Easy, Effective CRM (and more) that feels like a member of the team
September 07, 2021

Easy, Effective CRM (and more) that feels like a member of the team

Jodie Bidder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Small Business

Overall Satisfaction with ActiveCampaign

ActiveCampaign is an integral feature in our client acquisition.

We use the Forms as a first point of capturing inquiry details. This then drops into automations appropriate to the client's journey they need to take.

We have a whole sequence of follow-up that is all managed via ActiveCampaign using event triggers and tags.

We find the system easy to use.
  • Form integration on to website
  • Email campaigns
  • Automations
  • Generally a place to keep track of a client and their actions
  • Review - offer regular reviews to see how the system can be used better once someone is established with the basics
  • More [how to] video training
  • Keep educating the user of how to get the most out of the system (with video)
  • Our "List" has grown from the 100's to the 1000's managing all those numbers is made easier with the different tags and lists
Before moving to ActiveCampaign I also enquired with infusion soft (now Keap) - I found them really pushy at the front end and that wasn't what I wanted. I needed the time to play a little with the system to see how easy it was to work for me.

We moved from a UK-based CRM system called Intouchcrm.

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

If you are in business and dealing with customers, this system can do so much for you.

We use this as our sales software to engage in client communication [on] a 24-hr/365-day basis.

We could not manage without the system with the number of leads we have per month.

ActiveCampaign Feature Ratings

WYSIWYG email editor
8
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
Not Rated
A/B testing
8
Mobile optimization
9
Email deliverability reporting
9
List management
8
Triggered drip sequences
Not Rated
Lead nurturing automation
8
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
Not Rated
Calendaring
Not Rated
Event/webinar marketing
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Dashboards
6
Standard reports
6
Custom reports
Not Rated
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
8
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated