Act! CRM vs. Act-On Software

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.

Incentivized

We often have quick turnaround time requests, and Act-On's new composer is great because it is easy to make an email look great in desktop or mobile views. This has been a huge time-saver for us! We have benefited from using Act-On for many years and are accustomed to where everything is and how to use it. For the new accounts we train, we will sometimes hear that the organization of where things are could be improved.

Incentivized

• 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.

• The templates are easy to use and set up campaigns.
• It's simple to use, and the email editor features a drag-and-drop interface.
• It's easy to set up a drip campaign or a series of scheduled emails.
• It has the flexibility of having a variety of scheduling options and the use of user experience automation.

Incentivized

• 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.

Incentivized

• The designer tools, especially for emails, were often difficult to use. The formatting of the text would be all over the place and change / refuse to change at random. Moving boxes around was shifty and sometimes nearly impossible. It just wasn't customizeable enough. No "undo" functionality either.
• The only way to collect information expansively over time (there's a term Act-On uses for it, I can't recall) where it adds questions to the form each time a user fills it out, is if the person were to fill out the same form multiple times. I know this does happen for some websites/resources, but as a company that wanted to collect new information each time someone filled out any form, regardless of the resource or the URL, that was simply not an option, and that doesn't really make a lot of sense. I know it's not really possible to track someone but if they filled out the first part of the form and then it added new questions to answer, and then they submitted and got through the gating, that would actually be helpful.
• There was no "trash can" of sorts in case you deleted something by mistake. This could be so stress-inducing if it was a major project. My coworker did this once, contacted Act-On, they couldn't even recover it.

Incentivized

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.

Incentivized

It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us

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.

It's a great tool for our business, and we get a fantastic ROI on it every year based on wins for customer service and automation responses. It's save projects, repaired salesperson/customer relationships and generated new sales and interest yearly. We really wouldn't hesitate to recommend this platform at all.

Incentivized

I have always found them quick to respond to my query by web inquiry. In those instances when I call, I have always reached help quickly. They are conscientious and skilled in discussing my concern and finding a solution to my problem. Other tech organizations should use Act-On as a model for top-notch customer service.

Great for the most part. Sometimes there are little lags, but that's likely because I'm requesting to see a lot of data at one time.

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.

Since we start using Act-on for ourselves and our clients, we have been supported very well. Often we need to integrate with legacy systems and we find the support team on our side during the whole endeavor. Always asking if they can help us further, always willing to do a better job. The support of Act-On is one of the main differentiators

Dan D. was great. He took the time to understand how I needed the program to run, and was very flexible to our special CRM setup.

Act-On had a lot of resources, and their staff was great at answering any questions I had to make sure we got started on the right foot. Looking back, I would have preferred some additional training sessions since we didn't have any previous experience with Marketing Automation and best practices.

Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.

What impressed me most is that Act-On showed full committment in making our implementation successful, even when it required additional support from their team. This gave me a lot of warm and fuzzy feelings. Most other software software vendors are not anywhere close to being this responsive and effective

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!.

Incentivized

Act-On is easier to use than Marketo, but not as visually appealing and user-friendly as HubSpot. It's much better than Pardot, as Pardot feel clunky every step of the way. SharpSpring is comparable because of its price point but surpasses Act-On in its tools and intuitive interface. We selected Act-On because of the pricing model and thought all things would be close to parity with other options. It depends on the team you have. If you have developers and a marketing team that knows some html/css, you can get by with Act-On.

Incentivized

Before I feel like I need more features, the Act-On customer service reps are contacting me telling about new features as part of my account.

• 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%.

Incentivized

• With the Automated Series, we were able to put in place campaigns that generated revenue that took no time to continue running once set up. This was a positive feature allowing employees to work on another project while the campaign ran on their own.

Incentivized