What is Automational?

Automational is a sales and marketing technology that is 100% tailored for small business, empowering small business owners and employees to unleash their potential as a smart marketer. Leveraging the power of ClickDimensions’ enterprise-grade technology within a platform designed specifically for SMBs, Automational helps automate sales processes and marketing campaigns that strategically engage existing customers, qualify prospects, organize data and nurture leads, ultimately driving more sales with greater efficiency.


With Automational, small business owners and employees can continue to do what they do best – run their businesses – while finding comfort in knowing that no sales opportunities are falling through the cracks or passing them by.



Software to Make Your Small Business Thrive

Automational Vignette from Automational on Vimeo.

Automational Demo & Overview


The all-in-one CRM & marketing automation platform 100% tailored for small business, just like yours.

Automational Demo & Overview from Automational on Vimeo.



Customer Relationship Management (CRM)

Drive powerful, profitable customer relationships. Automational’s dynamic CRM for small business offers you a single source to organize, synchronize, and manage all your customer and prospect records. 


Email Marketing

Your customers and prospects are your most valuable asset, so staying in front of them with timely communications is critical. Enter Automational – our powerful, yet intuitive email marketing tool allow you to create and send beautiful messages that turn leads into happy customers.


Marketing Automation

Automational’s easy-to-use automation software brings together the platform’s CRM and email features to create powerful marketing campaigns and workflows. Now, small businesses can unleash their potential as a smart marketers.



Need to keep your accounting and customer records in sync? Want a transaction on your e-commerce site to trigger a nurture campaign? Our Zapier Zap and powerful API allows you to connect Automational’s CRM & Marketing Automation features to hundreds of popular small business apps, including:

  • Office 365
  • QuickBooks Online
  • LinkedIn
  • OneDrive
  • OneNote
  • Shopify…
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