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What is Act!?

Act! stands out as the top provider of comprehensive CRM and marketing automation tools, designed specifically to help small and medium-sized enterprises enhance their marketing efforts, boost sales, and cultivate lifelong customer relationships. Act! Premium is tailored to fit your distinct working methods rather than forcing you to adjust to its framework, making it suitable for any sector or business type. It is offered in two formats: the on-premises Act! Premium Desktop and the cloud-based Act! Premium Cloud, with the option to utilize a hybrid deployment for optimal adaptability. Additionally, with a diverse array of CRM and marketing automation solutions available, you can rest assured that Act! will continue to meet your evolving requirements at any point in your business journey. This ensures that your organization can thrive and expand without the worry of outgrowing the software.

Pricing

Price Starts At:
$30.00/month/user
Price Overview:
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Act! Premium Cloud $30/mo/user billed annually
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Act! provides an API

Screenshots and Video

Company Facts

Company Name:
Act!
Date Founded:
2001
Company Location:
United States
Company Website:
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Product Details

Deployment
SaaS
Windows
Linux
iPhone
iPad
Android
On-Prem
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
French
German

Act! Categories and Features

Social CRM Software

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Capture Software

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Landing Page Builder

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Healthcare CRM Software

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Email Marketing Software

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Automotive CRM Software

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

More Act! Categories

  • Reviewer Name: Larry S.
    Position: Founder and Executive Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ACT Saved our Nonprofit

    Date: Jul 31 2024
    Summary

    Act! transformed our nonprofit’s operations, enabling us to efficiently manage contacts, organize marketing campaigns, and enhance customer service. Customer service was key to our work. Act! tracked customer interactions meticulously, ensuring personalized and timely communication, fostering strong relationships with our nonprofit’s volunteers and contacts.
    ACT! was crucial for our research and training programs aimed at addressing diversity challenges in fire departments. Its versatility in customizing fields, tagging contacts, and scheduling training sessions was vital for managing our nonprofit’s grants, research studies, and training programs.

    Positive

    With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.

    Negative

    We used ACT! as a standalone CRM from 2005-2017 at our Nonprofit, FIRE 20/20. In 2017 we were no longer able to sustain grant funding and had to close the nonprofit.

    Read More...
    Official Act! Response
    Date: Aug 02 2024
    Thank you, Larry for your feedback and for letting us know how Act! helped you manage and grow your nonprofit.
  • Reviewer Name: Sig T.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Program! But...ver. 24 loads Pro VERY SLOWLY...

    Date: Feb 08 2023
    Summary

    Good. Like all programs I depend on these have their pros and cons. I had a challenge to avoid buying the subscription ver. My old version apparently had a security issue and I was "forced" to upgrade. Had trouble finding a vendor that would sell me ver 24 NON-SUBSCRIPTION. I think I would have dropped ACT if I had to use that version. I only use it now as an address book and I don't need all of the features anymore. But I still love it!

    Positive

    Overall great program, used it for over 20 yrs. Very useful, user friendly. Consistent interface over the years.

    Negative

    New version loads way too slow. Window 10 Pro., I've done all the updates but this problem still persists. Can't find any support address dealing with this.

    Read More...
    Official Act! Response
    Date: Feb 23 2023
    Sig, Thank you for bringing this to our attention. Our Support team is standing by to point you in the right direction. Would you please reach out to them at https://www.act.com/resources/contact/ or call 866-873-2006?
  • Reviewer Name: WILLIAM W.
    Position: Sales Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Used to be a great program.

    Date: Feb 09 2023
    Summary

    I've been using this program for many many years, close to 30! i was forced to purchase a 3rd party add-on to provide the functionality I really needed. The ACT! Companion app is almost useless as it doesn't allow me to access the information I need.

    If I had to start from scratch again, most probably would not longer choose ACT!, which I used to recommend very strongly.

    Positive

    Customer and sales process tracking, along with document templates are the functions I use on a daily basis.

    Negative

    Locks up frequently "Not Responding", and I'm forced to restart my computer often multiple times a day. It also seems requires a call to tech support most every time there is a Microsoft update. They are fine and have always resolved the problem, but you 'll be on the phone for an hour and a half... never a quick fix.

    The new features don't add much value to me. The mobile app would be great if I could access any of the field that were useful. The app takes so long to log-in and navigate that it's far quicker to pull out my laptop to get what I need.

