--- title: "ActiveCampaign Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ActiveCampaign Software - reviews, pricing plans, popular comparisons to other Email Marketing products and more." source_url: "https://www.capterra.com/p/79367/ActiveCampaign/" page_type: "product" language: "en" publication_date: "2026-10-28" --- # ActiveCampaign Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ActiveCampaign ## What is ActiveCampaign? ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations ## What is ActiveCampaign used for? [Email Marketing](https://www.capterra.com/email-marketing-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Recognitions Shortlist Overall rating Based on 2,574 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 2% Pros & cons Comprehensive email automation features Consistently effective business tool Limited and clunky builder tools Frequent bugs and glitches Starting price $15 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Email Marketing / 2026 - Marketing Automation / 2026 - Contact Management / 2025 - Lead Generation / 2025 - Lead Management / 2025 - Sales Force Automation / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ActiveCampaign?[Manage this product listing](https://www.g2.com/products/activecampaign/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ActiveCampaign 4.6 (2,574) VS. [### Brevo](https://www.capterra.com/p/132996/brevo/) [4.6 (3,526)](https://www.capterra.com/p/132996/brevo/reviews/) Starting Price $15 Flat Rate, Per Month Starting Price $9 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (2,542) Ease Of Use 4.6 (3,514) Value For Money 4.3 (2,241) Value For Money 4.5 (3,091) Customer Service 4.4 (2,142) Customer Service 4.5 (3,090) ## ActiveCampaign alternatives [MailerLite](https://www.capterra.com/p/136603/MailerLite/) [4.7 (2,325)](https://www.capterra.com/p/136603/MailerLite/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/136603/MailerLite/) [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) [4.3 (2,956)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/31898/Constant-Contact/) [EmailOctopus](https://www.capterra.com/p/147415/EmailOctopus/) [4.8 (657)](https://www.capterra.com/p/147415/EmailOctopus/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147415/EmailOctopus/) Highest Rated [Systeme.io](https://www.capterra.com/p/198994/Systeme/) [4.8 (2,131)](https://www.capterra.com/p/198994/Systeme/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198994/Systeme/) [View all alternatives](https://www.capterra.com/p/79367/ActiveCampaign/alternatives/) ## FAQs about ActiveCampaign Overview ### What problems does ActiveCampaign solve? ActiveCampaign solves missed follow-ups, disconnected lead data, and time-consuming manual email work by automating behavior-based sequences, segmenting contacts, and linking campaigns with CRM pipelines. Marketing teams, sales representatives, agencies, e-commerce operators, and small businesses use it to nurture leads, manage customer journeys, coordinate outreach, and track campaign engagement. Answer based on 1661 reviews Overview ### Which roles and teams benefit most from ActiveCampaign? ActiveCampaign is most used by business owners, founders, CEOs, and executive leaders who manage customer communication and sales follow-up. Marketing managers, marketing directors, and CMOs use it to build email campaigns, segment audiences, and track engagement. Coaches and consultants rely on automation to nurture leads, schedule follow-ups, and maintain client relationships. Answer based on 2531 reviews Overview ### What company size and industries is ActiveCampaign built for? ActiveCampaign is the AI-first marketing platform for small businesses, representing 94% of reviewers, especially Marketing and Advertising organizations (19%). It targets marketers, agencies, and entrepreneurs, while also serving Health, Wellness and Fitness (10%) and E-Learning (6%); midsize and enterprise users account for 4% and 2%. Answer based on 2571 reviews Features and Usability ### What are the key features of ActiveCampaign? ActiveCampaign includes email campaign management for creating, scheduling, and monitoring targeted emails, plus marketing automation for personalized follow-ups and lead nurturing. Contact management, customizable fields, and list management organize and segment audiences, while web forms support lead capture. Reporting/analytics tracks campaign engagement, and it also covers CAN-SPAM Compliance. Answer based on 377 reviews Pricing ### How much does it cost and what fees or limitations are included? ActiveCampaign starts at $15 per month for the Starter plan, with a free trial available. Plus costs 49, Pro 79, and Enterprise 145 per month. Starter supports up to 25,000 contacts, while reviewers report costs can rise quickly as contact lists grow and some advanced features require higher tiers. Answer based on 693 reviews Integrations ### Which third-party tools and platforms does ActiveCampaign integrate with? ActiveCampaign integrates with over 100 integrations, including Zapier, WordPress, ClickFunnels, WooCommerce, Shopify, Calendly, Google Sheets, and Stripe. These connections support website lead capture, ecommerce data synchronization, appointment scheduling, spreadsheet updates, payment-related workflows, and cross-platform automation through Zapier for organizations using multiple business systems. Answer based on 645 reviews Getting Started and Support ### How easy is it to onboard and train a team on ActiveCampaign? ActiveCampaign offers in-person and live online training, webinars, documentation, and videos. Reviewers report that nontechnical users can launch basic email campaigns quickly, while admins and marketers need more time for automations, custom fields, integrations, and workflows. The feature-heavy interface can overwhelm beginners, but tutorials and support help teams build confidence. Answer based on 409 reviews Getting Started and Support ### What customer support options does ActiveCampaign offer, and how do users rate the experience? ActiveCampaign offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as helpful, knowledgeable, and quick, with useful documentation and tailored guidance. However, experiences vary: some report delayed ticket responses, limited chat availability, generic answers, and difficulty reaching a human for complex issues. Answer based on 781 reviews Security ### How does ActiveCampaign handle data security and access control? ActiveCampaign uses internal user management, access controls, email-based two-factor authentication, and opt-in/opt-out controls to manage account and email-list access. Reviewers also describe secure email delivery and list protection, with one citing HIPAA compliance. However, some report difficult regional-sales permission setup and delayed or missing two-factor authentication codes. Answer based on 20 reviews ## Who uses ActiveCampaign? