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Optify Lets Agencies Provide Small Business with Marketing Automation, Distributed Marketing, and Sales Enablement

Customer Experience Matrix

Optify was founded in 2008 and launched its original product, a search engine optimization (SEO) tool, about a year later. Moving towards the middle of the funnel, Optify offers reasonably powerful email and landing page builders, based on templates or HTML. CRM integration is currently limited to sending data to Salesforce.com.

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New Marketing Automation Options for Small Business in the VEST Report

Customer Experience Matrix

While GreenRope is new to the VEST report, the company itself was founded in 2008. It creates email templates with personalization and embedded links but no dynamic content. All plans include unlimited users and unlimited emails, which isn’t always the case with small business systems. Most clients have fewer than ten employees.