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CRM 101: A Complete Guide to Sales CRM | ActiveCampaign

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gap-md-lg px-sm-xl pt-lg-xl xl:p-0"><ul class="site-nav__primary xl:flex flex-wrap items-center pb-lg-xl xl:pb-0 -mt-sm xl:mt-0" data-site-nav-primary role="list" ><li class="w-full border-t border-transparent xl:border-0 xl:w-auto"><div class="hidden nojs:block"> <a class="nav-link nav-link--primary relative inline-flex items-center justify-center border rounded-full" href="https://www.activecampaign.com/platform" text="Platform Overview"> <span class="pointer-events-none">Platform</span> <span class="h-xs-sm w-xs-sm" aria-hidden="true">&nbsp;</span> </a></div><div class="nojs:hidden site-nav__mega-menu" data-site-nav-mega-menu="78"> <button aria-controls="menu-78-panel" aria-expanded="false" aria-label="Show Platform menu" class="nav-link nav-link--primary relative inline-flex items-center justify-center border rounded-full" data-site-nav-mega-menu-toggle data-text-for-hide="Hide Platform menu" data-text-for-show="Show Platform menu" id="menu-78-toggle" type="button" > <span>Platform</span> <span class="xl:hidden button button--control inline-flex items-center justify-center border rounded-sm ml-auto"> <svg class="h-xs-sm w-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-chevron-down" aria-hidden="true"></use></svg></span> <span class="hidden xl:inline-block w-xs-sm"> <svg class="h-xs-sm w-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-chevron-down" aria-hidden="true"></use></svg></span> </button><div class="pb-lg-xl xl:container xl:absolute xl:top-full xl:left-0 xl:right-0 xl:py-sm-xl" data-color-theme="light" id="menu-78-panel" ><div class="grid grid-cols-12 gap-x-sm-xl gap-y-lg-md"><div class="col-span-12 "><div class="w-fit xl:max-w-[50%]"><div class="nav-link-overview-card select-none" data-card="masked" data-card-size="sm"><div class="flex flex-col gap-4xs-3xs"> <a class="inline-flex items-center gap-sm-md text-theme-link-color" href="https://www.activecampaign.com/platform" data-card-link> <span class="type-h4"> <span class="xl:hidden">Platform Overview</span> <span class="hidden xl:block">Platform</span> </span> <span class="shrink-0"> <svg class="w-xs-sm h-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-arrow-right" aria-hidden="true"></use></svg></span> </a> <span class="text-sm">ActiveCampaign is your all-in-one solution for creating and automating personalized customer experiences that grow your business.</span></div></div></div></div><nav class="col-span-12 grid grid-cols-subgrid gap-y-lg-xl"><div class="col-span-12 md:col-span-6 xl:col-span-4 flex flex-col gap-lg-sm"><div><h3 class="text-2xs leading-tight tracking-wider uppercase block mb-lg-sm text-theme-secondary">Capabilities</h3><ul class="flex flex-col gap-lg-sm"><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <mask id="nkcraidwxp-path-1-inside-1_476_22970" fill="#fff"> <path fill-rule="evenodd" clip-rule="evenodd" d="M2 20a2 2 0 0 0-2 2v6a2 2 0 0 0 2 2h10a2 2 0 0 0 2-2v-6a2 2 0 0 0-2-2H2Zm8 4H4v2h6v-2Z"></path> </mask> <path fill-rule="evenodd" clip-rule="evenodd" d="M2 20a2 2 0 0 0-2 2v6a2 2 0 0 0 2 2h10a2 2 0 0 0 2-2v-6a2 2 0 0 0-2-2H2Zm8 4H4v2h6v-2Z" fill="#004CFF"></path> <path d="M4 24v-2H2v2h2Zm6 0h2v-2h-2v2Zm-6 2H2v2h2v-2Zm6 0v2h2v-2h-2Zm-8-4v-4a4 4 0 0 0-4 4h4Zm0 6v-6h-4v6h4Zm0 0h-4a4 4 0 0 0 4 4v-4Zm10 0H2v4h10v-4Zm0 0v4a4 4 0 0 0 4-4h-4Zm0-6v6h4v-6h-4Zm0 0h4a4 4 0 0 0-4-4v4ZM2 22h10v-4H2v4Zm2 4h6v-4H4v4Zm2 0v-2H2v2h4Zm4-2H4v4h6v-4Zm-2 0v2h4v-2H8Z" fill="#004CFF" mask="url(#nkcraidwxp-path-1-inside-1_476_22970)"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M30 22H20v6h10v-6Zm-10-2a2 2 0 0 0-2 2v6a2 2 0 0 0 2 2h10a2 2 0 0 0 2-2v-6a2 2 0 0 0-2-2H20Z" fill="#00002D"></path> <path fill="#00002D" stroke="#00002D" d="M21.5 24.5h7v1h-7z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M28 3H4v6h24V3ZM4 1a2 2 0 0 0-2 2v6a2 2 0 0 0 2 2h24a2 2 0 0 0 2-2V3a2 2 0 0 0-2-2H4Z" fill="#00002D"></path> <path fill="#00002D" d="M6 5h11v2H6z"></path> <path fill="#00002D" d="M19 5h7v2h-7z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M15 15v-4h2v4h9v5h-2v-3H8v3H6v-5h9Z" fill="#00002D"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/marketing-automation" class="type-h5 text-theme-color" data-card-link >Marketing Automation</a></div> <span class="text-theme-color-secondary">Automate your growth</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#ibwaiiobgb-clip0_476_22331)"> <path d="M4 8V5h4v1c0 .364-.097.706-.268 1h-.318l.192.192C7.242 7.682 6.658 8 6 8H4Z" fill="#00002D"></path> <path d="M4 10v11.019a6.619 6.619 0 0 1 2 .155V10H4Z" fill="#00002D"></path> <path d="M7.352 9.766 14.586 17l-5.702 5.701a6.53 6.53 0 0 1 1.259 1.57L16 18.414l6.61 6.61 1.06-1.768L17.415 17l6.953-6.953-1.414-1.414L16 15.586 9.028 8.614a4.007 4.007 0 0 1-1.676 1.152Z" fill="#00002D"></path> <path d="M9.874 7c.082-.32.126-.655.126-1V5h10.666c.056.706.3 1.399.73 2H9.874Z" fill="#00002D"></path> <path d="M24.367 7.219 24.586 7h-.438l-.91-.91a1.991 1.991 0 0 1-.56-1.09H28v4.23a2 2 0 0 1-2-.383v-.433l-.219.22-1.414-1.415Z" fill="#00002D"></path> <path d="M26 11.123v9.916a3.041 3.041 0 0 1 2 .17V11.29a4.017 4.017 0 0 1-2-.167Z" fill="#00002D"></path> <path d="M28 24.072V29h-5.443l1.2-2h.829l-.518-.518 1.06-1.768.872.872v-2.297a1 1 0 0 1 1.614.14l.386.643Z" fill="#00002D"></path> <path d="m21.424 27-1.2 2h-9.398a6.52 6.52 0 0 0 .155-2h10.443Z" fill="#00002D"></path> <path d="M8.652 25.762 7.414 27h1.559a4.552 4.552 0 0 1-.23 2H4v-5.973a4.537 4.537 0 0 1 2 .23v2.329l1.468-1.468c.51.447.918 1.009 1.184 1.644Z" fill="#00002D"></path> <path d="M0 2a2 2 0 0 1 2-2h4a2 2 0 0 1 2 2v4a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V2Z" fill="#00002D"></path> <path d="M25.9 23.43a1 1 0 0 1 1.714 0l4.234 7.055A1 1 0 0 1 30.991 32h-8.468a1 1 0 0 1-.857-1.515l4.233-7.056Z" fill="#00002D"></path> <path d="M0 27.5a4.5 4.5 0 1 1 9 0 4.5 4.5 0 0 1-9 0Z" fill="#004CFF"></path> <path d="M25.91.59a2 2 0 0 1 2.828 0l2.672 2.672a2 2 0 0 1 0 2.828l-2.672 2.672a2 2 0 0 1-2.828 0L23.238 6.09a2 2 0 0 1 0-2.828L25.91.59Z" fill="#004CFF"></path> </g> <defs> <clipPath id="ibwaiiobgb-clip0_476_22331"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/omnichannel-marketing" class="type-h5 text-theme-color" data-card-link >Omnichannel Marketing</a></div> <span class="text-theme-color-secondary">Message across all channels</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 33" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#getogtopin-clip0_4629_41556)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M12.737 21.5 1.237 33 0 31.762l11.5-11.5 1.237 1.238Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m19.263 21.5 11.5 11.5L32 31.762l-11.5-11.5-1.237 1.238Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M7.25 2.75v13.265l8.578 8.169a.25.25 0 0 0 .344 0l8.578-8.17V2.75H7.25ZM6.5 1a1 1 0 0 0-1 1v14.336a1 1 0 0 0 .31.724l8.81 8.391a2 2 0 0 0 2.76 0l8.81-8.39a1 1 0 0 0 .31-.725V2a1 1 0 0 0-1-1h-19Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M14.746 25.548.415 12.65l1.17-1.3 14.331 12.897c.048.043.12.043.168 0l14.33-12.897 1.171 1.3-14.33 12.898a1.875 1.875 0 0 1-2.51 0Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M0 12.163c0-.76.616-1.375 1.375-1.375H5.91v1.75H1.75V31.25h28.498V12.538h-4.32v-1.75h4.695c.76 0 1.375.616 1.375 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max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#qttnmwofvd-clip0_476_23199)"> <g clip-path="url(#qttnmwofvd-clip1_476_23199)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M16 17.23c2.72 0 4.92-2.2 4.92-4.92 0-2.72-2.2-4.92-4.92-4.92-2.72 0-4.92 2.2-4.92 4.92 0 2.72 2.2 4.92 4.92 4.92Zm-12.28 7.6c.55-3.79 8.33-5.14 12.28-5.14 3.95 0 11.72 1.35 12.28 5.14.04.28-.03.57-.17.82-.82 1.42-4.21 6.36-12.11 6.36-7.9 0-11.29-4.93-12.11-6.36-.14-.25-.21-.53-.17-.82Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M30 16c0 7.73-6.27 14-14 14S2 23.73 2 16 8.27 2 16 2c2.24 0 4.36.53 6.24 1.46.21-.65.55-1.24.99-1.74C21.06.62 18.6 0 16 0 7.16 0 0 7.16 0 16s7.16 16 16 16 16-7.16 16-16c0-2.6-.62-5.06-1.72-7.23-.5.44-1.09.78-1.74.99.94 1.88 1.46 4 1.46 6.24Z" fill="#00002D"></path> <path d="M27 8a3 3 0 1 0 0-6 3 3 0 0 0 0 6Z" fill="#004CFF"></path> </g> </g> <defs> <clipPath id="qttnmwofvd-clip0_476_23199"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> <clipPath id="qttnmwofvd-clip1_476_23199"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/audience-management" class="type-h5 text-theme-color" data-card-link >Audience Management</a></div> <span class="text-theme-color-secondary">Build smart contact lists</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M29 2H3a1 1 0 0 0-1 1v26a1 1 0 0 0 1 1h26a1 1 0 0 0 1-1V3a1 1 0 0 0-1-1ZM3 0a3 3 0 0 0-3 3v26a3 3 0 0 0 3 3h26a3 3 0 0 0 3-3V3a3 3 0 0 0-3-3H3Z" fill="#00002D"></path> <path fill="#004CFF" d="M5 18.126h5.428v9.931H5z"></path> <path fill="#004CFF" d="M21.855 20.495h5.428v7.562h-5.428z"></path> <path fill="#004CFF" d="M13.428 10h5.428v18.057h-5.428z"></path> <path fill="#00002D" d="M0 6h32v2H0z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M3 3.242h1.5v1.5H3v-1.5Zm2.5 0H7v1.5H5.5v-1.5Zm4 0H8v1.5h1.5v-1.5Z" fill="#00002D"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/analytics-and-reporting" class="type-h5 text-theme-color" data-card-link >Analytics &amp; Reporting</a></div> <span class="text-theme-color-secondary">Validate your impact</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 33" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M26.0612 15.2693L28.499 15.6593H28.5234C30.2055 15.9275 30.2055 18.341 28.5234 18.6091L25.4517 19.0967C21.1855 19.7793 17.8457 23.0947 17.1875 27.361L16.6999 30.4326L16.0904 30.3351L16.6755 30.4326C16.4074 32.1147 13.9939 32.1147 13.7257 30.4326L13.2382 27.361C12.5556 23.0947 9.2401 19.7549 4.97389 19.0967L1.90221 18.6091L1.99972 18.0484V17.9997L1.90221 18.6091C0.220098 18.341 0.220098 15.9275 1.90221 15.6593L4.97389 15.1718C9.2401 14.4892 12.5799 11.1737 13.2382 6.90748L13.7257 3.8358L14.2864 3.93331H14.3352L13.7257 3.8358C13.9939 2.15369 16.4074 2.15369 16.6755 3.8358L17.0656 6.27364C17.7969 10.9055 21.4293 14.5379 26.0612 15.2693ZM28.5228 5.29872L30.0587 5.59126C31.497 5.83505 31.497 7.90721 30.0587 8.17537L28.5228 8.46791C28.4984 8.46791 28.4497 8.54105 28.4497 8.54105L28.1571 10.0769C27.9134 11.5152 25.8412 11.5152 25.573 10.0769L25.2805 8.54105C25.2805 8.51667 25.2074 8.46791 25.2074 8.46791L23.6715 8.17537C22.2332 7.93159 22.2332 5.85942 23.6715 5.59126L25.2074 5.29872C25.2317 5.29872 25.2805 5.22559 25.2805 5.22559L25.573 3.68975C25.8168 2.25142 27.889 2.25142 28.1571 3.68975L28.4497 5.22559C28.4497 5.24996 28.5228 5.29872 28.5228 5.29872Z" fill="#004CFF"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/artificial-intelligence" class="type-h5 text-theme-color" data-card-link >Integrated AI</a></div> <span class="text-theme-color-secondary">Adapt with intelligence</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 32 32" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill="#00002D" fill-rule="evenodd" d="M9.38 25.837a3.216 3.216 0 1 0 0-6.43 3.216 3.216 0 0 0 0 6.43Zm0 1.75a4.966 4.966 0 1 0 0-9.93 4.966 4.966 0 0 0 0 9.93Z" clip-rule="evenodd"></path> <path fill="#00002D" fill-rule="evenodd" d="M13.242 13.24H4a4 4 0 0 0-4 4V28a4 4 0 0 0 4 4h10.759a4 4 0 0 0 