--- title: "PDI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PDI Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more." source_url: "https://www.capterra.com/p/119843/PDI/" page_type: "product" language: "en" --- # PDI Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) PDI ## What is PDI? Cloud-based ERP software that helps retail and logistics firms with marketing automation, customer engagement and order management. ## What is PDI used for? [Marketing Automation](https://www.capterra.com/marketing-automation-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PDI?[Manage this product listing](https://www.g2.com/products/pdi-touchstar/claim_requests/new?auto=true) ## PDI Overview Updated September 2026 AI summary PDI is a cloud-based marketing automation platform designed for organizations seeking to manage campaigns, automate marketing workflows, and track ROI. It offers features such as campaign management, dynamic content for personalized outreach, and integrated reporting. PDI is suitable for businesses needing to coordinate marketing activities and gain operational visibility through a web-based deployment model. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PDI 3.8 (4) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 2.8 (4) Ease Of Use 4.5 (6,068) Value For Money 3.5 (4) Value For Money 4.3 (4,685) Customer Service 2.8 (4) Customer Service 4.4 (4,478) ## PDI alternatives Highest Rated [4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (707)](https://www.capterra.com/p/152997/BirdEye/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (127)](https://www.capterra.com/p/207701/Hibu/reviews/) Starting price $449.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 81% of reviewers rated it above 4 stars [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [View all alternatives](https://www.capterra.com/p/119843/PDI/alternatives/) ## FAQs about PDI Overview ### What company size and specific industries is PDI built for? PDI is designed for retail, wholesale, and logistics companies that need ERP support for marketing automation, data processing, and inventory management. It is best suited to organizations in these sectors that want to manage core operations across sales, stock, and back-office processes in one system. Features and Usability ### What are the key features of PDI? PDI offers campaign management, dynamic content, marketing automation, and ROI tracking as its core features. These capabilities support campaign setup and execution, content personalization, automated marketing workflows, and measurement of marketing results through ROI reporting. Getting Started and Support ### What training and onboarding options does PDI offer? PDI provides documentation for training and onboarding. This written material supports self-paced reference for setup steps, product features, and general use. No other training formats are confirmed in the catalog data. Getting Started and Support ### What customer support options does PDI offer? PDI provides chat support for customer help. No reviewer feedback is available about support quality, response times, or common issues, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 6,612 Marketing Automation reviews According to Capterra reviewers, these are the marketing automation features buyers prioritize most when evaluating a solution: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Lead Capture** (**51%**) PDI focuses on other areas of marketing automation rather than the features listed above. Its broader capabilities can still support campaign execution, customer outreach, and operational coordination, helping businesses manage marketing activities more efficiently and giving teams a clearer view of day-to-day marketing work. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Marketing Automation Automate workflows and trigger campaigns based on customer actions ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts PDI 4 features ### All Features - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts --- Get Advice We can help you find the software with the features you need. Features 3.8 (4) 3.8 Based on 4 reviews ## Pricing Value for money 3.5 (4) ### Starting price Free trial not available Value for money 3.5 (4) 3.5 Based on 4 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 2.8 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.8 (4) 2.8 Based on 4 reviews ## User reviews Overall rating 3.8 Based on 4 reviews Filter by rating 5(0) 4(3) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User . Transportation/Trucking/Railroad ### "Disappointing" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 November 29, 2018 This has been a very disappointing experience. Purchased the software because the salesman said we could easily integrate with our handheld and would do tax reporting. NEITHER were true. Integration was a disaster and tax reporting- I have to pull report after report to get the information I need. Installers literally left me hanging the week our first tax return was due and their response was "you can always file and amend your return." Well amending a return in Illinois is a process in itself. Pros Not much, I could have stayed with Quickbooks, manipulated reports and saved tens of thousands of dollars, Cons Support is difficult to get a hold of, you buy the software then spend a fortune "customizing" it yet even after spending thousand of dollars you can't get the information you need! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KP Kyle P. Operations ### "Very powerful suite for petroleum services" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 June 13, 2018 Pros That it can handle fuel and warehouse in one system and all of the online features for support and knowledge. Cons Blending products are yet to be seen (specific to our business) but also inventory organization could be improved for packaging goods Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Ryan N. Reflexis Implementation Manager Retail ### "Very great depth of data tools, strong software, but with a learning curve" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 October 5, 2017 It has allowed us to successfully run our business from the outset, but a steep learning curve and better creation of functionality hold it back from being the best in class. Pros PDI software allows complete control over business assets; our company runs on it from the site level to corporate. Data mining, sales projections, PNL reports are all accessible and exportable in excel format to allow data manipulation down the road. Cons Although there is a GREAT deal of functionality, it takes a system expert to be able to fully utilize the software and at times it feels like PDI can do anything, but when told "it can do that" the developers even have to figure out how to create functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JM Joe M. It services Supermarkets ### "This has made running our stores a lot easier." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 8, 2017 The ease of use it creates for store managers is all worth it. Pros I like how easy this software is to use. It makes doing the store paperwork 100 times easier. It also helps with inventory and ordering. Cons I found when using a Ruby Sapphire setup you can run in to various polling problems. When we switched to Ruby with Commander setup the polling issues seamed to go away. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.