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive email automation features 92% positive reviews out of 297 Most reviewers find email automation streamlines campaigns, saves time, enables segmentation, and supports advanced workflows. Melanie S. Founder, 1 employee. "One of the things I appreciate about ActiveCampaign is its robust automation features which streamline email marketing processes." Limited and clunky builder tools 48% negative reviews out of 200 Some reviewers say page and form builder lacks customization, is unintuitive, and often requires excessive troubleshooting. Colleen H. VP of Marketing, 11 - 50 employees. "Non-intuitive, difficulty formatting, you are constantly searching for how to do things, and my favorite - just doesn't save what you are working on, meaning you have to re-do things ALL THE TIME." Consistently effective business tool 94% positive reviews out of 82 Most reviewers describe effectiveness as a key benefit, noting reliable results, ongoing improvements, and measurable business impact. Frequent bugs and glitches 63% negative reviews out of 150 Most reviewers indicate recurring bugs and technical issues disrupt workflows, with slow or insufficient resolutions. Sunil B. CEO, 10,001+ employees. "Now there are errors, bugs and feature reductions almost every week that are surprising and frankly alarming." Supportive onboarding experience 92% positive reviews out of 74 Most reviewers appreciate onboarding, highlighting personalized training, helpful support, and smooth setup for new users. Slow and laggy performance 74% negative reviews out of 116 Most reviewers report performance and speed issues, including slow loading, lag, and delays during key tasks. Mike D. Founder, 2 - 10 employees. "I'm based in Spain and it sometimes felt like I was back in the 90's due to the slow responses from their server." ## Features AI summary Based on 20,574 Email Marketing reviews Capterra data shows that buyers of Email Marketing software rank the following features as their top priorities: - **Email Campaign Management** (**50%** of reviewers rated this feature as critical) - **Campaign Scheduling** (**45%**) - **Contact Management** (**40%**) ActiveCampaign supports all three of the features reviewers rate most highly: **Email Campaign Management**, **Campaign Scheduling**, and **Contact Management**. Together, these capabilities help businesses create and send targeted campaigns, plan delivery at the right time, and keep subscriber information organized, allowing teams to run more consistent and effective email marketing programs. Email Campaign Management 4.6 (641) 62.09% of 641 reviewers that rated this feature as important or highly important ActiveCampaign offers intuitive tools for designing, segmenting, and tracking email campaigns. Users think campaign setup is simple, reporting is detailed, and managing multiple campaigns is efficient, though some mention deliverability and support could be improved. Campaign Scheduling 4.5 (102) 74.51% of 102 reviewers that rated this feature as important or highly important Set campaign schedules by selecting start, pause, and end dates Contact Management 4.5 (796) 55.90% of 796 reviewers that rated this feature as important or highly important This aspect helps you store, segment, and personalize communications for each contact using tags and custom fields. Reviewers appreciate the organized dashboard, ease of segmentation, and comprehensive contact profiles, though some mention editing contacts can be time-consuming. List Management 4.4 (406) 52.46% of 406 reviewers that rated this feature as important or highly important You can organize, segment, and tag contacts efficiently for targeted messaging. Some reviewers find list management straightforward and flexible, with easy imports and segmentation, though a few mention manual syncing with external systems and occasional list-cleaning challenges. Mobile Optimization 4.4 (441) 54.88% of 441 reviewers that rated this feature as important or highly important It gives you responsive email templates that automatically adapt to mobile devices, ensuring a consistent look across screens. Reviewers indicate emails display well on phones, boosting open rates, but some mention occasional formatting issues and a need for better mobile editing. Marketing Automation 4.7 (556) 58.99% of 556 reviewers that rated this feature as important or highly important With this capability, you can easily build custom workflows, automate communications, and personalize messages using segmentation and triggers. Reviewers appreciate how it saves time, nurtures leads, and integrates smoothly with tools like Zapier and CRM systems. ActiveCampaign 520 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - 2-Way Messaging: Send and receive text messages to communicate with clients or prospects in real-time - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad Inventory Management: Manage advertised inventory that is featured and tracked across marketing campaigns - Ad Optimization: Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more. - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Advanced Customization: Allows users to edit a page's HTML or CSS code, or add custom code. - Advertising Management: Manage advertising space and its sales within your network or publication - Affiliate Management: Track an affiliate partner's promotion of a product or service and any associated sales - AI: Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Copy Generation: Generates channel-specific marketing content using AI models - AI SMS: Uses AI to automate audience targeting, SMS message personalization, and performance optimization. - AI Sorting: Automatically sorts mail into untuitive categories and/or folders. - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI Text-to-Speech: Simulates human-like speech from text inputs. - AI Writing Assistant: Generates and edits text using machine learning - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts: Provides real-time alerts and sends notifications to users in-app or through email, text message or otherwise. - Alerts - Mortgage CRM: Facilitates the creation and maintenance of relevant notifications for important dates - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Algorithmic Attribution: Uses machine learning to create an attribution model. - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - Analysis: Provides context around identified information, including historical threat data, threat location data from geotags or inferred data, threat actors names, relationships, URLs, and other relevant information to conduct further investigations. - Analytics: Tools for the systematic analysis of various types of data or statistics - API: Application programming interface that allows for integration with other systems/databases - API Integration: Connect to databases, web services, or APIs for robust data integration - Apple Calendar Integration: This software integrates with Apple Calendar. - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Attachment Search: Enables users to search