4-4v-9.241H17.24c-.078 0-.155-.003-.232-.007v9.247a2.25 2.25 0 0 1-2.25 2.25H4A2.25 2.25 0 0 1 1.75 28V17.241A2.25 2.25 0 0 1 4 14.99h9.248a4.058 4.058 0 0 1-.006-.232V13.24Z" clip-rule="evenodd"></path> <path fill="#00002D" fill-rule="evenodd" d="M28 1.75H17.241A2.25 2.25 0 0 0 14.991 4v10.759a2.25 2.25 0 0 0 2.25 2.25h10.76a2.25 2.25 0 0 0 2.25-2.25V4A2.25 2.25 0 0 0 28 1.75ZM17.241 0a4 4 0 0 0-4 4v10.759a4 4 0 0 0 4 4h10.76a4 4 0 0 0 4-4V4a4 4 0 0 0-4-4H17.24Z" 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</svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/apps" class="type-h5 text-theme-color" data-card-link >Integrations</a></div> <span class="text-theme-color-secondary">Connect your favorite tools</span></div></div></li></ul></div></div><div class="col-span-12 md:col-span-6 xl:col-span-4 flex flex-col gap-lg-sm"><div><h3 class="text-2xs leading-tight tracking-wider uppercase block mb-lg-sm text-theme-secondary">Top Features</h3><ul class="flex flex-col gap-lg-sm"><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#jugvolgdzw-clip0_476_23400)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M12.094 10.836 1.707 21.223.293 19.81 10.68 9.422l1.414 1.414Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m17.907 10.837 4.887 4.871 1.412-1.416-4.887-4.871-1.412 1.416Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M13.694 14.364.784 2.744 2.12 1.256 15 12.848 27.88 1.257l1.337 1.486-12.911 11.62a1.952 1.952 0 0 1-2.612 0Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M.021 2.004a2 2 0 0 1 2-2H27.77a2 2 0 0 1 2 2v15.721h-2V2.005H2.02v18.218h13.403v2H2.021a2 2 0 0 1-2-2V2.004Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M30 30v-7a7 7 0 1 0-7 7h7Zm-7-16a9 9 0 1 0 0 18h9v-9a9 9 0 0 0-9-9Z" fill="#00002D"></path> <path fill="#004CFF" d="M19 20h8v2h-8z"></path> <path fill="#004CFF" d="M19 24h5v2h-5z"></path> </g> <defs> <clipPath id="jugvolgdzw-clip0_476_23400"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/email-marketing" class="type-h5 text-theme-color" data-card-link >Email Marketing</a></div> <span class="text-theme-color-secondary">Send emails that convert</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M16 29c7.18 0 13-5.82 13-13S23.18 3 16 3 3 8.82 3 16s5.82 13 13 13Zm0 2c8.284 0 15-6.716 15-15 0-8.284-6.716-15-15-15C7.716 1 1 7.716 1 16c0 8.284 6.716 15 15 15Z" fill="#00002D"></path> <path d="M12.5 10v7.583h2.333V24l4.667-8.167h-2.333L19.5 10h-7Z" fill="#004CFF"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/dynamic-content" class="type-h5 text-theme-color" data-card-link >Dynamic Content</a></div> <span class="text-theme-color-secondary">Personalize for every customer</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 33" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M15 24.006v-12.7h2v12.7h-2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M5.043 18.069a2 2 0 0 1 2-2h17.915a2 2 0 0 1 2 2v4.658h-2V18.07H7.043v4.658h-2V18.07Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M4.043 24.727v4h4v-4h-4Zm-1-2a1 1 0 0 0-1 1v6a1 1 0 0 0 1 1h6a1 1 0 0 0 1-1v-6a1 1 0 0 0-1-1h-6Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M14 24.727v4h4v-4h-4Zm-1-2a1 1 0 0 0-1 1v6a1 1 0 0 0 1 1h6a1 1 0 0 0 1-1v-6a1 1 0 0 0-1-1h-6Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M23.958 24.727v4h4v-4h-4Zm-1-2a1 1 0 0 0-1 1v6a1 1 0 0 0 1 1h6a1 1 0 0 0 1-1v-6a1 1 0 0 0-1-1h-6Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M26.25 4.983H5.75v4.75h20.5v-4.75Zm-20.5-2a2 2 0 0 0-2 2v4.75a2 2 0 0 0 2 2h20.5a2 2 0 0 0 2-2v-4.75a2 2 0 0 0-2-2H5.75Z" fill="#00002D"></path> <path fill="#004CFF" d="M7.25 6.483h9.625v1.75H7.25z"></path> <path fill="#004CFF" d="M18.625 6.483h6.125v1.75h-6.125z"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/segmentation" class="type-h5 text-theme-color" data-card-link >Segmentation</a></div> <span class="text-theme-color-secondary">Sort and automate contacts</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#rmoxvvhbjf-clip0_476_22392)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M30 4.933H19v20h11v-20Zm-13-2v22a2 2 0 0 0 2 2h11a2 2 0 0 0 2-2v-22H17Z" fill="#00002D"></path> <path d="M17.875 2.002c0-.623.504-1.127 1.127-1.127h10.996c.623 0 1.127.504 1.127 1.127v3.123h-13.25V2.002Z" fill="#004CFF" stroke="#004CFF" stroke-width="1.75"></path> <circle cx="21.25" 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<circle cx="4.25" cy="25.933" r="1" fill="#004CFF"></circle> <path fill="#00002D" d="M6.25 24.933h5.5v2h-5.5z"></path> </g> <defs> <clipPath id="rmoxvvhbjf-clip0_476_22392"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/sales-crm" class="type-h5 text-theme-color" data-card-link >CRM</a></div> <span class="text-theme-color-secondary">Track all your opportunities</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#fspivzeksr-clip0_476_22845)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M29 9.75H11c-.69 0-1.25.56-1.25 1.25v18c0 .69.56 1.25 1.25 1.25h18c.69 0 1.25-.56 1.25-1.25V11c0-.69-.56-1.25-1.25-1.25ZM11 8a3 3 0 0 0-3 3v18a3 3 0 0 0 3 3h18a3 3 0 0 0 3-3V11a3 3 0 0 0-3-3H11Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M11 11h1.046v1.046H11V11Zm1.977 0h1.046v1.047h-1.046V11ZM16 11h-1.046v1.047H16V11Z" fill="#00002D"></path> <path fill="#00002D" d="M8 13.133h24v1.75H8z"></path> <path fill="#00002D" d="M12 17.701h16v1.75H12z"></path> <path fill="#00002D" d="M12 21.652h16v1.75H12z"></path> <path fill="#004CFF" d="M12 25.603h8v1.75h-8z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M3 3h1.047v1.047H3V3Zm1.977 0h1.046v1.047H4.977V3.001ZM8 3H6.953v1.047H8V3.001Z" fill="#00002D"></path> <path fill="#00002D" d="M0 5.148h24v1.75H0z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M0 2.95a3 3 0 0 1 3-3h18a3 3 0 0 1 3 3v5.854h-2V2.95a1 1 0 0 0-1-1H3a1 1 0 0 0-1 1v20a1 1 0 0 0 1 1h5.2v2H3a3 3 0 0 1-3-3v-20Z" fill="#00002D"></path> </g> <defs> <clipPath id="fspivzeksr-clip0_476_22845"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/landing-pages" class="type-h5 text-theme-color" data-card-link >Landing Pages</a></div> <span class="text-theme-color-secondary">Effortlessly capture leads</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M20 8V2H6v28h20V8h-6Zm7.82-2a2 2 0 0 1 .18.828V30a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V2a2 2 0 0 1 2-2h15.172a2 2 0 0 1 1.414.586l4.828 4.828A2 2 0 0 1 27.82 6ZM22 2.828 25.172 6H22V2.828Z" fill="#00002D"></path> <path fill="#00002D" d="M8 6h6v2H8z"></path> <path fill="#00002D" d="M8 18h12v2H8z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M22 12H10v2h12v-2ZM8 10v6h16v-6H8Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M22 24H10v2h12v-2ZM8 22v6h16v-6H8Z" fill="#004CFF"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/platform/forms" class="type-h5 text-theme-color" data-card-link >Forms</a></div> <span class="text-theme-color-secondary">Gather valuable info</span></div></div></li></ul></div></div><div class="col-span-12 md:col-span-6 xl:col-span-4 flex flex-col gap-lg-sm"><div><h3 class="text-2xs leading-tight tracking-wider uppercase block mb-lg-sm text-theme-secondary">How we Deliver</h3><ul class="flex flex-col gap-lg-sm"><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 33" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#vsnbvkyomi-clip0_5550_36055)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M5 2.983v28h22v-28H5Zm-.5-2a1.5 1.5 0 0 0-1.5 1.5v29a1.5 1.5 0 0 0 1.5 1.5h23a1.5 1.5 0 0 0 1.5-1.5v-29a1.5 1.5 0 0 0-1.5-1.5h-23Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M15 28.241V5.726h2V28.24h-2Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M13.605 12.96H7v-2h6.605v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M13.605 17.983H7v-2h6.605v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M13.605 23.005H7v-2h6.605v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M25.303 23.005h-6.605v-2h6.605v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M25.303 12.96h-6.605v-2h6.605v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M25.303 17.983h-6.605v-2h6.605v2Z" fill="#00002D"></path> </g> <defs> <clipPath id="vsnbvkyomi-clip0_5550_36055"> <path fill="#fff" transform="translate(0 .983)" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/compare" class="type-h5 text-theme-color" data-card-link >Compare</a></div> <span class="text-theme-color-secondary">See how we stack up</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#ffakorkbpc-clip0_476_23557)"> <path fill-rule="evenodd" clip-rule="evenodd" d="m5.987 26.203 5.156-2.895 2.22 3.953a2.957 2.957 0 1 1-5.156 2.895l-2.22-3.953Zm5.632 2.037a.957.957 0 0 1-1.668.937l-1.24-2.21 1.668-.936 1.24 2.21Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M14.056 2.633a1 1 0 0 1 1.083.485l11.184 19.763a1 1 0 0 1-1.184 1.442l-.694-.23c-1.263-.42-2.531-.843-3.762-1.164-1.462-.382-2.774-.594-3.854-.511-.964.073-2.154.272-3.218.55-1.116.293-1.914.629-2.238.894a1 1 0 0 1-1.504-.28l-3.581-6.329a1 1 0 0 1 .378-1.363c1.702-.963 3.289-2.565 4.287-4.264 1.688-2.873 2.148-6.13 2.32-8.102a1 1 0 0 1 .783-.89Zm.797 4.04c-.36 1.827-1 3.963-2.175 5.966A14.34 14.34 0 0 1 8.5 17.101l2.611 4.614c.604-.276 1.309-.502 1.993-.681a21.192 21.192 0 0 1 3.573-.61c1.414-.109 2.983.17 4.512.57.7.183 1.414.397 2.12.622L14.853 6.673Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M23.667 2.346 21.563 6.7l-1.8-.87 2.103-4.354 1.801.87Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m25.996 16.845 4.817.438.18-1.992-4.816-.437-.18 1.991Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m22.882 10.187 4.152-2.35.986 1.74-4.153 2.35-.985-1.74Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M1.897 20.675a3.037 3.037 0 0 1 1.148-4.14l1.246-.705a3.037 3.037 0 0 1 4.14 1.148l2.828 4.998a3.037 3.037 0 0 1-1.147 4.14l-1.247.705a3.037 3.037 0 0 1-4.139-1.148l-2.829-4.998Zm2.133-2.399a1.037 1.037 0 0 0-.392 1.414l2.829 4.998c.282.499.915.674 1.413.392l1.247-.705c.498-.282.674-.915.391-1.414L6.69 17.963a1.037 1.037 0 0 0-1.413-.392l-1.246.705Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M.549 24.548a3.037 3.037 0 0 1 1.147-4.14l.909-.514a1 1 0 0 1 1.363.378l2.17 3.834a1 1 0 0 1-.379 1.363l-.908.514a3.037 3.037 0 0 1-4.14-1.147l-.162-.288Zm2.132-2.399a1.037 1.037 0 0 0-.392 1.414l.163.288c.282.498.915.674 1.414.391l.038-.021-1.185-2.093-.038.021Z" fill="#00002D"></path> </g> <defs> <clipPath id="ffakorkbpc-clip0_476_23557"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/release-updates" class="type-h5 text-theme-color" data-card-link >Product Updates</a></div> <span class="text-theme-color-secondary">Get the latest</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#zmkrggmnuv-clip0_476_22863)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M22.5 13a4.5 4.5 0 1 0 0-9 4.5 4.5 0 0 0 0 9Zm-.5 6.525V27h10v-7.475C32 16.177 25.329 15 22 15c-1.084 0-2.522.125-3.97.409 2.185.966 3.97 2.384 3.97 4.116Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M2.397 18.924c-.38.325-.397.515-.397.601V25h16v-5.475c0-.086-.017-.276-.397-.601-.408-.35-1.08-.71-2.002-1.025C13.767 17.272 11.493 17 10 17c-1.493 0-3.767.272-5.6.9-.922.315-1.596.674-2.003 1.024ZM20 19.525C20 16.177 13.329 15 10 15c-3.329 0-10 1.177-10 4.525V27h20v-7.475Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M10 11a2.5 2.5 0 1 0 0-5 2.5 2.5 0 0 0 0 5Zm0 2a4.5 4.5 0 1 0 0-9 4.5 4.5 0 0 0 0 9Z" fill="#00002D"></path> </g> <defs> <clipPath id="zmkrggmnuv-clip0_476_22863"> <path fill="#fff" d="M0 