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Act! CRM has been used by businesses and non-profit organizations for over 20 years, functioning as a reliable CRM system to track …
Starting at $22 per month
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What is Act! CRM?
Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM…
Recent Reviews
Pricing
Essentials
$22
Cloud
per user, per month
Act! Premium - Basic
$37.50
On Premise
per user, per month (billed annually)
Standard
$40
Cloud
per user, per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.act.com/products/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $22 per month
Product Demos
Act Growth Suite - Sales and Marketing Software
YouTube
ACT! CRM Demo: Nutzung im Netzwerk, per Web oder offline unterwegs - deutsch
YouTube
Automatic Web Forms Demo Presentation
YouTube
Act! CRM Demo
YouTube
Act! CRM Demo
YouTube
Product Details
- About
- Integrations
- Tech Details
- FAQs
What is Act! CRM?
Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than a CRM – it’s designed to present everything needed to stay on top of relationships, see what’s most important and actionable, and run sales and marketing in one place.
Act! CRM Integrations
Act! CRM Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | , |
| Mobile Application | No |
Frequently Asked Questions
Act! CRM starts at $22.
Reviewers rate Customer data management / contact management highest, with a score of 9.8.
The most common users of Act! CRM are from Small Businesses (1-50 employees).
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Reviews and Ratings
(64)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Act! CRM has been used by businesses and non-profit organizations for over 20 years, functioning as a reliable CRM system to track prospects, activities, and milestones across the entire organization. With its integration capabilities, Act! CRM seamlessly integrates with Sage Quantum, allowing for efficient management of the sales prospecting process and integration with the Sales Invoicing Customer module.
Act! CRM serves as a valuable tool for managing business and marketing activities, keeping communications organized between the company and potential and existing patrons, vendors, and colleagues. It acts as a repository of history, enabling users to refer to past events and interactions. This software is particularly useful in direct mail marketing and lead generation initiatives, utilizing Swiftpage Connect for email marketing. With its user-friendly interface and available templates for auto mailers, Act! CRM makes it easy to streamline sales development and current client processes. The convenience of mobile applications further enhances productivity by allowing business tasks to be managed on the go.
Act! CRM is widely adopted by sales and marketing teams alike. Marketing teams find value in using Act! CRM for mailing lists, while the software's ability to track activities of outside sales reps effectively manages day-to-day business operations. It also serves as a primary CRM solution used across the entire organization, functioning as a comprehensive database for storing information. Act! CRM is especially beneficial in industries such as insurance, where it facilitates sending targeted emails to agents with information about senior health insurance products.
Moreover, Act! CRM features robust contact management capabilities that allow users to capture details of customers and prospects. It empowers businesses by enabling them to manage contacts effectively, group them by customer type or other criteria, and maintain ongoing notes and updated documents. Additionally, Act! CRM facilitates contact segmentation based on company affiliation, membership status, and participation in committees or work groups. This makes it an invaluable tool for managing communications with various stakeholders such as membership organizations, allied industries, government entities, and product users. The integration with SwiftPage email marketing solution further enhances Act! CRM's functionality by providing lead call lists and integration with surveys and databases.
By leveraging Act! CRM, organizations can track metrics, generate meaningful reports, and make data-driven decisions. With its web-based version allowing multiple users to sign in simultaneously, Act! CRM fosters collaboration by enabling teams to update records and add notes in real-time. Its customizable reporting capabilities also make it a preferred sales database tool for businesses looking to tailor the system to their specific reporting needs.
In summary,
Highly Customizable: Users have praised Act! CRM for its high level of customization, allowing them to tailor the software to their specific business requirements. This flexibility has been appreciated by numerous reviewers, who find it valuable in adapting the software to their unique needs and workflows.
Excellent Sales Pipeline Tracking: Many users have expressed satisfaction with Act! CRM's ability to track activity details in the sales pipeline process. The feature has been described as excellent by multiple reviewers, enabling them to stay organized and effectively monitor their prospecting activities. This functionality ensures that no leads are missed or opportunities overlooked.
Outdated Interface: Some users have expressed dissatisfaction with the dated interface of ACT CRM, stating that it is not as easy to use compared to newer products.
Limited Social Media Marketing Capabilities: Several reviewers have mentioned that the software lacks strong social media marketing capabilities, which can be a drawback for businesses looking to effectively engage with their audience on various platforms.
Issues with Email Campaigns and EMarketing: Users have reported experiencing issues with email campaigns when using the third-party service provided by Swiftpage called EMarketing. Changes made in the software are not always reflected accurately in email campaigns, leading to frustration and inefficiencies in marketing efforts.
Attribute Ratings
Reviews
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
November 05, 2021
ACT! the best CRM for marketing companies
We use ACT! CRM daily. ACT! is the software used for each of our clients and is used for company marketing. ACT! has templates available for auto mailers and is very user-friendly. I have been using ACT! since 2004 and find its feature to be exactly what is needed to manage marketing tasks.
ACT! has mobile applications that help with business tasks on the go. I would highly recommend this software.
- Keeps prospect contact info
- Documents history
- Calendar features
- Connection with a VOIP type system
- Integration with other email applications
- Analytics
September 04, 2020
ACT! Helps you keep your act and business together
I use ACT! to manage the business and marketing side of Kevin Caron Studios. It is pivotal in keeping communications organized between the company and potential and existing patrons, vendors, and colleagues. It helps me keep track of sales leads and serves as a repository of history—it's very helpful to be able to refer to something that happened in the past. Additionally, we use it for direct mail marketing.
