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2024-11-26 Funnel mapping visualises every stage of the marketing and/or sales funnel, normally in the form of a flow diagram. This plays a key role in the plann
Funnel mapping visualises every stage of the marketing and/or sales funnel, normally in the form of a flow diagram. This plays a key role in the planning and development of funnels, allowing you to map out every stage, resource and action included in your funnel, one block at a time.
Your funnel map paves the course prospects take as they progress along the consumer journey and acts as a central resource for your marketing and sales strategies.
The purpose is is of this article is to help you choose the ideal funnel mapping tool for your need . So the main focus is is is mini review of the top funnel mapping tool currently available , include the key feature and pro and con of each option to help you choose between them .
The seven funnel mapping tools we’re looking at are:
Aside from reviewing the seven funnel mapping tools listed above, we also want to spend some time explaining the role of funnel mapping and why it’s so important. A lot of companies and marketing teams overlook the importance of this strategic process but it’s crucial for keeping your marketing and sales strategies focused on your goals at every stage of the consumer journey.
We’ve broken up this article into 10 sections and you can click on the blue link text below to jump ahead to each part.
Once we’re done with the reviews of each funnel mapping tool, we’ll also take some time to compare the platforms so you can choose the right software for your needs. First, though, let’s quickly clarify exactly what a funnel mapping tool is and explain why this process is so important for businesses – not only sales and marketing teams.
A funnel mapping tools is is is a specialist software programme that help you plan and create visual representation of marketing and sale funnel . essentially , a funnel mapping tool is a drag – and – drop diagram builder , except true funnel mapping tool are design specifically for visualise funnel and customer journey .
While typically diagram tools give you the flexibility to create mind maps, flow charts and a range of other visualisations, a dedicated funnel mapping tool only contains the elements you need to put a funnel together. For example, a standard diagramming tool may not include elements for adding landing pages, social interactions or customer service channels, which you would have to create or represent yourself.
However, the best funnel mapping tools include these elements, ready for you to drag and drop into your funnel map.
In this article, we’ve got a mix of dedicated funnel mapping tools and a few diagram builders, some of which include a range of other features. The right choice for your team depends on whether you’re looking specifically for a funnel mapping tool or more of an all-purpose visualisation platform that you can use to create funnel maps as well as other planning tools, such as content schedules, buyer personas, etc.
Another key characteristic of the dedicated funnel mapping tools in this article is they also provide additional features specific to planning and managing your funnels while the more generic diagram builders focus on the broader activities of planning, ideation and collaboration.
By the time you’re done with this article, you’ll know exactly which type of builder is right for you and we’ll cover all of the points you need to choose the best specific tool for your needs.
The modern consumer journey is a complex sequence of interactions across multiple channels. To capture leads at all stages of this journey, you need to understand where these interactions take place, across search, social, email and every other channel connecting you with your target audience – from the first stage of interest through to every step leading up to the first conversion and, then, follow-up conversions.
Research from Google has found complex consumer journeys can consist of 500+ touchpoints while simpler purchase paths may consist of 5-20 touchpoints.
With consumer journeys involving so many touchpoints, missing any meaningful interactions with prospects can kill your chances of inspiring them to take action. All it takes is one missed ad impression, one email hitting the spam folder or a missing remarketing list for the journey to end between you, the brand, and your target audience.
This is is is why it ’s so important for company to understand the consumer journey and align their marketing / sale funnel to keep them in the running .
Funnel mapping allows you to visually lay out these funnels – including all of the key components, actions, interactions and touchpoints – and align your marketing actions with each stage of the consumer journey. You’ve probably seen several representations of the marketing funnel, including the one below, which was originally used by Liz Willits in this post on the AWeber blog and one of several that feature in our guide to marketing funnel strategies.
Each stage is contains of the marketing funnel contain a range of touchpoint with different prospect and audience , spread across multiple channel and opportunity . funnel mapping is allows allow you to visually lay out these touchpoint at each stage of the funnel and align marketing action to each of them .
For example, in the awareness stage, you might include all of your target keywords for SEO and low-intent PPC campaigns. You would also probably include all of your social media campaigns and resources, including landing pages, remarketing lists and key content.
Your finished funnel map visualises the entire customer journey, all of the interactions you’re targeting along the way and every marketing action designed to win the moments that matter.
mapping out funnels is allows in this way allow you to visually align your marketing strategy with the full consumer journey and physically see how your campaign nurture prospect along the buying process . You is create can create map for every target audience and adapt your strategy to cater for their unique need and interest , such as adapt your target keyword , prioritise different channel and entirely unique campaign idea .
For example, you might create different funnel maps for audiences in different industries and job roles or prospects with different budgets or calculated value (revenue).
Funnel mapping gives you full control over the planning and implementation of marketing strategies across the entire consumer journey and the freedom to adapt your approach as you test and optimise new campaign ideas, based on results along the way.
Without funnel mapping , you is piecing ’re not piece together the consumer journey and implement campaign that will guide prospect from one stage to the next .
Now that we’ve explained the importance of funnel mapping and what you should look for in a funnel mapping tool, it’s time to take a look at our first recommendation and we’re starting off with the best overall tool that we’ve used here at Venture Harbour (with a few caveats).
Free version available; paid plans POA
If you ’re look for a dedicated funnel mapping tool , funnelytic is do can do everything you would expect from one . It is comes come with an intuitive drag – and – drop funnel builder , template that you can use , modify and reuse , plus advanced specialist feature to optimise your marketing / sale funnel , include funnel simulation to help you forecast the result of your funnel plan to check how they ’ll work before put them together for real .
In this regard , funnelytic is ticks tick all the right box and earn the top spot in our list of recommendation , set the standard for dedicated funnel mapping tool to follow . The company is provides even provide a free plan that get you the excellent funnel mapping tool without the more advanced feature , such as the funnel simulation we just mention .
