9 Best SaaS Marketing Tools To Automate & Scale in 2024

Helping clients choose the best SaaS marketing tools can feel like trying to find a needle in a haystack. I remember working with one client, a SaaS company founder, who had been using a bunch of flashy digital marketing tools that were more hype than help.

We switched things up, found a solution that streamlined their email marketing and analytics, and it completely changed their overall digital marketing strategy for good. Trust me, it’s all about picking tools that actually fit the business, not just the trendiest option.

I’ve learned a lot about diverse SaaS tools through my career experience thus far and in this post, I will be sharing the best of them to scale your SaaS company.

Best SaaS Marketing Tools at a Glance

1. Loom: Best for video meetings.

2. Intercom: Best for managing customer queries.

3. Zapier: Best for workflow automation.

4. Calendly: Best for scheduling meetings.

5. PandaDoc: Best for managing digital documents.

6. BuzzSumo: Best for content research & discovery.

7. Slack: Best for team collaboration.

8. Zoho Books: Best for managing business finance.

9. Typeform: Best for building online forms.

Why SaaS Marketing Tools Are Essential for Your Business

SaaS marketing tools offer the speed, automation, and insights you need to keep up and thrive. Without them, you’re risking inefficiency and missed opportunities to grow.

So you are still NOT CLEAR on why you need SaaS marketing tools?

• Don’t get left behind – While your competitors automate their marketing and scale faster, relying on outdated manual processes could be holding you back from real growth.

• Maximize your time – Without SaaS tools, you’re probably spending hours on tasks that could be automated, leaving you less time to focus on strategy and creative innovation.

• Stay data-driven – Businesses that use SaaS marketing tools have access to real-time insights, so you won’t miss crucial opportunities to adjust and optimize your campaigns on the fly.

• Seamless team collaboration – If your marketing team isn’t using a centralized SaaS tool, you risk miscommunication and missed deadlines that could derail your projects.

• Scalability at your fingertips – Imagine your business growing overnight, but without the flexibility of SaaS tools, scaling up could be a logistical nightmare that slows your momentum.

• Cost-efficiency – A lot of businesses, especially startups, think they can’t afford fancy tools, but SaaS solutions usually come with flexible pricing. Many of these tools offer different tiers, so you can start small and upgrade as your business grows. Plus, you don’t need to worry about maintenance or updates—everything happens automatically in the background. It’s like having a full-time IT team without paying for one.

Top 10 Best SaaS Marketing Tools for 2024

1. Loom

Loom is a game-changing tool for recording quick video messages, and trust me, once you start using it, you’ll wonder how you ever managed without it.

I’ve found that it’s perfect for explaining complicated tasks that would take forever to write out in an email. Instead, just hit record, walk your team through the steps while showing your screen, and send the link—done in minutes.

One tip I’ve learned is to use Loom for project updates. Recording a quick summary is often clearer and faster than typing everything out. Plus, the fact that you can see someone’s face makes communication way more personal, especially in remote teams.

Loom Key Benefits

• Easy screen recording: Capture your screen and webcam simultaneously for clear, engaging video communication.

• Quick sharing: Instantly share a video link with your team or clients without needing large file uploads.

• Annotations: Add drawings and mouse emphasis during your recording to highlight key points.

• Real-time feedback: Viewers can react with emojis and leave comments right on the video, making communication more interactive.

• Cloud storage: All your videos are automatically saved to the cloud, so you don’t have to worry about local storage or file organization.

• Browser extensions and desktop app: Whether you’re working in Chrome or on your desktop, Loom integrates seamlessly to fit into your workflow.

Loom Pricing

Loom offers several pricing tiers to meet various video recording and collaboration needs:

• Free Plan: $0 per month, includes 25 videos, up to 5 minutes each, and basic recording features.

• Business Plan: Priced at $12.50 per user/month, includes unlimited videos, video trimming, and engagement insights.

