Act! CRM vs. Zoho Creator

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.

Incentivized

If you are using some application of Zoho and want some more functionality into it, Use Zoho creator to develop a separate app as per requirement and integrate it with your Zoho App. Small organization can use creator to make apps but it can be used for small range of storage, For Large organization , it may be not feasible.

Incentivized

• 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.

• Accountability for each employee work which is very vital for any organization
• Making operations very simple even that a simple lay man would be able to perform detailed work like a pro
• Data tracking in live was made possible
• Using proper Manpower for the work they are apt.

Incentivized

• The auto saving function is not great. It means a simple slip or mistype can change an entire record easily.
• The reports are clunky and if you've changed the field names, that doesn't get reflected in the reports.
• The interface is still clunky. It is hard to see all the information for a contact all in one place. It gets broken up too much.

Incentivized

• In C6, the new setup of permissions is not logical. Admins now have access to every application rather than specific applications, which impacts data confidentiality.
• In C6, the new feature for having multiple environments is very limited as it does not work for ZOHO Creator applications that are linked to other Zoho Creator applications in the same workspace - which is not logical at all.
• In C6, the revised permissions for Developers do not allow the developer to assign permissions to users or to publish forms, reports, pages, etc....which again is not logical.

Incentivized

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.

Incentivized

Today Zoho Creator is included in our current plan from Zoho One, but if it was needed to pay apart it should be done because the software we created became very important for our team. The use of Zoho Creator contributes to endorse the Zoho One subscription year after year.

Incentivized

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.

Its quite easy if one has the need, interest and passion to build applications and solutions through low-code. One example would be, that my finance head who has absolutely nothing to do with tech and apps, is now able to create apps and manage Zoho Creator all by himself. So its all about the interest and how much time we put to learn the tool. Having said that, its quite easy to learn the tool and create anything that's within our scope of knowledge.

Incentivized

In an earlier comment, I mentioned Zoho's excellent uptime. I have been using the system for over 6 years, and have experienced only momentary outages, and of those, only a hand full over the years. It is extremely reliable

Incentivized

We do not integrate Zoho with other systems at this time, but rarely are searches, database exports, record edits or creation tasks ever slow enough to notice. It is quite usable

Incentivized

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.

I recommend Zoho Creator very often. A lot of companies go big earlier than they need to and spend way too much on SalesForce & Marketo. I worked for a small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho Creator was incredibly easy to set up, intuitive to use, and contains all the most essential features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredibly useful in acquiring leads, nurturing them, and tracking pipeline in Zoho Creator. Our small sales team found it very easy to use and loved it.

Incentivized

Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.

Even if it is a easy to use platform, it got some issues on the implementation that could easily handle by IT teams. In our scenario this team don't exist anymore, and the business/marketing team had their expectations that it was quickier to be implemented. So, consider a professional help on this implementation could be cost more (of cource) but it would be helpful to manage the issues and expectations.

Incentivized

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!.

Incentivized

Zoho Creator stands out for its balance of affordability, ease of use, and powerful customization options. While it may not offer the same level of enterprise-scale features as platforms like OutSystems or Mendix, it provides a robust solution that meets the needs of many businesses, especially those looking for an integrated, cost-effective low-code platform with strong support for both simple and complex applications.

Incentivized

Zoho is incredibly versatile. Much thought was put in to the way the platform functions. I've yet to face a situation where Zoho would not be able to do what I needed. That being said, because of its power, it can also be a bit intimidating technically. Simple needs are simple. More complex needs are ... more complex! Overall, it's a powerful, robust platform

Incentivized

• 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%.

Incentivized

• With using Zoho Creator we are able to build apps that we may otherwise pay a pretty penny for. We may risk some features we could get from a 3rd party app but the fact that the data we do collect can easily syn with our CRM and Accounting systems makes up for this.
• Negatively speaking, it takes time to fine tune and really craft your application. I am not a coder, nor do I have a coding background, so patience is key as you design and build out your application.

Incentivized