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.
$22
per month
Simpro
Score 7.5 out of 10
N/A
Simpro, headquartered in Brisbane, provides business management software for the trades and services industry. The solution combines field service management with asset tracking and maintenance, project management features with resource scheduling, and invoicing. For enterprises, Simpro helps manage business complexity such as franchises, multiple companies or multiple locations with a tailored Simpro framework that aims to handle complexity while maintaining the simplicity of working with one…
N/A
Pricing
Act! CRM
Simpro
Editions & Modules
Essentials
$22
per user, per month
Act! Premium - Basic
$37.50
per user, per month (billed annually)
Standard
$40
per user, per month
Expert
$55
per user, per month
Select - Extra Features
$79
per user, per month (billed annually)
Complete - Extra Features
$199
per user, per month (billed annually)
Advanced - Extra Features
$399
per user, per month (billed annually)
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Offerings
Pricing Offerings
Act! CRM
Simpro
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
For SaaS version, discount available for annual subscription.
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.
Very convenient to manage jobs, quotes, and clients' profiles. There is a home for improvement for project management. So far, I am not really happy with the Gantt chart feature, it is not very customizable and we end up with another system for that. It would be also great if there was a project management dashboard where we could have an overview of the most critical projects and their status.
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.
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
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!
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.
It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.
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!.
Motorcentral, a software that is part of Trade Me and helps car dealer to manage their stock. Based on my experience, simPRO has way more features and better customer service. Motorcentral doesn't have help to keep most tasks under one system, the only real advantage is that they integrate with the car dealer website so that the stock is always up to date.
