Monday, February 6, 2023
Home Business Leads Review Review Editor’s Score: 81/100

Pricing/value 82
Features 80
Customizations, add-ons and integrations 82
Ease of use 80
Customer support 82

Why Is the Best for Planning Email Campaigns and Workflow Management is a collaborative platform that allows sales and marketing teams to strategically brainstorm, create, edit and send out email marketing campaigns. It has a well-regarded customer service team and the functionality to help small businesses grow. makes it easy to add subtasks and assign different team members to various stages of the same project.



  • The number of templates, helpful features and automations make this a tool that truly helps teams rather than hindering them.
  •’s ability to foster seamless workflow and collaboration is among the best on the market.
  • is affordable and offers a 14-day free trial.


  • The software can have a steep learning curve for users who have no prior experience with project management tools.
  • may send out a lot of email notifications if individual users don’t take the time to set up their preferences.

Key TakeawayKey takeaway: offers hundreds of templates, features, and more to ensure your process and emails can be unique to your brand.


While its user interface is relatively easy to navigate, has its complexities, especially for beginners. We found adjusting to the system takes time, as there are many features to configure when you set up your account. For instance, there are countless templates to choose from, tools to sort through and other learning curves for those who aren’t familiar with the platform. However, we quickly resolved this issue in our review as we became familiar with the software, and there are some training videos that explain how to use certain tools. 

In terms of customization, is exceptional. We like how the software allows you to personalize any template you choose for email marketing purposes and to automate various processes for campaigns. We also found effective tools for email retargeting campaigns – an important tactic to stay in front of audience members who have interacted with your brand before.

Our testing also found that integrates seamlessly with other platforms and offers many data-powered tools to keep your information organized and up to date. Great for overall work management, is especially useful for planning email marketing campaigns.
A centralized inbox stores messages with other team members to support in-app communication. also features integrations with leading chat software like Slack


TipFYI: Should a user need assistance or clarification with any part of the software, offers excellent customer service. In our experience, a simple email yields an almost immediate response with detailed instruction and an invitation to speak further.

Features has many features that make it a great choice for both a work management and an email marketing solution:

Campaign ideas and requests board This board gathers all campaign ideas and requests to monitor their progress.
Forms’s Forms feature streamlines request processes to ensure none of them slip through the cracks.
Workflow automations Automations reduce the number of steps you have to take care of manually.
Status board This board provides real-time automated updates on requests and campaign progress.
Data-powered tools There is a calendar, chart and workload view to help you keep track of all processes and tasks.

Campaign Ideas and Requests Board

The campaign ideas and requests board records all campaign initiatives throughout their lifespan, from ideation to fulfillment. This includes all requests for client emails, both those that are still incoming and those currently in progress. This board is especially helpful if you have various teams and departments that require multiple emails to go out to your audience members. Team members can add requests with detailed information, then managers can approve them before moving them to the project list. provides many predesigned templates that you can customize to meet your email marketing needs.



The Forms feature of streamlines all requests received from both internal departments and external clients, making sure they’re all reviewed in one location. The form includes the email name, category and other details needed to explain the initiative. It offers questions as prompts to help you fill out the necessary information and can then be shared with the team or embedded on your internal website. Anyone with access to the link can fill out the form and submit it to the board as a new item to be reviewed.

Workflow Automations

There are many steps involved in email marketing, many of which require significant time and effort. Through’s email workflow automations, you can cut down on the manual work you have to do when handling requests and updating campaign progress. Examples include triggering notifications to involved parties and automatically updating the status of a request.

Campaign Status Board

The status board allows you to track and review the progress of different requests and email campaigns. While this is a common feature for work management and email marketing platforms,’s Campaign Status board organizes campaigns into groups (upcoming, sent and stuck) and various columns (people, status, date, numbers, formula, etc.). This allows you to go into great detail for a more insightful and organized experience.  

Data-Powered Tools uses your data to create powerful tools like a calendar view, which maps out all of your tasks and campaign dates in an interactive calendar. There is also a chart view and workload view. The chart view breaks down data from your board into a chart so that it’s easy to read and review. For instance, it breaks down requests by priority (high, medium or low) and status. The workload view, on the other hand, helps you identify if anyone is taking on too much work, or if someone has more free time and space on their to-do list to pick up extra tasks. This is the perfect tool to help you manage your team’s workflow.

