What Is Act!?
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility!
Who Uses Act!?
Act! empowers small and midsize businesses to build and manage client relationships and leads, so you always have your pipeline of new, repeat, and referral business under control.
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Reviews of Act!
Love the ease of use for both entering data and retrieving info
Comments: 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.
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.
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.
Basic CRM that does the job
ACT is easy to use and does what a CRM is supposed to do: manage contacts and contact information. It is easy to create contacts, companies, links and search for them. It can be used offline which makes it extremely convenient when there is no internet access (eg: business trips). The DB will synchronize when you are back online. Another thing is that it is an off the shelf product: it does not require any development to configure.
The software lacks customizable reports and dashboard. It is extremely complicated to setup a good dashboard with the reports that you need. There is not much options or flexibility, and the display does not always end up being right (missing items). So it is not the best for sales/opportunities management.
10 months ago
We love hearing from our customers Sally, and appreciate you taking the time to let us know how Act! is helping your business. We understand that you found some limitations around reporting and wanted to be sure you had access to these digital resources to help with your customization needs. https://www.act.com/resources/ If there are additional features you'd like to see in Act!, we'd love to know and invite you to please submit a feature request by visiting this URL. https://app.smartsheet.com/b/form/5833907456404e3d99cb5c440433f6a0 Thank you again for your feedback.
ACT CRM, Great Starter CRM.
Comments: For many years that I did use act I really enjoyed it was a great tool getting used to working with it was very easy for me. we did a lot of customization to the dashboard added some imagery additional fields it was really awesome. We didn't get to the point to using their marketing campaign products but the email templates were really awesome really awesome
I really liked the contact management history management email integration and tracking grouping of contacts opportunity groups add opportunity ratings.
Act is a really great entry level CRM it has some functionality's third party capabilities other products you can purchase from the store but it just doesn't have what it takes to get you over the hill when you get a little bit larger
My life in ACT
Comments: Just so good at accessing information and organising future events.
It is so comprehensive and keeps awesome records in an easy to access manner.
Nothing. it does everything i need to eun my life and my business.
4 months ago
Thank you, Michael! We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. We'd love to learn more about your business and highlight it on our Success Story webpage and social channels! If you'd like to share your Act! Success Story, it's easy - just paste this link into your browser to get started. https://www.act.com/success-stories/ We hope to hear from you! Thanks again for sharing and we wish continued success to you!
A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER
Comments: 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
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
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.