Free Trial
Get Pricing
Abaca Digital Aim
Marketing Automation Tools for Small Business

5 Marketing Automation Tools for Small Business

Small businesses need a helping hand to supercharge their efficiency and broaden their horizons. That’s where marketing automation tools step in as the unsung heroes. They make life easier by tidying up your leads, smoothing out your marketing efforts, and making sales a breeze. In this article, we’re going to introduce you to five fantastic marketing automation tools tailored just for small businesses. We’ll take a good look at their superpowers, the things they’re great at, and even the areas where they might stumble a bit. By the time we’re done, you’ll be all set to pick the perfect one for your business.

#1 AIM

AIM is a feature-rich technology that empowers small businesses to manage, nurture, and convert leads efficiently. Let’s dive into its pros and cons and explore its key features.


Conversion Analysis Report

Gain insight into the conversion rate of leads into opportunities and identify areas for improvement to enhance conversion chances.

Performance Analysis

The best sales CRM for small businesses offers enhanced visibility and performance analysis for monitoring team progress and promoting better performance.

Pipeline Value

Gain a visual representation of the sales process stages and the expected value from all opportunities to enhance forecasting accuracy.

Email Reports

Enhance email effectiveness by providing a comprehensive overview of who receives, opens, clicks, or reports your sent emails.

WhatsApp Reports

Provides a comprehensive overview of WhatsApp message statuses, including the number of messages sent, delivered, and read by recipients and those that failed to reach them.

Contact to Owners

The function provides data on contact distribution among sales teams or individuals, ensuring efficient contact management and equitable workloads.


You can get a free demo.


Social Connect: Seamlessly connect and share captivating content on multiple social platforms while scheduling posts in advance.

Phone System: Easily connect with clients with a single click and enjoy real-time note-taking for comprehensive communication.

Marketing Insights: Gain complete visibility into marketing performance and discover winning patterns.

Powerful Reporting: Access advanced reporting capabilities to track key metrics and make data-driven decisions.

CRM Solution: Simplify customer relationship management by centralizing customer data and interactions.


Limited integration options compared to some other tools.

#2 EngageBay

EngageBay, founded in 2017, offers an all-in-one platform that includes CRM, sales, and marketing services. Let’s explore its features, pricing, and the pros and cons.


Web forms and behaviour tracking: Engage your customers with customizable web forms and behaviour tracking for enhanced personalization.

Prospects tracking: Stay informed about customer actions, such as email opens and link clicks.

Email personalization: Create highly personalized communications based on customer data.

Customer segmentation: Segment your audience for targeted marketing.

Predictive lead scoring: Ensure only qualified leads enter your sales funnel.

Drip email campaigns: Automate outreach to leads and customers.

Workflow builder: Easily create workflows with a drag-and-drop interface.

Automated services: Automate various aspects of your marketing efforts.


EngageBay offers a free plan and several affordable paid plans starting at $7.79 per month. Pricing depends on your needs and the number of contacts.


Most marketing automation services are available for free.

Affordable plans suitable for small businesses.

All-in-one suite for sales and marketing.


Limited integration options compared to some other tools.

#3 ActiveCampaign

ActiveCampaign, founded in 2003, is an excellent option for email marketing automation tools. Let’s explore its features, pricing, and the pros and cons.


Single-view automations: Easily manage automation tasks in a single view.

Audience segmentation: Segment your audience for personalized communications.

Easy automation: Quickly set up automation using a drag-and-drop workflow builder.


ActiveCampaign offers four pricing plans, with costs based on the number of contacts. Prices start at $9 per month for 500 contacts.


Comprehensive marketing automation services.

Inclusion of machine learning, SMS, CRM, and more in subscriptions.

Lite plan offers cost-effective marketing automation.


Costs increase with more contacts, potentially becoming expensive as your business grows.

#4 SendX

SendX, founded in 2016, is an intuitive and affordable email marketing software designed for small businesses. Let’s explore its features, pricing, and the pros and cons.


Email templates: Access a vast collection of email templates.

Send unlimited emails: No restrictions on daily email sends.

User-friendly Email Editor: Create emails without any HTML coding skills.


SendX’s pricing is based on the number of subscribers, starting at $7.49 per month (billed annually).


A 14-day free trial with access to all features.

Simple and transparent pricing.


Lacks advanced workflow features.

