A tool that optimized our efficiency and revenue
September 08, 2021

A tool that optimized our efficiency and revenue

Kristy Goodwin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

Active Campaign is used across my whole business. We use it to send EDMs, to manage the sales cycle of clients, and to automate some of the client onboarding and offboarding. It is also used as a tool to send automated emails for digital products we deliver to clients and customers. Overall, it is used as a CRM and digital marketing tool. It has helped to automate many processes that my team once manually completed.
  • CRM
  • Automated sales emails
  • Electronic mailouts
  • I'd love to see a simple dashboard tool with key lead and lag metrics displayed.
  • We've saved significant staff costs once associated with repetitive administrative tasks that have now been automated.
  • We're no longer using a myriad of digital tools. ActiveCampaign is now being used as our CRM and this has made my team more efficient. It's far easier to track new inquiries and prospective clients in the sales process.
  • Great analytic data in terms of email responses.
Active Campaign is far more sophisticated than Mailchimp with so many more features and functionality.

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?

I wasn't involved with the implementation phase

Would you buy ActiveCampaign again?

Yes

ActiveCampaign is an ideal tool for small to medium businesses that are looking for relatively simple ways to automate and streamline processes. It would be less suited to solopreneurs without a team that have an intimate knowledge of ActiveCampaign. Since working with someone who knows the features and functionality of ActiveCampaign we've had great success with utilizing an array of features.

ActiveCampaign Feature Ratings

WYSIWYG email editor
10
Dynamic content
9
Ability to test dynamic content
10
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
Calendaring
10
Event/webinar marketing
10
Social sharing and campaigns
10
Social profile integration
10
Dashboards
8
Standard reports
10
Custom reports
10
API
10
Role-based workflow & approvals
10
Customizability
10

Using ActiveCampaign

4 - Marketing, finance, administration
2 - Virtual assistant, web developer
  • Email delivery
  • CRM
  • Dashboard metrics
  • Email campaigns
  • Automating webinar series
  • Quiz results
  • Better use as a CRM
I'm thrilled with what we've discovered we can do with ActiveCampaign.

Evaluating ActiveCampaign and Competitors

  • Product Features
Active campaign offered many more features.
No. I love Active Campaign.

ActiveCampaign Implementation

My team outsources most of this process.
  • Third-party professional services
We hired experts to automate and set up for us.
Yes - We did it in stages and have only recently learned about more features we could have been using.
Change management was minimal
  • Setting up features correctly
  • Establishing a dashbaord

ActiveCampaign Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I'm not sure. My team handled this.
Yes - Clients in schools unable to receive and/or open emails because of strict filtering.
Always prompt to reply to queries.
Prompt and professional service.

Using ActiveCampaign

ProsCons
Like to use
Relatively simple
Difficult to use
Requires technical support
Not well integrated
Slow to learn
Cumbersome
Feel nervous using
Lots to learn
  • Lists
  • Formatting emails
  • Tags
  • Automations
  • Dashboards
Relatively easy for my team and me to use.