ActiveCampaign vs Zoho CRM

• The automation interface is fairly intuitive to work through and offers powerful, flexible features.
• For the price and features it offers, it's the best value of any automation service that exists today.
• It has a TON of options for the advanced user to tinker and test with.

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• Ability to customize the modules, fields, layouts and workflow to meet specific business needs.
• Flexible reporting options, easy to customize existing reports and create new reports.
• Good integration with other Zoho products such as Campaigns and Mail.

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• Since it has so many options, a beginner might be overwhelmed by the choices available. This is hard to avoid when offering so much flexibility, but still, a new user would be well-served to watch some tutorials and have a clear idea about the workflow they want to get started.
• There is a point at which your list will outgrow the service (hopefully!) and you might want to think about switching to a service whose CRM and landing page functionality is more robust.

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• I think the entire dashboard and interface could be more aesthetically pleasing.
• I would like to see Zoho reduce the amount of "clicks" that are required to navigate and edit a potential, specifically when updating close dates, changing the name of the potential, or adding attachments.
• On the Lead page I think it's great we can put "notes" in there, but I would like to be able to select which notes are carried over when the lead is converted into a potential. Many times I have information that is great for the Lead page or the Account page, but is really nothing more than a basic description of an organization. I don't want those notes in my potential as I want the notes there to be potential specific and not other information.
• ZoHo could make the analytics easier to figure out. It's not tough - it just takes time to, again, figure out which module to pull from and some reports you run produce no-data even though we know there should be some there - then you have to work backwards to figure out where you added/didn't add something to the report.

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• ActiveCampaign is the base of our marketing communications operations. So all the leads that we generate and nurture go through ActiveCampaign, which means most of not all of our revenue directly or indirectly is related to ActiveCampaign. It helps us operate and grow the business.
• It helps us provide more personalized experience for new leads as well as our existing customers.
• It makes communication more efficient, especially with the Gmail integration.

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• Improved customer interaction metrics
• Increasing returns in revenue
• Higher level of customer satisfaction feedbacks

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