What is Act!?
Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
Pricing
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Company Facts
Product Details
Product Details
Act! Categories and Features
Social CRM Software
Act! empowers you to transform social interactions into genuine customer connections. You can gather leads generated from social media campaigns using landing pages and web forms, and effortlessly integrate new contacts from platforms like Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated in a single record, allowing you to tailor your follow-ups with the perfect message at the optimal moment. Combine your social efforts with email marketing, surveys, and events to maintain engagement well beyond the social media feed.
Sales Tracking Software
Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, users can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they fall through the cracks. The platform records all activities, including calls, emails, and meetings, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, enabling accurate forecasting. Additionally, interactive quotes and payment options facilitate quicker deal closures.
Real Estate Lead Generation Software
Act! empowers real estate agents to effectively attract and transform leads into clients. Create customized landing pages and web forms specifically for property listings, open houses, and home appraisals, seamlessly integrating all submissions into your CRM. Every incoming lead can initiate an automatic follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor leads using an intuitive visual pipeline, and utilize the Act! Companion mobile application to maintain engagement while on the go, even between property viewings.
Real Estate CRM Software
In the real estate world, success relies heavily on connections, recommendations, and the right timing. Act! provides agents and brokerages with a comprehensive solution to manage every buyer, seller, and referral partner efficiently. It centralizes all contact information and maintains a complete history of interactions, along with automated reminders for follow-ups. Users can monitor listings and transactions using a visual pipeline, remain memorable through email drip campaigns, and gather new leads via web forms and landing pages. The Act! Companion mobile application ensures that contact information is readily accessible between showings. Each plan includes complimentary onboarding and a dedicated Account Manager for personalized support.
Online Form Builders
Every Act! Advantage plan comes with access to Act! Web Lead Forms. You can easily create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, all without the need for coding. Once you’ve built your forms, simply embed them on your website or share them online. In contrast to independent form builders, every submission is directly integrated into your CRM. These forms can add new contacts, update existing ones, set follow-up tasks, create sales opportunities, initiate drip marketing campaigns, and even facilitate payment collection. For those on Professional and Ultimate plans, advanced Web Lead Forms are also offered.
Marketing Automation Software
Act! offers an integrated solution that merges customer relationship management (CRM) with marketing automation, specifically tailored for small enterprises. You can effortlessly set up automated drip campaigns to cultivate leads, while utilizing web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features such as lead scoring and tracking of website interactions allow you to identify which prospects are most interested and prepared to make a purchase. Each engagement is linked back to the individual contact profile, ensuring that both marketing and sales teams operate using the same information. To facilitate a smooth start, free onboarding services and a dedicated Account Manager are provided to help you launch your initial campaigns quickly.
Legal CRM Software
Law firms expand their business by leveraging referrals, maintaining a strong reputation, and providing attentive client service. Act! helps to streamline client management by consolidating clients, prospects, and referral contacts into a single platform, complete with comprehensive contact history and automated reminders for follow-ups. Gather new inquiries seamlessly using web forms, monitor potential cases through an intuitive visual pipeline, and nurture relationships with previous clients using targeted email campaigns. You can operate Act! either in the cloud or locally with Act! Premium Desktop, ensuring complete oversight of sensitive information.
Lead Management Software
Act! empowers small enterprises to oversee their leads from initial interaction to final transaction. Fresh leads generated from web forms, landing pages, and events are seamlessly integrated into Act!, allowing you to categorize them, designate follow-up actions, and monitor their advancement using a visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature in Act! Advantage Ultimate highlights the most active prospects. With sales and marketing utilizing a unified database, no lead is overlooked as it transitions between departments.
Lead Capture Software
Act! streamlines the process of lead management by directly funneling leads from your website into your CRM system. Every Act! Advantage subscription comes with Act! Web Lead Forms, which can easily be integrated into your site or distributed as a link without the need for any coding skills. Each lead submission has the capability to either create or update a contact, set a follow-up task, initiate an opportunity, or kick off an email drip campaign. Additionally, by utilizing landing pages, surveys, website chat features, and event registration, you can further enhance your lead capture efforts, all integrated within a single platform.
Landing Page Builder
Act! provides an intuitive platform for creating landing pages designed to gather leads and seamlessly integrate them into your CRM system. By combining these landing pages with Act! web forms, you can efficiently collect contact information and set off automated follow-up actions, such as task assignments, opportunity tracking, or email drip campaigns. There's no need for any coding skills, and each entry is directly linked to a contact record, allowing you to track which pages successfully convert visitors into clients. Landing pages are just one feature of Act! Marketing, which also includes tools for email campaigns, surveys, and event management, all conveniently contained within your CRM.
