Switching from ActiveCampaign to Close

You can try Close and review a sample of your ActiveCampaign data before deciding to move everything.

Close brings calling, texting, email, and deal tracking into a sales CRM. Our migration team can move simple ActiveCampaign data for free, or a Close admin can start an Import2 import.

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14-day free trial. No credit card required. Paid plans have a 30-day money-back guarantee. Confirm migration scope and timing before choosing a cutover date.

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What changes in Close?

Call from the lead

In Close, you can call from the browser and the call is logged with its recording, transcript, and summary. ActiveCampaign doesn't list a built-in phone system, so calls use your phone or a connected app such as Aircall.

Keep follow-up together

Close keeps calls, texts, emails, and next steps with the lead. On Growth and Scale, workflows can combine email, call, and text steps.

Track deals in the CRM

Close includes pipelines and custom stages. ActiveCampaign offers deal records and pipelines through a separate add-on whose price wasn't published on the pages checked.

When staying with ActiveCampaign may make sense

If you mainly sell through campaigns, nurture sequences, and segmentation, ActiveCampaign's behavioral marketing automation may be central to your work. Close doesn't include the same broad campaign management, website tracking, or lead scoring. Decide what will remain in ActiveCampaign or another tool before moving.

Who handles the move?

Our migration team moves simple data for free, removes duplicates, and reviews the result with you. Turnaround is five to seven business days; confirm scope and timing during a consultation. Complex, multi-system, or messy-data migrations may have an hourly cost, disclosed in advance.

Our team agrees on scope, migrates simple data, and walks through the result.
Import2 runs a sample and then the full import; a Close admin can start it.
Your team checks mappings, lists the history and processes needed, and plans any number transfers.
Plan separately for marketing campaigns, templates, segments, forms, landing pages, and automation. Rebuild sales follow-up in Close where it fits; keep broader marketing work in a suitable tool.

Try a call and follow-up before you move

Start a free 14-day trial and test a real process while ActiveCampaign remains available. The trial includes calling credits.

Connect your inbox and get a number.Use a new Close number while you test.
Call and follow up.Check the logged call and send the follow-up you normally use. Complete any required US business-texting registration before texting US numbers.
Review a sample import.Have a Close admin start it, then check where records and fields land.

If you intend to use a dialer, workflow, or AI agent, test it on a small list first.

On Growth and Scale, the power dialer calls through a list and workflows can combine email, call, and text steps. Scale adds a predictive dialer. Try one workflow with a single lead and check its timing.

AI agents are available on every plan and can make outbound calls, qualify leads, book meetings, and log the conversation. AI use is billed by usage; there's no extra paid user for the agent.

What should you budget?

Budget for the Close plan, calling and phone numbers, any ActiveCampaign contract overlap, and marketing tools you keep or replace.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

The cost comparison uses Aircall as an example calling provider for ActiveCampaign; Aircall requires at least three licenses.

Calling, automated follow-up, and a power dialer

Team size	Close	ActiveCampaign Plus + Aircall
1 seller	Close Growth$1,188/yr billed annually$1,308/yr billed monthly	ActiveCampaign Plus + Aircall Professional$2,388/yr billed annuallyNo monthly option listed
3 sellers	Close Growth$3,564/yr billed annually$3,924/yr billed monthly	ActiveCampaign Plus + Aircall ProfessionalPlus includes 1 user; extra users aren't priced

Team size	Close	ActiveCampaign Pro + Aircall
1 seller	Close Growth$1,188/yr billed annually$1,308/yr billed monthly	ActiveCampaign Pro + Aircall Professional$2,748/yr billed annuallyNo monthly option listed
3 sellers	Close Growth$3,564/yr billed annually$3,924/yr billed monthly	ActiveCampaign Pro + Aircall Professional$2,748/yr billed annuallyNo monthly option listed

Calling, texting, and email without automated follow-up

Team size	Close	ActiveCampaign Plus + Aircall
1 seller	Close Essentials$420/yr billed annually$588/yr billed monthly	ActiveCampaign Plus + Aircall Essentials$1,668/yr billed annuallyNo monthly option listed
3 sellers	Close Essentials$1,260/yr billed annually$1,764/yr billed monthly	ActiveCampaign Plus + Aircall EssentialsPlus includes 1 user; extra users aren't priced

ActiveCampaign and Aircall list prices were checked on October 21, 2026. ActiveCampaign's figures assume 1,000 contacts and annual billing; its price rises with contact count. Pro includes three users, while Plus includes one. Aircall requires at least three licenses, even for one seller. Aircall Professional lists a power dialer and Essentials lists SMS.

