# e-Relationship Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about e-Relationship Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more. Source: https://www.capterra.com/p/173303/e-Relationship --- # e-Relationship Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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) e-Relationship ## What is e-Relationship? Lead nurturing and marketing automation solution for insurance and finance industries. ## What is e-Relationship used for? [Marketing Automation](https://www.capterra.com/marketing-automation-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $74.95 Flat Rate, Per Month Free trial 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 e-Relationship?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.e-relationshipplus.com&name=e-Relationship) ## 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. ### e-Relationship 3.5 (2) VS. [4.5 (6,243)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting Price $74.95 Flat Rate, Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (2) Ease Of Use 4.3 (2,128) Value For Money 4.0 (2) Value For Money 4.2 (2,024) Customer Service 4.0 (2) Customer Service 4.4 (2,072) ## e-Relationship alternatives [4.7 (836)](https://www.capterra.com/p/153508/Omnisend/reviews/) Starting price $16.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.3 (2,934)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [Systeme.io](https://www.capterra.com/p/198994/Systeme/) [4.8 (2,128)](https://www.capterra.com/p/198994/Systeme/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Brevo](https://www.capterra.com/p/132996/brevo/) [4.6 (3,489)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about e-Relationship Overview ### What company size and specific industries is e-Relationship built for? e-Relationship is designed for companies in the financial and insurance sectors that want to increase the number of appointments they receive. The vendor description does not specify a company size, so the clearest target audience is organizations in these two industries seeking appointment growth. Features and Usability ### What are the key features of e-Relationship? e-Relationship offers email marketing, campaign management, and marketing automation for managing outreach and follow-up. It also includes drip campaigns, lead management, marketing calendar, and template management, plus customizable CTAs, social marketing, and ROI tracking for organizing campaigns and measuring performance. Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What training and onboarding options does e-Relationship offer? e-Relationship provides webinars as its training option. Webinars give teams a live or recorded format for learning product features, reviewing setup steps, and following guided demonstrations. No additional training formats are listed in the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Email Marketing Create and send email blasts/campaigns Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Marketing Automation Automate workflows and trigger campaigns based on customer actions e-Relationship 10 features Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Send automated marketing emails based on user actions over a predetermined period Create and send email blasts/campaigns Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Manage campaigns and track engagement for marketing efforts across social media channels Create, save, and re-purpose templates for emails, forms, etc. Get Advice We can help you find the software with the features you need. Features 3.5 (2) 3.5 Based on 2 reviews ## Pricing Value for money 4.0 (2) Free Trial Basic $74.95 Flat Rate,Per Month Value for money 4.0 (2) 4.0 Based on 2 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 4.0 (2) 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 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 3.5 Based on 2 reviews Filter by rating 5(1) 4(0) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent JG Jim G. Agent Insurance ### "Excellent results and super people to work with!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 30, 2019 The people that work there obviously take pride in their work and want their users to succeed. They are always very helpful when I need them. The results are far exceeding my expectations. Pros Once I did some of the online training, it was very easy to use Cons I would not suggest trying to use it without the online training 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. AN Anonymous User Financial Advisor ### "Difficult to use, old-style of importing, not current technology" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 March 7, 2018 None; required to use. Pros Nothing; well - none of my imports or entries have been lost. That's a good thing. An Access Database or good Excel spreadsheet will provide way more value. Cons It's a 1990's style product. So not with the times. Reminded me of my mainframe computer days. So difficult to use and so poorly constructed. A big disappointment. I do not recommend. 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. ## 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.