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Act!

Act!

3.8
(259)
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Act! CRM makes it easy to build relationships that last with quick, organized access to highly personalized customer details. Because every business runs differently, users can create an Act! experience tailored to their business and industry needs -- an adaptable, everywhere, connected workspace. A flexible CRM solution that is uniquely yours.

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Showing 267 ACT! reviews
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ACT! review by Erik S.
Erik S.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Uncloud CRM"

What do you like best?

The fact that everything is going to the "cloud" is nice but sometimes I like to be able to use the software that I am paying/paid for where ever I am and ACT still allows you to do this, with their offline client.

What do you dislike?

The rare instances that I would like to be logged into 2 separate databases at the same time with in the same program or even in multiple instances of the program would be nice but with the offline this is not achievable (it is however doable if you use a mixture of either the cloud version and offline version or multiple tabs in the cloud version). The mobile app would also be really nice if it would work with custom virtual directories, as it sits right now you have to use the default APFW virtual directory which allows other customers using the web version to see what other databases are attached to that virtual directory possibly lessening customer anonymity.

Recommendations to others considering the product

The price you see is the price you pay for everything included. So many of the cloud only based solutions advertise a much lower price than ACT but don't give you all of the features that ACT does, once the products have comparable features the price for the cloud only solution is either the same price or more expensive. Also with the v19 release of ACT a mobile app is available.

What business problems are you solving with the product? What benefits have you realized?

Keeping all of my business contacts separate from my personal contacts.

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ACT! review by John F.
John F.
Validated Reviewer
Verified Current User
Review Source

"Robust, powerful, on-site databases w/ backups to local or iscsi drives"

What do you like best?

It has darn near every type of field available, action built-in and follow-up type of alert you could possibly think of. You can custom create more fields, run reports on all fields even those you created, you can customize the view and layout that every user in your organization will see, or create one for different departments that displays the fields they use the most. My accounting team loves me for this, as I created custom views for them that shows the customer information pertaining to their department.

The backup routine is super useful and it works! You can setup what days, time and destinations to backup to, including network shares that are attached via iSCSI, local drive, external drive, or setup a routine to backup and copy it offsite.

De-duplication tools are really useful and it integrates with email clients to record emails automatically that it matches to profiles inside your ACT!

As it uses SQL databases, you can offload this to another server to speed up the processes and to grow the database to whatever size you require.

What do you dislike?

It is huge. It is a mega-huge program and takes a long time to load. In today's world, we want speed and only load up the useful things pertinent to my job. I do not need it loading 10 thousand other things that I'll never use. Making it more customizable to remove all the excess items that are great, but I'll never use in my company, would make it less 'heavy' and much quicker to load.

Only compatible with Windows.

It locks up a lot when running huge reports.

Recommendations to others considering the product

I always say test things first. However, with ACT, a simple test is outside the typical realm of how much time or effort one will invest to test out a product. It takes a lot to setup, a lot. It will require a dedicated server and is a resource hog. Do not try to deploy it in a VM environment...unless you can reserve all the system resources only for that one VM.

Do not get anxiety with how many fields and actions exist inside ACT. Instead, just start small, task yourself with creating a look that works for you, this is called a Layout. Then create some customers. Consider what things you'd want to do with ACT, like follow up with a customer, contact them on their birthday, etc. Set reminders for these things and create a rule to automatically create them for future customers. This will alert you and perform whatever action you determine, such as send an email to the customer wishing them a happy birthday, or welcome them back from their vacation you booked for them, etc.

What business problems are you solving with the product? What benefits have you realized?

Securely storing client data. It servers as our CRM and as it is a secure database residing on SQL, it can be expanded to meet your needs. It also helps to track email responses to customers by automatically recording the emails inside the database.

What CRM solution do you use?

Thanks for letting us know!
ACT! review by Sheila H.
Sheila H.
Validated Reviewer
Verified Current User
Review Source

"So quick - so easy - so efficient!"

What do you like best?

ACT! is the way to go for any Client Management system. It provides everything you could possibly want to organize, communicate, and keep track of information in a safe, guarded, and effective manner. I've been using ACT! for only the past 2 years and am finding out new uses for it to help our business - WOW!

What do you dislike?

Honestly, I haven't found anything I don't like about it yet. There is just so much it can do - I feel I've barely scratched the surface.

What business problems are you solving with the product? What benefits have you realized?

Communications, organization of client data. We now have the ability to send to a select few or to a large group e-blasts, newsletters, birthday - anniversary - wedding cards. It also allows me to sync the calendars in the office with my outlook so I know who is doing what without having to go into ACT! every time to check.

ACT! review by Rachel G.
Rachel G.
Validated Reviewer
Verified Current User
Review Source

"Using ACT is very pleasent!"

What do you like best?

I use ACT primary to keep track of the different companies that the business I work for does business with. It enables the billing to go smoothly, and for all the different people using the program to call different businesses to leave little notes, so the next person is aware of any changes that may have occurred within that particular business.

What do you dislike?

I feel that it has a slight archaic feel to it, there isn't a modern sleek feel. It doesnt work as fast as one may like, although it is difineitly reliable! I think the company could do with an update, or about 10.

Recommendations to others considering the product

Be prepared for sale orders and purchase orders to be disconnected, in the sense that there is no way to have a drop down with all the POs linked to the SO in question.

What business problems are you solving with the product? What benefits have you realized?

We are able to solve the issue that all the diferent employees are not necessarly aware of the changes that different companies undergo, and quite frequently. We are able to use ACT as the starting point for all company look ups, and therefore before I would make a call I would note what is updated on the company's account. This tells me what who I am looking for or who may have left the company recently, whatever changes the company may have had.

ACT! review by Kearston D.
Kearston D.
Validated Reviewer
Verified Current User
Review Source

"A great way to organize all of your contacts"

What do you like best?

We have a large client base and it is a great way to keep track of our vendors, customers, and anyone we come into contact. It is one of the most helpful pieces of software we use in our office. It is very easy to update and add notes to each person in the database. I love the way you can sort contacts by groups so that if you aren't sure who you're looking for you can at least sort by industry.

What do you dislike?

I haven't yet found anything I dislike about the program. I would like to get more into the program itself but at this time I have not yet experienced any problems with it.

Recommendations to others considering the product

I think it is a fabulous database. It is one of the most efficient pieces of database software I have ever used. I am aware that there are more ways to use Act but I have have been exposed to those as of yet. But as far as the use of tracking customer contacts with email addresses and phone numbers.

What business problems are you solving with the product? What benefits have you realized?

