Marketing teams need to collaborate not just with each other, but also with the folks in sales, customer service, and IT. There are a lot of moving parts in the marketing process, and it’s easy to drop the ball without the right tools.
Fortunately, marketing workflow management software provides much-needed structure and accountability to keep your team on target. If it’s high time for your marketing team to improve their workflow, there’s one thing you need to do now: sign up for the best marketing workflow software tools of 2024. 📝
In this guide, we’ll break down which features to look for in workflow management software, plus we’ll reveal our 10 favorite tools for marketing workflows.
10 Best Marketing Workflow Software Tools in 2024
Summarize this article for me pleaseWhat Should You Look for In Marketing Workflow Software?
Without exaggeration, we can say that there are dozens of workflow management software out there.
So how do you pick the best platform for your marketing workflow? Look for software that includes these features:
- User-friendly dashboards: You don’t have the luxury of spending hours training your team on software. Go with an intuitive platform that your marketing team can use out of the gate
- Marketing automation: Automated workflows make life so much easier. With a one-time setup, you can automate hundreds of workflows with the right tool. Look for marketing automation features that offer conditional workflows with a simple drag-and-drop interface
- Integrations: Marketers use a ton of tools for email marketing campaigns, social media, blogging, and more. Opt for marketing software that integrates with your other solutions so everything works together seamlessly
- Project and task management functionality: The best marketing workflow management software handles more than simple to-dos. They should also keep an eye on your budget, due dates, and team member activity
Summarize this article for me pleaseThe 10 Best Marketing Workflow Software Options to Use in 2024
The right marketing workflow management software is the foundation of your marketing processes. Do more in less time, boost profitability, and streamline the management process for saner, better execution of your marketing campaigns.
It all comes down to choosing the right workflow management software. In our humble (yet experienced) opinion, these 10 options are the best for marketers in 2024. 🤩
1. ClickUp
We would be crazy not to put ClickUp at the top of our list—and with good reason. Marketing teams are increasingly turning to ClickUp for more robust project management capabilities and features like resource management and marketing automation software.
With ClickUp, marketing teams create Whiteboard documents for brainstorming and then effortlessly convert them into marketing projects with tasks, due dates, and assignees in a few clicks. ClickUp’s marketing plan templates are also a major plus for teams in a time crunch.
Avoid bottlenecks by visualizing each project and milestone within ClickUp’s Gantt charts and Kanban boards. The platform even tracks workflow analytics connected to each project, task, and team member to show you exactly where your projects stand.
Oh, and did we mention that ClickUp offers free training and 24-hour support? You probably won’t need it since the platform is so intuitive, but it’s nice knowing help is always available.
ClickUp best features
- Custom workflows: We know your team is unique, which is why ClickUp gives you a completely customizable task management solution for marketing
- Built-in proofing: Why bother leaving ClickUp to proof marketing copy on another platform? ClickUp’s marketing workflow software allows you to manage Whiteboards, Docs, and proofing processes in the same place
- ClickUp Docs: Easily document your content marketing workflow or marketing and sales process in Docs. Nest pages, use slash commands, or summarize content with ClickUp AI
- Marketing-friendly templates: Templates like the ClickUp Marketing Action Plan simplify marketing workflows with plug-and-play project flows that are ready for action
- 15+ customizable views: Need to see a social media workflow in a Kanban or List view? Choose from 15 views to manage your marketing processes
ClickUp limitations
- ClickUp includes functionalities for more than marketing, so it can be overwhelming for some users
- The Free Forever tier has limited storage, fields, and integrations
ClickUp pricing
- Free Forever
- Unlimited: $5/month per user
- Business: $12/month per user
- Business Plus: $19/month per user
- Enterprise: Contact for pricing
ClickUp ratings and reviews
- G2: 4.7/5 (6,900+ reviews)
- Capterra: 4.7/5 (3,600+ reviews)
2. Insightly
Insightly is marketing workflow automation software for lead generation. It’s a solid option if you’re mostly concerned about generating and nurturing leads before passing them along to sales.
Insightly lets you plan email marketing campaigns, build landing pages, and use drag-and-drop logic builders to visualize the customer journey.
While Insightly is a popular option for automation, it doesn’t handle project management and marketing tasks as adeptly as the other options on this list. Still, it’s good if you want to add more structure to your lead gen and marketing workflow efforts.
Insightly best features
- Dynamic email list segmentation
- Insightly automatically tracks open rates, click rates, and other essential metrics across your marketing workflows
- It integrates with popular software like Slack and QuickBooks
Insightly limitations
- It doesn’t offer robust project management or social media workflow tools
- Some users report delays with its automation features
Insightly pricing
- Plus: $99/month, billed annually
- Professional: $499/month, billed annually
- Enterprise: $999/month, billed annually
Insightly ratings and reviews
- G2: 4.2/5 (860+ reviews)
- Capterra: 4/5 (620+ reviews)
3. Marketo
Adobe Marketo is yet another marketing automation workflow tool, but it’s a fit for both B2B and B2C teams. If you do account-based marketing, Marketo includes ABM-specific automation for targeting the right accounts.
