Get the right deals to the right sales reps
Automate your sales routing and save hours every week. Make sure every deal is set up for success to maximize your revenue.
Keep your team organized and close more deals
When you can clearly break each opportunity down into manageable tasks, everyone can do what they do best. ActiveCampaign makes it easy to assign tasks to individual salespeople, either manually or using automations.
Improve productivity, accountability, and project management–all while saving time and money along the way.
Supercharge your collaboration
Our platform is designed to make it easier for teams to streamline their workflow, connect with customers, and close deals.
Add & assign tasks
Clearly define roles and divide up complex projects into simple deliverables.
Notification emails
Notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.
Slack messages
Use our Slack integration to send and automate messages to individuals, channels, or groups.
Note creation
Take notes directly within each deal and contact record, so that your whole sales team is on the same page.
Support your team with automated deal updates
Never miss a thing and make sure everyone is aligned. Automations make sure you get the most out of our sales and CRM tools.
Automate 1:1 outreach
Use our 1:1 email capabilities to scale personal emails across key touchpoints.
Update your pipelines
Automatically move prospects to the next stage in your CRM when they complete actions like clicking a link or replying to an email.
Mark as won or lost
Sync deal outcomes across your team. Keep track of wins and losses and attribute conversions to individual reps.
Trigger automations with task completions
Just won a deal? Send the new customer a personalized welcome email nurture.
Always know who owns which lead
Relationships matter to your customers. Our automated sales routing helps you build consistent journeys with the same reps, adapt your approach based on your team’s capacity, and set up 1:1 engagement nurtures.
With ActiveCampaign, you always know which sales rep owns the relationship with each contact–helping you build a more accountable and customer-first way of doing business.
Sales CRM
Centralize all your customer data into one platform so you can more seamlessly from marketing to sales in our integrated CRM.
AI-powered Automation Builder
If none of our 900+ automation maps fit exactly what you want, use AI to create the perfect customer journey. Simply write out a prompt and you'll have a new, customizable automation journey.
Win Probability
Focus on the leads that matter most with win probability. We'll use past behavior to figure out how difficult a deal is to close so you can focus on the most urgent tasks.
Lead Scoring
Find out who your high-value leads are with lead scoring. Simply a sign a lead a numerical score and we'll raise or lower that score as they move through your sales funnel.
Frequently Asked Questions
What is lead routing?
Lead routing means sending specific leads to specific people on your sales team. Say you have an employee that works better with salespeople who have a personal touch. Or one who is better at working with larger clients. With lead routing, you can make sure your leads are going to the people who can convert them into sales.
What criteria can be used for lead routing?
Criteria for lead routing can include many different options, so it’s important to choose which ones are right for your sales team. They include things like location, industry, deal size, sales rep performance and skills, and much more.
