Last Reviewed: November 12th, 2024

Best Marketing Calendar Software Of 2024

What is Marketing Calendar Software?

Marketing Calendar Software (MCS) provides a centralized, visual representation of a company's marketing activities. Solving the problem of scattered planning, MCS fosters better coordination and improves marketing efficiency. Key benefits include improved team collaboration, versatile scheduling, and transparency of marketing efforts. User-friendly interfaces, integration capabilities, and advanced analytics form the core functionalities of an effective MCS. Recently, real-time collaboration features and AI-driven suggestions for optimal timelines and channels are adding further value to these software solutions. Digital marketing teams, product launch strategists, and content creation departments across all sectors gain the most benefits. However, the full potential of MCS may go unrealized without proper training and consistent usage by all team members. In summary, MCS takes the guesswork out of marketing scheduling, empowering companies with a strategic lens to view, plan, and execute their marketing efforts effectively.

What Are The Key Benefits of Marketing Calendar Software?

  • Facilitates Coordination
  • Enhances Marketing Efficiency
  • Improves Team Collaboration
  • Supports Versatile Scheduling
  • Ensures Marketing Transparency
  • User-friendly Interfaces
  • Advanced Analytics
  • Real-time Collaboration
  • AI-Driven Suggestions
  • Boosts Strategic Planning
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Overall

Based on the latest available data collected by SelectHub for 28 solutions, we determined the following solutions are the best Marketing Calendar Software overall:

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Why We Picked Mailchimp

Stepping into the realm of email marketing, Mailchimp emerges as a prominent contender, captivating businesses with its user-friendly interface and extensive features. User feedback from the past year sheds light on Mailchimp's strengths and weaknesses, offering valuable insights for potential adopters. Mailchimp's intuitive design empowers users of all skill levels to craft visually appealing email campaigns. The platform's drag-and-drop editor and diverse template library simplify the creation process, enabling businesses to maintain brand consistency and engage their audience effectively. Affordability is another hallmark of Mailchimp, with tiered pricing plans catering to businesses of varying sizes and budgets. The availability of a free plan further enhances accessibility, making it an attractive option for startups and small businesses.

However, Mailchimp's automation capabilities have drawn mixed reviews. While the platform offers basic automation features, such as welcome emails and abandoned cart sequences, some users find them to be less robust compared to competitors like ActiveCampaign or Klaviyo. Additionally, Mailchimp's segmentation options, while functional, may not provide the same level of granularity as more specialized email marketing platforms. Despite these limitations, Mailchimp's ease of use, affordability, and comprehensive feature set make it a compelling choice for businesses seeking a reliable email marketing solution. Its intuitive interface and extensive template library empower users to create professional-looking emails without extensive design experience. The platform's scalability ensures that it can accommodate the evolving needs of growing businesses, making it an ideal choice for those embarking on their email marketing journey.

Pros & Cons

  • Easy to Use: The platform has a simple interface and can easily be understood by anyone with basic knowledge of email marketing, observe 95% of reviewers referencing this feature.
  • Easy Email and Templates: It’s easy to create and understand emails using templates, send professional email flyers, and run campaigns automatically, according to 83% of users who mention this feature.
  • Email Marketing: Everyone referencing this aspect thinks it’s a comprehensive email marketing tool with features like campaign management, customer journey, transactional email, integrations and more.
  • Customization: Almost 80% of reviewers who talk about this feature feel the built-in templates are easily customizable, and editing them doesn’t require graphic design experience.
  • Paid Version: More than 85% users mentioning this aspect observe that the free version doesn’t include all features and the premium version is expensive compared to other email marketing services.
  • Email Spam: Every user talking about this feature mentions that sometimes clients' e-blasts end up in the spam folder for recipients.
  • Glitches: There are glitches such as difficulty signing in when logged in from another device, frozen modules, slow editing process, poor compatibility with Outlook and more, as every review on this feature mentions.

Key Features

  • Audience Dashboard: Store contact data and track trends to understand the audience better. Clickable sections in the dashboard help instantly launch campaigns based on that data.
  • Segmentation: Ready-made segments based on campaign activity, purchase history and more are offered to send campaigns. Enable up to five layers of segmentation filtering, and update data automatically. Add a set of nested conditions facilitating different combinations of data collected such as purchase activity, gender, age range and more.
  • Behavioral Targeting: An API enables pulling custom event data or actions performed by users, to send targeted messages based on specific activities, such as downloads or account renewal.
  • Lookalike Audience: Works with social ads and postcards to reach more people. Find new people similar to contacts using marketing CRM data and an audience network. Create Facebook and Instagram ads, and target people interested in the company’s products.
  • Content Studio: Stores assets such as photos, documents and other files. Upload or sync assets, edit them directly in the content studio and use them for marketing.
  • Templates: More than 100 predesigned templates are available. Customize templates to launch campaigns.
  • Email Builder: Create posts for Facebook, Instagram and Twitter directly from the email builder. Also add photos, write copy and share the post after the email is sent.
  • Landing Pages: Create a place for contacts or potential contacts to land on when they click through from an email, ad, social post or other location on the web.
  • Email Automation: Automate welcome messages after user subscription, and emails based on dates and events. Drag and drop RSS content into any template to pull in the latest posts.
  • Schedule Campaigns: Send a campaign or schedule it for a specific date and time. Includes: 
    •  Send time optimization, which recommends a time for subscribers based on click time activity. 
    •  Timewarp to send campaigns to recipients based on their time zone. 
    •  Batch delivery to send campaigns in timed batches. 
    •  Ability to pause campaigns. 
  • Reporting: Monitor trends and track performance. The growth, engagement and revenue reports facilitate viewing who’s interacted with marketing, along with their clicks, buys and downloads. Compare open, click and unsubscribe rates to industry peers.
  • Real-Time Analytics: Keep tabs on all marketing campaigns including emails, automations, social ads and more. Manage marketing budget using real-time stats. Track sales from a campaign to purchase by finding out who made a purchase after opening the campaign, viewing what they bought and seeing the money earned by the campaign.
  • Integrations: Integrates with apps and web services including Xero, Zapier, Square, LiveChat and more.
  • A/B Testing: Test up to three variations for campaign and build a working strategy.
  • Security:Includes data center security, protection from data loss or corruption, application-level security, internal IT security and more.
Start Price
$9.99
Monthly
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Why We Picked Constant Contact

