Act! CRM vs. WinMan ERP Software

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Act! CRM
Score 7.0 out of 10
N/A
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
WinMan ERP Software
Score 10.0 out of 10
N/A
WinMan ERP Software is an all-in-one solution aimed specifically at the manufacturing, distribution and retail sectors. Based on lean methodology, it is designed to help organisations achieve optimal business processes by supporting all aspects of Manufacturing, Distribution, CRM, Financials and associated functions. According to the vendor, it is a leading and scalable ERP solution built from the ground up with a low cost of ownership as it is built on 100% .Net and SQL Server system -…N/A
Pricing
Act! CRMWinMan ERP Software
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)
No answers on this topic
Offerings
Pricing Offerings
Act! CRMWinMan ERP Software
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeRequired
Additional DetailsFor SaaS version, discount available for annual subscription.
More Pricing Information
Community Pulse
Act! CRMWinMan ERP Software
Top Pros
Top Cons

No answers on this topic

Features
Act! CRMWinMan ERP Software
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Act! CRM
6.5
3 Ratings
17% below category average
WinMan ERP Software
-
Ratings
Customer data management / contact management9.83 Ratings00 Ratings
Workflow management7.42 Ratings00 Ratings
Territory management8.52 Ratings00 Ratings
Opportunity management9.63 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)1.63 Ratings00 Ratings
Quote & order management4.01 Ratings00 Ratings
Interaction tracking9.52 Ratings00 Ratings
Channel / partner relationship management1.32 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Act! CRM
6.0
2 Ratings
22% below category average
WinMan ERP Software
-
Ratings
Case management1.72 Ratings00 Ratings
Call center management8.22 Ratings00 Ratings
Help desk management8.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Act! CRM
2.0
3 Ratings
116% below category average
WinMan ERP Software
-
Ratings
Lead management2.03 Ratings00 Ratings
Email marketing2.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Act! CRM
4.0
2 Ratings
62% below category average
WinMan ERP Software
-
Ratings
Task management8.02 Ratings00 Ratings
Billing and invoicing management1.01 Ratings00 Ratings
Reporting3.02 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Act! CRM
4.8
3 Ratings
45% below category average
WinMan ERP Software
-
Ratings
Forecasting4.02 Ratings00 Ratings
Pipeline visualization4.83 Ratings00 Ratings
Customizable reports5.52 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Act! CRM
3.2
3 Ratings
81% below category average
WinMan ERP Software
-
Ratings
Custom fields7.83 Ratings00 Ratings
Custom objects2.02 Ratings00 Ratings
Scripting environment2.01 Ratings00 Ratings
API for custom integration1.12 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Act! CRM
8.0
2 Ratings
4% below category average
WinMan ERP Software
10.0
1 Ratings
22% above category average
Single sign-on capability7.01 Ratings10.01 Ratings
Role-based user permissions9.02 Ratings10.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Act! CRM
1.7
3 Ratings
123% below category average
WinMan ERP Software
-
Ratings
Marketing automation1.73 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Act! CRM
2.0
3 Ratings
116% below category average
WinMan ERP Software
-
Ratings
Mobile access2.03 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Act! CRM
-
Ratings
WinMan ERP Software
9.0
1 Ratings
25% above category average
Dashboards00 Ratings8.01 Ratings
Custom reports00 Ratings10.01 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Act! CRM
-
Ratings
WinMan ERP Software
10.0
1 Ratings
27% above category average
Accounts payable00 Ratings10.01 Ratings
Accounts receivable00 Ratings10.01 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Act! CRM
-
Ratings
WinMan ERP Software
10.0
1 Ratings
25% above category average
Inventory tracking00 Ratings10.01 Ratings
Automatic reordering00 Ratings10.01 Ratings
Location management00 Ratings10.01 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Act! CRM
-
Ratings
WinMan ERP Software
10.0
1 Ratings
26% above category average
Pricing00 Ratings10.01 Ratings
Order entry00 Ratings10.01 Ratings
Cost of goods sold00 Ratings10.01 Ratings
Best Alternatives
Act! CRMWinMan ERP Software
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Acumatica
Acumatica
Score 8.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Infor VISUAL
Infor VISUAL
Score 6.9 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 8.3 out of 10
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User Ratings
Act! CRMWinMan ERP Software
Likelihood to Recommend
2.2
(18 ratings)
10.0
(1 ratings)
Likelihood to Renew
1.0
(2 ratings)
-
(0 ratings)
Usability
7.0
(7 ratings)
-
(0 ratings)
Support Rating
1.8
(14 ratings)
10.0
(1 ratings)
Implementation Rating
1.0
(2 ratings)
10.0
(1 ratings)
User Testimonials
Act! CRMWinMan ERP Software
Likelihood to Recommend
ACT! LLC
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
WinMan
Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.
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Pros
ACT! LLC
  • 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.
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WinMan
  • MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
  • Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
  • Integration with our website ensures that accurate data flows throughout the whole process.
Read full review
Cons
ACT! LLC
  • 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
WinMan
  • Having used Winman ERP for a long time now it fully suits our needs.
Read full review
Likelihood to Renew
ACT! LLC
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
WinMan
No answers on this topic
Usability
ACT! LLC
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
WinMan
No answers on this topic
Support Rating
ACT! LLC
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
WinMan
My few queries are answered promptly.
Read full review
Implementation Rating
ACT! LLC
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
WinMan
As with any business project, a clear plan with clearly defined outcomes is key.
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Alternatives Considered
ACT! LLC
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
WinMan
Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere
Read full review
Return on Investment
ACT! LLC
  • 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
WinMan
  • The key thing is to be able to do more with less people, removing as much repetitive work as possible.
  • More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
  • Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.
Read full review
ScreenShots