Marketo also includes features for lead management, email marketing, and multi-touch attribution, so it’s ideal for multichannel marketing campaigns.
The downside is that you’ll need to upgrade your subscription to include Adobe Workfront if you want task management solutions. It’s also a different platform, so the lack of integration between your work and tasks could be a deal-breaker to keep your team members on the same page.
Marketo best features
- Generative AI for messaging customers
- Automatic syncing between sales and marketing activities
- Marketing and sales processes are easy to customize and add details
Marketo limitations
- Adobe is coy about its pricing, so you have to request a quote for any pricing information
- Some users report a lack of flexibility in Marketo’s reporting
- Marketo is huge and can be intimidating for new users
Marketo pricing
- Contact for pricing
Marketo ratings and reviews
- G2: 4.1/5 (2,300+ reviews)
- Capterra: 4.2/5 (650+ reviews)
4. ActiveCampaign
ActiveCampaign is a popular B2C marketing tool. It’s primarily an email service provider (ESP), but it brings email, SMS, and social media posts into one platform. This workflow management software also acts as a customer relationship management (CRM) platform, gathering data on your audience’s interests and personalizing messaging at every stage of the customer journey.
Build email marketing and landing pages in one platform, as well as marketing automation flows and creating personalized content marketing workflow structures within ActiveCampaign. But if you want to track projects and tasks, you’ll need to use a different workflow management tool.
ActiveCampaign best features
- 900+ app integrations into its workflow management software
- 800+ pre-built automations for marketing workflows
- Built-in email designer
- Great for marketing managers and social media managers alike
ActiveCampaign limitations
- Some users say the email flows are too simple
- ActiveCampaign lacks advanced customization
- Some users say the platform is hard to use
ActiveCampaign pricing
- Plus: $49/month for three users, paid annually
- Professional: $149/month for five users, paid annually
- Enterprise: Contact for pricing
ActiveCampaign ratings and reviews
- G2: 4.5/5 (10,100+ reviews)
- Capterra: 4.6/5 (2,200+ reviews)
5. Optimizely
Optimizely’s content marketing platform (CMP) allows for asset collaboration, shared workspaces, and campaign automation in one place.
This robust marketing workflow software includes features for campaign planning, requesting work, managing tasks, digital asset management (DAM), content editing, and performance analysis.
That’s a lot of firepower in this marketing workflow tool, but some people report a lack of customer support and performance with Optimizely.
Optimizely best features
- Calendar integrations for simpler meeting scheduling
- Brand and asset management
- Content production and distribution
- Feature flagging software
Optimizely limitations
- Minimal customer support and documentation
- It’s hard to read some reports
Optimizely pricing
- Start: Free
- Manage: $79/month per user
- Create: Contact for pricing
- Orchestrate: Contact for pricing
Optimizely ratings and reviews
- G2: 4.2/5 (30+ reviews)
- Capterra: N/A
6. CoSchedule
CoSchedule is best known as a marketing scheduler, but it also offers an all-in-one marketing suite subscription. With the CoSchedule Marketing Suite, you get a marketing calendar, digital asset management, and project management in one platform.
Assign content marketing-related tasks within CoSchedule, compose in the app, and push the content through automated proofing workflows.
Users also like the digital asset management system that’s baked into CoSchedule. This makes it a cinch to see your existing assets and avoid rework.
CoSchedule best features
- Visualize marketing workflows in the Calendar Organizer
- Manage all marketing content and creative with Asset Organizer
CoSchedule limitations
- $29 a pop per user is on the expensive side, especially for large teams
- Some users report the platform isn’t intuitive
- Lack of structured onboarding
CoSchedule pricing
- Free Forever
- Pro: $29/month per user, billed annually
- Marketing Suite: Contact for pricing
CoSchedule ratings and reviews
- G2: 4.4/5 (210+ reviews)
- Capterra: 4.4/5 (100+ reviews)
Bonus: Marketing calendar software!
7. HubSpot
Most marketers know HubSpot as a CRM, but it also offers a Marketing Hub that functions as a marketing workflow tool. Users love its drag-and-drop automation and campaign prioritization tools.
The Marketing Hub connects email, landing pages, and forms together so it’s easy to automate everything in one place. If you already use HubSpot as your CRM, connecting the Marketing Hub to your customer data is a no-brainer. However, if you use a different CRM, you might not get as much value out of HubSpot’s tools.
