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
Workamajig
Score 6.4 out of 10
N/A
Workamajig is a project management system with capabilities such as file sharing, resource management, and revenue projection.
$41
per month per user
Pricing
Act! CRM
Workamajig
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)
In-house
$41
per month per user
Agency
$41
per month per user
Enterprise
Contact
per month per user
Offerings
Pricing Offerings
Act! CRM
Workamajig
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.
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More Pricing Information
Community Pulse
Act! CRM
Workamajig
Features
Act! CRM
Workamajig
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Act! CRM
5.3
5 Ratings
38% below category average
Workamajig
-
Ratings
Customer data management / contact management
5.55 Ratings
00 Ratings
Workflow management
8.03 Ratings
00 Ratings
Territory management
5.03 Ratings
00 Ratings
Opportunity management
7.05 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
5.05 Ratings
00 Ratings
Contract management
3.02 Ratings
00 Ratings
Quote & order management
3.53 Ratings
00 Ratings
Interaction tracking
5.04 Ratings
00 Ratings
Channel / partner relationship management
6.04 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Act! CRM
8.7
3 Ratings
13% above category average
Workamajig
-
Ratings
Case management
8.03 Ratings
00 Ratings
Call center management
9.03 Ratings
00 Ratings
Help desk management
9.02 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Act! CRM
5.5
5 Ratings
33% below category average
Workamajig
-
Ratings
Lead management
5.55 Ratings
00 Ratings
Email marketing
5.55 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Act! CRM
6.5
4 Ratings
16% below category average
Workamajig
-
Ratings
Task management
6.54 Ratings
00 Ratings
Billing and invoicing management
6.53 Ratings
00 Ratings
Reporting
6.54 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Act! CRM
5.7
5 Ratings
28% below category average
Workamajig
-
Ratings
Forecasting
5.54 Ratings
00 Ratings
Pipeline visualization
6.05 Ratings
00 Ratings
Customizable reports
5.54 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Act! CRM
7.4
5 Ratings
3% below category average
Workamajig
-
Ratings
Custom fields
6.55 Ratings
00 Ratings
Custom objects
8.03 Ratings
00 Ratings
Scripting environment
7.02 Ratings
00 Ratings
API for custom integration
8.03 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
Act! CRM
7.0
4 Ratings
18% below category average
Workamajig
-
Ratings
Single sign-on capability
6.53 Ratings
00 Ratings
Role-based user permissions
7.54 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Act! CRM
7.0
1 Ratings
6% below category average
Workamajig
-
Ratings
Social data
7.01 Ratings
00 Ratings
Social engagement
7.01 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Act! CRM
6.5
5 Ratings
13% below category average
Workamajig
-
Ratings
Marketing automation
6.05 Ratings
00 Ratings
Compensation management
7.01 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Act! CRM
4.0
5 Ratings
62% below category average
Workamajig
-
Ratings
Mobile access
4.05 Ratings
00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Act! CRM
-
Ratings
Workamajig
4.9
13 Ratings
43% below category average
Task Management
00 Ratings
8.013 Ratings
Resource Management
00 Ratings
5.513 Ratings
Gantt Charts
00 Ratings
6.16 Ratings
Scheduling
00 Ratings
5.011 Ratings
Workflow Automation
00 Ratings
4.011 Ratings
Team Collaboration
00 Ratings
5.013 Ratings
Support for Agile Methodology
00 Ratings
3.07 Ratings
Support for Waterfall Methodology
00 Ratings
3.07 Ratings
Document Management
00 Ratings
4.013 Ratings
Email integration
00 Ratings
5.510 Ratings
Mobile Access
00 Ratings
1.08 Ratings
Timesheet Tracking
00 Ratings
8.011 Ratings
Change request and Case Management
00 Ratings
4.08 Ratings
Budget and Expense Management
00 Ratings
7.010 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
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.
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
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.
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
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.
ACT follows the basic rules you would expect for this type of software, but actually doing anything sophisticated with it is near impossible without assistance or training. Unless you use it regularly it is difficult to use. I wouldn't recommend it unless you have internal IT support and it will be used regularly.
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.
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!.
Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)
The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable.
It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that.