ActiveCampaign and Infusionsoft are two of the frontrunners when it comes to a reliable, automated CRM/email marketing platform for your online business.
Both offer an automated tagging system that can definitely streamline your email marketing and CRM processes. Both come at a slightly higher price ticket than the “free” options that are so appealing to entrepreneurs that might not have a lot of capital to work with right away.
Before you do invest in one or the other, it’s worth taking the time to compare apples to apples to discern which option will better fit your business.
We’ve been Infusionsoft users here at AccessAlly for a while, and have been extremely happy with our choice. But we continue to be impressed with the capabilities and user-friendliness of ActiveCampaign.
Here's the basic rundown of how Infusionsoft and ActiveCampaign measure up to each other in some of the more common ways that an online business owner will be using them.
Table of Contents
- ActiveCampaign vs. Infusionsoft Video Review
- Infusionsoft VS ActiveCampaign: Tagging
- Automated Sequences
- E-Commerce & Sales Tracking
- Affiliate Tracking & Payments
- Ease of Use
- General Pros/Cons
- Infusionsoft vs ActiveCampaign: Which Is A Better Fit For Your Business?
ActiveCampaign vs. Infusionsoft Video Review
Infusionsoft VS ActiveCampaign: Tagging
Both Infusionsoft and ActiveCampaign utilize “tags” to categorize and assign properties to the members within your CRM. In each platform, these tags are automatically applied and function according to the parameters that you set.
Both systems also allow you to use tagging as a way to segment your list and give your email list members access to certain content, which is pretty invaluable if you want to really hone in and target your clients with a sharper degree of accuracy.
Infusionsoft has a nice feature that allows you to categorize the tags within the system. So if you're dealing with a large volume of tags and conditional funnels, the categorization is a total lifesaver.
ActiveCampaign, on the other hand, does not currently offer a way to organize the tags.
If you have less than 100 or so tags that you're working with, this probably won't be an issue. However, once you start adding several dozen tags to your system, the lack of categorization might be a bit frustrating and difficult to manage.
So if you don't have a super complex tagging system, or tend to only have a small amount applied to your clients, ActiveCampaign might be a good option. If you find yourself using a wide variety of tags to fine-tune your system and funnels, Infusionsoft is probably your best bet.
In terms of automation and custom sequences, Infusionsoft and ActiveCampaign are on pretty equal footing.
ActiveCampaign uses a slick drag-and-drop interface that helps you to easily setup an automated process to tag, segment, and send contacts through your sales funnels.
This automated method works wonders for your lead nurturing, upselling, and cross-selling needs.
It's an automated process that Infusionsoft also uses in its own campaign builder:
With Infusionsoft, the campaigns are a little more “open-ended,” in the sense that you can create a lot more complex automation sequences to attend to the needs of your clients and your business.
E-Commerce & Sales Tracking
Are you selling any products on your website? Then the e-commerce capabilities of Infusionsoft vs ActiveCampaign will definitely impact your decision.
Within Infusionsoft, you can set up a product and sales form. Once added to your website, this sales form will enable you to collect the payment information, at which point Infusionsoft automatically connects with a payment processor like PayPal or other merchant account.
Although there's a kind of “digital handshake” that happens in the purchase process for your clients, Infusionsoft does a great job of making it a truly automated process. Just set up your products and any necessary tags and email sequences within Infusionsoft, and let the software do the rest.
Your clients will be treated to a seamless purchase, and you can set up any necessary funnels to follow up (or upsell) with clients after the purchase.
In addition to offering you a streamlined experience for your e-commerce needs, you can also set up a tagging sequence that is triggered when a payment isn't made on time. Since Infusionsoft handles a part of the transaction (aside from the actual monies exchange), you can find your stats and reports inside Infusionsoft itself. At a glance you can see who's paid, who hasn't, and how much.
This feature has been a lifesaver for our business since we offer a monthly subscription to our digital Heartquarters membership program.
However, this feature is only available for certain Infusionsoft subscription levels.
With ActiveCampaign, the online sales process requires varying degrees of manual work on your part.
ActiveCampaign itself doesn't offer any product or sales features besides opening the door for a 3rd party integration with a large variety of payment processing systems like PayPal, Stripe, WooCommerce, etc.
However, the 3rd party integrations available to ActiveCampaign users are not created equal. (See the current list of integrations here.)
For example, the Shopify integration will only auto-add a new customer to your list if they opt into marketing updates when they purchase your product. Otherwise, you'll have to manually add in each client if you want to apply a specific set of tags and add them to a sequence.
The Bigcommerce integration, on the other hand, advertises its automatic process of adding new clients to your ActiveCampaign CRM.
