A Comprehensive Guide to Omnichannel Marketing Platform

Try ZEPIC for Free!

Understanding Omnichannel Marketing Platform

Gone are the days when businesses could rely on one channel to reach their customers. Today, your target audience spends most of their time across different digital platforms, and they expect a cohesive experience wherever they interact with your brand.

How can you be omnipresent?

This is where omnichannel marketing software comes in. It empowers you to engage effectively across every channel your audience uses. But with so many options in the marketplace, how will you find the one for you? Let us help you understand what omnichannel marketing software does, why it matters, and how to choose a platform that aligns with your business goals.

Top Omnichannel Marketing Automation Software

Head-to-head comparison

Key features
Channels Supported
Email
WhatsApp
Instagram
SMS
Push Notifications
Customer Data Platform (CDP)
CDP Built-In
360° Customer View
Custom Data Objects
Segmentation & Targeting
Behavioral Segmentation
AI-powered Predictive Segmentation
Dynamic Audience Updates
AI Capabilities
Send Time Optimization
AI-powered End-to-End Campaign Creation
Analytics & Reporting
Revenue Attribution
Cross-channel performance
Customer Journey Insights
Pricing
Starts at
Usage-Based Pricing
Free Trial Availability
Coming soon
Coming soon
Coming soon
Coming soon
$23/mo
Mobile
Add-on
$45/mo
Web
$16/mo
Add-on
Web & Mobile
$9/mo
Custom Pricing
$15/mo

1. ZEPIC

ZEPIC is a new-age omnichannel marketing platform built with a powerful Customer Data Platform (CDP) at its core. It currently enables brands to run cohesive campaigns across Email, WhatsApp and Instagram with other channels in development. What sets ZEPIC apart is its real-time data unification, AI-powered segmentation, and smart automation tools that help businesses personalize journeys without needing to juggle multiple tools. It's ideal for growth-focused brands looking to centralize communication and maximize impact

Key features

  • Supports email and WhatsApp channels
  • Built-in Customer Data Platform with unified, real-time customer profiles
  • Team Inbox to manage WhatsApp and instagram queries in one place
  • AI-powered end-to-end campaign creation and optimization
  • WhatsApp smart retries to improve deliverability rates
  • Predictive segmentation driven by advanced AI models
  • Visual journey builder for designing omnichannel marketing campaigns
  • Revenue attribution dashboard for in-depth campaign insights
  • 50+ pre-built integrations, including Shopify, Woocommerce, Magento, and flexible APIs
Pros

Intuitive interface with minimal learning curve

AI-driven campaigns reduce campaign creation time

Fast onboarding and responsive support

Real-time behavioral targeting across all customer touchpoints

In-built unified customer data platform

Cons

Instagram, SMS and other channels are in development

Still building traction with enterprise clients

Platform Ratings

4.5/5
5/5
Pricing

Flexible pay-as-you-go option

Free trial available

No long-term contracts required

Best suited for
D2C brands, startups, and mid-sized businesses that want to consolidate customer data and run omnichannel campaigns without enterprise-level complexity.

2. Klaviyo

Klaviyo is a well-established marketing automation platform recognized for its robust email marketing capabilities, specifically designed for e-commerce brands. It offers detailed behavioral segmentation and has expanded to support SMS, WhatsApp, and push notifications. However, its CDP functionality comes at an additional cost, which can drive up pricing as businesses scale. While powerful, Klaviyo’s architecture and pricing reflect its legacy as an early player in the space.

Key features

  • Supports email, WhatsApp, mobile push notifications, and SMS
  • Segmentation based on AI-enabled predictive insights
  • Generative AI to create content fast
  • Multi-channel A/B testing
  • Email deliverability score
  • 350+ built-in integrations including CRM, e-commerce platforms, analytics, and more
  • Multi-channel attribution
Pros

Extensive multi-channel options

Extensive integration ecosystem

Excellent product recommendations feature

Strong email & SMS Automation

Cons

CDP functionality comes at a cost

As contacts grow, pricing can become steep.