#5 Outfunnel

Outfunnel is a unique marketing automation tool that integrates email data with sales, marketing, and CRM, allowing for broader use of data. Let’s explore its features, pricing, and the pros and cons.


Email marketing tasks: Send batch emails, use customized HTML, and create lead scores based on email engagement data.

CRM integration: Seamlessly syncs CRM data with email marketing.


Outfunnel offers a 14-day free trial and three pricing plans, starting at $19 per month.


Ideal for users of Copper and Mailchimp for seamless data syncing.

A great all-in-one lead-scoring tool for small businesses.


May not be suitable for businesses sending over 50k emails per month.

Limited functionality without Hubspot, Pipedrive, Copper, or Mailchimp.

10 Steps to Choose the Right Marketing Automation Tool

Selecting the perfect marketing automation tool for your small business is a crucial decision that can significantly impact your marketing and sales efficiency. With a plethora of options available, it’s essential to approach this decision thoughtfully. In this guide, we’ll explore the key factors to consider, ensuring that the selected tool aligns perfectly with your unique business requirements.

1. Assess Your Budget

The first step in the selection process is to assess your budget. Small businesses often operate with limited financial resources, so it’s essential to find a tool that offers the right balance between cost and features. Consider how much you can allocate for marketing automation, and look for tools that fit within your budget.

2. Determine Your Contact List Size

The size of your contact list plays a crucial role in choosing the right tool. Different marketing automation tools have varying pricing structures based on the number of contacts you have. It’s essential to have a clear understanding of your current contact list size and anticipate how it might grow in the future. This information will help you select a tool that can accommodate your list without excessive costs.

3. Identify Your Specific Needs

Every small business is unique, and your specific needs may differ from others. Consider the key features that are essential for your business. Do you need advanced email marketing capabilities, lead scoring, CRM integration, or social media automation? Evaluating your needs beforehand can help shortlist the available options and select a tool that perfectly aligns with your requirements.

4. Compare Features

Once you’ve identified your needs, it’s time to compare the features of different marketing automation tools. Look for tools that offer a comprehensive set of features that address your specific requirements. Pay attention to factors like email marketing, lead management, segmentation, reporting, and automation capabilities. The right tool should provide a robust feature set that enhances your marketing and sales efforts.

5. Analyze Pricing Structures

Understanding the pricing structures of various marketing automation tools is crucial. Some tools offer a tiered pricing system based on the number of contacts, while others provide all-in-one pricing. Compare the pricing options and choose one that not only fits your budget but also provides value for the features it offers. Keep in mind that some tools offer free plans with limited features, which can be a good starting point for small businesses.

6. Explore Integration Options

Integration is another critical aspect to consider. Small businesses often use a variety of other software and tools to manage different aspects of their operations. Ensure that the marketing automation tool you select can seamlessly integrate with your existing systems. Look for integrations with customer relationship management (CRM) software, email platforms, e-commerce solutions, and any other tools you rely on.

7. Test with Free Trials

Most marketing automation tools offer free trials, and it’s highly recommended to take advantage of these trials. Testing a tool before committing to a subscription allows you to evaluate its user-friendliness, performance, and whether it meets your specific needs. During the trial, pay attention to the user interface, ease of setup, and the overall user experience.

8. Consider Customer Support

Excellent customer support is vital when selecting a marketing automation tool. Small businesses may require assistance or have questions during the setup and usage of the tool. Check the support options provided by the tool, such as email, live chat, or phone support. Responsive and accessible customer support can save you time and frustration in the long run.

9. Read User Reviews and Seek Recommendations

Before finalizing your choice, read user reviews and seek recommendations from other small businesses that have experience with the tool. User reviews can provide valuable insights into the pros and cons of the tool from real users. Additionally, recommendations from businesses with similar needs can be invaluable in making an informed decision.

10. Consider Scalability

While you’re choosing a tool that meets your current needs, also consider its scalability. Your small business may grow over time, and it’s essential to select a tool that can accommodate your expansion without requiring a complete change of systems.

To Wind Up

In today’s competitive business environment, leveraging marketing automation tools can significantly enhance your small business’s marketing and sales efforts. AIM, EngageBay, ActiveCampaign, SendX, and Outfunnel are excellent choices, each with unique features and benefits. Choose the one that best suits your business needs, and streamline your marketing efforts to drive growth and success.