We use ActiveCampaign to manage our workflows using the Deals functionality. It works great to keep our teams on track and make sure customer data is not missed or misplaced. Major missing feature, NO FILE ATTACHMENTS. But aside from that, it works great. We also use the Conversations functionality on our website which works great. And the most functional features: the sites and campaigns for keeping in touch with customers and capturing data work awesome.
Pros
Email campaigns
Intake forms
Automations
Cons
Attachments to deals: this is a major miss.
Likelihood to Recommend
If you're looking for automation, AC is top of the game here. As a CRM, it's average. The Kanban Deals function is simple and effective, but the lack of file attachments may render it not appropriate for some users.
Active Campaign is primarily being used as a sales and marketing tool. We monitor touchpoints and use them to keep our customers and potential customers informed of new developments and products. It is an effective tool and very user-friendly. We maintain notes about customers and can segregate our customers by product type, discipline, or geography.
Pros
Simplicity of use/user friendly
Data organization
Great design graphic ability
Wide variety of search functions
Campaign management
Cons
Add other graphic format capabilities.
More preformatted design options in the templates specific to our industry (construction).
On line Chat option for design questions.
Likelihood to Recommend
Active Campaign is ideal for e-mail blasts! The ease of use to create templates is great. Being able to add HTML links and share videos is very user-friendly. I do not currently use Active Campaign for project tracking and/or pipeline management, I think it could easily be expanded to do this, but I need more experience/instruction.
We are using ActiveCampaign Deals CRM to keep track of sales and for email automations to our clients depending on the stages they are in.
Pros
Email Automation
Campaign Creation
CRM Organization
Cons
Calendar functionality. Why do I have to save the date first then the time when making an appointment?
2 way email communication for Deals.
Better reporting capabilities. Yes you have reports but i'd like to customize the information i need without having to spend a boat load more for an upgrade
Likelihood to Recommend
[ActiveCampaign is well suited for] organization!!!
VU
Verified User
Consultant in Marketing (Construction company, 51-200 employees)
