9 Best Automation Software for Successful Small Businesses

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Global consumer confidence has been trending upwards in the last 12 months and that has had a positive impact on consumer spending. If you’re a business owner that’s looking to get a leg-up in today’s bullish economy, we have a secret to share with you.

The trick to get ahead is not to work harder… It’s to work smarter.

We know that advice is pretty stationary, but hey, that doesn’t make it any less true!

In this article, we go over the best automation software on the planet that can single-handedly change the way that you run your company.

1. Marketo

In a crowded field of the best automation software, Marketo takes our number one spot.

Why? Because it’s so darn easy to use!

Marketo is a robust marketing automation platform that can help you do everything from email marketing to SEO. If you’re looking for a great visual interface and a product that has small business owners in mind, Marketo is the product to check out.

2. Zapier

Zapier sits at the top of many best automation software lists because, with this product, you can do just about anything.

If you’d like your marketing team to get an email every time somebody direct messages you on Twitter, Zapier can do that. If you’d like your finance team to get a Yammer message whenever somebody mentions a product on Facebook, Zapier can do that.

Bottom line – If you want to create cause and effect relationships between applications that have no native integrations, Zapier is a great tool to check out.

3. Infusionsoft

This best automation pick has been servicing small businesses and freelancers for a number of years. It allows people to manage basic marketing automation on their website (email list integration for example) as well as pull sales analytics and publish content all from one incredible dashboard.

Those features are just a top-line of what Infusionsoft can do, so we recommend taking it for a whirl if you’re interested in seeing why the 20,000 business owners that currently use the product love it so much.

4. Automate.io

If you want to use the same tool for automation that UBER, UCLA, Airbnb, and more leverage to engage consumers, look no further than Automate.io.

Automate.io does a lot of what some of the other products we’ve mentioned do like custom integrations and managing multiple marketing facets from a single dashboard.

This tool stands out though with its robust free plan and incredible customer service team!

5. Sage

We didn’t want to leave larger small businesses out of the mix, so here’s a shout out to a great larger company focused tool, Sage.

With Sage, you can manage your inventory, finances and more across multiple countries, currencies, teams, dimensions… Okay… Maybe not dimensions. But seriously, this tool is really versatile!

The big downside to Sage is that, given its scale, it can get a little complicated to navigate. Fortunately, this article by Baass and other free guides on the Sage website can help your team get up and running, quickly!

6. Asana

We’re going to hit the breaks on pumping up marketing automation software for a moment to talk about one of our favorite pieces of workflow automation software, Asana.

Asana allows teams to collaborate seamlessly in the cloud using its unbelievably intuitive tile system.

Have large teams with multiple deadlines? Asana can allow you to assign tasks, keep track of what has been done and allow teams to stay abreast on progress to make sure that productivity never wavers.

Asana basic is simple and free but if you have a larger team that needs help staying organized, the Asana group can hook you up with something special if you call their sales department.

7. Hubspot

Hubspot is often touted as the number one customer relations management software on earth. We don’t know if that’s true or not, but we can say that we wouldn’t be surprised if it was.

Hubspot’s suite of business-related tools is probably the most extensive toolset sitting within any single company’s portfolio.

If you need tools to generate leads or manage analytics around marketing campaigns, Hubspot has you covered. If you need to schedule meetings or build email campaigns, Hubspot has you covered.

Even if you’re looking for tools to build your customer service efforts around Hubspot has solutions.

Best of all, if you buy into the Hubspot system, every one of its tools functions together in the cloud. That will allow you to streamline workflows across departments without wasting time or breaking a sweat!

8. ActiveCampaign

If you’re familiar with free tools like MailChimp and are looking to upgrade to a more robust marketing solution, ActiveCampaign is a nice in-between step.

The tool is easy to use, has simple yet effective features and at times can be downright fun to work with.

What ActiveCampaign lacks in robustness, it makes up for with its focus on getting things done quickly and simply.


KiSSFLOW casts a wide net with its best automation software. It has features that allow your team to do everything from onboarding new employees to requesting vacation time.

If you’re looking for a nice “catch-all” piece of software to help move things along in your larger-sized small business, KiSSFLOW is worth a try. But if you’re looking for a piece of software that can do 2 or 3 things exceptionally well, you’ll want to look somewhere else.

Wrapping Up Best Automation Software for Successful Small Businesses

Whether you’re a small business that’s just getting its bearings or a larger business that’s pushing into the medium-sized range, our best automation software picks above can help you get more out of your day to day operations.

To learn more about automation and new technology, check out more content on AxcessNews now!

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Melissa Thompson

Melissa is a mother of 2, lives in Utah, and writes for a multitude of sites. She is currently the EIC of HarcourtHealth.com and writes about health, wellness, and business topics.