We had a good discussion yesterday during our Sales Automation Bootcamp about “Which Tools To Use And Why” that prompted me to send this email with an updated list of our favorites.
I just did a thorough review and replace a number of tools and processes, so this issue is top of mind for me.
Tools are changing all the time – it can be a full-time job to keep up with them. Many are similar with the exception of just a few features, so it can be hard to differentiate between them.
Hopefully, my hard work can save you a little time!
ClickFunnels is an online platform that aims to help businesses quickly generate sales funnels that convert. It features customizable funnel designs that you can easily set up without any technical or coding knowledge.
Apart from this, you can use ClickFunnels for:
- Customer relationship management
- Email marketing
- A/B Testing
- Website Building
- Analytics and so much more
Some users have reported that the platform is not beginner-friendly and that it is expensive for small businesses.
Kartra, the all-in-one marketing platform to run your online business, cuts out hours of daily work, while earning you effortless money around the clock with advanced automations. Kartra lets you turn on a host of automations based on your recipients' behaviors, such as watching a video or opening an email. Kartra will then automatically send follow-up messages, assign tags, subscribe and unsubscribe to lists, add to marketing sequences, and much more.
Love the simplicity and effectiveness of this cart tool
ThriveCart is a shopping cart platform enabling businesses to boost revenue withhigh converting cart pages.
Fantastic email automation
Drip is an e-commerce CRM software helping B2C companies with their email marketing campaigns. You can design highly targeted email marketing campaigns with ease using Drip’s user-friendly visual campaign builder.
Drip’s pricing model scales with the number of email subscribers you have. Starting at $19 per month for up to 500 contacts, the rate rises incrementally as you add more contacts. Meanwhile, some users note that Drip’s interface can get somewhat confusing.
The Unbounce Conversion Intelligence™ Platform helps convert more of your visitors into leads, sales, and customers. From pre-optimized landing pages created in minutes to dazzling copy that’s written for you, Unbounce pairs your know-how with machine learning to help you transform your ideas into marketing campaigns that get results.
we use this to do pop-ups on our sites to capture emails. It works better on WordPress than a lot of other tools, and it’s simple.
Sumo takes the guesswork out of growing your eCommerce business. We help you get more customers and convert website visitors into lifetime buyers — automatically. Today, the Sumo tools are used by 800,000 of the world's most successful websites and businesses including Bulletproof Coffee, Rhone, and Tony Robbins. Try out the tools for free, and see how they can help your site grow.
automated webinar platform
EverWebinar is an automated webinar hosting platform that gives audiences the ability to watch webinars at any time depending on their convenience. You can create, schedule, and broadcast pre-recorded webinars.
Customizable templates are available, allowing you to infuse your branding into the presentation. Many users wish they could simulate live chats. Additionally, email reminders are available but require extra fees. The UI could also be improved.
live webinar platform
Demio is a powerful webinar solution perfect for remote teams and companies that need convenient virtual presentation solutions. It’s easy to register, attend, and even revisit a webinar with Demio— no software is needed; just the browser.
Automated webinars are available, and organizers can customize events by inserting their branding. Some users note Demio’s free version lacks sufficient functionality, so they’re compelled to subscribe to its paid plans to take full advantage of its features.
let someone book themselves on your calendar
Calendly is an easy-to-use, time-saving team scheduling software that eliminates the need for people to use phone and email to schedule appointments. This makes it perfect for SaaS companies, which rely on efficient communication between team members to run their businesses. Calendly is also popular among individuals who want to manage their schedules easily. The availability preferences of users are automatically saved, so no more wasted time negotiating dates and times.
The only downside of Calendly is that some less tech-savvy admins may initially find the app a bit complicated.
membership site management
Your skills and experiences are unique and valuable. Easily build a beautiful course website, share your knowledge, and be rewarded for it.
automatically create Facebook audiences from your email lists, sync lead data between tools, etc.
LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy orchestrating their business data.
LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs.
The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads.
With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows.
real-time sales messaging app
Drift is a live chat service provider that focuses on lead qualification and generation. Its most notable features include allowing customers to book meetings directly with your staff without using third parties like Calendly.
Sales and marketing teams can also enjoy Drift’s email management solutions, follow-ups for abandoned chats, campaign automation, and AI-powered chatbot. Note, however, that Drift can’t be used by multiple teams. Users also say their chatbot builder is subpar.
automate workflows and data transfer between tools
Zapier helps businesses easily automate work in 4,000+ web apps without writing any code. With Zapier, you can automate anything, fast, and eliminate all the repetitive tasks that slow your team down at work. With more integrations than any other solution, Zapier makes the systems you rely on more efficient.
Unlock the power of automation by easily connecting the tools you rely on in minutes, and building custom workflows that fit the way you work.
The only current knock on Kartra is that you will likely don’t want to use it if you are selling subscriptions. They process the subs on their platform, which makes it very hard for you to take those customers anywhere else if you want to.