Item: ActiveCampaign
Rating: 10
Author: Wendy Brodeur

Use Cases and Deployment Scope

We use ActiveCampaign to track leads coming in from our website, email, and phone calls. We use the Deals Pipelines to assist with lead tracking across our sales team. We use the automation features to automate reply emails, notifications, add leads to Deals Pipelines, and more. We use the Campaigns feature to send bulk emails to leads and customers. Using Lists and Tags, we can segment our audience to connect with them.

Pros and Cons

Automations
Lead tracking.
Bulk email.
On-Boarding.
Customer Service.

Attribution - we have to manually set up UT parameters to learn how leads are coming to our website.
Contact sorting - Contacts are automatically sorted alphabetically by email, which is absurd. In order to view contacts by most recent (which to me would be the most desired view), we have to click "Date Created" twice every time we go to the contacts screen.

Return on Investment

ActiveCampaign saved us thousands of dollars over our previous CRM platform.
We are able to track leads through the sales pipeline, seeing exactly how much our efforts are bringing in.
We are able to provide better customer service by quickly responding to forms completed on our website no matter the time/day.
We can run reports to find areas we may be deficient in marketing or sales, and also see our strengths, which is important to our C Suite.
ActiveCampaign Automations save us a significant amount of time.

Alternatives Considered

SharpSpring from Constant Contact and SharpSpring Mail+ (formerly graphicmail)

ActiveCampaign far exceeds SharpSpring in almost every way. It has a much cleaner interface and is much easier to use. SharpSpring was very glitchy for us, especially the email creator/editor. SharpSpring also costs more than double that of ActiveCampaign. And SharpSpring's customer service is abysmal. The only thing we miss from SharpSpring is the automatic lead attribution (it would label how a lead came to our website - Google Search, Facebook, etc.). ActiveCampaign does not track that information automatically, you have to manually set up UTM parameters.

Key Insights

Do you think ActiveCampaign delivers good value for the price?

Yes

Are you happy with ActiveCampaign's feature set?

Yes

Did ActiveCampaign live up to sales and marketing promises?

Yes

Did implementation of ActiveCampaign go as expected?

Yes

Would you buy ActiveCampaign again?

Yes

Other Software Used

CoSchedule Marketing Suite, Airtable

Likelihood to Recommend

For our small business, ActiveCampaign is a home-run hit! It has a clean interface that is easy to use. Their how-tos are very helpful. And if you get really stuck, their customer support team is absolutely stellar. It provides everything we need in a CRM plus some without being too overwhelming for our small marketing team. I love that they integrate with so many platforms, too.

We switched to ActiveCampaign earlier this year, and the onboarding experience was superb. They helped us migrate all our information from our previous CRM and walked us through how to use it according to our specific needs. We were very happy with the ease of the transition.

To top it off, ActiveCampaign is so affordable for us. It offers great value, not only with the features included in the platform itself but also with the top-notch customer support. I'm so glad we switched to ActiveCampaign!

Users and Roles

4 - Marketing and Sales

ActiveCampaign offers amazing customer service and easy-to-use platform at a great price.

Software Version

Overall Satisfaction with ActiveCampaign