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 If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
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 Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease. Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity. We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains. 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 The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left. One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital. Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved. 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 We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
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 My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
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 It never let me down. The support team never let me down.
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 WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
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 WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
Read full review Online Training They know their stuff. They listen to your use cases. They get back to you.
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 The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
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 We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
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 Everything is related. You can scale up your team rapidly.
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 Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of. Read full review ScreenShots ActiveCampaign Screenshots