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  • Writer's pictureSsemujju Lewis E

The Best Marketing Software For Fintech

Players in the financial sector continue to seek better experiences. Surveys indicate that customer experience is now the primary determinant of success for any brand. This calls for the employment of automation like marketing automation CRM. The CRM enables Fintech companies to collect data to facilitate smooth customer relations management.


Marketing automation software simplifies and shortens the marketing process seamlessly. As a result, conversions happen a lot quicker. You can optimize your marketing automation efforts to drive targeted visitors to your website. This allows them to readily discover, consider, and even purchase without leaving their homes. The strategy helps you effectively engage with all your customers and steer them successfully through your sales funnel.


Marketers and sales personnel commonly use marketing automation to control a company’s online marketing activities. For example, campaigns help reduce the chances of human errors and are an excellent labor-saving technique that maximizes efficiency and effectiveness, thus delivering maximum revenue for the company-the overall goal. If you need to measure your return rate on investment, you have Marketing automation at your disposal; it's timely, cost-saving, and grows the organization/business as fast as possible because promotions are provided for, aiding lead generation and scores. Of course, a good company goes along with good marketing automation.


The Best Marketing Software For Fintech

1. MonkeyPesa

MonkeyPesa is an all-in-one marketing software for fast-growing companies. It provides all the marketing tools your business needs under one roof. CRM aids businesses in getting prospects, and insights, converting more leads to become customers and managing customers across several channels. At the same time, they go through the selling process. It includes tools like Email marketing, SMS marketing, Joint inbox, Social media scheduling, Webinar software and more that your business needs in day-to-day marketing.



The Best Sales And Marketing Software In Africa


MonkeyPesa possesses an email marketing service in fintech that helps you build an email list. You can use your email marketing service to manage your email list in one place. It will also allow you to create email campaigns and send them to your email list at once. Furthermore, the software will enable you to create a lead magnet incentive. You can create several lead magnets like free books, courses, and trials. This helps to draw more people to join your email listing. Thus, email marketing allows for meaningful conversations with people interested in your business.



The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows tracking time, generating invoices, Pro-forma invoices, and quotes, and getting much more money faster. And the real estate system helps companies acquire property, landlord management, tenant and the necessary automation.


MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resources and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step toward maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and even reduce business expenses.


A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information; schedule calls for them at any point take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead or prospect from one stage of your sales funnel to the next.


The MonkeyPesa CRM allows you to add contacts manually or upload files. Because the goal is to have streamlined Communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.


2. Bitrix24


Bixtrix24 is a self-hosted web-based email marketing software your business needs to rock the sky. Bitrix24 is a service software that can manage many services and applications in a single centralized system that allows flexibility for your business. Bitrix24 email marketing software automates business processes and activities for SMEs and big enterprises. This simplifies the management and administration of small, medium and large companies.



Bitrix24 is an email marketing software that can manage many services and applications in a single centralized system. This provides flexibility for your business to work in. In addition, Bitrix24 is a mobile software that allows you to have your virtual office at home. The software will enable you to easily collaborate and communicate with your company employees at home or the office.


To harness efficiency in Communication, Bitrix24 allows HD video calls and conferences, private chats and groups. Additionally, the software has an inbuilt online time clock that will enable you to start, pause and finish your working day on time.


The cloud-based email marketing software offers complimentary sales, promotion, and customer management tools. In addition, Bitrix24 performs better with lead management, sales performance and tracking and pipeline management.



The email marketing software offers invoices, telemarketing, sales automation, free documentary management, inbound and outbound calls, automated email marketing, and reservation of communication history.


Features of Bixtrix24 include;

  • instant messages

  • calendar sharing

  • CRM

  • daily planner

  • company structure

  • bulk email

  • sales funnel

  • user profiles

  • time management

  • tasks

  • workflow

  • task reporting

  • email notifications, and more.


Bixtrix24 pricing; For the first 12 users, Bitrix24 offers a free version; however, it also has packages that you can purchase, such as; start+ is $19 a month; CRM+ is $55 a month, project+ is $55 a month while a business plan has two unique packages that are standard which go for $79 a month, and professional which goes for $159 a month.


3. Mailchimp


Mailchimp is an all-in-one customer service platform that combines sales, marketing and customer service activities under one central location. Mailchimp customer service software promotes the growth of small and upcoming business enterprises through adverts and intelligent marketing campaigns.



Mailchimp has easy tools and strengthens customer relationships with the business through full-time messaging. Mailchimp is customer-centric software. Thus, most of the attention is directed towards customers. The most valuable asset for any business is the customers. Therefore, they have to be given firsthand consideration.


Mailchimp customer service software allows users and subscribers to sell online, send marketing emails and automated messages, construct ad campaigns, send postcards, aid reporting and analytics, and create landing pages. Mailchimp prices range from $9.99 monthly, but a free trial version is available.


Features of Mailchimps include;

  • Customizable Templates,

  • Drag & Drop, form Builders,

  • Real-Time editing,

  • Responsiveness and analytics

  • Tracking and reporting

  • Contact management

  • Social media monitoring

  • Live chat

  • Automation

  • Landing pages and email design tools

Mailchimp has many features, categorized according to functions performed, such as; email tracking, marketing automation, retargeting, small business CRM, social media management and social media marketing.


4. Fresh Desk


FreshDesk is suitable for businesses of all types and sizes. Its simple UI and specific features make it a popular choice with startups. In addition, the platform enables you to provide customer service across all social media with built-in AI and self-service capabilities.


Freshdesk converts requests via email, web, phone, chat, and social into tickets and unifies ticket resolution across channels. Additionally, Freshdesk lets you automate workflows, provide self-service, manage SLAs, and measure metrics so that you can stay on top of all things customer support. Finally, Freshdesk offers out-of-the-box features like an AI-powered support chatbot, predictive support capabilities, and field service management.



