Automational vs Planswell

Automational is an all-in-one sales CRM and marketing automation platform built specifically for small businesses.

Automational allows small businesses to organized their leads, save time, and automate their marketing campaigns. Quickly create email campaigns, whether drip or nurturing, with the built in drag and drop tool. Then automate your marketing and sales tasks with workflows that tag leads, segment your audience, send emails, and add tasks to your sales teams' calendars.

Building free, unbiased financial plans in under 3 minutes

Planswell is a free financial planning company. Grow your wealth. Manage your borrowing. Protect your assets.

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

Your financial plan will give you clear recommendations to optimize your investments, mortgage and insurance. People will wonder how you got so smart.

Planswell builds you a free plan that ties investments, insurance and mortgages so you can maintain your lifestyle throughout work and retirement.

Location: Toronto, Canada