We are able to track movement of our customers from one place to the next which is extremely helpful in maintaining pricing and for what we do it is very important to track Technical Directors, Master Electricians, and other production personnel. We were able to create an email list for one of our events using the database and it was very helpful in finding customers whom we haven't spoken to in a while.

ACT! review by Mary W.
Mary W.
Validated Reviewer
Verified Current User
Review Source

"Act! is the hub of my business"

What do you like best?

Act! enables me to keep all information about customers, prospects, colleagues and vendors in one place and manage them easily. I also really appreciate the reminders - no more having to remember to call someone back!

What do you dislike?

Aside from some small things, the only thing I don't like is that I haven't taken the time to learn more about what Act! can do and how I can do it. As for the small things, I wish that, when entering a name to search for, the search is very specific. It'd be nice to have a more forgiving search ("similar to"). Also, if it doesn't find the name, it'd be nice if it would simply say, "Create new contact with this info?"

Recommendations to others considering the product

Regardless of the size of your company, if you do not have a customer relationship manager to keep track of your business relationships, you are wasting time and energy. Especially small companies can't afford that unnecessary waste. You don't have to be a genius or a numbers person to get some value right away. So go! Get Act!

What business problems are you solving with the product? What benefits have you realized?

I was wasting a lot of time trying to find information. Now I know it's all in Act! and it's searchable.

ACT! review by Linda d.
Linda d.
Validated Reviewer
Verified Current User
Review Source

"A Great Tool To Better Serve People"

What do you like best?

What I like best about ACT is the simplicity in appearance and functionality as well as the support available. Because the screen is not "busy," you can more easily get on with business without the distractions. It has the functionality I need to manage more than one business. The support team is very relateable and helpful and fully addressed my inquiries. I like that I will be able to serve people more effectively my being more organized. I like the fact that ACT! is on the cloud and I won't have to loose critical contacts and information if my cell phone or computer is lost or stolen.

What do you dislike?

Originally, it was that I had to commit to a year vs. month-to-month before I was really able to sink my teeth into it, but that was resolved.

Recommendations to others considering the product

ACT! has a great track record and has been used by many companies I have been associated with. It is worth investing the time to learn how it can best be of benefit. I like knowing they have longevity and believe they are here to stay. I consider every contact I am blessed with to be of value and with this tool, it will help be to avoid overlooking anyone and serving them the best I can. I am looking forward to learning more and taking my businesses to the next level.

What business problems are you solving with the product? What benefits have you realized?

Organization. Although I am still in the process of transition from paper to CRM, I am confident that it will be helpful in accomplishing my goals. I will take discipline on my part, but long-term it will help me to be more productive and profitable.

ACT! review by francois  g.
francois g.
Validated Reviewer
Review Source

"ACT - Great CRM Tool"

What do you like best?

Act is a great Customer Relationship Management Tool where you can add all your active and prospect database. And you can look up easily any client profile you wish with all contact information and details you need. You can add some notes to each customer and then add some reminders or notes, very useful.

What do you dislike?

With Act software, you can't see payment details about each account and resolve past due invoices. It is hard to do customer orders resolutions with that. Also Act could be slow and you can just navigate from 1 to 1 account and can't treat multiple accounts at the same time.

Recommendations to others considering the product

I recommend Act is you want an easy and simple C.R.M software to ad d basic information like visits, last order, orders details and what items ordered per customers. For each client, you can add some details notes and details information. I don't recommend it if you need to do accounting or others purposes that basic CRM tasks and email and/or phone marketing or sales campaign.

What business problems are you solving with the product? What benefits have you realized?

Act is very useful to add details information for each account, you can see the main contact, his job profile , email address and phone number. You can do an easy email marketing campaigns with Act and do some follow ups. For each account, you can add date about last order, last visit and create any useful units you wish to organize properly your database. You can do different look up and select some specific clients.

ACT! review by Nirmohi D.
Nirmohi D.
Validated Reviewer
Verified Current User
Review Source

"Customizable CRM, UI not the best"

What do you like best?

The one-time fee, responsive support team, customizable CRM. Keeps a record of all communication with clients if linked to Outlook.

What do you dislike?

UI is not the best. Most of the functions are not intuitive. It does not work on OSX. I end up carrying two laptops around all the time, one for Act and my mac for everything else. I would not recommend this CRM to anyone just on the basis of the UI/UX.

Recommendations to others considering the product

If your users use OSX, please consider getting a different CRM. The user experience is not good at all, especially if you compare with more recent CRMs. One advantage of using Act would be the one time fee, instead of a monthly subscription billed per user.

What business problems are you solving with the product? What benefits have you realized?

Right now we're using Act to save contacts, generate documents like quotations, sending out marketing emails, and also for tracking communication history with clients. We also store the physical equipment bought by our contacts. For tracking leads/opportunities - not useful, we use excel sheets instead.

ACT! review by Michael C.
Michael C.
Validated Reviewer
Verified Current User
Review Source

"ACT! Emarketing and database"

What do you like best?

The efficiency of the built in filter options on ACT! are superb and give us the end user very few limitations for what we use the database for. Another fantastic feature of ACT! is the ability to caption and attach files to each record, giving full tractability across the database.

What do you dislike?

ACT! Emarketing templates need to be resembled to create a blank template. The alignment of paragraphs is viewed differently across devices such a PC's, tablets and mobiles. It is rather difficult to gain uniformity throughout the mailshot - Some letters become obscured and fonts change sizes.

Recommendations to others considering the product

Fantastic tool for Small - Medium size businesses looking to keep all their contacts at their fingertips. ACT! Can be used as a standalone database simply for keeping track of business contacts or as a more in depth Cycle management system. With all the features built in, there is very little need to integrate with 3rd party software, however can be beneficial to link with programs such as SAGE. The reports are all ready to use, making the ideal choice for meeting preparation notes or powerpoint presentations. This program is ideal for beginners, novice or experienced users.

What business problems are you solving with the product? What benefits have you realized?

Filing has become a easy in-house process without the need to outsource. We have used the Emarketing to reach our entire audience and in some cases targeted mailshots with a good open rate. We received updates though the portal regarding our successes.

ACT! review by Nancy H.
Nancy H.
Validated Reviewer
Review Source

"VERY SATISFIED ACT CLIENT"

What do you like best?

ALL my information about each client is in one easily accessed location. I can segment by industry, area of the country, past programs, budget, etc.

And, I can send an e-newsletter to 3,000 quickly and efficiently.

What do you dislike?

I am honestly completely satisfied - and have been since the mid-90's when I first chose ACT! as my contact management program.

What business problems are you solving with the product? What benefits have you realized?