Designed for small businesses, Constant Contact delivers web-based email marketing that’s easy to use. Most users find its robust email marketing and campaign management feature beneficial. It offers lots of templates and strong contact management capabilities. The customer support team is quite helpful as well. However, it lacks some important features such as Google Analytics and automation settings, limiting its usefulness in some key areas. Additionally, reviews indicate most of the emails users send are marked as spam. Overall, it’s a decent software for small businesses that are in need of an efficient, lightweight solution.

Pros & Cons

  • Email Campaigns: It’s possible to add tables and buttons, check open and click rates, and schedule, customize and manage emails, according to 90% of reviewers who mention this aspect.
  • Ease of Use: More than 95% of users who talk about this aspect report it’s easy to navigate.
  • Templates: Creating and using pre-built templates, including those for different occasions, aid announcements and sales marketing, as 70% of users referencing this aspect observe.
  • Contact Management: The system helps save and organize contacts in one place, as well as create emails and events to send out to different groups of contacts, according to 90% of reviewers who talk about this feature.
  • Customer Service: The customer support team is helpful and always available to assist, note 82% of users mentioning it.
  • Lack of Features: The system lacks certain features such as Google Analytics tracking, configuration options, CRM capabilities and automation options, note 90% of reviewers talking about this aspect.
  • Spam Emails: Most of the emails sent via the platform go to junk folders, according to 83% of users referencing this issue.

Key Features

  • Drag-and-Drop Editor: Facilitates customizing an email template and designing professional, mobile-responsive emails for every device. 
  • Sign-Up Forms: Supports creating inline sign-up forms that can be embedded into the HTML code on the website or blog to enable collecting sign-ups as people view a specific webpage. Provides sign up-forms and automatic display triggers to maximize list growth. 
  • Surveys and Polls: Facilitates creating custom surveys and polls, and enables viewing individual results from respondents or tracking general data trends from social media or an email survey. 
  • Campaign Report: View email metrics such as sends, opens, clicks and more. Compare campaigns to determine which received the most opens or clicks. 
  • Integrations: Integrates with apps such as Salesforce, Outlook, Mindbody, Shopify, Facebook and more. 
  • A/B Testing: Run an A/B test on two versions of subject lines to maximize email open rates. 
  • Contact Segmentation and Targeted Marketing: Create customized segments based on a contact’s engagement with email campaigns, location and company details, and already-existing lists. Send targeted marketing emails with relevant messages. 
  • Contact Management: Upload contacts from Excel, Outlook, Salesforce and more. 
  • Email Scheduling: Send emails instantly or schedule them to be sent at a future time. Suggests the best time to send emails based on the industry’s open rate. 
  • Landing Pages: Two types are available: 
    • Lead Generation: Collects visitor information and helps set up automated email series to stay connected to new leads. 
    • Shoppable: Enables selling products and supports tracking results such as gross revenue, page visitors, conversion rates and more. 
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Why We Picked Asana

Asana is a work management platform designed to help users organize and streamline operations with a user-friendly, customizable interface, automation and AI. Key features include the ability to create custom fields, deadlines, and subtasks, utilize various project views like Kanban boards and timelines, and leverage AI for summarizing tasks and drafting workflows. During my test of the software, I liked how easy it was to create a task by email and create project and task summaries using their AI tool.

Customization was also a win. I built a task template for my Content Creation project with custom fields, relative due dates, assignees and a bulleted checklist. However, head’s up, adding task templates to existing tasks requires creating a new task with the template and merging it. Hands down, workflow management was one of my favorite parts of testing Asana. Adding in new sections (without having to go to the list view) and creating custom rules for transitions with a little help from their version of prompts was a breeze.

Collaboration is another plus, with in-card comments and mentions, an inbox, group and individual messaging in platform and guest accounts with custom permissions for external users.

On the downside, if you don’t have access to a free trial of the paid version (like I did), the free version may not be as effective. You won’t be able to access AI features, certain project views and resource management. The setup also isn’t exactly intuitive, and you may need training plus multiple visits to the help center to conceptualize your project and pick the right template.

Overall, Asana is a fantastic all-in-one project management solution for users looking for a flexible tool with AI assistance and don’t mind springing for one of the paid plans.

Pros & Cons

  • User Friendly: Reviewers appreciated that the system is easy to use and intuitive with a clean UI, even if you’re new to projects.
  • Overall Functionality: Workflows and automation, task management and collaboration are everything you’d look for in a project management system, according to users.
  • Customization: Users liked the customization options for unique team needs, projects and workflows.
  • >Cost: Users mentioned Asana’s paid plans were too expensive for smaller businesses making it difficult to upgrade from the limited free version.
  • Set-Up: Getting started can be overwhelming with so many customizations and task options. Users said you may need extra time to implement it effectively.
  • Advanced Features: Reviewers noted some features like AI, advanced project views, resource management and multiple task assignees require expensive plan upgrades.

