Read also: Pardot Pricing Explained Without Bias [+ User Reviews]<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#11. Drip<\/b><\/span><\/h3>\n<figure style=\"width: 692px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh3.googleusercontent.com\/9YRwuiFGD6Y6fu6G1ABmTZQE0m4FhR0arqs-7GIHcKmXPTwV2owYiAdUqehVmS1iCP_csNaJxFQ1mefvPF9eyTfLlXY1jf2hpcMOtPZkSkk_6D0aIqtmfEtMrRqI-eNWvl5IZg1MkWFJcmL-wnxy_ms\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh3.googleusercontent.com\/9YRwuiFGD6Y6fu6G1ABmTZQE0m4FhR0arqs-7GIHcKmXPTwV2owYiAdUqehVmS1iCP_csNaJxFQ1mefvPF9eyTfLlXY1jf2hpcMOtPZkSkk_6D0aIqtmfEtMrRqI-eNWvl5IZg1MkWFJcmL-wnxy_ms\" alt=\"marketing automation software Drip\" width=\"692\" height=\"227\"><\/a><figcaption class=\"wp-caption-text\"><em>Source: <a href=\"https:\/\/www.drip.com\/?ps_partner_key=U3llZEJhbGtoaQ&amp;ps_xid=AU1x4iluLZaIHd&amp;gsxid=AU1x4iluLZaIHd&amp;gspk=U3llZEJhbGtoaQ\">Drip website<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The eleventh-best tool on our list is Drip. Finance advisors can use it to automate email campaigns, saving time and the stress of doing it manually.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software has many features, such as real-time reporting, integration with other tools, and customer segmentations. All of these features are specially designed to help your relationship with customers.<\/span><\/p>\n<p>You create and send <a href=\"https:\/\/www.engagebay.com\/blog\/email-drip-campaign\/\">drip sequences<\/a> for new clients hat guides them through onboarding and other relevant information.<\/p>\n<p>Drip&#8217;s primary advantage over other marketing automation platforms is its affordability and ease of use.<\/p>\n<p>Other features include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time alerts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic organized workflow<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Segmentation<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 660px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh6.googleusercontent.com\/enfPORkr3SJt1LbUQ2s780Uxjuw44owLp7vOoZQzRkyba_pkIEcPrL0TksEJ2Sg46Gw-CJD1Mm4Aucm0c2moDxVVfeTv5FuB6UAAchxJP9GSeSqGxFpiT45hGpfajWsE_EScFdK3M212YPorMqMP4ng\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh6.googleusercontent.com\/enfPORkr3SJt1LbUQ2s780Uxjuw44owLp7vOoZQzRkyba_pkIEcPrL0TksEJ2Sg46Gw-CJD1Mm4Aucm0c2moDxVVfeTv5FuB6UAAchxJP9GSeSqGxFpiT45hGpfajWsE_EScFdK3M212YPorMqMP4ng\" alt=\"Drip pricing\" width=\"660\" height=\"481\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/www.drip.com\/pricing\"><em>Drip&#8217;s pricing<\/em><\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Drip has just one pricing plan starting at $39\/month for up to 2,500 people with unlimited sending of email and support. <\/span><span style=\"font-weight: 400;\">You can start for free, but it lasts 14 days.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\">&nbsp;<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Effective lead nurturing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Upselling and cross-selling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Flexible pricing<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Significant up-front time investment<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation rarely works perfectly<\/span><\/li>\n<li>Limited integration<\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_39157\" aria-describedby=\"caption-attachment-39157\" style=\"width: 690px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1.png\"><img decoding=\"async\" class=\" wp-image-39157\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1.png\" alt=\"Drip review\" width=\"690\" height=\"268\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1.png 1120w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1-300x117.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1-1024x398.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1-768x298.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-7-1-595xh.png 595w\" sizes=\"(max-width: 690px) 100vw, 690px\" \/><\/a><figcaption id=\"caption-attachment-39157\" class=\"wp-caption-text\"><a href=\"https:\/\/www.capterra.com\/p\/164933\/Drip\/reviews\/\">Capterra<\/a><\/figcaption><\/figure>\n<h3><span style=\"color: #993300;\"><b>#12. SharpSpring<\/b><\/span><\/h3>\n<figure style=\"width: 641px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh4.googleusercontent.com\/dyETzrlK4QbnZHWvi0-8C829s0MchqPfzqg20NBLcuIef1s0Wwb6dU5gtnJ_TpmAJfL0-XrnxrJoozuBh2ZZtoO6OOX6696uTBIwEHD0Q9poZImICCgKF59JljWfUCMgEX-1R7WWNvwezrNF5sHo_RE\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh4.googleusercontent.com\/dyETzrlK4QbnZHWvi0-8C829s0MchqPfzqg20NBLcuIef1s0Wwb6dU5gtnJ_TpmAJfL0-XrnxrJoozuBh2ZZtoO6OOX6696uTBIwEHD0Q9poZImICCgKF59JljWfUCMgEX-1R7WWNvwezrNF5sHo_RE\" alt=\"Marketing automation software SharpSpring\" width=\"641\" height=\"274\"><\/a><figcaption class=\"wp-caption-text\"><em><a href=\"https:\/\/sharpspring.com\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><a href=\"https:\/\/sharpspring.com\/\"><span style=\"font-weight: 400;\">SharpSpring<\/span><\/a>,<span style=\"font-weight: 400;\"> acquired by Constant Contact, is another excellent option in lead management software.