# Mindmatrix Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Mindmatrix the right Digital Asset Management solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/126063/Mindmatrix/reviews --- Mindmatrix 4.5 (44) [View alternatives](https://www.capterra.com/p/126063/Mindmatrix/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Mindmatrix Ease of use 4.0 Customer Service 4.7 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lyselle D. Vice President Operations Real Estate Used the software for: 1-2 years ### "An excellent sales enablement platform that helped us support our growing sales team" March 6, 2018 4.0 The filters while very useful, can be made more user friendly especially for scrolling when we create a large number of lists Pros We wanted a sales enablement platform that was flexible and smart, allowing us to cater to our diverse sales team members--some working from our office and some remotely. After quite a bit of research, we zeroed in on Mindmatrix. Their sales enablement software met all our requirements and they offered excellent service and support. Our salespeople are not very tech savvy, but Mindmatrix makes it easy for them. CRM integration, guided selling, and real-time lead alerts have truly made it easy for our salespeople to sell. Review Source VR Verified Reviewer Marketing Project Manager - Microsoft Bing Ads Partner Marketing Computer Hardware Used the software for: 6-12 months ### "Out of the box Channel Management tool" November 23, 2021 4.0 Pros Clean interface, customizable dashboards and branding, lots of features to play with and choose from based on your company's needs Cons The software has some bugs we found throughout the process of implementing but the company seems to be making great strides into improving these. Sometimes there is some learning curve in using it. Switched from [Allbound](https://www.capterra.com/p/141976/Allbound/) Allbound is pretty much just a WordPress website with no marketing automation capability. Review Source MN Mike N. Director of Business Development Information Technology and Services Used the software for: 6-12 months ### "I like the MM platform, but the customer support and our Sales Enablement Consultant are the best" April 18, 2018 3.0 A consistent presence to prospective customers and the ability to nurture and track their interests. Also, being able to develop targeted campaigns is a great benefit. The real benefit to us is the expertise of our Sales Enablement Consultant, and also the customer support specialists. Pros I like the email and social media drip campaigns, which are valuable in keeping our company's presence public facing. The dashboards are easy to use and understand and valuable in developing new marketing strategies Cons Doesn't seem to be a pre-post and post review process to insure that campaign features, such as text and graphics populate properly. Review Source Ravitej R. Chief Executive Officer Used the software for: 2+ years ### " We have been able to expand and grow at a faster pace, thanks to Mindmatrix's sales and marketing a" April 17, 2018 5.0 leads for my sales and it helps improve my operational efficiency of sales team Pros Mindmatrix ensures that our salespeople are able to generate marketing brochures and email campaigns in a few minutes. Mindmatrix saves them time and helps them support their clients better and become more effective in the field. And, that's just one of the many benefits offered by Mindmatrix. Their platform is easy-to-use and they also offer concierge support that you can subscribe to, if needed. Mindmatrix helped us streamline our sales and marketing process, making it more efficient and result oriented. Cons \-Mindmatrix is very vast so as a new user, it can get a bit intimidating, but their support staff is excellent and made us comfortable with the platform in a few support and walk-through sessions conducted absolutely free of charge! Review Source Andrew W. IT Solutions Consultant Used the software for: 1-2 years ### "Very positive but with a learning curve. Recommended to most MSPs looking for web content for sales." April 2, 2018 5.0 Pros Content creation! It has been a great sales tool for our company. Working with Mindmatrix has been overall a positive experience and I would recommend them to most MSPs looking for web content and growth. I feel like they offer a tremendous value for what they offer at the price point. Cons The user interface. Some of the processes are overly complex for a normal user. I'm not giving it the five stars because of the complexity of the user interface. If you have the time to learn, it can be a powerful sales tool. But I spend way too much time making a simple email. Review Source Rashmi R. Marketing Manager Construction Used the software for: 2+ years ### "Mindmatrix helped us drive more sales and increased revenue through their platform" January 22, 2018 4.0 Pros We had great marketing and sales teams, but as we grew, we found it a little difficult to bring these two functions together and support our rapidly growing sales department with limited marketing resources. This is where Mindmatrix stepped in and brought about greater sales and marketing alignment. Review Source Erick S. President Used the software for: 2+ years ### "Best ROI for a marketing and sales tool" April 30, 2018 5.0 Sales and Marketing automation Pros The automation has helped our sales and marketing departments substantially. We have seen enough growth that the tool pays for itself. Cons There are no current dislikes. However, whenever there is something I need changed, the support team is always there. Review Source Ashley N. Field Marketing Manager Computer Networking Used the software for: Less than 6 months ### "Great Customer Support and Out of the Box Features" April 30, 2018 4.0 Faster time to launch and marketing programs for lead generation can easily be set up. Pros The on boarding process for new customers is great! The staff at MindMatrix are very hands on with training and teaching you how to use the platform. All the features you would want in a partner portal are built into the system. MindMatrix Solution is a great way to launch a portal quickly for partners. The marketing tools are great for lead generation. Cons They have a little work to do on the UX of the portal and some of the tools do have quirks you need to get use to. Some of the branding can be limited if you are a picky designer like myself. But the support team has found work arounds for us and there is more