Sales CRM
Lightweight Sales CRM That Aligns Marketing Activity with Sales Execution
ActiveCampaign’s Sales CRM provides a unified platform that helps organisations manage pipelines, track deals, and align sales activity with marketing performance. It brings visibility to the buyer journey and enables teams to automate sales tasks so they can focus on closing revenue.
ActiveCampaign Sales CRM is a lightweight yet powerful CRM built directly into the ActiveCampaign platform. It streamlines deal management, automates repetitive sales tasks, and connects marketing engagement data with sales action. This unified approach gives teams a clear view of where every contact is in the journey, improving coordination and accelerating conversions.
Key Features
- Visual sales pipelines to track deals and stages
- Automated deal creation and follow-up triggers
- Contact and account activity timeline aligned with marketing behaviour
- Task management, reminders, and sales notifications
Business Benefits
- Increased sales productivity through automation of routine tasks
- Better pipeline visibility and deal tracking
- Stronger alignment between marketing engagement and sales outreach
- Improved forecasting and performance insights
Use Cases
- Automating follow-ups for newly qualified leads
- Creating and updating deals based on customer behaviour
- Managing multiple pipelines for different products or segments
- Triggering internal notifications and tasks when prospects take key actions
Meta Lean’s Value Add:
Meta Lean helps clients configure ActiveCampaign Sales CRM to reflect unique sales processes, ensuring that pipelines, deal stages, and automation logic support business goals. We align CRM setup with marketing automation data, implement smart task automation, and provide training and optimisation so sales teams work more efficiently and close more deals with less administrative burden.
