ActiveCampaign vs. Zoho CRM Plus

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.

Incentivized

Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.

• 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

Incentivized

• Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
• Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
• The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.

• 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.

Incentivized

• Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
• You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.

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.

Incentivized

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.

I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.

Incentivized

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.

Incentivized

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.

Incentivized

I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions

I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules

Incentivized

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!

Incentivized

I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.

Incentivized

• 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

Incentivized

• The ROI is significantly positive due to the comprehensive set of modules available.
• Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
• Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,