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 It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet [I think they] aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. [I feel] they tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I [felt] that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] it’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.
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 Shared Calendar Customer Service cases Common database of customer information Len Masek Client Services, Mission Critical Solutions
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 Handling large data. Maximizer needs to improve on this. Add additional user-friendly shortcuts for the most frequently used functions in the web version. There is no mark for deletion option. They need to provide a way to delete without physically deleting records. 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 We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
Read full review 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 The CRM didn’t have the capability I expected
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 The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
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 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 We chose to go with
Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
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 It allows us to maximize our service billing It is easy to generate service quotes It is easy to follow up on leads. Len Masek Client Services, Mission Critical Solutions
Read full review ScreenShots Maximizer CRM Screenshots