ActiveCampaign doesn't list public prices for its Pipelines, Sales Engagement, and SMS add-ons, so they're excluded and these totals aren't complete or feature-for-feature equivalents. Close calling, texting, and numbers also have usage charges. Include the marketing tools you need to keep or replace.

If you already pay for a calling app or call from your phone, use your actual cost. The products include different features, so compare the whole process rather than the seat price alone.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

Start the import.A Close admin selects ActiveCampaign in the Lead Importer, or asks our migration team to handle it.
Review the sample.Check contacts, companies, emails, notes, and custom fields before moving the rest.
Fix mapping and set up pipelines.Confirm where deals and stages will land with the migration team. Import2 lists deals and calls as supported; confirm stage mapping and whether Aircall call logs come across.
Run the full import.Import2 emails you when it finishes.
Rebuild and test.Recreate the sales follow-up you need in Close. Plan separately for marketing automations, campaigns, templates, segments, forms, and landing pages.

Supported emails arrive as notes. Confirm the exact content, activity history, and formatting in the sample before relying on the full import.

ActiveCampaign	Close
Companies	Leads
Contacts	Contacts
Deals and pipeline stages	Opportunities; check stage mapping in the sample
Custom fields	Custom fields created during mapping
Emails	Notes
Notes	Notes

Import2 checks companies by name and contacts by email for existing matches. These are approximate mappings, so review the sample and ask about Aircall call logs. See the CRM import guide.

Can you keep your phone numbers?

You can request a number transfer or rent a new Close number. The vendor page reviewed does not confirm whether your Aircall number or ActiveCampaign's dedicated SMS number can move, so ask the current provider and Close Support before canceling. Keep the old service active until the new setup works.

Complete required US business-texting registration before texting US numbers.

Close phone lines start at $1 per line/month and are billed separately from the user plan. Ask Support what paperwork your specific transfer needs. Keep the old service active until the number works in Close.

Before sending business texts to US numbers, complete A2P 10DLC registration. Close supports texting in more than a dozen countries, including the US, Canada, Great Britain, and Australia. Confirm number eligibility before making a cutover plan.

Before you switch

Choose a Close admin and list the records and history you need.
Export reports and dashboards you want to keep.
Confirm deal, pipeline, email, and Aircall call-log coverage in the sample.
List sales follow-up to rebuild and decide where broader marketing campaigns will live.
Check number ownership and transfer eligibility; plan required registration.
Keep ActiveCampaign running until the import and essential workflows have been checked.

Questions about switching

How do I move from ActiveCampaign to Close?

Have a Close admin start an import and review the sample before running the full import. Our migration team can also move simple data for free. Keep ActiveCampaign available until you've checked the result and rebuilt the processes you need.

What happens to marketing automations?

They don't become working Close workflows automatically. Rebuild sales follow-up in Close where it fits, and decide where campaigns, segmentation, forms, and other marketing automation will live.

What data moves?

The source guide lists contacts, companies, deals, calls, meetings, tasks, notes, and emails, with emails imported as notes; attachments don't move. Confirm pipeline mapping and any Aircall call-log transfer before proceeding. Check content and formatting in the sample.

Can I keep my numbers?

You can request a transfer or rent a new Close number. The vendor information reviewed didn't establish whether an Aircall number or ActiveCampaign dedicated SMS number can move, so check with the provider and Close Support first.

Is Close free?

Close has a 14-day free trial with no credit card. Paid plans start with Solo for one user. Calling and other usage charges are separate.

Bring a sample of your data. Try a real week in Close.

Connect a number and work a few leads before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, ActiveCampaign details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026.