for specific email attachments. - Attribution Modeling: Analyzes the amount of credit that should be assigned to sales and conversion touchpoints. - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Auto-Dialer: System that automatically dials calls - Autofill: Automatically populating fields or sections within a form - Automated Alerts and Tasks: Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. - Automated Email Responses: Set up automated nurturing emails based on events, online activities, and lead scores - Automated Replies: Provides automated WhatsApp message replies to recipients - Automated Responses: Automatic reply functionality for incoming messages - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Replies: Provides automatic text message replies to recipients - Automatic URL Shortening: Provides automatic URL shortening to use less characters via text - Autonomous Task Execution: Completes tasks independently without constant human intervention - Autoresponders: Create and automatically send premade copy in response to customer messages - B2B Attribution: Provides features for B2B marketers. - B2C Attribution: Provides features for B2C marketers. - Basic Reporting: Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Batch Uploading: Allows marketer to upload campaign inventory in a single batch instead of one piece at a time. - Behavior Analytics: Track and analyze user behavior within a system or network - Behavioral Triggering: Initiates campaigns based on real-time user actions - Best Time of Day Scheduling: Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations - Blacklist and Whitelist: Tracking recipient tagging of domains for blacklists and whitelists. - Borrower Management: Searchable database of information about loan borrowers - Brand Guidelines: Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines - Brand Reputation: Measuring overall reputation of brand based on all email activity. - Brand Safety: Monitors and reports on social media activity pertaining to brand names or campaigns in order to identify fraudulent, misleading, or compromising mentions - Brand Tracking: Monitor social media posts or web that mention a particular brand - Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budget Pacing: Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids. - Budgeting: Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Build: Allow users to create their own email templates - Building and Personalizing Emails: Create and design emails with an editor; manage templates; personalize dynamically - Bulk Editing: Enables marketers to edit campaigns in bulk as opposed to one piece at a time. - Bulk SMS: Provides templates for mass mobile messaging campaigns - Bulk WhatsApp Messaging: Enables users to send mass WhatsApp marketing campaigns - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Buyer Intelligence: Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. - Calendar: A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Calendaring: Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. - Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. - Calls and Voice: Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Dashboard: Overview of all media purchases and campaigns in a single interface. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Optimization: Identifies trends in social media campaigns, such as optimal posting times, to improve performance. - Campaign performance: Enable tracking and enhancing the effectiveness of performance marketing campaigns to drive targeted traffic to relevant streams - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Canned Responses: Shortcuts for inputting frequently used messages - Cart Abandonment: Deliver messages targeted at buyers who are about to leave an online store - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Close Ecosystem API: Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Competitor Monitoring: Track activity of your competitors - Compliance - Mortgage CRM: Facilitates or integrates with tools that ensure loan compliance - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Consent Management: Manage user consent requests and documents - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: This aspect helps you store, segment, and personalize communications for each contact using tags and custom fields. Reviewers appreciate the organized dashboard, ease of segmentation, and comprehensive contact profiles, though some mention editing contacts can be time-consuming. - Contact Management - Mortgage CRM: Stores and manages contacts, leads, and prospects - Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology). - Content Ideas: Assists in the ideation process for creating new content, including themes, content types, titles and more - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Marketing: Publish and distribute content to targeted audiences - Content Publishing Options: Facilitates online authoring and publishing of the content - Contract/License Management: Track, store, and access client contracts or licenses - Conversational Campaign Setup: Enables campaign creation using natural language prompts - Conversational Messaging: Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty - Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Conversion Viability: Reports on and analyzes lead scores to determine the conversion rate of lead opportunities - Convert to PDF: Create, edit, convert to and from PDF files - Creative Optimization: Tools offered for creating and optimizing creative components of campaigns. - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM & CDP Integration: Connects with CRM & customer data platforms for unified data access - CRM Integration: Integration with third-party CRM systems - CRM/Email Integrations: Integrates with popular CRMs and email marketing software - Cross Channel Attribution: Track user conversions from all digital sources - Cross-Channel Orchestration: Coordinates messaging across email, SMS, & other channels - Cross-Device Attribution: Tracks customer interactions across mobile and desktop. - Cross-system Integration: Works across multiple software systems or databases - Custom Attribution: Allows the user to create a custom attribution model. - Custom Reporting: Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer - Customer Activity Tracking: A report showing what actions customers perform - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Scoring: Adjust the weighting of various scoring criteria to control how scores are calculated - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Customization Interface: Quality of interface for designing and customizing conversation maps. - Dashboard Creation: Creation and customization of dashboards - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Enrichment: Combines data from internal sources with disparate data from other internal systems or external sources - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Quality