0h32v32H0z"></path> </clipPath> </defs> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/customers" class="type-h5 text-theme-color" data-card-link >Customers</a></div> <span class="text-theme-color-secondary">Automation in action</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M20 8V2H6v28h20V8h-6Zm7.82-2a2 2 0 0 1 .18.828V30a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V2a2 2 0 0 1 2-2h15.172a2 2 0 0 1 1.414.586l4.828 4.828A2 2 0 0 1 27.82 6ZM22 2.828 25.172 6H22V2.828Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M11 0v14a2 2 0 1 0 4 0V6.5a.5.5 0 0 0-1 0v5h-2v-5a2.5 2.5 0 0 1 5 0V14a4 4 0 0 1-8 0V0h2Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M23 21H9v2h14v-2Zm-4 4H9v2h10v-2Z" fill="#00002D"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/marketing-automation-buyers-guide" class="type-h5 text-theme-color" data-card-link >Buyer&#039;s Guide</a></div> <span class="text-theme-color-secondary">Find the right automation platform for you</span></div></div></li></ul></div></div></nav></div></div></div></li><li class="w-full border-t border-theme-border-color-weak xl:border-0 xl:w-auto"><div class="hidden nojs:block"> <a class="nav-link nav-link--primary relative inline-flex items-center justify-center border rounded-full" href="https://www.activecampaign.com/solutions" text="All Solutions"> <span class="pointer-events-none">Solutions</span> <span class="h-xs-sm w-xs-sm" aria-hidden="true">&nbsp;</span> </a></div><div class="nojs:hidden site-nav__mega-menu" data-site-nav-mega-menu="80"> <button aria-controls="menu-80-panel" aria-expanded="false" aria-label="Show Solutions menu" class="nav-link nav-link--primary relative inline-flex items-center justify-center border rounded-full" data-site-nav-mega-menu-toggle data-text-for-hide="Hide Solutions menu" data-text-for-show="Show Solutions menu" id="menu-80-toggle" type="button" > <span>Solutions</span> <span class="xl:hidden button button--control inline-flex items-center justify-center border rounded-sm ml-auto"> <svg class="h-xs-sm w-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-chevron-down" aria-hidden="true"></use></svg></span> <span class="hidden xl:inline-block w-xs-sm"> <svg class="h-xs-sm w-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-chevron-down" aria-hidden="true"></use></svg></span> </button><div class="pb-lg-xl xl:container xl:absolute xl:top-full xl:left-0 xl:right-0 xl:py-sm-xl" data-color-theme="light" id="menu-80-panel" ><div class="grid grid-cols-12 gap-x-sm-xl gap-y-lg-md"><div class="col-span-12 "><div class="w-fit xl:max-w-[50%]"><div class="nav-link-overview-card select-none" data-card="masked" data-card-size="sm"><div class="flex flex-col gap-4xs-3xs"> <a class="inline-flex items-center gap-sm-md text-theme-link-color" href="https://www.activecampaign.com/solutions" data-card-link> <span class="type-h4"> <span class="xl:hidden">All Solutions</span> <span class="hidden xl:block">Solutions</span> </span> <span class="shrink-0"> <svg class="w-xs-sm h-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-arrow-right" aria-hidden="true"></use></svg></span> </a> <span class="text-sm">Find the right intelligent marketing automation solution to grow your business</span></div></div></div></div><nav class="col-span-12 grid grid-cols-subgrid gap-y-lg-xl"><div class="col-span-12 lg:col-span-6 flex flex-col gap-md-lg"><div><h3 class="text-2xs leading-tight tracking-wider uppercase block mb-lg-sm text-theme-secondary">Featured industries</h3><ul class="grid grid-cols-1 md:grid-cols-2 gap-3xs-2xs" role="list"><li class="flex"><div class="link-card w-full p-sm-md border rounded-lg" data-card ><div class="flex flex-col"><div class="self-end w-md-lg h-md-lg"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M20 8V2H6v28h20V8h-6Zm7.82-2a2 2 0 0 1 .18.828V30a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V2a2 2 0 0 1 2-2h15.172a2 2 0 0 1 1.414.586l4.828 4.828A2 2 0 0 1 27.82 6ZM22 2.828 25.172 6H22V2.828Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M11 0v14a2 2 0 1 0 4 0V6.5a.5.5 0 0 0-1 0v5h-2v-5a2.5 2.5 0 0 1 5 0V14a4 4 0 0 1-8 0V0h2Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M23 21H9v2h14v-2Zm-4 4H9v2h10v-2Z" fill="#00002D"></path> </svg></div><div class="flex items-start gap-3xs mt-md-lg"><h3 class="type-h5"> <a href="https://www.activecampaign.com/agency-partners" class="text-theme-color" data-card-link >Agency &amp; Consulting</a></h3></div><p class="mt-4xs text-xs">Drive client results</p></div></div></li><li class="flex"><div class="link-card w-full p-sm-md border rounded-lg" data-card ><div class="flex flex-col"><div class="self-end w-md-lg h-md-lg"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" 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</svg></div><div class="flex items-start gap-3xs mt-md-lg"><h3 class="type-h5"> <a href="https://www.activecampaign.com/education" class="text-theme-color" data-card-link >Online Education</a></h3></div><p class="mt-4xs text-xs">Market and automate learning</p></div></div></li><li class="flex"><div class="link-card w-full p-sm-md border rounded-lg" data-card ><div class="flex flex-col"><div class="self-end w-md-lg h-md-lg"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M1 2.372h4.71c1.065 0 1.994.721 2.26 1.753l.472 1.837h21.593a1.667 1.667 0 0 1 1.559 2.256l-4.376 11.57a2.333 2.333 0 0 1-2.182 1.507H12.532a2.333 2.333 0 0 1-2.241-1.684L6.7 7.226l-.668-2.603a.333.333 0 0 0-.323-.25H1v-2Zm11.186 5.59H8.998l1.352 4.667h2.512l-.676-4.667Zm.966 6.667h-2.223l1.283 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href="https://www.activecampaign.com/franchise" class="text-theme-color" data-card-link >Multi-location &amp; Franchises</a></h3></div><p class="mt-4xs text-xs">Consistent experiences at scale</p></div></div></li></ul></div></div><div class="col-span-12 md:col-span-6 xl:col-span-3 flex flex-col gap-lg-sm"><div><h3 class="text-2xs leading-tight tracking-wider uppercase block mb-lg-sm text-theme-secondary">All Industries</h3><ul class="flex flex-col gap-lg-sm"><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M29 2H3a1 1 0 0 0-1 1v26a1 1 0 0 0 1 1h26a1 1 0 0 0 1-1V3a1 1 0 0 0-1-1ZM3 0a3 3 0 0 0-3 3v26a3 3 0 0 0 3 3h26a3 3 0 0 0 3-3V3a3 3 0 0 0-3-3H3Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M31.5 7.5H.5v-2h31v2Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M3 3h1.5v1.5H3V3Zm2.25 0h1.5v1.5h-1.5V3ZM9 3H7.5v1.5H9V3Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m23.797 18.24-4.691-3.518 1.05-1.4 5.625 4.219a.875.875 0 0 1 0 1.4l-5.625 4.218-1.05-1.4 4.691-3.518Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m8.203 18.24 4.691 3.52-1.05 1.4-5.625-4.22a.875.875 0 0 1 0-1.4l5.625-4.218 1.05 1.4-4.691 3.518Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m13.494 25.271 2.77-14.021 1.697.43-2.77 14.02-1.697-.428Z" fill="#004CFF"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/industry/saas-and-technology" class="type-h5 text-theme-color" data-card-link >SaaS &amp; Technology</a></div> <span class="text-theme-color-secondary">Scale your tech business</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <path fill-rule="evenodd" clip-rule="evenodd" d="M17 16a1 1 0 0 1 1-1h7a4 4 0 0 1 4 4v8a4 4 0 0 1-4 4h-7a1 1 0 0 1-1-1V16Zm2 1v12h6a2 2 0 0 0 2-2v-8a2 2 0 0 0-2-2h-6Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M17 10a1 1 0 0 1 1-1h7a2 2 0 0 1 2 2v4a2 2 0 0 1-2 2h-7a1 1 0 0 1-1-1v-6Zm2 1v4h6v-4h-6Z" fill="#00002D"></path> <path fill="#00002D" d="M19 21h8v4h-8z"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M3 11a4 4 0 0 1 4-4h8a4 4 0 0 1 4 4v16a4 4 0 0 1-4 4H7a4 4 0 0 1-4-4V11Zm4-2a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h8a2 2 0 0 0 2-2V11a2 2 0 0 0-2-2H7Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M3 3a2 2 0 0 1 2-2h12a2 2 0 0 1 2 2v4a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V3Zm14 0H5v4h12V3Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M12 16h-2v2H8v2h2v2h2v-2h2v-2h-2v-2Z" fill="#004CFF"></path> <path fill="#00002D" d="M15 29h4v2h-4z"></path> </svg></div><div class="flex flex-col gap-4xs"><div class="flex items-start gap-3xs"> <a href="https://www.activecampaign.com/industry/healthcare" class="type-h5 text-theme-color" data-card-link >Healthcare</a></div> <span class="text-theme-color-secondary">Drive better patient experiences</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto 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text-theme-color" data-card-link >Creators &amp; Influencers</a></div> <span class="text-theme-color-secondary">Grow your audience</span></div></div></li><li class="flex gap-xs"><div class="nav-link-icon-card inline-flex items-start gap-xs-sm text-xs select-none" data-card="masked" data-card-size="sm"><div class="shrink-0 w-md-lg mt-4xs"><svg class="spot-illustration scale-100 w-full h-auto max-h-full" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 32 32" fill="none" focusable="false" aria-label="" aria-hidden="true" role="presentation"> <g clip-path="url(#xdvobbccbh-clip0_476_22628)"> <path fill-rule="evenodd" clip-rule="evenodd" d="M22.493 1.138a1 1 0 0 1 .993-.012l4.5 2.5-.972 1.748L24 3.7V9h-2V2a1 1 0 0 1 .493-.862Z" fill="#004CFF"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="m4.894 5.553 7 14a1 1 0 0 1-1.558 1.194l-9-8 1.328-1.495 5.12 4.55-4.678-9.355 1.788-.894Z" fill="#00002D"></path> <path fill-rule="evenodd" clip-rule="evenodd" d="M1 19h24v1a12 12 0 0 1-24 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href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-bullet" aria-hidden="true"></use></svg> </span></li><li class="flex items-center gap-2xs-xs text-2xs uppercase"><span aria-current="true">Sales Crm</span></li></ol></nav><div class="col-span-12 lg:col-span-6 flex flex-col gap-md-lg justify-end"><h1 class="type-h1-article text-balance">CRM 101: A&nbsp;Complete Guide</h1><div class="flex flex-wrap items-center gap-2xs-xs text-xs"><div class="flex gap-2xs items-center"><div class="w-md h-md border border-theme-border-color-weak overflow-hidden rounded-full"><div class="relative overflow-hidden pointer-events-none aspect-1/1 rounded-full"><img id="img-1388493-2132094686" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=992b4305f96b1dc8d372e8917832d42f" srcset="https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=992b4305f96b1dc8d372e8917832d42f 1600w, https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=1440&amp;h=1440&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=60a2791cc96b310de9c744df745a114c 1440w, https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=990&amp;h=990&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=aa0d10919e521272da9ad146c51ecbe2 990w, https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=768&amp;h=768&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=8e398d4c6e22a69faa33dac855554fb9 768w, https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=512&amp;h=512&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=590d65324ffe8baf92bee48df4a5ebce 512w, https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=300&amp;h=300&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=cab2340661a3740f5e4048c55ade5fb5 300w" width="150" height="150" alt="" sizes="50vw" decoding="sync" draggable="false" fetchpriority="high"><noscript><img id="img-1388493-2132094686" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/portraits/mcasaril.