Act! CRM vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Act! CRM
Score 6.9 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
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
Act! CRMWorkbooks
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)
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Act! CRMWorkbooks
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsFor SaaS version, discount available for annual subscription.
More Pricing Information
Features
Act! CRMWorkbooks
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
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management9.83 Ratings8.59 Ratings
Workflow management7.42 Ratings8.27 Ratings
Territory management8.52 Ratings7.79 Ratings
Opportunity management9.63 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)1.73 Ratings6.49 Ratings
Quote & order management4.01 Ratings7.68 Ratings
Interaction tracking9.42 Ratings6.48 Ratings
Channel / partner relationship management1.42 Ratings8.48 Ratings
Contract management00 Ratings7.29 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
Workbooks
6.3
8 Ratings
17% below category average
Case management1.82 Ratings6.28 Ratings
Call center management8.22 Ratings6.82 Ratings
Help desk management8.01 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Act! CRM
2.1
3 Ratings
113% below category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management2.13 Ratings8.07 Ratings
Email marketing2.13 Ratings6.67 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
Workbooks
7.5
9 Ratings
1% below category average
Task management8.02 Ratings7.77 Ratings
Billing and invoicing management1.01 Ratings6.88 Ratings
Reporting3.02 Ratings7.87 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
Workbooks
8.6
8 Ratings
12% above category average
Forecasting4.02 Ratings8.28 Ratings
Pipeline visualization4.83 Ratings8.88 Ratings
Customizable reports5.52 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Act! CRM
3.2
3 Ratings
81% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields7.83 Ratings8.48 Ratings
Custom objects2.02 Ratings7.67 Ratings
Scripting environment2.01 Ratings7.56 Ratings
API for custom integration1.12 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Act! CRM
8.0
2 Ratings
4% below category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability7.01 Ratings7.05 Ratings
Role-based user permissions9.02 Ratings8.07 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Act! CRM
1.8
3 Ratings
120% below category average
Workbooks
6.9
6 Ratings
4% below category average
Marketing automation1.83 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Act! CRM
2.1
3 Ratings
113% below category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access2.13 Ratings4.27 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Act! CRM
-
Ratings
Workbooks
6.6
3 Ratings
10% below category average
Social data00 Ratings6.03 Ratings
Social engagement00 Ratings7.31 Ratings
Best Alternatives
Act! CRMWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Act! CRMWorkbooks
Likelihood to Recommend
2.3
(18 ratings)
7.0
(18 ratings)
Likelihood to Renew
1.0
(2 ratings)
8.5
(7 ratings)
Usability
7.0
(7 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
1.8
(14 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
Implementation Rating
1.0
(2 ratings)
-
(0 ratings)
User Testimonials
Act! CRMWorkbooks
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
Workbooks Online
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Read full review
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.
Read full review
Workbooks Online
  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
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
Workbooks Online
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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
Workbooks Online
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Read full review
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
Workbooks Online
No answers on this topic
Reliability and Availability
ACT! LLC
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
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
Workbooks Online
No answers on this topic
Online Training
ACT! LLC
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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
Workbooks Online
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
Workbooks Online
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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
Workbooks Online
  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
Read full review
ScreenShots

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record