• Enterprise Plan: Custom pricing for larger teams, offering advanced security, admin features, and custom integrations.

Loom Pros & Cons

2. Intercom

Intercom is a customer communication platform that lets businesses engage with their users through real-time chat, email, and automation. I started using it with a SaaS client who struggled to manage customer queries across different channels, Intercom turned that around.

The beauty of Intercom is how it merges customer support with marketing and sales, all in one platform. You can chat with customers on your website, automate follow-up emails, and even track user behavior—all in real-time.

One thing I’ve learned is to use Intercom’s automation smartly. Set up simple rules to answer common questions, and your support team will thank you later!

Intercom Key Benefits

• Real-time chat: Engage with customers directly on your website or app, resolving issues in real-time.

• Marketing Automation: Automate common customer service responses and follow-up emails, saving time for your team.

• User tracking: Monitor user behavior to trigger personalized messages based on their actions.

• Multi-channel support: Communicate with customers via live chat, email, and in-app messaging, all from one platform.

• CRM integration: Integrates seamlessly with your CRM, allowing you to manage customer data and history in one place.

• Team collaboration: Customer service teams can collaborate within the tool, assigning chats or messages to the right teammate.

Intercom Pricing

Intercom offers three pricing tiers designed to suit different customer support needs:

• Essential Plan: Priced at $29 per seat/month, this plan is ideal for startups and small businesses. It includes shared inboxes, AI-powered tools, and basic automation.

• Advanced Plan: At $85 per seat/month, this tier adds features like multiple team inboxes, advanced automation workflows, and a multilingual help center.

• Expert Plan: Costs $132 per seat/month and includes enhanced security features, workload management, and advanced reporting for large teams.

Intercom Pros & Cons

3. Zapier

Zapier is one of those behind-the-scenes tools that does all the heavy lifting without much fanfare. It’s an automation platform that connects different apps and services, allowing them to “talk” to each other and perform tasks automatically.

I first stumbled upon Zapier when I realized I was wasting so much time on repetitive tasks—manually updating spreadsheets, and copying info between apps, it was ridiculous. With Zapier, I set up “Zaps” (automated workflows), and suddenly things started running on autopilot. It’s like having an extra assistant, but digital and honestly, way more reliable!

Zapier Key Benefits

• App integration: Zapier integrates with over 3,000 apps, so whether you’re using Google Sheets, Slack, Mailchimp, or Trello, you can automate almost anything.

• No-code automation: You don’t need to be a tech expert to create workflows. Just pick your trigger and action, and you’re good to go!

• Multi-step Zaps: Build complex workflows by chaining multiple actions together. For example, when you get a new lead, Zapier can update your CRM, send a welcome email, and notify your team—all automatically.

• Time-saving templates: Zapier has tons of pre-made templates that help you get started quickly with common workflows.

• Conditional logic: Advanced users can add “if/then” conditions, ensuring that automation only runs when specific criteria are met.

Zapier Pricing

Zapier offers a variety of pricing plans based on your automation needs:

• Free Plan: $0 per month, includes 100 tasks per month and 5 Zaps.

• Starter Plan: $19.99 per month (billed annually), includes 750 tasks and unlimited Zaps.

• Professional Plan: $49 per month (billed annually), offers 2,000 tasks and advanced features like custom logic.

• Team Plan: $69 per user/month (billed annually), provides 50,000 tasks, unlimited users, and shared app connections.

• Company Plan: Custom pricing, ideal for enterprise teams with advanced admin controls and analytics.

Zapier Pros & Cons

Pros:

• Extremely versatile, connecting thousands of apps to create seamless workflows.

• Time-saving—automates tedious tasks so you can focus on more important work.

• Intuitive, no-code setup, making it accessible for non-techy folks.

• Tons of templates to get you started fast.

Cons:

• Can get expensive if you need to automate a high volume of tasks or use premium features.

