What users are saying about
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Top Rated
699 Ratings
28 Ratings

ActiveCampaign

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Top Rated
699 Ratings
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Score 8.8 out of 100
28 Ratings
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Score 7 out of 100

Likelihood to Recommend

ActiveCampaign

ActiveCampaign works really well for managing traffic from social media adverts, or for triggering a marketing campaign to a distribution list and then managing all the steps that follow. The CRM part is still appropriate for all clients, but for some client types, the automation may not be appropriate, depending on the sector and client relationship.
Julie Barber | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

ActiveCampaign
8.5
Workbooks
WYSIWYG email editor
ActiveCampaign
8.0
Workbooks
Dynamic content
ActiveCampaign
8.6
Workbooks
Ability to test dynamic content
ActiveCampaign
8.1
Workbooks
Landing pages
ActiveCampaign
7.2
Workbooks
A/B testing
ActiveCampaign
8.7
Workbooks
Mobile optimization
ActiveCampaign
8.4
Workbooks
Email deliverability reporting
ActiveCampaign
9.0
Workbooks
List management
ActiveCampaign
8.9
Workbooks
Triggered drip sequences
ActiveCampaign
9.3
Workbooks

Lead Management

ActiveCampaign
8.5
Workbooks
Lead nurturing
ActiveCampaign
8.8
Workbooks
Lead scoring and grading
ActiveCampaign
8.3
Workbooks
Data quality management
ActiveCampaign
8.4
Workbooks
Automated sales alerts and tasks
ActiveCampaign
8.6
Workbooks

Campaign Management

ActiveCampaign
8.3
Workbooks
Calendaring
ActiveCampaign
8.0
Workbooks
Event/webinar marketing
ActiveCampaign
8.6
Workbooks

Social Media Marketing

ActiveCampaign
8.6
Workbooks
Social sharing and campaigns
ActiveCampaign
8.7
Workbooks
Social profile integration
ActiveCampaign
8.5
Workbooks

Reporting & Analytics

ActiveCampaign
8.6
Workbooks
Dashboards
ActiveCampaign
8.7
Workbooks
Standard reports
ActiveCampaign
8.6
Workbooks
Custom reports
ActiveCampaign
8.5
Workbooks

Platform & Infrastructure

ActiveCampaign
8.8
Workbooks
API
ActiveCampaign
8.9
Workbooks
Role-based workflow & approvals
ActiveCampaign
8.5
Workbooks
Customizability
ActiveCampaign
8.7
Workbooks
Integration with Salesforce.com
ActiveCampaign
8.8
Workbooks
Integration with Microsoft Dynamics CRM
ActiveCampaign
8.9
Workbooks
Integration with SugarCRM
ActiveCampaign
8.8
Workbooks

Sales Force Automation

ActiveCampaign
Workbooks
7.7
Customer data management / contact management
ActiveCampaign
Workbooks
8.5
Workflow management
ActiveCampaign
Workbooks
8.2
Territory management
ActiveCampaign
Workbooks
7.7
Opportunity management
ActiveCampaign
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
ActiveCampaign
Workbooks
6.4
Contract management
ActiveCampaign
Workbooks
7.2
Quote & order management
ActiveCampaign
Workbooks
7.6
Interaction tracking
ActiveCampaign
Workbooks
6.4
Channel / partner relationship management
ActiveCampaign
Workbooks
8.4

Customer Service & Support

ActiveCampaign
Workbooks
6.3
Case management
ActiveCampaign
Workbooks
6.2
Call center management
ActiveCampaign
Workbooks
6.8
Help desk management
ActiveCampaign
Workbooks
5.8

Marketing Automation

ActiveCampaign
Workbooks
7.3
Lead management
ActiveCampaign
Workbooks
8.0
Email marketing
ActiveCampaign
Workbooks
6.6

CRM Project Management

ActiveCampaign
Workbooks
7.5
Task management
ActiveCampaign
Workbooks
7.7
Billing and invoicing management
ActiveCampaign
Workbooks
6.8
Reporting
ActiveCampaign
Workbooks
7.8

CRM Reporting & Analytics

ActiveCampaign
Workbooks
8.6
Forecasting
ActiveCampaign
Workbooks
8.2
Pipeline visualization
ActiveCampaign
Workbooks
8.8
Customizable reports
ActiveCampaign
Workbooks
8.8

Customization

ActiveCampaign
Workbooks
7.7
Custom fields
ActiveCampaign
Workbooks
8.4
Custom objects
ActiveCampaign
Workbooks
7.6
Scripting environment
ActiveCampaign
Workbooks
7.5
API for custom integration
ActiveCampaign
Workbooks
7.5

Security

ActiveCampaign
Workbooks
7.5
Single sign-on capability
ActiveCampaign
Workbooks
7.0
Role-based user permissions
ActiveCampaign
Workbooks
8.0

Social CRM

ActiveCampaign
Workbooks
6.6
Social data
ActiveCampaign
Workbooks
6.0
Social engagement
ActiveCampaign
Workbooks
7.3