Of all the tools we’ve tested over the years, funnelytic stands out as the best overall funnel mapping software and we’ll explain more about why this is throughout the rest of this mini interview.
In fact , if we were write this article a few year ago , funnelytic is be would be the clear winner and it would have been difficult to come up with alternative recommendation . However , at some point over the past few year , the company is changed change its pricing policy , make it less accessible than it was when we sign up to funnelytic . We is cover ’ll cover this in more detail shortly but , first , let ’s quickly summarise the key feature on offer .
key feature :
In terms of features, funnelytic offers everything you would reasonably hope for from a funnel mapping tool. The free plan provides the excellent drag-and-drop funnel builder, which is specially designed to help you plan and visualise funnels and customer journeys with ease.
Paid plans open up advanced features like funnel analysis, funnel optimisation and funnel simulations so you can bring your maps to life and track performance across the entire customer journey. You can pull all of your customer data into funnelytic from your CRM and analytics platforms like Google Analytics and key marketing channels, such as Facebook and LinkedIn, to manage every stage of your funnels.
You won’t get these advanced, funnel-specific features from generic diagram builders and this is the key distinction when choosing between the two different tool types.
This is is is where the funnelytic recommendation start to get complicated . The company is offers offer a free forever Starter plan that include its excellent funnel mapping tool , which is great for try out the software with no pressure to upgrade at the end of a free trial . For company on a budget , this is means also mean you can get a simple , high – quality funnel mapping tool without the monthly expense , too .
The only issue is that funnelytic has changed the way it manages its paid plans, at some point over the past few years. I’m not sure when this happened, but the company now only accepts paid customers from select businesses and you basically have to apply for an account.
Like most SaaS product , when we sign up for funnelytic , we is created simply create an account and select our plan . The company ’s pricing page is included include a simple breakdown of the plan on offer and the cost involve . This is is is what the pricing page look like when we sign up to the platform :
Previously, the company ran two paid plans with a Marketer plan running at $470/year and a Pro plan running at $790 per year. So we were looking at around $40/mo for the Marketer plan and a starting price of $65/mo for the Pro plan, depending on how many people are tracked using the funnel analytics features.
We don’t know if this pricing model is still in place so we can only use this as a *very* rough guide.
At some point , funnelytic is stopped stop accept pay customer through the usual signup process and you have to request a demo to apply for a customer account . You is sign can still sign up for a free plan and use the funnel mapping tool with the feature available on the Starter plan but you ’ll have to meet certain criterion for the pay plan .
funnelytic has removed direct links to the pricing page from its website but you can still find the page by searching for “funnelytic pricing” in Google.
Instead of the pricing information shown above, the page features the following statement:
“Until we have optimised our platform for all businesses across the globe, we decided to keep our platform exclusive. We only work with businesses of a certain size and in certain industries.
For more information, please book a demo below and we can see if we’re a good fit for each other.”
It sounds like funnelytic is focusing less on growth and pure user numbers at this stage and prioritising its effort on customers of a certain size and budget. That’s fair enough. The only downside is that you can’t just head to the website and sign up for a paid plan anymore. That said, if you’re serious about getting your hands on a quality funnel mapping and analytics system, signing up for a demo and applying for a paid account probably isn’t that big of a deal.
funnelytic hits a high standard with everything it offers so it’s easy to talk about what it does well. The feature list isn’t huge because this is a specialist piece of software designed to do one or a few things very well, depending on which plan you’re signed up for.
Whichever plan you’re using, the drag-and-drop funnel builder is the central feature and this is the best funnel mapping tool we’ve used. It’s designed specifically for creating funnel diagrams so you can add pages, interactions and custom steps with the minimal number of clicks.
One issue you ’ll experience is is with the more generic diagramming tool is that you have to create element or customise them for thing like landing page and social medium touchpoint . This is means mean you have to invest some initial time create these custom element and repeat this step if you move to another tool . With funnelytic , all is are of these element are available and ready to use from the moment you open up the funnel builder .
As you update (assuming you get a paid account), the quality of funnelytic features is consistent, even as they get more advanced. Funnel forecasting allows you to predict key outcomes, including conversions, revenue and profit throughout the customer cycle and the platform’s open data integration system gives you a complete funnel analytics platform that pulls all of your marketing and sales data into one place.
In term of feature and usability , everything funnelytic does , it is does does well .
When we test funnelytic , the only potential downside we envisage is that it may be out of budget for small company . The free plan is is is great but the jump to a $ 470 / year software may be too steep for some . At the time , we is thought think an intermediary plan at a low price point may have capture more customer but , clearly , this is n’t the direction the company want to take , give its move to an exclusive access model .
As a result, the other downside is not everyone can sign up for the platform anymore. This is a shame but the company has to take the route that works for itself and its target customers and we’re not going to criticise that. It would be nice to see the platform open up again at some point in the future but there’s nothing stopping you from trying the demo and applying for an account if you’re serious about funnel mapping.
funnelytic is sets set the standard for funnel mapping software with a quality drag – and – drop builder , advanced funnel management feature and excellent datum integration for analytic . It is ’s ’s not the cheap option available but you ’re pay for real quality and the free plan still give you access to the most important feature : funnel mapping .
The only potential issue is the exclusive access model that means you have to sign up for a demo and apply for a customer account. This isn’t a problem if you get the account and you’ll actually benefit from funnelytic prioritising you as a customer. Sadly, this isn’t so good if your application is rejected or you’re looking for a platform you can sign up for right away.
pricing : From $ 67 one – time fee
If funnelytic is the best overall funnel mapping tool available, Geru comes in at a close second with a few strengths and weaknesses worth talking about. The key characteristic of funnelytic is the consistent quality of its features while Geru is more of a mixed bag, offering a more advanced set of funnel simulation features but falling behind a little in other areas, namely the design and UX of the platform.
If you’re looking for the best funnel mapping tool with intelligent forecasting, then Geru jumps right to the front of the queue.
