ActiveCampaign

Overview

ActiveCampaign is an email marketing and CRM software that helps businesses drive growth with advanced automation capabilities.

ActiveCampaign makes deal management easy by letting you create, edit, and progress “deals” or active contacts to move them through the pipeline.

With the lead scoring feature, you can score both contacts and deals. You can also set up as many lead scoring programs as you want with different lead scoring systems for different categories. The best part: you can use lead scoring within automations you create.

The Conversations feature allows you to create a seamless customized experience for visitors and contacts. This two-way chat platform lives on your site, helping you to connect with customers, answer questions, and collect information. Create an automated chatbot that engages with visitors however you want it to. Then, manage all of your ongoing Conversations interactions with a Unified Inbox, where all your discussions, contact info, and follow-up emails are stored.

With ActiveCampaign, you don’t just get a comprehensive CRM, you also get a robust email marketing platform. Connect your existing email accounts (like Gmail or Outlook) and send newsletters, autoresponders, and automated emails.

ActiveCampaign also offers a number of useful reports and dashboard views, although the reporting may not be comprehensive enough for those that really want to dig into the data.

Key features

• Sales reporting for individual team members
• Calculate win probability
• Sales funnel automation
• Automated lead segmentation based on lead actions
• Lead scoring for deals and individual contacts
• Automated deal updates
• Follow-up notifications for the sales team
• Task assignment to individuals