If you search for "marketing automation", you might experience some heart palpitations when you start looking at prices. The big marketing automation players like Marketo, Pardot and Hubspot all have pricing plans that range from hundreds of dollars a month to the ominous "contact us". Clearly geared towards large enterprises, rather then scrappy startups.
But don't let that discourage you. Marketing automation is a cornerstone of any successful online business and in this post, you'll discover the tools that are suitable solopreneurs, digital nomads and small teams.​
More...
This Isn't Just a List of Tools...
Blog posts listing just about any and all marketing related tools are all too common. This isn't one of those posts and here's why:
- All of the tools chosen have an aspect of automation. They allow you to get work done in less time and with less manual work on your part.
- All of the tools have startup/solopreneur friendly pricing. If something costs hundreds a month or more, it's not in this list.
- The prices shown in the overview tables represent the price the tool costs for the use I recommend. Many of them have higher tiered plans, but you don't need to (or in some cases, shouldn't) ​sign up for those to get the benefit I mention along with the tool.
With that said, let's get right into it.
Social Media
We're starting with social media because this is something you absolutely must automate.
Organic reach on social media platforms is at an all time low and still on a downwards trend.​ That means that even if you have many fans and followers, most of them will never see your posts, tweets and shares.
Social media can still be a good traffic source, but if you're spending your own valuable time on routine social sharing tasks, you're wasting money.​
Hootsuite
Purpose: | Social media management |
Ideal for: | Solopreneurs |
Price: | Free - $9.99/month |
Hootsuite is a social media management tool which gives you access to all your social media stuff from one single dashboard. In my opinion, the most useful things about it are:
- You can share messages and links to multiple social networks at once.
- You can see all your posts, replies, messages etc. without logging in to different networks.
- Hootsuite automatically schedules your social media messages.​
Hootsuite can be used for free, connecting up to 3 social media profiles. In practice, that could mean a Twitter account, a Facebook page and a Linkedin profile, for example. Chances are, you'll never need more than that.
You can upgrade and there's practically no upper limit to how much you can pay for it, but for a single user, the $9.99/month "personal" plan is all you need.
I don't recommend Hootsuite for teams, since the pricing is unfavorable and the team management UI is a pain in the ass.​
Use Hootsuite if...
- Communicating and interacting on social media is part of your strategy.
- Use the advanced stuff and higher level plans only if you do social media management for other businesses.
Buffer
Purpose: | Social media post scheduling |
Ideal for: | Solopreneurs |
Price: | Free - $10/month |
Buffer is a popular alternative to Hootsuite. The user interface is totally different (and more pleasant, one could argue) but the functionality is very similar. At least, as far as my recommended use is concerned. Hootsuite can do a lot more, if you pay them a lot more money. But as mentioned above, I don't recommend that.
The main emphasis in Buffer is that you can automatically add content to your social sharing queue and it will suggest optimal times to share the content, based on analyzing your social profiles.​
The downside to Buffer is that's it's only about sharing social messages. You can't use it to monitor your different social accounts or send replies.
Use Buffer if...
- You want an easy way to share and schedule your own content.
- You don't want to or need to have a central place to check your social media mentions, messages and send replies.
- You hate the Hootsuite user interface.
CoSchedule
Purpose: | Content & social media calendar |
Ideal for: | Teams |
Price: | $60/month |
If you work with a marketing team, I recommend using CoSchedule instead of getting a premium account with any of the services above.
That might seem strange, because CoSchedule is primarily a content marketing calendar. This part of it is very useful for any multi-author blog, but it's not all there is to CoSchedule. It also comes with a powerful social media toolset. With it, you can create a template for social sharing once, and then apply it to each one of your new posts.
CoSchedule is very powerful for sharing and scheduling your own content, but it's less useful for sharing other people's content. This is where free Hootsuite and the $10/month version of Buffer have it beat.​
Also, like Buffer, it's not made for monitoring social media accounts or replying to messages.​
Use CoSchedule if...
- Content marketing is part of your strategy.
- You are not the only one publishing content on your site.
- You want a very convenient way to create social sharing campaigns for your own content.
Other Social Media Tools to Consider
If Twitter is an important platform for your business, give Commun.it a try. It's all about Twitter and one of the highlight features is that it suggests which of your followers you should shoutout to/praise for sharing your tweets and interacting with you.
If you want an even more hands-off approach to social media than the solutions above provide, check out Missinglettr. ​It's a totally hands-off service which creates year-long resharing queues for each new blog post you publish.
