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

ActiveCampaign

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
298 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 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

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
8.3
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
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Ability to test dynamic content
ActiveCampaign
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Landing pages
ActiveCampaign
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
A/B testing
ActiveCampaign
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile optimization
ActiveCampaign
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email deliverability reporting
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
List management
ActiveCampaign
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Triggered drip sequences
ActiveCampaign
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Lead Management

ActiveCampaign
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead nurturing
ActiveCampaign
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead scoring and grading
ActiveCampaign
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Data quality management
ActiveCampaign
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Automated sales alerts and tasks
ActiveCampaign
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Campaign Management

ActiveCampaign
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Calendaring
ActiveCampaign
7.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Event/webinar marketing
ActiveCampaign
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social Media Marketing

ActiveCampaign
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social sharing and campaigns
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social profile integration
ActiveCampaign
7.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reporting & Analytics

ActiveCampaign
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Dashboards
ActiveCampaign
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Standard reports
ActiveCampaign
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom reports
ActiveCampaign
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform & Infrastructure

ActiveCampaign
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API
ActiveCampaign
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based workflow & approvals
ActiveCampaign
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizability
ActiveCampaign
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with Salesforce.com
ActiveCampaign
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with Microsoft Dynamics CRM
ActiveCampaign
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with SugarCRM
ActiveCampaign
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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

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

  • 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

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 9.1
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

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 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

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

No score
No answers yet
No answers on this topic

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

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

No score
No answers yet
No answers on this topic

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

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

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

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 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

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

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

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 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

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

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

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

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

Rating Summary

Likelihood to Recommend

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

Likelihood to Renew

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

Usability

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

Reliability and Availability

ActiveCampaign
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Performance

ActiveCampaign
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

ActiveCampaign
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

Implementation Rating

ActiveCampaign
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Scalability

ActiveCampaign
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Add comparison