Management: Data quality consists of deduplication, cleansing, and appending your marketing database. - Data Recovery: Ability to restore deleted, hidden, or lost data from an email server/system - Data Security: Protect sensitive data for digital privacy - Data Segmentation: Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. - Data Sourcing: Provides integration with various drug, imaging, and genomic databases - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Data Visualizations: Displays attribution data through easy-to-interpret charts and graphs. - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Demographic/Firmographic Data: Characteristics for segmenting companies or customers - Design: Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) - Design Management: Collaborate on creating a product by sharing and adjusting designs through a shared portal - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Display Ad Management: Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads. - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Domain Integration: Allows companies to connect landing pages to their existing domain. - Domain Reputation: Measuring overall reputation related to specific sending domains. - Domains: Sending domain quality analysis. - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Dynamic Content Optimization: Refines content continuously based on engagement signals - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - E-commerce Integration: The ability to integrate installment payment software into an online store or e-commerce platform in order to add additional payment options. - E-commerce integrations: Integrate the software with major ecommerce shopping carts and platforms - Electronic Signature: Digitally sign online documents - Email: Offers the ability to send unlimited emails directly from the server without incurring any additional cost. - Email and Mobile Preview: Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. - Email Campaign Management: ActiveCampaign offers intuitive tools for designing, segmenting, and tracking email campaigns. Users think campaign setup is simple, reporting is detailed, and managing multiple campaigns is efficient, though some mention deliverability and support could be improved. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Marketing Automation - Mortgage CRM: Automates email or other marketing campaign efforts - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Email Tracking/Automation: Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. - Embedded Forms: Enables forms to be embedded onto a website without having to create code from scratch - End-to-End Campaign Execution: Builds & launches campaigns without manual workflow configuration - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Enterprise Scalability: Provides features to allow scaling for large organizations or an expansive web presence. - Escrow Management: Automate maintenance of escrow accounts on behalf of borrowers - Event / Webinar Marketing: Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. - Event & Data Ingestion: Ingests behavioral & transactional data for real-time decisioning - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Exporting & Sharing Data: Enables user to communicate data by securely exporting and sharing it. - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Brokers: Used by brokers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Marketing and Advertising: Used by marketers and advertisers - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Fraud Protection: Ensures marketer's ad reach and performance is not inflated by bots or spam websites. - Frequency Capping: Allows marketer to set a limit on how many times a consumer sees their ad. - Full Text Search: Search for specific words or phrases within a document or database - Gamification: Games or game-like elements to track progress and reward accomplishments - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Geo-Targeting: Able to tailor ads based on consumer general region, state or designated market area (DMA). - Gmail Integration: This software integrates with Gmail. - Goal-Based Campaign Planning: Translates marketing goals into structured campaign strategies automatically - Grammar Check: Check text for proper grammar usage - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Group Messaging: Group messaging lets multiple people carry on a group conversation - Guided Selling: A process designed for sellers to guide them through the entire selling process - High-Volume Sending: Ability to send thousands of unique, personalized emails per second. - HTML: Use drag-and-drop HTML editing to create email templates - HTML Editor: Add, edit, and manipulate HTML code directly - Image Library: Store and manage images - In-App Ads: Allows for ads to be placed in mobile apps. - Inbox Management: Organize, prioritize, and manage incoming communications - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - IP Address: IP address quality analysis. - Issues: Allow for users to identify potential issues that would stop their emails from sending - Keyword Research Tools: Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns - Keyword Tracking: Track and monitor a specific set of keywords - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Context: Integrates with CRM or marketing automation tools to contextualize lead data - Lead Distribution: Route and distribute your leads to third party buyers - Lead Gathering: Capture and organization of leads from conversations. - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Opportunity: Aligns lead scores with predefined lead distribution criteria - Lead Prioritization: Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Scoring and Grading: Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. - Lender Relationship - Mortgage CRM: Facilitates communication and relationship nurturing between lenders and loan officers - Library: Provide a library of templates for various purposes such as website engagement or e-commerce - Link Shortening: Shorten long links into custom or branded links - List Management: You can organize, segment, and tag contacts efficiently for targeted messaging. Some reviewers find list management straightforward and flexible, with easy imports and segmentation, though a few mention manual syncing with external systems and occasional list-cleaning challenges. - Live Chat: Ability to chat online in real time - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - LOS Integration - Mortage CRM: Easily integrates with loan origination solutions - Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue - Manage Email Deliverability: Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. - Manage Email Lists: List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. - Marketing Automation: With this capability, you can easily build custom workflows, automate communications, and personalize messages using segmentation and