Let's discuss the ActiveCampaign CRM review to see how much impact it will add to your business.
So if you want to know whether ActiveCampaign CRM might be useful for your business? Then I believed you'd come to the right page.
Based on the reviews, ActiveCampaign CRM is available in all of the pricing plans except the Lite Plan.
In order to assist you in making decisions, continue reading to understand the main lessons we discovered about ActiveCampaign and its CRM.
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Now, let start by looking into the Pros and Cons of ActiveCampaign.
ActiveCampaign Pros and Cons
Here in this section, I will bring some advantages and disadvantages of ActiveCampaign so that you should to evaluate it by yourself and see if it will fits your business.
Pros:
- Seamless Sales & Marketing Automation
Both directions of the automation are from marketing to sales and from sales to marketing. Consider setting up a marketing automation, as part of your sales pipeline, for when a contact reaches the "Quote sent" stage. The procedure assumes the Quote has already been emailed (through another automation). Set the automation to check after a day to see if the contact has responded. If they haven't, the automation will send a second email requesting more details.
- Deals and Contact Management
Deal and contact management are greatly streamlined by the use of ActiveCampaign CRM. In fact, the entire CRM is structured around the idea of being able to create, edit, and progress deals, which may be the reason they call it the "deals CRM."
- Plethora Of Free Tools
ActiveCampaign has created a ton of free tools, including as subject line generators, social media calendar templates, and CRM content. The beautiful thing about these is that anyone can use them—not just customers only.
Cons:
- No Free Plan
One of the lapses of ActiveCampaign is that they don't offer free plan, they only offer 14 days free trial with the full features. You can check this article about ActiveCampaign Free Trial here!
- Report
The amount of customization or granularity that you'd get with CRMs like Salesforce or Microsoft Dynamics is absent from the report dashboard. Therefore, if having quick access to these reports is crucial, you could find ActiveCampaign to be somewhat restrictive. It is also not possible to export the tool's list of your deals (you need to set up an API call for that).
Is ActiveCampaign CRM Right For Your Business?
Here, I will advice you where to and where not to. Just for you to come up with the best decision.
I advice you if:
- You need more than just CRM:
In addition to providing clients with a powerful CRM, ActiveCampaign also enables you to send newsletters and other automated campaigns, create landing pages, send SMS, and engage website visitors in individualized "Conversations" (similar to live chat). Mobile call logging is also possible with the mobile app, which is available for both iOS and Android.
- You need advance sales and marketing automation:
Any type of automation can be put up using ActiveCampaign. Think about automatic segmentation, triggered campaigns, sales follow-ups, dynamic email content, and much more.
- You require in-depth information on e-commerce:
A great ecommerce dashboard is provided by ActiveCampaign. In addition to performance measurements, it also highlights contact engagement during the customer experience and offers suggestions to help you build your online store.
I do not advice you if:
- You expect in-depth, totally editable reports:
The reporting dashboard also has a lack of depth and needs to be improved. This might be a deal-breaker for you. If so, I'd suggest HubSpot, Zoho CRM or check Best CRMs For Email Marketing That Improves Sales.
- You need free plan:
Unfortunately, ActiveCampaign only allows a 14-day free trial and no free plan. HubSpot, Zoho, and Freshworks are CRM platforms with free plans.
ActiveCampaign CRM Pricing
Like I mentioned earlier, ActiveCampaign CRM is not available in Lite plan, which is the most affordable plan in the platform. So if you want ActiveCampaign CRM you need to purchase their Plus Plan or Professional Plan.
As you can see from the screenshot above Lite Plan is $29, Plus Plan is $49, and Professional Plan is $149. So if you want use ActiveCampaign CRM you need to go to those two plans I've mentioned.
There is always ActiveCampaign alternatives if you feel ActiveCampaign pricing is too expensive for you.
How ActiveCampaign Covers the Followings:
Here, I will discuss with you some aspect that ActiveCampaign are excellent about. When you look at the followings step by step details you will understand ActiveCampaign is the best email marketing tool to go with if your business is in medium stage. Here they are:
1. Ease of use
Deals can be simply transferred from stage to stage using ActiveCampaign's drag and drop technology that is based on cards. The helpful "Getting Started" slider simplifies setup.
2. Pipeline Management
You can construct as many stages as you'd like to match your current sales process because stages are completely adjustable. You can also make a pipeline for each of your sales processes, such as separate ones for each product or service you sell.
3. Contact/Deal Management
The typical fields for description, value, stage, contact information, and designated deal owner make it simple to construct deals and link them to sales pipelines and stages. If you need to swiftly reassign deals when someone is away on vacation or is ill, you can bulk edit deal owners, which is excellent.
Advanced segmentation and the Accounts feature, which allows you to establish a record for each business you work with and add a variety of information, including the contacts linked with the business, make contact management easier. With the account note automation action, you can also automatically add account owners and significant information to an account.
4. Automation
For the SMB market, ActiveCampaign offers some of the most cutting-edge sales and marketing advanced features. There are also a ton of templates that you may utilize. Through integrated engagement, you can integrate all of your channels and create automated sales funnels, effectively managing the whole sales process.
5. Reporting
A few helpful reports and dashboard views are provided by ActiveCampaign. The customizing choices, though, might be far more extensive. The Deal Task Overview Report, a cool feature that was recently added, gives you access to metrics on CRM-related tasks and outcomes. On the basis of your e-commerce data, you can also quantify the work that your sales managers or agents do and receive in-depth analyses and suggestions.
6. Lead Scoring
There is also lead/contact scoring. You can assign scores to contacts using these, which can be set up via rules or automations, based on their demographics or the actions they take (e.g. page views, email opens, email clicks)
7. LiveChat
Live chat is offered. Automations for chatbots can also be set up.
8. Web Tracking
Even the lowest tier plan (Lite Plan) allows for site and event tracking.
9. Security
HIPAA, SOC 2, and GDPR compliance. There is a multi-factor authentication option. The Plus, Professional, and Enterprise plans all have user permissions.
10. Language
There are 6 popular languages on the website. A total of 15 different languages are available for your user profile (including Spanish, French, German, Italian, Russian etc.). English and a few other languages are used for customer service.
11. Integration
You can sync your calendar tasks with ActiveCampaign so that they appear in your CRM as well as on Google Calendar, Outlook, and Apple Calendar. Many more tools, including Salesforce and Google Analytics, are also integrated.
12. Support
On all platforms, support is responsive and cordial. Particularly practical and convenient for searching is the knowledge base. One-on-one training is provided with the 'Plus' plan, along with video lessons and webinars.
Watch this video to understand more on how things work.
Final Thought
ActiveCampaign is first and foremost an email marketing platform, then a CRM. But does that mean you should do it?
My response is "yes," but only if:
- The main sources of your sales are web inquiries, email marketing, and automated campaigns (or you plan on generating most of your business through these channels)
- You value having the ability to automate conversations and tasks.
- Your marketing and sales crew is very modest, but they are dedicated to following the necessary procedures.
- You don't require in-depth, completely configurable reports.
Its reporting capabilities may not be as advanced as those of some other specialized (and better-known) CRMs, but it does have a few truly good qualities, including sleek automations, seamless integration of sales and marketing tasks, and incomparable email deliverability. So it's definitely worth a shot if you think that could genuinely help your business.
If you still don't get it, you can check out our article ActiveCampaign Reviews where we revealed every-every pertaining to ActiveCampaign email marketing company. Also you can check to see how ActiveCampaign Landing Pages perform in this article.
If you have any query regarding to this ActiveCampaign CRM review, do not hesitate to compose it in the comment section below.