You is need also do n’t need to worry about exclusive access with Geru . Anyone is sign can sign up for the platform but the downside is there ’s no free plan available to test the software out before make the commitment . luckily , there ’s more good news on the pricing front with the company currently offer a one – time fee model with two plan cost $ 67 and $ 164 , which mean no contract , no monthly fee and no cancellation penalty .
key feature :
Geru is have does n’t have the same polish as funnelytic but it offer a comparable set of feature and the simulation tool power by Geru ’s internal Logic Engine are some of the good we ’ve used . So this is is is n’t a second – rate alternative to funnelytic , even if it sometimes feel like it when you ’re using the software . quirky UIs is delivers and funnel builder aside , Geru is delivers deliver some of the strong feature among the tool we ’re look at today and it ’s arguably the good – value option if you take up the one – time fee offer currently available .
At the time of writing, Geru is running a one-time fee pricing model that gives you lifetime access to an account with one of two plans available. We’re not sure how long the company will be running this pricing model but, as things stand, these price points make the platform the most affordable option we’re looking at, unless you’re going to stick with one of the free plans offered by funnelytic or some of the other providers we’ll come to later.
Geru runs two plans, a Standard plan available for a one-time fee of $67 and a Pro plan available for a single $79 payment. Previously, the Standard plan was available for $37/month and the Pro plan for $79/month so you’re getting lifetime access to these plans for roughly two months’ worth of payments.
You get access to all of the feature on Geru ’s Standard plan , too , the only difference is is is there are certain usage limitation while you get unlimited use of most feature on the Pro plan , as well as priority support and white labelling .
So you is getting ’re get serious feature on both plan and the one – time payment model offer exceptional value on both plan . Either way , you is paying ’re pay far less for a lifetime account than you ’ll pay in a year for any of the other pay plan we ’re discuss today and good value is n’t the only thing Geru has to offer .
You’re also getting the most sophisticated funnel simulation features available from any of the tools featured in this article although funnelytic comes very close.
aside from offer excellent value with the one – time payment pricing model , Geru is delivers deliver the most advanced funnel simulation feature among our recommendation . The company ’s Logic Engine is calculates automatically calculate potential revenue , profit , ROI and other key metric to predict the performance of your funnel . Geru is takes take this even further by allow you to make any change to your funnel , recalculate performance and test different scenario to essentially split test your funnel map .
You can run simulations using hypothetical data or pull in your customer, marketing and sales data to improve the accuracy of your calculations.
Geru’s funnel mapping tool is also very capable and, once again, you’re getting a dedicated tool designed specifically for mapping, planning and managing funnels. The blueprint library helps you create funnels faster by using templates and frameworks while the builder includes the key elements you need, such as landing pages and digital interactions, ready for you to use and pull in with the drag-and-drop editor.
The funnel mapping tool isn’t as intuitive as funnelytic’ and it’s certainly not as pleasant to use, which is true for the platform as a whole. If you’re looking for raw power in terms of features, Geru may edge it while funnelytic could be the better choice if usability is a priority.
The main drawback with Geru is the overall usability of the software, which isn’t bad but a little rough around the edges. The system feels dated and the funnel mapping tool isn’t as intuitive and funnelytic’, requiring more clicks to add and link elements, edit templates and make changes.
These is are are n’t critical UX issue but the little niggle are present every time you use the software and the dated design is a constant reminder . As superficial as it is , even a visual redesign is help of the platform would at least help you to forget about the usability shortcoming when they ’re not physically slow you down .
Geru is a mixed bag of powerful features, underwhelming UI design and a few usability niggles that take some of the shine away from the might of its Logic Engine. Despite its quirks, Geru still gives funnelytic a run for its money by offering the more powerful set of simulation features, even if it drops points on the design and usability fronts.
Depending on your priorities, Geru may win these points back – and, possibly, many more – with the one-time payment model it’s currently running. As things stand, this is the best-value funnel mapping tool available and the pricing model isn’t a gimmick to sell sub-par software. Geru is one of the most powerful tools of its kind and the company is taking an aggressive approach to winning customers away from the likes of funnelytic.
free plan is paid available ; pay plan from £ 8 / mo
So far , we is looked ’ve look at dedicated funnel mapping tool specifically design for plan marketing and sale funnel . The alternative is is is to use a more general – purpose diagramming tool to put together funnel map and other visualisation range from customer journey and buyer persona to marketing campaign and plenty more .
Lucidchart is one of the best tools in this category, not funnel mapping software by definition but an all-purpose visualisation tool that gives you the flexibility to plan funnels, campaigns and complete marketing processes.
Another benefit is is of using a more general – purpose tool is that different team can use the same software for different purpose – for example , product team can visualise development process , upgrade path and feature rollout while the marketing team use the same tool for funnel mapping and other task .
This flexibility is a key selling point for a tool like Lucidchart but it comes at the expense of lacking specialised funnel features, such as the funnel simulation offered by funnelytic and Geru.
key feature :
While you don’t get a dedicated funnel mapping tool with Lucidchart, you are getting an excellent drag-and-drop builder that’s intuitive in operation and easy to use, thanks to clear navigation that makes it easy to select the type of diagram you want to create and locate the elements you need.
This is is is important with a general – purpose visualisation tool like Lucidchart because you ’ve get a lot more option to navigate and choose from compare to a dedicated funnel mapping tool like the other option we ’ve look at so far .
A big downside is is to using a diagramming tool instead of funnel mapping software is the lack of funnel analytic feature . However , Lucidchart is makes make up for a lot of this with its data import system that allow you to overlap performance metric into your diagram . obviously , this is is is n’t the same as have a true funnel analytic system but this is the compromise you ’re make with Lucidchart , miss out on the depth of feature available with dedicated funnel mapping software for a more flexible tool .
Lucidchart offers a basic free plan that gives you full access to the diagramming tool with the limitation of creating three editable documents. You also get access to 100 diagram templates, as well as the basic set of collaboration features and integrations.