    Read More...
    Official Act! Response
    Date: Feb 23 2023
    William, we are sorry to hear that you are experiencing performance issues and want to help as best we can. Please visit https://www.act.com/resources/contact/ or give us a call 866-873-2006 to see how we can provide some assistance. In addition, we value your feedback about Act! Companion and would love to learn which features you’d like included. We invite you to please submit a feature request by visiting this URL. Thank you again for your feedback. https://actlink.info/40XVmWQ
  • Reviewer Name: Matthew M.
    Position: Head Honcho In Charge
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ACT Migration and Update

    Date: Jun 14 2023
    Summary

    Overall it was an anxiety filled day. Your IT guy was very knowledgeable and helpful...my IT guy was very appreciative. One thing though, my IT guy and I both had a hard time understanding your IT guy. I'm sure technically his English is WAY better than ours (clearly he learned the King's Language while we Americans...well we're Americans), however his accent was so thick we had a hard time understanding him and would have to ask him to repeat himself numerous times. Great guy though and one hell of a computer wizard.

    Positive

    That my IT guy handled it and your IT guy worked with my IT guy. I pretty much listened like a canine would when humans talk.

    Negative

    My IT guy giving me a heart attack, luckily your IT guys saved his butt.

    Read More...
    Official Act! Response
    Date: Jun 15 2023
    Thank you, Matthew for your feedback. We are happy to hear your issues were resolved and we appreciate you letting us know about your experience with our support team.
  • Reviewer Name: A Verified Reviewer
    Position: Owner, PR firm
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ALMOST the single greatest database ever made

    Date: Feb 18 2023
    Summary

    If you're into being completely organized, having necessary info easily accessible, and want things YOUR way, ACT! is the database for you.

    Positive

    It's easy to use (if you're a dedicated Windows user), the Search function is fabulous, you can build your own template layout, put fields where you want them, create your own background design, keep detailed records about transactions/communications. It truly is ALMOST the single greatest database ever made.

    Negative

    Why ALMOST? It's available only for Windows - please make it for Macintosh again, like you did back in the 90s, and it WILL be the single greatest database EVER made!

    Read More...
    Official Act! Response
    Date: Feb 23 2023
    Thank you for your feedback. We love hearing how our customers are using Act! and are happy to hear that the Search, template design, and customizability are helping you and your business.
  • Reviewer Name: Eolimary P.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act! Helps maintain communication with potential customers.

    Date: Feb 26 2023
    Summary

    Act! became a very solvent platform for us, since this service helped us maintain a stable quality of service for our clients, the platform allowed us to register each of the clients in a list, we were able to register all the privileged contact information for each client, in order not to lose sight of our clients and not lose their contact details, this platform helped us a lot when it came to having constant communication with clients, attending to each of the requirements, creating automated systems to meet specific requirements and also allowed us to have an automation of marketing campaigns, so that our clients received automated emails or automated responses depending on their interaction with the campaign sent. We have been using this platform for a period of two years, we really do not regret having started using it, since it has allowed us to retain more than 200 clients since we started using it, in addition, we have managed to automate the vast majority of actions to execute in each advertising campaign. I believe that the only negative effect that has to be improved on this platform is the high prices that it offers its users, nothing else.

    Positive

    Act! is an infallible platform when it comes to communicating with the client, this platform is essential to be able to have a constant retention of negotiations, one of the first features that I liked about this platform is the ability it has to do automatic analysis, This platform offers me a system which allows me to generate automated analysis, it is capable of collecting all the information regarding the negotiations and the potential client registered within the platform, in this way it offers you a detailed report on the rate of satisfaction with clients. , the total deals completed, the total deals canceled and many other statistics, I consider that these automatic statistics help me a lot to save time when it comes to obtaining detailed reports. The platform has mobile access, through an application, this application is quite beneficial when it comes to organizing your sales automation system, in addition, you can also perform marketing automation through this application, I consider this application to be quite functional and beneficial . This platform has a drag and drop system, which allows you to create an automated system in a matter of seconds, you just have to drag and drop each of the actions that have to be executed when the client requires it, so that this can be executed quickly. through the marketing system. This pretty perfect CRM system offers you constant communication with your potential client so that you can retain them for as long as possible, also offers an immediate registration to your contacts page for each potential client, so that you can have privileged contact information, in addition , you will have a system that will help you follow up on each potential client to meet all the requirements during the negotiation process.

