ActiveCampaign vs FollowUp CRM

• Email automation - Automated email marketing to potential customers, follow up with existing customers, and automated messaging to outside parties.
• Flow building - This software allows companies to build simple or complicated sequences in a visual builder so that you can see exactly where people are in the sequence of messages.
• CRM - Customer relationship data. Maintaining data points across a user journey (tagging a UTM source, current activity. If you have someone - and want to know where they are in the journey, there's a way to find that data and label a profile with that).
• Integrations - ActiveCampaign integrates with almost everything. Seamlessly. You can trigger behaviors in other apps through Zapier, or import data from other software you use. It's a very easy experience to integrate with others.
• Customer support - Every team member I've encountered has been exceptionally helpful. They are probably the bar for customer support in the tech industry, to be honest.
• Email systems for the long-haul (and for sequences and emails that are expected to bring in a lot of $$$). Email marketing should be 30-50% of revenue for most businesses. It's THE platform that we recommend for coaches and other businesses to help them earn 6 & 7 figures from email. You can track A LOT of data through this software as a platform, which makes it a great candidate for businesses who want to grow and visualize where their customers are in the overall purchase process, as well as maintaining them as multiple purchases customers.

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• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

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• ActiveCampaign is so powerful and so versatile that it can sometimes be a challenge to use. There are certainly plenty of online resources available to help you get up to speed, but there are times when the process can seem a little overwhelming. I got a lot of help by attending a "Study Hall" in-person classroom session that was sponsored by the company. Chris Davis was the instructor; he did an amazing job of clarifying priorities and procedures for getting the most out of ActiveCampaign. After going to that session my productivity with ActiveCampaign increased enormously, but in retrospect, I felt like I should have been able to get that kind of expert guidance with the software much earlier, instead of using ActiveCampaign at far less than its maximum capability for several years before feeling like I was really getting my feet on the ground.
• There doesn't seem to be a way to create or accommodate multiple email addresses for a single contact in the system. When people get into the system with multiple email addresses, they show up as multiple contacts. This can create problems with proper list segmentation; it should be easy enough to resolve this problem, but it's a nagging headache whenever it pops up.

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• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

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• The fortune is in the follow through, and ActiveCampaign makes the follow through easier. Drip campaigns and triggers strengthen granular follow up opportunities.
• The granular messaging options coupled with attractive pricing have made this our go to service for businesses who need more automation features, but are just getting started in the space.

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• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

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