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Home Email Marketing Review

Sean Peek
Sean Peek's rich project management software is a useful tool for internal marketing teams that need a centralized system for planning campaigns. Using, you can create a streamlined, automated workflow for your email marketing campaign tasks so your team can plan and schedule content accordingly. You can take advantage of's helpful features and templates to promote better organization throughout the campaign development process. For these reasons and more, is our choice for the best email marketing service for planning campaigns. Email Marketing Email Marketing

The Verdict offers customizable templates, workflow automation, calendars, views and helpful email analytics tools that make it easy to track campaign requests and progress from start to finish. Editor's Score: 7.5/10

Pricing/value 8.2/10
Features 5/10
Customizations, add-ons and integrations 8.2/10
Ease of use 8/10
Customer support 8.2/10

Why We Chose as Best for Planning Campaigns is our choice for the best email marketing service for planning campaigns. Our analysis found that the software has a simple user interface with unique features, such as a campaign ideas and requests board, forms that streamline requests, a status board to track updates, data-powered tools and views, and other workflow automations. We also like that offers friendly and responsive customer support, with a team of representatives available via email at any time.

What We Like About

  • The software offers a variety of tools that help the email campaign creation process.
  •'s customer service is superior to competitors'.
  • The service helps businesses increase brand awareness.
  • It's great for teamwork and collaboration.

What We Don't Like About

  • The software is pricey, so it may not be a good fit for businesses with limited budgets.
  • The service plans are complex.
  • There is an initial learning curve.

Ease of Use

While has a relatively simple user interface, there are some complexities that may make it difficult, especially for newcomers to project management software. There are numerous settings and features to configure during the initial setup. We found that adjusting to the system's templates and tools can take some time. However, the software gets easier to use as you learn it, and training videos help by walking you through certain features.

FYIFYI: If you need help using certain aspects of, you can contact the responsive customer service team by email.

Despite the learning curve, the platform offers exceptional customization options and lets you automate and improve many elements of your email campaign planning workflows. It integrates seamlessly with over 40 other commonly used platforms – such as Google Drive, Slack, Excel and Dropbox – to pull in data from other tools, so you can keep all your campaign-related information organized and up to date.

If you need help using certain aspects of, you can contact the responsive customer service team by email.


These features make it easy for your marketing team to plan and execute campaigns:

Campaign Ideas and Requests Board

We like that when you set up your campaign ideas and requests board, you can record all activities and information throughout a campaign's life span, from ideation to launch. You can use this helpful board to organize requests from different parties, such as external clients or your various company departments. Any team member with access to the board can add requests with detailed information. Managers and project owners can then approve them before moving each idea to the active project list. provides many predesigned, customizable templates for campaign planning, content calendars, digital asset management and more.

Forms's Forms feature centralizes all requests you receive from both internal departments and external clients so they are in one location for review. You can create campaign request forms that include the email campaign name and category, as well as a space for team members to add other details about the idea. 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 it out and submit it to the board, which means you can share it with external clients. We like that all stakeholders, whether internal or external, can receive access.

Workflow Automation

Planning an email marketing campaign can take a lot of effort and approval steps. With's workflow automation, you can reduce some of the manual work of approving requests and updating campaign progress. For example, you can configure triggers for notifying people involved in a campaign and for automatically updating the status of a request.

Status Board

The campaign status board lets you quickly visualize where each campaign is in the workflow process. We like that you can organize campaigns into different categories (e.g., upcoming, sent and stuck) and sort by column (e.g., people, status, date, numbers, formula). This feature allows you and your team to easily find and dive into details about each campaign for a more insightful and organized experience. 

Data-Powered Tools and Views can organize your data in numerous ways to help you get the most out of your campaign management process. For example, the handy calendar view maps out each task and campaign date in an interactive calendar. You can also use the chart view and workload view to break down data from your board in different ways. For instance, we were able to sort requests by priority (high, medium or low) and by status, as well as use the workload view to see how many tasks were assigned to each team member. If anyone is taking on too much work, you can redistribute tasks to other team members. Using these powerful tools from can help you and your team visualize data in the ways that are most useful to individual users.

FYIFYI: Using automated tools like those offered by can improve collaboration and increase efficiency in your email marketing campaigns by streamlining your workflow.