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lead management starts with lead generation, and as a financial advisor, you need this software to attract clients and customers to whom you will dispense your services. SharpSpring will help you generate leads by creating and managing landing pages and running email marketing campaigns.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Financial advisors also need to manage the list of clients that require their expertise, and <\/span><span style=\"font-weight: 400;\">SharpSpring<\/span><span style=\"font-weight: 400;\"> provides the right platform to help you nurture and drive your generated leads. Through nurturing and managing your customers, you will be able to retain them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With SharpSpring, you can track your ROI, which will further help you improve your future engagement with clients and your services as a financial advisor.<\/span><\/p>\n<p>Other features available include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">List-building tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SMS marketing<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 683px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh3.googleusercontent.com\/l5kVfrLqaHdedZi6n1LIx3Mg7jHQjvLdT5J71LQJ45WoBAUEFXo6aX6Uo6ekYTg-qu-tL1QQJtwY78IqGDwtfB3zwNz5-JQ01GwUnDYNVAwZkfS6gWDdX3GLNe4dSDvZWHK0l_FRjt0zdYRHPn_qUdg\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh3.googleusercontent.com\/l5kVfrLqaHdedZi6n1LIx3Mg7jHQjvLdT5J71LQJ45WoBAUEFXo6aX6Uo6ekYTg-qu-tL1QQJtwY78IqGDwtfB3zwNz5-JQ01GwUnDYNVAwZkfS6gWDdX3GLNe4dSDvZWHK0l_FRjt0zdYRHPn_qUdg\" alt=\"SharpSpring pricing\" width=\"683\" height=\"492\"><\/a><figcaption class=\"wp-caption-text\"><em><a href=\"https:\/\/www.constantcontact.com\/pricing\/lead-gen-crm?rmc=shspdemo\">Pricing<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">There is just one pricing plan available starting at $449\/month.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User-friendly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ideal for agencies<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Month-to-month contracts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Cost-effective<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited features<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting capability is not outstanding<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47700\" aria-describedby=\"caption-attachment-47700\" style=\"width: 711px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review.png\"><img decoding=\"async\" class=\" wp-image-47700\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review.png\" alt=\"\" width=\"711\" height=\"312\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review.png 1228w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review-300x132.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review-1024x449.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Constant-Contact-review-768x337.png 768w\" sizes=\"(max-width: 711px) 100vw, 711px\" \/><\/a><figcaption id=\"caption-attachment-47700\" class=\"wp-caption-text\"><a href=\"https:\/\/www.capterra.com\/p\/136480\/SharpSpring\/reviews\/\">Capterra<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sharpspring-alternatives\/\">Read also: 9 SharpSpring Alternatives For SMBs [With Pricing, Features]<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>#13. Ontraport<\/b><\/span><\/h3>\n<figure style=\"width: 668px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh6.googleusercontent.com\/EQcVGgGTKvV7-rjusAYPATn2iy80mRzvNDVOxBJI9MKBFJlK7xush8-w4fcw94GNC_2TTDhaovAPp3ZhU86uO0qcOsG8d9GtN2eIIGdumeZWiA64WoJvA67f0oY4Zxq-GWJULI9UYtPRdSsCBuPWZ4g\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh6.googleusercontent.com\/EQcVGgGTKvV7-rjusAYPATn2iy80mRzvNDVOxBJI9MKBFJlK7xush8-w4fcw94GNC_2TTDhaovAPp3ZhU86uO0qcOsG8d9GtN2eIIGdumeZWiA64WoJvA67f0oY4Zxq-GWJULI9UYtPRdSsCBuPWZ4g\" alt=\"marketing automation platform Ontraport\" width=\"668\" height=\"252\"><\/a><figcaption class=\"wp-caption-text\">Source: <a href=\"https:\/\/ontraport.com\/\">Ontraport website<\/a><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Ontraport is another automation software on this list focusing on managing customer relationships. It is a sales and marketing platform, and it has a good number of features that have been incorporated into the software.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ontraport helps financial advisors close deals by providing them with tools that will help them track opportunities, manage their contacts, and score more leads. <\/span>With its Affiliate Management tool, you can manage your affiliate and <a href=\"https:\/\/www.engagebay.com\/blog\/saas-reseller-programs\/\">referral program<\/a> (if you have one), track commission, and close more clients.<\/p>\n<p><span style=\"font-weight: 400;\">With the features of Ontraport, you are enabled to track updates of your multiple interactions with clients.