What users are saying about
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Top Rated
296 Ratings
28 Ratings

ActiveCampaign

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Top Rated
296 Ratings
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Score 8.9 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

ActiveCampaign

ActiveCampain is a full-featured enterprise-level email system, with integrations for any number of automations with any length of sequencing. Due to the depth of features and abilities, it isn't a lightweight email platform that can be learned in a weekend. If you just need to send out a monthly or weekly email blast to all of your contacts, this isn't the system for you. However, if you need to be able to tag and segment each and every one of your contacts—no matter how many—based on interests, page visits to your website, buying history, and interests in your emails while being able to create personalized, highly segmented emails to educate and inspire more visits and loyalty while increasing amount and frequency of purchases, then this should be in your final list for review and testing.
Stephen Scott | 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
8.3
Workbooks
WYSIWYG email editor
ActiveCampaign
8.1
Workbooks
Dynamic content
ActiveCampaign
8.3
Workbooks
Ability to test dynamic content
ActiveCampaign
7.9
Workbooks
Landing pages
ActiveCampaign
7.1
Workbooks
A/B testing
ActiveCampaign
8.5
Workbooks
Mobile optimization
ActiveCampaign
8.2
Workbooks
Email deliverability reporting
ActiveCampaign
8.8
Workbooks
List management
ActiveCampaign
8.6
Workbooks
Triggered drip sequences
ActiveCampaign
9.4
Workbooks

Lead Management

ActiveCampaign
7.8
Workbooks
Lead nurturing
ActiveCampaign
7.7
Workbooks
Lead scoring and grading
ActiveCampaign
7.8
Workbooks
Data quality management
ActiveCampaign
7.2
Workbooks
Automated sales alerts and tasks
ActiveCampaign
8.3
Workbooks

Campaign Management

ActiveCampaign
7.9
Workbooks
Calendaring
ActiveCampaign
7.1
Workbooks
Event/webinar marketing
ActiveCampaign
8.7
Workbooks

Social Media Marketing

ActiveCampaign
8.2
Workbooks
Social sharing and campaigns
ActiveCampaign
8.8
Workbooks
Social profile integration
ActiveCampaign
7.6
Workbooks

Reporting & Analytics

ActiveCampaign
7.8
Workbooks
Dashboards
ActiveCampaign
7.9
Workbooks
Standard reports
ActiveCampaign
7.8
Workbooks
Custom reports
ActiveCampaign
7.7
Workbooks

Platform & Infrastructure

ActiveCampaign
8.2
Workbooks
API
ActiveCampaign
8.8
Workbooks
Role-based workflow & approvals
ActiveCampaign
7.9
Workbooks
Customizability
ActiveCampaign
7.9
Workbooks
Integration with Salesforce.com
ActiveCampaign
8.1
Workbooks
Integration with Microsoft Dynamics CRM
ActiveCampaign
8.3
Workbooks
Integration with SugarCRM
ActiveCampaign
8.2
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

  • 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.
page V | 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

  • 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.
Tim Bost | 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 9.1
Based on 8 answers
I've tried over half a dozen email autoresponders and ActiveCampaign is by far my favorite. The ability to send emails is the backbone of my business. The "cheap" email marketing tools designed for the mass market are not powerful or intuitive to set up and also don't have the best deliverability. And the "expensive" ones are usually super confusing to use.
Ben Marcoux Roofing Lead Generation Expert | 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 8.3
Based on 6 answers
It's a lovely clean interface and easy to customize! It can sometimes be a little slow in that some elements require multiple clicks (eg: selecting an email to edit as part of an automation) but overall it's quick and easy.
Arlene Caffrey | TrustRadius Reviewer

Workbooks

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

Reliability and Availability

ActiveCampaign

ActiveCampaign 9.4
Based on 2 answers
I've never had ActiveCampaign down for maintenance. I'm sure they update things, but they always seem to manage to stay live. Also, I've had very few errors, if any. None come to mind. This might be to due to the fact I focus on building things as simply as possible, but I also believe it's due to the quality of the software.
Ben Marcoux Roofing Lead Generation Expert | TrustRadius Reviewer

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Performance

ActiveCampaign

ActiveCampaign 8.1
Based on 2 answers
ActiveCampaign works seamlessly with the other tools I use. It integrates directly with most. And if no direct integration is available, there is almost always one you can make using Zapier. I've yet to run into a technical error that prevented me from doing something I wanted to be able to do.
Ben Marcoux Roofing Lead Generation Expert | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Support Rating

ActiveCampaign

ActiveCampaign 8.9
Based on 8 answers
There are a few different ways to get support:
  • Chatbox in the lower corner. This is tech support, and they can answer a slew of different questions on demand (during service hours).
  • 1:1 support calls - 30 minutes of 1:1 call with a team member to address your needs
  • Rep - You can have calls and emails into your rep.
Every person I've come in contact with really goes above and beyond to answer questions, and provide support for your needs. The owners of the company must have really invested in this part of their business, because it's the bar that all other companies should be evaluated by (personal opinion). One minor caveat - Our client does have a rep, and there was a misunderstanding (we were held accountable for information we didn't know, so there could still be some growth with expectation setting & understanding their company user journey), but the reason why they didn't set our expectations was because they were trying to support our needs (providing answers to questions). My understanding is that the company is working and growing in this area, and we've had many instances where a team member worked past hours or over and above to help us.
page V | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
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 7.4
Based on 3 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 strikes the right balance of simplicity versus power. Unlike heavyweights such as AWeber, ActiveCampaign is a breeze to use. However, at the other side of the spectrum other easy to use tools like MailChimp are severely lacking in their ability to integrate automations with your website's business logic. Based on hitting the sweet spot, I can clearly recommend ActiveCampaign over it's competitors to most website businesses.
Ben Gelsey | 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 9.4
Based on 2 answers
I've tried several of the email services available today. ActiveCampaign makes it easy and fast to get set up. And they have some of the best email deliverability available today as well. That's really important when it comes to email marketing, because winding up in spam or promotion folders makes your email marketing efforts and uphill battle.
Ben Marcoux Roofing Lead Generation Expert | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

ActiveCampaign

  • 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.
Nicholas De Salvo | 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

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
8.7

Likelihood to Renew

ActiveCampaign
9.1
Workbooks
8.5

Usability

ActiveCampaign
8.3
Workbooks
7.3

Reliability and Availability

ActiveCampaign
9.4
Workbooks
9.1

Performance

ActiveCampaign
8.1
Workbooks

Support Rating

ActiveCampaign
8.9
Workbooks
8.2

Online Training

ActiveCampaign
Workbooks
6.4

Implementation Rating

ActiveCampaign
7.4
Workbooks

Scalability

ActiveCampaign
9.4
Workbooks

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