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Act! Pricing, Features, Reviews and Alternatives

Act! product overview

What is Act!?

Act! CRM empowers small businesses to build and manage client relationships and leads, so you always have your pipeline of new, repeat, and referral business under control. You’ll manage your business with Act! CRM every day, since it’s more than a CRM – it’s got everything you need to stay on top of relationships, see what’s most important and actionable, and run your sales and marketing in one place. That means you’ll be able to make your business even stronger by focusing on what’s most important, rewarding, and enjoyable to you.

Key benefits of using Act!

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Chat
    FAQs/Forum
    Phone Support
    Email/Help Desk
    Knowledge Base

    Training options

    Live Online
    In Person
    Webinars
    Documentation
    Videos

    Act! pricing information

    Value for money

    3.7

    /5

    660

    Price starts from

    No info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Act! features

    Functionality

    3.7

    /5

    660
    Total Features55 8 categories

    Most valued features by users

    API
    Third Party Integrations
    Email Marketing
    Data Import/Export
    Mobile Access
    Customer Database
    Contact Management
    Calendar Management

    Act! users reviews

    Overall rating

    3.7

    /5

    660

    Positive reviews

    65%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.26/10
    Rating distribution

    5

    4

    3

    2

    1

    244

    188

    99

    61

    68

    Pros
    I loved the software because of its user friendly platform and versatility. It allowed me to take great notes and individualize my conversations / emails with my clients.

    RE

    Rhonda E.

    It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing.

    PB

    Paul B.

    ACT! was very helpful in moving our business forward at a time where we mainly needed to focus on contact management. Now that I need a true CRM, there are better alternatives for us.

    David O.

    Cons
    Their most recent "upgrade" has been filled with bugs and a lack desire to fix them. My consultants have been inundated with complaints they have passed on to ACT with no response.

    DR

    Denise R.

    The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

    PB

    Paul B.

    Since being taken over by Swiftpage, it has lost its credibility and support of small businesses due to its inability to integrate with existing Sage accounting software.

    DH

    David H.

    Overall Rating

    Decent crm

    Reviewed a month ago

    Transcript

    Fernando: Hi, my name is Fernando. I'm the owner of a janitorial company. I rate Act a four. And for...

    David O.

    General Manager

    Medical Devices, 11-50 employees

    Review source

    Overall Rating

    Good As A Contact Manager, Not As A 2020 CRM

    Reviewed a year ago

    Transcript

    David: Hi, my name is David. I'm the general manager of a small manufacturing company. And today I'm...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

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

    Reviewed 4 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

    Reviewed 2 years ago

    We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom

    Pros

    I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing

    Cons

    There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Jeremy's Review

    Reviewed 2 months ago
    Pros

    It's easy to keep my tasks managed and know who to contact and when.

    Cons

    It's only utilized well for task management

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Super Disappointed

    Reviewed a month ago
    Pros

    I liked this software to run my credit repair business. Keep track of letter management and clients. It was easy at first.

    Cons

    After you purchase your license, in a year or 2 they discontinue the version and you have to pay for the license all over again. I had purchase 3 licenses and wanted to purchase a 4th one and they said I couldn't that I would have to upgrade to the monthly fee version where you pay monthly per license including for the licenses I already had. Now this year they discontinued the licenses I already...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Information at our finger tips

    Reviewed 11 days ago

    So far things have gone well. I feel as we continue to use the product we will be able to use it in more ways and thus expand and be even more successful. It is a beneficial product that we need to learn how to use to its full capacity.

    Pros

    As a newer user of ACT! I have found it helpful to have a place to capture customer information that I can then easily share with my co-workers. As a small business this gives us the feel of a larger organization, it has helped with our efficiency and effectiveness and has improved customer service. Saving time and being able to capture vital customer information is necessary for our success.

    Cons

    Took a little time to get use to where everything is and how to properly utilize.

    Act! FAQs and common questions

    Act! has the following pricing plans:
    Pricing model: Subscription
    Free Trial: Available


    Act! has the following typical customers:
    Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business


    Act! supports the following languages:
    English


    Act! supports the following devices:
    Android, iPhone, iPad


    Yes, Act! has an API available for use.


    Act! integrates with the following applications:
    Microsoft Outlook, Dropbox Business, Google Workspace, iCloud, Microsoft 365, LinkedIn, Facebook


    Act! offers the following support options:
    Chat, FAQs/Forum, Phone Support, Email/Help Desk, Knowledge Base

    Common Act! comparisons

    Act! logoZoho CRM logo
    Act!vsZoho CRM
    Act! logoAgile CRM logo
    Act!vsAgile CRM
    Act! logoBigContacts logo
    Act!vsBigContacts

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