Act! Pricing, Features, Reviews & Comparison of Alternatives

Act!

CRM & emarketing together as one.

3.68/5 (641 reviews)

Act! overview

What is Act!?

CRM and emarketing together as one – Act! provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.
www.swiftpage.com

Pricing

Starting from
$15/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Australia

Supported languages

English, French, German
Act! screenshotAct! screenshot: Powerful Marketing Automation - Real-time ResultsAct! screenshot: Act! Marketing Automation - Comprehensive Campaign ManagementAct! screenshot: Pipeline Management View with Additional KPIsAct! screenshot: Act! Marketing Automation Template EditorAct! screenshot: Act! Marketing Automation - Visual Workflow DesignerAct! screenshot: Actionable Business InsightsAct! screenshot: Act! CRM Appli Mobile

Act! user reviews

Value for money
Features
Ease of use
Customer support
  3.7
  3.7
  3.7
  3.3
Thomas Olsen

Love the ease of use for both entering data and retrieving info

Used daily for 2+ years
Reviewed 2018-05-07
Review Source: Capterra

I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Pros
The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Cons
I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Tammy Williams

ACT! for Insurance/Financial Advisors

Used daily for 2+ years
Reviewed 2020-10-14
Review Source: Capterra

I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.

Pros
The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.

Cons
They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Michelle DiCarmine

Act! through the years

Used daily for 2+ years
Reviewed 2021-02-19
Review Source: Capterra

I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs, AR, AP, reporting, generate documents, calendar, follow up, email all through Act! and have micro control of every document and report. I have several users and the addons are endless.

Pros
I began using Act! 20+ years ago the draw for me was the ability to customize the product for my companies needs. I have run my company's database with this software from start up and I have made it work through the years. In the earlier days I was able to automate functionality to stay ahead of trends and have robust productivity far a head of my competitors. As the years have gone on and the product was sold and resold they have updated and brought general users more but have left lifelong users in the dust for profit.

Cons
Subscription services that cripple my ability to utilize the fully purchased/owned product. I feel that the company sold out for recurring subscriptions. I don't care that they want to go to subscription but I do care that I have my feet held to the fire because of it. Users like myself enabled their progress and continued success.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

Minimize review

Bud Moores

22 year plus customer Sage / Act

Used daily for 2+ years
Reviewed 2017-04-16
Review Source: Software Advice

Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

Pros
I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

Cons
Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

Minimize review

Ted Starcher

One of the easiest CRMs to learn yet very robust

Used daily for 2+ years
Reviewed 2021-02-19
Review Source: Capterra

Pros
I really like the layout and tab system for quickly navigating to relevant data and files attached to the case you are working on. ACT! Was the first CRM I learned to use and it has only gotten better with age.

Cons
I had a little difficulty figuring out how to get the datasets i needed to query properly but that wasn't a problem with their platform, it was a lack of knowledge.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Act! pricing

Starting from
$15/month
Pricing options
Subscription
Free trial
View Pricing Plans

Act! CRM Essentials: $15 / user / month
Act! CRM Standard : $30 / user / month
Act! CRM Expert : $45 / user / month

Act! features

API
Calendar Management
Customer Database

Activity Dashboard (326 other apps)
Activity Tracking (207 other apps)
Automatic Notifications (248 other apps)
Contact Management (179 other apps)
Custom Fields (166 other apps)
Customizable Branding (262 other apps)
Customizable Reporting (195 other apps)
Customizable Templates (222 other apps)
Data Import/Export (244 other apps)
Electronic Payments (181 other apps)
Email Integration (231 other apps)
Real Time Reporting (161 other apps)
Reminders (213 other apps)
Reporting & Statistics (347 other apps)
Social Media Integration (208 other apps)
Surveys & Feedback (192 other apps)
Third Party Integration (330 other apps)

Additional information for Act!

Key features of Act!

  • Opportunity management
View All Features

Benefits

Rich Customer Management: Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—Act!—for a complete view of relationships across your team

Organisation : Act! keeps all your contact & customer details (history, notes, etc.) accessible at the same place to easily organise, prioritise and follow-up on prospection and sales activities.

Mobile app: Act! Companion, a mobile CRM app for iPhone®, iPad®, and Android™, keeps you connected to key Act! details from wherever you work

Powerful Emarketing: Optimize all the ways you and your team communicate with prospects and customers to maximize engagement and drive business growth with Act! Marketing Automation.

Dynamic Sales Pipeline Management: Manage opportunities using a simple, out-of the-box sales process or one configured to fit your company’s sales methodology. See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts.

Actionable Business Insights: See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making.

Custom tables: Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.

Popular Apps & Integrations: Connect with Microsoft® Outlook®, Slack™, QuickBooks® Online, Shopify, and hundreds of additional apps that extend the power and reach of Act! with Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.