It's simple and easy to use. That’s why it’s trusted by 150,000+ businesses, including American Express, HP, Hugo Boss, Toshiba, Cisco, Honda, The Atlantic, QuizUp, and Panasonic.


5. Freshsales


This software is run by Freshworks and is best meant for small, medium and large enterprise businesses. Freshsales has inbuilt tools you need to manage your business, for instance, in-built phone and email, dashboards, customizable visual reports, visual deal pipelines, intelligent workflow automation, and artificial intelligence based on lead scoring. Some of the features of Freshsales include; sales sequences, integrations, territory management, deal management and many others.


Freshsales puts all your prospects/leads’ information in one central place to accelerate performance and sales by following up on conversations, demographic information attachments, tasks, and appointments. In addition, Freshworks employs AI automation to boost teamwork, enable Communication, chat with leads, know your customers’ behavior and close deals.


Freshsales integrates with; Pure360, LeadsBridge, MSB, Docs, 3CX, Microsoft dynamics 365, Hubspot CRM, Mailchimp, Freshdesk and many more.



Their billing rates are; growth is $15 per user per month, pro goes for $39 for each user per month, while enterprise goes for $69 for each user per month, but there is also a free version for trial.


It would be best to boost your email marketing campaigns to improve your revenue through marketing and sales. In addition, email marketing promotes customer service, which improves retention. This comes along with continuous support.


Freshsales, email marketing software, improves a company's revenue through context-driven sales. The email marketing software has inbuilt tools, for instance, phone and email, dashboards, customizable visual reports, visual deal pipelines, intelligent workflow automation, and artificial intelligence based on lead scoring. The tools help you manage customer relationships better. In addition, email marketing software allows customization of client engagements which eases the sales cycle and promotes the growth of the business.


Freshsales include; sales sequences, integrations, territory management, deal management, bulk emails, formula fields, mobile app, email integration, sales analytics, sales sequences, workflow automation, sales activity management, multiple sales pipeline, web forms and more.



The software gives you a complete view of customers' interactions to deliver a personalized experience. This lets you close deals faster with a 360-degree view of your customers. In addition, the software promotes efficiency by aligning the sales process since most time-consuming activities are automated and more time is spent on selling.


Freshsales, email marketing software, reduces business costs due to automation, boosts adoption, is more straightforward to use, is easy to implement, and boosts employee morale to deliver.


Freshsales gathers all the essential customer information and details under a single depository to make it accessible. In addition, Freshsales email marketing software uses AI automation to boost teamwork, enable Communication, chat with leads, understand customers’ behavior and close deals.


6. Pipedrive


The most friendly and easy-to-use sales software planned to go well with small and medium businesses. It is designed with the most trusted features to aid you in administering your business and envisage the sales pipeline and the sales activities to prioritize. Chatbots and webforms are some of the features of Pipedrive to help you monitor and manage leads. Considering the characteristics of Pipedrive, here are some of them;

  • Monitoring Communication through calls and emails

  • Scheduling meetings

  • Saving time

  • Activity reminders like open API and webhooks

  • Security reports and insights.

  • Pipedrive easily integrates with other tools, for example, Salesforce, HubSpot, and Zoho.


Additionally, Pipedrive tracks and organizes sales activities hence efficiency and effectiveness.



Pipedrive offers a free trial. An essential package goes for $15 per month; an advanced package for $29 monthly; a professional package for $59 monthly; an enterprise package for $99 per month.


Why should you use Pipedrive?
  • It puts all your contacts, emails, calls, and deals in a central place, making it easy to access

  • It helps teams work efficiently since it speaks to business needs

  • Gives access to customer reporting tools. There are more advantages to using Pipedrive sales software; you need to try it.

  • Promotes efficiency via the visual representation of the entire deal process

Pipedrive features include;


  • Monitoring Communication through calls and emails

  • Scheduling meetings

  • Saving time

  • Activity reminders like open API and webhooks

  • Security reports and insights.

Pipedrive easily integrates with other tools, for example, salesforce, HubSpot and Zoho.


Additionally, Pipedrive tracks and organizes sales activities hence efficiency and effectiveness.


Pipedrive pricing: the software has a free trial. There is a monthly or annual subscription provision depending on what you want for your business. An essential package goes for $15 per month, the advanced package for $29 monthly, the professional package for $59 monthly, and an enterprise package for $99 per month.


Why should fintech consider Pipedrive?

  • It puts all your contacts, emails, calls, and deals in a central place, making it easy to access

  • It helps your teams work efficiently since it speaks to business needs

  • Gives access to customer reporting tools. There are more advantages to using Pipedrive email marketing software; you need to try it.

  • Promotes efficiency via the visual representation of the entire deal process


7. SendPulse


SendPulse is multi-channel marketing software with popular email marketing features. The software has professionally designed and customized email templates. The templates are created using a drag-and-drop editor.


The software allows the automatic sending of customized emails to each client. The software has a feature that helps you identify valuable subscribers. Additionally, the software helps to analyze open and click rates for each client's read and unread emails.


SendPulse allows you to set replaceable text fields that can personalize emails by name, gender, age, date of birth and the job one does.



SendPulse features include;

  • CRM

  • chatbots

  • segmentation

  • turning prospects into paying customers

  • subscription forms

  • landing pages

  • web push notifications

  • SMS

  • Emails

  • drag and drop editor

  • email templates

  • landing page builder

  • email campaign reports and analytics

  • A/B testing and more.

SendPulse pricing details; Standard goes for 6.40 per month; Pro goes for $7.68 per month, while Enterprise goes for $10.75 per month.

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