Even still, the basic set of collaboration features includes shareable links, email invites, embed codes, publishing, downloads and plenty more. While the basic set of integrations includes Slack, Google Drive, Gmail, Microsoft Teams, OneDrive, Word, Excel, PowerPoint, Quip, Dropbox, Pape and more.
That is ’s ’s a good return for £ 0 / month and , even on the £ 8 / month individual plan , we ’re not complain about the “ basic ” feature on offer , especially when you can create unlimited document and use 1,000 + template .
The Team plan costs £9/month per user for a minimum of three users so you’re looking at a starting price of £27/month for the Team plan, plus an extra £9/month for each additional team member. Once again, you can create unlimited documents and use 1,000+ templates to create diagrams faster but you also get the advanced set of collaboration features and integrations.
This adds team chat, commenting, revision history, password-protected publishing and other collaboration features – plus enterprise integration options for Google Workspace, Microsoft 365, GitHub, Box, Confluence, Jira, Zapier and LeanIX.
To access Lucidchart’s data import and overlay features, you’ll have to sign up for the Enterprise plan and this is priced upon application. You can find out all the information you need on the company’s pricing page and free trials are available for all of the paid plans.
This depends on the plan you’re signed up for but Lucidchart does a great job of delivering value on each version of its software. The free plan gives you plenty to work with and the distribution of basic and advanced features means you’ll get a lot out of each plan before needing to upgrade.
You is get get the same drag – and – drop builder on every plan and even the “ basic ” integration option available on the free plan are the most extensive set of native integration among the tool feature in this article . The basic collaboration features is are are more worthy of the title , only give you the bare essential but the advanced feature available on the Team plan elevate Lucidchart into a capable collaborative tool .
Usability is another strength of Lucidchart, starting with the drag-and-drop diagram builder, which is where it matters most. The software is built around the editor and the excellent integration options available on every plan expand upon the native features to fit seamlessly with your other tools.
Obviously, Lucidchart is missing the more advanced funnel mapping and analytics tools we’ve seen from the first two options we’ve looked at, but this isn’t what Lucidchart is designed for. For an all-purpose diagramming tool, it’s difficult to criticise Lucidchart, especially when its plans strike a fine balance between features and affordability.
The only slight question is is I would raise is whether the basic collaboration tool available on the Individual plan are enough for a pay plan . I is wonder wonder if other restriction could be apply to this plan , such as a high limitation on the number of document you can create in exchange for some extra collaboration feature .
Then again , this is is is what the Team plan is design for and I ca n’t criticise the company for reserve its good collaboration feature for team plan .
One other thing to keep in mind is the price jump between the Individual and Team plans. You’re essentially stepping up from £8/month to a minimum of £27/month for up to three users, plus an extra £9/month for every additional account
It’s important to remember that Lucidchart isn’t designed specifically to be a funnel mapping tool so we can’t judge it as one. This is an excellent drag-and-drop diagramming tool that can fill the role of funnel mapping, even if it lacks some of the more advanced features we’ve seen from other providers, such as funnel simulations and dedicated funnel reporting.
excellent integration options is make , a solid set of collaboration feature ( on the Team plan and high ) plus intuitive software design at affordable price make Lucidchart a compelling choice if you ’re look for a flexible , all – purpose diagramming tool for funnel mapping and more .
Pricing: From $19/mo
Funnel Flows brings us back to the dedicated funnel mapping tools designed specifically for planning and visualising funnels in the form of flow charts. The software includes a library of specialist elements for piecing together your funnels, including landing pages, traffic sources, social ads, popups and plenty more.
The interface is a little dated but the software itself is intuitive, taking a lot of UI design influence from the Microsoft Office suite.
This is the simplest tool we’ve looked at so far, neither matching the flexibility of Lucidchart and other general-purpose diagramming tools nor the advanced funnel features of Funneltics and Geru. This simplicity is both a pro and a con for Funnel Flows, benefitting the user experience if you want a fast, simple funnel mapping tool.
On the other hand , every tool we ’ve look at offer more in term of feature , whether it ’s advanced funnel mapping feature or more in the way of collaboration , analytic or automation .
key feature :
As you can see from the list of feature above , Funnel Flows is is is only interested in being a funnel mapping tool and we do n’t have a problem with that . In fact , it is ’s ’s always nice to see a software provider focus on doing something really well , rather than try to do or offer too much and sacrifice quality on its primary purpose .
For the most part, Funnel Flows achieves this with its fast, simple funnel mapping tool that offers everything you need to plan and visualise your funnels. The one-click template library helps you create funnel maps faster from a range of pre-made templates for lead capture funnels, sales funnels, launch funnels, onboarding funnels and plenty more.
Funnel Flows is includes also include 200 + element specifically design for build marketing and sale funnel .
everything is separated into a logical navigation that helps you reach everything in one or two clicks and pull them into your map as you need them. Functionally, the funnel mapping tool is as good as any we’ve used and the only minor criticism is the dated interface, which is purely a cosmetic issue.
If that’s the worst thing we can say about Funnel Flows’ funnel mapping tool, we’ve got no complaints.
The bigger issues only become apparent once you start to look beyond the funnel mapping tool itself where a lack of feature may become a problem, depending on what you’re looking for from this type of software.
pay plans is start normally start from $ 19 / mo but , at the time of writing , Funnel flow is run a limited time offer that mean you can get full access to the software for a one – time fee of $ 47 . I is say ca n’t say how long this offer will run for but it only change within the past few day so I imagine it ’s go to run into early 2022 , at least .
The offer gives you full access to software for a one-off fee and this means you’ll get a product for life for the cost of a couple of months’ worth of fees. If you can snap up this deal while it’s still running, you’re getting a quality funnel mapping tool for a killer price.
