Act! CRM vs. Workamajig

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
Workamajig
Score 6.2 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! CRMWorkamajig
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! CRMWorkamajig
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsFor SaaS version, discount available for annual subscription.
More Pricing Information
Features
Act! CRMWorkamajig
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
Workamajig
-
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)1.73 Ratings00 Ratings
Quote & order management4.01 Ratings00 Ratings
Interaction tracking9.52 Ratings00 Ratings
Channel / partner relationship management1.42 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
Workamajig
-
Ratings
Case management1.82 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
Workamajig
-
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
Workamajig
-
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
Workamajig
-
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
Workamajig
-
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
Workamajig
-
Ratings
Single sign-on capability7.01 Ratings00 Ratings
Role-based user permissions9.02 Ratings00 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
Workamajig
-
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
Workamajig
-
Ratings
Mobile access2.03 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Act! CRM
-
Ratings
Workamajig
4.9
13 Ratings
42% below category average
Task Management00 Ratings8.013 Ratings
Resource Management00 Ratings5.513 Ratings
Gantt Charts00 Ratings6.16 Ratings
Scheduling00 Ratings5.011 Ratings
Workflow Automation00 Ratings4.011 Ratings
Team Collaboration00 Ratings5.013 Ratings
Support for Agile Methodology00 Ratings3.07 Ratings
Support for Waterfall Methodology00 Ratings3.07 Ratings
Document Management00 Ratings4.013 Ratings
Email integration00 Ratings5.510 Ratings
Mobile Access00 Ratings1.08 Ratings
Timesheet Tracking00 Ratings8.011 Ratings
Change request and Case Management00 Ratings4.08 Ratings
Budget and Expense Management00 Ratings7.010 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Act! CRM
-
Ratings
Workamajig
6.7
10 Ratings
10% below category average
Quotes/estimates00 Ratings7.07 Ratings
Invoicing00 Ratings7.97 Ratings
Project & financial reporting00 Ratings6.010 Ratings
Integration with accounting software00 Ratings6.03 Ratings
Best Alternatives
Act! CRMWorkamajig
Small Businesses
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Score 9.8 out of 10
Stackby
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Score 9.6 out of 10
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Creatio
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Score 9.2 out of 10
SAP Ruum
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Score 9.0 out of 10
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Creatio
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Score 9.2 out of 10
Quickbase
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Score 9.2 out of 10
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User Ratings
Act! CRMWorkamajig
Likelihood to Recommend
2.2
(18 ratings)
6.0
(13 ratings)
Likelihood to Renew
1.0
(2 ratings)
-
(0 ratings)
Usability
7.0
(7 ratings)
-
(0 ratings)
Support Rating
1.8
(14 ratings)
-
(0 ratings)
Implementation Rating
1.0
(2 ratings)
-
(0 ratings)
User Testimonials
Act! CRMWorkamajig
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
Workamajig
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.
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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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Workamajig
  • 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
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
Workamajig
  • 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.
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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
Workamajig
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
Workamajig
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
Workamajig
No answers on this topic
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
Workamajig
No answers on this topic
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
Workamajig
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.)
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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
Workamajig
  • 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.
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