What users are saying about
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Top Rated
849 Ratings
29 Ratings

ActiveCampaign

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Top Rated
849 Ratings
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Score 8.6 out of 100
29 Ratings
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Score 6.6 out of 100

Feature Set Ratings

    Email & Online Marketing

    8.5

    ActiveCampaign

    85%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 9/9 features

    WYSIWYG email editor

    7.9
    79%
    561 Ratings
    N/A
    0 Ratings

    Dynamic content

    8.3
    83%
    500 Ratings
    N/A
    0 Ratings

    Ability to test dynamic content

    8.3
    83%
    452 Ratings
    N/A
    0 Ratings

    Landing pages

    7.4
    74%
    324 Ratings
    N/A
    0 Ratings

    A/B testing

    8.6
    86%
    365 Ratings
    N/A
    0 Ratings

    Mobile optimization

    8.6
    86%
    509 Ratings
    N/A
    0 Ratings

    Email deliverability reporting

    9.3
    93%
    654 Ratings
    N/A
    0 Ratings

    List management

    9.0
    90%
    630 Ratings
    N/A
    0 Ratings

    Triggered drip sequences

    9.1
    91%
    556 Ratings
    N/A
    0 Ratings

    Lead Management

    8.7

    ActiveCampaign

    87%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 4/4 features

    Lead nurturing

    9.0
    90%
    476 Ratings
    N/A
    0 Ratings

    Lead scoring and grading

    8.6
    86%
    347 Ratings
    N/A
    0 Ratings

    Data quality management

    8.7
    87%
    390 Ratings
    N/A
    0 Ratings

    Automated sales alerts and tasks

    8.7
    87%
    344 Ratings
    N/A
    0 Ratings

    Campaign Management

    8.5

    ActiveCampaign

    85%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 2/2 features

    Calendaring

    8.4
    84%
    283 Ratings
    N/A
    0 Ratings

    Event/webinar marketing

    8.6
    86%
    275 Ratings
    N/A
    0 Ratings

    Social Media Marketing

    8.8

    ActiveCampaign

    88%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 2/2 features

    Social sharing and campaigns

    8.9
    89%
    246 Ratings
    N/A
    0 Ratings

    Social profile integration

    8.6
    86%
    242 Ratings
    N/A
    0 Ratings

    Reporting & Analytics

    8.6

    ActiveCampaign

    86%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 3/3 features

    Dashboards

    8.6
    86%
    578 Ratings
    N/A
    0 Ratings

    Standard reports

    8.8
    88%
    565 Ratings
    N/A
    0 Ratings

    Custom reports

    8.4
    84%
    363 Ratings
    N/A
    0 Ratings

    Platform & Infrastructure

    8.7

    ActiveCampaign

    87%

    Workbooks

    Feature Set Not Supported
    N/A
    ActiveCampaign ranks higher in 7/7 features

    API

    9.2
    92%
    379 Ratings
    N/A
    0 Ratings

    Role-based workflow & approvals

    8.6
    86%
    257 Ratings
    N/A
    0 Ratings

    Customizability

    8.9
    89%
    402 Ratings
    N/A
    0 Ratings

    Integration with Salesforce.com

    8.7
    87%
    85 Ratings
    N/A
    0 Ratings

    Integration with Microsoft Dynamics CRM

    8.9
    89%
    55 Ratings
    N/A
    0 Ratings

    Integration with SugarCRM

    8.8
    88%
    51 Ratings
    N/A
    0 Ratings

    Third-party software integrations

    7.7
    77%
    2 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    ActiveCampaign

    Feature Set Not Supported
    N/A
    7.7

    Workbooks

    77%
    Workbooks ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.5
    85%
    9 Ratings

    Workflow management

    N/A
    0 Ratings
    8.2
    82%
    7 Ratings

    Territory management

    N/A
    0 Ratings
    7.7
    77%
    9 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.8
    88%
    9 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    6.4
    64%
    9 Ratings

    Contract management

    N/A
    0 Ratings
    7.2
    72%
    9 Ratings

    Quote & order management

    N/A
    0 Ratings
    7.6
    76%
    8 Ratings

    Interaction tracking

    N/A
    0 Ratings
    6.4
    64%
    8 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    8.4
    84%
    8 Ratings