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686125&amp;s=992b4305f96b1dc8d372e8917832d42f" width="150" height="150" alt="" decoding="sync"></noscript></div></div><div class="flex flex-col gap-4xs-3xs"><a class="text-xs" href="https://www.activecampaign.com/authors/mcasaril">Marina Casaril</a></div></div> <span class="text-[6.5px]" aria-hidden="true"> <svg class="w-em h-em" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-bullet" aria-hidden="true"></use></svg> </span> <span><time datetime="2024-08-08T09:46:20-05:00">August 8, 2024</time> </span></div></div><div class="col-span-12 lg:col-span-6"><div class="relative overflow-hidden pointer-events-none aspect-16/9 rounded-lg"><img id="img-1434048-244306615" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=09dd23bebfa6b2dcb3387a924effda67" srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=09dd23bebfa6b2dcb3387a924effda67 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=1440&amp;h=810&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=9dd9be05969c7113f0e46bb52461b7c8 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=990&amp;h=557&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=f72987fcca48cb6315c05c02a6c1f5eb 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=768&amp;h=432&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=44ed7817521dbbc2007923f1231693f4 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=512&amp;h=288&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=fcfc03d37b2726f8e2b8cdab3afb1e08 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=300&amp;h=169&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=ded3691bf1e2e971b351e5309a7399b0 300w" width="800" height="752" alt="Sales CRM" sizes="50vw" decoding="sync" draggable="false" fetchpriority="high"><noscript><img id="img-1434048-244306615" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Sales-CRM.jpg?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731940813&amp;s=09dd23bebfa6b2dcb3387a924effda67" width="800" height="752" alt="Sales CRM" decoding="sync"></noscript></div></div></div></section><section class="section section--post-body py-2xl-3xl" data-color-theme="light"><div class="container w-full grid grid-cols-12 gap-x-sm-xl gap-y-xl-2xl"><aside class="col-span-full lg:col-span-3"><div class="lg:sticky lg:top-3xl"><div class="flex flex-col gap-md-lg"><div class="flex flex-col gap-sm lg:gap-2xs-xs"><h3 class="text-2xs leading-tight tracking-wider uppercase">Topics</h3><ul class="flex flex-wrap gap-2xs text-root" role="list"><li> <a class="badge inline-block rounded-full uppercase select-none badge--category py-3xs-2xs px-2xs-xs text-2xs uppercase" href="https://www.activecampaign.com/blog/category/sales">Sales</a></li></ul></div><div class="flex flex-col gap-sm lg:gap-2xs-xs"><h3 class="text-2xs leading-tight tracking-wider uppercase">Contents</h3><ul class="flex flex-col gap-sm lg:gap-2xs-xs text-root" role="list"><li> <a class="inline-flex items-center gap-2xs-xs" href="#what-does-a-crm-system-do"> <span class="text-pretty">What does a CRM system do?</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#how-exactly-does-a-crm-help-you"> <span class="text-pretty">How exactly does a CRM help you?</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#top-benefits-of-crm-software"> <span class="text-pretty">Top benefits of CRM software​</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#how-does-crm-automation-work"> <span class="text-pretty">How does CRM automation work?</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#automation-in-active-campaign-that-streamlines-your-sales-process"> <span class="text-pretty">Automation in ActiveCampaign that streamlines your sales process</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#frequently-asked-questions"> <span class="text-pretty">Frequently asked questions</span> </a></li><li> <a class="inline-flex items-center gap-2xs-xs" href="#take-your-business-to-the-next-level-with-a-crm"> <span class="text-pretty">Take your business to the next level with a CRM</span> </a></li></ul></div></div></div></aside><div class="col-span-full lg:col-span-9 grid grid-cols-12 auto-rows-min gap-x-sm-xl lg:grid-cols-9"><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p><br />Today’s sales pipelines can have dozens of touchpoints. Keeping up with your customers is a challenge for any business, and even more so for small businesses and solopreneurs.</p><p>But with customer relationship management software, you can bring all the data you’ll need for your sales and marketing strategies into a single platform. It boosts your efficiency and productivity and gives your customers a more personalized experience.</p></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="what-does-a-crm-system-do" class="type-h2" tabindex="-1">What does a&nbsp;CRM system do?</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>A CRM integrates with other platforms and tools to help you track and create a complete image of what your customers do online and offline, helping you create better experiences for your customers and leads.</p></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 57.051282051282%;"><img id="img-1422183-1094967891" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=c5f5a6c5299144e507243b1bdd7adfdb" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="624" height="356" alt="crm infographic answering the question what is a crm system" data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=c5f5a6c5299144e507243b1bdd7adfdb" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=c5f5a6c5299144e507243b1bdd7adfdb 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=316513a899945afe3b8cae4f51c859a5 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=075be3e92bd731e4f2a70bd1050e693e 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=85a4525670ccca5088099c6b64791163 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=ace3ffe134f5c0a6968a2b46f5e6dae8 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=fa5d15605144dc118628b423e2a5bbfd 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1422183-1094967891" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_02_what-is-a-crm-graphic.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=c5f5a6c5299144e507243b1bdd7adfdb" width="624" height="356" alt="crm infographic answering the question what is a crm system" decoding="async"></noscript></div><figcaption class="rich-text mt-sm text-xs text-theme-color-secondary col-span-full">All the components that make up a&nbsp;CRM system.</figcaption></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p><a href="https://www.activecampaign.com/blog/30-crm-statistics-to-increase-your-sales">69% of customers</a> appreciate personalization, but only if based on data they’ve directly shared with the business. And 53% of businesses say first-party data is of higher quality than third-party.</p><p>A CRM helps you aggregate first-party data and deliver these personalized experiences effectively.</p></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="how-exactly-does-a-crm-help-you" class="type-h2" tabindex="-1">How exactly does a&nbsp;CRM help&nbsp;you?</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>  A CRM’s main purpose is to help businesses manage and maintain interactions with their customers and potential customers but there are a plethora of additional benefits you’ll see when implementing one.</p><ul><li><strong>Track and compile customer data across channels:</strong> By integrating with other services like an e-commerce platform or social media tools, a CRM gets access to user actions in real time across channels.</li><li><strong>Track, nurture, and score leads: </strong>Use these additional data points to <a href="https://www.activecampaign.com/learn/guides/lead-scoring-best-practices-the-only-framework-you-need-to-get-started">score leads</a> and assign them to the right sales reps.</li><li><strong>Contact management: </strong>Store and provide easy access to relevant contact information for all leads and customers.</li><li><strong>Build and manage sales pipelines:</strong> Create processes that make it easier for your sales team to close deals at scale.</li></ul></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 43.040935672515%;"><img id="img-1423092-1568969420" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d4fd68eff48c4725ca262206e5590378" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="855" height="368" alt="crm pipeline showing To Contact, In Contact, and Follow Up fields" data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d4fd68eff48c4725ca262206e5590378" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d4fd68eff48c4725ca262206e5590378 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d2086dc9fb1e530c9ddb2b455a711987 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=bcc892de895d67534391317df9ea703a 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=3718a96a3dfdf338a76a9cf907c5e0b9 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=31da6109468beb0b1f9933b9780f805a 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=0aed1047fdef58912a2cfbb2f2b095da 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1423092-1568969420" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image1.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d4fd68eff48c4725ca262206e5590378" width="855" height="368" alt="crm pipeline showing To Contact, In Contact, and Follow Up fields" decoding="async"></noscript></div><figcaption class="rich-text mt-sm text-xs text-theme-color-secondary col-span-full">ActiveCampaign’s CRM makes it easy to distinguish between deal types and move them seamlessly down the funnel.</figcaption></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><ul><li><strong>Track customer actions to provide a personalized experience:</strong> Integrate with e-commerce platforms, websites, and point-of-sale systems to track your customers’ purchases and other actions and use that data to personalize your sales and marketing efforts.</li><li><strong>Gather, analyze, and report on data: </strong>More easily make data-based decisions about adjusting your marketing messaging, target market, etc.</li><li><strong>Incorporate automation to speed up sales/marketing tasks:</strong> In a hectic workday, it’s easy for sales reps to forget to send a message or leave a note. CRMs let reps automate tasks like post-call notes and tags or notifications to senior sales reps when certain actions take place.</li><li><strong>Breaks down barriers/silos between departments: </strong>One issue many companies face is a disconnect between sales, marketing, and customer service. With CRM, you can integrate data from the departments’ various tools —destroying silos and improving cooperation.</li></ul><h3>Who can use a CRM?</h3><p>Do you run a business that sells a product or service to any level of customer (whether business or consumer)? Any company with a sales, marketing, or billing team can use a CRM.</p><p>A CRM tool can help you better understand your customer needs and optimize your sales, marketing, and customer support efforts. It can help you streamline your efforts and deliver a unified customer experience across channels.</p><p>Just <a href="https://www.activecampaign.com/blog/30-crm-statistics-to-increase-your-sales">24%</a> of businesses say they are successfully doing omnichannel personalization, with silos and infrastructure as key barriers.