    Negative

    The main problem that can be found within this platform is in relation to the high prices that it manages for each of its plans, I consider that the CRM system of this platform is quite functional and allows for fairly continuous customer retention, however Compared to its competition, there are many better options currently and that have more affordable prices, which is why I consider that this platform is not the best option to consider when you are looking for CRM software. In addition, the support team of this platform is not so professional and does not respond to the requirements on time, therefore, you can have various questions at any time and the support team will take more than 48 hours to attend to these requirements. I do not recommend contacting to support in act!

    Read More...
    Official Act! Response
    Date: Mar 03 2023
    Thank you Eolimary, for your feedback. We appreciate the opportunity to learn that Act!’s analytics, reporting, and marketing automation features are helping you with your customer negotiations and retention. We are sorry to hear you had a poor experience with our Support as we devote a lot of resources to Customer Success because we know it’s critical to our combined success. We hope you’ll give our Support team another try at https://www.act.com/resources/contact/ or call 866-873-2006. In addition, we strive to keep Act! affordable for today's small businesses while delivering meaningful, scalable features and customizability as many other CRMs are significantly more expensive. For example, Act! Premium is currently starting at only $30/user/mo vs. Salesforce at $150, SugarCRM at $85, and Keap at $149.
  • Reviewer Name: Gerry A.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act! is great!

    Date: Jun 07 2023
    Summary

    I'm a client for more then 10 years and don't look for a change. Price is competitive and service from tech support is good most of the time.

    Positive

    Changes are not significant every year, they listen to the customers.

    Integration is good with other products.

    Negative

    Complex sql, I have to call most of the time tech support.

    Read More...
    Official Act! Response
    Date: Jun 08 2023
    We appreciate you, Gerry, for taking the time to let us know what you like about Act!. And you're right! We do listen to our customers and we really value your feedback! Thank you for being part of our family for more than 10 years!
  • Reviewer Name: A Verified Reviewer
    Position: Office Manager / Senior Adminstrator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great software for managing our online course

    Date: Jun 23 2023
    Summary

    We have used ACT! software to manage our online training course since 2004 - almost 20 years! We manages 8 different classes per year in different enrollment plans (Individual, Married Couple, Group License, etc.) and ACT! helps us keep everyone organized and grouped correctly, sending the exact lesson for each class. It is a small compared to bigger companies but it is mighty and does everything we need it to.

    Positive

    I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.

    Negative

    It does SO much more than I use it for. I wish I had time to watch more training videos.

    Read More...
    Official Act! Response
    Date: Jun 30 2023
    We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. And, we'd love to learn more about your business if you'd like to share your Act! Success Story. It's easy - just paste this link into your browser to get started. Thanks again for sharing and we wish continued success to you! https://www.act.com/success-stories/
  • Reviewer Name: John D.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Support

    Date: Jun 17 2023
    Summary

    Far exceeded my expectations. I did not expect them to respond so quickly but they did. They were super nice throughout the whole ordeal.

    Positive

    I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!

    Negative

    For me, there were no cons. They did everything they said they were going to do.

    Read More...
    Official Act! Response
    Date: Jun 30 2023
    Hi John, we are happy to hear that our Support Team was able to resolve your issue in a timely manner. When you're successful, we're successful so we dedicate a lot of resources to our support team and resources. We wish you all the best!
  • Reviewer Name: Kim R.
    Position: IT Director
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ACT! has its idiosyncrasies

    Date: Feb 08 2023
    Summary

    During the update process, Support was difficult at best, because the main phrase was, cannot assist with anything else until you upgrade to the latest, then after updating to the latest, it became get more licenses, then an internet outage caused the database to be locked, and I had to work with a consultant for 1000 dollars in fees to get the system back up and usable.

    Positive

    Once in the system, able to easily search and updated records, add entries, work with current data and notes.

    Negative

    Takes a long time to load, even after adding more RAM to the server side, replacing network infrastructure for more reliable communication across the network and doubled the speed of the internet.

    Read More...
    Official Act! Response
    Date: Feb 23 2023
    Kim – Thank you for letting us know about this - this is not the experience we strive to provide our customers. Please reach out to https://www.act.com/resources/contact/ or call 866-873-2006 so we can get a few more details, and provide some possible solutions.
  • Reviewer Name: Priscilla Z.
    Position: Sales & Business Development
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use

    Date: Jun 22 2023
    Summary

    Act! meets our company's needs for now. I am excited to see what new/better feature will be on the horizon. There are MANY other programs out there that do more in the way of marketing, and social media presence, but my company is new at that also, so I think it will be nice to "grow together".

    Positive

    Act! is pretty easy to use, and to navigate through. It is great to help me organize the tasks that need to be done. I LOVE that I can prioritize my tasks, set alerts/reminders, and roll over any tasks that I couldn't get done today, into tomorrow's list, and they will all be prioritized again tomorrow!

