Track, manage, and automate your processes with one platform

When you automate contact management, score leads, monitor deals and pipeline, and track tasks, the time sinks disappear. Our CRM keeps your entire sales process moving smoothly. Built-in automation takes care of it all, so you can focus on selling.

We make it easy to grow revenue

Say goodbye to tedious tasks across your sales workflow. Track your prospects and make sure you’re ready to engage with them on every channel.

Man sitting at table, typing on laptop. An automation flow pipeline overlaps part of the image.
  • Notify your sales team

    Send a notification or Slack message when something changes about a contact, or if they complete a certain action.
  • Create & assign tasks

    Track and divide up the sales outreach process, so you can deliver a seamless buying experience for every customer.
  • Automatically update opportunities

    Never miss a beat with automations. Synchronize your contact fields with our CRM, so you can be sure you have the latest info.

  • Nurture your leads

    Automate relevant content based on order sizes, response times, and more. Make sure every contact gets a flow that’s right for them.

Always stay one step ahead with pipelines

Make sure nothing slips through the cracks. Our pipelines feature gives you the flexibility to track all your open deals and give every prospect the attention they deserve.

  • Map the customer journey

    Track leads from the awareness stage all the way through to conversion.

  • Build unique workflows

    Every prospect has a unique journey. Now every workflow can have one to match. Create multiple pipelines, each with their own unique stages.
  • Create stages that make sense for you

    Offer unique stages for different members of your organization so they can focus on the information they need.

  • Find new opportunities

    Use data from across your customer base to uncover new cross-selling and upselling opportunities.

Visualize and build your dream sales workflow

Choose what your pipelines look like, from Kanban-style boards to different types of lists. You can also customize each deal card, so you can visualize opportunities and goals in a way that makes the most sense for your team.

Track every opportunity as a unique deal

Deals are a way to identify qualified leads as sales opportunities. They’re contacts that no longer sit dormant in your database: they’re in your pipeline and on their way to becoming customers.

  • Rank and identify your most promising leads

    Our lead scoring feature helps you find the best opportunities based on your prospects’ actions and behaviors.

  • Assign tasks for sales reps

    Always make sure the right sales rep gets the right opportunities with our powerful sales routing options.

  • Quantify each deal’s value

    When you know exact what each deal is worth, you can focus on the right opportunities. Our deal scoring feature gives each of your deals a numerical value: the higher the score, the better the deal.
  • Automate your deals

    Use automations to effortlessly create and modify deals in our CRM based on data from across your marketing stack.

Win Probability

Optimize your marketing and sales efforts by predicting which deals are most likely to close. Our win probability feature uses AI to analyze every deal and give them a score based on relevant metrics.
A male presenting person in a bright, open plan office. Superimposed above them is the ActiveCampaign win probability interface, showing a 51% likelihood of a deal going through.

Marketing Reporting

Create a custom dashboard so you can see the data that matters most to your business any time you need.

A male-presenting coffee shop owner checking performance metrics on an iPad, showing the results of their latest campaign.

Marketing Segmentation

Make sure you’re sending the information people need directly to their inbox with by creating tags and events to trigger specific content.

A male-presenting person using a laptop, overlaid with a marketing automation that sends an 1:1 email when a contact interacts with an upsell campaign.

Hyperpersonalized Marketing

Create and scale ultra-personalized email flows from your personal mailbox to build stronger relationships with your prospects and customers.
A female-presenting person looking at her phone, overlaid with a 1:1 email sent following a Calendly booking.

Everything you need

Start converting today with our best-in-class CRM and sales engagement solution.

  • Sales reporting
  • 900+ integrations
  • Sales pipelines
  • Attribution
  • 1:1 email
  • Lead scoring
  • Notification emails
  • Sales routing
  • Segmentation
  • Shared notes
  • Task management
  • AI-powered analysis

Frequently Asked Questions

  • What is a CRM database?

    A CRM (Customer Relationship Management) database is the collection of every single one of the contacts your business has obtained. Its purpose is to make sure you and your team are aware of where your customers are in the marketing funnel and what you need to do next to convert them. It’s a very important tool to utilize to use the full power of marketing automation.

  • What role can an integrated CRM play in an effective MarTech stack?

    Within your marketing stack, a CRM effectively works as the brain. It’s where all your contact information is stored and lets the other aspects of your marketing stack (email marketing, social media, digital ads) know what to send and when to send content to your leads.

  • Why is it important that your ESP integrated with a CRM?

    If your email service provider and CRM aren’t integrated and communicating with each other, then you’re adding a lot of manual labor to your marketing. Instead of going back and forth between two different software to manually create email campaigns and sends, your CRM can do the heavy lifting for you so all you have to do is click send.

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