</p><p>A CRM can help you bridge that gap.</p></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 137.625%;"><img id="img-1433904-933795901" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=37275019f555b8a899529735185366d8" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="800" height="1101" alt="Benefits of a CRM" data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=37275019f555b8a899529735185366d8" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=37275019f555b8a899529735185366d8 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d8559e68a288ec4728510c5a0bda16f7 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=54b0b89350703698787a6bbe673a01c9 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=f63b92f16df5b3343df276faf5a0471d 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=c5ddf55fe7a120fbea88a10b97abc9be 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=9cbbd7ba07be049e445cc703f2d76008 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1433904-933795901" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_Benefits-of-a-CRM.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=37275019f555b8a899529735185366d8" width="800" height="1101" alt="Benefits of a CRM" decoding="async"></noscript></div></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><h3>CRM use cases for sales teams</h3><p>Sales teams often struggle to give customers the experience they want. <a href="https://www.activecampaign.com/blog/30-crm-statistics-to-increase-your-sales">77%</a> of B2B buyers say their last purchase was difficult or complex. A CRM can help simplify it. <a href="https://www.activecampaign.com/blog/30-crm-statistics-to-increase-your-sales">70%</a> of sales professionals say a CRM system is very important in closing deals.</p></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 71.789883268482%;"><img id="img-1423095-1723819821" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=eaf92b1808cb219afb6a429cee83671f" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="514" height="369" alt="example of a contact in ActiveCampaign&#039;s CRM" data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=eaf92b1808cb219afb6a429cee83671f" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=eaf92b1808cb219afb6a429cee83671f 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=2dd70e79a65532689da5deb6462efa79 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=d29631a21d2a91b065c44d46b4c86ed7 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=2ea60ea0d944b3c020040402b27c0611 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=5f176d7e4cad2fa0cddcfeb95ec8a996 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=74fc2fd82d725ce1a779179076e1dcfb 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1423095-1723819821" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_04_image2.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=eaf92b1808cb219afb6a429cee83671f" width="514" height="369" alt="example of a contact in ActiveCampaign&#039;s CRM" decoding="async"></noscript></div></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p><em>What a customer profile looks like inside the <a href="https://www.activecampaign.com/sales-crm">ActiveCampaign Sales CRM</a>.</em></p><p><strong>Sales teams can use a CRM to:</strong></p><ul><li>Identify and track leads and prospects</li><li>Automate lead scoring and evaluation efforts</li><li>Prioritize VIP clients and high-value potential customers</li><li>Build/manage/optimize <a href="https://www.activecampaign.com/blog/sales-pipeline">sales pipelines</a></li><li>Find opportunities for cross-selling and up-selling</li><li>Offer seamless transitions when customers move between sales reps</li><li>Collaborate and share data with marketing departments to provide a better experience</li><li>Create a complete image of every <a href="https://www.activecampaign.com/blog/customer-journey-map">customer journey</a> and all their interactions with your business.</li></ul><h3>CRM use cases for marketing teams</h3><p>Marketing departments often work from vague personas rather than a real-time image of their customers.</p><p><strong>Marketing departments can use a CRM to:</strong></p><ul><li>Qualify and <a href="https://www.activecampaign.com/blog/lead-nurturing">nurture leads</a> to send to sales</li><li>Segment customers and prospects based on gathered data</li><li>Plan, execute, and automate personalized campaigns</li><li>Automate tasks like drip campaigns and follow-ups</li></ul></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 70.25%;"><img id="img-1434093-965404552" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=1d69803d83542942e7cb116e42e1fc11" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="800" height="562" alt="automated workflow in activecampaign" data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=1d69803d83542942e7cb116e42e1fc11" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=1d69803d83542942e7cb116e42e1fc11 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=f2e71d1937837252c6f823b404bada08 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=91a3da85b2b06839e29c5379c90c271f 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=59f62963393e4ee6b2dc5f026892fcfa 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=0f479b94f61b5d16456e668b6587cc03 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=84be73f1010854ebc2ff1c9bdb6d9e0b 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1434093-965404552" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2023_08_automated-workflow-in-activecampaign.jpg?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1731940814&amp;s=1d69803d83542942e7cb116e42e1fc11" width="800" height="562" alt="automated workflow in activecampaign" decoding="async"></noscript></div><figcaption class="rich-text mt-sm text-xs text-theme-color-secondary col-span-full">In the ActiveCampaign CRM, you can set up an automated workflow for nurturing high-quality leads before sending them on to&nbsp;sales.</figcaption></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>Further reading on CRM</p><p>Ready to get started integrating a CRM into your business? Use these free resources.</p><p><a href="https://www.activecampaign.com/learn/start/sales-crm">How to get started with ActiveCampaign’s CRM</a></p><p><a href="https://www.activecampaign.com/blog/crm-software">How to Choose CRM Software – Top 10 CRM Software Platforms</a></p><p><a href="https://activecampaign.com/email-marketing">Email Marketing 101</a></p><h3>CRM use cases for customer service teams</h3><p>Customer support teams have crucial insights into customer issues and needs but often don’t get included in marketing, sales, and product conversations. An integrated CRM makes support data visible to everyone and leads to a more complete image of your customers.</p><p><strong>Customer support teams can use a CRM to:</strong></p><ul><li>Track support ticket resolution across channels</li><li>Identify common problem areas for support content</li><li>Solve issues and complaints quickly</li><li>Streamline administrative tasks</li><li>Flag major issues for sales/marketing/product teams to remedy</li></ul></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="top-benefits-of-crm-software" class="type-h2" tabindex="-1">Top benefits of CRM software</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>CRM solutions can help you address various core business needs, from better managing customer data and bridging silos to delivering personalized experiences for each customer.</p><p>Let’s take a closer look at the seven top benefits of using a CRM platform.</p><h3>1. Data from multiple channels in one platform</h3><p>CRM solutions can help you address various core business needs, from better contact management and bridging silos to delivering personalized experiences for each customer, improving their customer satisfaction.</p><h3>2. Eliminate silos between departments</h3><p>Give teams that work together, or in adjacent areas, access to the same CRM data and an easy way to collaborate. Marketing, sales, and support can all document their interactions with a customer so the next person can pick up where the previous one left off.</p><p>A consistent experience is key to driving <a href="https://www.activecampaign.com/blog/loyalty-marketing">customer loyalty</a>.</p><h3>3. Deliver personalized experiences</h3><p>By using deep customer information and real actions, you can create custom segments and personalize your marketing and sales efforts.</p><p>For example, Australian-based social-research firm <a href="https://www.activecampaign.com/customers/mccrindle" target="_blank" rel="noreferrer noopener">McCrindle</a> uses ActiveCampaign to track event attendees and deliver tailored sales messages through a BigMarker integration.</p><p>McCrindle also relies on the ActiveCampaign API to attribute lead sources like Facebook Ads or LinkedIn to any new leads that come in through its campaigns. These processes help reveal 900 qualified leads every month, like clockwork.</p><p>An effective CRM strategy helps you tailor marketing messages based on where leads come from, and actions they take — like attending events or downloading a case study.</p><h3>4. Become more remote-friendly with a cloud CRM</h3><p>More sales and marketing teams are working remotely. In 2021, <a href="https://business.linkedin.com/content/dam/me/business/en-us/sales-solutions/cx/21/pdfs/the-state-of-sales-2021-report.pdf" target="_blank" rel="noreferrer noopener">53%</a> of sales professionals worked from home at least 50% of the time. 67% of sales managers said managing remote salespeople was more challenging than expected.</p><p>In the old days of CRM technology, you’d have to install an on-premises solution and maintain the system yourself. That also made it hard to access and use the CRM while out of the office.</p><p>Luckily, the world of CRM has mostly transitioned to software-as-a-service (SaaS) by now. A cloud-based CRM can be accessed from anywhere, and with security features like 2-factor authentication and end-to-end encryption, your customer and internal data is safe.</p><p>The best CRM software makes it easy for your employees to collaborate and deliver a consistent <a href="https://www.activecampaign.com/blog/improve-customer-experience" target="_blank" rel="noreferrer noopener">customer experience</a> even when working from home.</p><h3>5. Automate tasks to increase efficiency</h3><p>The <a href="https://www.activecampaign.com/blog/create-sales-process-for-your-service-business" target="_blank" rel="noreferrer noopener">sales process</a> used to include a lot of menial tasks like collecting customer information into spreadsheets and sending emails to set up sales calls.</p><p>A CRM lets you automate things like data collection and analysis, lead scoring, lead nurturing campaigns, and even appointment setting. You can also use automations to ensure your sales reps always contact the hottest leads at the right time.</p><p>For example, you can set up automated notifications to deal owners when their leads take certain actions on your site — like downloading a white paper.</p><h3>6. Identify new sales opportunities</h3><p>With access to detailed real-time data, you can find ways to cross or upsell to existing customers. For example, you might notice customer complaints about issues that an add-on product can solve.