Did you know?Did you know? Automated tools like the ones described above can increase collaboration and efficiency, allowing you to focus on those tasks that require more creative insight.

With a basic plan that starts at $8 per month, is an affordable solution that can meet the needs of most small businesses.

Source:’s pricing factors in the number of people on your team, tier of service and length of commitment. It offers a free trial for 14 days with no credit card information required, but afterward, you must invest in one of its plans to continue using the service. To learn about an email marketing solution with a free plan, read our review of Constant Contact.

Plans are billed annually and include different features based on the level of service you choose.

  • Basic: This plan costs $8 per person monthly. It allows you to manage all your team’s work in one central location.
  • Standard: This plan costs $10 per person monthly. It provides tools for collaboration and optimizes your team’s processes.
  • Pro: This plan costs $16 per person monthly. It streamlines and runs complex workflows, freeing up more of your time.
  • Enterprise: You have to request a custom quote for this plan. It offers enterprise-grade features like tailored onboarding and security and governance. 


Once you sign up for an account, you can start a free trial or choose the plan that best suits your company’s needs. You’ll have to decide how many of your team members you’ll add to the software, the level of service you’ll require, and the length of your commitment. 

The setup process can be a bit confusing, as there are many details to work out. First, visit your profile page, click the notifications section, and choose which updates you’d like to receive by email; you’ll be bombarded with countless emails otherwise. Then, start inviting members of your team to join you. Remember, you pay for the number of users you have, so only invite those who will be directly involved in these processes. For instance, if you’ll only use for email marketing campaign management instead of companywide projects, you’ll likely only need to purchase seats for your marketing department.

Then, you can start creating templates or choose from existing ones and customize them. This might take some trial and error, and you might need a few weeks or even months to organize your account the way you like it. However, setup is relatively easy and straightforward.

Customer Service

You can email any questions or concerns to’s customer service team at any time, and they are known to be extremely helpful and responsive. They also have quick answers to common questions on the website.


A commonly noted drawback of is the number of email notifications you get if you don’t take the time to set up the notification service initially. There is also a learning curve for those who don’t have much experience with the software or similar project management tools. The number of templates, features, and project boards available on can be overwhelming at first and require some adjusting, and the exact offerings of its plans can be difficult to understand. 

TipTip: Looking for easy-to-use email marketing software? Check out our review of Benchmark.

If you’re looking for email marketing software specifically, you should also know that email campaigns are not’s specific use case. Rather than dedicated email marketing software, it’s a comprehensive workflow management tool that is useful for organizing all sorts of projects, including email marketing campaigns.


To determine the best email marketing services, we compiled a list of popular platforms based on our careful research of each service’s online reputation. We spent several weeks researching each of these email marketing services further by investigating their offerings, watching tutorials and how-to videos, testing the software (when possible), and reading user reviews. We also evaluated each service’s pricing structure and customer support by contacting each of our finalists, posing as a business owner looking for email marketing software. When researching, we considered which features would be most important to a growing marketing department with numerous internal and external stakeholders for email campaigns.

What Is Email Marketing?

Email marketing is a highly effective direct marketing strategy that allows businesses to send targeted emails, communicate directly with customers, and build brand engagement, all with the click of a button. The top email marketing platforms allow you to create visually engaging email correspondences, build and segment contact lists, and track subscriber behavior to see which campaigns are most effective. To learn more about email marketing and the services available to business owners, you can read our reviews of the best email marketing services.


What is’s data security like? says it takes clients’ data very seriously. The company strives to keep data private and confidential, and it promises that your data is never seen by anyone you do not intend to see it.

Is free?’s plans start at $8 per seat per month. However, nonprofit organizations and other eligible businesses may qualify for free or discounted pricing.

Overall Value is our best pick for planning email marketing campaigns because of its various templates, helpful features that organize workflow, and automations that ensure a seamless experience. While it does not actually send out email campaigns and can be costly for companies with lower budgets, it’s still a useful platform for managing your internal campaign workflow.

We recommend this product for …

  • Small business owners looking for project management software to internally organize and automate marketing campaign tasks.
  • Teams that want to expand their email marketing efforts to increase brand awareness.
  • Businesses with various departments looking to achieve seamless workflow and collaboration.

We don’t recommend this product for …

  • Business owners with basic project management needs and workflows.
  • Businesses that want an all-in-one email marketing platform for planning and sending campaigns.

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