    Negative

    I do not like that I have to walk through every single duplicate entry and consolidate them myself. Unfortunately, someone else entered a lot of duplicates that I need to fix. The Act! Companion never works well when I am traveling, and the business card scanning feature is useless.

    Read More...
    Official Act! Response
    Date: Jun 30 2023
    HI Priscilla, – Thank you for your review and letting us know how Act! is helping you with your task management. We are sorry, however, to hear you’re having trouble with consolidating duplicates and using Act! Companion. We want to help as best we can. Please visit https://www.act.com/resources/contact/ or give us a call 866-873-2006 to see how we can provide some assistance. We look forward to speaking with you.
  • Reviewer Name: Jeff A.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Newest Version of ACT

    Date: Feb 08 2023
    Summary

    Ok, it's been a big learning curve from the old desktop version I have as far as where everything is located but I'm getting there. If the bugs can be worked out, I'll be happier. In the 1990's when Pat had Sales Logix, I was a corporate trainer for Iron Mountain and went up and down the east coast training them on this product, so I do know my way around a CRM product.

    Positive

    Seems like a reasonable CRM product. Seems like a reasonable CRM product. Seems like a reasonable CRM product. Seems like a reasonable CRM product.

    Negative

    Takes too long to load, kicks me out after a while, have to restart it often. Still use a desktop version from 2007 that works flawlessly. Major issue with the APP for my phone (Samsung Galaxy S21 5G), tried customer service, didn't work. Can load it on other phones but not mine. Went to Verizon, they went through the phone and said everything is up to date and working. This started after I renewed and loaded the most recent version. I need this to work on my phone. Verizon mentioned could be some sort of issue with your newest version and my specific model.

    Read More...
    Official Act! Response
    Date: Feb 10 2023
    Jeff – Thanks for sharing your feedback, and we’re sorry you’re experiencing a problem like this, we devote a lot of resources to Customer Success because we know it’s critical to all of our success. We hope you’ll give our Support team another try at https://www.act.com/resources/contact/ or call 866-873-2006.
  • Reviewer Name: James W.
    Position: Sales and Business Development Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    CRM Manager

    Date: Feb 08 2023
    Summary

    Excellent. It serves the purpose my company and I want to achieve with it. It is powerful and we can utilize many of its capabilities. WE can group contacts and plan our days more efficiently.

    Positive

    I like ability to design the program to suit our needs. It is simple to navigate and store important information. The search bar allows easy access to find information.

    Negative

    It is not that i don't like it, but this software is powerful and i have not utilized it 100%

    Read More...
    Official Act! Response
    Date: Feb 10 2023
    Thank you, James, for your review and feedback. We really appreciate you taking the time to let us know how you are using Act! in your business.
  • Reviewer Name: George P.
    Position: Director of Business Development
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act Issues Help

    Date: Feb 08 2023
    Summary

    I would recommend ACT. I have no issues with using ACT and it is truly a great help in my daily tasks.

    Positive

    the staff members who i have spoke with at ACT regarding issues i have had are great. Very knowledgeable and easy to work with.

    Negative

    I truly can't say that I have any issues. Only possible issue would be wait time for a staff member to connect. But that is very seldom.

    Read More...
    Official Act! Response
    Date: Feb 10 2023
    George - Thank you for taking the time to share that Act! is making your workday a little easier, especially the help with your daily tasks. We love hearing from our customers, so thanks again for sharing - this made our day!
  • Reviewer Name: A Verified Reviewer
    Position: Certified Financial Planner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act! For Business.

    Updated: Feb 08 2023
    Summary

    It works, for what we need it to do.
    The program seems slow, but it functions.
    Have looked into other programs, but it's almost impossible to migrate data.

    Positive

    Ease of use. Graphics are easy to read.
    Scheduling is simple, and making changes is a breeze.
    Adding notes is helpful as well.

    Negative

    Technology seems a bit outdated.
    Program seems slow.

    Read More...
    Official Act! Response
    Date: Feb 14 2023
    Thank you for your feedback. We are happy to hear that Act! is helping you with your scheduling, keeping your data up to date, and adding and managing your notes. We are excited about lots of UI and UX updates that are in the works and will be going live on an ongoing basis as we continually strive to improve our customers' user experience!
  • Reviewer Name: Bert H.
    Position: President
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Used to Be Best-in-Class, Not Since Sold to Swiftpage

    Date: Feb 08 2023
    Summary

    ACT!'s best days are behind it. While the options for small businesses is not very attractive; I probably would look to Goldmine.