- Organize data
- Reminders about appointments and actions.
- Preserve and easily retrieve history.
- I'd like a cleaner interface between Gmail and ACT! without having to have all emails included in ACT!
- I'd like "fuzzier" search. If I search for Mary it could also return Marie, much like the big search engines do.
- I'd like more flexibility in name handling.
May 07, 2020
Swiftpage ACT! works well...support not so much.
We use Swiftpage ACT! across the entire organization to keep metrics on everything from client attendance to how long it takes us to get back to a client seeking information. We track what information was requested, when and how we responded. Swiftpage ACT! does a great job of taking the raw data and converting it to meaningful reports.
- Data Analysis. ACT! does a good job of allowing us to create meaningful reports.
- Keeping track of communication. ACT! integrates with Outlook to record all client communication by e-mail.
- Custom dashboards. We have created custom data entry pages that simplify what we are trying to collect.
- Customer support leaves a lot to be desired. Too often the answer is you can buy this other product that has the functionality that we had before.
- Error reports are not easy to comprehend. Sending out an e-mail blast errors out if the size of the email is over about 2 MB. This is fine but there is no error message at all. It just doesn't send.
- The price is pretty high for a non-profit such as ourselves.
September 07, 2018
ACT! helps you manage your Clients! Great CRM.
ACT! is our CRM package that our Sales reps use to track their customers. It is used by both Sales and Marketing. Marketing only uses it for getting mailing lists to send out information. This program helps management track activities by our Outside Sales Reps and keep track of where they are.
- History. You can archive all your email history for each contact
- Great searchability through contacts!
- Easy way to setup synchronization of remote databases to segment so Reps only have their contacts.
- It is complicated to setup when you are first getting to know it. I recommend having a consultant set it up and then documenting the process so you can reproduce it.
- You have to lock the database when you add/remove items to the drop down lists.
- It could use a mapping function to show a map of all a Sales Rep's territory with Pins in each address. This would allow Sales Reps to view other customers in the areas of their appointments to maximize their productivity by visiting more customers in the same area.
August 26, 2015
ACT! and Swiftpage, a perfect team for your e-mail campaings
We use ACT! as our main database for lead generation together with Swiftpage Connect for e-mail marketing. As we are a small IT consulting company it is being used by 1 person (me) for all marketing activities. We make our newsletters and other e-mail templates in Swiftpage and then use ACT! to send them out to specific groups.
We do not use any other (CRM, Agenda, activities) module of ACT!
We do not use any other (CRM, Agenda, activities) module of ACT!
- What I really like are the interactions between ACT! and Swiftpage, it is a breeze sending out e-mail blasts.
- It is also very easy to keep our prospect and client base synced between ACT! and Outlook.
- You can have your customers interactions with your e-mail blast imported in ACT! so you can select the ones that really opened and clicked your e-mail.
- Not all templates in Swiftpage are as easy as they look, especialy editing advanced templates tends to mess things up.
- Selecting leads on specific interactions within Swiftpage does require some in depth training.
- I would like some marketing automation, to feed the Swiftpage drip campaigns.
September 13, 2014
SwiftPage ACT still delivers value in the age of the Cloud
Score 8 out of 10
Vetted Review
Verified User
While at my former employer, we decided to move down from SalesLogix to SwiftPage ACT! due to ease of maintenance, cost, customization, mobile, and web access found in SageACT! We had detailed experience with SalesLogix as a business partner but never used, sold, or supported SwiftPage ACT. The tool was used for leads and prospects. And, one of the compelling reasons for using the system was the integration with SwiftPage email marketing solution which provided Lead Call Lists which allowed our email marketing, surveys, and database to be integrated. With the integration, we could easily see who was a "hot" lead based on times they opened an email campaign and then assign out for proper handling by a telemarketer. As of 8/2014, SwiftPage has sold off SalesLogix. Therefore, I am hopeful this will allow for SwiftPage to concentrate on their sole product now.
- Integrated Email Marketing: For a small business, you can have a strong method to handle email marketing in an integrated non-disparate solution.
- Tailoring: There are no limits on what data you can store in the system and the ease of making changes can be done by a nontechnical person.
- User Interface: The tool is easy to get around in both the desktop (fat client) and (webclient) which both are quite similar in functionality.
- Integration: The tool integrates with Word, Excel, and Outlook nicely. And, it integrates with Google Mail and Contacts. There is a nice selection of third party tools available for various needs like AddressGrabber which allows for easy input of contacts from various sources such as email signatures, webpages, etc.
- Templates: I have enjoyed being able to store tons of various templates for letters which we use over and over for various communications like sales proposals, quotes, and nudging clients along the funnel and sales process.
- Automation: SwiftPage ACT! has a small business automation engine which allows for reminders and workflow to be administered by the system. It's not as sophisticated as some enterprise workflow automation solutions but for the price it's an awesome addition.
- Maintenance: Very rarely have a problem which needs to be dealt with and costs to upgrade are minimal at best. We hosted the system internally for the web client and implemented it ourselves initially but had upgrades subsequently done by a local partner simply due to time/cost scenario. In other words, less to have someone else do it.
- Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
- Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.