Marketing Automation

CleverReach (Automation)

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: 2 of 4 dimensions proven

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by CleverReach GmbH & Co. KG · www.cleverreach.com

An AI-assisted analysis of public evidence — not a hands-on test.

Every score, rationale and verdict on this page is AI-generated. Every claim cites the source it was read from. Nothing here is a human star review — and no score can be bought. How scores are made →

Method and versions

The Demand Gen Lead v1.0 · The Sales Ops Manager v1.0 · The Data Protection Officer v1.0 · The Lifecycle Marketer v1.0 · The Solution Architect v1.0 · The Skeptic v1.0 · rubric v1 · evaluated 16 Sep 2026

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Read this page as one judge. Each weighs the same scores by what they care about.

The Solution Architect

Weighted verdict

Has implemented three of these and knows where they fail: identity resolution, custom objects, and the API limit nobody mentioned. Wants a data model extensible without vendor services and a documented path from anonymous visitor to known contact.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Solution Architect

Journeys & orchestration

How this is scored

Multi-step automation: triggers, branching, waits, and — the part that decides whether it survives contact with reality — what happens when journeys collide.

0 — Autoresponders on a single trigger; no branching, no waits, no conditions.

3 — Linear sequences with simple conditions, one entry trigger per journey, and no visibility into where a contact currently sits.

5 — A visual builder with branching on attributes and behaviour, waits and goals, entry and exit conditions, and per-contact journey state visible.

8 — Event-driven entry from external systems, frequency capping and suppression across journeys, priority when a contact qualifies for several, versioning of a live journey, and testing against real records.

10 — Orchestration is coherent across the whole programme: one decision layer deciding what a person receives next regardless of which journey wants to send it, holdout groups for measurement, and a journey a colleague can read months later without a diagram.

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The Solution Architect

"Unbegrenzte E-Mail-Automationen" in the Pro tier is the entire orchestration evidence — no branching, waits, entry/exit conditions, per-contact state visibility, or collision handling anywhere in the registry. A named automation capability with no evidence of even simple conditions lands between rubric level 0 and rubric level 3; I've maintained autoresponders like this and they are not orchestration. 1

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Lead scoring, routing & lifecycle

How this is scored

Scoring, qualification and handover to sales — including whether the customer can explain to a lead why the system decided what it decided.

0 — No scoring or lifecycle model; every contact is treated alike.

3 — A single additive score with fixed rules, no decay, no lifecycle stages and no routing.

5 — Configurable scoring on attributes and behaviour with decay, lifecycle stages, and routing to owners or teams with notification.

8 — Multiple scoring models per product or region, negative scoring, account-level scoring alongside contact-level, SLA on follow-up, and score history visible per contact.

10 — Scoring is explainable and accountable: the contribution of each signal visible per record, model changes versioned with their effect on the funnel, routing rules auditable, and predictive scoring — where offered — documented well enough for a DPO to assess it as automated decision-making.

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The Solution Architect

The tier feature lists enumerate forms, heatmaps, A/B tests, spam tests and image tools — no scoring, decay, lifecycle stage, routing or sales handover appears anywhere. The registry is silent on the entire criterion, and the anchors say silence here is a zero. 1

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Channels & personalisation

How this is scored

What the platform can actually send and personalise: email, SMS, push, on-site content, ads audiences — judged on what shares one profile and one suppression list.

0 — Email only.

3 — Email plus one further channel, managed separately with its own list and no shared suppression.

5 — Email, SMS or push and web forms driven from one contact profile, with dynamic content blocks and shared unsubscribe handling.

8 — The above plus on-site personalisation, ad-audience sync to the major networks, cross-channel frequency capping, and content personalised on behaviour rather than only on stored fields.

10 — Channel is a delivery detail: one profile and one consent state across every channel, next-best-channel selection, and personalisation that draws on the full behavioural record without the marketer assembling it by hand.

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The Solution Architect

Every send-related feature evidenced is email: newsletter, A/B testing, click heatmap, design and spam tests. "Unbegrenzte Formulare" is capture, not a delivery channel, and no SMS, push, on-site personalisation or ad-audience sync is evidenced — just above email-only. 1

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Consent, tracking & profiling

How this is scored

The platform builds behavioural profiles of named people. Consent capture and proof, tracking that can be limited, retention, and whether automated decisions about individuals are documented and contestable.

0 — Tracking always on and undocumented, single opt-in, no consent record, no retention rule, no way to exclude a person from profiling.

3 — Double opt-in available with a timestamp, cookie tracking that cannot be disabled per contact, and retention described as the customer's problem.

5 — Double opt-in as documented default with a stored consent record including source, per-channel consent states, tracking switchable per contact, and stated retention for inactive records.

8 — Consent reproducible as evidence with the wording versioned, profiling suppressible per person, retention executed per data category, documented handling of access and erasure requests including derived scores, and a cookieless or first-party tracking mode.

10 — Built for the accountability principle: a per-contact history of what was tracked, scored and decided, automated decision-making documented well enough to support an Art. 22 assessment, profiling off by default for anyone who has not consented to it, and deletion that removes derived scores as well as raw events.

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The Solution Architect

The privacy policy states executed retention per category (3 months after newsletter opt-out, 7-day anonymised logs, 10-day deletion on revocation) — but that governs CleverReach's own website and newsletter, not the product's consent tooling. No consent record with source, per-channel consent states, per-contact tracking switch or profiling suppression is evidenced, which leaves it short of rubric level 3 despite the retention facts. 2

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CRM integration & data model

How this is scored

The join that decides the implementation: how the platform and the CRM stay in agreement about who a person is, and what happens when they disagree.