Key Features

  • Task Management: Create tasks with custom fields, deadlines, tags, subtasks, dependencies and descriptions during setup, adding tasks to the section you want when you create your first project or forwarding an email to [email protected]. Save time by converting your custom tasks into a template you can apply to new tasks and using AI to summarize tasks and draft subtasks. Switch between list, board, timeline, calendar and Gantt views to optimize visualization and drag-and-drop tasks between sections.
  • Project Planning and Scheduling: Kick your projects off with a plethora of templates ranging from product rollouts to hiring pipelines, or import your project from a spreadsheet. Convert tasks into milestones on the card and add details about why it’s a milestone. Add tasks to multiple projects and organize strategic initiatives by creating a portfolio where you can track the updates of all your projects.
  • Resource Management: Keep track of what’s on everyone’s plate by switching to the workload view. Drag and drop tasks to manage timelines and assignees and assign custom values like hours or points to tasks to accurately factor in employee effort.
  • Sprint Management: Hit the ground running by applying the sprint template to a new project. Add custom fields, use the timeline tab to map out sprint tasks and deadlines and set start and finish dates in the project view.
  • Collaboration Features: Add updates, questions and notes into the description. Comment on cards with mentions, files, lists, code blocks and even AI assists. Send messages directly to individuals or teams using the inbox. Keep your clients in the loop by creating guest accounts and sharing specific tasks and projects with them.
  • Reports and Insights: Tap into a bird’s eye view of your project by clicking on the dashboard tab where you can monitor overdue, complete and incomplete tasks and burnup charts and create custom charts with their AI tool. Visit the reporting tab to view trends, progress, resourcing and work health.
  • Custom Automations and Workflows: Build a workflow that’s a perfect fit for your project in the workflow tab by adding sections for each step in the process with custom transitions and rules when tasks are moved. Add custom automations and rules from scratch, use the options provided as a starting point or get a helping hand from the AI studio. Check out the automations we built in depth below.
Start Price
$800
Monthly
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Why We Picked HubSpot

With basic CRM alongside marketing, sales, service and content management, Hubspot offers a lot of functionalities, which users cite as a primary benefit. Its slick interface ensures an intuitive experience and extensive automation simplifies tasks, although some complicated functions make it time-consuming to learn. Users also appreciate how prompt customer support is, and that there’s a free version that’s ideal for small and mid-sized businesses.
However, certain email elements present issues and the paid versions are expensive for what they offer. Overall, businesses that are in need of a robust and scalable product suite, especially those with a focus on inbound marketing, might find this to be a good fit.

Pros & Cons

  • Ease of Use: Every user referencing navigation reports the platform is user-friendly.
  • Customer Support: The support team is reliable and offers quick responses to any need, according to 91% of reviewers referencing this aspect.
  • Automation: Automating email campaigns, lead scoring and workflows, managing sales funnel and social engagement, and creating email templates is easy, according to 95% of reviewers who talk about automation.
  • Feature-Rich: The range of features offered, such as creating landing pages, forms and email campaigns, is a benefit to 85% of users mentioning functionalities.
  • Marketing: Every user who refers to marketing feels it’s easy to market products.
  • Interface: A slick interface makes it easy to navigate, in the experience of 80% of reviewers referencing the UI.
  • Price: Premium products are expensive for the amount of functionality, especially for small and mid-sized companies, according to 86% of reviewers mentioning cost.
  • Training: In 85% of reviews referencing training, users say it’s difficult for average users to perform complicated tasks such as tracking leads and making different mailing lists, causing a learning curve.
  • Email Functionality: All reviews about this issue note that customizing the mobile version of an email affects the desktop version, inserting custom HTML such as a for promo timer isn’t possible and more.

Key Features

  • Pipeline Management:
    •  Reduces data entry through auto-populated data and grants control over pipelines to match how users work. 
    •  User-friendly edit tools alongside a drag-and-drop interface simplify the entire management process. 
    •  Quick access to key metrics is available with a sales dashboard. 
  • Lead Management: Perform CRM activities without the hassle of reconciling different data sets and gain full visibility into contacts by accessing data-rich profiles in one location. Capabilities include lead segmentation, contact activity history and tasks. 
  • Messaging: Facilitates better internal and external communication, promotes strong customer experiences, supports lead generation and enables more timely follow up. Offers Facebook Messenger, a customizable live chat widget, shared email and a chatbot builder. 
  • Conversations Inbox:
    •  Provides context, alignment and transparency for marketing, sales and service teams through a team-wide inbox. 
    •  Aids cross-functional collaboration via a central hub for communicating with prospects, leads and customers. Routing rules deliver emails to the most relevant team or member. 
    •  Offers a seamless experience to customers no matter what stage they’re in. 
  • Contact Activity: Gain deeper insights by leveraging analytics that show website interactions. Track form submissions, page visits and more. 
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Key Features

  • Automated Intelligence and Outreach: With this feature, users no longer have to struggle with manual data updates and can completely automate contact discoveries and company searches with precision. 
  • Webform Optimizations: ZoomInfo FormComplete makes it easy for users to capture contact information without tedious form fields. All users need to capture is the prospect’s email address and the rest of the information is scored accordingly. 
  • Website Visitor Tracking: Users can turn intent into action with the software’s WebSights service, which tracks all anonymous visitors to landing pages or the website. Users never have to miss a visitor's responses again. 
  • Lead Enrichment: The Enrich feature prevents outdated and incomplete data by auto-updating data with new additional information. This process makes database management and lead management much simpler. 
  • Activity and Pipeline Management: The software’s InboxAI tool saves hours of manual work by quickly aligning the sales teams’ email inboxes directly to Salesforce. This data sync allows complete access to the engagement of accounts and activities. 
  • Enterprise API: Managers can customize workflows and data presentation. ZoomInfo’s API helps search, enrich and append existing data, so users never run out of contact discoveries. 
  • Account Targeting: The platform’s advanced targeting capabilities allow users to reach out to key decision-makers. The account targeting watchlist enables account managers to have access to updated insights that help promote business growth. 
  • Campaign Optimization: This feature helps users understand their target audience, enhance their data and develop hyper-targeted campaigns. It provides updated, accurate and actionable CRM data to ensure successful outreaches. 
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Why We Picked Klaviyo

With an easy-to-use design and email templates, Klaviyo simplifies marketing efforts. Vigorous monitoring and analytics were other strong points according to user feedback. Users also leverage it for market segmentation, which provides useful market insights according to the segments chosen. However, getting started with the product may take some time due to the lack of training resources for implementation, and the capabilities may not justify the price tag for smaller companies according to user feedback. All in all, it’s a good choice for companies with a larger budget that require strong automation and segmentation capabilities.

