“I'd add Gainsight if you're operating at enterprise scale and need sophisticated journey orchestration.”
“Gainsight — Best for enterprise-grade customer journey orchestration”
“Gainsight has a mature solution called Journey Orchestrator.”
“The downside: Journey Orchestrator is a paid add-on. Implementation and administration can also be more involved than with some newer platforms.”
“potentially excessive if you simply want straightforward email sequences”
“My recommendation would be to start with Planhat and ChurnZero.”
“ChurnZero stands out for triggering communications directly from customer success data and personalising them using live account context.”
“ChurnZero — Best for automated, data-driven customer engagement”
“ChurnZero introduced AI Email Play Steps in 2026.”
“My recommendation would be to start with Planhat and ChurnZero.”
“Planhat — Best for sophisticated sequences and workflow flexibility”
“Excellent workflow flexibility and trackable email sequences”
“Planhat stands out for building sophisticated, flexible sequences with conditional steps and measurable outcomes.”
“Vitally is particularly attractive if ease of use is a major consideration.”
“Vitally — Best for simplicity and ease of use”
“Attractive combination of usability and automation”
“A very good option for teams prioritising usability and native customer success automation.”
“Totango — Best for lifecycle campaigns”
“Totango — Best for lifecycle campaigns”
“An interesting feature is the ability to build further automation based on whether customers engage with a campaign or not.”
“although I'd investigate the flexibility of its sequence builder before choosing it over ChurnZero or Planhat”
“You shouldn't need HubSpot, Marketo or another marketing automation platform just to run onboarding, adoption, renewal and customer engagement sequences.”
“You shouldn't need HubSpot, Marketo or another marketing automation platform just to run onboarding, adoption, renewal and customer engagement sequences.”
“several can now replace a significant portion of what teams traditionally use marketing automation tools like HubSpot, Marketo or Pardot for.”