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
Odoo CRM
Score6.3 out of 10
N/A
Odoo is an open-source CRM software boasting over 5 million users. With it, sales teams can keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into Odoo as a fully integrated app.
$31.10
per month per user
Pricing
Act! CRM
Odoo CRM
Editions & Modules
Standard
$30
per month (billed annually) per user
Act! Premium Desktop
$39
per month (billed annually) per user
Professional
$45
per month (billed annually) per user
Ultimate
$60
per month (billed annually) per user
Advanced - Extra Features
$399
per user, per month (billed annually)
One App Free
$0
Standard
$31.10
per month per user
Custom
$46.80
per month per user
Offerings
Pricing Offerings
Act! CRM
Odoo CRM
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
The Standard and Custom plans include the Odoo apps for a single fee.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For small businesses and small teams, Odoo CRM is fine. It has the basics, and it is functional. But as the teams grow, processes become more complex, and reporting needs to be accurate, you will have to either allocate a budget to an Odoo partner or hire a Python developer internally. Sales-led organizations with larger teams will find poor reporting a deal-breaker. You can't do standard reporting that you find in HubSpot or Salesforce. So you end up doing a lot of customization or manual work to get the reports you need.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am giving this rating because it has great features and it is most liked by the employee due to its best GUI. Recent survey within the organisation put this in the last best crm tools. And it also has other features as explained earlier . The call summary or interaction summary is a plus. There are scope for improvement .
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Odoo CRM is usable and has a lot of features, so it gives us the basics we need to run a successful business. The problem is, it requires a lot of time and money to customize it and run it smoothly. Plus, Odoo support can be pretty bad. For every 1 good support agent, there are 9 that don't pay attention. We have an internal running joke that ChatGPT is more helpful than Odoo support when they first reply. Once we get to product experts, they usually know what they are talking about. But the first-level support agents, you have to push them and re-explain things to get them to understand and hopefully escalate. Plus, they always miss SLA response times, blaming it on a busy period. Usually takes a week for the first reply. You can get live chat sometimes, but 9 out of 10 times, they will ask you to create a support ticket. Then you wait.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
This was a bit of a sticking point, we find the support can be lacking and generally its recommended to spurchase a support pack of hours in order to benefit from full support. We have subsequently gone on to do a lot of the implementation and training by ourselves following lots of trial and error so although things are working now, it was initialy a bumpy road implementing!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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!.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Odoo was referred by one of my friends and interface was attractive with all these pipelines, filters, etc
We were able to filter leads super precisely and project as per our vision. The notes and reminders are useful. Odoo Congress with inbuilt calender option from where you can create events and share with the team or the respective prospects
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very poor return on investment. It is now quite costly and the support service no longer offers assistance except if the program crashes.
Swiftpage seems to have replaced their skilled UK based support team with a call centre?? The service I got was dreadful. This is a difficult program to use and support is vital.
You will need some IT skills to properly use ACT! Don't rely on their support which is not good.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
