Act! CRM vs. Claritysoft

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Act! CRM
Score 7.0 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
Claritysoft
Score 6.5 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Pricing
Act! CRMClaritysoft
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)
Claritysoft
$39.00
Per Month Per User
Offerings
Pricing Offerings
Act! CRMClaritysoft
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsFor SaaS version, discount available for annual subscription.
More Pricing Information
Features
Act! CRMClaritysoft
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Act! CRM
6.5
3 Ratings
17% below category average
Claritysoft
8.6
5 Ratings
11% above category average
Customer data management / contact management9.83 Ratings9.35 Ratings
Workflow management7.42 Ratings9.14 Ratings
Territory management8.52 Ratings8.24 Ratings
Opportunity management9.63 Ratings8.85 Ratings
Integration with email client (e.g., Outlook or Gmail)1.63 Ratings8.55 Ratings
Quote & order management4.01 Ratings7.55 Ratings
Interaction tracking9.52 Ratings9.05 Ratings
Channel / partner relationship management1.32 Ratings8.24 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Act! CRM
6.0
2 Ratings
22% below category average
Claritysoft
10.0
3 Ratings
28% above category average
Case management1.72 Ratings00 Ratings
Call center management8.22 Ratings00 Ratings
Help desk management8.01 Ratings10.03 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Act! CRM
2.0
3 Ratings
116% below category average
Claritysoft
8.8
4 Ratings
15% above category average
Lead management2.03 Ratings8.84 Ratings
Email marketing2.03 Ratings8.84 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Act! CRM
4.0
2 Ratings
62% below category average
Claritysoft
9.2
5 Ratings
19% above category average
Task management8.02 Ratings10.04 Ratings
Billing and invoicing management1.01 Ratings9.03 Ratings
Reporting3.02 Ratings8.55 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Act! CRM
4.8
3 Ratings
45% below category average
Claritysoft
9.4
5 Ratings
21% above category average
Forecasting4.02 Ratings9.14 Ratings
Pipeline visualization4.83 Ratings9.04 Ratings
Customizable reports5.52 Ratings10.04 Ratings
Customization
Comparison of Customization features of Product A and Product B
Act! CRM
3.2
3 Ratings
81% below category average
Claritysoft
8.8
5 Ratings
15% above category average
Custom fields7.83 Ratings8.75 Ratings
Custom objects2.02 Ratings8.34 Ratings
Scripting environment2.01 Ratings00 Ratings
API for custom integration1.12 Ratings9.44 Ratings
Security
Comparison of Security features of Product A and Product B
Act! CRM
8.0
2 Ratings
4% below category average
Claritysoft
9.0
5 Ratings
8% above category average
Single sign-on capability7.01 Ratings8.55 Ratings
Role-based user permissions9.02 Ratings9.55 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Act! CRM
1.7
3 Ratings
123% below category average
Claritysoft
-
Ratings
Marketing automation1.73 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Act! CRM
2.0
3 Ratings
116% below category average
Claritysoft
6.5
4 Ratings
14% below category average
Mobile access2.03 Ratings6.54 Ratings
Best Alternatives
Act! CRMClaritysoft
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Act! CRMClaritysoft
Likelihood to Recommend
2.1
(18 ratings)
7.1
(5 ratings)
Likelihood to Renew
1.0
(2 ratings)
-
(0 ratings)
Usability
7.0
(7 ratings)
-
(0 ratings)
Support Rating
1.8
(14 ratings)
-
(0 ratings)
Implementation Rating
1.0
(2 ratings)
-
(0 ratings)
User Testimonials
Act! CRMClaritysoft
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.
Read full review
Claritysoft
Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review
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.
Read full review
Claritysoft
  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Read full review
Cons
ACT! LLC
  • Not intuitive to use. I will have to contact support for help if I haven't used some functions in a while.
  • It's near impossible to delete duplicates as they have to be deleted individually. This is a problem if you have more than 5000 contacts.
  • Reporting is difficult.
Read full review
Claritysoft
  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
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Likelihood to Renew
ACT! LLC
There are a lot of good SaaS options on the market but SwiftPage ACT still has a place in the mix today. It depends on your needs, goals, processes, and people
Read full review
Claritysoft
No answers on this topic
Usability
ACT! LLC
Try printing reports with each record's notes section - really awful output that you are embarrassed to show anyone. Want to add a new record to a group, ACT will present another record for the group assignment. Want to work seamlessly with email? Forget it!
Read full review
Claritysoft
No answers on this topic
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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Claritysoft
No answers on this topic
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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Claritysoft
No answers on this topic
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
Claritysoft
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
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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%.
Read full review
Claritysoft
  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Read full review
ScreenShots