Insurance CRM Software
Insurance firms expand by focusing on renewals, cross-selling opportunities, and nurturing enduring client connections. Act! consolidates all policyholders' contact information and histories in a single location, offering automated reminders for renewals and follow-ups. Organize clients into dynamic groups, create tailored email campaigns, and monitor new business through an intuitive visual pipeline. Act! upholds SOC 2 compliance standards and can be operated in the cloud or on-premises via Act! Premium Desktop. Complimentary onboarding and a personal Account Manager are provided as part of the service.
Hotel CRM Software
The success of hotels, inns, and hospitality establishments depends heavily on returning guests and exceptional service. Act! centralizes guest and group information, including preferences and past interactions, allowing your staff to tailor each visit and subsequent communication. You can launch email marketing campaigns for seasonal promotions, organize and oversee events, and collect insights through surveys. With automated reminders, you can effortlessly maintain communication with guests before and after their stay, transforming first-time visitors into repeat patrons.
Healthcare CRM Software
Effective health and wellness strategies depend on fostering robust, personal connections with clients. Act! consolidates client information, including contact details, scheduled appointments, follow-up notes, and interaction records, all in one convenient platform. The online appointment booking feature enables clients to schedule their sessions easily, while automated reminders ensure that follow-ups are timely. Additionally, email marketing campaigns help keep your community updated. Act! adheres to SOC 2 compliance standards and is available both in the cloud and on-premises through Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you’ll receive support tailored to align Act! with the specific needs of your practice.
Financial CRM Software
Financial advisors and their firms rely heavily on trust and enduring relationships to thrive. Act! consolidates all of your client interactions, including contact histories, notes, and meetings, into a single accessible platform, ensuring you are always ready for your discussions. You can categorize clients using dynamic groups, set up automated reminders for reviews and check-ins, and launch customized email campaigns, all from one location. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or on-premises with Act! Premium Desktop, giving you complete oversight of your data. Additionally, the service includes complimentary onboarding and a dedicated Account Manager to assist you.
Email Marketing Software
Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linking it to your CRM. You can create campaigns using ready-made templates, customize them with your contact information, and establish automated drip campaigns for consistent follow-ups. Since email functionality is embedded within your CRM, each open and click is directly associated with the corresponding contact record and sales pipeline, providing sales teams with clear insights into engagement levels. The pricing structure is based on users rather than the number of contacts, meaning that expanding your list won’t increase your costs. The Act! Advantage Ultimate plan allows for up to 50,000 email sends each month.
Contact Management Software
Act! began its journey with contact management, and it remains central to our operations. The platform consolidates all interactions—calls, emails, meetings, notes, and historical data—into a single, shared record, providing your team with a comprehensive view of each contact. You can effortlessly categorize contacts using dynamic groups that refresh in real-time, create reminders to ensure timely follow-ups, and integrate your emails directly from Outlook using the Act! Sidebar. Plus, with the Act! Companion mobile app, you can access all this information while on the move. Trusted by over 800,000 users globally.
Construction CRM Software
Construction and trading companies secure projects by leveraging connections, submitting bids, and maintaining follow-ups. Act! consolidates contacts, project leads, and proposals into a single platform, ensuring that nothing falls through the cracks from the initial site assessment to the finalized agreement. Monitor bids via an intuitive visual pipeline, create interactive quotes that clients can approve and pay for online, and establish reminders for follow-ups and recurring projects. Web forms facilitate the direct entry of new inquiries into Act!, while the Act! Companion mobile application ensures that essential information is readily available on-site. Each subscription comes with complimentary onboarding and access to a dedicated Account Manager.
CRM Software
Act! is a customer relationship management tool designed specifically for small to medium-sized enterprises that thrive on personal connections. This platform seamlessly integrates sales, marketing, and customer management, allowing all your contacts, transactions, follow-ups, and email marketing efforts to be managed in one centralized location. Each Act! Advantage subscription comes equipped with features like email marketing, customizable web forms, online scheduling, and interactive quotations and payment options. Additionally, users benefit from complimentary personalized onboarding and access to a dedicated Account Manager. With over 800,000 users globally and a legacy spanning more than 39 years, Act! has earned recognition as a finalist for the 2026 CRMmys in the category of Best CRM for Small Business. Choose between a cloud-based solution or the option to run Act! locally with Act! Premium Desktop.
