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
Teamgate CRM
Score 8.6 out of 10
Small Businesses (1-50 employees)
Teamgate CRM is a cloud based intelligent sales CRM system
for small and mid-size teams. The vendor says that the intelligent aspect of
the system gives a salesman the most relevant reports and insights. The vendor also says that advice on every step
not only allows users to always stay in tact with the sales process, but also
helps users develop specific selling skills, which are necessary for every
salesman.
$11
user/ month
Pricing
Act! CRM
Teamgate CRM
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)
Starter
$11
user/ month
Professional
$29
user/ month
Enterprise
$49
user/ month
Offerings
Pricing Offerings
Act! CRM
Teamgate CRM
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
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.
Teamgate CRM is well suited for companies that want to centralize leads, current clients, and communication history in one CRM. A scenario where team gate is appropriate is if a company wants to use custom sales pipelines and stages to track a sales lead that will transition to a deal. A scenario where team gate is NOT appropriate is for a company that doesn't need a cloud-based CRM because there don't travel a lot and will always use the same computer that you might as well have a CRM server on-site and save money.
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!
I rated this product an 8 for overall usability because Teamgate is very user-friendly and this helps the CRM meet the required use case that companies who buy it have. The feature to sign in from anywhere that has a net connection is huge For example the home page being the leads section and the fact that each lead has all the past and current communication with the potential client allows support agents, and the sales team to be on the same page I didn't give it a 10 because the slowness issue affects performance and usability.
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.
I haven't had to contact the support team as of yet but my co-worker expressed his frustration with the amount of technical product knowledge the Teamgate support team had. He said he felt he knew the product better than the Teamgate helpdesk.
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!.