Finally, if Instagram is a business critical platform for you, then Instagress is an automation service you should take a look at.​ Never mind, this service was nuked by decree of Instagram.
Follow-Up Marketing
Follow-up marketing is far more important and impactful than social media marketing. I put it in second place in this post simply because of how much of a useless time-drain social media can be, if it's not automated.
For getting a return on investment, follow-up marketing is where the rubber meets the road, though.​
ActiveCampaign
Purpose: | Email marketing automation |
Ideal for: | Solopreneurs & teams |
Price: | Starting at $9/month |
I've explained why I use and recommend ActiveCampaign in a bit more detail in this post. In short, ActiveCampaign allows you to build a mailing list in which each subscriber is tagged with any number of custom attributes. You can tag subscribers based on products they've purchased, free offers they signed up for, emails and links they've interacted with and more.
You can then create complex email marketing campaigns which respond intelligently through if -> then logic.​
This is crucially important because it allows you to send the right messages to the right people on your list. It means you can have follow-up emails that intelligently respond to your subscribers' actions.
ActiveCampaign was one of the first affordable tools to offer this kind of functionality (and to do it well). Recently, almost all email marketing services have jumped on the bandwagon and started offering similar features.
I haven't tested them all, but ActiveCampaign is a solution I have a lot of experience with and with a starting price of just $9/month, it's more affordable than many competing services.​
If you'd like to learn more about how to set up the kind of segmentation and tagg​ing needed for intelligent email follow-ups, check out this post.
Use ActiveCampaign if...
- You should definitely use ActiveCampaign unless you have a strong reason for using a different system for email and follow-up marketing.
- For more info, see here.​
ActiveCampaign Alternatives
Some other email marketing tools that A) have startup-friendly pricing and B) take segmentation and automation seriously are:
I've tried each of these solutions briefly, but I haven't tested them in-depth enough to be able to fully review them. I think they are worth mentioning, but when in doubt, go with ActiveCampaign.
OneSignal
Purpose: | Push notifications |
Ideal for: | Solopreneurs & teams |
Price: | Free |
Email is still a hugely valuable channel, but it's slowly losing ground to other communication channels online.
A more direct and instant way to message online users is via push notifications. Those are notifications that appear on your desktop or on your mobile device. They're short, instant and can be very quickly either dismissed or followed.
As a marketing channel for websites, push notifications aren't very mature yet. Their effectiveness might also be more dependent on your business' demographics than some other channels. However, I think it's a good idea to experiment with push notifications, especially considering that OneSignal is a comprehensive and completely free service you can use for this purpose.
I don't have a lot of experience with push notifications myself yet. Once I get some results from early experiments, I'll let you know.
Use OneSignal if...
- You have a site that isn't already overloaded with calls to action and widgets and such.
- You publish new content frequently.
- You are open to experimenting with a relatively new marketing channel.​
Appointments & Billable Hours
If any of your work is service based and involves appointments and/or billable hours, the following tools are for you. In a service based business, you can't automate away the whole process, but you can remove a lot of busywork and friction with some simple tools.
Clockify
No video for this one. Clockify is so simple, it would take you more time to watch a video of me explaining it than starting to use it yourself.
Purpose: | Time tracking |
Ideal for: | Solopreneurs & teams |
Price: | Free to $30/month |
Clockify is one of about a billion different time tracking tools available. I like it and recommend it for two reasons:
- It's super simple.
- It has a free plan with unlimited use of almost everything. The pricing is very solopreneur friendly and it's an app you can use for free until you really scale up to a larger size.
There are time tracking tools that offer many bells and whistles, but many of those features end up distracting you, more than they add value. Clockify is useful and so simple to use it will take you about 10 seconds to figure out everything you need to know about it.
Plus, even if you don't use it to track billable hours, just tracking where and how you spend your time can make you more productive.​
Clockify Alternatives
Some alternatives worth mentioning are RescueTime and the "Memory" feature in Timely. Both of these are more automated than Clockify, but I still prefer Clockify because of its simplicity. Toggl is also a simple, streamlined alternative that's worth considering.
Calendly
Purpose: | Appointment scheduling |
Ideal for: | Solopreneurs & teams |
Price: | Free to $8/month |
Scheduling appointments, podcast interviews and meetings by email is annoying. And if you have to do it across time zones, it's downright painful.
Calendly is an elegant solution to this problem. We like it so much, we've created a whole post about why and how you should use it. Check it out here!​
Other Tools
In the list above, I've bundled tools together into categories. The remaining tools below are each in a category of their own:
AdEspresso
Purpose: | Facebook ad management |
Ideal for: | Solopreneurs & teams |
Price: | From $49/month |
AdEspresso is an excellent tool for Facebook advertisers. It will save you time when creating large numbers of test variations for your ads. Better yet, you can use it to rapidly improve your ad performance.