Pros & Cons

  • Analytics: The product offers robust analysis capabilities, according to all reviews about analytics.
  • Ease of Use: A user-friendly interface and email templates are noted by 96% of users who leverage the product.
  • Segmentation: More than 90% of user feedback on this feature suggests that segmentation is a key benefit.
  • Training: All users who mention setup and implementation indicated the lack of training resources as a drawback.
  • Cost: It’s not cost-effective for the functionality offered, according to 79% of users who mention this aspect.

Key Features

  • Customer Relationships: Attend to customers, collect and store important customer information, and use it according to their consent. 
  • Analysis: Understand customer trends through segmented market data, using data science and AI, which provides business insights to speed up growth. 
  • Integrations: Offers unlimited real-time data with robust, ready-to-go integrations for more audience insights and personalization. Connects with Shopify, WooCommerce, Magento and more. An open API provides the flexibility to create direct integrations with custom e-commerce platforms. 
  • Reporting: Run reports from a single screen and export data with ease. Understand flow performance, campaign performance and signup form performance quickly. Custom analytics assesses the performance of emails and identifies opportunities. 
  • Social Media Advertising: Transfer data to Facebook and Instagram to create relevant messages and deliver consistent experiences. Sync data dynamically and generate more sales to automatically updated target groups with product-specific ads. 
Start Price
$9
Monthly
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Why We Picked ActiveCampaign

ActiveCampaign provides cloud-based marketing services to businesses of any size. It’s easy to use and offers a wide range of features, along with robust automation and campaigning capabilities. The system integrates with all major platforms. Most users also find the customer support team as well as the training materials to be helpful.
However, it takes time to learn the intricate features thoroughly. Reviews also state the system suffers from glitches and the interface could be more user-friendly. Businesses that need a system that caters to CRM as well as marketing needs, and that have the ability to leverage its complex functionality effectively, should consider this as a solid choice.

Pros & Cons

  • User-Friendly: Everyone referencing this aspect states the software is easy to use.
  • Automation: It helps run customer and lead campaigns, triggered automatically based on set specifications, note 98% of reviewers referring to this feature.
  • Customer Support: The support team is easy to reach and very responsive, according to 93% of reviewers talking about this aspect.
  • Functionalities: Every user mentioning features states the system offers robust capabilities including client onboarding, lead funnels, newsletters, contact tracking and more.
  • Email Campaigns: In the view of 85% of reviews about this feature, it’s easy to send weekly emails, replicate earlier emails and develop templates for other uses.
  • Integration: Connecting with Zapier and other platforms makes it easy to transfer leads, according to 88% of reviewers referencing integration.
  • Help Resource: Everyone mentioning training reports there are helpful tutorials and webinars.
  • Learning Curve: According to 77% of reviewers talking about training, it’s tough and time consuming to learn the platform.
  • Glitches: Every user mentioning this aspect notes it can be glitchy at times and quite slow to load during peak business hours.
  • Interface: The interface is slow and not very intuitive, according to 62% of reviewers referencing this aspect.

Key Features

  • Dynamic Content: Keep content fresh and personalized by automatically changing email content depending on where a lead is in the buyer’s journey. 
  • Email Marketing: A robust and fully-featured suite offers broadcasting, triggered and targeted emails, funnels, and robust integrations with popular social media and e-commerce platforms. Also offers: 
    • Drag-and-Drop Builder: Create and automate campaigns with ease. 
    • Scheduled Emails: Enables scheduling emails for specific dates and times. 
    • Email Autoresponders: Enables sending welcome emails, starting a welcome series or delivering lead magnets automatically. 
  • Segmentation: Target specific groups within the contacts list to be more personal in emails and engage people with the right information. 
  • CRM: Notify the sales team, update deals, create tasks and nurture leads automatically. Scores leads, passes off highly-qualified targets to sales and integrates with popular email providers. 
  • Advanced Reporting: Offers custom reporting features, including custom KPIs, sales reporting, tag counting and robust segmentation. Gives insights into email performance. Split testing can also be used to get email opens, clicks and buys. 
  • Fast Training: Schedule one-on-one appointments with the company’s customer service team to help teams get up to speed with training. A series of robust webinars and user docs are available. 
  • Migration Services: Receive assistance migrating from another marketing automation product. Services include contact list and tag import, form recreation, workflow recreation, and email template recreation. 
  • Powerful Integrations: Integrates with PayPal, Stripe, Shopify, WooCommerce, BigCommerce, Facebook, Google Analytics and more than 250 other apps including payment processors, membership websites and e-commerce stores. 
  • Audience Segmentation: Allows personalized messages by adding tags to segments. Tags can be based on purchase history, geographic location, time since last purchased, personal interests and more. 
  • Geo-Tracking: Automatically capture a contact’s location for geo-targeted email marketing campaigns. 
  • Site Tracking: Pulls data in from other websites to assist in tracking the customer’s activity. 
  • Social Sharing: Gives insights into performance on social platforms and enables greater audience engagement. 
  • Split Testing: Try different email subject lines, body copy and more to increase and optimize campaign conversion rates. Add up to five variations for a single campaign. 
  • SMS Marketing: Automate SMS marketing to send notifications and campaigns such as appointment reminders, flash sale notifications and more. 
  • Conversation Features: Provides: 
    •  Live chat to facilitate capturing leads and creating contacts from the website. Includes customizable auto reply, custom branding, contact creation and triggered automations. 
    •  A unified inbox to connect conversations with customers. 
  • Predictive Sending: Automate emails using machine learning algorithms. It ranks the hours in a day based on a contact’s open time and uses these recommendations to schedule an optimal send time. 
  • Contact and Lead Scoring: Sends notifications when leads are getting hot, with automatically triggered email notifications and task assignments based on lead score changes. Helps follow up with deals that are most likely to close. 
  • Win Probabilities: Calculates the conversion chance for a specific lead, giving foresight into lead behavior. 
Start Price
$895
Monthly
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Why We Picked Marketo

