<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
703 Ratings

ActiveCampaign

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
703 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Likelihood to Recommend

ActiveCampaign

ActiveCampaign works really well for managing traffic from social media adverts, or for triggering a marketing campaign to a distribution list and then managing all the steps that follow. The CRM part is still appropriate for all clients, but for some client types, the automation may not be appropriate, depending on the sector and client relationship.
Julie Barber | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
WYSIWYG email editor
ActiveCampaign
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Dynamic content
ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Ability to test dynamic content
ActiveCampaign
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Landing pages
ActiveCampaign
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
A/B testing
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile optimization
ActiveCampaign
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email deliverability reporting
ActiveCampaign
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
List management
ActiveCampaign
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Triggered drip sequences
ActiveCampaign
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Lead Management

ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead nurturing
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead scoring and grading
ActiveCampaign
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Data quality management
ActiveCampaign
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automated sales alerts and tasks
ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Campaign Management

ActiveCampaign
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Calendaring
ActiveCampaign
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Event/webinar marketing
ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social Media Marketing

ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social sharing and campaigns
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social profile integration
ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reporting & Analytics

ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Dashboards
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Standard reports
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom reports
ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform & Infrastructure

ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API
ActiveCampaign
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based workflow & approvals
ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizability
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with Salesforce.com
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with Microsoft Dynamics CRM
ActiveCampaign
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with SugarCRM
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

ActiveCampaign

  • ActiveCampaign has high delivery rates.
  • ActiveCampaign allows for high levels of customization for content, as well as contact information.
  • ActiveCampaign uses contacts activity and preferences to deliver the right information at the most appropriate time.
  • ActiveCampaign is up to date with the latest needs of its clients. SMS, landing pages, as well as design options are all available.
Tim Weatherall | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Jessica Gardner | TrustRadius Reviewer

Cons

ActiveCampaign

  • The email builder is annoying. Very slow at work and it constantly resets the cursor, font type and list continuation. It's one of the most frustrating things about it.
  • I am surprised there isn't an automatic "send to people who haven't opened the last x campaigns" trigger. Other competitors have this feature. Instead, I'm forced to use 2 automations that play the role of tagging after a certain amount of days have passed.
  • While it's a market practice, I think the cost can go up exponentially the more members one has. Maybe I don't understand the process enough but places like Sendgrid, MailerLite offer decent automations and 1,000 subscribers free. I know sendgrid charges per email sent but still I find the cost to pay for a list size odd.
  • The overall refresh rate of the platform seems to use a lot of CPU power because it lags every time I switch functions or create new steps. I can hear my fans go to high every time I start doing something. I know my CPU is old but I use other demanding software and I don't have that problem. I think the refresh rate and speed of the platform can be improved.
Juan R. Arroyo Yap | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
Jessica Gardner | TrustRadius Reviewer

Likelihood to Renew

ActiveCampaign

ActiveCampaign 9.0
Based on 16 answers
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.
page V | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Usability

ActiveCampaign

ActiveCampaign 8.2
Based on 31 answers
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.
Matt Dickerson | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Reliability and Availability

ActiveCampaign

ActiveCampaign 9.1
Based on 3 answers
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.
Michelle Hill | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Performance

ActiveCampaign

ActiveCampaign 8.6
Based on 3 answers
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.
Michelle Hill | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Support Rating

ActiveCampaign

ActiveCampaign 6.5
Based on 35 answers
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.
Chesare Johnson | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Jessica Gardner | TrustRadius Reviewer

Implementation Rating

ActiveCampaign

ActiveCampaign 8.5
Based on 9 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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Alternatives Considered

ActiveCampaign

ActiveCampaign is the middle ground between the simpler platforms like Mailchimp and the significant complexity of platforms like Infusionsoft (now Keap). It provides custom fields, segmented automations and other options without the need to hire a consultant or company to create/manage the platform on your behalf that many businesses find with the enterprise platforms.
Kim McCumber | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Jessica Gardner | TrustRadius Reviewer

Scalability

ActiveCampaign

ActiveCampaign 8.8
Based on 3 answers
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!
Michelle Hill | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Return on Investment

ActiveCampaign

  • I went from 0-50 new emails on my list in a matter of weeks, due to the simplicity and functionality of the landing pages/forms.
  • Because of the great email tracking features, I was able to observe and shift my emails so that I went from a 15% open rate to a 50% open rate.
Triana Garrett | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
Jessica Gardner | 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

Edition
Lite$9.001
Plus$492
Professional$1293
Enterprise$2294
  1. Per Month [3 Users]
  2. Per Month [25 Users]
  3. Per Month [50 Users]
  4. Per Month [Unlimited Users]
Additional Pricing Details

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

ActiveCampaign
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Likelihood to Renew

ActiveCampaign
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Usability

ActiveCampaign
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reliability and Availability

ActiveCampaign
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Performance

ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

ActiveCampaign
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

In-Person Training

ActiveCampaign
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Scalability

ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Add comparison