CRM | ActiveCampaign

Optimize your workflow and close deals faster

Automate meaningful outreach across the entire sales cycle so you can make sure your new business efforts are more effective than ever before.

Two male-presenting professionals looking at a monitor and having a conversation. Examples of CRM steps are placed over the image.

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 not 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.

Explore Win Probability