<\/span><\/p>\n<p>Other features available on Ontraport include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales and CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B Testing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile app<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Event scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data quality management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign reporting<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<figure style=\"width: 684px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh4.googleusercontent.com\/5Aj-IU99U5lrU_4vKj0coMu8j7gYCipG-x7sE4h0lk9t-I-QOyl_FtY5bFoH7pPlKMZqeg7aoVjBOeauc2tykk1Q6XF5RK6X8mfHVIjOJpTwYpUA9pTTRSL42UEs-NXnb4IRDyasYVIeDpt8vysfNpY\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh4.googleusercontent.com\/5Aj-IU99U5lrU_4vKj0coMu8j7gYCipG-x7sE4h0lk9t-I-QOyl_FtY5bFoH7pPlKMZqeg7aoVjBOeauc2tykk1Q6XF5RK6X8mfHVIjOJpTwYpUA9pTTRSL42UEs-NXnb4IRDyasYVIeDpt8vysfNpY\" alt=\"Ontraport pricing\" width=\"684\" height=\"222\"><\/a><figcaption class=\"wp-caption-text\"><a href=\"https:\/\/ontraport.com\/pricing\">Ontraport pricing<\/a><\/figcaption><\/figure>\n<p>There are four planning plans available, including:<\/p>\n<ul>\n<li><b>Basic:<\/b><span style=\"font-weight: 400;\"> Starting at $24\/month, email and text message automation<\/span><\/li>\n<li><b>Plus:<\/b><span style=\"font-weight: 400;\"> Starting at $83\/month, advanced CRM, email and text message automation<\/span><\/li>\n<li><b>Pro:<\/b><span style=\"font-weight: 400;\"> Starting at $124\/month, deep customization, marketing tracking and testing<\/span><\/li>\n<li><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> Starting at $249\/month, unlimited access to all features of Ontraport<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable price<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Great community and customer support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unified system&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Good for SMBs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Choreographed cross-channel experience<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Auto-organization<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Review<\/b><\/span><\/h4>\n<figure id=\"attachment_47706\" aria-describedby=\"caption-attachment-47706\" style=\"width: 699px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Ontraport-review.png\"><img decoding=\"async\" class=\"wp-image-47706 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Ontraport-review.png\" alt=\"Ontraport review\" width=\"699\" height=\"270\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Ontraport-review.png 896w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Ontraport-review-300x116.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Ontraport-review-768x297.png 768w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/a><figcaption id=\"caption-attachment-47706\" class=\"wp-caption-text\"><a href=\"https:\/\/www.g2.com\/products\/ontraport\/reviews\">G2<\/a><\/figcaption><\/figure>\n<h3><span style=\"color: #993300;\"><b>#14. Marketo Engage<\/b><\/span><\/h3>\n<figure style=\"width: 628px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/lh6.googleusercontent.com\/NY4-8kXAIxAUUGY52MRcYje1HE4H3g0CdenmMvIaKSRXdcgiCKl58VA9BAH9o67FYg33Q7dw3YWLkO-Cn7gXgUWwet26A69G03ML6yPjFpyT9f1v6rFW4DPCIcAoCss7MWp4qqym3_pcP3SSvo994xA\"><img decoding=\"async\" class=\"\" src=\"https:\/\/lh6.googleusercontent.com\/NY4-8kXAIxAUUGY52MRcYje1HE4H3g0CdenmMvIaKSRXdcgiCKl58VA9BAH9o67FYg33Q7dw3YWLkO-Cn7gXgUWwet26A69G03ML6yPjFpyT9f1v6rFW4DPCIcAoCss7MWp4qqym3_pcP3SSvo994xA\" alt=\"Marketing automation platform Marketo by Adobe\" width=\"628\" height=\"276\"><\/a><figcaption class=\"wp-caption-text\"><em>Source: <a href=\"https:\/\/business.adobe.com\/products\/marketo\/adobe-marketo.html\">Adobe Marketo Engage website<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The last marketing automation tool on our list, <\/span><a href=\"https:\/\/business.adobe.com\/products\/marketo\/adobe-marketo.html\"><span style=\"font-weight: 400;\">Marketo Engage<\/span><\/a><span style=\"font-weight: 400;\">, is a powerful marketing automation software. It is known as the world\u2019s largest marketing automation platform.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Being the world\u2019s largest automation software means it is packed with tools to help you as a financial advisor. It lets you put your services out to the public and streamline them to your target audience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With <\/span><span style=\"font-weight: 400;\">Marketo Engage<\/span><span style=\"font-weight: 400;\">, you can segment your generated leads for proper management and nurturing. Giving advice and tips to clients and customers is based on the information obtained from them through analytics, and you can do that perfectly with the software\u2019s ability to manage leads.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lastly, people who use the tool do so to generate leads, make more sales, and manage campaigns. As a financial advisor, you can use the software to get customers who benefit from you. You can also retain your customers through the software\u2019s management feature.