About Deals CRM
Deals CRM is a marketing automation software from ActiveCampaign that helps teams manage customer relationships effectively. It combines AI-driven email, SMS, WhatsApp, and other marketing channels, allowing users to automate strategy, not just tasks. This enables teams to go to market three times faster and make data-driven decisions backed by real insights, rather than relying on endless reports. With Deals CRM, organizations can help their marketing teams punch above their weight by automating every channel in their marketing arsenal. Key capabilities: email automation SMS marketing WhatsApp integration performance insights multi-channel engagement Best for: marketing teams that need to manage customer relationships and automate their marketing processes efficiently.
Deals CRM by ActiveCampaign is an integrated customer relationship management (CRM) solution designed primarily to streamline the sales process, optimize customer engagement, and improve conversion rates. Built into the broader ActiveCampaign platform, it serves as a centralized hub for tracking leads, managing pipelines, automating follow-ups, and analyzing sales performance. One of the major strengths of Deals CRM is how deeply it integrates with ActiveCampaign's powerful marketing automation and email tools, creating a unified system where marketing and sales can collaborate seamlessly. Key features include deal tracking through custom pipelines, task automation, contact management, lead scoring, and robust reporting tools. The user interface of Deals CRM is clean, modern, and thoughtfully laid out, aligning with the sleek design philosophy of the broader ActiveCampaign ecosystem. Navigating between pipelines, contacts, emails, and tasks is smooth, with drag-and-drop functionality for managing deals within various pipeline stages. The UI is visually driven, with color-coded deal stages and status indicators making it easy to understand at a glance where prospects stand in the sales journey.
Pros & Cons
- +Automates deal creation and sales processes, saving time and effort.
- +Offers flexible pipeline and deal view customization to suit various needs.
- +Enables revenue projection through deal value assignment.
- +Works with lead scoring and segmentation for identifying qualified opportunities.
- +Provides clear visibility of deal progression and team responsibilities.
- −The CRM is exclusive to Plus, Professional, and Enterprise plans, limiting access for lower-tier users.
- −Extensive customization options might lead to complexity if not managed properly.
- −Automation benefits are dependent on initial pipeline and automation setup.
- −Users might mistakenly try to create unnecessary "won" and "lost" stages.
Features
Key features
- Pipelines, Stages, and Deals
- This foundational structure allows users to visually organize and manage their sales or other business processes, tracking potential customers (deals) through defined steps (stages) within a specific workflow (pipeline).
- Automated Deal Creation
- The software can automatically generate deals based on predefined criteria (e.g., lead score changes), saving time and ensuring all qualified leads are tracked in the CRM.
- Customizable Deal Views
- Users can switch between a horizontal pipeline view for an overview of deal progression and a vertical "Tasks View" for managing engagement activities associated with deals.
- Deal Card Customization
- Users can select which information fields are displayed on deal cards within each stage, providing at-a-glance relevant data.
- Revenue Projection through Deal Values
- Assigning values to deals enables users to visualize potential revenue within their pipelines and prioritize high-value opportunities.
- Deal Scoring for Prioritization
- The system allows for scoring deals based on contact behavior, helping users identify and focus on the deals with the highest likelihood of conversion, especially across multiple pipelines.
Additional features
- Deals
- Represent qualified leads as sales opportunities that are actively moving through a pipeline towards becoming customers.
- Pipelines
- Represent the different business processes, such as sales workflows, that guide leads through conversion.
- Stages
- Are the individual steps within a pipeline that a deal progresses through to complete the process.
- Manual Deal Creation
- Users can manually add new deals by filling out a form with relevant information.
- Horizontal Pipeline View
- Displays pipelines and their stages horizontally, with deals stacked vertically under each stage.
- Drag-and-Drop Deal Management
- Allows users to easily move deals between stages within the horizontal pipeline view.
- Tasks View
- Displays deals vertically, grouped by their associated tasks, providing a to-do list for engagement.
- Task Grouping (Next Action)
- In Tasks View, deals can be grouped by overdue, upcoming, and scheduled tasks, as well as deals without assigned tasks.
- Task Grouping (Stage)
- In Tasks View, users can group pending tasks by the stage the deal is currently in.
- Deal Card Appearance Customization
- Users can choose which data points are visible on the deal cards within each stage and where they appear on the card.
- Automated Deal Assignment
- When creating pipelines, deals can be automatically assigned to team members using a round-robin system or based on deal value.
- Manual Deal Assignment
- When creating a deal, users can manually select the team member responsible for it.
- Automated Deal Creation
- The system can automatically create deals based on triggers within automations (e.g., a contact reaching a specific lead score).
- Personalized Deal Naming
- When automating deal creation, personalization tags can be used to automatically generate unique names for each deal based on contact information.
- Revenue Projection
- Assigning values to deals helps users forecast potential revenue.
- Pipeline Performance Assessment
- The CRM allows users to identify strong and weak stages in their pipelines by tracking where deals are won and lost.
- Deal Filtering
- Users can filter deals by status (open, won, lost), contact tags, owners, creation date, update date, value range, associated tasks, and keywords.
- Tracking Deal Ownership
- The system maintains a record of which internal team members are responsible for specific deals.
Pricing
Monthly plans
Starter
USD 15
Plus
USD 49
Pro
USD 79
Countries & Languages
Interface languages
Billing currencies
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About Deals CRM
Deals CRM is a marketing automation software from ActiveCampaign that helps teams manage customer relationships effectively. It combines AI-driven email, SMS, WhatsApp, and other marketing channels, allowing users to automate strategy, not just tasks. This enables teams to go to market three times faster and make data-driven decisions backed by real insights, rather than relying on endless reports. With Deals CRM, organizations can help their marketing teams punch above their weight by automating every channel in their marketing arsenal. Key capabilities: email automation SMS marketing WhatsApp integration performance insights multi-channel engagement Best for: marketing teams that need to manage customer relationships and automate their marketing processes efficiently.
Deals CRM Details
Deals CRM's In-App Market Place
Does Deals CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Starter
USD 15
Plus
USD 49
Pro
USD 79
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), MXN ($)
Pros & Cons
- Automates deal creation and sales processes, saving time and effort.
- Offers flexible pipeline and deal view customization to suit various needs.
- Enables revenue projection through deal value assignment.
- Works with lead scoring and segmentation for identifying qualified opportunities.
- Provides clear visibility of deal progression and team responsibilities.
- The CRM is exclusive to Plus, Professional, and Enterprise plans, limiting access for lower-tier users.
- Extensive customization options might lead to complexity if not managed properly.
- Automation benefits are dependent on initial pipeline and automation setup.
- Users might mistakenly try to create unnecessary "won" and "lost" stages.
Deals CRM's Support Options
Email Address
social@activecampaign.comContact
+1 800-357-0402Deals CRM's Alternatives
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Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
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Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