    Unfortunately, I keep using ACT!, because I don't have the time to change. But, if I can ever afford an IT type person; my company will probably switch to some other option.

    Positive

    ACT! use to be the premier contact manager for small businesses. It was absolutely fantastic in the 80's & 90's. The best reason to own ACT! was because you could store all your contact management in one place and it was easy to use; had versatile templates and you could send multiple emails to a contact easily.

    Negative

    In the past 10-years, ACT! has really fallen apart. Not enough investment by the new owners. They are just milking the old product to point of obsolescence. Recently, they came out with a few upgrades in they were total BS! This is the only upgrades you were capable of making in the past year?
    Anyway, now they push their subscription business! It is slow, cumbersome and the if you elect to do an email blast, there is always some hang-up.

    Read More...
    Official Act! Response
    Date: Feb 21 2023
    Thank you, Bert for taking the time to share this. We value your feedback! It sounds as though you are using an older version of Act! and we hope you'll find this webpage that describes our more recent offerings helpful: www.act.com/upgrade-center/
  • Reviewer Name: Mike K.
    Position: Sales
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act Review

    Date: Feb 08 2023
    Summary

    Overall, this is a very good product and allows the user to customize it for his particular applications.

    Positive

    I have shifted from the self-hosted version to the cloud based. The ability to incorporate my phone has been a big plus. All sales information is constantly at my fingertips.

    Negative

    Sometimes it is slow. Obviously, a lot depends on the internet connection. But in general, it is a very sound product.

    Read More...
    Official Act! Response
    Date: Feb 10 2023
    Hey thanks, Mike, it sounds like Act! is helping you out. You’re helping us out by spreading the word - so thanks for taking the time to share!
  • Reviewer Name: Ed M.
    Position: Analyst
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great database

    Date: Feb 08 2023
    Summary

    Very good good customer support.

    Positive

    Ease of use.
    Cost.

    Negative

    Editing function in text box is still very rudimentary. There is no cut paste feature unless one goes to the keyboard for example. The formatting box follows you wherever your cursor is. When you’re typing in a small box, the formatting box covers the whole screen.

    Read More...
    Official Act! Response
    Updated: Feb 14 2023
    This is great feedback, Ed. Some of our favorite features have come from the suggestions of power users like you! We invite you to please submit a feature request by visiting this URL. Thank you again for your feedback. https://actlink.info/40XVmWQ
  • Reviewer Name: Ken J.
    Position: Sales Mgr
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    ACT - My Main Sales Tool

    Date: Feb 08 2023
    Summary

    Overall, I am happy with the program in that it has met my needs over the years. ACT appears to cater to large organizations these days; whereas it was more suited to the smaller organization many years ago when it was first introduced.

    Positive

    As a CRM the program is simple to use and provides me with a quick and easy tool to keep track of all my customers, organize my time using the calendar, keep notes covering customer activity and most recently create and transmit e-blasts to my customers.
    Also tech support is excellent, available through the majority of the week and the wait time is satisfactory.

    Negative

    For a small organization (like ours) the program cost is becoming too expensive. Also, the program is not as intuitive as it was in the early years.
    I have complained in the past about the functionality of the "NOTES" section and still to day the NOTES section needs to be improved; especially when pasting in text, images and charts from a MS Outlook email.

    Read More...
    Official Act! Response
    Updated: Feb 14 2023
    Thanks, Ken for bringing your notes issue to our attention. We’re always looking to make Act! more valuable to professionals the world over. We hope that you will please reach out to support@act.com so we can discuss this further.
  • Reviewer Name: Eugene S.
    Position: Agency Principal
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Act

    Date: Feb 08 2023
    Summary

    This is our only experience with a CRM but this seems to take care of our needs. I wish the architecture was directed a little more to the insurance field.

    Positive

    Support is usually very prompt. They have a good reputation and the stability of the software has been acceptable.

    Negative

    The total cost of usage. The structure is really not suited for the Insurance field.

    Read More...
    Official Act! Response
    Date: Feb 14 2023
    Hi Eugene! We are happy to hear that Act!'s Support team has been helpful to you! We devote a lot of resources to Customer Success because we know it’s critical to our customers. In addition, we appreciate your feedback regarding insurance customizations and invite you to please submit a feature request letting us know what you'd like included by visiting this URL. Thank you again for your feedback. https://actlink.info/40XVmWQ
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