What users are saying about
53 Ratings
28 Ratings
53 Ratings
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Score 6.4 out of 100
28 Ratings
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Score 7 out of 100

Likelihood to Recommend

Act! CRM

Swiftpage [ACT!] is
robust in nature and a manageable solution available for use as a powerful
marketing tool. It is compiled of a lot of exceptional services with the best
contact and customer management tool. Support needs a lot of attention, as it
needs to be changed and they must have to be more responsive and helpful to
become the best in the market.
Magreat Wilson | TrustRadius Reviewer

Workbooks

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.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
Workbooks
7.7
Customer data management / contact management
Act! CRM
Workbooks
8.5
Workflow management
Act! CRM
Workbooks
8.2
Territory management
Act! CRM
Workbooks
7.7
Opportunity management
Act! CRM
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
Workbooks
6.4
Contract management
Act! CRM
Workbooks
7.2
Quote & order management
Act! CRM
Workbooks
7.6
Interaction tracking
Act! CRM
Workbooks
6.4
Channel / partner relationship management
Act! CRM
Workbooks
8.4

Customer Service & Support

Act! CRM
Workbooks
6.3
Case management
Act! CRM
Workbooks
6.2
Call center management
Act! CRM
Workbooks
6.8
Help desk management
Act! CRM
Workbooks
5.8

Marketing Automation

Act! CRM
Workbooks
7.3
Lead management
Act! CRM
Workbooks
8.0
Email marketing
Act! CRM
Workbooks
6.6

CRM Project Management

Act! CRM
Workbooks
7.5
Task management
Act! CRM
Workbooks
7.7
Billing and invoicing management
Act! CRM
Workbooks
6.8
Reporting
Act! CRM
Workbooks
7.8

CRM Reporting & Analytics

Act! CRM
Workbooks
8.6
Forecasting
Act! CRM
Workbooks
8.2
Pipeline visualization
Act! CRM
Workbooks
8.8
Customizable reports
Act! CRM
Workbooks
8.8

Customization

Act! CRM
Workbooks
7.7
Custom fields
Act! CRM
Workbooks
8.4
Custom objects
Act! CRM
Workbooks
7.6
Scripting environment
Act! CRM
Workbooks
7.5
API for custom integration
Act! CRM
Workbooks
7.5

Security

Act! CRM
Workbooks
7.5
Single sign-on capability
Act! CRM
Workbooks
7.0
Role-based user permissions
Act! CRM
Workbooks
8.0

Social CRM

Act! CRM
Workbooks
6.6
Social data
Act! CRM
Workbooks
6.0
Social engagement
Act! CRM
Workbooks
7.3

Integrations with 3rd-party Software

Act! CRM
Workbooks
6.9
Marketing automation
Act! CRM
Workbooks
6.7
Compensation management
Act! CRM
Workbooks
7.0

Platform

Act! CRM
Workbooks
4.2
Mobile access
Act! CRM
Workbooks
4.2

Pros

Act! CRM

  • Lots of fields for adapting the software to your own requirements.
  • Excellent tracking of activities/details in sales pipeline process.
  • Excellent robust reporting to provide a very clear picture of prospecting activities.
  • Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.
Laurence Sarner | TrustRadius Reviewer

Workbooks

  • 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
Chris Hood | TrustRadius Reviewer

Cons

Act! CRM

  • Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
  • Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.
Anonymous | TrustRadius Reviewer

Workbooks

  • 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).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Act! CRM

Act! CRM 1.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso 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.
Paul Reynolds | TrustRadius Reviewer

Usability

Act! CRM

Act! CRM 1.3
Based on 4 answers
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.
Anonymous | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

Act! CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Support Rating

Act! CRM

Act! CRM 5.2
Based on 14 answers
Following a few interactions with support staff over the phone where we failed to correct the issues we were calling about, we ended up going back to the consultant who we purchased the software through and continued to use her for support rather than call Swiftpage ACT! directly. Our consultant was much more helpful in finding and correcting our issues.
Anonymous | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

Online Training

Act! CRM

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Implementation Rating

Act! CRM

Act! CRM 1.0
Based on 3 answers
Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
Terry Kungel | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

Act! CRM

Although other CRM's like HubSpot offer a free solution, I found that it didn't give much and the add-ons were very expensive. Many other companies have interfaces that are clunky or hard to understand. Also I found that many just offer way too many features that we would never use that just made it more difficult to use what we needed. The customized options are just way to expensive for the simplistic offering we need. Swiftpage ACT! just provides a solution that works for us.
John Hamel | TrustRadius Reviewer

Workbooks

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.
Adam Grieve | TrustRadius Reviewer

Return on Investment

Act! CRM

  • ACT! pays for itself by keeping me organized.
  • I don't have to remember to contact a prospect, ACT! remembers for me, letting me schedule follow ups for a date and time that works for me. That means greater sales success.
  • ACT! enables me to search for information as well as contacts.
Mary Westheimer | TrustRadius Reviewer

Workbooks

  • 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
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

Act! CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Act! CRM Editions & Modules

On-premise Edition
Act! Premium - Basic$37.501
Select - Extra Features$791
Complete - Extra Features$1991
Advanced - Extra Features$3991
  1. per user, per month (billed annually)
SaaS Edition
Essentials$221
Standard$401
Expert$551
  1. per user, per month
Additional Pricing Details
For SaaS version, discount available for annual subscription.

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Act! CRM
6.0
Workbooks
7.0

Likelihood to Renew

Act! CRM
1.0
Workbooks
8.5

Usability

Act! CRM
1.3
Workbooks
7.3

Reliability and Availability

Act! CRM
Workbooks
9.1

Support Rating

Act! CRM
5.2
Workbooks
8.2

Online Training

Act! CRM
Workbooks
6.4

Implementation Rating

Act! CRM
1.0
Workbooks

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