Marketing Automation Software

Best Marketing Automation Software for Small Businesses

Best Marketing Automation Software for Small Businesses - PreferWise

Small businesses need marketing automation that saves time without adding another complicated system to manage. The right platform can handle lead follow-up, welcome emails, customer reminders, and repeat-purchase campaigns. The wrong one can leave you paying for features your team never uses. Here is what to know about marketing automation software for small business before you decide.

Quick answer

ActiveCampaign is worth considering for businesses that need detailed email automation. Brevo is a practical option for teams that want email and SMS in one place. MailerLite can suit businesses with simpler campaign needs. HubSpot is worth evaluating when CRM matters, while Klaviyo and Omnisend are designed around ecommerce workflows.

The best choice depends on your audience, workflow complexity, contact volume, and the total cost of the plan you will actually use.

A small business rarely needs every feature in a marketing automation platform. Most teams should start with a few workflows that connect directly to a business goal: responding to new leads, helping new customers get started, recovering abandoned carts, or bringing existing customers back.

This guide compares tools based on those practical needs, with a focus on affordability, ease of setup, and the features small teams are likely to use.

Best marketing automation software for small businesses at a glance

SoftwareBest forMain strengthPricing approach
ActiveCampaignAdvanced email automationVisual workflows and segmentationPlan and contact based
BrevoBudget-conscious teamsEmail and SMS in one platformPlan and email-volume based
MailerLiteSimple email campaignsAccessible campaign and automation toolsPlan and subscriber based
HubSpot Marketing HubCRM-connected marketingMarketing and sales data togetherFree tools and paid tiers
MailchimpBusinesses starting with emailCampaign creation and audience managementPlan and contact based
GetResponseCampaigns and funnelsEmail marketing and funnel toolsPlan and list based
KlaviyoEcommerce personalizationCommerce data and customer flowsContact and usage based
OmnisendOnline storesEcommerce email and SMS workflowsContact and plan based

Pricing is not directly comparable across vendors. Costs may depend on contacts, email volume, features, billing terms, and add-ons. Check the current plan details before making a purchase.

1. ActiveCampaign

ActiveCampaign

Best for advanced email automation
Visual workflows Contact segmentation

ActiveCampaign is a good option for small businesses that have moved beyond one-off newsletters and need email journeys based on customer behavior. Its automation builder can support lead nurturing, onboarding, follow-up, and retention campaigns.

It is particularly useful when different contacts need different messages. A prospect who has not booked a call can receive a different sequence from a customer who has already purchased.

What stands out

  • Visual automation builder for multi-step journeys.
  • Segmentation using contact information and engagement.
  • Workflow logic for follow-up and nurturing.
  • Automation features that can support both marketing and sales tasks.

Pros

  • Flexible email automation.
  • Useful range of triggers and conditions.
  • Suitable for businesses with recurring follow-up processes.

Cons

  • Complex workflows take time to design and maintain.
  • Costs can rise as contact counts grow.
  • Features vary by plan.

Pricing: ActiveCampaign uses plan and contact-based pricing. Compare the features included at your expected contact count on its official pricing page .

Best fit: Small businesses that need behavior-based email journeys and more control over follow-up.

Visit ActiveCampaign

2. Brevo

Brevo

Best for budget-conscious teams
Email and SMS Contact management

Brevo combines email marketing, SMS, contact management, and automation. It can be a practical starting point for a small business that wants to manage customer communication without buying a large marketing suite.

A team could use it to send a welcome message after signup, follow up with a lead, or schedule customer communication. The exact automation options depend on the plan.

What stands out

  • Email and SMS campaigns from one platform.
  • Automation options for customer follow-up.
  • Contact management and campaign reporting.
  • Entry-level plans for businesses starting out.

Pros

  • Useful starting point for smaller teams.
  • Supports more than one communication channel.
  • Can cover basic marketing needs in one place.

Cons

  • Advanced features may require a higher plan.
  • Email-volume limits matter when sending frequently.
  • May not cover complex enterprise requirements.

Pricing: Brevo plans depend on features and email volume. Check the current Brevo pricing and verify the automation features included in your selected tier.

Best fit: Small businesses that need email, SMS, and basic automation without a large platform commitment.

Visit Brevo

3. MailerLite

MailerLite

Best for simple email automation
Email campaigns Landing pages

MailerLite is worth considering when a business wants to send newsletters, build an email list, and automate a few straightforward messages. It is less about managing a complex marketing operation and more about getting common email tasks done with a manageable setup.

A small business could use it for a welcome sequence, a lead magnet follow-up, or a short email series for new subscribers.

