What users are saying about
53 Ratings
47 Ratings
53 Ratings
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Score 6.4 out of 100
47 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

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
WORKetc
7.9
Customer data management / contact management
Act! CRM
WORKetc
8.6
Workflow management
Act! CRM
WORKetc
8.3
Opportunity management
Act! CRM
WORKetc
7.8
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
WORKetc
7.9
Contract management
Act! CRM
WORKetc
7.3
Quote & order management
Act! CRM
WORKetc
8.1
Interaction tracking
Act! CRM
WORKetc
7.8
Channel / partner relationship management
Act! CRM
WORKetc
7.3

Customer Service & Support

Act! CRM
WORKetc
8.3
Case management
Act! CRM
WORKetc
9.0
Call center management
Act! CRM
WORKetc
7.3
Help desk management
Act! CRM
WORKetc
8.5

Marketing Automation

Act! CRM
WORKetc
7.4
Lead management
Act! CRM
WORKetc
7.7
Email marketing
Act! CRM
WORKetc
7.1

CRM Project Management

Act! CRM
WORKetc
8.1
Task management
Act! CRM
WORKetc
8.7
Billing and invoicing management
Act! CRM
WORKetc
7.8
Reporting
Act! CRM
WORKetc
7.9

CRM Reporting & Analytics

Act! CRM
WORKetc
7.3
Pipeline visualization
Act! CRM
WORKetc
7.5
Customizable reports
Act! CRM
WORKetc
7.2

Customization

Act! CRM
WORKetc
8.0
Custom fields
Act! CRM
WORKetc
8.4
Custom objects
Act! CRM
WORKetc
8.2
API for custom integration
Act! CRM
WORKetc
7.3

Security

Act! CRM
WORKetc
8.9
Single sign-on capability
Act! CRM
WORKetc
9.1
Role-based user permissions
Act! CRM
WORKetc
8.8

Social CRM

Act! CRM
WORKetc
7.3
Social data
Act! CRM
WORKetc
7.3

Platform

Act! CRM
WORKetc
7.5
Mobile access
Act! CRM
WORKetc
7.5

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

WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Donna Grindle, CHPSE, CHPC | 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

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Ian Nicholson | 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

WORKetc

WORKetc 8.2
Based on 30 answers
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Deanna Perkins | 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

WORKetc

WORKetc 8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody | TrustRadius Reviewer

Reliability and Availability

Act! CRM

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera | TrustRadius Reviewer

Performance

Act! CRM

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 4 answers
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
William Mullane | 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

WORKetc

WORKetc 8.2
Based on 5 answers
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
William Mullane | TrustRadius Reviewer

Online Training

Act! CRM

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera | 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

WORKetc

WORKetc 9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman | TrustRadius Reviewer

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

WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Regan Barrett | TrustRadius Reviewer

Scalability

Act! CRM

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera | 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

WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
Keith Klein | 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.

WORKetc

General

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

WORKetc Editions & Modules

Edition
Starter Edition$781
Team$1952
Foundations$3953
  1. Per Month for up to 2 Users
  2. Per month for up to 3 Users (Each extra user + $49/month)
  3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details

Rating Summary

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