Being a professional speaker who has spoken throughout the U.S. and 17 foreign countries, I have A LOT of clients and A LOT of information about the needs of each. It is imperative that I answer their questions as imy seminars relate to their needs rather than a generic response. Having my client's complete record at my fingertips , even when I receive an unexpected phone call, allows me to help clients in a timely manner and show them that I genuinely care about them and their goals.

ACT! review by Danny P.
Danny P.
Validated Reviewer
Verified Current User
Review Source

"For the price, best around"

What do you like best?

It is easy to customize and work with. It is totally portable regardless of which device I am using PC, Laptop or mobile device. It is easy for me to attach word documents and send them with the emails from my contacts email address.

What do you dislike?

I can be quirky. I get errors from time to time that seems to hang it up. I can reset the menu to have only what I want to see but it will always revert back to factory settings. It drops my connection to Outlook and Gmail on a weekly basis.

Recommendations to others considering the product

Not all resellers are created equal and neither is their support. If you are using a hosted version make sure that you select a reputable host.

What business problems are you solving with the product? What benefits have you realized?

I am a recruiter. WIth the customizations I have added, I am able to use the application to track my candidates and customers. I especially like the opportunities. It makes it easy to track the candidates I have submitted to each job I am working.

ACT! review by Dave H.
Dave H.
Validated Reviewer
Verified Current User
Review Source

"Work in Progress"

What do you like best?

The layout of the cloud version and desktop version...Especially ver 19 and 20. I can't wait until I can incorporate Alexa into it.

What do you dislike?

Hard to strategize how to incorporate it in my business, what forms, reports and best practices for my businesses. I have two businesses. Real Estate and Advertising and I currently have to use two CRMs. I'd love to just use ACT!.

Recommendations to others considering the product

Don't have any yet.

What business problems are you solving with the product? What benefits have you realized?

Active and proactive communication and connections. Convergence opportunity of CRM and accounting. I have used the product for almost a year and have started to build an affinity for it. I think it would be able to do a lot of what I want it to do but I just don't know how to get it there.

ACT! review by Jennie M.
Jennie M.
Validated Reviewer
Review Source

"Excellent communication skills and problem solved in a timely manner"

What do you like best?

Professionalism and experienced technical support. Willingness to help with no impatience. I always can depend on the Technician being very knowledgeable and easy to deal with. My problem is always resolved with as little effort on my part as possible. I use Act for all my databases and emails. I truly believe it to be the best program for business needs.

What do you dislike?

I had to purchase another support contract because the one I bought in 2017 had just expired. I paid for a year's support and only used it once. I was on hold for the sales department for a long time and an even longer hold for the technician. He had me download a remote program so that he could access my computer and that took longer than I expected. I am very satisfied with the results but i don't like having to pay and then not need it but the one time.

What business problems are you solving with the product? What benefits have you realized?

SQL disables after any Windows 10 upgrade. The benefit is knowing the ACT technician will get it corrected.

ACT! review by Richard S.
Richard S.
Validated Reviewer
Review Source

"Easy to add new program"

What do you like best?

Makes my life easy to stay in touch with my customers. I have been using ACT since the 1980s over that time they are always making it better to stay current or better than other CRM systems.

What do you dislike?

If I have a complaint is that it takes longer to talk to their support department than I like! Now that being said once you talk to the support person they are very knowledgeable and professional and have always helped me with any of my questions.

What business problems are you solving with the product? What benefits have you realized?

With over 9000 contacts in my ACT data base the features of the system and the interfacing of Outlook help me stay current with all all my customers and the projects that i"m working on ! Standard form letters and emails out make my also help with customer management..

ACT! review by Kelly K.
Kelly K.
Validated Reviewer
Verified Current User
Review Source

"Powerful Software that is easy to learn and extremely customizable"

What do you like best?

I was brand new to CRM software when I learned ACT! and found it extremely user friendly and could immediately see its wide breadth of features and how powerful it can be to a business.

What do you dislike?

To have some of the functionality we wanted to have like importing old data into the opportunities and also setting up views in the opportunities we needed to purchase additional add-ons.

What business problems are you solving with the product? What benefits have you realized?

We use ACT to track upcoming opportunities, existing project details, client contact information. It is a great one-stop place to access project and customer data and has really helped us when assemble past performance information, keeping up on project opportunities and keeping in touch with our clients.

ACT! review by Ed B.
Ed B.
Validated Reviewer
Verified Current User
Review Source

"DestinGOLF.info"

What do you like best?

Swiftpage integration and GROUPS. When I send an email blast, the pre-selected contacts in GROUPS is very helpful. I find using Swiftpage very user friendly. I wish the template editor was easier to use, especially importing images. I discovered that using a Swiftpage template allows for easier importing of images. When I create my own email template, I'm limited to text only.

What do you dislike?

Creating a new email template does not automatically get saved in ACT. Since I upgraded to ACT Pro, the program has frozen on me a few times that required rebooting.

Recommendations to others considering the product

I've used ACT since 1995. My current database = 13,000+. Using GROUPS and Swiftpage email integration are very efficient.

What business problems are you solving with the product? What benefits have you realized?

I'm a one man show. ACT allows me to look like a bigger company. I stay in touch with my customers via email blasts using Swiftpage for $30 per month. I'm still evaluating the necessity of this ongoing cost.

ACT! review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Act CRM"

What do you like best?

At this point... not much...I seem to be spending too much time during my day trying to fix the problem. Customer support at Keystroke CA are either out of their league with my issues are just don't care...either way, I am fed up enough that I am putting this review together.

What do you dislike?

The software was ok when I had one office. We had many syncing issues with the mobile version of it HandHeld by J2X Technologies which meant any information we got lacked credibility. We eventually cancelled that subscription and tried to use the one with access to the web server but we've had too many issues to use it so we have stopped using that. Once we opened a 2nd office we purchased 2 brand new pc's and set the network up but have had nothing but syncing issues sincce day one. It has been 3 months so far and it seems that everyday we have a syncing issue. Again, any info that we get lacks credibility because we don't know how current it is. The support staff has tried to address our concerns but, to date, has been unable to fix the issue(s) and now I am told that if they are to continue providning support that we will need to buy a support contract, which I wouldn't have a problem with except that the software syncing has never worked properly. Is it wrong to expect the software to work properly without having the company require that I pay more to make that happen. To be fair to Act, we are using a reseller....Keystroke CA. I cannot imagine a scenario that we would continue to use this reseller...or Act.