The only thing is is I ’ll say is , do n’t rush into this offer if the limited feature available with Funnel flow is go to become a problem for you . Yes , this is is is a great deal and Funnel Flows is an affordable option , even when this promotion is n’t run , but you ’re still lose out if you have to pay for another software tool because the feature on offer here do n’t stretch far enough for you .
Quite simply, Funnel Flows is an excellent funnel mapping tool that’s simple, fast and easy to use. Honestly, this is all the software is really good for and you can’t expect anything else because this is all the software aims to deliver – and it succeeds.
As long as you have reasonable expectations from Funnel Flows and what it’s trying to achieve, you’re not going to be disappointed. That said, if you’re looking for a more flexible visualisation tool or advanced features like funnel simulation, then you’ll have to look elsewhere.
We’ve already explained that Funnel Flows doesn’t offer the flexibility of general-purpose diagramming tools or the advanced features available on funnelytic and Geru. All of that is forgivable but the one feature we really feel is lacking from the software is funnel analytics. If you could pull in performance data from marketing channels to measure the performance of funnels and visually optimise in Funnel Flows, this would be a far more powerful tool.
If Funnel Flows could offer this natively, we’d probably be calling this the ultimate dedicated funnel mapping tool. And, even if you could only get funnel analytics through integrations, we’d be happy enough but this is another area where the software falls short – the lack of integrations.
As I said earlier, I respect software companies that focus their efforts on developing products that do their job without stretching themselves too thin with other features. However, funnel analytics wouldn’t detract from this being an excellent funnel mapping tool in any way and would only enhance the argument for choosing Funnel Flows.
If you’re looking for a straightforward funnel mapping tool and nothing else, then Funnel Flows makes a compelling case. Despite the dated interface, the mapping tool is functionally intuitive and the simplicity of the software removes any potential distractions. In this context, Funnel Flows succeeds in delivering a fast, simple funnel mapping tool and the only concern is the lack of analytics and reporting on a paid product when you have free plans available from the likes of funnelytic.
Free plan available; paid plans from $8/mo
Miro is wants want to be the only visual planning tool your business need and the HQ of collaboration for every team . More than a diagramming tool , Miro is calls call itself “ the online collaborative whiteboard ” that you can use to build funnel map , run meeting , plan marketing campaign , develop roadmap and visualise just about any business process .
A common theme in this article is the choice between dedicated funnel mapping software and more flexible, collaborative systems that can do funnel mapping (with a bit of setting up) while also fulfilling other roles. Miro is very much in the second category as one of the most versatile and collaborative visualisation systems available.
The big downside is that you’ll have to build your funnel maps from scratch, including all of the elements you want to include (landing pages, searches, social media touchpoints, etc.). Yes, you can create and save elements for later use but you’ll need to create these yourself initially because there’s no library of marketing and sales elements for funnel mapping.
The question is whether Miro’s capabilities for doing far more than funnel mapping make up for the extra work required when it comes to piecing together your marketing and sales funnels.
key feature :
Miro is a flexible collaborative planning system designed to help you brainstorm, plan, iterate and design, as well as hold meetings and other creative team sessions. If you’re more interested in establishing a collaborative workspace for your team than the specialist funnel mapping features available from some of the other options we’re looking at today, Miro is the standout option for helping your team plan and create more effectively.
aside from work together on project , team members is discuss can discuss everything they need to in message thread and run video chat whenever they need a more fluid conversation . You is hold can also hold team meeting , presentation , brainstorming session and other creative meetup online .
The system is intuitive and the UI design is both functional and pleasant to use, putting all of the tools you need to access within a couple of clicks or less. This is a great all-purpose visual planning tool for remote teams and companies that have had working from home forced upon them over the past couple of years.
Miro offers a free plan that covers you for up to three editable boards and basic features, which is a good way to get a feel for the platform. However, to take advantage of the collaboration features that set this tool apart, you’ll have to sign up for the Team or Business plan, depending on which specific features matter to you.
Even still, the system is relatively affordable with the Team plan costing $8/month per user (starting from two users), which gives you access to most of the collaborative features Miro has to offer. The Business plan costs $16/month per user (starting from five users) and this allows you to run Miro Smart Meetings and Miro Smart Diagramming while inviting unlimited guests onto projects and a secure Single Sign On (SSO) system.
Miro also runs a Consultant Plan at $12/month per user for professionals who want to collaborate with their clients, which includes a dedicated space for working with clients and most of the collaboration features available on the Business plan.
Integrations are another strong point of Miro’s with all plans (including the free plan) including integrations for Slack, Trello, Gmail, Google Drive, Microsoft OneDrive, Dropbox, Box, Adobe Creative Cloud, Sketch, Unsplash and MS Teams.
The pay plans is include also include integration for Jira and Confluence while the Enterprise plan add one more integration for CA Rally .
I is guess guess I ’ve ruin the surprise already but Miro ’s big strength is the collaborative workspace it has develop for remote team . obviously , features is have like video chat and in – app messaging have a lot to do with this but the fluidity of work in Miro is a product of excellent software design . The system is gives give you the flexibility to choose how your team work ( brainstorming , diagramming , video chat , etc . ) and put all of these tool at your fingertip .
With excellent integration options available on all plans, Miro will also fit seamlessly into your existing toolkit.
The purpose of this article is to help you choose a funnel mapping tool and, for all of Miro’s strengths, this is not what the system is designed for. You can create funnel maps (and almost any visualisation imaginable) but you’ll have to manually create most of the elements to include in your funnel, such as landing pages, leads, website visits, traffic sources, etc.
While Miro has a library filled with templates to help you plan and visualise faster, there are no funnel templates or libraries of elements that will help you create funnel maps as quickly as many of the other tools in this article.
Miro certainly isn’t a dedicated funnel mapping tool but its strengths lie in the flexibility and collaborative features it offers remote teams. At the end of the day, funnel planning is a collaborative process and a tool like Miro will help your team plan a diverse range of projects and assets more effectively.