No data transformation capabilities

Platform Ratings

4.6/5
4.3/5
Pricing

Contact-based pricing

Fee trial availability

The pricing plan starts at $45

Best suited for
Small to mid-sized eCommerce businesses that prioritize email-led marketing and prefer established tools with a proven track record over newer, more agile omnichannel platforms.

3. Omnisend

Omnisend is an e-commerce-focused platform that supports email, SMS, and push notifications, with pre-built workflows to streamline customer journeys. Its user-friendly setup and strong integrations make it popular with growing online stores. However, Omnisend lacks native support for WhatsApp and mobile app messaging, limiting cross-channel engagement for brands seeking a broader omnichannel footprint.

Key features

  • Supports email, push notifications, and SMS (add-on)
  • Pre-built automation workflows
  • Built-in re-targeting segments for Facebook and Google
  • Drag-and-drop content editor with product picker
  • Real-time performance reporting
  • Flexible and precise contact segmentation
  • A/B testing & automation splits
Pros

Easy to set up and use

Channel-specific reporting and ROI tracking

24/7 customer support via live chat and email

Affordable pricing

Cons

Limited third-party integrations

Basic AI capabilities compared to enterprise tools

Less flexibility for B2B or non-eCommerce businesses

Platform Ratings

4.6/5
4.6/5
Pricing

Free forever plan with limited emails

The standard plan starts at $16

Pro plan starts at $59

Best suited for
Small and mid-size e-commerce stores and brands looking for an affordable and easy-to-use email marketing tool.

4. Brevo

Brevo combines email, SMS, and basic CRM capabilities into an affordable marketing platform suited for small businesses. It’s easy to get started and manage multichannel outreach without extensive technical expertise. But Brevo’s features are more limited compared to enterprise solutions, and it doesn’t offer advanced automation for complex customer journeys.

Key features

  • Supports Email, SMS, WhatsApp, and web and mobile push notifications
  • Predictive sending AI
  • CRM and shared inbox for customer management
  • Basic segmentation and personalization
  • Live chat widget for websites
  • Simple drag-and-drop campaign builder
Pros

Beginner-friendly interface

Strong transactional email capabilities

GDPR-compliant infrastructure with European data centers

Affordable plans

Cons

Limited advanced segmentation and AI features

Automation workflows are basic compared to more sophisticated platforms

Reporting features lack depth and customization

Platform Ratings

4.5/5
4.5/5
Pricing

Offers free plan

Pay-as-you-go pricing

The basic plan starts at $9/month

Best suited for
Freelancers, solopreneurs, and small businesses that want a low-cost entry into marketing automation.

5. Braze

Braze is an enterprise-focused customer engagement platform built for advanced cross-channel marketing at scale. It empowers brands to deliver real-time, personalized experiences across email, SMS, push, in-app messaging, and web. Braze can be a bit complex to implement and has premium pricing. The platform requires technical expertise to set up and maintain.

Key features

  • Supports email, SMS, WhatsApp, Line, and mobile and web push notifications
  • Advanced segmentation for precise targeting
  • Personalization with machine learning and predictive analytics
  • A/B Testing
  • Dynamic ad integrations
  • Dynamic content personalization
Pros

Powerful cross-channel capabilities

Real-time segmentation and behavioral targeting

Advanced testing, analytics, and journey mapping tools

Scalable for high-volume brands

Cons

Complex setup and integration that requires technical expertise

Expensive for smaller companies

The interface and campaign logic can be complex

Platform Ratings

4.5/5
4.4/5
Pricing

$50,000-100K+ annual contracts

No free trial availability

Best suited for
Data-Driven Marketing Teams that need advanced segmentation, personalization, and predictive analytics capabilities

6. ActiveCampaign

ActiveCampaign blends marketing automation and CRM to help businesses manage multichannel campaigns via email and SMS. While it doesn’t support WhatsApp or app-based messaging natively, it has strong journey automation, behavioral tracking, and segmentation tools. It’s ideal for SMBs looking for a unified platform that ties marketing and sales efforts together.