Recommendations to others considering the product

Price should not be your only consideration.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of contacts history. Unfortunately, this is difficult to do with multiple locations due to many syncing issues

ACT! review by Sarah V.
Sarah V.
Validated Reviewer
Review Source

"It's cheap and useable but archaic and ties into NOTHING but Outlook"

What do you like best?

It's cheap and you can use it as a database. It can be used for drip marketing a LITTLE but only for sending the emails and not recording email responses etc.

Chatting w/ the free support can be good or bad.

What do you dislike?

NO other tools, applications/program connect to Act! The support is in India and sometimes it's good and sometimes not. Because chat support is limited, you have to hire a Certified Act! consultant and there are very few. Really, there's like 5 and the certification doesn't guarantee much help. Once certified consultant was listed on the Act! website but was no longer practicing, another was highly unstable and damaging and the other was only helpful 1/3 of the time. No joke, our time was him talking about him being retired and related to Walt Disney. His support staff was his out of work son... Yikes!

Recommendations to others considering the product

Look around first. You can actually find cheaper and better BUT my boss was paranoid that info on the Cloud would be unsafe and would only use software. However, there really are better programs, just look

What business problems are you solving with the product? What benefits have you realized?

My poor office simply needed a database and sales/marketing tool for leads. Act! sufficed but barely. There's a reason VERY FEW companies use it anymore... Sorry

ACT! review by Seth K.
Seth K.
Validated Reviewer
Review Source

"ACT! is still great 25 years after I started using it as my main CRM tool."

What do you like best?

ACT gives you the ability to keep up with an unlimited number of people and still treat everyone as a special customer/supplier/person, etc. Once you learn how to use it, which does not take very long, you can use as much or as little as you need to get your particular job done and done right! It has very strong search tools, and it is much better than Outlook in keeping up with meetings, calls, and to-do's. As you become more familiar with ACT, you will be able to use more robust features, and you can start customizing ACT to better fit your needs. But you don;t have to; that's the great thing about ACT. Start with the basics and learn as you go. You will love it, even after 25 years of using it like me.

What do you dislike?

Although ACT is easy to learn, there is so much stuff in it, that it sometimes slows you down in getting through menus, actions, etc.

Recommendations to others considering the product

Ease pf use and plenty of help is available from ACT, other users, and consultants

What business problems are you solving with the product? What benefits have you realized?

Keeping up with lots of people at the same time. It makes me more productive and allows me through customization to have the information on each person to make them feel special.

ACT! review by Craig J.
Craig J.
Validated Reviewer
Review Source

"Integration with Outlook doesn't work, and they won't fix it. Evaluating alternatives"

What do you like best?

Lookup feature, flexibility to custom fields, columns in list view, export to Excel

What do you dislike?

That they either refuse to fix or cannot fix a problem with basic functionality.

A CRM system is supposed to increase efficiency. ACT Pro succeeds in this in some ways, but fails in others due to bugs in the system. Key among these is the interface with Office and Outlook (ACT crashes every single time I try to create an e-mail from a template, or send an e-mail either to a single contact or to multiple contacts via mail merge. Furthermore, e-mails no longer attach to contacts when sent, and they no longer record in history.

And on a completely separate note, every single contact's LinkedIn profiles is, "oops".

And occasionally I get a pop up window which says, "Click here for updates." Clicking does nothing.

Recommendations to others considering the product

Listen to your users, many of whom - like me - will see be former users - and fix your damn product!

What business problems are you solving with the product? What benefits have you realized?

Operate more efficiently

ACT! review by User in Health, Wellness and Fitness
User in Health, Wellness and Fitness
Validated Reviewer
Verified Current User
Review Source

"Not so much"

What do you like best?

I have customized ACT! so that it works for me. I really appreciate using a CRM to help me stay in touch with my customers.

What do you dislike?

ACT! is a very old and out of date program. I don't use the new cloud program. ACT! has SO many problems that you really need to purchase the service agreement, because you will need tech support. Did outlook just do an update? Did Microsoft just do an update? Then ACT! will probably have a problem.

Recommendations to others considering the product

Don't. There are so many other programs out there. Every year, before my service contract is due, I look at all the other systems out there... For me, I have customized ACT! so much, and I want the program to reside on my hard drive, and I don't want to pay monthly, currently ACT! is the only program that fits that criteria. What are your needs? How much hassle are you willing to put up with. If there was another program out there, and I wouldn't lose a lot of my data converting, I would switch in a heart beat.

What business problems are you solving with the product? What benefits have you realized?

I have all my customer information in one place. I also have it backed up in 2 seperate clouds.I can create email lists/groups to segment my contacts. I keep notes of what we talked about, for the next call. I can set reminders of when to contact my customers next.

ACT! review by Shannon E.
Shannon E.
Validated Reviewer
Review Source

"Not the most user friendly salesforce- but gets the job done"

What do you like best?

I like the ability to see my daily task lists and to be able to view all my overdue tasks as well. It makes it really easy to see what I have to do in a day. You can filter it to display the data you need. ACT! and Microsoft have a great partnership so you can send emails from Microsoft and it appears in both. I also like how you can save contacts into this salesforce by clicking on a received email

What do you dislike?

I really dislike the format. The interface of this salesforce is not very inviting and all the colors are boring. It makes work feel more like work and the interface is very outdated. I don't really like the opportunity tabs, never really look at it. I like it better in salesforce where you can just change it to closed won.

Recommendations to others considering the product

I personally wouldn't recommend Act! While this may be a cheaper version of the options available to companies, it's interface and ease of use, is not up to standard. Some of the fields are hard to find- ie. For the add note function is hidden on the page as a tiny icon. Once you get used to the system, however, it works fine.

What business problems are you solving with the product? What benefits have you realized?

I am an account executive so I am adding new contacts and reaching out to old and new leads. The benefits of this salesforce is that we also use Microsoft for email and this integration helps me track my emails. It make sure I don't send the same email out twice.

ACT! review by Administrator in Accounting
Administrator in Accounting
Validated Reviewer
Verified Current User
Review Source

"Act is the Best!!!"

What do you like best?

Being able to manipulate data in my Database. I love the way it integrates with the remote database on my laptop. I can be out doing sales calls on day. Keep all my notes and updates on my remote database. And then sync it to my main computer in the office. I use the exponencia auto-dialer and can make my calls using skype or majic jack. When on the road I have mounted my laptop in my car and can send them customized templated emails with pdf attached sales brouchures immediately using the hotspot on my phone about our meeting. That impresses a lot of clients. I can keep notes so I can have total recall of my last conversation with them. I can access their web page and their social media pages in tabs that make it very easy. And I can create limited custom fields and totally manipulate data in my database without programming. I can program in Access, but it's just not worth it because Act does is really easy. I've been using act since the beginning. I've looked at others, and keep up with the new web based browser systems, but none can offer the power of Act pro.