As a part of the Adobe Experience Cloud, Marketo Engage supports both demand and account-based marketing strategies that work in sync with marketing and sales. It offers a range of features that help businesses operations. Notable features that users call out include custom reports, automation tools and lead management. It’s highly customizable and can integrate with a wide range of business systems. Users also appreciate the robust customer service.
Some limitations include an inconvenient mobile app, outdated user interface for campaign dashboards and cumbersome functionality. Overall, businesses looking to automate their sales and marketing efforts will find the system has a lot to offer.

Pros & Cons

  • Lead Management: The ability to route and categorize leads based on requirements is helpful for staying on top of customers inputs, in the view of 60% of users talking about lead management.
  • Customizable: All reviews on this aspect agree that the system is highly customizable and offers email templates that can be created as per requirements.
  • Automation: Marketing and sales automation make it easy to use and eliminate manual entry, according to 83% of users who reviewed this feature.
  • Reporting: Provides custom reports that fit the user requirement and are insightful, say 75% of users referencing reporting.
  • Integrations: Integrations for websites, event platforms, survey platforms, mobile apps and more, along with two-way integration with CRM systems, aid functionality, according to 75% of users mentioning integrations.
  • Customer Support: The training is great and customer support is responsive, according to 66% of reviews on this topic.
  • Not User-Friendly: The functionality is cumbersome and pages take time to load, in the experience of 60% of users who reviewed the usability.
  • Dashboard: Campaign dashboards are outdated and the design needs an upgrade, according to 75% of users specifying this feature.

Key Features

  • Search Engine Optimization: Compares keyword rankings of competitors, provides recommendations for new keywords for higher ranking web pages, and discovers inbound link opportunities based on targeted keywords and competitors’ links. 
  • CRM Integration: Offers native integrations for Salesforce and Microsoft Dynamics 365 applications to provide a bi-directional data sync that auto-updates every five minutes. Also facilitates custom-configured integrations for various CRM platforms such as NetSuite, Oracle, SAP Sales Cloud and SugarCRM. 
  • Lead Scoring: Rank customers by assigning positive and negative scores based on demographics or their likelihood to exhibit certain behaviors, such as making a new purchase, being open to cross-sell offers and more. 
  • Email Marketing: Supports both batch and real-time triggered emails. Helps: 
    • Create personalized campaigns for mobile, web, ads and more using a visual editor and responsive templates.
    • Personalize content based on inferred information from website visitors, such as company, country, zip code and city, helping segment and localize content.
    • Use browsing behavior to identify product interest for target accounts.
  • Mobile Marketing: 
    • Helps connect with customers on the go, track inputs from different marketing channels and respond via mobile apps.
    • Sends push notifications and in-app messages, and incorporates beacon and geo-fencing technology to send location-relevant messages to customers.
    • Visual dashboards measure overall performance by opens, installs and session duration across multiple apps.
  • Social Media Marketing: Facilitates running social polls, sweepstakes and referral campaigns with built-in social share buttons and shareable videos. Integrates social metrics into marketing reports to help measure the impact of social activity on conversions and revenue. 
  • Digital Ad Campaigns: Connects with Facebook, Google, LinkedIn and other advertising platforms, and targets customers with relevant ad campaigns. 
  • Analytics and Reporting: Automatically connect data from different sources into a unified platform. Enables: 
    • Mapping and measuring a customer journey at every stage through shareable, prebuilt dashboards and ad-hoc reporting tools.
    • Designing custom models with the help of AI.
    • Leveraging a suite of attribution models.
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Why We Picked monday.com

monday.com is a cloud-based project management platform that caters to a wide range of industries thanks to its customization, user-friendly interface and templates. It allows users to build boards from templates or from scratch and view projects through multiple views like list, calendar, Ganntt and Kanban. During our test, we enjoyed using the platform's pre-built templates and drag-and-drop feature to set up projects and reorganize tasks.

Its task management features are stellar. We liked how easy it is to custom groups for tasks, assign them to specific team members, and leverage various communication tools like comments, mentions and board discussions. The updates feature means everyone is on the same page and the view option boosts accountability. On the automation front, we successfully used the built-in automation engine, which comes with both pre-made templates and no-code customization options, to build a custom automation for status changes with little to no difficulty.

On the flip side, monday.com may have a slight learning curve for users who aren’t familiar with project management tools. Additionally, some advanced features, such as custom notifications and time tracking, require upgrading to a higher pricing tier, which could become expensive for larger teams.

All in all, we thought monday’s intuitive interface, customization options and no-code automations make it a great option for users without a ton of technical expertise and a flexible budget.

Pros & Cons

  • Task Management: Users appreciated how easy it is to monitor tasks with customized views, an activity feed and task updates.
  • Collaboration: Instant messaging, integrations, board discussions and easy scheduling and planning were a plus for reviewers.
  • User-Friendly: Reviewers said it was simple to set up and use for less tech-savvy users, and liked the attractive, colorful interface with helpful templates.

What Users Like

  • Project Tracking: "The ability to customize columns and task dependencies lets us create a clear, tailored workflow." - Jeffery Zhou, CEO and Founder of Fig Loans
  • Interface: "The timeline and calendar views were particularly useful when we had multiple projects running alongside each other, helping everyone stay aligned without a lot of back-and-forth." - Rob Stevenson, Founder of BackupVault
  • Notifications: “The automation features were especially useful in notifying different people responsible at different steps of the journey while maintaining transparency and accountability with the rest of the team and building a frictionless and trust-based culture.” - Alok Jain, CEO of Reveal
  • Cost: Reviewers noted that advanced features like customized notifications or time tracking required a plan upgrade which could become expensive.
  • Learning Curve: It takes time to get used to the navigation and features according to users.
  • Mobile App: Some users said the mobile app doesn’t have all the features available.