A word of warning, though: like many testing tools, AdEspresso tends to make optimization suggestions prematurely. In other words, it will recommend you deactivate a variation based on very little data, in some cases. Watch the video above to see how I recommend using it.
Use AdEspresso if...
- You spend $500 or more on Facebook ads per month.
- Facebook is already a significant marketing channel for you or you plan to make it one.
- You have at least 4 hours a week you can dedicate to ​planning, creating and optimizing Facebook ads.
Zapier / IFTTT
Purpose: | Automation between apps |
Ideal for: | Solopreneurs & teams |
Price: | Free to $20/month |
Zapier and IFTTT are very similar tools. They are both made to connect different apps together with each other. If you don't already, you should go ahead and create a (free) account with one or both of them.
Whenever you find yourself doing some repetitive task, check with these tools to see if you can't automate it.
To get an idea of the automation recipes you can create, check out the marketing ideas by IFTTT and these ones by Zapier.
The main differences between the tools are:
- IFTTT is completely free for unlimited use.
- Zapier has a free plan as well as premium plans.
- Zapier has a focus on business tools.
- IFTTT is less focused and includes a lot of tools for home automation, interactions with your mobile devices and more.​
Use Zapier & IFTTT if...
- When you have anything you want to automate, always remember to check if it can be done with these tools.
- You have two or more tools that you want to make work with each other, but there's no built-in integration.
Google Alerts
Purpose: | Monitoring brand mentions |
Ideal for: | Solopreneurs & teams |
Price: | Free |
Setting up Google Alerts to keep track of mentions of your brand from around the web is an oldie but goodie among marketing tools. I'm adding it here because it can be a very useful tool in a few ways, for example:
- Reach out to site mentioning you, but not linking to you, to get more backlinks.
- Socially share, link to or otherwise boost content that mentions your brand favorably.
- Reach out to influencers who mention your brand, to start building a relationship with them.​
While the actions you take based on Google Alerts are usually not very automatable, the alerts themselves are extra convenient. And because they're provided by Google, you can rest assured that no mention will slip through the cracks.
Use Google Alerts if...
- You can take positive action on mentions of your product and brand names around the web.
- In other words: don't use it to just see mentions come in, but not do anything as a result. No one needs more distraction in their lives. :)​
Solopreneur Example
If you're a solopreneur, my recommendations from this list break down as follows:
Tool | Use | Price |
---|---|---|
Schedule all your social media posts, auto-post from RSS feeds and manage/reply on all your social media accounts. | $9.99/month | |
Create follow-up email campaigns and send out email newsletters. | $9/month | |
Send out push notifications about new blog posts and offers. | Free | |
Keep yourself accountable and/or track billable hours. | Free | |
Use the free version to manage one type of appointment (for all your client calls, interviews etc.) | Free | |
Automate some repetitive tasks and research tasks. | Free | |
Monitor brand mentions & product reviews. | Free | |
​ | Total cost: | $18.99/month |
As you can see, you can enrich your marketing life quite significantly, at a very low cost. The price that will increase quickly is the one for ActiveCampaign. For example, if you have 5,000 subscribers, it will cost you $49/month. However, an email list also easily pays for itself, so it's a line item I've never worried about very much.
I didn't include AdEspresso in this list because if you're just starting out, I wouldn't recommend it yet. AdEspresso becomes useful when you have a bit of a budget for advertising and you have a clear strategy in place.​
Small Team Example
If you're working with a small team and want to automate processes across the entire team, here's what that could look like. For the example below, I'll assume a team of 3 people:
Tool | Use | Price |
---|---|---|
Assign it to one team member, to manage and reply across all social media accounts. | $9.99/month | |
Manage your content calendar and automate social sharing for all your posts. | $60/month | |
Create follow-up email campaigns and send out email newsletters. | $49/month | |
Send out push notifications about new blog posts and offers. | Free | |
Track billable hours across projects and team members. | Free | |
Manage all your scheduled appointments across all team members. | $30/month | |
Assign it to one team member to manage your Facebook advertising & optimization. | $49/month | |
Automate some repetitive tasks and research tasks. Perhaps needing some premium connections from Zapier. | $20/month | |
Monitor brand mentions & product reviews. | Free | |
​ | Total cost: | $217.99/month |
For this list, I've assumed an ActiveCampaign list of 2,500 subscribers and a Facebook ad spend of under $3,000/month.
