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 Prior to monday.com, we were using
Trello as our team task management tool. What monday.com has allowed us to do is to easily create sub levels to tasks, create multiple stages for each task and to easily assign people to different tasks in a way that is visually appealing and easy to understand.
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 Automation/integrations - Choosing from template automation or creating your own, integrate across platforms. Dashboards - Different views i.e. kanban, gantt chart, tables, forms. All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information. 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 Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private. Time tracking is clumsy, could be easier to record 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 Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
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 On the surface, monday.com looks easy to use - it is indeed easier to use than almost all competing products. (There is one exception where they are on par.) But, I've come across so many organisations that start well with monday.com and then struggle because of the disorganised mess that is created. You have to have clear frameworks *before* you adopt monday.com as the ones that come out of the box are too simplistic for the average organisation. Otherwise, you need a system owner internally who can guide and help the organisation with monday.com adoption. At our organisation we have both.
Read full review Reliability and Availability There have only been 2 instances in the past year where monday.com was down.
Read full review Performance Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
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 I used this capability last week for the first time and scheduled a call. Michael was so helpful. He listened to what I was wanting to accomplish and got back to me within a few hours with a screen recording of different options. I had one question on one of the options and when I replied, I got a new person that wanted to set up a call. I declined because that would be like starting all the way over with what I'm wanting and what he presented to me. I think if we have follow-up questions, we should be able to ask them to the same person we just worked with.
Read full review Online Training To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
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 We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
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 Airtable served us well for data management. However, our senior management told us Project Managers we would no longer be using
Airtable . monday.com serves us well with project management AND light-weight database usage. Workfront served we Project Managers very well. However, Workfront was never going to be accepted by our non-Project Managers for managing their projects. monday.com's ease of use and colorful UI build adoption among our non-PMs
Read full review Scalability For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
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 My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m. Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years. Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality. Read full review ScreenShots