What users are saying about
53 Ratings
21 Ratings
53 Ratings
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Score 6.4 out of 100
21 Ratings
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Score 9.3 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

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
Dubsado
7.7
Customer data management / contact management
Act! CRM
Dubsado
8.6
Workflow management
Act! CRM
Dubsado
6.8
Opportunity management
Act! CRM
Dubsado
7.7
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
Dubsado
8.1
Contract management
Act! CRM
Dubsado
9.5
Quote & order management
Act! CRM
Dubsado
9.4
Interaction tracking
Act! CRM
Dubsado
4.6
Channel / partner relationship management
Act! CRM
Dubsado
7.0

Marketing Automation

Act! CRM
Dubsado
6.9
Lead management
Act! CRM
Dubsado
6.9

CRM Project Management

Act! CRM
Dubsado
7.4
Task management
Act! CRM
Dubsado
4.8
Billing and invoicing management
Act! CRM
Dubsado
8.9
Reporting
Act! CRM
Dubsado
8.4

CRM Reporting & Analytics

Act! CRM
Dubsado
5.7
Forecasting
Act! CRM
Dubsado
6.0
Pipeline visualization
Act! CRM
Dubsado
5.7
Customizable reports
Act! CRM
Dubsado
5.5

Customization

Act! CRM
Dubsado
5.2
Custom fields
Act! CRM
Dubsado
9.0
Custom objects
Act! CRM
Dubsado
9.0
Scripting environment
Act! CRM
Dubsado
1.0
API for custom integration
Act! CRM
Dubsado
1.7

Security

Act! CRM
Dubsado
6.1
Single sign-on capability
Act! CRM
Dubsado
5.0
Role-based user permissions
Act! CRM
Dubsado
7.2

Social CRM

Act! CRM
Dubsado
1.0
Social data
Act! CRM
Dubsado
1.0
Social engagement
Act! CRM
Dubsado
1.0

Integrations with 3rd-party Software

Act! CRM
Dubsado
1.0
Marketing automation
Act! CRM
Dubsado
1.0
Compensation management
Act! CRM
Dubsado
1.0

Platform

Act! CRM
Dubsado
1.0
Mobile access
Act! CRM
Dubsado
1.0

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

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | 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

Dubsado

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

Dubsado

Dubsado 8.0
Based on 1 answer
The time and effort to set up the account and all the packages and processes is quite a lot of work. I still haven't properly finished.Once set up though, it is very easy to use and automate processes to save time and energy.
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

Dubsado

Dubsado 9.0
Based on 1 answer
I have only used support once in the beginning, and they were extremely timely and didn't give up until a solution was reached. This was also during a weekend which was not expected.
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

Dubsado

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

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | 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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

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.

Dubsado

General

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

Dubsado Editions & Modules

Edition
Monthly Plan$35.001
Yearly Plan$350.002
  1. Per Month [3 Users]
  2. Per Year [3 Users]
Additional Pricing Details
For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

Rating Summary

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