Business Management Software
Act! provides a comprehensive solution for small businesses to handle all aspects of customer management in a single platform. This includes managing contacts, tracking sales leads, launching marketing initiatives, scheduling appointments, generating quotes, and processing payments. By utilizing this unified system, your team can access shared customer data and establish clear action plans without the need for multiple tools. The platform features intuitive dashboards and reports that offer a quick overview of your sales pipeline and overall activity. Additionally, Act! seamlessly integrates with popular applications like Outlook, RingCentral, and Zapier, enhancing your existing workflow. For more than 39 years, Act! has been instrumental in fostering growth for small businesses.
Automotive CRM Software
Automotive dealerships and service centers rely heavily on maintaining a loyal customer base and prompt communication. Act! centralizes customer contact information and interaction logs, enabling your team to engage at optimal times, whether it's for service notifications or trade-in promotions. Streamline your marketing efforts by automating email campaigns that remind customers about maintenance and showcase special offers. Monitor sales prospects visually with an intuitive pipeline and easily gather new leads through web forms. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.
More Act! Categories
eCommerce CRM
Act! empowers eCommerce enterprises to transform occasional purchasers into devoted clientele. By integrating Zapier, you can import order histories from platforms like Shopify and BigCommerce into Act!, ensuring that each customer profile reflects their purchase history. Create customer segments using dynamic groups, execute personalized email campaigns and automated drip sequences, and collect insights through surveys. Capture new subscribers and leads via landing pages and web forms, all seamlessly linked to a single CRM system.
Sales Management
Act! empowers small business proprietors and sales leaders to maintain team focus and accountability. With a comprehensive overview of each representative's pipeline, activities, and follow-up actions all in one location, users can leverage dashboards and reports to monitor performance and predict revenue. The shared contact history ensures continuity, so no one has to start over when a deal is transferred. The platform integrates email marketing, quoting, and payment processing, streamlining the entire sales journey. Additionally, a dedicated Account Manager is available to maximize the benefits of all features for your team.
Retail CRM
Retailers achieve success by transforming one-time shoppers into loyal patrons. Act! consolidates customer contacts and their purchase histories in a single platform, enabling you to tailor offers and connect at the optimal moment. Launch email marketing campaigns for special promotions and events, collect insights through surveys, and categorize customers using dynamic groups. Integrate Shopify and BigCommerce order data into Act! with Zapier, allowing your sales information and marketing efforts to work in harmony.
Restaurant CRM
Restaurants and food establishments thrive by building a loyal customer base, securing catering contracts, and forging strong relationships within the community. Act! consolidates all guest, catering, and vendor information in one central location, providing a complete history and reminders for follow-up actions. You can launch email marketing campaigns to promote specials and upcoming events, gather customer feedback through surveys, and manage catering and event requests via web forms. Additionally, the platform offers online appointment scheduling, allowing clients to effortlessly arrange tastings or consultations.
Pharma CRM
Sales teams in the pharmaceutical and life sciences sectors depend on robust connections with healthcare providers, partners, and distributors. Act! consolidates contacts, meetings, and notes into a single platform, ensuring representatives are well-prepared for each appointment. The tool allows users to monitor opportunities via a graphical pipeline, set up follow-up reminders automatically, and access the Act! Companion mobile app while on the go. Act! adheres to SOC 2 compliance standards and provides options for both cloud and on-premises deployment, along with complimentary onboarding and a dedicated Account Manager to support users.
Opportunity Management
Act! streamlines opportunity management for small enterprises. Effortlessly generate opportunities from your contacts or submissions via web forms, navigate them through various pipeline phases, and designate specific next actions and responsible individuals. Instantly view deal worth, stage progression, and anticipated closing dates, and leverage dashboards for revenue forecasting. Generate dynamic quotes that customers can easily accept and pay online, while automated reminders ensure that every transaction progresses smoothly.
Mortgage CRM
Mortgage experts secure clients primarily via referrals, prompt follow-ups, and building trust. Act! provides a centralized platform for managing borrowers, referral partners, and real estate agents, ensuring access to comprehensive contact histories and automated reminders for important dates. Users can monitor loans through a visual pipeline, keep in touch with former clients via automated email marketing, and gather new leads through web forms. Act! is SOC 2 compliant and offers complimentary onboarding along with a dedicated Account Manager for each subscription plan.
