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

Method:CRM

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22 Ratings
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Score 8.2 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

Method:CRM

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
Lauren Hamby | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
Method:CRM
7.1
Customer data management / contact management
Act! CRM
Method:CRM
8.8
Workflow management
Act! CRM
Method:CRM
7.0
Territory management
Act! CRM
Method:CRM
1.8
Opportunity management
Act! CRM
Method:CRM
8.5
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
Method:CRM
6.4
Contract management
Act! CRM
Method:CRM
8.7
Quote & order management
Act! CRM
Method:CRM
8.0
Interaction tracking
Act! CRM
Method:CRM
7.3
Channel / partner relationship management
Act! CRM
Method:CRM
7.7

Customer Service & Support

Act! CRM
Method:CRM
10.0
Case management
Act! CRM
Method:CRM
10.0
Call center management
Act! CRM
Method:CRM
9.9
Help desk management
Act! CRM
Method:CRM
10.0

Marketing Automation

Act! CRM
Method:CRM
7.6
Lead management
Act! CRM
Method:CRM
8.7
Email marketing
Act! CRM
Method:CRM
6.5

CRM Project Management

Act! CRM
Method:CRM
7.9
Task management
Act! CRM
Method:CRM
8.0
Billing and invoicing management
Act! CRM
Method:CRM
9.0
Reporting
Act! CRM
Method:CRM
6.8

CRM Reporting & Analytics

Act! CRM
Method:CRM
6.1
Forecasting
Act! CRM
Method:CRM
5.4
Pipeline visualization
Act! CRM
Method:CRM
7.2
Customizable reports
Act! CRM
Method:CRM
5.7

Customization

Act! CRM
Method:CRM
7.5
Custom fields
Act! CRM
Method:CRM
8.1
Custom objects
Act! CRM
Method:CRM
9.0
Scripting environment
Act! CRM
Method:CRM
6.8
API for custom integration
Act! CRM
Method:CRM
6.1

Security

Act! CRM
Method:CRM
9.0
Single sign-on capability
Act! CRM
Method:CRM
9.0
Role-based user permissions
Act! CRM
Method:CRM
9.0

Integrations with 3rd-party Software

Act! CRM
Method:CRM
10.0
Marketing automation
Act! CRM
Method:CRM
10.0
Compensation management
Act! CRM
Method:CRM
10.0

Platform

Act! CRM
Method:CRM
8.5
Mobile access
Act! CRM
Method:CRM
8.5

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

Method:CRM

  • The customization team is brilliant!
  • The various integrations, QBO & Gmail, help me keep track of all customer interactions.
  • The more organized I am, the more time I have to take care of my clients!
  • I have nothing but praise for the support team and the rest of the crew at Method.
Dorothy Sela | 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

Method:CRM

  • We have no complaints Method: CRM has improved the workflow in the company.
  • All of the features are easy to use and with the 30day no obligation trial and hour consultation. We were really able to dig into all of its functionality with out any pressure of contracts while getting started.
  • The live chat support is great I get all my questions answered vs spending hours of my time getting passed around over the phone.
Denise D. BA  Website Developer | 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

Method:CRM

Method:CRM 8.0
Based on 2 answers
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Anonymous | TrustRadius Reviewer

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

Method:CRM

Method:CRM 8.5
Based on 10 answers
I believe there is room for improvements:
  1. Sync payments with the calendar so that reminders are automatically sent out
  2. Make the lead creation and entry a bit more user friendly and drag-and-drop
  3. Combine both activity and lead creation so it's less time consuming.
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

Method:CRM

Method:CRM 9.1
Based on 11 answers
Every single person I have dealt with at Method has been outstanding. Phuong helped with my initial introduction and orientation. She asked about our company and what I was hoping to accomplish, then focussed our time on meeting those goals. Khamil was able to work miracles in an hour of customization and the two webinars I've attended have been a wealth of information. Highly recommend.
Dorothy Sela | 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

Method:CRM

Method:CRM 9.0
Based on 1 answer
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Denice Castillo | TrustRadius Reviewer

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

Method:CRM

Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
Anonymous | 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

Method:CRM

  • Method:CRM has probably saved me about 6-10 hours per week over the past few years.
  • It has likely saved our company several hundred hours in the last 10 years.
  • It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.
Anonymous | 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.

Method:CRM

General

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

Method:CRM Editions & Modules

Edition
Contact Management$251
CRM Pro$441
  1. per user per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Act! CRM
6.0
Method:CRM
9.9

Likelihood to Renew

Act! CRM
1.0
Method:CRM
8.0

Usability

Act! CRM
1.3
Method:CRM
8.5

Support Rating

Act! CRM
5.2
Method:CRM
9.1

Implementation Rating

Act! CRM
1.0
Method:CRM
9.0

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