<\/span><\/p>\n<p>Some other features include:<\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Consumer engagement marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time personalization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead Generation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Measure and Optimize ROI<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaign management<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p>There are four pricing plans available, and each is custom-priced. You&#8217;ll have to get in touch with the sales team.<\/p>\n<ul>\n<li><b>Growth:<\/b><span style=\"font-weight: 400;\"> Custom price, core email marketing<\/span><\/li>\n<li><b>Select:<\/b><span style=\"font-weight: 400;\"> Custom price, essential marketing automation, and measurement<\/span><\/li>\n<li><b>Prime:<\/b><span style=\"font-weight: 400;\"> Custom price, lead-and-account-based marketing<\/span><\/li>\n<li><b>Ultimate:<\/b><span style=\"font-weight: 400;\"> Custom price, powerful marketing tool with premium attribution<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy and intuitive to use<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to setup<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Great Salesforce Integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer support and community<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Poor landing page &amp; form builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reports and analytics take time<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Reviews<\/b><\/span><\/h4>\n<figure id=\"attachment_47721\" aria-describedby=\"caption-attachment-47721\" style=\"width: 745px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Marketo-Engage-Review.png\"><img decoding=\"async\" class=\"wp-image-47721 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Marketo-Engage-Review.png\" alt=\"Marketo review\" width=\"745\" height=\"303\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Marketo-Engage-Review.png 910w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Marketo-Engage-Review-300x122.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Marketo-Engage-Review-768x312.png 768w\" sizes=\"(max-width: 745px) 100vw, 745px\" \/><\/a><figcaption id=\"caption-attachment-47721\" class=\"wp-caption-text\"><a href=\"https:\/\/www.g2.com\/products\/adobe-marketo-engage\/reviews\">G2<\/a><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-manufacturing\/\">Read also: Marketing Automation For Manufacturing: Beginner\u2019s Guide<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Best_Practices_in_Marketing_Automating_for_Financial_Advisors\"><\/span><span style=\"color: #339966;\"><b>Best Practices in Marketing Automating for Financial Advisors<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">These practices are designed to help enhance your marketing effort while ensuring you stay within the industry regulations in delivering top-notch services to your clients. Here are some of the <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-best-practices\/\">best practices for automating your marketing <\/a>processes:<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. A clear buyer journey map is key<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Having a clear buyer journey map would be best to benefit from your marketing automation efforts. This begins with segmenting your audience, understanding their points, and creating content for the stages in the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a>. Here\u2019s a breakdown of the steps involved.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Identify your ideal clients<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Different financial institutions cater to different financial needs. Do you offer investment advisory, retirement packages, or business tax advisory?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A clear picture of your services will help you identify your ideal clients. Consider factors like income level, age, and financial goals to streamline your search further.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, who falls better into your ideal client if you offer retirement packages between Client A and Client B?<\/span><\/p>\n<p><b>Client A:<\/b><span style=\"font-weight: 400;\"> Samantha, a 25-year-old female, fresh out of college, earns less than $1000\/month and is looking to diversify her income.<\/span><\/p>\n<p><b>Client B:<\/b><span style=\"font-weight: 400;\"> Brenda, a 35-year-old female executive at a construction firm, plans to retire in 10 years.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your guess is as good as mine. Brenda is your ideal client, and her chances of opting in for your services are 100% higher than Samantha&#8217;s conversion. Loads of businesses allow their marketing efforts to slip through the cracks by targeting the wrong audience.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Identify key platforms for client interaction<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Now that you\u2019ve clearly understood your core services and ideal clients, it\u2019s time to <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/multichannel-campaigns\"><span style=\"font-weight: 400;\">streamline the platforms <\/span><\/a><span style=\"font-weight: 400;\">you want to use to draw them in and the platforms they interact with your brand the most.