So, if ActiveCampaign ends up being a better fit overall for your business, pay special note to the capabilities of each e-commerce integration to make sure it fits your needs.
If you're heavy on the product sales side of business, there's definitely a huge benefit in using Infusionsoft as an all-in-one solution. If you only have a couple of products that you’re working with, ActiveCampaign can still be a strong contender.
Affiliate Tracking & Payments
Working with affiliates and affiliate payments carries a unique set of challenges for any online business owner. Affiliate links must be managed and tracked accurately, as should any relevant purchases and refunds.
Although ActiveCampaign does not include an affiliate tracking system, it can integrate with some 3rd party platforms to help you manage your affiliates.
With Infusionsoft, on the other hand, it's a convenient, built-in gig that’s ready for you to take advantage of.
The Infusionsoft Affiliate Center makes it convenient for you to track your affiliate sales and payments without having to switch platforms. If you run into any problems throughout the process, the Infusionsoft staff is always on hand to help with the tech stuff.
Ease of Use
ActiveCampaign definitely comes out ahead in this category in the eyes of most users! It's sleek and user-friendly, and takes very little time for the dedicated user to figure out how to get stuff done.
Infusionsoft, on the other hand, has a pretty steep learning curve before you're able to navigate confidently through its interface.
A large part of that is because it does have significantly more options to be able to offer in terms of customization. As we like to say, “If you can dream it up, it can be done with Infusionsoft.”
If you have more complex needs (think coupons, limited trials, and a couple hundred tags to manage), Infusionsoft will probably perform better for you. Keep in mind that these more complex functions might require a bit of tech savviness on your part to make it happen.
Fortunately, if you can't (or don't have the time to) do it yourself, there are a number of Infusionsoft certified partners (some of whom are also trained and approved AccessAlly Certified Partners) who are ready and able to make your Infusionsoft dreams come true.
For entrepreneurs who have no need to do super complex funnels or ultra fine-tuned conditional tagging, the extra features of Infusionsoft in this area might not be necessary. For those of us who like that stuff,
Upfront, ActiveCampaign requires less of a financial investment. On a per-subscriber basis, the cost of ActiveCampaign might be anywhere from $70 – $120 less per month than Infusionsoft.
Before that scares you off, know that the price starts leveling out between the two once you have a subscriber base of over 25K members. At this point, the price becomes less of a contrast between the two and you can begin to focus more on the features that you want to work with.
Infusionsoft does comes with a sign-on fee in addition to monthly subscription fees. (At the time this article was written, the sign-up fee was $1999.) So for smaller businesses who don't have a need for its advanced capabilities, this fee by itself might be a bit daunting.
But here's what's good about it: with that sign-on fee, you get the tech help you need to be off to a strong start at setting up and getting familiar with your Infusionsoft account.
So, how will the price difference affect your decision?
Well, if you have a flourishing business, at some point you might “outgrow” ActiveCampaign, in the sense that it will become more expensive without gaining the additional features and functionality that come with Infusionsoft.
In general, the Infusionsoft vs ActiveCampaign debate runs pretty neck-and-neck.
- Includes affiliate tracking so that you can easily manage affiliate stats and payments
- Categorized tagging that improved organization and tag management
- Tech help is included to help you set up your account
- E-commerce (product sales and tracking) is integrated into the Infusionsoft tagging system
- Steep learning curve right away that can be daunting
- Higher initial cost to get set up
- Easy to use & learn; sleek interface
- Comes in at a lower initial price point
- Integrates with other platforms if you’re in need of a tracking system for an affiliate program
- Product sales must be manually set up and managed
- Tagging system lacks categorized organization; can be overwhelming
Infusionsoft vs ActiveCampaign: Which Is A Better Fit For Your Business?
Both ActiveCampaign and Infusionsoft are pretty competitive options when it comes to taking care of your business needs.
If you're a newer business owner or have more confined needs in terms of an email marketing system, ActiveCampaign. Two or 3 products, and more content delivery needs with your email marketing system.
If you're a more experienced business owner – or have exceeded the capacity of your current CRM – Infusionsoft is a great option. The sky is the limit. If you can think of it (promotions, discounts, limited time offers) and techy people (or those with an aptitude for learning systems) can definitely make it happen.
Still trying to find a good fit?
Still not clear how to choose between Infusionsoft competitors and alternatives, or if Infusionsoft is your best bet? Take a look at our full candid review of these top 5 automation marketing platforms.
About The Writer:
Maria Myre is the word person at AccessAlly, where she spends her days sipping on espresso and exploring new, intuitive ways to connect entrepreneurs with the tech tools and training that will best fit their business needs. When she’s not writing, Maria enjoys art and adventuring in the Great Outdoors.