• Some complex workflows might require a bit of tinkering or trial and error.

• Occasionally, Zaps can fail if one of the apps encounters an issue, and it’s not always easy to spot the cause.

4. Calendly

Calendly is a simple yet powerful tool for scheduling meetings without the back-and-forth emails. I started using it when I got tired of trying to find mutually available times with clients.

Calendly lets you set your availability, share a link, and then people can choose a time that works for them, no more scheduling headaches.

One thing I’ve learned: it’s a lifesaver for client calls, and it integrates with pretty much any calendar app, which is huge if you’re juggling multiple platforms.

Calendly Key Benefits

• Automated scheduling: Eliminate the need for back-and-forth emails by letting others book available time slots.

• Calendar integration: Syncs with Google Calendar, Outlook, and more to avoid double bookings.

• Custom meeting types: Set different meeting durations and types (e.g., 15-minute calls or 60-minute strategy sessions).

• Time zone detection: Automatically adjusts time zones to avoid confusion.

• Automated reminders: Sends reminders to both you and the invitee to prevent no-shows.

Calendly Pricing

Calendly offers several pricing tiers to meet various scheduling needs:

• Free Plan: Always free, includes unlimited one-on-one meetings, one event type, and basic integrations like Google Meet and Zoom.

• Standard Plan: $10 per user/month, includes unlimited event types, integrations with tools like HubSpot and Stripe, and more advanced features like multiple calendar connections and automated reminders.

• Teams Plan: $16 per user/month, designed for teams needing features like Salesforce integration, round-robin scheduling, and advanced admin controls.

• Enterprise Plan: Custom pricing starting at $15,000/year for large organizations requiring enhanced security, SSO, and priority support.

Calendly Pros & Cons

5. PandaDoc

PandaDoc is a document automation tool that helps businesses create, send, and track digital documents like proposals, contracts, and quotes. It’s a lifesaver when you need to manage your entire document workflow, from drafting to collecting e-signatures, without the endless back-and-forth of emails.

I experienced PandaDoc with a client who was drowning in paperwork, and the ability to send templates and get real-time tracking with it transformed how quickly they closed deals. Plus, the integrated e-signature feature is a must-have for any business trying to streamline its paperwork.

PandaDoc Key Benefits

• Document templates: Quickly create professional-looking proposals or contracts with reusable templates.

• E-signatures: Collect legally-binding electronic signatures within the document, speeding up approvals.

• Tracking and analytics: Know when your document is viewed or signed, helping you follow up at the right time.

• Integration with CRMs: Seamlessly integrates with popular CRM tools like Salesforce and HubSpot for easy client management.

• Collaboration tools: Teams can work on documents together, adding comments and making edits in real-time.

PandaDoc Pricing

PandaDoc offers a variety of pricing plans to cater to different business needs, whether you’re just starting with e-signatures or managing complex workflows:

• Essentials Plan: Priced at $19 per user/month, this plan includes unlimited document uploads, e-signatures, and real-time tracking features, ideal for small businesses or individuals just getting started with document automation.

• Business Plan: At $49 per user/month, this plan adds advanced features such as CRM integrations, custom branding, and approval workflows. It’s a great option for teams looking to streamline sales proposals and internal approval processes.

• Enterprise Plan: For large organizations requiring advanced security, custom user roles, and integrations with systems like Salesforce, this plan offers custom pricing. It includes all the features of the Business plan, along with single sign-on (SSO), API access, and unlimited workspaces.

PandaDoc also offers a Free eSign Plan, which provides limited functionality for users who only need basic e-signature capabilities.

PandaDoc Pros & Cons

6. BuzzSumo

BuzzSumo is a content discovery and research marketing tool that’s a lifesaver when it comes to figuring out what type of content performs best in your niche. I started using it for my Saas client after spending way too much time guessing what their target audience might like, it turns out guessing isn’t the best strategy!

