ActiveCampaign, email automation with a CRM attached
ActiveCampaign is an email automation platform with a sales CRM bolted on well enough to use. If your business sells through email nurture over weeks or months, it is one of the best tools there is. If your business sells on the phone in the first five minutes, the CRM side will feel thin.
Answered personally, usually the same day. If a CRM is not what you need, I will say so.
- I have built ActiveCampaign automations for clients. My own companies run their email through other tools.
- Scoped in writing, priced before work starts
- Your account, your data, documented as it is built
- Not affiliated with ActiveCampaign. No resale, no commission.
Twelve
companies operated, six of them his own
Two
CRM platforms run inside his own companies today, GoHighLevel and Zoho
3,984
inbound calls transcribed and graded to see what the CRM was missing
136,737
legacy contacts cleaned and loaded into working audiences
What ActiveCampaign is good at
First
Email automation: branching, scoring, site tracking, and deliverability that is consistently good.
Second
A sales pipeline that is simple and adequate for a small team.
Third
Fair pricing for the email volume.
Where it is the wrong tool
A phone-first service business. Calling, texting and booking are integrations, not the point of the tool.
Who should pick it
Businesses that sell through content and email over a longer cycle: courses, memberships, consultants, e-commerce with a list, professional services with a newsletter.
What a ActiveCampaign setup covers
List and tag structure, the automations by lead type, lead scoring where it helps, the pipeline, site tracking, and the email templates. Plus a decision about where the phone side lives if you need one.
Asked about ActiveCampaign
- Is ActiveCampaign a real CRM?
- It has a real, simple pipeline. For a small sales team selling by email it is enough. For a team that needs call logging, texting and booking in the same place, it is not the right centre.
- We use it for email. Should sales be in it too?
- If sales is short and email-driven, yes, one tool. If sales is phone-driven, keep ActiveCampaign for email and run sales in a phone-first CRM, connected.
- How does it compare on deliverability?
- Consistently among the best. If your emails land in spam today, that alone can be a reason to move email here regardless of where the CRM lives.
Where to start
Other CRMs
Tell me what is in the way.
One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.