Key features

  • Supports email, WhatsApp, and SMS
  • Predictive sending
  • AI-powered automation builder
  • Attribution & conversion tracking
  • Site tracking
  • Automation triggers & actions
Pros

Powerful and easy-to-use automation builder

Flexible integrations with over 900 third-party tools

User-friendly interface

Cons

The reporting feature is limited for advanced analytics

Visual journey builder can feel dated

Automation workflows can become complex and hard to manage at scale

Platform Ratings

4.5/5
4.5/5
Pricing

Free trial is available

The basic plan starts at $15/month

Best suited for
Users who need powerful marketing automation and businesses that want to integrate their marketing and sales efforts

Why Choose an Omnichannel Marketing Software

Omnichannel marketing software unifies customer data from multiple touchpoints, including email, WhatsApp, social media, SMS, and your website, into a single platform. It helps you deliver consistent messaging and personalized experiences across these channels.

Unify Customer Data

Bring all your customer interactions, from email to SMS and WhatsApp, into a single, centralized view. This helps you understand behavior and preferences in one place.

Deliver Consistent Messaging

Maintain the same voice, tone, and brand identity across every channel. If your message stays clear and cohesive when customers move between platforms, it builds trust and familiarity over time.

Customer Segmentation

Group customers based on diverse criteria such as behavior, demographics, engagement patterns, and predictive insights to create highly targeted and relevant messaging.

Automate Cross-Channel Campaigns

Set up workflows that move seamlessly across channels. For example, send an email today and automatically follow up with an SMS reminder two days later if there’s no response.

Personalize Customer Experiences

Use detailed profiles and behavioral data to tailor content and offers. Send the right message to the right person at the right moment to make every interaction feel relevant and timely.

Track Performance Holistically

Monitor engagement, conversions, and ROI across all your marketing channels in one dashboard. You can use this information to understand what’s working and identify gaps.

How Omnichannel Marketing Software Transforms Business Operations

From comments and story reactions to DMs, every Instagram interaction can drive leads. With the right Instagram automation software,
brands can nurture these leads and move them along the sales funnel.  Let’s explore some key use cases that can increase this channel’s ROI.

Accelerates Campaign Launches

Pre-built templates, customer journeys, and AI-powered recommendations help teams go from idea to execution faster—across multiple channels at once—without starting from scratch each time.

Drive Higher ROI and Revenue Growth

Maximize the impact of your marketing spend with better targeting and automation. With personalized experiences, you can increase engagement and conversions.

Improves Customer Retention & Loyalty

Consistent communication and personalized offers lead to increased repeat purchases and brand advocacy.

Reduces Tool Overload & Operational Costs

Instead of juggling separate tools for email, WhatsApp, social media, and SMS, a unified platform reduces software clutter, lowers subscription costs, and simplifies campaign execution.

Scales Easily as You Grow

As your business expands, omnichannel platforms grow with you. Whether you're targeting new markets or handling higher volumes, the software supports scalable automation and segmentation.

Ensures Consistent Brand Messaging

With unified workflows and templates, you maintain brand consistency across email, WhatsApp, SMS, and other channels.

Maximize ROI with Cross-Channel Campaign Automation in ZEPIC

Book Your Demo

Omnichannel Marketing Software Challenges: What Businesses Struggle With

While omnichannel marketing offers huge potential, it also comes with unique challenges. Many businesses struggle to unify data, measure impact, and maintain consistent messaging across channels. Understanding these obstacles is the first step toward overcoming them.

Data Silos and Integration Issues

Challenge

Customer data is scattered across disconnected systems.

Solution

Implement a platform that unifies data from all touchpoints in real time.

Business impact

Creates a single customer view that improves targeting and reporting accuracy.

Complex Customer Journeys

Challenge

Managing interactions across multiple channels is difficult and time-consuming.

Solution

Use visual journey builders and automation to orchestrate cross-channel workflows.

Business impact

Delivers cohesive experiences that boost engagement and conversions.

Limited Personalization

Challenge

Scaling personalized content is resource-intensive and hard to execute.