Integrations with 3rd-party Software

ActiveCampaign
Workbooks
6.9
Marketing automation
ActiveCampaign
Workbooks
6.7
Compensation management
ActiveCampaign
Workbooks
7.0

Platform

ActiveCampaign
Workbooks
4.2
Mobile access
ActiveCampaign
Workbooks
4.2

Pros

ActiveCampaign

  • ActiveCampaign has high delivery rates.
  • ActiveCampaign allows for high levels of customization for content, as well as contact information.
  • ActiveCampaign uses contacts activity and preferences to deliver the right information at the most appropriate time.
  • ActiveCampaign is up to date with the latest needs of its clients. SMS, landing pages, as well as design options are all available.
Tim Weatherall | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

ActiveCampaign

  • The email builder is annoying. Very slow at work and it constantly resets the cursor, font type and list continuation. It's one of the most frustrating things about it.
  • I am surprised there isn't an automatic "send to people who haven't opened the last x campaigns" trigger. Other competitors have this feature. Instead, I'm forced to use 2 automations that play the role of tagging after a certain amount of days have passed.
  • While it's a market practice, I think the cost can go up exponentially the more members one has. Maybe I don't understand the process enough but places like Sendgrid, MailerLite offer decent automations and 1,000 subscribers free. I know sendgrid charges per email sent but still I find the cost to pay for a list size odd.
  • The overall refresh rate of the platform seems to use a lot of CPU power because it lags every time I switch functions or create new steps. I can hear my fans go to high every time I start doing something. I know my CPU is old but I use other demanding software and I don't have that problem. I think the refresh rate and speed of the platform can be improved.
Juan R. Arroyo Yap | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

ActiveCampaign

ActiveCampaign 9.0
Based on 16 answers
For our clients (Course creators, event hosts & managers, business leaders that have existing marketing in place and want to grow past 6 & 7 figures), we highly recommend ActiveCampaign, because:
  • Broad capabilities - ability to create individual emails to specific segments (the right people) at the right time (predictive sending for the greatest likelihood of conversion) and automated flows so that our clients are generating revenue
  • Integrations - We run ads for our clients, and ActiveCampaign automatically creates dynamic audiences for our social media platforms so that our ads are going to audiences that have just opened or clicked emails (or that follows up with people who haven't engaged). The number of programs that ActiveCampaign connects to makes the marketing a seamless experience for our clients.
  • Visualization of data - With the flow builder, you can see where people are in the process, what tags are being applied overall - makes it so much easier to create email marketing solutions for clients.
  • Reporting - The ability to see specific open, click, and conversion rates in one place.
  • Outstanding customer support - Having the ActiveCampaign team behind you makes it easy to recommend and use it for clients.
page V | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

ActiveCampaign

ActiveCampaign 8.2
Based on 31 answers
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.
Matt Dickerson | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

ActiveCampaign

ActiveCampaign 9.1
Based on 3 answers
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.
Michelle Hill | TrustRadius Reviewer

Workbooks

Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Performance

ActiveCampaign

ActiveCampaign 8.6
Based on 3 answers
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.
Michelle Hill | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Support Rating

ActiveCampaign

ActiveCampaign 6.5
Based on 35 answers
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.
Chesare Johnson | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 2 answers
No answer on this topic is available.

Online Training

ActiveCampaign

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Implementation Rating

ActiveCampaign

ActiveCampaign 8.5
Based on 9 answers
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.
William Ainslie | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

ActiveCampaign

ActiveCampaign is the middle ground between the simpler platforms like Mailchimp and the significant complexity of platforms like Infusionsoft (now Keap). It provides custom fields, segmented automations and other options without the need to hire a consultant or company to create/manage the platform on your behalf that many businesses find with the enterprise platforms.
Kim McCumber | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Scalability

ActiveCampaign

ActiveCampaign 8.8
Based on 3 answers
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!
Michelle Hill | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

ActiveCampaign

  • I went from 0-50 new emails on my list in a matter of weeks, due to the simplicity and functionality of the landing pages/forms.
  • Because of the great email tracking features, I was able to observe and shift my emails so that I went from a 15% open rate to a 50% open rate.
Triana Garrett | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

ActiveCampaign

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

ActiveCampaign Editions & Modules

Edition
Lite$9.001
Plus$492
Professional$1293
Enterprise$2294
  1. Per Month [3 Users]
  2. Per Month [25 Users]
  3. Per Month [50 Users]
  4. Per Month [Unlimited Users]
Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ActiveCampaign
9.1
Workbooks
7.0

Likelihood to Renew

ActiveCampaign
9.0
Workbooks
8.5

Usability

ActiveCampaign
8.2
Workbooks
7.3

Reliability and Availability

ActiveCampaign
9.1
Workbooks
9.1

Performance

ActiveCampaign
8.6
Workbooks

Support Rating

ActiveCampaign
6.5
Workbooks
8.2

In-Person Training

ActiveCampaign
7.3
Workbooks

Online Training

ActiveCampaign
Workbooks
6.4

Implementation Rating

ActiveCampaign
8.5
Workbooks

Scalability

ActiveCampaign
8.8
Workbooks

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