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Evaluate software to ensure it meets your needs. Free Collaborative Startup Company Organizational Software Evaluation Form Team Task List / Checklist / Guide Template.

Feature Checklist for Marketing Automation Software Template

Evaluate software to ensure it meets your needs.

It’s difficult to find the right marketing automation software for your company if you don’t know what features are out there. Let our free Feature Checklist help guide you through all the options and narrow down some of your choices. It’s as easy as checking off some boxes and describing some features below that matter most to you! Remember, only stop on those that best fit your needs, not every single one! Complete a checklist completely before going onto the next sheet or removing any from earlier in this list.

Looking to purchase / adopt new marketing automation software? Use this free feature checklist to make sure that it meets your needs.

This template has two sections:

  1. ☑️ Checklist
  2. ✔️ Additional Software Checklist

Simply copy it into your workspace of choice to get started!

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