Act! CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Act! CRM
Score 6.3 out of 10
N/A
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.
$22
per month
Pricing
Act! CRM
Editions & Modules
Essentials
$22
per user, per month
Act! Premium - Basic
$37.50
per user, per month (billed annually)
Standard
$40
per user, per month
Expert
$55
per user, per month
Select - Extra Features
$79
per user, per month (billed annually)
Complete - Extra Features
$199
per user, per month (billed annually)
Advanced - Extra Features
$399
per user, per month (billed annually)
Offerings
Pricing Offerings
Act! CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional DetailsFor SaaS version, discount available for annual subscription.
More Pricing Information
Community Pulse
Act! CRM
Considered Both Products
Act! CRM
Chose Act! CRM
Salesforce is very similar to Act! CRM, but was a more expensive option at the time of comparison. In hindsight, it might have been a better option for us in the long run.
Chose Act! CRM
Act! CRM is a decent entry level CRM and offers all the basic tools to do sales and prospect and keep a record. It also ties nicely in with the email marketing package where you can be creative to set up email sequences to particular customers and send these out to them.
Chose Act! CRM
ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day …
Chose Act! CRM
Salesforce is a cloud based application. If you are using an internet based product and you lose internet services, you lose the ability to work. If you are using a computer based/desktop program and lose internet, you still have the program to work.
Chose Act! CRM
At this point we know we can only go up, we have hit bottom with version 21. Version 23 that we just installed says we are still where we were. No improvement.
Chose Act! CRM
Many years ago, I used GoldMine at a different company. ACT! seems easier to use. I also appreciate its "all in" support. I can contact support any time at no extra charge (and I don't get questioned about whether I can do so, like some companies do). It's been too many years …
Chose Act! CRM
Swiftpage ACT! allows you to maintain your database locally, which we preferred to storing all records in the cloud. Many of the other programs had monthly subscription fees and were higher in cost--on the surface--than Swiftpage ACT!. We thought the email marketing add-on …
Chose Act! CRM
Although other CRM's like HubSpot offer a free solution, I found that it didn't give much and the add-ons were very expensive. Many other companies have interfaces that are clunky or hard to understand. Also I found that many just offer way too many features that we would …
Chose Act! CRM
I use QuickBooks more for financial management and invoice generation. Swiftpage ACT! is more for information storage and resource management.
Chose Act! CRM
Swiftpage ACT! is easy to use and simple compared to Salesforce. Salesforce had too many fields and we were not able to customize, because we used it at a company enterprise level. Salesforce was nice to use with multiple people and teams where you can set permission levels, …
Chose Act! CRM
Swiftpage ACT! comes at a lower price.
Chose Act! CRM
As far as picking a database product to use, you really have to know what you are looking for—not just who will enter the data, but what reports and other output you are going to want from it. Every product has its good points and bad points but if you are looking for …
Chose Act! CRM
I came from a company that wrote their own CRM package in Lotus Notes. The package was amazing but also bulky. There was a ton of overhead and a huge amount of data to synchronize. ACT! is a much lighter package. As it's a pre-packaged deal, it is easier to upgrade users …
Chose Act! CRM
Swiftpage ACT! was selected and used as it was tightly integrated with Sage accounting products and the fact that the product had a long history and a strong position in the marketplace for two decades. As more products have emerged in conjunction with the advent of cloud …
Chose Act! CRM
ACT! in combination with Swiftpage is the most cost effective team. But they do lack some of the more advanced (marketing automation) features of the rest. We recently switched to Agile CRM for this reason. It is also cost effective, but has no CRM functions. For that I would …
Chose Act! CRM
Goldmine
Features
Act! CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Act! CRM
5.3
5 Ratings
38% below category average
Customer data management / contact management5.55 Ratings
Workflow management8.03 Ratings
Territory management5.03 Ratings
Opportunity management7.05 Ratings
Integration with email client (e.g., Outlook or Gmail)5.05 Ratings
Contract management3.02 Ratings
Quote & order management3.53 Ratings
Interaction tracking5.04 Ratings
Channel / partner relationship management6.04 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Act! CRM
8.7
3 Ratings