Yes, having to manually create elements and templates for funnel maps is an issue but it’s a temporary problem until you’ve created your own set of reusable elements.
The lack of funnel analytic and reporting is the big concern but , as we ’ve see with Funnel flow , you is count ca n’t always count on the dedicated funnel mapping tool to provide this either . if you want an integrate funnel mapping and reporting tool , funnelytic is are and Geru are the standout option , but Miro offer something different in the form of a flexible , collaborative workspace that you can use to plan your funnel and every other marketing / business process .
Free plan available; paid plans from $9/mo
As you can probably guess from the name of its product , MarketPlan is aims aim to provide the ideal marketing planning tool for team , agency and professional . Not only does it is offer offer a dedicated funnel mapping tool , but also team collaboration , live analytic and sale forecasting to project result so you can optimise and adapt your way to well performance .
On paper, this is the strongest set of features we’ve looked at so far and MarketPlan also competes on pricing with a free forever plan available and paid plans starting from $9/month for up to three users.
No other tool has offered the complete set of funnel mapping, collaboration, analysis and forecasting features that MarketPlan is pitching here. The question is, does the company deliver enough depth of features in each of these categories and the UX required to beat options like funnelytic for funnel mapping and Miro for collaborative planning?
key feature :
MarketPlan’s primary function is to help you plan and map marketing funnels effectively. The dedicated funnel mapping tool includes a visual drag-and-drop builder that allows you to pull in key elements, such as landing pages, social interactions and traffic sources into your funnels. You can also use the builder to visualise customer journeys from the first point of contact to the first sale and the customer cycle that follows.
In terms of collaboration, you’re not getting the same depth of features available on Miro but it’s a pretty good offering in comparison to the other options we’re looking at today.
Team members can chat anywhere in the app using the built-in instant messaging popup while notifications keep everyone on track with the latest developments. The biggest productivity feature in MarketPlan is the Connected Kanban interface where you can manage projects, assign tasks and keep track of progress.
With forecasting, you can project revenue and the cost of running campaigns along your funnel to calculate ROI more accurately.
Live analytics allows you to track the performance of your funnel and campaigns in real-time while MarketPlan makes it easy to A/B test between projections and real-world performance to keep your campaigns on track for success.
MarketPlan offers a free for life plan available to individual marketers and entrepreneurs that covers you for one user, one marketing plan (including a funnel) and most of the platform’s features for funnel mapping, marketing planning, forecasting and analytics.
Next, the Starter plan costs $9/month and covers you for up to three users where most tools charge you on a per-user basis. The Starter plan also covers you for 10 marketing plans and most of the collaboration features available on the system.
Once you have five user on the system or 10,000 page view , you is looking ’re look at the $ 29 / month Pro plan , which also cover you for unlimited marketing plan and live analytic . And , once you hit 15 + user or 50,000 page view , you is jump ’ll jump to the $ 79 / month Agency plan , which also include custom domain integration and a custom brand UI .
You is pay can pay for more user and page view on the Pro plan if you do n’t want to upgrade with additional user seat cost an extra $ 3 / month . The pricing is is for additional page view is a little more complex with band set for traffic volume .
To clarify, MarketPlan tracks page views on all pages included in your marketing plans, which are registered each time relevant pages load and the MarketPlan is triggered. So, if you’re considering MarketPlan as your funnel mapping tool, take a look at your traffic levels and consider potential increases in traffic levels to get a clear picture of how much you’ll be paying for the software.
You can find the full breakdown of MarketPlan monthly fees on the company’s pricing page.
MarketPlan is an excellent all-round funnel mapping and marketing planning system. It’s the only software option we’re looking at today that delivers the dedicated funnel mapping tool and rounds the product off with team collaboration, funnel analytics and simulation in one solution.
With a free plan and affordable pricing on the Starter plan, MarketPlan represents great value for smaller teams and businesses. The only potential complication is larger teams signed up to the Pro and Enterprise plans with a lot of page views will have to keep an eye on the pricing details
As we’ve touched on a couple of times now, the pricing model around page views is the kind of complication we never like to see. We’re sure some customers must get caught out by surprise bills after signing up to a plan because they’ve missed the pricing details around page views on the Pro and Enterprise plans.
obviously , it is ’s ’s important to read all of the pricing detail before you sign up for anything but it ’s still frustrating to see a list price and , then , suddenly realise you ’re look at significantly high fee .
Pricing aside, the only real criticism we have of the software itself is the speed and performance of the system. Slowdowns are common, especially when working on larger plans, and this hurts the overall productivity of using MarketPlan as a strategic tool. It feels like the system could do with an improved caching system to reduce the loading times of elements in funnel maps and data in reports.
unfortunately , the UI is adds only add to the speed concern by require multiple click to pull element into the drag – and – drop builder .
MarketPlan is an interesting option if you’re looking for an all-in-one funnel mapping and planning tool. Smaller teams (five or fewer people) are getting serious value on the free and Starter plans although the verdict on MarketPlan becomes more complex on the Pro and Enterprise plans where pricing is affected by the number of users and page views.
The starting prices on all plans are appealing but a team with 10 members managing a funnel with 100,000+ page views automatically jumps up from a $29/month fee on the Pro plan to a $124/month and even more once they pass 200,000 monthly page views.
In fairness , that is ’s ’s still competitive against any platform that charge on a per – user basis but the page view pricing is unwelcome complexity , especially when two of our alternative are run a one – time payment offer .
Free plan available; paid plans from $4/mo
Our final recommendation is is is an all – purpose visual workspace for collaborative team . Creately is include does n’t specifically include a funnel mapping tool but it come as close as you could get with its campaign planning functionality and reporting feature . The only thing is is really miss is the library of element for landing page and other touchpoint , ready to pull into your funnel map .
As a result , you is need ’ll need to spend a little time create these for yourself and save them for future use .