With BuzzSumo, I can track trending topics, see how well certain pieces of content are performing, and even find influencers who can amplify my reach.

One practical tip: use BuzzSumo’s alerts feature to stay on top of new trends before your competitors.

BuzzSumo Key Benefits

• Content discovery: Uncover trending topics and viral content ideas that resonate with your target audience.

• Competitor analysis: See what your competitors are publishing and analyze their top-performing content.

• Influencer identification: Find key influencers in your niche who are already sharing content related to your industry.

• Backlink monitoring: Track backlinks for any URL and see who’s linking to your content or your competitors’.

• Social media insights: Analyze which pieces of content are getting the most shares on platforms like Facebook, Twitter, and LinkedIn.

• Custom alerts: Set up real-time alerts for specific keywords, competitors, or domains to stay updated on relevant content trends.

BuzzSumo Pricing

BuzzSumo offers a range of pricing plans to cater to different content marketing needs, whether you’re a freelancer, small business, or large agency:

• Content Creation Plan: Priced at $199 per month (billed annually), this plan is ideal for individuals and small teams, offering unlimited searches and two years of historical data.

• PR & Comms Plan: At $299 per month (billed annually), this plan is designed for those focusing on public relations and communications, with additional features like media coverage reports and unlimited searches.

• Suite Plan: The most popular option, this plan costs $499 per month (billed annually), supporting up to 10 users and providing more comprehensive tools such as YouTube content analysis and batch uploads for reports.

• Enterprise Plan: For larger organizations, the Enterprise Plan is priced at $999 per month and includes unlimited searches, up to 30 users, and additional advanced features like RSS feed integration and priority support. Custom billing options are available for this tier.

BuzzSumo also offers a 30-day free trial for users to explore the platform’s features before committing to a paid plan.

Buzzsumo Pros & Cons

7. Slack

Slack is a team collaboration and messaging platform that transforms how businesses communicate. I started using it with a remote team, and it was a game-changer. No more long email chains. Slack allows you to organize conversations by channels (like project-specific threads), send quick direct messages, and even integrate with your favorite apps.

One tip I picked up: creating focused channels for different topics saves so much time and avoids unnecessary clutter. You can also customize notifications, so you don’t get bombarded with every little update.

Slack Key Benefits

• Channels for organization: Group conversations by topic or project for easy access.

• App integrations: Connect tools like Google Drive, Trello, and Zoom to manage everything in one place.

• Direct messaging: Instantly communicate with team members for faster problem-solving.

• File sharing: Upload documents, images, or videos directly into chats for seamless collaboration.

• Searchable archive: Easily search past conversations and files, so nothing gets lost.

• Custom notifications: Set specific notification preferences to stay focused without getting overwhelmed.

Slack Pricing

Slack offers multiple pricing tiers to accommodate teams of various sizes and needs:

• Free Plan: $0, ideal for small teams or individuals. It includes access to the most recent 90 days of message history and allows up to 10 integrations with third-party apps.

• Pro Plan: Priced at $7.25 per user/month, billed annually (or $8.75 per user/month when billed monthly). This plan provides unlimited message history, more integrations, and 1-to-1 voice and video calls.

• Business+ Plan: Costs $12.50 per user/month, billed annually. It includes advanced features like SAML-based single sign-on (SSO), real-time Active Directory sync, and priority support.

• Enterprise Grid Plan: Custom pricing is available for large organizations. This plan offers enterprise-level features like enhanced security, compliance tools, and unlimited workspaces. Contact Slack’s sales team for a quote.

Slack Pros & Cons

8. Zoho

Zoho is an online accounting software designed for small to medium-sized businesses that need an easy-to-use, cloud-based solution to manage finances. If you’re managing a business and need to track expenses, send professional invoices, or manage inventory, Zoho Books provides a robust yet affordable solution.