What Users Dislike

  • Complexity: “[monday.com] lacked some flexibility in handling complex, multi-step tasks that needed a lot of customization, which sometimes left us manually tracking those details elsewhere.” - Rob Stevenson, Founder of BackupVault
  • Time-Based Automations: “Creating an automation to notify a user three days after a certain date, for example, was more complex than it needed to be. We had to set up custom date columns to drive these instead of just being able to calculate it as a part of automation.” - Alok Jain, CEO of Reveal

Key Features

  • Custom Dashboard: Build your own custom dashboard using built-in widgets and third-party integrations. Get a bird’s eye view of your boards and teams along with individual team member and board views. Monitor workload, timelines, feed activity and custom charts, like in-progress tasks, from a central location.
  • Multiple Views: Toggle between different views to track your projects using Gantt charts, Kanban boards, calendar views, project reports and custom filters like task owner, status and timeline.
  • Task Management: Create tasks under custom groups like To-Do, In-Progress, On-Hold, and Complete and add personalized fields, assignees, due dates, labels, statuses and priorities. Mention assignees, add comments, files, links and tables directly in the tasks using the Updates tab. Drag and drop tasks and groups to reorganize things.
  • Automations: Streamline workflows with no-code automations using templates or building custom automations from scratch using conditions and actions. Apply automations to specific boards and save your custom automations as a template to use on other boards.
  • Templates: Create boards suited to your project needs by accessing the template center and choosing from a range of templates, including marketing, project management, sales and CRM, design, software development, and HR.
  • Workflow Management: Organize your processes by creating custom workflows. Search for the trigger you’re looking for and add it as a starting block. Build on those blocks by choosing from several options: action, if or else or delay. Select the board where you want the action to happen, add conditions and edit blocks. View active workflows and pause or edit workflows as processes change.
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Why We Picked Thryv

Thryv is a cloud-based platform designed to streamline operations for small businesses using centralized data management, customized workflows and a client portal.

It offers features like a unified database, task management and personalized messaging to consolidate customer data, simplify communication, improve organization and boost client engagement. A key benefit is the 360-degree view of customer activity and communication, eliminating scattered information and paper records.

User reviews highlight the ease of managing and building an online presence, centralized access to client interactions and prompt customer service during onboarding. However, the lack of a dedicated lead pipeline and precise search results were issues for some users. Pricing follows a tiered subscription model, with additional charges for certain features, potentially making it cost-prohibitive for smaller businesses.

Overall, Thryv offers a comprehensive CRM suite solution designed to centralize data and streamline operations, although add-on costs for some features and a six-month lock-in term may not be ideal for solopreneurs and very small businesses.

Pros & Cons

  • Online Presence: Users who mentioned this feature appreciated how easy it was to post and edit website content and manage multiple social media platforms from one place.
  • Centralized Interactions: Access to past client activity, notes and interactions from multiple avenues is a plus for a majority of users.
  • Customer Service: Prompt and helpful customer service from Thryv reps during training and onboarding is another plus for many users.
  • Lead Pipeline: The absence of a lead pipeline makes it difficult for users to track and manage their sales.
  • Search Function: Some users note they get multiple hits for a first or last name instead of an exact match.

Key Features

  • Centralized Database: Consolidate customer information in a single location. Import data from multiple sources to build customer profiles complete with notes and past activity.
  • Client Portal: Improve accessibility and streamline the customer experience with a self-service portal. Empower clients with the following features:
    • Communication: Use the chat feature to respond to inquiries faster and maintain a clear history of all interactions with each client.
    • Appointment Scheduling: Simplify scheduling for both reps and clients with 24/7 appointment booking via the website or portal. Enable clients to find available time slots and book appointments that sync with the business’s calendar.
    • Payments: Accept secure online payments via the portal using integrations with payment processors. Create and send professional invoices electronically.
  • Task Management: Organize workloads and delegate tasks to team members. Set deadlines, track progress and receive notifications when tasks are completed. Prioritize tasks, create custom workflows and set reminders for important tasks to improve efficiency.
  • Search Capabilities: Locate any client information or past interaction with a powerful search function. Find specific details quickly using tags and filters.
  • Personalized Messaging: Segment your customer base and send personalized messages based on past activity or special occasions to deliver more relevant content and offers and bolster engagement.
  • Document Management: Store, share and manage important client documents securely. Upload contracts, invoices and proposals, access the most current version of each file and track changes.
  • Reminders and Alerts: Set custom reminders and receive alerts to keep appointments and tasks on track. Notify clients about upcoming appointments, payment due dates or special promotions.

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emfluence

by emfluence Marketing Platform
emfluence
Emfluence is a marketing automation platform designed to streamline and automate marketing campaigns across various channels. It caters to businesses of all sizes, particularly those seeking to optimize lead generation, nurture leads, and drive sales. Emfluence offers a range of features, including email marketing, lead scoring, social media management, and marketing analytics. These features help businesses automate repetitive tasks, personalize their marketing messages, and gain insights into their campaign performance. Some of the key benefits of using Emfluence include increased marketing efficiency, improved lead conversion rates, and enhanced customer engagement. Additionally, users often find Emfluence's intuitive interface and robust reporting features to be valuable assets. Pricing for Emfluence varies depending on the specific features and functionality required. However, generally, it falls within the mid-range pricing spectrum for marketing automation solutions, with plans available on a monthly or annual subscription basis. In comparison to other marketing automation platforms, Emfluence is often praised for its ease of use and affordability. However, some users have noted that its features may not be as comprehensive as some of the more expensive solutions on the market. Pros Easy to use Affordable Intuitive interface Robust reporting Good customer support Cons Limited features Not ideal for large companies Buggy integrations Limited customization Advanced features require learning
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
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Buyer's Guide

Marketing Calendar Software Is All About Organizing Marketing Activities and Visualizing Progress

Marketing Calendar BG Intro

Why do we have cupboards with a bunch of shelves? Or different compartments in our bags? Obviously, to keep everything organized and neat. But why limit this functionality to just everyday objects? Your marketing processes can also benefit from some much-needed organization and cohesion. Marketing calendar software is one such tool that keeps everything unified, helping you visualize progress.