What do you dislike?

Used it from the beginning. Nothing!! Now Outlook on the other hand, is a pain. I've shut off the Outlook 2016 updates. I found I'd just get Act communicating well with outlook, and outlook would update it and mess everything all up. The only think I use outlook for is to send emails through act so I just stopped it from updating. That solved that problem.

Recommendations to others considering the product

If you want to control your data and be able to manipulate it easily and efficiently, Act Pro rocks!!! If you do a lot of phone calling I'd marry it to the exponencia plug in that auto dials in skype, majic jack etc. I've mounted a laptop in my car. I can meet with a client and leave, send a custom email to them almost immediately. Handheld Contact works pretty good if your into typing on a phone. I type 100 words a minute on a laptop so the phone option hasn't worked for me, even though it works great. Just can't get used to phone keyboards.

What business problems are you solving with the product? What benefits have you realized?

All my sales contacts. I do all my marketing from ACT. I can manipulate the data in my database and set up very complex data pulls. I use the skype add it from exponencia that allows me to click a button and it auto dials a call. After the call, send a followup email, and the email and notes of the call are there forever. I keep abreast of the competition for act. Nothing comes close.

ACT! review by Wayne D.
Wayne D.
Validated Reviewer
Verified Current User
Review Source

"ACT! and Swiftpage WORK for me"

What do you like best?

Ease of Use, Simple, Better Than Excellent Technical Support. The feeling of confidence when I use the app.

I am accustomed to appearance and responses to inputs.

What do you dislike?

No Dislikes Presently. But would technical help 24 hours.

When I call for reasons other than tech support sometimes no one answers.

Expand the bid functionality.

As I recall, the bids could be best prepared by a template for the opportunities.

Recommendations to others considering the product

I am accustomed to the ACT interface and I find others to be less comfortable.

What business problems are you solving with the product? What benefits have you realized?

Tracking email campaigns. contact details, using groups effectively. Staying on top of day to day activities as well as longer range goals.

ACT! review by Kimberly N.
Kimberly N.
Validated Reviewer
Verified Current User
Review Source

"ACT CRM Software is Great"

What do you like best?

Act is comprehensive CRM software that allows you to integrate email and marketing along with contact information and prospecting notes.

What do you dislike?

I use an older version of ACT! (2013) so the tech support is minimal. It was purchased by Sage a few years ago so they only support the newer, web-based versions now.

Recommendations to others considering the product

You have several options when considering which version of ACT! to purchase. The current, web-based version has a lot of features the older versions don't have such as tech-support and the ability to access your information from anywhere. If you don't need mobile access to your CRM, you can purchase older versions of the software from 3rd party vendors. That worked very well for me but I must rely on forums for any tech issues. It's a trade-off so you have to weigh the needs of your business against the cost. You will pay much more for the newer version and the rate is on-going versus a one-time payment for the older (DVD) software.

What business problems are you solving with the product? What benefits have you realized?

It can be difficult to keep track of client information and contact notes. ACT! has helped me to keep everything in one place. The email integration has made finding communication between clients and myself much easier!

ACT! review by Tina C.
Tina C.
Validated Reviewer
Verified Current User
Review Source

"Act! Makes our business flourish"

What do you like best?

The ability to customize and really make this a system specifically for our use. We have used other CRM's in the past...and come straight back to act! as it is the only product we have found that can accommodate our needs.

What do you dislike?

When building additional contacts within a company, it often times comes up with "you are creating a duplicate record". This causes confusion but with training can be worked around. We would love the ability to access multiple databases at the same time as well.

Recommendations to others considering the product

Ease of use makes this a highly recommended product. It has great integration.

What business problems are you solving with the product? What benefits have you realized?

We have several databases within act!. Our sales division, staffing division, and marketing divisions all utilize specific databases within the system. We have managed to integrate act! with our website, specifically dealing with our staffing side, which in turn has saved us over 800 man hours annually.

ACT! review by Bob J.
Bob J.
Validated Reviewer
Review Source

"ACT is the BEST CRM. I've Used It For Over 20 Years!!"

What do you like best?

Act is GREAT software! There are so many features that totally ROCK!! First, I can almost totally manipulate my database right from within Act. I used to program in Dbase and Access. There is no need in Act. And then there is the remote database sync. I can be out on the road all day and when I get to the office I just sync it.

What do you dislike?

It would be more reliable to have your own word processor/email instead of Microsoft Outlook as the pass through. Act used to have it more integrated. Would love to have that brought up to speed. Microsoft just doesn't want to play nice too often.

Recommendations to others considering the product

I've tested all the web based products. The desktop version of ACT just provides the most flexibility.

What business problems are you solving with the product? What benefits have you realized?

I just don't drop appointments and prospects when my act is in service. It really matters. Again, it's great not to have to manipulate the data outside Act. Act pretty much has me covered.

ACT! review by Chuck R.
Chuck R.
Validated Reviewer
Verified Current User
Review Source

"ACT is an amazing database "

What do you like best?

It syncs all my contacts with my iPhone and reminders come up automatically 30 minutes in advance - Never miss an appointment!

What do you dislike?

It runs a little slow with selection contacts from a task list

Recommendations to others considering the product

It is the best way to schedule all your appointments and activeties and keep all of your contacts. It's like a roladex of the 21st century! I owe my business success to this tool!

What business problems are you solving with the product? What benefits have you realized?

Keeping track of clients and potentional clients and timing to call or reach out again.

ACT! review by User in Automotive
User in Automotive
Validated Reviewer
Verified Current User
Review Source

"Great for all of your Customer Retention and follow up!"

What do you like best?

Having Act! in our arsenal has really helped improve sales and keep all of our customers happy. The fact that you set calls and can upload all the documents right into ACT! helps keep every thing organised. Easy to implement and does not require a rocket scientist to use. The google integration along with Outlook helps us every day with reminders that pop up and make noise. This stops everything your doing in ACT! and makes you read what the reminder is. This gives you a clear picture of what your next objective is.

What do you dislike?

The only problem we have is random crashing with never versions of windows or Microsoft Outlook. Tech support is amazing and will fix any issue you have with a simple call. The look of ACT! is a bit aged as well. Has a 1985 look that need to have a better GUI. I think with time ACT! will just keep getting better and better. I am always looking forward to the next update and mobile use.

Recommendations to others considering the product

I highly recomend you get ACT 19

What business problems are you solving with the product? What benefits have you realized?

