Campaigns & automation
How this is scored
Building the mail and the journey around it: editor, templates, segmentation, triggered sequences, A/B testing.
0 — One-off broadcasts from a fixed template; no segmentation and no automation of any kind.
3 — A drag-and-drop editor and simple list segmentation, but automation is a single welcome mail and there is no testing.
5 — Reusable templates, attribute and behaviour segmentation, multi-step automations on common triggers, and subject-line A/B testing.
8 — A visual journey builder with branching on behaviour and data, dynamic content per segment, send-time optimisation, and testing that reports significance rather than raw counts.
10 — Journeys treat the whole lifecycle: event-driven entry from other systems, branching on any attribute or event, holdout groups for measurement, and automations a marketer can read months later without a diagram.
The CRM Manager
This is a real journey engine: split and conditional paths on preferences, actions and engagement history, dynamic content blocks per segment, predictive send-time, and split testing of up to five elements, with A/B testing covering both email and automation on the higher plans. What I cannot find is the part I actually read reports for — nothing captured shows testing that reports significance, holdout groups, or journey measurement against a control — so I stop short of the top band. The Starter plan's five-actions-per-automation cap is worth knowing before anyone buys on price. 2 4 5 6