As expected, things get a little pricier, but we're still well under $100/person on your team. And the list above represents a heck of a lot of automation and time saving, for the price!​
Of course, all of the recommended tools above can be mixed and matched to suit your specific needs.​
Conclusion
How many of the tools above are you already using in your business? How much time are you spending on menial or repetitive tasks, that could be automated?
I'd love to hear from you, so leave a comment below! And I hope this post inspires you to add some automation and streamlining to your own business.
Shane, well done. I have not used hootesuite before but will givem a try. I think Hubspot for a free CRM is also really good, which could help you automate upcoming tasks for lead generation.
Thanks for your comment, Shawn!
I’ve not used Hubspot myself, beyond some very basic testing for integration with our own tools. But it’s good to note for those who can benefit from a CRM in their business.
Hey Shane,
Coolio and very informative post.
Me I fit into the Solopreneur box and use all bar 2 on the solo list. The 2 I’ll certainly take a close look at now are Toggl and Calendly I haven’t been introduced to yet so thanks.
Maybe I’ll let you know how it goes :o)
I’d love to know how you get along with those 2 tools. :)
Great list, just the instagress.com closed their doors by request of Instagram.
Whoa. Must have happened very recently. I updated the post with this information.
Good article Shane.
I currently use IFTTT and Google Alerts – will definitely check out some of the others.
Thanks for your comment, Michael! Good to know that you discovered so many new tools in this post. :)
Thanks for the Article Shane.
A few week ago I started looking at utilizing Automation software in my business and started looking at many of automation tools out there, in the end it came down to choice of two;
1. Mautic.com (Free and also self-hosted option if you are technical)
2. AgileCRM.com (Free or as low as $8.99/mth)
Lee
Hi Lee,
I had a quick try at Agile CRM about a year ago and I left rather unconvinced. It’s one of the many tools that theoretically ought to be able to do all kinds of great things, but testing it against a few use cases quickly showed me that it had many weaknesses.
Of course, they may have improved by now, but that’s the impression I had at the time.
Mautic is a tool I haven’t tested myself, beyond the very basics for our Thrive Leads integration.
Yes, I was also going to suggest Mautic.
Can Mautic be used to create the kind of conditional automations shown in the post above? If so, that would be pretty cool. :)
Yes it can.
BUT — Mautic does suffer from a few change control changes related to upgrades. It is NOT easy to update and many of the community who offer to help usually answer technical questions pointing back at the person opening the ticket (hosting environment, pre-req php or linux requirements, no access to shell, etc). You might also notice that the community forum is currently down.
I love Mautic and do recommend it. But for stand production systems with a mature marketing department (even for a non-profit such as mine), I would be cautious…
Thanks for sharing your experience with this, Ray!
Outstanding list Shane…like Shawn mentioned above, Hubspot’s CRM is a good deal because it is free to use.
Thanks for your added recommendation, George!
Great list Shane – I use nearly all them myself was gonna suggest agile crm as an alternative to anyone who thinks they need to use infusionsoft – am not using it any more but it’s great and affordable
Thanks for the recommendation, Steve! Have you used AgileCRM recently? As mentioned in a different comment, I tested it a while ago and was not convinced…
Insanely great value, Shane. You never fail to amaze me. Thank you.
Thank you, Petre! Glad you liked the post.
Great ressources, thx! Happy to say we’re already using many of those.
I’d also give a big thump up to Hubspot CRM (free).
Thanks, Carl!
Hello Shane,
Thank you for information’s.
Well, since 2014 I´m a customer of ThriveThemes. In this time I´ve got so lot of useful information´s like this. Thank you for that.
In German language are two new online marketing products with big range of functions , Quentn and Salesfuu.
Best regards Ludolf
Thank you, Ludolf, I’m happy to hear that!
I had a quick look at the two tools you mentioned. I didn’t know either of them. I’m totally out of the loop regarding the German market.
I think the tools look promising, but risky. Risky because: it seems they are trying to be “all in one” tools. That is an extremely difficult thing to pull off. Usually leads to over-complicated user interfaces, feature overload, mediocre quality of individual components in the product and lots of bugs. It takes a really exceptional team to create an all-in-one thing that doesn’t suck.
Great list and great approach: yes its possible to start marketing automation with low budget, and then scale when it makes sense! In terms of automation tools, I would definitely recommend to keep an eye on Leadpage’s ‘Center’ – it goes much further than Zapier/ITTT and might be the “ultimate” automation tool – if such thing ever exists ;-)
Thanks for your comment, Julius! I remember seeing the announcement for Center and being very underwhelmed. It seemed to me that the advantages over something like Zapier were marginal at best. Did I miss something?