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Continuing with our client profile above, the chances of finding Brenda on Linkedin are higher than on Instagram or <a href=\"https:\/\/www.engagebay.com\/blog\/tiktok-challenges\/\">TikTok<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, you want to ensure you increase the chances of finding your ideal clients by determining key platforms for marketing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, identify the key touchpoints (the key areas clients or prospects interact with your brand most). It could be emails, website visits, or social media.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Map out the buyer journey and create content for each stage<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">The typical stages for a financial advisor include Awareness, Interest, Decision, and Post-purchase (to increase chances of future retention).&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The awareness stage can include blog posts, webinars, and detailed checklists or use cases.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The decision stage can include one-on-one consultation, client testimonials, and personalized financial plans.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The Post-purchase stage can include referral programs and portfolio updates.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can then use marketing automation to send automated drip and social media campaigns and then use <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-model\/\"><span style=\"font-weight: 400;\">lead scoring<\/span><\/a><span style=\"font-weight: 400;\"> to identify prospects ready to go up each stage or be followed up by the sales and marketing team.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, you can do all this on a single automation platform like <\/span><a href=\"https:\/\/www.engagebay.com\/\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/a><span style=\"font-weight: 400;\">.&nbsp;<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49&nbsp; Boost your email marketing campaigns with EngageBay\u2019s <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">customizable email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> tailored for engagement and success.<\/span><\/i><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Evaluate marketing automation performance and refine strategy<\/b><\/span><\/h3>\n<p>To effectively evaluate your marketing strategy, the following steps are crucial:<\/p>\n<h4><span style=\"color: #666699;\"><strong>Understand your marketing goals<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">The first step to evaluating your marketing performance is clearly understanding your goals. That way, you know if the <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-strategy\/\">marketing automation strategy<\/a> has been effective. Your goal could, for instance, be to achieve one or more of the following:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reduce customer cost acquisition (CAC)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Generate more qualified leads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increase conversion rate<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Boost client retention<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Increase customer lifetime value (CLV)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Improve customer support<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In addition to being able to better measure your campaign performance by clearly defining your goals, this step is also essential to know the marketing automation strategy that helps you achieve the goal. <\/span><span style=\"font-weight: 400;\">Suppose your goal is to improve customer support; an automation feature like Live Chat should be considered. Conversely, <a href=\"https:\/\/www.engagebay.com\/blog\/omnichannel-marketing-examples\/\">omnichannel marketing<\/a> is a good fit if you want to generate more leads.<\/span><\/p>\n<h4><span style=\"color: #666699;\">Set KPIs to track each goal<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">After defining your marketing goal and identifying the best automation strategy, next is to set <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-metrics\/\">KPIs (key performance indicators)<\/a> that let you track your progress in achieving the goal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using the examples above, if your goal were to increase customer lifetime value, the metrics you\u2019d be looking out for would include the following:<\/span><\/p>\n<h5><span style=\"font-weight: 400; color: #808080;\"><strong>Average customer lifespan<\/strong><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This metric measures the average duration customers spend with you. It is calculated by dividing the total number of clients by the total sum of customer lifespan. If your financial advisory runs on a subscription-based model, you can also determine your ACL by checking the customer churn rate.&nbsp;<\/span><\/p>\n<h5><span style=\"font-weight: 400; color: #808080;\"><strong>Average revenue per customer<\/strong><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This is calculated by dividing total revenue by the total number of customers per segment. This metric lets you know how much you generate from each client over a specific period and is crucial in determining your <a href=\"https:\/\/www.engagebay.com\/blog\/customer-lifecycle-management-clm\/\">customer&#8217;s lifetime value<\/a>.