    Customer Service & Support

    ActiveCampaign

    Feature Set Not Supported
    N/A
    6.3

    Workbooks

    63%
    Workbooks ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    6.2
    62%
    8 Ratings

    Call center management

    N/A
    0 Ratings
    6.8
    68%
    2 Ratings

    Help desk management

    N/A
    0 Ratings
    5.8
    58%
    8 Ratings

    Marketing Automation

    ActiveCampaign

    Feature Set Not Supported
    N/A
    7.3

    Workbooks

    73%
    Workbooks ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.0
    80%
    7 Ratings

    Email marketing

    N/A
    0 Ratings
    6.6
    66%
    7 Ratings

    CRM Project Management

    ActiveCampaign

    Feature Set Not Supported
    N/A
    7.5

    Workbooks

    75%
    Workbooks ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    7.7
    77%
    7 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    6.8
    68%
    8 Ratings

    Reporting

    N/A
    0 Ratings
    7.8
    78%
    7 Ratings

    CRM Reporting & Analytics

    ActiveCampaign

    Feature Set Not Supported
    N/A
    8.6

    Workbooks

    86%
    Workbooks ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.2
    82%
    8 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Customizable reports

    N/A
    0 Ratings
    8.8
    88%
    8 Ratings

    Customization

    ActiveCampaign

    Feature Set Not Supported
    N/A
    7.7

    Workbooks

    77%
    Workbooks ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.4
    84%
    8 Ratings

    Custom objects

    N/A
    0 Ratings
    7.6
    76%
    7 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.5
    75%
    6 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.5
    75%
    7 Ratings

    Security

    ActiveCampaign

    Feature Set Not Supported
    N/A
    7.5

    Workbooks

    75%
    Workbooks ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    7.0
    70%
    5 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.0
    80%
    7 Ratings

    Social CRM

    ActiveCampaign

    Feature Set Not Supported
    N/A
    6.6

    Workbooks

    66%
    Workbooks ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    6.0
    60%
    3 Ratings

    Social engagement

    N/A
    0 Ratings
    7.3
    73%
    1 Rating

    Integrations with 3rd-party Software

    ActiveCampaign

    Feature Set Not Supported
    N/A
    6.9

    Workbooks

    69%
    Workbooks ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    6.7
    67%
    6 Ratings

    Compensation management

    N/A
    0 Ratings
    7.0
    70%
    2 Ratings

    Platform

    ActiveCampaign

    Feature Set Not Supported
    N/A
    4.2

    Workbooks

    42%
    Workbooks ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    4.2
    42%
    7 Ratings

    Attribute Ratings

    • ActiveCampaign is rated higher in 3 areas: Likelihood to Recommend, Likelihood to Renew, Usability
    • Workbooks is rated higher in 1 area: Support Rating
    • ActiveCampaign and Workbooks are tied in 1 area: Availability