The problem with active campaign is that will not allow affiliate marketing
That’s a good point. There’s a page here, explaining this policy in more detail. Many email marketing services have such a policy in place, so choosing something other than ActiveCampaign may not save you from this.
For me and my businesses, this has never been a problem. The policy means that you aren’t allowed to send the typical “make money online” affiliate emails. You know, the kind of thing where you get a new email every other day, pushing some “amazing” new product with lots of hype and no content. Just “buy this, buy this, buy this” with affiliate links.
I do occasionally promote affiliate offers, but never like that. I usually link to my own posts or landing pages, rather than directly to an affiliate offer and even if I link directly, I have the link in a content rich email. Both of those things are no problem under ActiveCampaign’s policy.
Great toolset Shane. Didn’t know about the embed of RSS feeds in HootSuite… Interesting for putting some Google Alerts as feeds a stream in HootSuite. Thanks for sharing all the awesomeness.
Forget about embedding Google Alerts as feeds in HootSuite … not a good idea after all.
Great mention on Google Alerts. The number of small business I run into that don’t have alerts set for their brand or niche areas always surprises me… and it’s free!
Shane, great list but I still don’t understand why you have never mentioned SharpSpring? Great tool, I’m a reseller of it, and would love to see Thrive Leads integration with it soon. Is it because of their B2B focus that you don’t like it?
Hi Yusuf,
We’ve been trying to get an account with them for a long time, so we could create and test an integration. So far, we’ve not been able to get one.
I’m a SharpSpring Partner Agency (and have a Thrive Agency License). I’d be happy to set you up with an account or let you into ours so you can you can test it.
Hey,
Shane..
amazing stuff as always. The first list is very helpful. I have attended a webinar organized by Pat Flynn with the CoSchedule owner a few days ago. it was great but the cost can not allow me to add this to my inventory. However, the other suggestion makes my life much easier.
thank you so much. :)
Yeah, CoSchedule has quite a steep price, especially compared to the other tools on this list. It’s definitely only worth it for teams.
Shane, thanks for this article! I will check out all these tools :) I love Buffer, it’s very helpful when it comes to social media automation. Autopilot is also great! You mentioned Calendly, but we use Appoint.ly to schedule meetings and it’s super time-saving!
Thanks for your comment, Monika!
I didn’t know about Appoint.ly yet. Looks pretty good! :)
Awesome list! Thanks for posting. How about GetResponse for marketing automation? My favorites from the list are Hootsuite and IFTTT
Hi Carol,
The last time I hands-on used GetResponse is more than a year ago, now. They were early to add automation features, but they way they implemented them never quite worked for what I wanted to do. Perhaps this has gotten better now, but at the time I made the switch, ActiveGrowth was miles ahead of GetResponse in automation features.
Hi Shane, thank you for the content, always one of the best!
Just a quick hint that I have seen: Ad Espresso might be used by Solopreneur as extended feature of their academy. For $19/month through the university area a member can have acess to their Plataform to spend budgets up to $500 a month.
Thanks for the tip, Daniel!
Shane, please, I want more opportunities to give you my money. I’m already a Thrive member. What’s next?
That’s very nice to hear, of course. :)
I’ll be releasing new courses sometime soon. I can’t say much more, as it mostly depends on how much time I can free up from other projects. But I’m very motivated to create information products again.
Shane,
First, thanks for this informative post. I have a couple of questions.
Would you say Active Campaign is a better option than AWeber?
I’m a business and sales coach, so is there any solution you would recommend for cold-calling, e.g., a solution that provides me with accurate contact information for prospecting, such as email addresses, and personal telephone numbers?
Thanks.
Hi Mike,
ActiveCampaign is, like, a billion times better than Aweber, yes. Aweber have been scrambling to catch up, in recent months. But would you rather go with the solution that blazed the trail for the industry (ActiveCampaign) or the solution that’s sweating to keep up (Aweber)?
As for calls: ActiveCampaign actually has a sales pipeline system built in. Although I don’t think it’s quite as sophisticated as dedicated solutions like Pipedrive or Prosperworks. Getting name, email and phone number should be possible with any email marketing tool.
I don’t do sales, so I can’t give you optimal advice, here. I would recommend that you get in touch with ActiveCampaign and maybe ask them to give you a demo of their sales tools, to see if it matches your needs.
Marketing automation is helpful in optimizing your own performance whether it is drip marketing or some other things.