triggers. Reviewers appreciate how it saves time, nurtures leads, and integrates smoothly with tools like Zapier and CRM systems. - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Marketing Campaigns: The ability to create and customize marketing campaigns based on user data. - Marketing Lead Database: A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. - Marketing Management: Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding - Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities - Mass Texting: Send messages to multiple subscribers at the same time - Media Library: Collection of images, videos and other digital content that can be used - Message Personalization: Personalize text messages using templates and custom fields - MMS: Sending/receiving messages with multimedia content like images, audio, or video over a cellular network - Mobile: Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Coupons: Electronic coupons delivered to a mobile device that can be exchanged for a discount - Mobile Forms: Allows users to build, distribute and access forms from a mobile device - Mobile Keywords: Unique word that contains letters or numbers that identifies specific campaigns - Mobile Optimization: It gives you responsive email templates that automatically adapt to mobile devices, ensuring a consistent look across screens. Reviewers indicate emails display well on phones, boosting open rates, but some mention occasional formatting issues and a need for better mobile editing. - Mobile Optimized: Support mobile-optimized emails, online forms, and landing pages. - Mobile Responsive: Creates mobile responsive pages for optimized viewing on mobile devices. - Mobile Rich Media Capabilities: Supports rich media mobile ads that involve user interaction. - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Distribution: Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multi-page Forms: Allows users to create forms with more than one page - Multi-step Planning: Ability to break down and plan multi-step processes - Multi-Touch Attribution: Evaluate the impact of each touch point that drives a conversion - Multi-user Account: Enables multiple users to login to the same account to maintain a single account for your entire marketing team. - Multiple Scoring Models: Create multiple models or equations for generating scores - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Natural Language Processing: Process and analyze human language in text or audio form - Newsletter Management: Create and update newsletter content to increase engagement - No-Code Customization: Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface - Notifications: Reliably and visibly notifies the desired audiences of the latest product updates and directs them to the relevant documentation. - Offline Attribution: Allows users to track touchpoints through offline channels, such as events. - Offline Capability: Allows users to access and finalize forms without an internet connect. - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - One-to-One Messaging: Send personal messages to clients or attendees - Open Rate: Success of recipients receiving and reading letters. - Open Rate Tracking: Track the number of open emails, messages, and texts for any campaign - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. - Optimization: Offers the ability to enhance listings with menus, photos, videos, or other rich data - Other: Integration with other corporate software solutions such as travel and expense. - Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Partner Relationship Mgmt. (PRM): Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information - Payment Tracking: Track sent and received payments, invoices, and bills. - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Personalization Engine: Machine learning or artificial intelligence that powers the personalization features of the platform. - Personalized Content Creation: Tailors messaging dynamically to individual user attributes - Personalized Messaging: Tools to create personalized messaging based on customer data collected from purchases or viewing history. - Pipeline Acceleration: Determines which leads should be prioritized and then accelerates them up the pipeline - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Placement: Tracking which folder email appears in. - Policy Compliance: Determing email and domain compliance with policies such as DMARC. - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Pop-Up Types: Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. - Pre-Designed Templates: Provides pre-designed themes and templates for pop-up messages - Pre-Made: Offer pre-made email templates - Pre-Qualification: The initial step in the mortgage workflow - Predefined Rules: Allows users to set up predefined rules to automatically sort incoming mail. - Predictive Analytics: Predict future data based on historical data sets - Predictive Audience Segmentation: Creates audience segments using machine learning predictions - Predictive Modeling: Analyzing historical and current data and generating a model to help predict future outcomes. - Preview Functionality: Preview materials before finalizing projects - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Processing Time: Measuring of delivery latency/processing time. - Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. - Product Recommendations: Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history - Profiles: Creates user profiles similar to social media pages that display private or public statuses and updates. - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Promotional Messages: Able to deploy promotional or other pop-up messages based on user actions. - Proofing: Offer email proofing capabilities - Property Tax Management: Calculation of consumption tax imposed on properties - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - QR Codes: Matrix barcode that stores information - Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed - Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. - Quotes/Estimates: Generate quotes or estimates for customers - Reach: Amount and quality of inventory partner sites on which ads can be placed. - Real Estate CRM - Mortgage CRM: Organizes prospect and client pipelines to align with loan and real estate requirements - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Campaign Adaptation: Adjusts campaign execution dynamically based on engagement & performance data - Real-time Conversations: Send and receive messages in real-time via an online communication channel - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Recommendation: Recommend products based on order history and online behavior - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reports & Analytics: Using the database of visitor information, provide insights into regular visitors and their frequency of visits to plan for future arrival. Plus enable access for certain admin in case of audits, emergency, or