</p><p>Plus, lead scoring and nurturing help your sales team only work with leads that are ready to buy, maximizing the return on every sales call. That way, you can focus on red-hot, high-value leads.</p><h3>7. Optimize the sales cycle and customer experience</h3><p>With access to a centralized dashboard of customer data, you can methodically work through and optimize your sales cycle.</p><p>You can improve everything from which reps handle what type of leads to your entire lead nurturing process and sales activity dashboard. With access to feedback from customer support, you can also implement changes to product, marketing, and onboarding to drive a better customer experience.</p><p>Every customer engagement is a chance to learn more — and a CRM makes it possible.</p></div></div><figure class="post-block post-block--image col-span-full lg:col-span-6 lg:col-start-2 grid grid-cols-subgrid"><div class="relative overflow-hidden pointer-events-none aspect-auto rounded-md col-span-full" style="padding-top: 74.626865671642%;"><img id="img-1431081-1129642381" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=d9bc2472c5f3b7e19a25532e9e7f211c" srcset="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="737" height="550" alt="Illustration of the ActiveCampaign user dashboard." data-src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=d9bc2472c5f3b7e19a25532e9e7f211c" data-srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=d9bc2472c5f3b7e19a25532e9e7f211c 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=1440&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=09e49a3a5b7c3ead22b2bd9f4b340d8e 1440w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=990&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=0070bd304e427d07a83b0eb016e3a2e0 990w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=768&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=12651aa90f14a907f8100615a195efab 768w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=512&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=e79cb8c3726d38455ceff4f4347335a4 512w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=300&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=9e7fd3c542c416101774ee4c40e8b2f6 300w" data-sizes="auto" decoding="async" draggable="false" fetchpriority="auto"><noscript><img id="img-1431081-1129642381" class="absolute inset-0 w-full h-full object-cover select-none " src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2022_09_ac-dashboard-comments.png?w=1600&amp;q=80&amp;auto=format&amp;fit=clip&amp;dm=1732095319&amp;s=d9bc2472c5f3b7e19a25532e9e7f211c" width="737" height="550" alt="Illustration of the ActiveCampaign user dashboard." decoding="async"></noscript></div></figure><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>MANAGE EVERYTHING IN ONE PLACE</p><p>Get started with best-in-class CRM today with a 14-day free trial of ActiveCampaign.Start your free trial</p></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="how-does-crm-automation-work" class="type-h2" tabindex="-1">How does CRM automation work?</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>CRM automation speeds up manual admin tasks and empowers your sales teams to close more valuable deals by automatically highlighting high-value leads.</p><p><strong>Examples of <a href="https://www.activecampaign.com/blog/sales-automation" target="_blank" rel="noreferrer noopener">sales automation</a> include:</strong></p><ul><li>Automatic lead scoring based on actions</li><li>Automatic lead nurturing based on scores and customer engagement</li><li>Segmenting customers based on demographics, actions, and more</li><li>Personalizing promotions and email templates for customers and free users</li><li>Automatic post-sales follow-up emails</li></ul><p>To take advantage, you need a CRM with powerful workflow and <a href="https://www.activecampaign.com/sales-automation">sales automation</a> tools built into the platform. Then, you can use the automation builder to create workflows that enhance and speed up your sales cycle:</p><ul><li>You can add downloading a case study as a trigger for sending an email to schedule a sales call.</li><li>You can automatically segment marketing list audiences based on interactions with your website, like viewing a holiday gift guide.</li></ul><p><br />These types of rules can help businesses market more effectively and reach leads when they’re ready to buy. By striking while the iron is hot, you also reduce the risk of leads falling out of the pipeline without buying.</p><p>By using these types of automations, American sales consultancy Smart Gets Paid <a href="https://www.activecampaign.com/customers/koia">grew its number of contacts by 27x</a> and reduced time spend on admin tasks by 50%. The company also uses automation to segment leads based on their purchases, downloads, and other actions that leads take on the website.</p></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="automation-in-active-campaign-that-streamlines-your-sales-process" class="type-h2" tabindex="-1">Automation in ActiveCampaign that streamlines your sales process</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>With ActiveCampaign’s drag-and-drop automation builder, you can easily create workflows even more advanced than this.</p><p>Segment your audience based on a combination of location, demographics, and customer interactions to start personalizing your marketing message today. That’s the first step to creating a solid <a href="https://www.activecampaign.com/blog/email-marketing-strategy" target="_blank" rel="noreferrer noopener">email marketing strategy</a> for your business.</p><p><strong>This is only scratching the surface of what you can do with CRM automations. You can also:</strong></p><ul><li>Go beyond customer engagement and smooth out various internal business processes, like reporting.</li><li>Automatically create performance reports for different platforms, including the lifetime values of real customers.</li><li>Use data from multiple channels along with the real sales data in your CRM</li><li>Forecast the return on various campaigns and plan your marketing spend more efficiently.</li></ul><p>Like in general digital marketing, a CRM in real estate allows you to get to know each individual customer, deliver personalized marketing materials, and grow your relationship.</p><p>You can go beyond the mere demographics and see how they interact with different properties on your website, helping you develop a better sales strategy.</p></div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="frequently-asked-questions" class="type-h2" tabindex="-1">Frequently asked questions</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>Curious about how sales software like a CRM solution can benefit your business? Check out our video breakdown on choosing the right CRM for you and a list of common questions that might be at the top of your mind.</p></div></div><div class="post-block post-block--video col-span-full lg:col-span-6 lg:col-start-2"><div class="relative overflow-auto aspect-16/9"><iframe class="w-full h-full" src="https://www.youtube-nocookie.com/embed/YrY6xdaKRJM?rel=0" title="YouTube Video" loading="lazy" allowfullscreen allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" frameborder="0" tabindex="0"></iframe></div><div class="rich-text mt-sm text-xs text-theme-color-secondary col-span-full">All the components that make up a&nbsp;CRM system.</div></div><div class="post-block post-block--heading col-span-full lg:col-span-6 lg:col-start-2"><h2 id="take-your-business-to-the-next-level-with-a-crm" class="type-h2" tabindex="-1">Take your business to the next level with&nbsp;a&nbsp;CRM</h2></div><div class="post-block post-block--richText col-span-full lg:col-span-6 lg:col-start-2"><div class="rich-text text-md"><p>A CRM helps you keep up with your customer relationships (and future customer relationships), building loyalty and improving your bottom line. From sales to marketing to customer support, every part of your business can benefit from a CRM with sales and <a href="https://www.activecampaign.com/marketing-automation">marketing automation</a>.</p><p>CRM features make it easy to personalize every email, social media message, and phone call. It’s the cornerstone of any marketing, sales, or service strategy that puts the customer first. You can streamline your entire sales cycle and make your existing customers happier.</p></div></div></div></div></section></article><section class="section py-3xl-4xl" data-color-theme="dark"><div class="container w-full grid grid-cols-12 gap-x-sm-xl gap-y-lg-xl"><div class="col-span-12 grid grid-cols-subgrid gap-y-2xs items-end"><div class="col-span-12 lg:col-span-6 xl:col-span-5 flex flex-col gap-2xs"><h2 class="type-h2">Sales</h2></div><div class="col-span-12 lg:col-span-3 lg:col-start-10"><div> <a class="cta-link inline-flex items-center gap-xs text-sm select-none" href="https://www.activecampaign.com/blog/category/sales" text="All sales posts"> <span>All sales posts</span> <span> <svg class="w-xs-sm h-xs-sm" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-chevron-right" aria-hidden="true"></use></svg></span> </a></div></div></div><div class="col-span-12 lg:col-span-6"><article class="post-blog flex flex-col rounded-md justify-between w-full" data-card data-card-size="sm" data-color-theme="blue-dark"><div class="flex flex-col flex-1 p-sm-md"><div class="flex flex-wrap gap-2xs-sx mb-lg-xl"> <a class="badge inline-block rounded-full uppercase select-none badge--category py-3xs-2xs px-2xs-xs text-2xs uppercase" href="https://www.activecampaign.com/blog/category/sales">Sales</a></div><div class="flex flex-col gap-2xs mb-md"><h3 class="type-h3"><a class="text-theme-color" href="https://www.activecampaign.com/blog/how-to-set-up-a-crm" data-card-link>How to Set up a&nbsp;CRM: 6&nbsp;CRM Setup Best Practices</a></h3></div><div class="flex flex-wrap items-center gap-2xs-xs text-xs mt-auto"><div class="flex gap-2xs items-center"><div class="w-md h-md border border-theme-border-color-weak overflow-hidden rounded-full"><div class="relative overflow-hidden pointer-events-none aspect-1/1 rounded-full"><img id="img-1255665-122986378" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=6d0be5c569e48871691f2454b0e785ad" srcset="https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=6d0be5c569e48871691f2454b0e785ad 1600w, https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=1440&amp;h=1440&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=a8f48a8af3c68f741b741e893ee0e756 1440w, https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=990&amp;h=990&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=675542ef161a2c63783f89f5e201387e 990w, https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=768&amp;h=768&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=15c53b1f3d750bfb4acbe557ae822788 768w, https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=512&amp;h=512&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=ad46726dfaf926e52739b49a7aeb8704 512w, https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=300&amp;h=300&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=454a4def8123e2b7be07f2dd0a79a52b 300w" width="150" height="150" alt="" sizes="50vw" decoding="sync" draggable="false" fetchpriority="high"><noscript><img id="img-1255665-122986378" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/portraits/esanteralli.