13% above category average
Case management8.03 Ratings
Call center management9.03 Ratings
Help desk management9.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Act! CRM
5.5
5 Ratings
33% below category average
Lead management5.55 Ratings
Email marketing5.55 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Act! CRM
6.5
4 Ratings
16% below category average
Task management6.54 Ratings
Billing and invoicing management6.53 Ratings
Reporting6.54 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Act! CRM
5.7
5 Ratings
28% below category average
Forecasting5.54 Ratings
Pipeline visualization6.05 Ratings
Customizable reports5.54 Ratings
Customization
Comparison of Customization features of Product A and Product B
Act! CRM
7.4
5 Ratings
3% below category average
Custom fields6.55 Ratings
Custom objects8.03 Ratings
Scripting environment7.02 Ratings
API for custom integration8.03 Ratings
Security
Comparison of Security features of Product A and Product B
Act! CRM
7.0
4 Ratings
18% below category average
Single sign-on capability6.53 Ratings
Role-based user permissions7.54 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Act! CRM
7.0
1 Ratings
6% below category average
Social data7.01 Ratings
Social engagement7.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Act! CRM
6.5
5 Ratings
13% below category average
Marketing automation6.05 Ratings
Compensation management7.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Act! CRM
4.0
5 Ratings
62% below category average
Mobile access4.05 Ratings
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Act! CRM
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User Ratings
Act! CRM
Likelihood to Recommend
5.0
(20 ratings)
Likelihood to Renew
1.0
(3 ratings)
Usability
5.0
(9 ratings)
Support Rating
1.7
(14 ratings)
Implementation Rating
1.0
(2 ratings)
User Testimonials
Act! CRM
Likelihood to Recommend
ACT! LLC
Swiftpage ACT! would be well suited if you are using a desktop computing environment. ACT! is an old product and they were on the desktop for many years (and still are). Also, ACT! would also be well suited if you are not as concerned about implementing a CRM product that might require a little more training (e.g. if you had employees/salespeople that needed to be trained). Also, ACT! seems to be more generic than some of the industry focused products you see nowadays. For example, MethodCRM works well with non-profits that are on the cloud.
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Pros
ACT! LLC
  • 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.
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Cons
ACT! LLC
  • The auto saving function is not great. It means a simple slip or mistype can change an entire record easily.
  • The reports are clunky and if you've changed the field names, that doesn't get reflected in the reports.
  • The interface is still clunky. It is hard to see all the information for a contact all in one place. It gets broken up too much.
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Likelihood to Renew
ACT! LLC
Once our current subscription expires, we no longer plan to use ACT. We are moving to a more complete CRM system that allows us, as a project based service company, to track projects, contacts, time and employees all with one software program. ACT has very limited modules to integrate these functions and therefore is no longer a good fit for us.
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Usability
ACT! LLC
ACT follows the basic rules you would expect for this type of software, but actually doing anything sophisticated with it is near impossible without assistance or training. Unless you use it regularly it is difficult to use. I wouldn't recommend it unless you have internal IT support and it will be used regularly.
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Support Rating
ACT! LLC
There has been an ongoing problem with Google synchronisation which no one seems to be bothered about fixing, even though it clearly states on the website that the software synchronises with Google. When the customer-facing support team are on the phone, they are brilliant, it's the back-end development support which is severely lacking.
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Implementation Rating
ACT! LLC
Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
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Alternatives Considered
ACT! LLC
ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day look and feel versus ACT!.
Read full review
Return on Investment
ACT! LLC
  • It's been easy to keep track of progress of goals with the software. This provides the opportunity to know what is working and what is not.
  • We have had to adjust a lot of things since the Virus issue took a foothold, but it is providing invaluable to make those adjustments.
  • Our ROI has increased at least 30%.
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