The most beneficial part of having ACT! is being able to track all of my sales guys from anywhere I need. the software does not require the internet which makes everything easier for all of us. Staying on top of my potential clients is a major necessity and this software really fills that issue for us. Being able to stay Mobile is great!

ACT! review by Lloyd M.
Lloyd M.
Validated Reviewer
Review Source

"My contacts"

What do you like best?

Whatever information I have, I can attach to the contact. It has a perpetual history as long as the contact is in the database. I can also set up Groups. I use it not only for buyers and sellers but personal groups with the ability to produce mailing labels, etc. I have been a user of ACT! since about 1990. It has many more features than I use at the present time.

What do you dislike?

There is nothing that I dislike about the program. I can write letters and Emails to contacts and it auto stores. I can enter daily information on a client that could be used in court if I ever needed to produce the information for client history. Log daily actions with customers and clients.

Recommendations to others considering the product

Try it! Garanteed you'll love it.

What business problems are you solving with the product? What benefits have you realized?

Just the fact that I can recall information that I have entered about a client, potential client or customer is extremely beneficial. I have repeat clients that use my services over a span of several years. Of the many Real Estate Agent programs I have witnessed over the years (approximately 30 years) ACT! has not only proven to be a program still in existence, but is still going strong. I chose ACT! when I started in Real Estate because it's base program is generic and it had a side program for the Real Estate world. It could be used (adapted to) for any kind of business. Very flexible.

ACT! review by Perry M.
Perry M.
Validated Reviewer
Verified Current User
Review Source

"Over 20 years experience with ACT"

What do you like best?

Available on desktop and cloud. Easy to customize. Maintain a history on activities or fields you choose. Works well with Office (word/outlook). Easy to use on a basic level (intuitive), very complete on a complex level. Very Fast. Will handle large database with lots of users. Extensive lookup's for every field are easy. Activity series are easy to create. Creating and maintaining groups of records is easy. Import and export using excel is easy. Can link and attach other databases.

What do you dislike?

Company support options leave something to be desired.

Recommendations to others considering the product

Try it first, especially if you have a large database and need a solution that can be based locally and easy to customize. You can do it easy or hire a consultant if you want to go complex.

What business problems are you solving with the product? What benefits have you realized?

Multiple sales people with different territories work remote, changes internally with remote people work well. This program has increased our bottom line. If you feed it, it will feed you.

ACT! review by Dr. Michael  L.
Dr. Michael L.
Validated Reviewer
Verified Current User
Review Source

"Act! is an Administrative Life-Saver"

What do you like best?

We have used Act! since the DOS version to maintain the student records for our nontraditional Seminary. From consultations to maintaining student records and transcripts, it does a great job!

What do you dislike?

Sometimes MS SQL and Windows are a little touchy. Nothing that cannot be overcome by restarting the MSSQL under "Services.exe"

Recommendations to others considering the product

CRM and so much more. You can customize the program for a wide variety of administrative needs.

What business problems are you solving with the product? What benefits have you realized?

Maintaining student records and CRM for our student body. Saves us thousands on specialized software designed for academic records.

ACT! review by SF A.
SF A.
Validated Reviewer
Verified Current User
Review Source

"Swiftpage - Act Review"

What do you like best?

The software is so each to manage - we are able to use a shared database and our in office and mobile users are able to have instant communication.

What do you dislike?

We truly like the product - and use their knowledge base system frequently. Would like to be able to have access to pull back an email campaign within minutes after it is sent.

What business problems are you solving with the product? What benefits have you realized?

It is used for both our CRM and Email Marketing. It gives us instant details and keeps our team of users in the know on each customer. We get a great return on our email campaigns too.

ACT! review by Scott B.
Scott B.
Validated Reviewer
Verified Current User
Review Source

"ACT is Different...In Many Good Ways"

What do you like best?

The best part of ACT as a CRM is that it is very customizable. Many platforms today are customizable, but will not let you lay out the user's screens the way ACT will.

What do you dislike?

Their cloud version. I have only test driven the cloud version and talked to consultants, so my knowledge is limited, but ACT in the cloud has limited functionality compared to running the software locally. And the cloud version seems buggy.

Recommendations to others considering the product

Compare carefully the desktop version and its functions vs. the cloud version. Also be aware that ACTS support can be challenging. I have had good and bad experiences with them. Even reading the ACT community help can be challenging because they have so many versions and updates over decades.

What business problems are you solving with the product? What benefits have you realized?

ACT works great for us as a CRM. Mainly we use it to simply manage contacts. It has pretty good report writing and I can export to excel and or access to get better reports and charts

ACT! review by Andrea P.
Andrea P.
Validated Reviewer
Verified Current User
Review Source

"I wouldn't be as successful without this tool"

What do you like best?

I can score leads and schedule a marketing plan based on that score. The automatic alerts tell me what to do when. All the contact info is safely stored and easily searchable. I also appreciate being able to view the entire history of interactions with each contact.

What do you dislike?

I get a weird error message every time I start up the program and a different one when I exit it.

What business problems are you solving with the product? What benefits have you realized?

Lead gen, lead nurturing. I couldn't really do business the way I do without this tool. I would recommend it to anyone who runs regular lead gen and marketing campaigns.

ACT! review by Mark W.
Mark W.
Validated Reviewer
Review Source

"Learning and using ACT"

What do you like best?

I have used ACT for years, so I can use most of the new additions. I would say that it is fairly easy to use and there are activities to learn to use the system. Input of new prospects & customers is fairly easy. Updating the system and keep it up to day is also easy. I like that ACT is supposed to do everything that I want it to do.

What do you dislike?

Learning to customize the system and getting others in my organization to use ACT can be difficult. I don't see everyone, so that makes interacting with others somewhat difficult. Since I am the only one using the system, we cannot interact and use the many capabilities of the program. I cannot use all of ACT's capabilities. It is kind of like having a new car without any gas stations. I just hitch up my horses and sit in it like a buggy. At least I have a radio. Yee Hah!

Recommendations to others considering the product

ACT works, easy to understand, training is available online.

What business problems are you solving with the product? What benefits have you realized?

I am able to keep up to date on all the people in a prospect and/or customer. Adding new contacts and keeping track of former contacts is much easier. My memory is not as good as some other people, so ACT provides me a means of keeping up.

ACT! review by John E. W.
John E. W.
Validated Reviewer
Review Source

"Using ACT! as your CRM solution"

What do you like best?

What I liked about ACT! was its ease of use as a CRM, low cost and a one-time fee for the program (for when we used it) vs a SAAS with ongoing monthly or annual fees to remain a user of the software.

What do you dislike?