If your company needs help monitoring marketing processes or collaborating effectively, marketing calendar software might be the right platform for you. In this buyer’s guide, we’ll cover what it is, its benefits and features, and some leading software vendors to help you make an informed choice.

Executive Summary

  • Marketing calendar software helps manage tasks and projects in a unified view, making it easy to access and understand data.
  • Key features include content and project organization, activity tracking, dashboards and reports, real-time updates, and collaboration tools.
  • Be sure to thoroughly assess potential vendors and software before committing to a purchase.
What This Guide Covers:

What Is Marketing Calendar Software?

Marketing calendar software is a tool that helps marketers organize and keep track of tasks, content, campaigns and budgets in a centralized platform. It compiles relevant marketing data in one place and keeps everyone informed about what exactly is going on.

One thing all marketers can agree on is that an unorganized calendar is really messy. It’s similar to when you have 17 different tabs open on your web browser and can’t figure out where the music is coming from. Overwhelming spreadsheets, confusing roadmaps, fragmented marketing campaigns — just thinking about it makes your brain dizzy.

This is where marketing calendar software saves the day. It tackles these inefficiencies and provides visibility into your marketing processes. The platform lets you plan and create a defined marketing strategy. It enables you to break down company silos and foster collaboration and alignment between various marketing departments.

Along with providing easy access to relevant information, it helps filter and sort campaigns and plan content ahead of time. You can estimate budgets for all online and offline campaigns and have a clear idea about your spending. With increased productivity, you can reach your ROI goals faster and better.

It’s an especially valuable tool for large organizations as they have as vast datasets as trees in a forest. It keeps all stakeholders — team lead, editorial manager, content creator, content editor, design and analytics manager — on the same page.

Different types of marketing calendar software are available in the market to meet your needs in the most optimal way possible. Some of them are:

  • Marketing plan calendar
  • Digital marketing calendar
  • Content marketing calendar
  • Blog calendar
  • Social media marketing calendar
  • Email marketing calendar

Primary Benefits

Marketing calendar software offers a wide range of advantages to make marketing processes simpler. Let’s take a look at some of them:

Marketing Calendar Benefits

Make Your Content More Consistent

You may be working hard to execute events and meet deadlines. But arguably, the thing that’s more important than hard work is consistency. You need to be consistent in how you post on social media and communicate with your target audience. With marketing calendar software, you can engage people regularly rather than posting sporadically or once in a blue moon.

The platform is easy to navigate and can help you assess any problematic patterns or content gaps way prior. You can also create more cohesive campaigns throughout your communication channels. And the more your audience engages with valuable marketing materials, the more your business grows.

Organize and Monitor All Marketing Activities

Running a business is no easy feat. It takes extensive planning, lots of meetings and precise organization. Marketing calendar software helps make that process a little easier and lets you stay on top of important dates, appointments and calls.

Your tasks, projects, campaigns, budget, event information and everything else are accessible in a single place. You can have a macro-level calendar for your overall strategy and multiple micro calendars for social media, emails and more. A marketing calendar streamlines all marketing activities, helps you stay organized and provides 360-degree visibility into crucial campaigns.

What’s more, it helps you plan in advance, decide deadlines and schedule recurring activities with ease. It acts as a guide to your marketing plan through the entire campaign duration. You can also create step-by-step checklists, enabling you to track everything necessary.

Improve Team Collaboration

Marketing calendar software is available on desktop and mobile platforms, helping your team receive real-time notifications and access the latest updates. The solution makes distributing and assigning activities a breeze and provides task information at your fingertips.

Another thing the system helps with is promoting accountability and managing expectations. It lets your team members execute marketing campaigns, meet deadlines and keep track of who’s doing what. You can unify your marketing team and ensure all stakeholders are informed about everything that’s going on.

Visualize and Measure Campaign Performance

Marketing calendar software helps plan and keep track of multiple channels, including emails, social media, blogs and events. You can customize workflows according to your team’s unique needs, enabling you to make strategic marketing decisions.

Streamline reporting progress and measure performance against pre-defined metrics. A robust dashboard and reporting tools help you visualize and compare your performance with previous reports.

It also helps you stay on budget, monitor all necessary expenses, and list costs and resource time allocated for each activity. You gain clarity about what’s happening, so you don’t overspend or underspend.

Key Features & Functionality

Content and Project Organization

Get a unified and consolidated view of all your projects, tasks, content and budget. A centralized platform helps keep all stakeholders on the same page and makes it easier to plan cohesive campaigns.

You can easily assess your performance in a single glance and make decisions based on relevant data.

Customizable Platform

Customizability options and built-in templates let you tailor features to suit unique business needs. Be it for an individual, team or company level, you can personalize the platform to make its best use.

Dashboards and Reports

Get in-depth reports of your team’s performance and productivity. You can gain insight into marketing progress and possible bottlenecks in the process. Dashboards display real-time data in a highly engaging and interactive manner, helping your teams visualize information easily.

Activity Tracking

Monitor activities, team performance and marketing processes and save that information for future reference. You can keep track of budgets and content so you post consistently. Activity tracking helps engage audiences regularly, boosting ROI.

