Introducing Deals… CRM & Sales Automation

As we have built out our automation capabilities over the past year, we quickly realized we need a seamless integration with your sales process.

We currently integrate with many CRM providers (and will continue to do so) but the basic concept of contacts being synced back and forth were not meeting our users’ needs.  So we decided to create our own CRM that is built directly into ActiveCampaign and have plans to do seamless syncs of sales data with our CRM partners in the future (more on this later)

We took a very simple approach to our CRM work flow.  We wanted something that we would love to use internally and that would cater towards small and medium sized businesses.

Everything is customizable.  You can create custom deal pipelines, stages, task types, etc..   As a lead comes into ActiveCampaign it can be placed into a pipeline.  You would then move it to different stages as your sales process advances.  All the while our automations will be there to help you move, update, and prioritize your deals.

Send individual emails from within ActiveCampaign or connect ANY email account (Gmail, Yahoo, Outlook, etc..).  Once connected you will see all related sent and received emails  automatically within your Deal stream.  No BCC that points to some special inbox required!

Automation Updates

As we added all of the new CRM and sales features, we made sure to fully integrate that within our automation capabilities.  You can now have automations run based on deals, create deals, adjust deals, etc…  We also improved our automations to allow multiple entry points.

Previously you could only start an automation from four different options (and could only pick one).  Now you have a dozen start options and can choose multiple options for when each automation will begin.

Contact & Lead Scoring

People have been begging us to add some form of contact scoring within ActiveCampaign.  We always agreed it would be nice, but we didn’t want to release some mediocre scoring system that just increments based on clicks and opens.  The actual value in that is pretty low.

So rather than doing that we developed a scoring system that allows dynamic increase and decreases of a score based on any marketing channel that you integrate with.  So the score can fluctuate based on campaign interactions, individual email interactions, traffic/history on your website, custom events, sales data, and much more.

Contact & Lead Scoring is free with all enterprise plans and is a paid upgrade for any small business plan.

How to get the new Sales & CRM features

All new accounts are getting this update already.  We are in the process of updating all existing users and you should receive the update in the upcoming weeks.  Contact us if you don’t want to wait!  We can update your account right away on demand.

What’s next

This is just the start of what we have planned.  Expect more CRM updates in the near future. The syncing of data with other CRM’s is something we are working on as well.  That will allow you to use another CRM for your sales activity while using ActiveCampaign as the marketing/automation engine.

Lastly, we have been busy working on a brand new email designer.  We have rethought and reworked the entire email designer from the ground up.  Our hope is to have some sneak peeks soon.

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  • Nick Bijl

    This is really freakin’ amazing, seriously!

    Makes it a lot easier for me to sell services next to digital products, when needed. And I think I’m going to fall madly in love with “multiple triggers” for automations. Because awesome ;-).

    I’m really impressed!

    I haven’t been very active on the sending front lately due to working with clients, but I’m gettin’ ready to launch a new campaign soon – and this update makes it even better.

    I’ll be the first to admit that I’ve been dabbling with a lot of e-mail marketing services, but no more, lol.

    Thank you for making such a feature-packed product available for anyone!

    Now I’m going to have to recommend it to everyone..haha.

    Cheers!

    • jvandeboom

      Thanks for the kind words!

  • Ab Lopez

    Hi, I have a pay-as-you-go license, will the update be included for us too?

    • jvandeboom

      This will only be available for monthly contact based plans (our standard type of plan) Plans that are credit based or purely send based would not have the new Deals features.

  • Renato

    Hi, where can I get more info and tutorial about connecting email accounts (Gmail, Yahoo, Outlook, etc..) to AC? Tried to search within the Help articles but could not find it. Thanks.

    • jvandeboom

      Go to the account menu in the upper right > Settings > Deals and you will see the option to connect your email account. We also show a notice when viewing a deal (if it has not been setup yet)

      • Renato

        It worked, thanks! About the email notifications we get based on recipient’s activity, so far it used to show only his/her name and email. Did it change now with the addition of other contact info, like telephone and lead score fetched from the built-in CRM? This would be really useful, specially for sales teams, as we could act immediately upon receiving the notification, without having to log into the system to search for this info. Thanks.

        • jvandeboom

          Are you talking about the list based notifications of new contacts or the automation option to notify an external email address?

          • Renato

            The notification set on Automated series (“Notify someone”). Thanks.

          • jvandeboom

            Yes, that will include the Phone/Organization fields. I will add a card to ensure we show contact and lead scores as well.

  • http://www.ShizzleDizzleMagic.com Matthew Jones

    Hi! I’m extremely interested. I really like Active Campaign and have been looking for a new CRM. I’m currently on Highrise. Just a few questions…

    1.) I have a whole bunch of notes, emails, tasks, and other data that needs migrated from Highrise. Any suggestions as to how to make this happen? CSV files aren’t an option.

    2.) Do your notes / emails support attachments?

    3.) Do you have a tagging system? That’s how my Highrise customers are segmented.

    4.) Does the CRM extend to your API?

    Thanks! :-)

    • jvandeboom

      1) We currently do not have any importers outside of using our API

      2) Not yet (in the plans though. this is just our first/initial release. much more is planned for the future)

      3) Yes, we have tags, custom fields, etc..

      4) Yup, you can see the available calls at http://www.activecampaign.com/api/overview.php

      • http://www.ShizzleDizzleMagic.com Matthew Jones

        Thanks for the response! If you fix 1 & 2 I’m definitely in :-)

        • jvandeboom

          Sounds good.. Keep an eye on the blog (or subscribe for updates)

  • http://www.GettingMoreAwesome.com Rishi Shah

    wow, this looks amazing – excited to get access and try it out.

  • LG

    How much per user per month will this be please?

    • jvandeboom

      We are not charging by the user at all! So unlimited users.

  • Helen

    How do I get this working?! looks brilliant!! :)

    • jvandeboom

      Your account will be updated within a couple weeks. If you want the update right now, simply email help@activecampaign.com with your account url

  • jvandeboom

    This will only be available for our hosted service.

  • http://TheLoungePad.com/ Widmaer Telisma

    I come over from another Saas and I can’t believe how much value you guys give… Your saas is definitely my best kept secret :)

    You also mention in your blog post a brand new email designer…

    Is it on now.. Or something different then what we currently have right now?

    If so then can’t wait to try and use it.

    Keep up the great work guys.

    • jvandeboom

      Thanks! Glad you found us and see the value! Feel free to share it with others though :)

      The new email designer is something completely new that we have been working on. Hopefully we will have a preview in the near future.

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  • jvandeboom

    We are still building out our docs for Deals/CRM. Contact us with any questions and we would be happy to help though!

  • http://www.affordablewebdesign.com/ H. Yavuz Yildirimturk

    I love this feature. Great job Jason:-))

  • jvandeboom

    You can add any number of fields you want (for address, etc.. — phone is a default already there) from the Fields page in the app