Not so much a dislike as we as a business out grew the limited functionality of the CRM and it capabilities as somewhat cumbersome to use as a cloud version across platforms and for the fact that it did not have native email marketing built in (at the time of our use) but instead integrated with a third party program called Swift. Also the limits of the size of the contacts in the database do not lend itself to the campaigns that we now set up and use in our business.

Recommendations to others considering the product

If you are in need of a relatively low -cost CRM solution with some email marketing capabilities then ACT! maybe just what you need

What business problems are you solving with the product? What benefits have you realized?

We needed a CRM to store and work with all of our contacts send one-off emails and we were able to use it for its intended function as a smaller low-cost limited capability CRM.

ACT! review by Doug H.
Doug H.
Validated Reviewer
Verified Current User
Review Source

"Good CRM for small businesses"

What do you like best?

I like the program because its easy to look up contacts, schedule future calls, appointments, daily reports and deals in the works.

What do you dislike?

I have had difficulty sync desktop and laptop. If you call Tech support they want to charge you too much to help

Recommendations to others considering the product

best value on he market. Many of the other online are really for management to know whats going on. They don't necessary help you sell

What business problems are you solving with the product? What benefits have you realized?

I keep track of all potential customers and can quickly run reports even if I haven't talk to prospect in years by coding some of the user fields.

ACT! review by Brian B.
Brian B.
Validated Reviewer
Review Source

"Great Product - Better Service"

What do you like best?

ACT is a fantastic CRM - but the customer service is even better. If I need help with ACT, all I have to do is call and ask. Someone is usually on the phone with me within a few minutes and quickly answers my questions. No software is perfect, but it's nice to know a HUMAN in there to help me.

What do you dislike?

Of course it would be nice to talk to someone without a heavy Indian accent, but my most recent interaction was fantastic and I could easily understand the technician helping me.

Recommendations to others considering the product

Never used anything else - cannot comment

What business problems are you solving with the product? What benefits have you realized?

Tracking prospects and managing my calendar. Benefit is not having to worry about missing a contact and being able to manage my pipeline at the touch of a button.

ACT! review by User in Insurance
User in Insurance
Validated Reviewer
Verified Current User
Review Source

"Kind of clunky, Marketing features not customizable"

What do you like best?

I like that this is web-based. It allows my team to use the product without the burden of a long testing and review by our IT department.

What do you dislike?

It's not intuitive. I'm constantly finding that I'm in the equivalent of a screen-within-a-screen while I'm working. I'd like to be able to find a customer and then go back to the entire customer list without having to use the drop-down menu. I like to think of myself as tech savvy so maybe I missed that in training? I don't know.

We've also had issues with the marketing features. After multiple attempts at contacting the Act support team, we resigned to the fact that we can't customize the functionality of the marketing lead generation forms. We had to create a separate form outside of Act and we are now uploading data periodically instead of having the leads load automatically into the database.

Recommendations to others considering the product

I've only used the web-based version of the software. It makes me wonder if the full version would have been more useful.

What business problems are you solving with the product? What benefits have you realized?

I'm in a new division of my company, and we wanted a pseudo-AMS that could operate outside of the one the company uses. This fit the bill, and the price was right at the time. Now that we've used it for a while, it's just not working. We will probably switch to SalesForce for next year.

ACT! review by Jordan B.
Jordan B.
Validated Reviewer
Verified Current User
Review Source

"You Get What you Pay For..."

What do you like best?

There is absolutely nothing that I would say I like "best" about this product. It is truly a terrible CRM system. With that being said it's not awful if you know the company* and/or name (and it's complete correct spelling) of a person that you'd like to look up their phone number or email address. If I had to pick the best thing though it would be the price because it's very cheap compared to other CRM products. You are absolutely getting what you're paying for in this case.

What do you dislike?

I don't even know where to begin. Let's start at the user level since I am also an administrator of this product.

1) Old Clunky UX -- The User Interface and experience is a jump back to the early 90's and Sage has not put any resources into updating it since then. Even if you make your own interfaces for some of the contact screens the system will attempt to wedge them into a frame that never quite fits the way you'd expect it.

2) Searching -- The search functionality of ACT! does not support wildcard searching or fuzzy searching. This means that if you don't know the full spelling exactly of something you'll never find it. Additionally, the search function(s) require that you select what field of the entity (contact, company, task, etc) that you'd like to search. Technically, there is a global search, but it's very slow and still doesn't have wild card functionality.

3) Integrations -- ACT! comes with the "ability" to sync with Outlook (emails, contacts, and calendars), but it rarely works. It may work for a few days and then go out of sync. The built-in calendar will often duplicate items for almost no reason whatsoever. Outlook will also run very poorly when the sync is enabled for tracking of emails and synchronization of calendar/task items.

4) Installations - Now we're getting into the administration of this production. The installation of Act! loves to force users to install SQL Server on their local machines when it isn't required (unless the installation will be functioning as the Act! Server). This is a huge pain when you now need to then uninstall SQL Server from that machine, which would have caused it to slow to a snails pace on a sales person's laptop. Technically, you do need the local instance for performing synchronizations if a user will be off network, but a cloud based solution would be a far better offering. Lastly, in the realm of installations, there is little to no support in performing silent installs or pushing out with group policy.

5) Archaic Administration - Although this is a SQL Server based application it rarely allows you to actually perform maintenance on the database and utilize the scheduled tasks available in the rdbms. Instead you need to use their built-in tools that are kludgy at best with very little insight on what they are actually doing. Additionally, the administration and security features leave a lot more to be desired.

6) Support - The support of this product is terrible. They outsource most of the support to their Partners rather than the company doing any on their own. This leads to working with people that are trained very poorly and there is very little communication between representatives. Very often will you get 3 different answers on how to fix a problem, and none of them will be correct until you call back for the fourth time.

Recommendations to others considering the product

I would never recommend others to use act unless they are in a VERY small company (no more than 10 users, which may still be a bit too many) and cannot afford a better CRM system.

What business problems are you solving with the product? What benefits have you realized?

The standard business problem of tracking clients & contacts, sales leads, and managing resources. We have only realized the benefit of this CRM system in giving us an inexpensive centralized place to store this information, but at the most basic level possible.

ACT! review by Administrator
Administrator
Validated Reviewer
Review Source

"User Friendly, easy to access areas. "

What do you like best?

Now that our database has been finally set up correctly to work for us. We can now get more use of the of data that has been input. The negative was our issue not ACT! we were lacking in knowledge of creating our database. It holds plenty of data and gives us options to tailor the database to our benefits. There is plenty more for us to learn and use we are only use a very small section of the system.

What do you dislike?

