Design & MarketingActiveCampaign
Marketing automation and CRM built for teams that need both in one place.
ActiveCampaign is a customer experience automation platform that combines email marketing, CRM, and marketing automation in a single tool aimed at small to mid-sized businesses that have outgrown basic email senders. It is used most heavily by growth and marketing teams at B2B and B2C companies with 10 to 500 employees who need to run segmented campaigns, nurture sequences, and pipeline tracking without maintaining separate tools for each. The core problem it solves is that software teams scaling their go-to-market motion typically bolt together a basic ESP, a spreadsheet, and a lightweight CRM, creating data fragmentation and manual work at every handoff. ActiveCampaign centralizes contact data, behavioral tracking, and deal pipelines so that a single automation can send a follow-up email, update a CRM stage, and notify a sales rep simultaneously. Its visual automation builder and deep segmentation capabilities are notably more powerful than what most tools in its price tier offer.
Marketing and growth teams at B2B or B2C software companies with between 10 and 500 employees who need more than a basic email tool but are not yet ready for an enterprise marketing cloud. The right time to move to ActiveCampaign is when your current email tool cannot segment by behavior, when sales and marketing are maintaining separate contact lists, or when you are manually triggering follow-up emails that should be automated.
90% off any annual plan for the first year
Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.
ActiveCampaignin depth.
Visual Automation Builder
Teams build multi-branch email and CRM automation flows using a drag-and-drop canvas that supports conditional logic, wait steps, and cross-channel triggers. This replaces hard-coded drip sequences with dynamic workflows that adapt to what each contact actually does.
Behavioral Segmentation
ActiveCampaign tracks website visits, link clicks, email opens, and form submissions and lets teams use any combination as a segmentation condition. Marketing teams can target the 10% of contacts who visited the pricing page but never booked a demo without any manual list manipulation.
Built-in CRM and Deal Pipelines
The platform includes a full CRM with customizable deal stages, contact records, and task management so sales reps work from the same data as the marketing team. Deals can move automatically between pipeline stages based on contact behavior.
Site and Event Tracking
A lightweight JavaScript snippet tracks which pages each known contact visits on your site, feeding that data back into automation triggers and contact records. This connects marketing email behavior with on-site behavior in a single timeline.
Email Deliverability Tools
ActiveCampaign provides send-time optimization, spam score checking, and deliverability reporting built into the campaign composer. Teams sending at scale can diagnose deliverability issues before a campaign goes out rather than after open rates drop.
ActiveCampaign has native integrations with Shopify, WooCommerce, Salesforce, Slack, WordPress, Stripe, Typeform, Zapier, and over 900 other tools. In a typical software team's stack it acts as the marketing automation and CRM layer, feeding qualified lead data to sales while connecting upstream to your product analytics and downstream to your support platform.
Commonuse cases.
Building a trial-to-paid nurture sequence for a SaaS product
Marketing teams set up an automation that triggers when a user signs up for a free trial, sends a behavior-based email series depending on which features the user has activated, and flags the contact for a sales outreach if they reach a usage threshold without converting. This replaces a generic drip with a sequence that responds to what each user actually does.
Aligning sales and marketing on a single contact record
Instead of marketing working in Mailchimp and sales working in a separate CRM, both teams use ActiveCampaign to see the full history of every contact including emails received, pages visited, and deal stage. Handoffs from marketing to sales happen automatically when a lead score crosses a threshold, with no manual data transfer.
Reactivating a churned or dormant customer segment
Teams use behavioral segmentation to identify customers who have not logged in or opened an email in 90 days, then trigger a targeted win-back sequence with personalized messaging based on their prior product usage. The CRM records which contacts responded, enabling the sales team to follow up on the warm leads.
Three stepsto activate.
Check eligibility
Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.
Schedule a briefing
Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.
Activate credits
Once approved by the partner, credits are deployed to your account. Timelines vary by partner.
BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.