HubSpot best features
- Integrated forms, landing pages, email, live chat, and social media ads
- Marketing Hub works great with the Hubspot CRM and Salesforce
- Hubspot integrations
HubSpot limitations
- Teams that don’t use HubSpot or Salesforce won’t get as much value out of the platform
- Some users report the tiered limits force them to pay more
- Other users report negative interactions with customer service
HubSpot pricing
- Professional: $800/month for 2,000 contacts, billed annually
- Enterprise: Starting at $3,600/month for 10,000 contacts, billed annually
HubSpot ratings and reviews
- G2: 4.4/5 (10,300+ reviews)
- Capterra: 4.5/5 (5,500+ reviews)
8. Kissflow
Kissflow isn’t just designed for marketers. This bad boy includes features for IT, managers, and developers too. Remote marketers, in particular, will like Kissflow’s marketing workflow management and digital workplace features.
Leave comments on your work, chat directly with coworkers, and create spaces for each work group within Kissflow. The platform pulls video conferencing, work management, reporting, and a process automation builder in one place.
The only downside is Kissflow isn’t built for marketing teams. For example, you might pay for features you don’t need and still might need to buy specialized software for content marketing workflows.
Kissflow best features
- No-code automated business process builder
- Compatible with multiple departments and use cases
Kissflow limitations
- Kissflow lacks marketing-specific features, like a social media scheduler
- Some users report poor experiences with customer support
Kissflow pricing
- Small Business: $15/month per user for 50 users minimum, billed annually
- Corporate: $20/month per user for 100 users minimum, billed annually
- Enterprise: For 500+ employees, contact for pricing
Kissflow ratings and reviews
- G2: 4.3/5 (520+ reviews)
- Capterra: 3.9/5 (30+ reviews)
9. Hootsuite
Is your biz big on social media? If so, Hootsuite is a solid marketing workflow management tool for the job.
Most marketers know Hootsuite as a social media scheduler and content calendar tool, but it also manages ad copy, integrates with other solutions, includes employee advocacy features, and even offers its own AI writer.
The downside is that Hootsuite is missing solid team collaboration and project management tools. That’s fine if you’re a small business, but if you’re working with multiple teams, you’ll need to buy additional project management software.
Hootsuite best features
- OwlyWriter AI automatically generates copy and captions
- Bulk social media scheduling for product marketing
- Social listening for multiple platforms
Hootsuite limitations
- Hootsuite lacks native project management and collaboration tools
- Some users report it’s slow and buggy
- Other users report that their integrations frequently disconnect
Hootsuite pricing
- Professional: $99/month for one user, billed annually
- Team: $249/month for three users, billed annually
- Business: $739/month for five users, billed annually
- Enterprise: Starting at five users, contact for pricing
Hootsuite ratings and reviews
- G2: 4.1/5 (3,900+ reviews)
- Capterra: 4.4/5 (3,400+ reviews)
10. Teamwork
Need marketing workflow management software that’s more project-oriented? Look no further than Teamwork. This solution isn’t just for marketers, although marketers undoubtedly would get a lot of mileage out of this project management software.
With Teamwork, you can manage each team member’s workload to ensure no one on your team feels overwhelmed. If you work in a client-facing role at a marketing agency, Teamwork allows you to invite clients into the workspace with careful access control—you know, so they don’t break anything.
Teamwork ianaging people, resources, and time, but it isn’t marketing-specific. If you’re looking for more marketing automations, you’ll need to connect Teamwork with HubSpot, Slack, or MailChimp.
Teamwork best features
- Clear goals and milestones
- Contractor and client access
- Workflow management system is ideal for professional services teams
Teamwork limitations
- Teamwork lacks native marketing tools
- It can take a few minutes for changes to reflect in the platform, so this isn’t necessarily a real-time tool
Teamwork pricing
- Free Forever
- Starter: $5.99/month per user for three users minimum, billed annually
- Deliver: $9.99/month per user for three users minimum, billed annually
- Grow: $19.99/month per user for five users minimum, billed annually
- Scale: Contact for pricing
Teamwork ratings and reviews
- G2: 4.4/5 (1,000+ reviews)
- Capterra: 4.5/5 (800+ reviews)
Try out these Teamwork alternatives!
Summarize this article for me pleaseGo With the Best Workflow Management Software for the Job
You have a solid content marketing strategy. Now all you need is to execute it. In an age where marketers need to do more with less, the right marketing workflow software improves the quality of your deliverables, reduces repetitive tasks, and enhances the ROI of your marketing efforts.
You’re free to choose the marketing workflow management tool that you like the best, but the most effective, time-saving option on this list is ClickUp. This powerful platform brings work, project management, and communications into one place. And did we mention the time-saving templates? 🏆
But don’t just take our word for it: Create your first ClickUp workspace now for free—no credit card required.
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