ActiveCampaign vs InvestGlass: Complete Comparison (2026)
An in-depth comparison of ActiveCampaign and InvestGlass to help you choose the right tool for your business.
Last updated: November 2026
ActiveCampaign
6.5/10
Marketing automation platform with email, SMS and WhatsApp campaigns plus optional deal-pipeline CRM add-ons, aimed at small and mid-sized businesses.
InvestGlass
5.4/10
Swiss-hosted CRM with digital onboarding, marketing campaigns and portfolio management, built mainly for banks, wealth managers, fintechs and other regulated firms.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.5/10 | 5.4/10 |
| Customization | 7/10 | 7/10 |
| Analytics | 6/10 | 5/10 |
| Integration | 8/10 | 5/10 |
| Support | 6/10 | 6/10 |
| Ease of Use | 6/10 | 5/10 |
| Security | 7/10 | 8/10 |
| Cost | 5/10 | 3/10 |
| Scalability | 7/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | Contact for pricing | CHF 100/user/mo Starter |
| Estimated cost for 10 users | Contact for pricing | CHF 1,000/mo Starter |
| Features | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Marketing Automation | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Collaboration | Not listed | |
| Mobile Access | Not listed | |
ActiveCampaign vs InvestGlass cost by team size
| Team size | ActiveCampaign | InvestGlass |
|---|---|---|
| 1 user | Contact for pricing | CHF 100/moStarter |
| 5 users | Contact for pricing | CHF 500/moStarter |
| 10 users | Contact for pricing | CHF 1,000/moStarter |
| 25 users | Contact for pricing | CHF 2,500/moStarter |
| 50 users | Contact for pricing | CHF 5,000/moStarter |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose ActiveCampaign
- Higher Integration score (8/10 vs 5/10)
- Higher Cost score (5/10 vs 3/10)
- Better fit for small business (8/10 vs 4/10)
- Better fit for freelancers (6/10 vs 2/10)
Why choose InvestGlass
- Higher Security score (8/10 vs 7/10)
- Better fit for enterprise (7/10 vs 5/10)
Pros & Cons
ActiveCampaign
Pros
- Every plan, including Starter, has multi-step automation and AI campaign builders, so small teams can run nurture sequences cheaply.
- Pro adds predictive sending, conditional content and attribution tracking at a list price of about 79 USD a month for 1,000 contacts on annual billing.
- Enterprise covers compliance-heavy buyers with SSO, HIPAA support, custom objects and a Salesforce integration.
- Review sites rate it highly, at about 4.4 on G2 from around 14,700 reviews and 4.6 on Capterra.
- iOS and Android apps let users create and manage deals, assign tasks and log calls on the go.
Cons
- Pricing is tied to contact count and rises sharply as lists grow, and there is no permanent free plan.
- Deal pipelines and inbox sales email cost extra through CRM add-ons, which adds a lot to the total cost for sales teams.
- Starter allows only 5 actions per automation and 1 user, and it has no landing pages.
- Reviewers often mention a steep learning curve and slow support on lower tiers.
- Reporting customisation is limited, and deals cannot be exported without the API.
InvestGlass
Pros
- Data is hosted in Switzerland, with an on-premise option, which suits regulated financial firms that need data sovereignty.
- KYC, AML, e-signature and digital onboarding are built in, so finance firms do not need separate onboarding tools.
- Every plan includes unlimited records and automations.
- The no-code builder lets admins adapt forms, fields, dashboards and approval workflows.
- Reviewers describe support as responsive and knowledgeable.
Cons
- Per-seat prices of CHF 100 to 500 a month are high for teams outside financial services.
- Off-the-shelf third-party integrations are limited, so unusual needs may require API work.
- Some reviewers describe the interface as dated, and documentation gaps make it harder to learn on your own.
- There are few independent reviews on G2 and Capterra, so there is little peer evidence to go on.
- Reporting is weaker for sales pipeline analytics.
Not sold on either?
Frequently Asked Questions
ActiveCampaign scores higher on our CRM criteria: 6.5/10 against 5.4/10 for InvestGlass. The largest gap is in Integration: 8/10 for ActiveCampaign and 5/10 for InvestGlass.
No, neither ActiveCampaign nor InvestGlass lists a free plan.
ActiveCampaign is the better fit for freelancers: we rate it 6/10 for them, against 2/10 for InvestGlass.