    Likelihood to Recommend

    9.1

    ActiveCampaign

    91%
    650 Ratings
    7.0

    Workbooks

    70%
    18 Ratings

    Likelihood to Renew

    8.8

    ActiveCampaign

    88%
    19 Ratings
    8.5

    Workbooks

    85%
    7 Ratings

    Usability

    8.0

    ActiveCampaign

    80%
    35 Ratings
    7.3

    Workbooks

    73%
    1 Rating

    Availability

    9.1

    ActiveCampaign

    91%
    4 Ratings
    9.1

    Workbooks

    91%
    4 Ratings

    Performance

    6.4

    ActiveCampaign

    64%
    4 Ratings

    Workbooks

    N/A
    0 Ratings

    Support Rating

    6.0

    ActiveCampaign

    60%
    39 Ratings
    8.2

    Workbooks

    82%
    2 Ratings

    In-Person Training

    7.3

    ActiveCampaign

    73%
    1 Rating

    Workbooks

    N/A
    0 Ratings

    Online Training

    ActiveCampaign

    N/A
    0 Ratings
    6.4

    Workbooks

    64%
    1 Rating

    Implementation Rating

    8.7

    ActiveCampaign

    87%
    10 Ratings

    Workbooks

    N/A
    0 Ratings

    Configurability

    7.7

    ActiveCampaign

    77%
    3 Ratings

    Workbooks

    N/A
    0 Ratings

    Ease of integration

    8.1

    ActiveCampaign

    81%
    3 Ratings

    Workbooks

    N/A
    0 Ratings

    Product Scalability

    8.4

    ActiveCampaign

    84%
    4 Ratings

    Workbooks

    N/A
    0 Ratings

    Vendor post-sale

    7.7

    ActiveCampaign

    77%
    3 Ratings

    Workbooks

    N/A
    0 Ratings

    Vendor pre-sale

    7.2

    ActiveCampaign

    72%
    3 Ratings

    Workbooks

    N/A
    0 Ratings

    Likelihood to Recommend

    ActiveCampaign

    I think ActiveCampaign is very useful for setting up newsletters, forms, and automated responses that are nicely branded, with good functionality. It's also useful if you are starting small and want something both inexpensive to get started but also very scaleable as you grow. Do use the double security because I got a lot of spam through forms, even with a captcha.
    Read full review

    Workbooks Online

    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.
    Read full review

    Pros

    ActiveCampaign

    • Contact management is robust and reliable, and provides all the capabilities I was looking for.
    • Marketing automation takes a little figuring out, but it's easy to learn and easy to use.
    • Deals are highly customizable and incredibly easy to use. I love that you can use it to create all kinds of workflows, not just sales pipelines.
    • Training videos and webinars are top notch. I've learned a lot from them and always appreciate the email notifications when a new video/webinar is available.
    Read full review

    Workbooks Online

    • 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
    Read full review

    Cons

    ActiveCampaign

    • 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

    Workbooks Online

    • 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).
    Read full review

    Pricing Details

    ActiveCampaign

    Starting Price

    $9 per month

    Editions & Modules

    ActiveCampaign editions and modules pricing
    EditionModules
    Lite$9.001
    Plus$492
    Professional$1293
    Enterprise$2294

    Footnotes

    1. Per Month [3 Users]
    2. Per Month [25 Users]
    3. Per Month [50 Users]
    4. Per Month [Unlimited Users]

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Workbooks

    Starting Price

    $30 per user/per month

    Editions & Modules

    Workbooks editions and modules pricing
    EditionModules
    Workbooks CRM Edition$301
    Workbooks Business Edition$652

    Footnotes

    1. per user/per month
    2. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Likelihood to Renew

    ActiveCampaign

    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.
    Read full review

    Workbooks Online

    the product works. support has been good or great so 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.
    Read full review

    Usability

    ActiveCampaign

    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

    Workbooks Online

    No answers on this topic

    Reliability and Availability

    ActiveCampaign

    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

    Workbooks Online

    Workbooks CRM never let me down.
    Read full review

    Performance

    ActiveCampaign

    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

    Workbooks Online

    No answers on this topic

    Support Rating

    ActiveCampaign

    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

    Workbooks Online

    No answers on this topic

    Online Training

    ActiveCampaign

    No answers on this topic

    Workbooks Online

    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Read full review

    Implementation Rating

    ActiveCampaign

    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

    Workbooks Online

    No answers on this topic

    Alternatives Considered

    ActiveCampaign

    I felt like ActiveCampaign had the most features for the value I was expecting. I looked at other reviews just like this to see whether it would meet my needs. I also considered price. As a startup, I wanted to make sure I could have a platform that could grow to what I needed it to be without paying too much at the beginning.
    Read full review

    Workbooks Online

    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.
    Read full review

    Scalability

    ActiveCampaign

    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

    Workbooks Online

    No answers on this topic

    Return on Investment

    ActiveCampaign

    • ActiveCampaign saved us thousands of dollars over our previous CRM platform.
    • We are able to track leads through the sales pipeline, seeing exactly how much our efforts are bringing in.
    • We are able to provide better customer service by quickly responding to forms completed on our website no matter the time/day.
    • We can run reports to find areas we may be deficient in marketing or sales, and also see our strengths, which is important to our C Suite.
    • ActiveCampaign Automations save us a significant amount of time.
    Read full review

    Workbooks Online

    • 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
    Read full review

    Screenshots

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