Collaboration Tools

Cross-departmental communication is key to reducing errors and streamlining several marketing processes. Your teams can post updates, schedule meetings, host video calls and attach documents. The platform also provides clarity as to who’s working on what and makes task distribution simpler.

Real-Time Updates

Access the solution on desktop as well as mobile platforms and keep up with real-time data at your fingertips. Real-time updates enable you to keep everyone on the same page and lead to more well-thought-out and cohesive campaigns.

Software Comparison Strategy

With so many vendors in the market, deciding which software would be the best for your business can get overwhelming. Jumpstart your search by considering the following aspects before committing to a purchase:

Preferred Features: Look at your current system and analyze where it’s lacking. What are the most common problems you face? Which features can help maximize productivity? Take your time to make a list of requirements.

Budget: You need to be honest about your budget and how much you can afford to spend. Consider all variables like the number of users, hidden costs and maintenance fees before making a purchase.

Deployment: Cloud solutions are cheaper and easier to access than on-site platforms. On-premise software also needs an IT team on board to fix technical issues if they come up. However, it can be cost-effective for large teams with lots of data, while cloud solutions are useful for smaller teams or startups.

Integrations: Take note of apps you use daily. Your ideal solutions should integrate with your preferred apps, enabling you to streamline communication.

Customizations: What customizable features does the software offer? Does it come with any pre-built templates? What about scalability options? Investing in a scalable solution helps keep up with your company’s changing technical needs.

Vendor Support: Does your vendor provide hands-on customer support? Do they have 24/7 live chat? What do their onboarding and training processes look like? How do they ensure data security? How will they help you import existing data into the new software?

User Experience: Marketing software that is intuitive and easy to use is always a plus. They can save valuable time and money that would otherwise go into costly and time-consuming software training.

Cost & Pricing Considerations

Marketing calendar software vendors charge on a monthly, quarterly, half-yearly and annual basis. Some vendors provide less advanced software versions free of cost, and others offer free trials or demos to test the product. Few software providers give a one-time flat fee subscription; however, they’re becoming increasingly rare.

The price varies depending on factors such as features, integrations, customization, accessibility, scalability and more. The cost starts from $5-$10 and can go up to hundreds of dollars for advanced and cutting-edge solutions.

Make sure to watch out for hidden costs like training, implementation or onboarding fees before making a purchase.

The Most Popular Marketing Calendar Software

There’s no one-size-fits-all platform when it comes to marketing calendar software. However, we’ve compiled a list of the most popular solutions recommended by marketing professionals that can be valuable additions to your company.

Notion

Notion is a productivity tool that helps manage tasks, track projects and create to-do lists. Available on Mac, iOS, Windows and Android, it lets you collaborate with team members in real time. Its AI capabilities enable you to automate tasks and create briefs from a single line of text.

Notion

Efficiently manage project planning and performance in Notion. Source

Trello

Trello is a cloud-based visual collaboration solution that makes it easy to plan tasks and projects using Kanban boards. You can define projects, requirements and workflows to ensure you complete them in a planned and sequential manner. It also helps administrators delegate tasks, set deadlines and define workflows while supporting a range of project types.

Trello

Organize tasks using Trello’s calendar tools.

Airtable

Airtable is a user-friendly, cloud-based tool that’s highly customizable and collaborative. It provides robust project management capabilities, templates and integrations. Its mobile apps for iOS and Android systems help users work on the go and update accurate information in real time. Key features include automation, data syncing, reporting, views and an interface designer.

Airtable

Airtable helps with deal management. Source

 

 

Questions To Ask

Ask yourself the following questions to determine your software requirements:

  • Where does our current marketing calendar tool fall short?
  • How does our team collaborate?
  • What task management and calendar capabilities are we looking for?
  • How many people will use the solution?
  • What integrations do we need?

Marketing Calendar Key Questions

Here are some questions that can give insight into potential platforms and vendors:

  • What’s the onboarding and implementation process like?
  • How does the support team handle technical requests?
  • How does the vendor ensure data privacy?
  • How scalable is the software?
  • What industry-specific features does the platform offer, and how much do they cost?

Next Steps

Marketing calendar software provides robust capabilities like content organization, activity tracking, real-time updates, dashboards and reports, and collaboration tools. It lets you visualize marketing progress, simplify processes and improve task consistency, helping you keep up with even the biggest competitors and industry giants.

Still unsure and overwhelmed with your software search? We’ve made a free comparison report that can make your life easier. Check it out to gain insight into top marketing calendar software leaders and find the right fit for your needs.

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
An Associate Editor at SelectHub, Christina George creates and edits articles spanning project management, CPQ, CRM, marketing automation and home health software. As a Bachelor of Arts graduate with a triple major in Economics, Political Science and Sociology, her aim is to bring an integrated and simplified approach to long-form technical content. Formerly a food writer, copywriter, and social media sleuth, she has a soft spot for a quality pun. When not crafting articles and editing buyer's guides, you can find her attempting to score goals on the football field, binge-watching Curb Your Enthusiasm, or re-reading Pride and Prejudice for the nth time.
Technical Content Writer
Divya Dugar is a Marketing Analyst at SelectHub. At SelectHub, she writes for three software categories: Marketing Automation, EHR and Construction. She also designs and executes email marketing nurtures and campaigns. An avid reader, she graduated as an English major from Presidency College, Calcutta. She enjoys painting, creative writing and boxing. She geeks out on Robert Greene, Tom Bilyeu and Joe Rogan.
Edited By Joe Evans
Content Editor
Joe Evans is an Editor and Senior Market Analyst at SelectHub. A seasoned professional wordsmith, he has a bachelor's degree in journalism and electronic media and a decade of professional expertise in crafting top-tier digital content for niche online brands. He leads his small yet formidable team in producing helpful, compelling content in vital categories like HR, payroll, talent management, performance management, marketing automation home health, MES. When not editing and writing, he enjoys sports, quality time with family and dogs, and remains constantly in pursuit of something new and interesting to read or listen to.