What stands out

  • Email campaign creation and subscriber management.
  • Automation tools for basic customer journeys.
  • Landing page and form features.
  • Useful for businesses with a small set of marketing workflows.

Pros

  • Good fit for straightforward email marketing.
  • Less operational complexity for simple use cases.
  • Can support list building and follow-up together.

Cons

  • May be limited for complex lifecycle journeys.
  • Advanced requirements may need another platform.
  • Plan limits should be checked as the list grows.

Pricing: MailerLite offers free and paid options, with limits depending on the plan and subscriber count. Review the official pricing page for current terms.

Best fit: Small teams that need email campaigns, list building, and a few automated sequences.

Visit MailerLite

4. HubSpot Marketing Hub

HubSpot Marketing Hub

Best when CRM matters
CRM-connected marketing Lead management

HubSpot Marketing Hub is worth evaluating if your business needs marketing automation and a CRM in the same system. It can help teams connect lead capture, contact records, marketing activity, and sales follow-up.

The main caution is cost. HubSpot has free tools and entry-level options, but advanced automation capabilities can sit in higher tiers. Small businesses should confirm the exact features and contact limits before building their process around a plan.

What stands out

  • Marketing and CRM data are closely connected.
  • Useful for lead capture and sales handoff.
  • Workflow tools for contact nurturing and lifecycle processes.
  • Broad integration ecosystem.

Pros

  • CRM and marketing activity in one platform.
  • Useful for teams with a sales process.
  • Can support broader marketing needs as a business grows.

Cons

  • Advanced automation can be expensive.
  • Contact limits and onboarding fees may matter.
  • Can be more than a small team needs for email alone.

Pricing: HubSpot offers free tools and paid Marketing Hub tiers. Professional and Enterprise plans can involve significant monthly costs and onboarding fees. Check HubSpot Marketing Hub pricing and compare the required features against your workflow.

If you are deciding between HubSpot tiers, read our HubSpot Starter vs. Professional comparison .

Best fit: Small businesses that want marketing automation connected to customer records and sales activity.

Visit HubSpot

5. Mailchimp

Mailchimp

Best for getting started with email
Email campaigns Audience management

Mailchimp is a familiar option for businesses that want to build an email list, send campaigns, and create basic automated customer journeys. It can be suitable for companies that are starting with email marketing and want a platform with a broad set of campaign tools.

Businesses should compare its current automation features and contact pricing against alternatives before committing, especially if they expect to grow their audience quickly.

What stands out

  • Email campaign creation and audience management.
  • Automation options for common customer communication.
  • Campaign reporting and marketing tools.
  • Wide familiarity among small businesses.

Pros

  • Recognizable email marketing platform.
  • Useful for newsletters and basic campaigns.
  • Can cover several common marketing tasks.

Cons

  • Pricing and contact limits need close review.
  • Advanced workflows may require higher tiers.
  • May not be the best value for every growing list.

Pricing: Mailchimp offers multiple plans with pricing affected by contacts and features. See its current pricing page for plan limits and included automation.

Best fit: Small businesses that need email campaigns and basic automation in a familiar marketing platform.

Visit Mailchimp

6. GetResponse

GetResponse

Best for email campaigns and funnels
Email automation Landing pages and funnels

GetResponse is worth a look if your business uses email campaigns alongside landing pages, lead capture, or sales funnels. It can bring several campaign-related tasks into one platform.

The fit depends on whether you will use those additional tools. If your only requirement is a simple welcome email, a smaller email platform may be easier to manage.

What stands out

  • Email marketing and automation features.
  • Landing page and funnel-related tools.
  • Campaign workflows for lead generation.
  • Options for businesses with several campaign needs.

Pros

  • Combines email with other campaign tools.
  • Useful for lead capture and funnel workflows.
  • Can reduce the number of separate tools required.

Cons

  • Some features depend on the selected plan.
  • May be unnecessary for basic email needs.
  • Plan and list limits should be checked.

Pricing: GetResponse pricing varies by plan and list size. Confirm current pricing and automation availability on the official pricing page .

Best fit: Small businesses that combine email campaigns with landing pages or lead-generation funnels.

Visit GetResponse

7. Klaviyo

Klaviyo

Best for ecommerce personalization
Commerce data Email and SMS

Klaviyo is designed for ecommerce businesses that want to use customer, browsing, and purchase data to personalize marketing. Common workflows include abandoned-cart reminders, post-purchase messages, and customer win-back campaigns.

It is more relevant to an online store than a local service business because its value depends on commerce data and customer purchase behavior.

What stands out

  • Commerce-focused customer profiles and segmentation.
  • Automated email and SMS journeys.
  • Campaigns based on purchase and browsing behavior.
  • Reporting for ecommerce marketing teams.