updates coming for the system that enables more branding control. I have built fully customized Salesforce Partner Portals and you do get more control but the time and investment is much higher so its a trade off. Review Source Lexie B. Digital Campaign Manager Telecommunications Used the software for: 6-12 months ### "The best customer support in the biz. " April 19, 2018 5.0 We're able to offer channel marketing programs at scale to our customers, which directly impacts BroadSoft sales and revenue. Pros MindMatrix gives us the ability to offer channel marketing programs at scale for our customers. More importantly, the customer support team is the best I've ever worked with. Cons It's not the most intuitive for building out templates, but the team offers extensive training up front and amazing support anytime I need help. Review Source Steve M. Owner Used the software for: 6-12 months ### "Fantastic company to deal with and nothing is too much to ask" April 27, 2018 5.0 Pros This is an enterprise product and so have a mind-boggling number of features. Whenever I have been unsure how to do something, their support has always assisted and shown me how to use the software. Cons Such comprehensive software has a steep learning curve, however the back office support can do a lot of the work for you, Review Source RP Ron P. Director of Sales and Business Development Used the software for: 6-12 months ### "My experiences with Mindmatrix from sales to account reps to support staff has been 5 star!!" April 2, 2018 5.0 Pros The ease of use is the best feature. The Dashboard puts everything that I need daily in my sight and at my fingertips. Cons There is nothing I don't like about the software. It's been everything they promised and more. If pressed for an answer is that I asked for more cyber security promotional items and they delivered those upon request. Review Source JV Jillane V. Marketing Manager Information Technology and Services Used the software for: Less than 6 months ### "SO HELPFUL! Our Account Rep is a rockstar. She's so helpful with every request we have!" April 16, 2018 5.0 Pros We're still new to the software, but we love all of the functions. The value is incredible for what you can do. Tracking emails and knowing who is opening and engaging has been powerful for us. All of the collateral that's already done has saved us hours and hours of time creating it all from scratch. In fact - it would be nearly impossible for us to create all of the assets they already have in there for us to use. Cons It's a little hard to get used to and maybe not the most user-friendly. Luckily support have been really great at walking me through it all. Review Source DO Dennis O. Vice President Used the software for: 6-12 months ### "Great tracking and reporting. Mostly easy to create marketing content." April 17, 2018 5.0 Pros Great support from Team. They know the stuff and are a strong advocate for us. Good integration with ConnectWise allowing us to keep it as our database of record. Easy to create custom lists for targeted messages. Great support whenever I submit a ticket. Love the tracking and reporting. Cons I would like a more powerful editor within the Templates. I would like the ability to use wildcards when searching for specific contacts. Review Source CW Chance W. President Information Technology and Services Used the software for: 6-12 months ### "Great team and product! We have had great success with our marketing efforts thanks to Mindmatrix." April 28, 2018 5.0 Marketing Pros Ease of use and their support. They have a great team and have really help us setup a successful marketing program. Review Source BL Britney L. Business Development Specialist Telecommunications Used the software for: 6-12 months ### "The monthly calls with customer reps have been very helpful. " April 9, 2018 5.0 Being able to create drips and keeping us on track with sales/marketing on social media. Pros Mindmatrix helps us with integration, creating drips and keeping us on track with sales/marketing on social media. Cons Honestly, I really can't think of any at this time. Only thing I wish would change is that you don't have to continue to reactive social media drips so often. Review Source NB Narendra B. Founder, President Construction Used the software for: 2+ years ### "We depend on this solution to maximize the effectiveness of our direct sales and our sales partners" March 6, 2018 4.0 We used it as a means of managing, educating and enabling our partner network which was widely spread and growing rapidly. It helped us to improve our lead pipeline through its marketing automation features, especially in terms of enabling our dealers to use marketing assets, yet to customize parts of that as needed within their markets. Pros We were looking for a platform that helped our direct sales and supported our growing dealer network, as we transitioned to a more indirect selling approach. Our dealers/partners are spread across dozens of cities and we wanted to have a single platform to manage and enable them as we grew them and our product lines . The platform helped us keeping these partners engaged, our sales people productive and also to ensure that our marketing was able to use the marketing automation features to keep our lead pipeline active. Finding a single platform to serve all 3 purposes was one of the greatest benefits we experienced, since it offered us the highest leverage on our resources. Cons There are a lot of features that come together, for the solution to be truly multi-purpose as identified above. With that comes the challenge of navigation and some complexities relative to the learning of various features and its locations on the UI, which we experienced. So bit of a steep learning curve or sometimes it required us to just slow down to deploy a few features and then move to the next. Luckily there is enough flexibility in the software to turn on/off features to allow for this type of a gradual deployment, which we took advantage of. Review Source MB Michael B. Vice President Of Business Development Used the software for: 2+ years ### "High Value. Very Engaged. Support Staff is the key to making it work." April 28, 2018 5.0 Pros Mindmatrix is the very best email automation and marketing platform by far. My account representative is the engine that makes it all happen. Support staff is simply the best at what does and they approach is about my business and how Mindmatrix can close gaps in our lead generation goals. Without them, I