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731626085&amp;s=6d0be5c569e48871691f2454b0e785ad" width="150" height="150" alt="" decoding="sync"></noscript></div></div><div class="flex flex-col gap-4xs-3xs"><div class="text-xs">Ernie Santeralli</div></div></div><span class="text-[6.5px]" aria-hidden="true"> <svg class="w-em h-em" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-bullet" aria-hidden="true"></use></svg> </span> <span><time datetime="2024-10-08T14:52:44-05:00">October 8, 2024</time> </span></div></div><div class=""><div class="relative overflow-hidden pointer-events-none aspect-16/9 rounded-lg"><img id="img-1419846-1757450888" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2021_10_qnm40izwb_toolbelt.png?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1732053084&amp;s=86aea9c9bc803b84dd25785135b57b9a" srcset="https://active-campaign.transforms.svdcdn.com/production/general/wp/2021_10_qnm40izwb_toolbelt.png?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1732053084&amp;s=86aea9c9bc803b84dd25785135b57b9a 1600w, https://active-campaign.transforms.svdcdn.com/production/general/wp/2021_10_qnm40izwb_toolbelt.png?w=1440&amp;h=810&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1732053084&amp;s=3586e6a6806800086b9684ea291e76a2 1440w, 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https://active-campaign.transforms.svdcdn.com/production/general/wp/2021_10_qnm40izwb_toolbelt.png?w=300&amp;h=169&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1732053084&amp;s=d923fe72e9fc208abe2dee7aad144929 300w" width="670" height="351" alt="" sizes="50vw" decoding="sync" draggable="false" fetchpriority="high"><noscript><img id="img-1419846-1757450888" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/general/wp/2021_10_qnm40izwb_toolbelt.png?w=1600&amp;h=900&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1732053084&amp;s=86aea9c9bc803b84dd25785135b57b9a" width="670" height="351" alt="" decoding="sync"></noscript></div></div></article></div><div class="col-span-12 lg:col-span-6 flex flex-col gap-xl-lg"><article class="post-blog flex flex-wrap gap-sm-md justify-between items-start rounded-md" data-card="masked"><div class="flex flex-col flex-1"><div class="flex flex-wrap gap-2xs-sx mb-lg"> <a class="badge inline-block rounded-full uppercase select-none badge--category py-3xs-2xs px-2xs-xs text-2xs uppercase" href="https://www.activecampaign.com/blog/category/growth">Growth</a></div><div class="flex flex-col gap-3xs mb-sm"><h3 class="type-h4"><a class="text-theme-color" href="https://www.activecampaign.com/blog/consultative-selling" data-card-link>6 Steps to Close More Deals With Consultative Selling</a></h3></div><div class="flex flex-wrap items-center gap-2xs-xs text-xs mt-auto"><div class="flex gap-2xs items-center"><div class="w-md h-md border border-theme-border-color-weak overflow-hidden rounded-full"><div class="relative overflow-hidden pointer-events-none aspect-1/1 rounded-full"><img id="img-1388592-1969707221" class="absolute inset-0 w-full h-full object-cover select-none" src="https://active-campaign.transforms.svdcdn.com/production/portraits/stran.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686586&amp;s=a189cb0386e4da23a0b373e75b193e86" srcset="https://active-campaign.transforms.svdcdn.com/production/portraits/stran.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686586&amp;s=a189cb0386e4da23a0b373e75b193e86 1600w, https://active-campaign.transforms.svdcdn.com/production/portraits/stran.png?w=1440&amp;h=1440&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686586&amp;s=f5b8d8d2e65bd788d106be9295cf1212 1440w, https://active-campaign.transforms.svdcdn.com/production/portraits/stran.png?w=990&amp;h=990&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686586&amp;s=08288ba030d42f175be44faab8c57733 990w, 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src="https://active-campaign.transforms.svdcdn.com/production/portraits/stran.png?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731686586&amp;s=a189cb0386e4da23a0b373e75b193e86" width="150" height="150" alt="" decoding="sync"></noscript></div></div><div class="flex flex-col gap-4xs-3xs"><div class="text-xs">Steven Tran</div></div></div><span class="text-[6.5px]" aria-hidden="true"> <svg class="w-em h-em" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-bullet" aria-hidden="true"></use></svg> </span> <span><time datetime="2024-09-24T12:13:32-05:00">September 24, 2024</time> </span></div></div><div class="w-full md:w-1/2"><div class="relative overflow-hidden pointer-events-none aspect-16/9 rounded-lg"><img id="img-1432896-1480323035" class="absolute inset-0 w-full h-full object-cover select-none" 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src="https://active-campaign.transforms.svdcdn.com/production/portraits/adrake.jpeg?w=1600&amp;h=1600&amp;q=80&amp;auto=format&amp;fit=crop&amp;crop=focalpoint&amp;fp-x=0.5&amp;fp-y=0.5&amp;dm=1731620335&amp;s=82370bf4d31d19a8893926e77511e0ca" width="150" height="150" alt="" decoding="sync"></noscript></div></div><div class="flex flex-col gap-4xs-3xs"><div class="text-xs">Alexa Drake</div></div></div><span class="text-[6.5px]" aria-hidden="true"> <svg class="w-em h-em" focusable="false" role="presentation"><use href="https://www.activecampaign.com/dist/images/svg/sprite.icon.svg?v=5244debfe4b872020a8998f42a791eb32f92bd16#icon-bullet" aria-hidden="true"></use></svg> </span> <span><time datetime="2024-07-03T17:08:42-05:00">July 3, 2024</time> </span></div></div><div class="w-full md:w-1/2"><div class="relative overflow-hidden pointer-events-none aspect-16/9 rounded-lg"><img id="img-1439298-63069861" class="absolute inset-0 w-full h-full object-cover select-none" 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decoding="sync"></noscript></div></div></article><article class="post-blog flex flex-wrap gap-sm-md justify-between items-start rounded-md" data-card="masked"><div class="flex flex-col flex-1"><div class="flex flex-wrap gap-2xs-sx mb-lg"> <a class="badge inline-block rounded-full uppercase select-none badge--category py-3xs-2xs px-2xs-xs text-2xs uppercase" href="https://www.activecampaign.com/blog/category/sales">Sales</a></div><div class="flex flex-col gap-3xs mb-sm"><h3 class="type-h4"><a class="text-theme-color" href="https://www.activecampaign.com/blog/franchise-digital-marketing" data-card-link>Franchise Digital Marketing: Email and SMS&nbsp;101</a></h3></div><div class="flex flex-wrap items-center gap-2xs-xs text-xs mt-auto"><div class="flex gap-2xs items-center"><div class="w-md h-md border border-theme-border-color-weak overflow-hidden rounded-full"><div class="relative overflow-hidden pointer-events-none aspect-1/1 rounded-full"><img id="img-1388385-2128289528" 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lg:text-left"><div><form class="form w-full" data-module="FreeTrialForm" data-module-options='{"errorText":"Please enter a valid email address"}' novalidate><div class="flex flex-col gap-2xs-xs"><div class="px-sm-md">Free 14-day trial with email sign-up</div><div class="form__nested-fields"><div class="form__field"> <label class="sr-only" for="signupEmail">Email address</label><div class="form__input-container"><input type="email" id="signupEmail" class="form__input" name="om_e" placeholder="Email address" required></div></div> <button type="submit" class="button button--secondary relative inline-flex items-center justify-center gap-2xs py-xs px-md rounded-full text-sm leading-snug"><span class="button__text">Get started</span></button></div><div class="inline-block w-full px-sm-md text-2xs text-theme-color-secondary">Join over 180k customers. No credit card needed. Instant setup.</div></div><input type="hidden" name="locale" value="en"> <input type="hidden" name="salmon" value='{"version": 6, "status": -1}'></form></div></div></div></section><section class="section section--integrations py-2xl-3xl relative z-10 -mt-5 rounded-t-lg" data-color-theme="midday-pastel"><div class="container w-full grid grid-cols-12 gap-x-sm-xl gap-y-lg-xl"><div class="col-span-12 grid grid-cols-subgrid gap-y-md-lg"><div class="col-span-12 md:col-span-10 md:col-start-2 lg:col-span-6 lg:col-start-4"><div class="flex flex-col gap-sm-md items-center text-center"><div class="flex flex-col gap-2xs-xs"><h2 class="type-h4">Connect with all your favorite tools</h2></div></div></div><div class="col-span-12 flex flex-wrap justify-center gap-2xs"> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/salesforce-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2580-38599651" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/salesforce-mark.svg?dm=1711415058" role="img"><noscript><img id="img-2580-38599651" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Salesforce</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/woocommerce-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2584-1616801669" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/woocommerce-mark.svg?dm=1711415064" role="img"><noscript><img id="img-2584-1616801669" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">WooCommerce</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/shopify-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2581-448125954" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/shopify-mark.svg?dm=1711415059" role="img"><noscript><img id="img-2581-448125954" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Shopify</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/wordpress-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2585-1076818941" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/wordpress-mark.svg?dm=1711415065" role="img"><noscript><img id="img-2585-1076818941" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">WordPress</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/slack-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2582-1473565036" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/slack-mark.svg?dm=1711415060" role="img"><noscript><img id="img-2582-1473565036" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Slack</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/calendly-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-2577-934685100" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/calendly-mark.svg?dm=1711415051" role="img"><noscript><img id="img-2577-934685100" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Calendly</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/zapier-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-6256-1191227467" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/zapier-mark.svg?dm=1711415066" role="img"><noscript><img id="img-6256-1191227467" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Zapier</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/squarespace-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-6253-746873346" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/squarespace-mark.svg?dm=1711415061" role="img"><noscript><img id="img-6253-746873346" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Squarespace</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/square-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-6252-908596812" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/square-mark.svg?dm=1711415060" role="img"><noscript><img