It has taken sometime to understand how to design and set up. User friendly instructions would be good for the less IT lit person. Our IT set up was somewhat cumbersome as each computer holds the database and not the server. Not sure if that's our IT issue or this is how ACT works.

Recommendations to others considering the product

I recommend the use of this software, it is a great product with good support. The price is affordable as well which is important.

What business problems are you solving with the product? What benefits have you realized?

Great to add data and hold data for our company, it has given us more flexibility to create tabs that work for each department. Our training department and recruitment departments use the database constantly to ensure they are up to date.

ACT! review by Brittany E.
Brittany E.
Validated Reviewer
Review Source

"Classic Program with a Long Standing Reputation"

What do you like best?

Their service is reliable, the program is easy to use and very self explanatory. The fields and options are very customize-able. The page organization looks nice and neat and is presented well.

What do you dislike?

It doesn't seem like they are as popular as Salesforce now. I'm not sure why. Maybe Act offers less options, or perhaps it's the price, but their competitors must offer something better in some regard.

Recommendations to others considering the product

If you've used it in the past, check out what updated features they have now. Perhaps a lot has chnaged since you last used it.

What business problems are you solving with the product? What benefits have you realized?

Organizing our database of client info, sending emails to them, creating lists, tracking processes, running reports, etc.

ACT! review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Review Source

"Act! Review"

What do you like best?

The Customer Service is exceptional. I highly recommend the Ultimate Support Plan. The technicians respond immediately and are very pleasant and helpful. You actually feel like you are speaking to person who is interested in solving your problem instead of a person reading from a script.Once you get a feel for your way around the site, customization is fairly simple.

What do you dislike?

I had some trouble in the beginning setting everything up, but again, the tech support was amazing. i wouldn't call it a dislike. I had some problems in the beginning with creating merge fields in templates, but was able to sort it out using the tech support.

Recommendations to others considering the product

Again, definitely get the Premium Support.

What business problems are you solving with the product? What benefits have you realized?

Mail Merge is amazing, as well as being able to create documents, notes, etc. withing the contacts. Makes communication and record keeping SO much easier. I am a relatively new user, but I'm excited to find out all the ways we can use Act!

ACT! review by Laura P.
Laura P.
Validated Reviewer
Verified Current User
Review Source

"Does a lot more than manage contacts"

What do you like best?

easy look up. You can search by a variety of ways to find the record you are looking for

What do you dislike?

screen appearance. The layout seems a little outdated and could use a facelift

Recommendations to others considering the product

this is a little less user friendly than say Salesforce which appeals to the masses. You can get a lot out of ACT but much of your success will depend upon your consultant - be sure to talk with other clients.

What business problems are you solving with the product? What benefits have you realized?

we manage our contacts, export them to our email marketing software and manage our sales funnel. We are able to track future opportunities in ACT! and forecast more accurately.

ACT! review by Luke M.
Luke M.
Validated Reviewer
Review Source

"Use Act for filling in Contracts and PO's"

What do you like best?

We use ACT to create subcontracts as templates so that we can quickly write multiple subcontracts for a project without having to cut and paste or merge documents. The same for POs. That way the delivery addresses, contact phone numbers etc. go onto every PO and SUb.

We use it to create custom groups for sending out RFP's for projects that bid in different geographic areas.

What do you dislike?

The sync of OUtlook and ACT makes it slow to add new events and I get alarms for both ACT and Outlook. I also would like to add more than 10 users to a server based database.

What business problems are you solving with the product? What benefits have you realized?

RFP emails and addendum emails to bidders is easy with ACT mail merge. Faster preparation of contracts and Po's using custom templates

ACT! review by Sarah S.
Sarah S.
Validated Reviewer
Verified Current User
Review Source

"ACT gets us by, we have a lot to learn"

What do you like best?

We like that it works with our email marketing service. We also like the groups and importing/exporting solution.

What do you dislike?

There is a lot to these databases as they are very customizable. I wish we had a free training session with our purchase so we could learn how to use it. There are not many resources (YouTube, ectt.) online. Also, we have used ACT for several years and it is not always ready when OS update or make changes. We often have problems when Windows changes their version or one of us gets a newer computer. To remedy this,

Recommendations to others considering the product

It is a comparably inexpensive for the basic version - yet, there are many add-ons I am not yet familiar with which you may be able to get at an all inclusive price with another software. For what we do, it fits our needs. We have a meeting scheduled so we can find out how we can better use it and customize the database to our business needs.

What business problems are you solving with the product? What benefits have you realized?

We use this as a contact management system. We actually have a training scheduled for our next sales meeting

ACT! review by Gigi G.
Gigi G.
Validated Reviewer
Review Source

"Effective System"

What do you like best?

Despite its antiquated look and more effective cousin programs, ACT is actually a very good way of organizing information. It allows multiple contacts to be stored under one company, and provides clear and concise “at a glance” contact information and titles for each person. There are multiple ways to sort your query, whether it be by company, contact information, name, or more. It’s user friendly, and while it may not look like the fanciest system, it gets the job done.

What do you dislike?

I wish that outgoing and incoming emails were linked to the account – only outgoing emails link. While this is useful in it’s own right, it would be helpful to see all correspondence as opposed to only outgoing communication.

Recommendations to others considering the product

It’s a good program! It’s not flashy or anything special/ super high tech, but it’s a good program that gets the job done effectively.

What business problems are you solving with the product? What benefits have you realized?

As an events company that deals with hundreds of individuals and a comparable number of companies, it’s nice to have all this information stored in one place. My company has undergone a huge restructure, and I’m taking over a lot of accounts midway through the process, it’s nice to see the correspondence that has already occurred, so I’m not pestering the clients about topics they’ve already discussed with past sales reps.

ACT! review by Internal Consultant
Internal Consultant
Validated Reviewer
Verified Current User
Review Source

"Excellent Service - Knowledgeable with ACT and with Microsoft Windows and Office Integration"

What do you like best?

Jeff, the technician was very knowledgeable about the recent Windows-10 Update and the Office update. The issues were clearly identified, not only was the ACT problem solved, but it solved additional issues with other applications using Windows Services in Word

What do you dislike?

In this case, nothing. The service was more than spot on.

Recommendations to others considering the product

Act is incredibly easy. When you need to import lists, very easy to do with Excel. The Swift page eMarketing program works very easy and all information is logged per user record for easy follow-up. A great product and a great price for a small business.

What business problems are you solving with the product? What benefits have you realized?

I use ACT as my CRM tool for my business. I also use the eMail marketing program that interacts directly with ACT and my website.

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Kate from G2 Crowd

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Act!
3.8
(259)