Marketing CRM
Act! integrates customer relationship management (CRM) and marketing functionalities into a single platform designed specifically for small enterprises. It offers a suite of features including email marketing, automated drip campaigns, landing page creation, web forms, surveys, and event organization, all linked to your contact database. This seamless connection allows the marketing team to track which campaigns lead to actual sales, while the sales team can view the engagement history of each lead prior to their initial outreach. Additionally, the pricing structure is based on the number of users rather than the number of contacts, ensuring that expanding your audience does not increase your costs.
Manufacturing CRM
Producers depend on enduring partnerships with distributors, retailers, and B2B clients. Act! consolidates all accounts, contacts, and interactions into a single platform, enabling sales and service teams to access comprehensive histories. Monitor quotes and prospects via a visual sales pipeline, dispatch interactive quotes that customers can approve online, and establish reminders for reorders and follow-ups. Dashboards provide a quick overview of your pipeline and activities, while a dedicated Account Manager customizes Act! to align with your sales methodology.
Law Firm Marketing
Act! provides a comprehensive solution for law firms to enhance their marketing efforts and cultivate referral relationships all in one place. Utilize integrated email marketing to distribute newsletters and practice updates, generate leads through web forms and landing pages, and maintain engagement with referral sources through automated follow-up messages. Each inquiry and response from campaigns is linked to the corresponding contact record, allowing you to track which strategies attract new clients. With complimentary onboarding and a dedicated Account Manager, you'll have the support needed to hit the ground running.
Hedge Fund CRM
Investment companies and asset managers rely on well-structured and private relationship information. Act! consolidates investors, potential clients, and collaborators in a single platform, providing comprehensive contact records, meeting summaries, and reminders for follow-ups. You can categorize contacts into dynamic groups and deliver focused updates via email marketing campaigns. For firms seeking complete authority over their data, Act! Premium Desktop operates on-site, ensuring adherence to SOC 2 standards. A personal Account Manager is available to customize Act! according to your firm's specific needs.
Distribution CRM
Distributors and wholesalers rely heavily on maintaining robust connections with their suppliers, dealers, and customers. Act! ensures that all accounts and contacts are meticulously organized, providing a comprehensive record of calls, emails, and meetings. You can monitor quotes and orders as potential opportunities within a visual pipeline, establish reminders for reorders and account evaluations, and dispatch email updates to targeted customer segments. Additionally, the Act! Companion mobile application allows sales representatives to access account information conveniently while on the go.
Banking CRM
Community banks and credit unions foster customer loyalty by providing personalized service. Act! consolidates customer and member interactions, conversations, and follow-ups into a single platform, ensuring that each banker can access the complete relationship history. Users can categorize clients using dynamic groups, launch targeted email marketing campaigns, and set up reminders for assessments and renewals. Act! also adheres to SOC 2 compliance standards and offers on-premises deployment options via Act! Premium Desktop for organizations that require comprehensive data management control.
B2B Sales Tools
Act! provides B2B sales teams with a comprehensive solution that consolidates key functionalities into a single platform. It includes features such as managing contacts and accounts, a visual representation of the sales pipeline, activity monitoring, handling quotes and payments, along with integrated email marketing. Users can easily log emails from Outlook using the Act! Sidebar, make calls and send texts directly from customer profiles with the RingCentral integration (available in Professional and Ultimate plans), and link additional applications via Zapier. Managers can stay updated through intuitive dashboards, while complimentary onboarding and a dedicated Account Manager ensure your team can hit the ground running.
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Would you Recommend to Others? 10 out of 10
Using ACT for 20+ years
5 out of 5 stars Date: Oct 26 2026SummaryI Love this product. I tell every salesman to "live in ACT" and you will win sales, grow customers and give the best customer experience
PositiveThis product has been and remains the gold standard for CRM. I have used this both professionally and personally for 20+ years
NegativeSome 3rd party add on could be improved. The basic system is great.
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Would you Recommend to Others? 10 out of 10
ACT Saved our Nonprofit
5 out of 5 stars Date: Jul 31 2024SummaryAct! 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.PositiveWith 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.
NegativeWe 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.
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Would you Recommend to Others? 7 out of 10
Great Program! But...ver. 24 loads Pro VERY SLOWLY...
3 out of 5 stars Date: Feb 08 2023SummaryGood. 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!
PositiveOverall great program, used it for over 20 yrs. Very useful, user friendly. Consistent interface over the years.
NegativeNew 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.
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Would you Recommend to Others? 4 out of 10
Used to be a great program.
3 out of 5 stars Date: Feb 09 2023SummaryI'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.PositiveCustomer and sales process tracking, along with document templates are the functions I use on a daily basis.
NegativeLocks 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.