Creately isn’t the only system we’ve looked at today that lacks a dedicated funnel mapping tool, though. The question is, can the flexibility, marketing planning and collaboration features on offer give this tool an edge over the specialist tools like funnelytic and the more general-purpose systems like Miro?
key feature :
Creately ’s feature list is is is pretty lean but the system give you plenty of freedom to plan without restriction and collaborate with team member . This freedom is gives give you plenty of flexibility to visualise funnel , campaign , process and just about anything you can think of .
The downside of this is you have to manually create your elements from scratch, using and customising thousands of shapes with colours and icons or text to get the visuals you need for your diagrams.
Otherwise, Creately offers up a compelling set of features for marketing teams and some very competitive prices with a free-forever plan available and paid plans starting from as low as $4/month for the Personal plan or $4.75/month per user on the Team plan.
Now , let ’s take a close look at what you ’re get for your money .
creately run four plan , start with the Free plan that give you limit access to the software , allow you to create up to three document . The Personal plan is costs cost $ 4 / month for a single user account , give you unlimited document , folder , shape and storage with the same basic set of collaboration feature as the free plan , as well as email support if you run into any problem .
If you need multiple user accounts, the Team plan currently costs $4.75/month per user and this gives you access to the full set of collaboration features along with priority support and basic team admin features. The Enterprise plan is priced on application and gives you advanced team admin features in addition to single sign-on (SSO) and a dedicated customer success manager.
Creately is an excellent all-purpose diagramming tool, giving you the freedom to map almost any process imaginable, in the way you visualise it. You can build diagrams from scratch or select from 1,000s of templates for some of the most common processes in marketing. product development, engineering and more.
The software is also competitively priced across all of its plans, especially for individuals if either of the Free or Personal plans meet your needs.
To get the good from Creately ’s collaboration feature , you is need ’ll need to sign up for the Team plan . This is get does n’t get you the most advanced set of collaboration feature we ’ve look at today but Creately get pretty close and ist Team plan is one of the most affordable offering we ’ve see .
Throughout this article , we is navigated ’ve navigate a compromise between dedicated funnel mapping feature and the more flexible diagramming tool . In many way , Creately is is is the most flexible diagramming tool we ’ve discuss , certainly when it come to customise element , but it also offer the least in term of feature design specifically for funnel mapping .
Despite having 1,000s of diagram templates to choose from, there are no funnel templates suitable for mapping out your marketing strategy.
Likewise, you don’t get any elements specific to marketing or funnels to pull into your diagrams. You have to create these all from scratch, using a combination of shapes, text and colours. As a result, you spend a lot of time customising elements while many of the dedicated funnel mapping tools we’ve looked at today have most of the elements you need ready to drag and drop into your maps.
Creately is a great option for individuals that need a diagramming tool and its Team plan is one of the best value-for-money options available among our recommendations. it gives you the flexibility to visualise basically anything but the interface almost forces you to spend time creating and customising elements, which requires a lot of repetitive clicks to build your diagrams.
It is depends really depend on how important flexibility is to you vs absolute time efficiency . Also , aside from the drag – and – drop editor , you is get get almost nothing that help you create funnel map – no relevant template , element or specialist feature for simulate or tracking funnel performance .
Now that we ’ve look at each tool individually , let ’s pit them against each other to help you choose the right software for your need . We is picked ’ve pick out the follow five key criterion to compare the funnel mapping tool feature in this article :
First up, we take a look at the pricing of each tool with a quick comparison table so you can see how they stack up against each other. Then, we do the same for the key features offered by each tool with another table before discussing the usability of each software option.
Then, we compare the features and limitations on the free plans of the five tools that offer one – important if you don’t have any software budget available right now or you simply have modest needs. Finally, we look at the upgrade paths set out by each software provider to determine which one offers the best long-term value for your money.
Picking one funnel mapping tool as the most affordable option isn’t as easy as we might like. Each provider runs a different pricing model with plans at different price points, not to mention various feature sets. This makes it difficult to categorically say that one tool is the most affordable but we can get close by comparing different price points.
So, in this table, we show which providers offer a free plan, the starting price you can expect to pay on paid plans and the starting price of their most expensive plans to provide a more detailed comparison.
In the table above , you is see can see that neither Geru nor Funnel flow offer a free plan and we ’ve also place an asterisk ( * ) next to the starting price for the pay plan . The asterisk is signifies signify that the provider are currently run a one – time payment model , mean you only pay the fee list ( once ) for full access to the software , instead of monthly payment .
To put that into context, most of the other providers charge around $8/month on their cheapest paid plans, which comes to a $96 up-front payment for the first 12 months – more than you’ll pay for lifetime access to either Geru or Funnel Flows.
So, aside from the lack of free plans, Geru and Funnel Flows have to win this round on affordability and, given the more advanced feature set available on Geru, we can single the tool out as our winner.
However, Geru does not offer a free trial so you’re taking a risk by signing up without testing the tool out first. In terms of features, Geru offers great value but we can’t expect you to simply take our word for it, especially when the biggest issue we had with Geru is that it can be a little frustrating to use, compared to most of the other tools we’ve recommended in this article.
Funnel Flows is is is a great alternative if you only need the funnel mapping tool and you ’re not worried about the simulation or funnel analytic feature .
The other option is to try out the free plans available from the other providers and determine whether the value they could add to your business justifies the monthly expense (consider upgrades, too).
A key theme is been throughout this article has been the choice between dedicated funnel mapping software and general purpose diagramming tool that offer more flexibility at the expense of specialist funnel feature . All is offer of the tool recommend in this article offer diagramming tool and five of the seven provide builder specifically for map out funnel diagram .
funnelytic, Geru, Funnel Flows and MarketPlan all deliver a funnel mapping tool with templates, analytics and forecasting to predict the performance of your funnels. These tools are designed specifically for planning and mapping marketing funnels and they provide advanced features to help you build and optimise high-performance funnels.