checking anomalies. - Reputation Management: Monitor and manage customers' perceptions about a business, product, or service - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Responsive Web Design: Web design that automatically adjusts to look good on different screen sizes - Retargeting: Adding retargeting pixels to track users who click a link and show them targeted ads - Retargeting Ads: Ads that target individuals who have previously interacted with a brand or visited a specific website - Revenue Analytics: Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. - Rich Media Capabilties: Supports rich media display and video ads that involve user interaction. - Risk Analysis: Analyze potential risks across the organization - ROI Analytics: Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Coaching and Insights: Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. - Sales Conversion: Success rate of conversations leading to customer purchases. - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Gamification: Enables competition between a sales team by providing things like challenges and scoreboards. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search Marketing: Track visibility and traffic from search engines - Search Tracking and Optimization: Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Send-Time Optimization: Determines optimal message delivery times per user - Sending Outbound Emails: Supports the ability to send outbound email campaigns to external recipients. - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - SEO: Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO. - SEO / Keyword Analytics: Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. - SEO Management: Optimize and manage the search engine optimization efforts for a website or digital content - Sequencing: Mapped-out responses for conversations. - Shareable Link: Ability to share email templates via a link to collect feedback on the created emails easily - Shared Inboxes: An email inbox that can be accessed and managed by multiple individuals - Shared Records: Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. - Shortcodes: Short phone numbers that used to opt-in to SMS campaigns - Signature Management: Add and maintain centralized email signature(s) across an organization - Single Sign On: Allow users to access multiple services after entering their login credentials once - Single-Touch Attribution: Uses an attribution model that assigns credit to one touchpoint in the customer’s journey. - SMS Marketing: Send promotional campaigns or transactional messages via text messages - SMS Messaging: Send messages via SMS - Snooze: Provide a feature to snooze, or defer, non-urgent emails. - Social Campaigns: Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. - Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone - Social Functionality: Product functionality for social advertising. - Social Listening: Monitor social media sites for specific keywords - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Advertising: Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time - Social Media Engagement: Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social media integrations: Tools for attendees to post to social media during an event. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. - Social Promotion: Market event via social media tools - Social Sharing: Allows businesses to share their videos on social media. - Softphone: Use your computer as a phone device to make calls over the internet - Spam Blocker: Filters used to determine different types of malware threats - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Statistical Analysis: Apply statistical/mathematical models to sets of data - Stock Images: Provide a library of stock images to use for emails - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Subscriber Management: Add or remove subscribers from mailing lists - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Support Ticket Management: Allow customers/users to submit support queries and service requests - Survey Builder: Create and manage surveys - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Tags: Allows users to create and assign custom tags to emails. - Targeting: Target who sees an ad or ad campaign based on demographics, location, technographic, or content being displayed. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text and Themes: Allow users to edit text and themes on email templates - Text Editing: Edit text as needed - Text Message (SMS): Conversations enacted through text message (SMS). - Text Scheduler: Provides the ability to schedule single or bulk text messages to recipients on a specific date and time - Text-to-Landline: Text enables landline phones so users can receive text messages sent to an existing business number - Text-to-Win: Messaging system designed for contests and sweepstakes - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time to Open: Tracking time between delivery and open. - Tone Selection: Choose the desired tone for content to be generated - Transactional Messages: Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications - Transactional SMS: Allows users to establish automated workflows and triggers to deliver transactional text messages - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Triggered Campaigns: Ability to trigger time-based or behavior-based pop-up campaigns - Unified Inbox: Consolidates multiple email accounts into one viewable platform. - User Data: Able to access user-specific data such as location, language, gender, and activity while on the site. - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Voice assistants: Allow users to use voice assistants, such as Alexa, Google Assistant, and Siri to shop using voice commands. - WCM Integrations: Integrates with web content management systems - Web: Provides features for tracking competitors websites including information such as pricing changes or new product features - Web Analytics: Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Website: Conversations enacted through embedding or pop-ups on websites. - Website Analytics: Track and analyze information regarding website visitors - Website Management: Built-in website builder or integration with third-party site - Website Publishing Options: Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - WhatsApp Commerce: Allow customers to browse, discover, research, purchase, and complete payment in real-time - White Label: Ability that lets users rebrand the software to make it look like their own - Whitelisting/Blacklisting: Control system access and/or deliverability for applications and email addresses - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflow Performance: Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.5 (2,532) 4.5 Based on 2,532 reviews ## Pricing Value for money 4.3 (2241) Free Trial [View pricing plan details](https://www.capterra.com/p/79367/ActiveCampaign/pricing/) Starter $15.00 Flat Rate,Per Month