Zoho Books is widely respected in the accounting community for its deep customization options and comprehensive set of tools, including project management, multi-currency support, and even detailed reporting capabilities, all of which provide real-time insights into your financial health.

It’s also highly scalable, making it a great long-term choice for businesses aiming to grow without changing accounting platforms.

Zoho Key Benefits

• Comprehensive invoicing: Easily create and send professional invoices with options for recurring invoices and automated payment reminders.

• Expense management: Track your business expenses and vendor payments, making it easier to stay on top of finances.

• Inventory management: For businesses that sell products, Zoho Books offers inventory tracking, so you always know what’s in stock.

• Multi-currency support: Perfect for businesses operating globally, Zoho Books allows you to handle transactions in different currencies with automatic or manual exchange rates.

• Collaborative features: You can collaborate with your team, set roles, and manage permissions, which helps keep your financial processes smooth.

• Customizable reports: Generate reports for cash flow, profit and loss, and more, customized to fit your business needs.

Zoho Pricing

Zoho offers three main pricing tiers, designed to accommodate different levels of needs:

• Standard Plan: Priced at $25 per org/month, billed annually. This plan is great for suited for businesses with one time billing requirements

• Premium Plan: Costs $59 per org/month, billed annually. This plan offers more advanced features for for businesses with one time and subscription billing requirements.

• Custom Plan: Enterprises with advanced billing requirements can reach out to Zoho team to request a customized price.

The Standard and Premium plans include a 15-day free trial, allowing users to test the platform before committing to a subscription. Zoho books does not offer a free version beyond the trial.

Zoho books also offers add-ons for features like additional users and advanced automation capabilities.

Zoho Pros & Cons

9. Typeform

Typeform is a user-friendly online form builder designed to enhance how businesses collect and engage with data through surveys, forms, and quizzes. Its design-first approach makes it stand out, offering highly customizable and visually appealing forms that feel more like conversations than standard surveys.

One thing I’ve noticed from its functionality is that it integrates smoothly with other tools like Mailchimp, Slack, and Zapier, making data transfer and automation seamless. If you’re looking to create a personalized experience for your audience while keeping your forms clean and dynamic, Typeform is a top choice.

Typeform Key Benefits

• Visually appealing forms: Create engaging, conversational forms that guide users through with ease.

• Logic Jump: Customize the flow of your form based on user responses, ensuring they only see relevant questions.

• Hundreds of templates: Access industry-specific templates to save time while building your form.

• Integration: Connect with popular tools like Mailchimp, Slack, HubSpot, and more for smooth data flow.

• GDPR & HIPAA compliance: Keep data secure and adhere to international privacy standards.

• Real-time notifications: Get updates on form completions and responses in real-time for faster follow-up actions.

Typeform Pricing

Typeform offers multiple pricing plans to suit different needs:

• Free Plan: Allows you to create unlimited typeforms but limits responses to 10 per month.

• Basic Plan: Priced at $29/month (or $25/month when billed annually), this plan gives access to unlimited forms and up to 100 responses per month.

• Plus Plan: Costs $59/month (or $50/month annually) and includes up to 1,000 responses, custom branding, and a custom domain.

• Business Plan: At $99/month (or $83/month annually), this plan supports up to 10,000 responses with added features like priority support and advanced integrations.

• Enterprise Plan: Custom pricing for businesses that need higher response limits and more advanced features such as dedicated account management.

Typeform Pros & Cons

Overall, Typeform is ideal if you’re looking for a form-building tool that balances design and functionality. While it may be on the pricier side, the interactive and professional experience it offers your audience often justifies the cost. If you’re a business focused on customer engagement, this tool is definitely worth the investment.

Wrapping Up

SaaS marketing tools have genuinely transformed the way I approach growth strategies. They save time, streamline workflows, and make scaling so much smoother. From my experience, it’s all about finding the right combination of tools that fit your unique needs.

Trust me, once you get the right mix, you’ll wonder how you ever managed without them!