Active Campaign: Not only #1 for me, but it is the last CRM and email marketing platform you will ever need
Updated July 11, 2022

Active Campaign: Not only #1 for me, but it is the last CRM and email marketing platform you will ever need

Samantha Forbes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

We started using Active Campaign 4 years ago and the primary purpose of using it was as our CRM. We then integrated it with our WordPress website in order to have a contact form and for registrations for our dinner seminars. We have not utilized it to the best of its abilities by any means, as we are a small company, and have not had a need but now that things are changing we want to start utilizing it more for email marketing which we are looking forward to learning more about.

Pros

  • CRM: The CRM is customizable, which is the original reason I chose it over other CRMs originally. I found other ones at that time were very hard to customize for our line of business.
  • Integrations: The amount of apps that Active Campaign integrates with is huge. I personally have only used a few, more specifically Zapier and WordPress. I expect to use many more in the coming months.
  • Templates: They have numerous pre-made templates to use for email campaigns that can be customized with graphics, colors, and fonts making it easier to be more productive.

Cons

  • Email: Unless it has changed, to my understanding it does not integrate with Outlook in order to save information from outlook into Active Campaign which would be a huge benefit to us. I know you can email from within Active Campaign but we use Outlook and it would be much easier to have a button or way to integrate the 2 from within outlook.
  • Calendar: Same as above. I would like to have the option to save my Outlook calendar to Active Campaign and vice versa so they were in sync.
  • Layout: While the layout of contacts is easy to use, I've found the interface lacking in showing each contact with a summarized view. I think having a more condensed customizable view along with the option for a more detailed view would be more helpful. Again, this is something I plan to look into further as there may be a way to do this. Once I find out, I will come back and change my review.
  • Productivity: Active Campaign has allowed me to be more focused on other work. Campaigns can be duplicated easily allowing for only minor changes to be done on my part in order to get information out quickly.
  • I have seen a small amount of what it is capable of from an email marketing perspective and am looking forward to what it can do from a larger scale.
  • Training: Active Campaign has wonderful customer service and I recently signed up for a 3 part training session (Normally $150 but I got it for $50) that I expect will allow me to answer questions much better. Again, once I get going on using more of what it offers, I will come back to update my review.
Active Campaign offers the same as Infusionsoft, only much affordable. It offers much more than Maximizer and Bitrix24 did at the time that I tried them. Overall, Active Campaign is the superior product in my opinion. Since day 1, I have liked most things about Active Campaign and I'm looking forward to learning more.
I used 4 other CRMs before Active Campaign, and while the others had their own bells and whistles, I ultimately found Active Campaign to be the superior one across the board but especially in price. Active Campaign offers the same things as other much pricier CRMs/email marketing platforms such as Infusionsoft but at a much more affordable cost. This is very important for smaller businesses in order to be competitive.

ActiveCampaign Feature Ratings

WYSIWYG email editor
10
Dynamic content
10
Ability to test dynamic content
10
Landing pages
10
A/B testing
10
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
10
Calendaring
6
Event/webinar marketing
10
Social sharing and campaigns
10
Social profile integration
7
Dashboards
10
Standard reports
10
Custom reports
10
API
Not Rated
Role-based workflow & approvals
10
Customizability
8
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

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