Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than a CRM – it’s designed to present everything needed to stay on top of relationships, see what’s most important and actionable, and run sales and marketing in one place.
$30
per month (billed annually) per user
Microsoft Access
Score 7.5 out of 10
N/A
Microsoft Access is a database management system from Microsoft that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools.
As far as picking a database product to use, you really have to know what you are looking for—not just who will enter the data, but what reports and other output you are going to want from it. Every product has its good points and bad points but if you are looking for …
There have always been a variety of different database products in the last 33 years but for ease of use and code that is similar to other Microsoft products, Access is a good fit. A lot of people will try to use an Excel spreadsheet to do some of the things that could be …
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.
As a Material Purchasing/Planning/inventory tracking application, Microsoft Access serves its purpose well. It's presentation is clean, data entry is simple and the ability to customize search fields is welcome. It does, however, come with some caveats; namely, when setting search filters and the need arises to back up a step or two, with Microsoft Access you have to reset, or "clear all", adding extra steps/time to a query.
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.
Microsoft Access has not really changed at all for several years. It might be nice to see some upgrades and changes.
The help info is often not helpful. Need more tutorials for Microsoft Access to show how to do specific things.
Be careful naming objects such as tables, forms, etc. Names that are too long can get cut off in dialog boxes to choose a table, form, report, etc. So, I wish they would have resizable dialog boxes to allow you to see objects with long names.
I wish it could show me objects that are not in use in the database for current queries, tables, reports, forms, and macros. That way unused objects can be deleted without worrying about losing a report or query because you deleted the underlying object.
Once our current subscription expires, we no longer plan to use ACT. We are moving to a more complete CRM system that allows us, as a project based service company, to track projects, contacts, time and employees all with one software program. ACT has very limited modules to integrate these functions and therefore is no longer a good fit for us.
I and the rest of my team will renew our Microsoft Access in the future because we use and maintain many different applications and databases created using Microsoft Access so we will need to maintain them in the future. Additionally, it is a standard at our place of work so it is at $0 cost to us to use. Another reason for renewing Microsoft Access is that we just don' t have the resources needed to extend into a network of users so we need to remain a single-desktop application at this time.
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.
Microsoft Access is easy to use. It is compatible with spreadsheets. It is a very good data management tool. There is scope to save a large amount of data in one place. For using this database, one does not need much training, can be shared among multiple users. This database has to sort and filtering features which seem to be very useful.
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.
While I have never contacted Microsoft directly for product support, for some reason there's a real prejudice against MS Access among most IT support professionals. They are usually discouraging when it comes to using MS Access. Most of this is due to their lack of understanding of MS Access and how it can improve one's productivity. If Microsoft invested more resources towards enhancing and promoting the use of MS Access then maybe things would be different.
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!.
Excel is a fantastic - robust application that can do so much so easily. Its easy to train and understand. However - excel does not provide a reporting function and that is typically where we will suggest a move to [Microsoft] Access. [Microsoft] Access requires a little more knowledge of data manipulation.