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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.Official Act! Response -
Would you Recommend to Others? 8 out of 10
ACT Migration and Update
4 out of 5 stars Date: Jun 14 2023SummaryOverall 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.
PositiveThat 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.
NegativeMy IT guy giving me a heart attack, luckily your IT guys saved his butt.
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Would you Recommend to Others? 10 out of 10
ALMOST the single greatest database ever made
4 out of 5 stars Date: Feb 18 2023SummaryIf you're into being completely organized, having necessary info easily accessible, and want things YOUR way, ACT! is the database for you.
PositiveIt'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.
NegativeWhy 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!
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Would you Recommend to Others? 9 out of 10
Act! Helps maintain communication with potential customers.
4 out of 5 stars Date: Feb 26 2023SummaryAct! 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.
PositiveAct! 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.
NegativeThe 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!
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Would you Recommend to Others? 10 out of 10
Act! is great!
5 out of 5 stars Date: Jun 07 2023SummaryI'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.
PositiveChanges are not significant every year, they listen to the customers.
Integration is good with other products.NegativeComplex sql, I have to call most of the time tech support.
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Would you Recommend to Others? 10 out of 10
Great software for managing our online course
5 out of 5 stars Date: Jun 23 2023SummaryWe 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.
PositiveI can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.
NegativeIt does SO much more than I use it for. I wish I had time to watch more training videos.
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Would you Recommend to Others? 10 out of 10
Support
5 out of 5 stars Date: Jun 17 2023SummaryFar exceeded my expectations. I did not expect them to respond so quickly but they did. They were super nice throughout the whole ordeal.
PositiveI 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!
NegativeFor me, there were no cons. They did everything they said they were going to do.
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Would you Recommend to Others? 7 out of 10
ACT! has its idiosyncrasies
3 out of 5 stars Date: Feb 08 2023SummaryDuring 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.
PositiveOnce in the system, able to easily search and updated records, add entries, work with current data and notes.
NegativeTakes 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.
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Would you Recommend to Others? 7 out of 10
Easy to use
4 out of 5 stars Date: Jun 22 2023SummaryAct! 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".
PositiveAct! 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!
NegativeI 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.
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Would you Recommend to Others? 7 out of 10
Newest Version of ACT
4 out of 5 stars Date: Feb 08 2023SummaryOk, 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.
PositiveSeems like a reasonable CRM product. Seems like a reasonable CRM product. Seems like a reasonable CRM product. Seems like a reasonable CRM product.
NegativeTakes 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.
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Would you Recommend to Others? 9 out of 10
CRM Manager
5 out of 5 stars Date: Feb 08 2023SummaryExcellent. 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.
PositiveI 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.
NegativeIt is not that i don't like it, but this software is powerful and i have not utilized it 100%
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Would you Recommend to Others? 9 out of 10
Act Issues Help
5 out of 5 stars Date: Feb 08 2023SummaryI would recommend ACT. I have no issues with using ACT and it is truly a great help in my daily tasks.
Positivethe staff members who i have spoke with at ACT regarding issues i have had are great. Very knowledgeable and easy to work with.
NegativeI 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.
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Would you Recommend to Others? 6 out of 10
Act! For Business.
4 out of 5 stars Updated: Feb 08 2023SummaryIt 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.PositiveEase of use. Graphics are easy to read.
Scheduling is simple, and making changes is a breeze.
Adding notes is helpful as well.NegativeTechnology seems a bit outdated.
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Program seems slow.Official Act! Response -
Would you Recommend to Others? 4 out of 10
Used to Be Best-in-Class, Not Since Sold to Swiftpage
2 out of 5 stars Date: Feb 08 2023SummaryACT!'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.PositiveACT! 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.
NegativeIn 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?
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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.Official Act! Response -
Would you Recommend to Others? 9 out of 10
Act Review
5 out of 5 stars Date: Feb 08 2023SummaryOverall, this is a very good product and allows the user to customize it for his particular applications.
PositiveI 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.
NegativeSometimes it is slow. Obviously, a lot depends on the internet connection. But in general, it is a very sound product.
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Would you Recommend to Others? 8 out of 10
Great database
5 out of 5 stars Date: Feb 08 2023SummaryVery good good customer support.
PositiveEase of use.
Cost.NegativeEditing 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.
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Would you Recommend to Others? 8 out of 10
ACT - My Main Sales Tool
5 out of 5 stars Date: Feb 08 2023SummaryOverall, 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.
PositiveAs 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.NegativeFor 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.
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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.Official Act! Response