ActiveCampaign vs. Copper

I've been using ActiveCampaign since around 2018-2019 and I've always been satisfied with the software. It's simple to use, connects with the other tools I use and makes it easy for me to duplicate automations, email templates and workflows as I need to. On top of that, any time I've had an issue (which I think is around twice in the past 5/6 years), the customer service has always been super helpful and my issue has been resolved quickly.

Incentivized

If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.

• Collects and filters emails from various lead magnets exceptionally well (especially if a user wants to re-sign up to the same lead magnet and go through it again, they can)
• Super easy to use email creation that is aesthetically pleasing and user friendly
• Easy email sequences and user classification from a large range of opt in trigger options

Incentivized

• Allows for contacts to be synced and organized directly from Gmail.
• Gives a flexible style and customizable settings to match our company's specific needs.
• Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.

Incentivized

• It took me a while to get to understand where to find things, and I used a free online course from a consultant who specialises in AC to help me get the foundations set up more easily. That said, there were lots of onboarding workshops, which were good. It just felt like it required a lot of different angles of learning to just get started.
• The customer support took longer than other software to get back to me via email, though once I found the chat option for my most recent query, that was fast.
• I've ended up switching to another programme where more software is more naturally integrated, and the AC equivalent is included in the price, along with many other types of software. However, design-wise, ActiveCampaign is much better.
• I also had a problem with a form used on my WordPress website, which has a BuddyBoss platform - the colours on the form would be overridden by colour choices for the website, so they were hard to read (pink text on purple background instead of the gold text it was meant to be)
• I couldn't always find the templates I was looking for or how to access them for automation-based emails. I think when I used it, there was a new type of template for newsletters that weren't available for automations, so I had to recreate it, which added time.

Incentivized

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

I am committed at the moment. Rebuilding the automations I have would be a huge time drain. Plus the cost of learning a new system and the risk to deliverability of porting a 6,000 person list to a new platform. Also, AC offers everything I need ast a reasonable (but a little high) price. So, why not a 10? Because, early 2023, AC dropped a massive 2x price hike on long-term customers. They knew few would shift, so this feels like a cynical cash grab and left a bad taste, If they do something like this again, this camel will have a broken back.

Incentivized

ActiveCampaign has been the easiest marketing automation software we have ever used. They provide tips throughout the entire process of anything you are building. Their support team through LIVE CHAT has been extremely fast and helpful. The monthly meetings provided with the enablement team has helped us through several large and urgent needs.

Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.

Incentivized

I haven't experienced application errors or unplanned outages at all. Active Campaign is ultra reliable and I would not be using them if that were the case. Also, the helpful emails they send are welcomed and informative, and present very practical tips and guidance for using the platform. They're always demonstrating new features and I'm thankful for that.

Incentivized

Oh my gosh, Active Campaign's performance gets an A+++ in my book. The pages load quickly and so do the reports. I haven't noticed any slowdowns when it's integrating with other programs and it performs excellently on all levels.

Incentivized

This might be the best part. The chat support lady offered to make a video to help me solve my problem. I worked in customer service for years and I've never done that, lol. So, if they're offering things like that, I can only imagine that they'd be able to handle most any issue you throw at them.

Incentivized

There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.

Very satisfied with our implementation in our professional medical practice, allowing us to be on top of client service, and not miss out on crucial information and insights. Marketing is often neglected in professional practices and ActiveCampaign solved this problem with aplomb.

Incentivized

I moved to ActiveCampaign from Mailchimp. Admittedly, I was using the free version of Mailchimp, but I had numerous episodes of subscriber data NOT being added to Mailchimp, despite using API to integrate with my mailing list. Obviously, I couldn't pay for clicks and not capture subscriber data, so I had to find something else. ActiveCampaign has been 100% reliable in testing.

Incentivized

We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.

Incentivized

My web designer told me about Active Campaign and although I don't recall which platform I had before, I LOVE Active Campaign and its user friendliness. The transition was seamless and I've never had a problem with functionality or server failure.

Active Campaign provides so many features, and makes it easy for non-techies to maneuver around the site with ease. They capture information and put it in an easy-to-read format.

At this point, I don't think I'd ever use any other platform!

Incentivized

• I haven't monetized my list yet so no clear ROI but great from a list-building perspective
• The software is not cheap so at times I feel like I may not be getting the most out of the product because I'm not using all of the features

Incentivized

• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

Incentivized