would not be seeing the lead generation results we have been experiencing for over a year. I have actually explored other options for our company in the past and found a couple of other platforms I did like, but when I examined Mindmatrix further, I realized it all works because of their unique content and the very high value brings to the service. Cons I wish it had a 2-way feed into our CRM, but it is not really an issue. We use Autotask and AT feeds into Mindmatrix. It would be nice to have data flow back into AT and/or Outlook. This is not a big issue though. It is more of a wish on my part. Review Source Cathy S. Director of WOW Used the software for: 2+ years ### "Support is amazing. Not only is she patient and holds us accountable an helped us get more clients" April 20, 2018 5.0 Pros The ease of use. The playbook keeps us on track and helps us keep track of who we have contacted. The way it works with CRM is really great and again ease of use. Cons cant' think of anything. The only thing i wish i would have done sooner was paying attention to using the playbook. Review Source AW Angela W. Partner Marketing Associate Computer & Network Security Used the software for: 6-12 months ### "MindMatrix Platform" August 21, 2018 4.0 Pros There are alot of functions within the platform. You can set up multiple drips (email and social), send out emails, allow for tracking on assets that you use, and have reporting on it as well. Assets uploaded into the platform will automatically have cobranding as well -- as long as you have it set up that way. The interface is relatively clean and easy to use. The platform is robust and for those that do not have marketing resources/tools readily available or a smaller marketing department, this would be great for them. Cons On the backend of the platform, setting everything up for users to use the platform is much more difficult. Building everything out (adding coding to allow for the cobranding, setting up the drip campaigns so users can use it, changing permissions for different user groups), took a while to figure out. The interface on the backend was much more messy and less organized and for a lot of the things we set up, we went through a lot of trial and error to make it work. Review Source Response from MindMatrix August 23, 2018 Hi Angela, Thank you for your feedback! I shared your experience with our product team so we can look into the areas you mentioned for future improvements and updates. We offer additional training and support on working with the administrative tools in Mindmatrix. I've reached out to our team so they can get in touch with you in case you would like further training or assistance. VR Verified Reviewer Owner Used the software for: 2+ years ### "Our experience with it - fantastic. That's all there is to say about it." April 5, 2018 5.0 Pros We have been using Mindmatrix for years. The platform they have for MSPs integrates with autotask's CRM and provides so much data it's fantastic. Their advisor calls each month make sure you are on track with your marketing and make this really valuable. Its like having your own marketing department for a fraction of the cost of a full time team. We run multiple campaigns and its very easy to track everything. Cons The software works. There is a bit of a learning curve but any MSP should be able to figure it out, especially with the MindMatrix staff helping every part of the way. Review Source EV Elizabeth V. Director of Marketing Used the software for: 2+ years ### "Monthly calls are incredibly helpful. Prospecting becomes brain dead simple." April 27, 2018 5.0 Pros I love being able to see what my prospects are responding to as well as have some well written, well thought out templates to use. It's incredibly helpful to work with a company solely focused on our industry -- managed IT services. Whatever advice they have to give, you can be assured that they have expertise to back that up. Cons I have had some list issues and I find that frustrating to deal with. While the support teams will create anything I need, I don't find the creation of lists or emails intuitive. I know it will get done and I don't have to, but there are some times that I don't want to wait and would like to do it myself. Review Source Devinder S. Vice President - BIM ' Green Services Used the software for: 2+ years ### "Mindmatrix marketing software fully meets our need for B2B marketing of our engineering services " January 22, 2018 4.0 Pros Offering way beyond the average marketing automation software, Mindmatrix marketing automation software is easy to use, feature rich and equipped with advanced marketing automation features. One such example being the automation of print marketing. Their marketing automation support and service is equally good. All in all, Mindmatrix works well for us! Cons Review Source VR Verified Reviewer CEO Used the software for: 2+ years ### "I look forward to our monthly marketing calls!" April 17, 2018 5.0 It changed the marketing culture of Tier3MD. Pros The leads it provides help our sales staff identify potential new customers. It also helps us get a handle on our website, and the traffic we receive. Cons I have zero complaints! The software is extremely easy to use and the interface is simple. We log in and all the data we need is right there! Review Source VR Verified Reviewer Business Development Specialist Computer Networking Used the software for: 1-2 years ### "I have had a fantastic experience working with my account rep and the support team." April 23, 2018 5.0 Able to send marketing material and blast emails to a large number of contacts easily. Pros It is incredibly useful for organizing contacts and scheduling marketing material to go out. furthermore, in working with our account rep we have been able to schedule distribution of information and material in a way that gives us the best chance for impact. Cons While the large volume of features allows it to be a useful tool for a wide range of uses, it can be quite dense in trying to navigate. Review Source Kristyn M. Marketing Manager Used the software for: 6-12 months ### "I have had a great experience using Mind Matrix" April 20, 2018 5.0 Pros I loved the scoring system , content, and our dedicated consultant. She is always so pleasant to work with and helped me a lot when I started working with the system. Cons I really do not have any cons to list. The system works will with our CRM system and its easy to use. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.