It includes: - Email Marketing - 250+ Pre-Built Templates - Import Contacts & Leads - Email Campaigns & Newsletters - 900+ Automation Recipes - Drag & Drop Email Designer - Site Tracking - 5 Actions Per Automation - Dynamic Content - API - Basic & inline forms - Chat and Email Support - Marketing Automation - Customer Analytics Plus $49.00 Flat Rate,Per Month It includes: - Advanced Integrations With E-Commerce Applications Such as Shopify and Bigcommerce - Automations Map - Customer Health Scoring - Customer User Permissions - Landing Pages - Chat and Email Support - Generative AI - Inbox preview & testing - Enhanced CRM Add On - Goals - Site Messages - SMS Add On - Sales Reporting - Custom Event Tracking Pro $79.00 Flat Rate,Per Month It includes: - Automations Map - Win Probability - Split Automations - Site Messages - Predictive Sending - Predictive Content - In-App Messaging - Attribution Reporting - Conditional Content - Conversion Tracking & Reporting Enterprise $145.00 Flat Rate,Per Month It includes: - Predictive Sending - Contact Enrichment - Custom Domain - Custom Reporting - Free Design Services - HIPAA Support - Social Data Enrichment - Single sign-on (SSO) - Premium CRM integrations - Zendesk - Dedicated account team - Uptime SLA Value for money 4.3 (2,241) 4.3 Based on 2,241 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Wix](https://www.capterra.com/p/169007/Wix/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[ Adobe Illustrator](https://www.capterra.com/p/227125/Adobe-Illustrator/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (2142) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (2,142) 4.4 Based on 2,142 reviews ## User reviews Overall rating 4.6 Based on 2,574 reviews Filter by rating 5(1711) 4(683) 3(118) 2(32) 1(30) Mentioned topic Sorted by most recent AG Anja G. CEO Education Management ### "Active Campaign - Solides E-Marketing-Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 October 26, 2026 Seit mehr als 6 Jahren meine E-Mail-Marketing-Plattform. Sehr zu empfehlen. Insgesamt bin ich mit ActiveCampaign sehr zufrieden. Ich nutze es für meinen Newsletter, Freebies und Webinar-Strecken, und die Automatisierungen laufen zuverlässig. Die Einarbeitung hat etwas Zeit gekostet, aber das hat sich gelohnt: Heute spart mir das Tool jede Woche viel Arbeit, und meine Kontakte bekommen passgenaue Inhalte. Pros Sehr verlässliche E-Mail-Marketing-Plattform. Am meisten überzeugen mich die Automatisierungen. Ich kann Willkommensstrecken, Erinnerungen und Follow-ups einmal aufsetzen, und sie laufen zuverlässig im Hintergrund. Dazu kommen die flexiblen Tags und Segmente, mit denen ich meine Kontakte gezielt und persönlich anspreche. Das spart mir jede Woche viele Stunden. Cons Nicht ganz günstig, aber gut. Am wenigsten gefällt mir die Preisgestaltung. Mit wachsender Kontaktzahl steigen die Kosten schnell, und einige wichtige Funktionen gibt es erst in den höheren Tarifen. Für Einsteigerinnen ist die Einarbeitung außerdem recht zeitintensiv, weil die vielen Möglichkeiten anfangs überfordern können. Alternatives considered [Brevo](https://www.capterra.com/p/132996/brevo/) Reasons for choosing ActiveCampaign Brevo schlechter Kundensupport und auch teuer je mehr Kontakte Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LC Laila C. Associate Engineer Biotechnology ### "My Views on ActiveCampaign Usage for 4+ Years" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 22, 2026 Pros ActiveCampaign is among the email marketing automation platforms that we use in my Biotechnology firm. I like how it allows me to create, customize and send high-volume outbound marketing emails. Cons The iOS mobile application is great but I slightly dislike how it doesn’t offer some features such as auto-responders available in the cloud apps. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TS Thompson S. Attorney Law Practice ### "We've stopped letting client intake follow-ups fall through the cracks." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 17, 2026 I don't write reviews often, but this has quietly solved a real problem. Clients get timely responses, we don't forget to circle back on unsigned retainers, and I'm not manually sorting through intake emails at night. Worth the cost for a small firm that can't afford a full-time intake coordinator. Pros We used to lose prospective clients just because someone forgot to send a follow-up email or check back after an initial consultation. Now, the automation handles all the intake sequences, consultation reminders, and document requests, I don't have to keep track of who needs what anymore. For a two-attorney firm like ours, that matters way more than most software we've bought. Cons The reporting dashboard shows more marketing metrics than I need as an attorney. I care about response rates and whether someone opened our retainer agreement, not heat maps. Minor complaint, since the core email tracking works fine. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Muhammad A. Software Specialist Information Technology and Services ### "Best for Creating Brand Content and for Managing Email Campaigns" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 October 6, 2026 ActiveCampaign provide powerful automation for product campaign its integration with Shopify and WordPress is major plus point for allowing us to connect with existing applications for centralized data. It is simple to learn and building email funnel required minutes to complete and the customizable sections make it easy to create brand content with visual editors. Pros I like how ActiveCampaign provide powerful automation options for building complex customer journeys, the ability of setting up multiple workflow help to trigger customer behavior to make marketing scalable. Integrated CRM tools regarded for keeping contact data fully organized and gives us control over email marketing with testing options. Cons Customer Support is helpful but when we create a ticket we have to wait long time for response sometimes it takes more then a week which slows down the workflow regarding running product campaign. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP Jessica P. Marketing Automation Specialist Lead Consumer Services ### "Automation feels like a breath of fresh air" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 27, 2026 I love how the automation builder lets me set up a drip campaign that triggers a personalized email when a lead downloads a PDF, then moves them to a nurture sequence. It saved me hours and made my outreach feel personal without manual follow-ups. Pros The automation builder is a real win - drag‑and‑drop steps, conditional logic, and built‑in email templates let me set up drip campaigns in minutes. Integration with Zapier and Shopify keeps our sales data synced without writing code. Cons The interface is packed, which means the learning curve can be steep for newcomers. Documentation sometimes skips over the more advanced workflow triggers, and the pricing jumps up once you need more contacts – a bit of a snag for scaling. