ActiveCampaign Deals CRM for iOS - Thousands of won deals in your pocket.
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Do you have pockets? A cell phone holster? A fanny pack? Other mode of carrying a cell phone? Escape the dull hum of your office’s AC and start closing deals in the field. Our simple, powerful mobile app provides you the tools to do business anywhere.
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Best
The app is a great next step for Deals. I find the app to be clean and very intuitive. This will help our sales teams to adapt quickly. I do not have any real cons at the moment as to the app. Included below are the items that hold our company back from being all in on Deals in AC.
Needs to make Deals work better for our organization:
1. Organization detail and structure. We rely heavily on organizational data and relationships within the organization.
2. Ability to trigger automation, add to list or other items based on set rules.
3. Stronger roles based abilities within deals. Who can do what, see what.
Happy with the direction and look forward to the features of deals to become more robust.
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@glazierclinics@localcelebrity In regards to #2, I would love to use ActiveCampaign for outreach, and for this automation would be very useful.
Unfortunately you don't allow 'cold' email to be fired off via automations.
A question - does this app have a view across all pipelines, deals and contacts which lists the latest activities?
A bit like the view you have on the desktop version showing activities for each user, but just applied to all contacts and deals. And filterable, of course.
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@glazierclinics@localcelebrity A passionate reponse!
I've discussed this with you folk already and understand / appreciate why you have the policy in place. The workaround, by the way, is to send these emails via the profile / deal view in AC. So, not automating the process -- which also means that you *do* allow cold email ;)
Apologies for not explaining clearly the other bit. I'd like to have a view a bit like the activity stream when viewing a contact that aggregates all activities for all contacts, with filtering options to 'cut' the list by activity type, associated pipeline, deals, deal stages, etc...
I'd like to be able to see, for example, all activity for all contacts that have a deal in stage Y of pipeline X.
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The app is really great and complements the web for on the road work
Pros:
the essentials of a CRM is included, you can manage your contacts, notes and tasks
Cons:
cannot see the web visits
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Is there a way for an admin user to see all deals/contacts? When I log in on the web version, I have access to see all deals, even if they are not assigned to my username. But I am unable to see anything under my username on the app.
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@activecampaign@localcelebrity Thanks for the update. Logging in and out to be able to view deals assigned to each user will be a pain. But understandable. We will anxiously await an update that allows us to filter by user, as well as a version for Android!
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@localcelebrity I did not catch that. I will have to check that out. Thanks for the update!
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We've been happy users of ActiveCampaign for the past 18 months or so; looking forward to trying this out as well!
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When should we expect Android version?
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I've been waiting for someone to develop a mobile app for Active Campaign and this seems to have everything I want and need in a logical and streamlined interface. So far I like it more than the desktop version.. except that I have 222 overdue tasks to complete.
Pros:
Everything you need from AC on your mobile device!
Cons:
Haven't found any yet
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The app feels mature despite being a day old. It’s obvious the company invested well on it, I’d say that this effort should migrate onto the website.
I recommend ading the ability to delegate tasks to other team members.
Pros:
Clean and slick. Most website features are available and easy to use. Great ux.
Cons:
none at the time of review
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Love the use case focus you've brought to the app rather than trying to replicate the website. Opening to the contacts first - and how it's just as easy to use as the iOS app is awesome.
Big missing feature though is that calls/texts made don't seem to be recorded in the CRM. It doesn't make If each time a call/text was made from the app - and then it prompted you to write notes - this would be incredible.
If you had this feature, I'd be getting the team to use it asap, even though we use Salesflare for our pipelines (we'd just sync the data). Their app UI for the sales/client communication use case it terrible.
Are you intending to integrate notifications with it? That would be great for tasks.
Oh, and being able to easily switch accounts would be wonderful as well.
Pros:
Clean, intuitive, Easy to use and navigate
Cons:
Calls/text made from the app are not recorded in CRM
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Great to see Active Campaign finally entering the Mobile App space! Long awaited :)
One request would be to have the ability to see other peoples Deals in your team. It's quite restrictive only seeing your own deals. Hope this can be added soon!
Otherwise looks great!!
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This app came along just in time! One of our founders wasn't willing to adopt activecampaign without a mobile app.
Pros:
Easy to use, great for adding notes and finding phone numbers on the go
Replies
The app is really great and complements the web for on the road work
Pros:the essentials of a CRM is included, you can manage your contacts, notes and tasks
Cons:cannot see the web visits
I've been waiting for someone to develop a mobile app for Active Campaign and this seems to have everything I want and need in a logical and streamlined interface. So far I like it more than the desktop version.. except that I have 222 overdue tasks to complete.
Pros:Everything you need from AC on your mobile device!
Cons:Haven't found any yet
The app feels mature despite being a day old. It’s obvious the company invested well on it, I’d say that this effort should migrate onto the website.
I recommend ading the ability to delegate tasks to other team members.
Pros:Clean and slick. Most website features are available and easy to use. Great ux.
Cons:none at the time of review
Love the use case focus you've brought to the app rather than trying to replicate the website. Opening to the contacts first - and how it's just as easy to use as the iOS app is awesome.
Big missing feature though is that calls/texts made don't seem to be recorded in the CRM. It doesn't make If each time a call/text was made from the app - and then it prompted you to write notes - this would be incredible.
If you had this feature, I'd be getting the team to use it asap, even though we use Salesflare for our pipelines (we'd just sync the data). Their app UI for the sales/client communication use case it terrible.
Are you intending to integrate notifications with it? That would be great for tasks.
Oh, and being able to easily switch accounts would be wonderful as well.
Pros:Clean, intuitive, Easy to use and navigate
Cons:Calls/text made from the app are not recorded in CRM
This app came along just in time! One of our founders wasn't willing to adopt activecampaign without a mobile app.
Pros:Easy to use, great for adding notes and finding phone numbers on the go
Cons:Doesn't seem to log emails sent