CRM Comparison Guide

Everything you need to make the right tech stack decisions for your business growth.

Switching CRMs can be a pain

It pays to do your research and choose the right CRM and email marketing automation platform for your business up front.

After all, you plan to be using this system to grow your business for years to come.

CRM Comparison Matrix

Small Businesses That Leverage Automation Technology Grow Faster

A Customer Relationship Management (CRM) system might seem like overkill for small businesses, but it’s actually even more important if you’re running a lean business.

Why? Because a CRM system can help you automate repetitive tasks, keep track of your best prospects, and follow-up in a smart and personalized way.

Plus, if you send any emails as part of your business, you’re already spending money on an email marketing provider… so you might as well invest in a solution that combines both the customer relationship management and email automation in one tool.

Let’s dive into the most important aspects when undertaking a CRM comparison.

Key Considerations for Choosing a CRM

Email Marketing Automation

Email Marketing Automation

CRM Integration

CRM Integration

CRM Comparison Matrix for AccessAlly Integration

If you've outgrown other payment, course, and membership sites and you're considering AccessAlly then you'll see how each CRM stacks up in terms of functionality.

Category Feature Infusionsoft Ontraport Active Campaign Drip ConvertKit
Login Auto Login & Custom Widget
Profile Profile Control
Inline Profile Edit
Profile Image
User Directory User Directory
Order & Billing Order & Subscription List (through the Payment feature, stored locally) (through the Payment feature, stored locally) (through the Payment feature, stored locally)
Billing Address Information
Credit card information
Permission Course icon
Page Permission & Redirect
Protected Content
All-Access Option
Affiliates Affiliate center
Affiliate Lead Info
Affiliate Leaderboard
Custom Operation Custom Field Value & Change Log
Custom Op. - Add Tag
Custom Op. - Increase/Decrease Value
Custom Op. - Countdown Timer
Custom Op. - Split Test
Custom Op. - One-Click Upsell
Custom Op. - Create Member on Opt-In
User management User management (search by id)
User management (search by email)
Course wizard Course wizard (standalone)
Course wizard (stage-release)
Payments Product (linked to CRM & local) (linked to CRM & local) (local) (local) (local)
Offer
Discount / Coupon
Other tools Tab section / film strip

Still not sure which option is right for you?

Take our CRM quiz to see which automation marketing platform we recommend.

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