Solution

Leverage AI-powered recommendations and dynamic content automation.

Business impact

Increases relevance and drives higher response rates with less manual effort.

Post-Purchase Loyalty and Retention

Challenge

Customers drop off after purchase due to a lack of engagement and loyalty follow-up

Solution

Automated loyalty rewards, personalized recommendations, and review requests across email and messaging apps

Business impact

Drives repeat sales and increases brand loyalty while reducing churn

Unified Analytics & Attribution

Challenge

Lack of visibility into how customers engage across different channels leads to disconnected insights and poor decision-making.

Solution

Centralized performance dashboards and multi-touch attribution to track cross-channel engagement and conversions in one place.

Business impact

Improves strategic decisions, enables better budget allocation, and increases campaign ROI by revealing what actually works.

What Features To Look For In a Modern Omnichannel Marketing Tool

Modern omnichannel marketing tools are designed to help brands create consistent, high-impact customer experiences across every channel. From real-time personalization to unified customer data, the right platform makes complex marketing feel effortless. Here are the essential features to look for when choosing your solution.

Customer 360 View

Centralized customer profiles

Modern omnichannel marketing tools gather data from every touchpoint to create a single view of each customer.

Rich customer timelines

Visualize each customer’s journey chronologically, from first interaction to most recent purchase, to understand behavior at a glance.

Advanced identity resolution

They help merge duplicate profiles and track behavior across devices and channels seamlessly.

Advanced Segmentation

Custom attributes

You can create and track unique fields specific to your business for hyper-targeted campaigns.

Multi-dimensional segmentation

Combine multiple criteria like engagement frequency, average order value, and preferred channels to create precise audience segments.

Dynamic audience updates

These tools automatically update segments in real time as customer behavior and data change.

Hyper-Personalization

Behavior-Based Messaging

Deliver the right content across channels—email, SMS, push, or messaging apps—based on browsing, purchasing, or engagement activity.

AI-powered recommendations

AI-enabled omnichannel marketing platforms can help suggest relevant products, content, or promotions based on purchase and browsing history.

Send time optimization

Some software uses AI to deliver messages at the moment each recipient is most likely to engage.

Automated Workflows

Drag-and-drop workflow editor

Most omnichannel marketing tools let you design complex journeys across channels with a simple visual builder without any coding.

Conditional logic and branching

You can automatically move customers between channels based on behavior, purchase stage, or preferences.

Event-triggered automations

Initiate workflows when specific actions occur in any channel like cart abandonment, email clicks, or WhatsApp replies.

Real-Time Reporting & Attribution

Multi-channel performance

Monitor engagement, conversions, and ROI across all channels in one place.

Attribution modeling

With omnichannel marketing software, you can understand which channels and touchpoints drive the most value.

Custom reporting

You can build, export, and share custom reports to inform strategy and measure success.

AI Capabilities

Churn prediction

Advanced omnichannel marketing tools use AI to predict which customers are at high risk of leaving and trigger proactive retention campaigns.

Natural language generation

Some tools use AI to auto-generate email subject lines, message copy, and content variations based on your audience.

Lookalike audience creation

AI can identify new potential customers who resemble your highest-value segments, improving acquisition targeting.

Omnichannel Marketing Software Use Cases & Solutions

Omnichannel marketing software addresses real business challenges across every stage of the customer journey. These platforms help you nurture leads, boost engagement, and drive repeat purchases with ease. Let’s look at some impactful use cases.

Personalized Cross-Channel Onboarding Campaigns

Welcome new shoppers with automated, consistent messaging across email, SMS, and WhatsApp to introduce your brand and guide first purchases.

Key challenges

Low engagement with welcome emails alone

Inconsistent messaging across channels

New customers dropping off before their first purchase

Solution features

Dynamic campaign personalization based on browsing and purchase history

Multi-channel automated workflows triggered 
at signup

Visual journey builder to map the onboarding experience

Unified analytics dashboard to monitor conversions

Behavior-Based Retargeting for Abandoned Carts

Recover lost revenue by automatically retargeting shoppers who abandon their carts, with timely reminders and personalized offers across multiple channels.

