Best Marketing Automation Platforms with CRM Integration

AI-powered ecommerce marketing platform combining email, SMS, and predictive churn analytics.

Editor's takeKlaviyo's AI predicts churn risk, lifetime value, and next order date, then triggers flows off real-time Shopify or BigCommerce events through more than 350 native integrations. As a public company with over 176,000 customers, it holds SOC 2 Type 2 and ISO 27001 certification. Pricing scales fast, though. Active Profile billing charges for every emailable contact, and 25,000 contacts can run about $400 a month.

Marketing automation built natively inside Microsoft Dynamics 365, with unlimited contacts and users.

Editor's takeClickDimensions fits B2B teams that live inside Microsoft Dynamics 365 and want marketing built in, not synced. Pricing by email volume instead of contact count helps organizations with large but low-send databases. Teams outside Microsoft Dynamics, or wanting AI-driven journeys, should look at other tools.

Self-hosted WordPress marketing automation plugin with unlimited contacts and a flat annual fee.

Editor's takeFluentCRM skips per-contact billing, an unusual model in email marketing. It stores data in custom WordPress database tables, so growth does not raise list-size fees. Cron and SMTP setup still require some technical comfort.

Veteran CRM with true hybrid deployment (cloud, on-premise, or both) and built-in marketing automation.

Editor's takeAct! has run since 1987, long enough to build a rare feature most cloud-only CRMs abandoned: a true offline desktop mode that syncs when reconnected, alongside full cloud and hybrid options. Marketing automation, including 25,000-plus monthly email sends on the Professional tier, comes bundled rather than sold as an add-on. The tradeoff for that longevity shows in the interface, which reviewers consistently call dated, with a learning curve steeper than newer web-first CRMs.

B2B marketing automation platform billed by active contacts, not total database size, with native CRM sync.

Editor's takeAct-On's Active Contacts pricing charges only for people engaged that month, a real saving for companies with large, partly dormant databases, starting around $900 monthly. It earned ISO 27001 certification and HIPAA compliance, and syncs natively both ways with Salesforce, SugarCRM, Microsoft Dynamics, and NetSuite. Reviewers consistently call the interface dated, and a planned $53.2 million acquisition by Banzai collapsed in mid-2025 after funding fell through, adding some uncertainty about the company's next chapter.

CRM and marketing automation with native e-commerce and a rare signed HIPAA BAA, but cancellation must go through a phone call.

Editor's takeKeap's willingness to sign a HIPAA BAA sets it apart from most small-business CRMs at this price, a real advantage for coaches and service businesses touching health information. That security posture comes with retention friction: canceling requires an actual phone call rather than a self-service button, and a roughly $499 onboarding fee often gets added on top of contact-based pricing.

An agency-focused marketing automation and CRM platform offering white-label branding for client accounts.

Editor's takeSharpSpring rebranded to Constant Contact Lead Gen and CRM after its 2021 acquisition. Agencies can fully rebrand the interface and manage every client through single sign-on. Pricing now starts at $449 a month, and some users report slower support since the merger.

All-in-one CRM combining marketing automation, custom relational databases, and built-in payments and memberships.

Editor's takeOntraport's Custom Objects feature lets small businesses build a relational database, linking companies, events, or products, without writing code, a capability usually reserved for enterprise software. That depth comes with a real learning curve, which reviewers flag repeatedly. Pricing starts low at $24 a month but climbs quickly as contact counts and add-ons like Dynamic CMS get added.

All-in-one CRM and marketing automation with built-in telephony, free for 10 users.

Editor's takeAgile CRM bundles sales, marketing, and service automation, including built-in telephony with Twilio and RingCentral, into a plan that stays free for up to 10 users. Paid plans start at just $8.99 a month. The tradeoff is momentum: users report no new features or blog updates since 2019-2021, plus a dated interface and unresponsive support, raising questions about ongoing development.