What users are saying about
53 Ratings
24 Ratings
53 Ratings
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Score 6.4 out of 100
24 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Act! CRM

Swiftpage [ACT!] is
robust in nature and a manageable solution available for use as a powerful
marketing tool. It is compiled of a lot of exceptional services with the best
contact and customer management tool. Support needs a lot of attention, as it
needs to be changed and they must have to be more responsive and helpful to
become the best in the market.
Magreat Wilson | TrustRadius Reviewer

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
Close
8.6
Customer data management / contact management
Act! CRM
Close
7.9
Workflow management
Act! CRM
Close
8.2
Territory management
Act! CRM
Close
8.0
Opportunity management
Act! CRM
Close
8.4
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
Close
9.0
Contract management
Act! CRM
Close
10.0
Interaction tracking
Act! CRM
Close
7.6
Channel / partner relationship management
Act! CRM
Close
9.7

Customer Service & Support

Act! CRM
Close
9.2
Case management
Act! CRM
Close
8.0
Call center management
Act! CRM
Close
9.7
Help desk management
Act! CRM
Close
10.0

Marketing Automation

Act! CRM
Close
8.9
Lead management
Act! CRM
Close
7.8
Email marketing
Act! CRM
Close
10.0

CRM Project Management

Act! CRM
Close
7.5
Task management
Act! CRM
Close
5.6
Billing and invoicing management
Act! CRM
Close
10.0
Reporting
Act! CRM
Close
6.8

CRM Reporting & Analytics

Act! CRM
Close
9.3
Forecasting
Act! CRM
Close
10.0
Pipeline visualization
Act! CRM
Close
8.0
Customizable reports
Act! CRM
Close
10.0

Customization

Act! CRM
Close
8.1
Custom fields
Act! CRM
Close
8.1
Custom objects
Act! CRM
Close
10.0
Scripting environment
Act! CRM
Close
8.0
API for custom integration
Act! CRM
Close
6.1

Security

Act! CRM
Close
7.8
Single sign-on capability
Act! CRM
Close
8.0
Role-based user permissions
Act! CRM
Close
7.5

Social CRM

Act! CRM
Close
10.0
Social data
Act! CRM
Close
10.0
Social engagement
Act! CRM
Close
10.0

Integrations with 3rd-party Software

Act! CRM
Close
7.0
Marketing automation
Act! CRM
Close
7.0

Platform

Act! CRM
Close
10.0
Mobile access
Act! CRM
Close
10.0

Pros

Act! CRM

  • Lots of fields for adapting the software to your own requirements.
  • Excellent tracking of activities/details in sales pipeline process.
  • Excellent robust reporting to provide a very clear picture of prospecting activities.
  • Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.
Laurence Sarner | TrustRadius Reviewer

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

Cons

Act! CRM

  • 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.
Anonymous | TrustRadius Reviewer

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

Likelihood to Renew

Act! CRM

Act! CRM 1.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Close

No score
No answers yet
No answers on this topic

Usability

Act! CRM

Act! CRM 1.3
Based on 4 answers
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.
Anonymous | TrustRadius Reviewer

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

Support Rating

Act! CRM

Act! CRM 5.2
Based on 14 answers
Following a few interactions with support staff over the phone where we failed to correct the issues we were calling about, we ended up going back to the consultant who we purchased the software through and continued to use her for support rather than call Swiftpage ACT! directly. Our consultant was much more helpful in finding and correcting our issues.
Anonymous | TrustRadius Reviewer

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Anonymous | TrustRadius Reviewer

Implementation Rating

Act! CRM

Act! CRM 1.0
Based on 3 answers
Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
Terry Kungel | TrustRadius Reviewer

Close

No score
No answers yet
No answers on this topic

Alternatives Considered

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 never use that just made it more difficult to use what we needed. The customized options are just way to expensive for the simplistic offering we need. Swiftpage ACT! just provides a solution that works for us.
John Hamel | TrustRadius Reviewer

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | TrustRadius Reviewer

Return on Investment

Act! CRM

  • ACT! pays for itself by keeping me organized.
  • I don't have to remember to contact a prospect, ACT! remembers for me, letting me schedule follow ups for a date and time that works for me. That means greater sales success.
  • ACT! enables me to search for information as well as contacts.
Mary Westheimer | TrustRadius Reviewer

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Screenshots

Pricing Details

Act! CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Act! CRM Editions & Modules

On-premise Edition
Act! Premium - Basic$37.501
Select - Extra Features$791
Complete - Extra Features$1991
Advanced - Extra Features$3991
  1. per user, per month (billed annually)
SaaS Edition
Essentials$221
Standard$401
Expert$551
  1. per user, per month
Additional Pricing Details
For SaaS version, discount available for annual subscription.

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

Rating Summary

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