0 — CSV import and export; no CRM integration and no identity resolution.

3 — One-way sync into a named CRM on a schedule, with duplicates resolved by hand and no conflict rules.

5 — Bidirectional sync with at least one major CRM, field mapping, deduplication rules, and a sync error log somebody can act on.

8 — Configurable conflict resolution per field, account and contact objects both modelled, custom objects supported, near-real-time sync with retry, and a documented API with rate limits.

10 — One record, two systems, no ambiguity: identity resolution across anonymous and known states, field-level ownership defined per system, replay of failed syncs, and a data model the customer can extend without vendor services.

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The Solution Architect

Not one fact about CRM sync, field mapping, deduplication, conflict rules, a documented API or rate limits — the registry holds only a pricing page and a privacy policy. For me the CRM join and the anonymous-to-known path decide the implementation, and this sheet cannot even evidence a CSV bridge; rubric level 0. 1 2

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European sovereignty

How this is scored

Where behavioural profiles of named EU residents are processed, who the contracting entity is, and which subprocessors see them. Independently sourced by the sovereignty pipeline; scored here as this buyer weighs it — which given the profiling is heavily.

0 — Non-EU vendor and contracting entity, hosting unstated or non-EU, subprocessors unnamed, behavioural data leaving the EU with no stated basis.

3 — EU data residency for storage while tracking, sending or support access remain non-EU, or the contracting entity sits outside the EU.

5 — EU hosting as standard and an EU contracting entity, but parts of the chain — tracking scripts, AI scoring, analytics — are non-EU without an explained safeguard.

8 — EU hosting on named infrastructure, EU contracting entity, complete subprocessor list published, and any non-EU processing named with its legal basis.

10 — Sovereign end to end and evidenced: every profile, event and derived score processed in the EU by European subprocessors, certification published, and no transfer requiring a Schrems II argument to survive.

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The Solution Architect

The controller is a German GmbH & Co. KG, but data residency and ownership are unknown, and the vendor itself warns that subcontractors may process outside the EU on an Art. 49 consent basis, with authorities able to access data without notification or redress. Named US subprocessors (Zendesk, Taboola, Google retargeting) plus an unexplained transfer mechanism means an EU letterhead over an unargued Schrems II exposure. 2

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Pricing transparency

How this is scored

Whether a buyer can compute the real annual invoice for their contact base and send volume — including the tier where automation actually begins, overage, and mandatory onboarding — from public pages alone.

0 — No public prices at all; every tier is a sales conversation, and onboarding fees are never mentioned.

3 — A contact-tier headline exists, but the tier where journeys, scoring or CRM sync begin is unstated, as is any mandatory implementation fee.

5 — Contact-tier prices public with billing period and send limits stated, but at least one commonly needed capability sits in an unpriced enterprise tier.

8 — Every tier priced publicly with contact and volume limits, feature boundaries, overage rates, onboarding costs, minimum term and VAT treatment stated.

10 — Complete price computability: annual invoice derivable for a given contact count, send volume and feature set, including overage, additional users and any implementation fee stated outright.

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The Solution Architect

The pricing page gives clear feature boundaries per tier — automation unambiguously starts at Pro — plus priced onboarding (€29 per 45-minute appointment), VAT treatment stated, and per-unit test prices, which clears rubric level 3's gaps. But the registry never captures the actual tier prices, send limits, overage rates or minimum term, so the annual invoice for a given contact base is not computable from the evidence — short of rubric level 5. 1

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European sovereignty — proven facts

2 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

Legal entity	Incorporated in DE	3/3 pts	3 Report an error
Ownership	Not determined	—	uncited Report an error
Data residency	EU only ⚠ unverified	3/3 pts	7 Report an error
Subprocessors	Not determined ⚠ unverified	—	uncited Report an error

Where this could be wrong

Evidence ages. The oldest capture behind this page is from 16 Sep 2026. Vendors change pricing and policies without notice; every fact reflects its source as of the capture date shown in the registry.
Weak sourcing — Data residency. EU hosting is promised in marketing copy on a product-benefits page, and the privacy policy itself concedes that processing outside the EU/EWR can occur through subcontractors.
Weak sourcing — Subprocessors. Not confirmed on the vendor’s own pages as captured.
AI can misread a source. Extraction and judgement are automated; a citation guarantees traceability, not infallibility. If something here is wrong, say so — no account needed, every report is decided within 5 business days, and accepted corrections are published.

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

7 subprocessors facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
6 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
6 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material. Know more? Tell us
1 compliance fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 support fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material. Know more? Tell us
1 sovereignty dimension could not be confirmed on the vendor’s own pages and is shown as unknown. Know more? Tell us
6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement. Know more? Tell us

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Sources (10)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

1 Pricing www.cleverreach.com Checked 16 Sep 2026 Details →
2 Privacy policy www.cleverreach.com Checked 16 Sep 2026 Details →
3 Legal notice www.cleverreach.com Checked 21 Sep 2026 Details →
4 Journeys & orchestration — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
5 Journeys & orchestration — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
6 Channels & personalisation — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
7 Consent, tracking & profiling — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
8 Consent, tracking & profiling — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
9 CRM integration & data model — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →
10 CRM integration & data model — found from sitemap www.cleverreach.com Checked 1 Oct 2026 Details →