7 Best SOP Tools For Build Better Marketing Processes in 2025

Standard Operating Procedures (SOPs), which are a set of step-by-step instructions to guide team members through routine tasks, ensure tasks stay consistent and simple. Good SOP tools manage these procedures effectively. This article lists seven SOP tools that improve marketing outcomes.

Why do Marketing Teams Need SOP Tools?

Without clear instructions, team members can lose valuable time. SOP tools provide direct guidance, relieving marketers from the burden of confusion and allowing them to focus on more creative work.

Benefits of SOP Tools:

• Fewer task errors
• Faster employee training
• Consistent marketing efforts
• Higher employee productivity

Common Marketing Tasks That Benefit From SOPs

If you’ve never used or developed any SOPs before, here are some examples to help you better understand how they can help with your marketing tasks:

• Content Creation and Approval: Workflows guide drafting, reviewing, and publishing content. Approval steps prevent delays.
• Social Media Management: Procedures schedule posts, engage audiences, and track performance.
• Email Marketing Campaigns: Template design emails. Testing happens before sending. Reports follow clear standards.
• Lead Generation and Nurturing: Systems capture leads. Follow-ups use set timing. Conversions get tracked.
• Market Research and Analysis: Methods collect data, the frameworks analyze it, and decisions follow protocols.

The 7 Best SOP Tools for Marketing Teams

Usewhale: All-in-One SOP and Task Hub

Usewhale is a centralized platform for creating, managing, and sharing marketing SOPs. It helps busy marketing teams standardize their processes and workflows. Its AI assistance and screen-recording features will convince you to consider it user-friendly, especially for teams needing quick documentation.

Key Features:

• A centralized platform for all marketing SOPs
• Built-in AI assistance for drafting procedures
• Offers screen recording for visual guides
• Easily import existing marketing documents.
• Task assignment and tracking

Benefits:

• Fast employee onboarding
• Fewer errors through clear instructions
• Better team productivity and collaboration

Pricing:

• Small teams: Free for up to 5 users
• Growing companies: $99/month for 10 users; additional users at $10/month
• Larger organizations: Custom pricing
• Non-profit discount: 20% off

Integrations:

• 20+ Popular integrations like Google Drive, Slack, BambooHR, and HubSpot.

A restaurant supplies retailer, Cash-wa Direct, slashed their employee onboarding time by 50% with Whale.

SweetProcess: Simplified SOP Documentation

SweetProcess focuses on documenting and sharing marketing SOPs, which is ideal for small teams looking to rework their processes. Since the platform is easy to use, teams can use it easily for uniforming various components of the wider marketing processes.

Key Features:

• Easy SOP creation and management
• Task assignment for accountability
• Permission controls
• Central knowledge storage

Benefits:

• Uniform task performance
• Simple daily operation management
• Easy tracking of task completion

Pricing:

• It starts at $99/month for up to 20 active members; additional members at $5/month

Integrations:

• Zapier integration with thousands of apps

If you’re considering giving it a spin, be mindful that it works best for small businesses and startups. Hence, it may lack advanced features if you’re more of a larger team.

Trainual: Training and Knowledge Management

Trainual is an employee training and knowledge management platform with strong SOP support features. That’s why we added it to our list since it’s an ideal choice for clarifying roles and reducing training time.

Key Features:

• Marketing process templates
• AI-generated SOPs
• Quizzes for understanding
• Role-based training modules
• Automated onboarding

Benefits:

• Clear roles
• Reduced training time
• Consistent marketing efforts

Pricing:

• Small: $299/month (monthly billing), $249/month (annual billing) for 1-25 employees
• Medium: $349/month or $279/month
• Growth: $499/month or $419/month
• Custom plans available

Integrations:

• Microsoft Teams, Slack, Chrome, Zapier

Trainual excels at comprehensive training, making it strong for marketing agencies.

Process Street: Robust Workflow Management

You might love this one if you’re more into To-do lists. Process Street offers checklist-based SOP management, enabling marketing teams to create and follow step-by-step workflows.

Key Features:

• Detailed step checklists
• Workflow automation
• Progress tracking
• Conditional workflows
• Integration with multiple apps

Benefits:

• Correct and timely task completion
• Quick procedure adjustments
• Enhanced teamwork

Pricing:

• Free plan: Unlimited pages, 3 workflows with 10 runs each
• Pro: $25/user/month
• Enterprise: Custom, starting at $1,500/month

Integrations:

• Over 1,000 apps via Zapier, webhooks, API integrations

Process Street provides robust tools, though some users report a steeper learning curve.

Dozuki: Visual Documentation Tool

Dozuki builds SOP templates, primarily designed for manufacturing, but can be adapted for general work instructions that can be used for marketing purposes. IMarketingteams may need to adjust their focus for their needs.

Key Features:

• Visual documentation
• Version tracking
• Compliance management
• General work instruction templates

Benefits:

• Clear instructions for complex tasks
• Easy updates
• Consistent task quality

Pricing:

• Contact Dozuki for details.

Integrations:

• Contact Dozuki for specifics.

Dozuki excels at detailed instructions but may need adaptation for marketing teams.

ClickUp: Versatile Project Management

It is a project management Swiss army knife with specific marketing SOP templates and features. Based on our findings and available resources, ClikcUp is ideal and effective for organized tasks and documentation.

Key Features:

• Templates for email marketing and ads
• Real-time collaboration
• Custom dashboards
• Task tracking

Benefits:

• Improved teamwork and communication
• Organized tasks
• Centralized resources

Pricing:

• Free Forever: Basic features
• Unlimited: $7/user/month
• Business: $12/user/month
• Enterprise: Custom pricing

Integrations:

• Slack, Google Workspace, Microsoft Office

ClickUp offers flexibility but may require more setup.

Smartsheet: All-in-one Workforce Management Platform

This is an ideal option for those creative marketing teams looking to revamp their workflows and task success rate with the help of SOPs.

Key Features:

• Multiple views (grid, calendar, Gantt)
• Task automation
• Real-time collaboration
• Marketing integrations

Benefits:

• Clear workflow visibility
• Reduced manual effort
• Quick adaptation to changes

Pricing:

• Starts at $129/month for Pro; custom pricing for Enterprise.

Integrations:

• Numerous marketing software tools

Smartsheet enhances workflow visibility, though it may be complex for simpler needs.

How to Choose the Right SOP Tool?

Here are five things you should consider before making your decision.

• Team Size: Big teams need teamwork features; small teams prefer simplicity.
• Budget: Balance cost with benefits.
• Ease of Use: Choose user-friendly tools.
• Integration: Confirm compatibility with existing apps.
• Marketing Features: Look for relevant templates.

Bottom Line

Effective marketing needs clear, simple processes and SOP tools to help marketing teams ensure consistency and minimize errors while saving them time across social media management, email campaigns, and content creation.

Each tool offers unique strengths – Usewhale for its AI assistance, SweetProcess for small team simplicity, Trainual for comprehensive training, Process Street for workflow management, Dozuki for visual instructions, ClickUp for marketing templates, and Smartsheet for enterprise-level management. 

The right SOP tool will help your marketing team create clear procedures that lead to better results and satisfied team members.