Likelihood to Recommend ActiveCampaign is brilliant for small businesses wanting a secure, reliable and user friendly email capture software that filters users emails into the appropriate category/tags and have endless options when it comes to having different lead magnets and ways users may sign up. It's been super handy for my small business to send regular emails and be able to analyse the success rates and open rates of emails and the ability to resend them with a different subject line. It's made email marketing really easy peasy.
Read full review It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
Read full review Pros The graphic design is very good, especially fonts, colours and templates Flexibility of design and functionality Takes a little while to learn it, but generally user-friendly Looks very professional but doesn't cost much to get started There are masses of integrations for ActiveCampaign, and the ones I tried all worked well and didn't take long to figure out. Read full review Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location. Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm. Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand. Read full review Cons The email designing part could be easier to use. There are certain simple shortcuts that don't work, for example, adding links is more complicated than it should be, moving blocks around is hard, etc. There's no good way to filter by 'active' and 'inactive' subscribers when editing en-mass. I'd like more reporting data on one page. Read full review I would like to see the ability to push annuity business into Redtail like brokerage accounts. I would like to be able to attach documents to specific notes instead of just contacts in general. Those are the only two cons that I have. 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 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 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 Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
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 Redtail makes it easy to log customer interactions for compliance related fields. With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry. The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing! Read full review ScreenShots ActiveCampaign Screenshots