&nbsp;<\/span><\/p>\n<h5><span style=\"font-weight: 400; color: #808080;\"><strong>Net promoters score<\/strong><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">A high net promoters score (above 70) means you have more promoters (customers willing to tell customers about your brand) than detractors (clients who don\u2019t find your service satisfactory.) This metric is essential to track if your goal is to improve customer lifetime value because it is a key indicator of how satisfied clients are with your financial service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> The more satisfied clients are, the higher their chances of becoming life-long customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Conversely, if your goal is to generate more leads, you\u2019d be looking at metrics like Landing page conversion rate, click-through rate, time-to-conversion, and total lead generated rates.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, after analyzing the performance, refine, weed out, and reuse what works. It is good practice to do this periodically because marketing strategies are a moving train, so you must check to be sure you are constantly on board.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Integration of marketing automation tool with your CRM<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The purpose of automating tasks in marketing is to make your operation easier and more efficient. With CRM integration, you <\/span><span style=\"font-weight: 400;\">get all your <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-guide\/\">customer data<\/a> on a single platform<\/span><span style=\"font-weight: 400;\"> for a comprehensive view. This way, all teams have real-time updates on their client interactions.&nbsp;<\/span><\/p>\n<p>For instance, if the sales team schedules a call with a client who wants a one-on-one consultation to discuss your financial packages, and the customer support team wants to follow up, it\u2019s easy for them to get the relevant information they need from the CRM.<\/p>\n<p>This is also where <a href=\"https:\/\/www.proposify.com\/blog\/quoting-software\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">best quoting software<\/a> can play a role in streamlining client communication. By integrating quoting software with your CRM, you can automate and manage quotes, contracts, and proposals directly from the platform. This ensures consistency and efficiency in providing clients with accurate pricing, keeping all parties aligned and reducing manual errors.<\/p>\n<p><span style=\"font-weight: 400;\">Suppose the sales team schedules a call with a client who wants a one-on-one consultation to know your financial packages, and the customer support team wants to follow up. It\u2019s easy for them to get the relevant information they need on the CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, a CRM integration enables you to have a seamless experience and track interactions as prospects go through the different sales funnels and teams.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-vs-marketing-automation\/\">Read also: Email Marketing Vs Marketing Automation: A Marketer\u2019s Guide<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrap_up\"><\/span><span style=\"color: #339966;\"><b>Wrap up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">All the tools above are good in their unique way. Your choice will depend on your objectives, business size, and budget. <\/span><span style=\"font-weight: 400;\">To help you decide, we discussed the best marketing automation tools, their pros and cons, unique features, and pricing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot and EngageBay are your best options if you are looking for an all-in-one automation tool. SocialPilot or Sprout Social if you want to work with a social media automation tool. Zoho analytics if you want a tool that combines extensive data reports and marketing automation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pardot and Marketo Engage are excellent if your core need is lead generation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With EngageBay, you can do everything from email marketing to social media to customer relationships and lead generation. The software has flexible pricing with the required features for you as a solo financial advisor or a bigger advisory firm.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Book a demo with one of our experts, or <\/span><a href=\"https:\/\/app.engagebay.com\/signup\"><span style=\"font-weight: 400;\">start for free<\/span><\/a><span style=\"font-weight: 400;\"> today.&nbsp;<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Have you tried our<\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"> <i><span style=\"font-weight: 400;\">email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">? Share your experience in the comments below, and let us know how they worked for your campaigns!<\/span><\/i><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 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