Great CRM for Marketing
June 05, 2020

Great CRM for Marketing

Babette Switzer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with ActiveCampaign

ActiveCampaign is the answer to our Financial Firm's need to separate our marketing CRM from our Client CRM. We do a lot of email, webinars, dinner seminars, and other marketing, and ActiveCampaign has allowed us to keep our prospects engaged. I use this for drip campaigns, ways to follow up with prospects, and sending specialized emails to all clients and prospects.

Pros

  • Allows you to tag contacts for easy lists
  • Sends bulk emails that can be customized with HTML for our brand
  • Connects with social media and makes this easy for us to keep in touch with webinar guests

Cons

  • It is so robust that it is not intuitive as to how to use it. The videos help but require a lot of time to master.
  • I don't like having to pay for previews of email campaigns.
  • So far so good. I would give it a big thumbs up.
I had a problem and wanted a piece of software that would solve that problem. I heard about ActiveCampaign and was sold. So glad I found it. It does exactly what I was looking for. There are so many features that I didn't really think I needed, but as I get better with this, I hope to utilize the software to the fullest extent.
I heard about this CRM at a Financial Advisors conference and they raved about it. I got home and purchased it within the week. I would recommend ActiveCampaign to other advisors. Anything that can replace manpower with automation is better for our bottom line. There are so many details in client acquisition that this makes it easier to keep things moving and nothing falls through the cracks.

ActiveCampaign Feature Ratings

8.5
WYSIWYG email editor
8
Dynamic content
9
Ability to test dynamic content
8
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
Not Rated
List management
9
Triggered drip sequences
Not Rated
9.0
Lead nurturing automation
9
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
Not Rated
9.0
Calendaring
Not Rated
Event/webinar marketing
9
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
8.3
Dashboards
9
Standard reports
8
Custom reports
8
Not Rated
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
Not Rated
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated

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