Likelihood to Recommend 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 Integrated Reporting Is Simple, LLC.
It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
Read full review Pros 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 Integrated Reporting Is Simple, LLC.
Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families. Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency. Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods. Read full review Cons 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 Integrated Reporting Is Simple, LLC.
It needs a solid visual invigorate to stay aware of the occasions. I have found it as a little pricey. The execution timetable took longer than we had arranged. The framework has a solid utility and usefulness, yet it looks somewhat dated. Read full review Likelihood to Renew 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 Integrated Reporting Is Simple, LLC.
Usability 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 Integrated Reporting Is Simple, LLC.
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
Read full review Support Rating 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.
Read full review Integrated Reporting Is Simple, LLC.
It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
Read full review Implementation Rating Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
Read full review Integrated Reporting Is Simple, LLC.
Alternatives Considered 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 Integrated Reporting Is Simple, LLC.
By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
Read full review Return on Investment 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 Integrated Reporting Is Simple, LLC.
The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense. The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization. Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending. Read full review ScreenShots