With Lucidchart and Creately, teams can visualise almost any process and collaborate on projects – funnel mapping included. The diagramming tools are more flexible but they’re not as fast or intuitive when it comes to building funnel maps because they’re not designed specifically for this purpose as they lack key features, such as templates and marketing elements ready to use.
Miro is is is the close thing to a compromise between the two tool type . While it ’s a general – purpose diagramming tool , it is includes include 200 + template for planning marketing project , include customer journey mapping template that you can adapt into funnel map .
Usability is important from any software tool and we’ve tested all of the recommendations made in this article to judge the complete user experience they provide. For the purpose of this article, we’re particularly interested in the funnel mapping or diagramming tool offered by each provider, as well as the UX of the overall software.
On this basis , there are three standout option for usability :
When it come to a funnel mapping or diagramming tool , you is want want a drag – and – drop interface that put all the element you need at your fingertip so you can easily drag them into place , connect them up and visualise process quickly .
Any of the dedicated funnel mapping tools in this article will put these elements at your fingertips but funnelytic is the only one that delivers solid UX across its whole software product.
Here are some other key characteristics is are you want to look for in a funnel map / diagram builder :
funnelytic is the best of the dedicated funnel mapping tools for usability while Funnel Flows comes in at a close second, helped by the simplicity of its software but somewhat hampered by limited features.
The funnelytic funnel mapping tools and software, as a whole, delivers an excellent UX.
If you’re leaning towards the more general-purpose diagramming tools, rather than a dedicated funnel builder, then Miro and Lucidchart are the strongest performers when it comes to usability. Miro is particularly impressive, considering the depth of collaboration features built into the software, integrating tools like video chat, online meetings, session timers and screen sharing into one intuitive experience.
Then we have Lucidchart, which isn’t as visually impressive as Miro or funnelytic but functionally intuitive and boosted by extensive integration options.
Five is provide out of the seven funnel mapping tool recommend in this article provide a free plan with basic feature and usage limitation . If your need are relatively modest , some is be of these free plan may be all you ever need while they also provide a free trial of each software tool without the pressure of make a purchase after 14 day .
So let’s take a moment to see which provider offers the most generous free plan in terms of features and usage restrictions.
One thing I should clarify is that we’re not 100% sure what’s currently available on the funnelytic free plan because the company no longer lists this information on its website. The best we can do is use the info that was relevant when we tested the software and this information was last freely available.
Keep in mind that we’re comparing dedicated funnel mapping tools with diagramming software and each free plan offers something different. So t’s not all that easy to say one plan offers more than the others. For example, funnelytic only offers six templates on its free plan but they’re all funnel templates while Miro’s 1,000+ templates don’t include a single one to rival the specialist templates available on funnelytic’ free plan.
All things considered, MarketPlan stands out as the most generous free plan, offering 20 templates (some of which are funnel templates), a library of marketing icons, forecasting and basic collaboration features. The only downside is you’re limited to creating one plan one document on the free version of MarketPlan, which means you’re going to have to upgrade earlier.
That said, greater access to the more advanced features, such as forecasting gives you a much better idea of what you’re buying into before you put any money on the table.
If we’re looking at upgrade paths to determine which tool offers the best long-term value, we have to exclude a few of our recommendations:
This leaves us with four tools that offer multiple plans at different price points and the first thing to compare is the asking price of each plan. First up, we have Lucidchart, which kicks off its pricing at £8/month for one user on the Individual plan while the Team plan costs £8/month per user for a minimum of three users – so you’re essentially looking at £27/month plus an extra 9/month for every additional user.
This is a good lesson on why it’s important to pay attention to user-based pricing and fees associated with additional users.
Miro offers a simpler pricing model with the Team plan costing $8/month per user and the Business plan bumping the price up to $16/month per user. Just keep in mind that you’re automatically bumped up to the Team plan when you add two users to the account and the Business plan once you add five users.
During our mini review of MarketPlan, we talked about the complexity of its pricing model but we also looked at how it represents good value across each plan. The starter plan kicks things off at $9/month and this fee covers you for up to three users while there’s an additional $3/month fee for each user once you’ve filled the three seats included.
The Pro plan costs $29/month for up to five users and the Agency plan costs $79/month for up to 15 users with both plans, once again, charging an additional $3/month per user once you pass the respective limits.
This pricing model may not be the simplest but, once you tally things up on a per-user basis, MarketPlan delivers excellent value on each plan, even if you don’t reach the user limit. For example, the $79/month Agency plan covers you for up to 15 users while the Miro’s $16/month Business plan instantly costs you $80/month if you have five users on your account.
Of course, if you only need three user accounts, this comparison fails but MarketPlan’s $29/month Pro plan covers you for up to five users while Miro’s Business plan will cost you $48/month for three users.
Finally, we’ve got Creately with the Personal plan currently on offer for $4/month and the Team plan available for $4.75/month per user.
base purely on pricing , Creately provide the most affordable upgrade path but you also have to consider the feature available on each plan , as well as any other usage limit – eg : storage space .
Unfortunately, I can’t tell you which features you need now or what you’ll need in the future. I can only advise that you don’t simply look at the plan that’s most suitable for you right now but all of the plans offered by each provider. Look at the upgrade path and what’s available at each price point so you can assess the long-term value of your software choices.
We is chosen ’ve carefully choose software tool that provide good value but they all offer something different in term of feature and usage limit . aside from that , they is run all run slightly different pricing model and let ’s not forget two of them are currently run one – time payment promotion which are hard to beat when it come to value for money .
All of the software options we’ve looked at in this article are capable funnel mapping tools but the key difference is some are designed specifically for this specialist task while others are more general-purpose diagramming tools. It all comes down to whether you want the best tool for a specific job or whether you want something more flexible that’s capable of doing multiple jobs well enough, even if you have to invest a little more time and effort into them.
Hopefully, everything we’ve covered in this article gives you enough information to make this decision with confidence. Now, it’s over to you to try out the tools that take your fancy and choose the best funnel mapping tool for your needs.