Pros

  • Strong ecommerce use-case coverage.
  • Detailed customer segmentation.
  • Useful for retention and repeat-purchase campaigns.

Cons

  • Less useful without ecommerce data.
  • Costs can increase with audience and usage.
  • Requires reliable store and event tracking.

Pricing: Klaviyo pricing depends on contact count and messaging usage. Review the official pricing page for current rates and plan limits.

Best fit: Small ecommerce brands that want to personalize customer communication using shopping and purchase data.

Visit Klaviyo

8. Omnisend

Omnisend

Best for straightforward ecommerce automation
Email and SMS Store-focused workflows

Omnisend focuses on ecommerce email and SMS marketing. It helps online stores build automated messages around shopping behavior, orders, and customer engagement.

It is worth comparing with Klaviyo if your main requirement is ecommerce messaging rather than a broad marketing suite.

What stands out

  • Email and SMS workflows for ecommerce.
  • Pre-built automation templates.
  • Campaigns based on shopping and order behavior.
  • Store integrations and customer segmentation.

Pros

  • Focused on common ecommerce workflows.
  • Templates can speed up campaign setup.
  • Combines email and SMS marketing.

Cons

  • Less suited to complex B2B lead management.
  • Pricing changes with contact and plan limits.
  • Advanced requirements may need other tools.

Pricing: Omnisend offers free and paid plans. Check the current Omnisend pricing for contact tiers, channel limits, and plan features.

Best fit: Small online stores that want email and SMS automation focused on ecommerce.

Visit Omnisend

Which tool is best for your type of small business?

Local and service businesses

A local service business may need lead follow-up, appointment reminders, review requests, and messages to past customers. Start with the workflows that save staff time or help turn inquiries into bookings.

Brevo or MailerLite may be enough for basic email follow-up. ActiveCampaign may be more useful when leads need different sequences based on their responses or activity. If your team also needs customer records and sales tracking, compare CRM options before choosing a standalone marketing tool.

B2B businesses and lead generation

B2B businesses often need to capture leads, qualify them, nurture prospects, and notify sales when a lead is ready for a conversation. ActiveCampaign and HubSpot are worth considering for these workflows.

HubSpot can be useful when the CRM is central to the process. ActiveCampaign may suit teams focused on email sequences and segmentation. Check which automation features are available at the plan level you can afford.

If CRM selection is part of the decision, see our guide to the best CRM software for small businesses .

Ecommerce businesses

Ecommerce automation often depends on browsing activity, cart events, order history, and customer value. Klaviyo and Omnisend are designed for these workflows.

Compare store integrations, segmentation, email and SMS limits, and the price at your expected contact count. A platform that looks affordable at a small list size may cost more as your customer database grows.

Solo operators and creators

A solo operator may need a signup form, a welcome sequence, a lead magnet delivery email, and occasional newsletters. MailerLite or Brevo may cover these requirements without the overhead of a larger marketing platform.

Avoid paying for advanced lead scoring, multiple seats, or complex multi-channel journeys unless your workflow requires them.

What should a small business automate first?

Start with a small number of workflows. These are often easier to launch, measure, and improve than a large automation project.

1. New lead follow-up

When someone fills out a form or requests information, send a timely response and provide the next step. If the lead does not respond, use a short follow-up sequence rather than relying on manual reminders.

2. Welcome and onboarding emails

Send new subscribers or customers the information they need to get started. For a service business, that might be how to prepare for an appointment. For a SaaS product, it could be a short getting-started series.

3. Abandoned-cart recovery

Online stores can send a reminder when a customer leaves items in a cart. Make sure the platform receives reliable cart events and that the campaign respects consent and applicable messaging rules.

4. Post-purchase follow-up

After a purchase, send useful information such as order guidance, product education, or a request for feedback. Keep service messages separate from promotional messages where required.

5. Customer re-engagement

Identify customers who have stopped engaging and send a relevant message. Define the audience carefully so the workflow does not repeatedly message people who have opted out or are no longer eligible to receive marketing.

How much marketing automation does a small business need?

A business does not need a complicated workflow to benefit from automation. A simple sequence with a clear trigger and a useful message can be enough.

For example, a lead-generation business might start with this process:

Example: New inquiry follow-up
  1. A prospect submits an inquiry form.
  2. The platform sends an immediate confirmation email.
  3. The lead is assigned to the right person.
  4. If there is no response, a follow-up email is sent after a delay.
  5. The workflow stops when the lead replies or books a meeting.

The important part is the stopping logic. A workflow should not continue sending automated messages after the customer has completed the intended action or no longer qualifies for the campaign.