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jordi L. Marketing Automatin Manager Logistics and Supply Chain ### "La plataforma al alcance de la mayoria de empresas" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 September 17, 2026 Hace 6 años que conozco la plataforma. Sobre la base de una estructura super eficiente y pensada para la usabilidad, ha mejorado en todos los aspectos para incorporar funcionalidades al servicio de cualquier tipo de empresa usaria. Pros Interfaz de uso muy marketing friendly, con una capacidad de trabajo elevada para equipos de marketing. Cons Aun creo que la herramienta de IA puede ser más personalizable con el aprendizaje de contenido creado. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Brevo](https://www.capterra.com/p/132996/brevo/) [Intuit Mailchimp Email Marketing](https://www.capterra.com/p/10059087/Intuit-Mailchimp-Email-Marketing/) Reasons for choosing ActiveCampaign Relacion calidad precio de los módulos y funcionalidades que necesitábamos Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Melanie G. gérante d'un organisme de formation Marketing and Advertising ### "après 6 ans d'utilisation ! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 21, 2026 après 6 ans je suis satisfaite et je reste, car aucune autre égale ce que je peux faire ave active campaign Pros une plateforme de emailing complète qui a évoluer et n'as pas perdu son avancée avec l'ia qui nous aide à analyser nos campagne, voici 6 ans que je l'utilise pour la gestion des contacts et leads, c'est sécurisé et personnalisable ! Cons aucun j'adore la flexibilité de la plateforme et son utilisation, sa diversité de formulaire et de séquence me permet un marketing poussé et des ventes chaque mois. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Stefanie B. Heilpraktikerin Alternative Medicine ### "yoga-chandra.activehosted.com" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 20, 2026 Meine allgemeine Erfahrung mit ActiveCampaign ist sehr positiv, auch wenn die Software eine gewisse Einarbeitungszeit erfordert. Die Automatisierungsmöglichkeiten und das integrierte CRM haben unsere Prozesse massiv verbessert und professionalisiert. Man muss sich zwar an die häufigen Updates und die damit verbundenen Design-Änderungen gewöhnen, aber unter dem Strich ist es für uns eines der besten und mächtigsten Marketing-Tools auf dem Markt. Pros Am besten gefällt mir an ActiveCampaign die extrem mächtige Marketing-Automatisierung. Der visuelle Workflow-Builder ist der beste auf dem Markt. Man kann komplexe Kampagnen und Verzweigungen ganz einfach per Drag-and-Drop erstellen. Das spart uns im Alltag unglaublich viel Zeit und stellt sicher, dass kein Lead mehr vergessen wird. Cons Am wenigsten gefallen mir die sehr häufigen Updates der Benutzeroberfläche. Es gibt immer wieder Veränderungen im Design oder bei der Menüführung, die nicht gleich ersichtlich sind. Manchmal sucht man nach Funktionen, die am Vortag noch an einer anderen Stelle waren. Das sorgt im Arbeitsalltag hin und wieder für Frust und kostet unnötig Zeit. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Mark S. Sales Director Machinery ### "When it comes to winning more deals, Active Campaign wears the badge of the smartest sales and marketing partner " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 Our experience with ActiveCampaign has been nothing short of magical. It has completely redefined the way we execute sales and marketing initiatives, making it easier to attract new prospects, nurture customer relationships and convert opportunities into successful deals. Since adopting the platform, our campaigns have become more targeted, our sales processes more efficient and collaboration between sales and marketing teams has improved. We are now able to engage customers more effectively, build long-term relationship and make better business decisions backed by reliable insights. The results have been incredible. We've seen our sales grow by 33% And the improvement across our team even helped me earn employee of the year 2025. Active Campaign has become our biggest contributor to our continuous sales growth and overall business success Pros I love the way ActiveCampaign brings our sales and marketing activities together on one intelligent platform while remaining incredibly easy to use. It automatically captures and organizes leads from our website, trade shows, product enquires and referrals, ensuring every sales opportunity is accounted for from the very beginning. The lead nurturing capabilities have been exceptional, allowing us to build automated customer journeys that educate prospects about machinery specs, financing options, maintenance services and customer success stories while keeping them engaged throughout our long B2B sales cycles. I also appreciate the integrated CRM and pipeline management which gives us complete visibility into every deal from enquiry to quotation, demonstrations, negotiation and final hire.Another standout feature is the behavioral lead scoring, which identifies high-intent prospects based on customer engagement and enables our sales representatives to prioritize the opportunities most likely to convert, while advanced segmentation allows us to personalize campaigns for different industries, customer profiles and buying behaviors. The AI-powered recommendations further improve campaign performance and lead qualification and with email, SMS, and WhatsApp communication available from one platform, we can engage customers through the channels that work best for them. Altogether, these capabilities have helped us generate better-quality leads, shorten sales cycles and consistently close more business. Cons ActiveCampaign has proven itself to be the ultimate sales and marketing platform for our business. The acquisition and implementation costs were very reasonable considering the capabilities it delivers and every feature has provided excellent value for money. It has consistently performed as expected, helping us generate more leads, close more deals and strengthen customer relationships without any challenges. I therefore have nothing negative to complain about ActiveCampaign. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JF Jacqueline F. Coach Alternative Medicine ### "Bestes Email Marketing Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 8, 2026 Ich habe bis her sehr gute Erfahrungen gemacht. Das Kampagnen erstellen ist sehr einfach. Der Support ist großartig. Pros Der Support ist großartig, er hat mir schnell und präzise weitergeholfen. Für schnelle Hilfe uns einfache Fragen ist der KI-Support sehr gut geeignet. Die Kampagnen Erstellung geht schnell und einfach. Cons Für Anfänger etwas undurchsichtiges Menü. Ich hatte anfänglich Probleme eine Webseite zuerstellen und diese mit dem Formular zu verknüpfen, so dass die Weiterleitung funktioniert. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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