Pricing pricing starts at $8 per seat per month, making it an affordable solution that can meet the needs of most small businesses offers multiple pricing plans based on the number of people on your team, your desired service tier and the contract length you'd like to sign up for. You can try this software free for 14 days with no credit card information required and get unlimited boards and workflows. At the end of the trial, you must sign up for a paid plan to continue using Nonprofits may be able to use the service for free or at a discount.'s pricing can be a bit confusing. Whereas some platforms bill per user per month, has a predetermined number of "seats" for paid plans. The minimum is three seats; the next grouping is five. Plans go up in increments of five until you reach 20 seats, at which point you must purchase seats in increments of 10. So, if your team has 22 users, you'll have to pay for 30 seats per month, regardless of whether those seats are used.

When deciding how many seats you'll need, you may have to think about your main uses for If you're using it only to create and manage email marketing campaigns, you'll likely need to purchase seats only for the people who are involved in campaigns. However, if you'd like to use for all of your company's internal projects and workflows, you may need to invest in more seats.

Plans are billed monthly or annually (with an 18% discount for annual prepayment) and include different features based on the tier you choose:

Basic Starts at $8 per seat per month Allows you to manage all your team's work in one central location
Standard Starts at $10 per seat per month Provides tools for collaboration and optimizes your team's processes
Pro Starts at $16 per seat per month Streamlines and runs complex workflows with additional automation and integration features
Enterprise Custom pricing Offers enterprise-level features, like tailored onboarding and security and governance

Implementation and Onboarding

When you sign up for your free trial, you can take advantage of unlimited boards and workflows. However, before you sign up for a paid plan, you'll have to decide how many seats you will need, the level of service you'll require and whether you want to pay monthly or annually.

When you create your account, we recommend that you click the Notifications section and choose which updates you want to receive. Otherwise, you may get an email for every update that happens on your boards.

Once you've set up your profile and invited your team members to your board, you can begin developing your campaign processes and workflows. You can start with one of's useful email templates and customize it to suit your needs. We found that this might take some trial and error, and it might take time to organize your account the way you like it. However, the setup is relatively easy and straightforward.

Customer Support's friendly, responsive customer service team is available via email at any time. The company's website also provides answers to frequently asked questions. However, there is no live chat support option for immediate help, and there is no direct phone number listed on the company's website.


The largest limitation of is that it is not traditional email marketing software with a campaign builder, sending capabilities, contact list management or campaign performance reports. You will not be able to send out your email campaigns through If you are looking for a more traditional email marketing service, check out our review of Benchmark. That being said, is an excellent project management tool for marketing teams that want to keep their internal campaign workflow organized, streamlined and automated.

When using, you and your team may receive an overwhelming number of email notifications if you don't configure your settings properly from the outset. Users who are new to project management software may also find that comes with a bit of a learning curve; this software includes numerous templates, features and project boards, which may be difficult to manage at first and require some adjusting. Also, if you have trouble with the software, you won't be able to reach the support team by phone or live chat.  

Finally,'s pricing and plans are a bit more complex than those of typical email marketing or project management software, so you may need to speak with a sales representative to fully understand what's included in your plan.

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 improve brand engagement. The best email marketing platforms allow you to create visually engaging emails, build and segment contact lists, and track subscriber behavior to see which campaigns are the most effective.


To identify the best email marketing services, we compiled a list of popular platforms based on online research. We carefully examined each service's online reputation and narrowed down our list to some finalists. We spent several weeks researching each email marketing service by investigating its 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. When selecting our best pick for planning campaigns, we considered the features that would be the most important for planning a campaign, such as tools that help with ideas and organization. FAQs

Can you send emails from does not offer a campaign builder or sending capabilities, but it does help marketing teams keep their campaign workflow organized, streamlined and automated.

Is a customer relationship management (CRM) system? is a project management company that offers CRM-style functionality. 

Bottom Line

We recommend for ...

  • Small business owners who are looking for project management software to help organize their marketing tasks.
  • Individuals who want to expand their email marketing efforts.
  • Businesses with various departments that want to achieve a seamless workflow and collaboration.

We don't recommend for ...

  • Businesses with basic project management needs and workflows.
  • Business owners who want an all-in-one email marketing platform.
  • Teams that prefer to access support by phone or live chat.

Image Credit: Getty Images Email Marketing Email Marketing

The Verdict offers customizable templates, workflow automation, calendars, views and helpful email analytics tools that make it easy to track campaign requests and progress from start to finish.

Sean Peek
Sean Peek Contributing Writer
Sean Peek has written more than 100 B2B-focused articles on various subjects including business technology, marketing and business finance. In addition to researching trends, reviewing products and writing articles that help small business owners, Sean runs a content marketing agency that creates high-quality editorial content for both B2B and B2C businesses.