id="img-6252-908596812" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Square</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/callrail-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-21129-1492305557" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/callrail-mark.svg?dm=1711414975" role="img"><noscript><img id="img-21129-1492305557" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">CallRail</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/canva"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-21132-1658848615" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/canva-mark.svg?dm=1711414975" role="img"><noscript><img id="img-21132-1658848615" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Canva</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/docusign-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-6246-1952087713" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/docusign-1.svg?dm=1714574556" role="img"><noscript><img id="img-6246-1952087713" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">DocuSign</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/google-analytics-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-21213-1966363857" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/googleanalytics-mark.svg?dm=1711415363" role="img"><noscript><img id="img-21213-1966363857" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Google Analytics</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/typeform-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-21402-1796233554" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/typeform-mark.svg?dm=1711415033" role="img"><noscript><img id="img-21402-1796233554" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Typeform</span> </a> <a class="integration-link flex items-center border rounded-md overflow-hidden" href="https://www.activecampaign.com/apps/zendesk-sell-integration"><div class="py-xs-sm md:py-sm-md pl-sm-md pr-xs-sm"><div aria-hidden="true" class="w-[25px]"><div class="relative overflow-hidden pointer-events-none aspect-1/1"><img id="img-6257-2054895950" class="absolute inset-0 w-full h-full object-cover select-none lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async" draggable="false" fetchpriority="auto" data-src="https://active-campaign.files.svdcdn.com/production/logos/integrations/mark/color/zendesk-mark.svg?dm=1711415067" role="img"><noscript><img id="img-6257-2054895950" class="absolute inset-0 w-full h-full object-cover select-none " src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" width="21" height="21" alt="" decoding="async"></noscript></div></div></div><span class="type-h4 pr-md-lg">Zendesk Sell</span> </a></div></div></div></section><footer class="site-footer antialiased text-optimize-speed font-sans content-visibility-auto relative z-10 flex flex-col gap-xl-2xl py-xl-2xl rounded-t-lg -mt-5" data-color-theme="dark" ><div class="container w-full grid grid-cols-12 gap-y-xs-sm gap-x-sm-xl"><div class="col-span-12 lg:col-span-3 flex flex-col gap-y-xs-sm lg:gap-lg-xl"><nav aria-labelledby="footer-nav-platform" class="w-full *:border-none" ><div data-module="Accordion" data-module-options='{&quot;id&quot;:&quot;accordion-777146784&quot;,&quot;initiallyOpen&quot;:false,&quot;maxWidth&quot;:&quot;lg&quot;}' ><h2 class="pt-xs-sm" data-accordion-heading> <span class="type-h4" id="footer-nav-platform">Platform</span></h2><div data-accordion-content><div class="flex flex-col gap-md-lg pt-sm-md"><div class="flex flex-col gap-sm lg:gap-2xs-xs "><h3 class="text-2xs leading-tight tracking-wider uppercase text-white-64%">Capabilities</h3><ul class="flex flex-col gap-sm lg:gap-2xs-xs" role="list"><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/omnichannel-marketing">Omnichannel Marketing</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/content-creation">Content Creation</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/audience-management">Audience Management</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/marketing-automation">Marketing Automation</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/analytics-and-reporting">Analytics &amp; Reporting</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/artificial-intelligence">Artificial Intelligence</a></li></ul></div><div class="flex flex-col gap-sm lg:gap-2xs-xs "><h3 class="text-2xs leading-tight tracking-wider uppercase text-white-64%">Top features</h3><ul class="flex flex-col gap-sm lg:gap-2xs-xs" role="list"><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/email-marketing">Email Marketing</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/dynamic-content">Dynamic Content</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/email-marketing/list-segmentation">Segmentation</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/sales-crm">CRM</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/landing-pages">Landing Pages</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform/forms">Forms</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/platform">All Features</a></li></ul></div><div class="flex flex-col gap-sm lg:gap-2xs-xs pb-sm-md lg:pb-0"><h3 class="text-2xs leading-tight tracking-wider uppercase text-white-64%">How we deliver</h3><ul class="flex flex-col gap-sm lg:gap-2xs-xs" role="list"><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/compare">Compare</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://help.activecampaign.com/hc/en-us/categories/360000819880-ActiveCampaign-Release-Notes">Product Updates</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/customers">Customers</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/marketing-automation-buyers-guide">Buyer&#039;s Guide</a></li></ul></div></div></div></div></nav></div><div class="col-span-12 lg:col-span-3 flex flex-col gap-y-xs-sm lg:gap-lg-xl"><nav aria-labelledby="footer-nav-solutions" class="w-full " ><div data-module="Accordion" data-module-options='{&quot;id&quot;:&quot;accordion-2119359340&quot;,&quot;initiallyOpen&quot;:false,&quot;maxWidth&quot;:&quot;lg&quot;}' ><h2 class="pt-xs-sm" data-accordion-heading> <span class="type-h4" id="footer-nav-solutions">Solutions</span></h2><div data-accordion-content><div class="flex flex-col gap-md-lg pt-sm-md"><div class="flex flex-col gap-sm lg:gap-2xs-xs "><h3 class="text-2xs leading-tight tracking-wider uppercase text-white-64%">By industry</h3><ul class="flex flex-col gap-sm lg:gap-2xs-xs" role="list"><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/industry/ecommerce">Ecommerce &amp; Retail</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/industry/healthcare">Healthcare</a></li><li class="flex items-start gap-3xs"><a class="text-theme-color text-sm" href="https://www.activecampaign.com/industry/higher-education">Education &amp; Online 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type="application/ld+json">{"@context":"http://schema.org","@graph":[{"@type":"BlogPosting","author":{"@id":"https://www.activecampaign.com#identity"},"copyrightHolder":{"@id":"https://www.activecampaign.com#identity"},"copyrightYear":"2024","creator":{"@id":"#creator"},"dateCreated":"2024-11-15T08:25:09-06:00","dateModified":"2024-11-20T03:42:57-06:00","datePublished":"2024-08-08T09:46:20-05:00","description":"But with customer relationship management software, you can bring all the data you’ll need for your sales and marketing strategies into a single platform. Track customer actions to provide a personalized experience: Integrate with e-commerce platforms, websites, and point-of-sale systems to track your customers’ purchases and other actions and use that data to personalize your sales and marketing efforts. Breaks down barriers/silos between departments: One issue many companies face is a disconnect between sales, marketing, and customer service. A CRM tool can help you better understand your customer needs and optimize your sales, marketing, and customer support efforts. CRM use cases for sales teams Sales teams often struggle to give customers the experience they want. Sales teams can use a CRM to: Identify and track leads and prospects Automate lead scoring and evaluation efforts Prioritize VIP clients and high-value potential customers Build/manage/optimize sales pipelines Find opportunities for cross-selling and up-selling Offer seamless transitions when customers move between sales reps Collaborate and share data with marketing departments to provide a better experience Create a complete image of every customer journey and all their interactions with your business. CRM use cases for marketing teams Marketing departments often work from vague personas rather than a real-time image of their customers. Marketing departments can use a CRM to: Qualify and nurture leads to send to sales Segment customers and prospects based on gathered data Plan, execute, and automate personalized campaigns Automate tasks like drip campaigns and follow-ups In the ActiveCampaign CRM, you can set up an automated workflow for nurturing high-quality leads before sending them on to sales. How to get started with ActiveCampaign’s CRM How to Choose CRM Software – Top 10 CRM Software Platforms Email Marketing 101 CRM use cases for customer service teams Customer support teams have crucial insights into customer issues and needs but often don’t get included in marketing, sales, and product conversations. Customer support teams can use a CRM to: Track support ticket resolution across channels Identify common problem areas for support content Solve issues and complaints quickly Streamline administrative tasks Flag major issues for sales/marketing/product teams to remedy Top benefits of CRM software​ CRM solutions can help you address various core business needs, from better managing customer data and bridging silos to delivering personalized experiences for each customer. Marketing, sales, and support can all document their interactions with a customer so the next person can pick up where the previous one left off. Deliver personalized experiences By using deep customer information and real actions, you can create custom segments and personalize your marketing and sales efforts. Become more remote-friendly with a cloud CRM More sales and marketing teams are working remotely. Optimize the sales cycle and customer experience With access to a centralized dashboard of customer data, you can methodically work through and optimize your sales cycle5 With access to feedback from customer support, you can also implement changes to product, marketing, and onboarding to drive a better customer experience. Examples of sales automation include: Automatic lead scoring based on actions Automatic lead nurturing based on scores and customer engagement Segmenting customers based on demographics, actions, and more Personalizing promotions and email templates for customers and free users Automatic post-sales follow-up emails To take advantage, you need a CRM with powerful workflow and sales automation tools built into the platform6 Use data from multiple channels along with the real sales data in your CRM Forecast the return on various campaigns and plan your marketing spend more efficiently. 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