Marketing automation software for small business: features to evaluate before buying

Workflow builder

Check whether the platform supports the triggers, delays, conditions, and branches your process needs. A visual builder is useful, but the workflow should also be easy to test and maintain.

Segmentation and personalization

Look at whether you can segment contacts by customer details, engagement, purchase history, or other relevant activity. Make sure the data required for those segments is available and reliable.

Integrations

Confirm that the platform connects to your website, CRM, ecommerce store, booking system, or product. Check whether the integration is native or requires middleware or custom development.

Reporting

Open and click rates can help explain campaign behavior, but they do not tell the full story. Check whether you can measure outcomes such as qualified leads, bookings, purchases, activation, or repeat orders.

Ease of maintenance

Consider who will own the platform after setup. A small business may not have a dedicated marketing operations specialist. Choose software that your team can update without needing outside help for every change.

Marketing automation software for small business: marketing automation pricing: what small businesses should watch

The lowest advertised plan is not always the lowest-cost option for your business. Vendors may charge based on contact count, email volume, number of users, feature access, or channel usage.

Before buying, check:

  • Whether the advertised price requires annual billing.
  • How contacts or subscribers are counted.
  • Whether unsubscribed or inactive contacts count toward billing.
  • Monthly email or SMS limits.
  • Which automation features are available on the plan.
  • Whether extra users, onboarding, or integrations cost more.
  • What happens when your audience exceeds the plan limit.

Ask vendors to show the price at your expected contact count and message volume. That is a more useful comparison than choosing based on the smallest starting-price number.

Marketing automation vs. email marketing software

Email marketing software is mainly used to create and send email campaigns. Marketing automation software can do that too, but it adds workflows that respond to customer behavior, data, or timing.

CapabilityEmail marketing softwareMarketing automation software
Newsletter campaignsUsually supportedUsually supported
Scheduled email sendsUsually supportedUsually supported
Behavior-based workflowsMay be limitedCommon capability
Multi-step customer journeysBasic or limitedCommonly supported
Lead scoring and sales handoffOften limitedAvailable in some platforms

Marketing automation software for small business: how to choose the right platform

  1. Write down the workflow. Define the trigger, audience, message, and outcome you want.
  2. Check your data. Confirm that the platform can access the events and customer fields needed.
  3. Estimate the real cost. Use your expected contact and message volume rather than the lowest advertised price.
  4. Build one real workflow. Use a trial or demo to test the process you actually plan to run.
  5. Check the maintenance effort. Make sure your team can manage segments, integrations, and campaign changes after launch.

Frequently asked questions

It depends on the workflow. ActiveCampaign is worth considering for detailed email automation, Brevo for email and SMS, MailerLite for straightforward campaigns, and HubSpot when CRM data is central. Ecommerce businesses should compare Klaviyo and Omnisend.

Some platforms offer free plans or free tools, but the limits vary. Check the contact cap, email volume, automation features, and whether the free plan supports the workflow you need. A free plan may be enough for basic email activity but not for advanced automation.

Prices range from free entry-level plans to paid subscriptions that increase with contacts, usage, and features. Enterprise platforms may use custom quotes. Compare the cost at your expected audience size instead of relying only on the advertised starting price.

Start with a workflow that has a clear business outcome, such as new lead follow-up, a welcome sequence, abandoned-cart recovery, or post-purchase communication. Keep the first workflow simple enough to test and measure.

Not every business needs both as separate products. If your team manages leads and sales opportunities, a CRM can help organize customer records while automation handles follow-up. Some platforms combine both. Review our small business CRM guide if you are comparing those needs.

No. Automation reduces repetitive tasks, but someone still needs to plan the campaigns, write messages, maintain data, review performance, and fix workflows when business processes change.

Final verdict

Start with the workflow, then choose the software

For small businesses, ActiveCampaign is a strong option to evaluate when email automation and segmentation are important. Brevo can suit teams that want email and SMS in one platform. MailerLite is worth considering for simpler email campaigns, while HubSpot is relevant when CRM and sales activity need to connect with marketing.

Ecommerce businesses should compare Klaviyo and Omnisend based on store integrations, customer data, messaging limits, and cost at their expected audience size.

Before committing, test one of your real workflows. Confirm that the integration works, the automation stops when it should, the reporting measures a useful outcome, and the total cost fits your budget.

PreferWise may receive compensation from some companies featured on this page. This does not determine the order of recommendations. Product details, features, and pricing can change. Verify current terms with the vendor before purchasing.

How we evaluated these tools

We compare tools on pricing (including plan limits and add-ons), features, AI and automation, integrations, ease of use, support and fit for the use case. We use vendor pricing and documentation pages, note when information was checked, and do not let commercial relationships decide the order. Read our full ranking methodology.

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