Likelihood to Recommend 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.
Read full review Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.
Read full review Pros 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 Read full review Bookkeeping and billing Overall practice management Responsiveness and support Read full review Cons 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. Read full review File separation and security like ethical was to prevent opposing council in the same company from having open access to other clients. More detailed user management. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating 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.
Read full review I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over
Clio because the accounting for
Clio required the use of both
Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than
PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.
Read full review Scalability 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!
Read full review Return on Investment 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 Read full review Time is the greatest factor when it comes to managing and creating documents and client accounts. Tracking client data. Read full review ScreenShots ActiveCampaign Screenshots