Key challenges

High cart abandonment rates with low recovery

Customers ignoring single-channel follow-ups

Difficulty optimizing timing and incentives

Solution features

Event-triggered cart abandonment workflows across email, SMS, and WhatsApp

Dynamic product recommendations and personalized discount codes

AI-powered send time optimization for follow-ups

Real-time tracking of recovery performance

Lifecycle Campaigns to Drive Repeat Purchases

Engage customers post-purchase with tailored recommendations, loyalty rewards, and reactivation offers to build long-term value.

Key challenges

Low repeat purchase rates after the first transaction

Customers forgetting about the brand over time

Generic post-purchase messages with limited relevance

Solution features

Automated post-purchase nurturing sequences across channels

Personalized cross-sell and upsell campaigns 
based on order history

Loyalty program integration and reward notifications

Multi-channel reactivation campaigns for dormant customers

Omnichannel Promotions & Flash Sales

Run time-sensitive sales and exclusive promotions across email, SMS, push notifications, and social to boost revenue and create urgency.

Key challenges

Inconsistent promotion messaging across platforms

Limited ability to segment and target high-value shoppers

Difficulty measuring channel-specific impact

Solution features

Simultaneous promotion deployment across all channels

Smart segmentation to prioritize high-intent buyers

Countdown timers and urgency triggers in messages

Unified reporting to track sales performance by channel

Real-Time Transactional Notifications

Keep shoppers informed with timely updates on orders, shipping, and stock availability across their preferred communication channels.

Key challenges

Customers missing important updates in crowded inboxes

High support inquiries about order status

Limited multi-language support

Solution features

Automated order and shipping notifications via email, SMS, and WhatsApp

Personalization tokens for order details and tracking links

Real-time triggers for status changes and delivery updates

Multi-language support for global audiences

Price Drop and Back-in-Stock Alerts

Convert browsers into buyers by notifying them instantly when products they viewed go on sale or are restocked.

Key challenges

Shoppers unaware of price changes or restocks

Manual workflows to notify customers about inventory updates

Difficulty prioritizing high-intent audiences

Solution features

Automated alerts triggered by price drops or inventory changes

Smart segmentation to target interested shoppers first

Personalized recommendations and urgency messaging

Cross-channel delivery via email, SMS, and push notifications

Maximize ROI with Cross-Channel Campaign Automation in ZEPIC

Start Your Free Trial!

Frequently Asked Questions

What kind of technology stack is typically required for omnichannel marketing?

A typical tech stack has a Customer Data Platform (CDP), marketing automation platforms, CRM systems, and analytics tools, all integrated to provide a unified customer view.

How can businesses effectively measure the ROI of their omnichannel marketing efforts?

Measuring omnichannel ROI means looking beyond single-channel performance to understand the full impact of your marketing efforts. It starts with tracking Customer Lifetime Value (CLV) to assess the long-term worth of each customer. You also need to analyze conversion rates across all integrated channels to see how they work together to drive results. Most importantly, applying multi-touch attribution models helps you accurately credit every touchpoint along the customer journey.

What role does data privacy play in omnichannel marketing?

Data privacy is essential in omnichannel marketing. Because these strategies depend on collecting and unifying customer data, it’s critical to comply with regulations like GDPR and CCPA. Adhering to these standards protects customer trust, safeguards sensitive information, and ensures your data practices remain transparent and ethical.

Are there significant differences in omnichannel marketing for B2B versus B2C businesses?

Yes, B2B omnichannel strategies often involve longer sales cycles and complex decision-making processes, making it essential to deliver tailored content and build relationships across professional channels. In contrast, B2C omnichannel focuses on reaching a wider audience and creating emotional connections to drive faster purchasing decisions.

Is omnichannel marketing feasible for small businesses with limited resources?

Absolutely. Small businesses can start by focusing on their most important customer touchpoints and using affordable, integrated tools. Even managing just a few well-coordinated channels can significantly boost customer engagement and retention.