SALES CRM WITH AUTOMATION

Keep track of leads in a CRM, not in your head

Sales CRM brings together the info you need for your sales strategy. Automation takes care of menial tasks so your team can focus on selling.
moving a sales lead to a contact using mobile iconography

How can sales automation help you sell more in less time?

Sometimes mundane, manual tasks eat at your calendar. Other times contacts slip out of your funnel. When you can automate contact management, score leads, monitor deals and pipeline, and track tasks, the time sinks disappear. A sales automation CRM keeps your entire sales process moving smoothly.

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Sales reporting

Track the performance of individual members of your team and your sales funnel.

Win probability

See how likely you are to close each deal, so you can focus your time where it makes a difference.

Marketing automation

Automate your sales funnel. Create nurture campaigns for the deals that aren’t quite ready to close.

Segmentation

Make sure you know who you’re talking to. Automatically segment your leads based on the actions they take.

Lead scoring

Find leads most engaged with your business and content. Add scores to overall deals and individual contacts.

Notification emails

Notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.

Automated deal updates

Automatically update deal owners, deal stage, deals won or lost, and deal value.

Task assignment

Assign tasks to individual sales people, either manually or within automations.

Note creation

Take notes directly within each deal and contact record, so that your whole sales team is on the same page.

Leah Neaderthal, founder of Smart Gets Paid

SMART GETS PAID

How Smart Gets Paid uses ActiveCampaign to fulfill a mission

One of the things I tell people is that everybody needs a CRM… but it goes beyond simply CRM. It really comes down to asking yourself what type of business you want to be in the future, not the business you are right now… that’s why I chose ActiveCampaign.

2,782%

Increase in number of contacts

50%

Less time on administrative tasks

Automate your CRM today

Start a free trial of ActiveCampaign and try CRM automation for yourself, no credit card required. Trusted by over 150,000 customers in 170 countries.

RESOURCES FOR SALES SUCCESS

ActiveCampaign gives you the tools you need to be successful today and in the future

Contact Creation

Automatically create a Salesforce contact on a page visit

1:1 Emails

Auto-send a personal 1:1 email to every new lead you get

Appointment Follow-up

Trigger Dynamics contacts and emails after booked appointments

CRM Strategy

Check Out The 4 Steps to Creating Your Own CRM Strategy

CRM Costs

The Transparent (and Hidden) Costs of Implementing a CRM

Lead Scoring

Create an Effective Lead Scoring System in 7 Steps

CRM template

See how much revenue you’re losing from cart abandonment

Sales Template

Get a free CRM template that works in Excel and Google Sheets

Sales Process

Use this visual template to define your sales process

No more digging through emails, business cards, and clunky CRMs

Instead of chasing down phone numbers, email addresses, mailing addresses, or past activity, manage your contacts in a central platform. Automatically update contact details and view a lead’s history from the contact record. Or get a view of your entire sales pipeline.

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Contact management makes sure no sales contacts slip through the cracks

Automated contact management lets you see your whole sales process at a glance. When you can automate task assignment and sales routing, your sales team is always on the same page. Track interaction at every stage of the sales cycle, and pick up where anyone else left off.
contact management automation example moving a website lead to a phone call
lead scoring image showing a contact moving up in rank based on lead score

Lead scoring tells you which leads to focus on and when to wait

Which leads are the highest priority? Who is most likely to become a customer? When should a marketing qualified lead become a sales qualified lead? Instead of guessing lead quality, let lead scoring, win probability, and automated segmentation tell you the right time for phone calls and outreach emails.

Connect with Gmail, Outlook, or another email provider

Forget tab switching. Get the Chrome extension to manage contacts from any web page and create deals directly from your Gmail account. Track email opens and replies, and keep contact information in front of you when you need it.
CRM integration iconography showing ActiveCampaign integrating with Gmail and Outlook
new customer automation pipeline in ActiveCampaign showing integration capabilities with Gmail, Yahoo, and Outlook

Connect the customer experience across sales and marketing for a smarter CRM

Remove the silos between sales and marketing and unify your CRM. Sales engagement automation feeds your CRM the most up-to-date customer data, so sales teams can focus their time on the most qualified leads and the highest-value customer conversations.

Close deals on the go with Deals CRM for iOS

Check contact information, create and manage tasks, make calls, and update deals while in the field. All the information you need is always in your pocket.
ActiveCampaign mobile crm screenshot showing important contact information
ActiveCampaign logo showing integrations with Facebook, WooCommerce, Zapier, and Unbounce

Integrate your CRM with the sales tools you already use

You should be able to use the sales software that makes sense for your business. That’s why we integrate with 870+ different apps, including landing page builders like Unbounce, help desk software like Zendesk, and scheduling tools like Calendly.

Add sales automation to your business

Start a free trial of ActiveCampaign and try CRM automation for yourself, no credit card required. Trusted by over 150,000 customers in 170 countries.

5/5

Dependable & predictable

“Before ActiveCampaign things slipped through the cracks with both client account management and prospects. Now we have dependable and predictable systems to prevent that from happening.”

— Mark B., 5-star G2 Crowd review