What users are saying about
381 Ratings
4 Ratings
381 Ratings
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Score 7.5 out of 100
4 Ratings
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Score 6 out of 100

Likelihood to Recommend

Act-On

There are so many ways it could improve with just smoother functionality and UI/UX, mostly in the ways I said it needed improvement that are quite major. But overall I think it has the right ideas and tries to offer a lot of options for marketing tasks and a solid system for working with a marketing funnel.
Anonymous | TrustRadius Reviewer

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Act-On
8.3
Aptean CRM
WYSIWYG email editor
Act-On
8.2
Aptean CRM
Dynamic content
Act-On
7.7
Aptean CRM
Ability to test dynamic content
Act-On
7.8
Aptean CRM
Landing pages
Act-On
8.0
Aptean CRM
A/B testing
Act-On
8.0
Aptean CRM
Mobile optimization
Act-On
8.8
Aptean CRM
Email deliverability reporting
Act-On
8.6
Aptean CRM
List management
Act-On
8.7
Aptean CRM
Triggered drip sequences
Act-On
8.7
Aptean CRM

Lead Management

Act-On
8.2
Aptean CRM
Lead nurturing
Act-On
8.8
Aptean CRM
Lead scoring and grading
Act-On
8.7
Aptean CRM
Data quality management
Act-On
7.3
Aptean CRM
Automated sales alerts and tasks
Act-On
8.0
Aptean CRM

Campaign Management

Act-On
7.8
Aptean CRM
Calendaring
Act-On
6.8
Aptean CRM
Event/webinar marketing
Act-On
8.8
Aptean CRM

Social Media Marketing

Act-On
6.1
Aptean CRM
Social sharing and campaigns
Act-On
6.3
Aptean CRM
Social profile integration
Act-On
5.8
Aptean CRM

Reporting & Analytics

Act-On
7.8
Aptean CRM
Dashboards
Act-On
8.0
Aptean CRM
Standard reports
Act-On
7.7
Aptean CRM
Custom reports
Act-On
7.5
Aptean CRM

Platform & Infrastructure

Act-On
8.4
Aptean CRM
API
Act-On
8.0
Aptean CRM
Role-based workflow & approvals
Act-On
8.5
Aptean CRM
Customizability
Act-On
8.0
Aptean CRM
Integration with Salesforce.com
Act-On
8.3
Aptean CRM
Integration with Microsoft Dynamics CRM
Act-On
9.1
Aptean CRM
Integration with SugarCRM
Act-On
8.8
Aptean CRM

Sales Force Automation

Act-On
Aptean CRM
4.4
Customer data management / contact management
Act-On
Aptean CRM
7.0
Workflow management
Act-On
Aptean CRM
5.0
Territory management
Act-On
Aptean CRM
1.0
Opportunity management
Act-On
Aptean CRM
7.0
Integration with email client (e.g., Outlook or Gmail)
Act-On
Aptean CRM
6.0
Contract management
Act-On
Aptean CRM
1.0
Quote & order management
Act-On
Aptean CRM
6.0
Interaction tracking
Act-On
Aptean CRM
5.0
Channel / partner relationship management
Act-On
Aptean CRM
2.0

Customer Service & Support

Act-On
Aptean CRM
6.5
Case management
Act-On
Aptean CRM
7.0
Call center management
Act-On
Aptean CRM
6.0

Marketing Automation

Act-On
Aptean CRM
5.5
Lead management
Act-On
Aptean CRM
6.0
Email marketing
Act-On
Aptean CRM
5.0

CRM Project Management

Act-On
Aptean CRM
2.7
Task management
Act-On
Aptean CRM
4.0
Billing and invoicing management
Act-On
Aptean CRM
1.0
Reporting
Act-On
Aptean CRM
3.0

CRM Reporting & Analytics

Act-On
Aptean CRM
5.3
Forecasting
Act-On
Aptean CRM
4.0
Pipeline visualization
Act-On
Aptean CRM
4.0
Customizable reports
Act-On
Aptean CRM
8.0

Customization

Act-On
Aptean CRM
6.5
Custom fields
Act-On
Aptean CRM
10.0
Custom objects
Act-On
Aptean CRM
3.0

Security

Act-On
Aptean CRM
9.0
Single sign-on capability
Act-On
Aptean CRM
9.0
Role-based user permissions
Act-On
Aptean CRM
9.0

Pros

Act-On

  • Act-On's customer service is exceptional, they are quick and thorough when you are needing help. For example, we could not figure out how to automate a birthday date for our birthday campaign and the representative was able to walk through the process with myself and another team member. This is a strength of Act-On because many other companies do not have customer services that will speak with you, they direct you to blogs or informational sessions.
  • The landing pages that Act-On has created for use on the web is exceptional. The formatting is very user-friendly and the templates are great to navigate. The landing pages allow you to make the page fit whatever campaign or reason you are in need of. This is a strength of Act-On because the landing pages resolve the issue of having to create actual web pages.
  • The spam feature of Act-On's emails is a great add on. This feature allows you to test how the spam alerts are triggered in your email and how you can fix it. This has helped many emails be developed in a way so that they reach many more people than they would have without this feature. many other programs do not have this feature.
Danielle Armour | TrustRadius Reviewer

Aptean CRM

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier | TrustRadius Reviewer

Cons

Act-On

  • Building email and landing page templates are difficult, the drag and drop builder is not straightforward, and requires coding knowledge
  • The workflow tool is cumbersome and not as intuitive as I'd expect a best in class marketing software's to be
  • Domain connections and domain management functionality made it difficult to manage multiple company domains and subdomains for pages
Kyle Moloo | TrustRadius Reviewer

Aptean CRM

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier | TrustRadius Reviewer

Likelihood to Renew

Act-On

Act-On 8.9
Based on 112 answers
It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us
Damian Leslie | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Usability

Act-On

Act-On 9.1
Based on 32 answers
It's good, but not quite brilliant. Some parts of the interface are still a bit outdated. The product has been evolving very fast, though, and I believe in a few months it will be up there with the best of them, interface wise as well.
Diogo Cabral | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Reliability and Availability

Act-On

Act-On 9.1
Based on 28 answers
I have always found them quick to respond to my query by web inquiry. In those instances when I call, I have always reached help quickly. They are conscientious and skilled in discussing my concern and finding a solution to my problem. Other tech organizations should use Act-On as a model for top-notch customer service.
Eric Kinaitis, MBA | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Performance

Act-On

Act-On 8.2
Based on 26 answers
Great for the most part. Sometimes there are little lags, but that's likely because I'm requesting to see a lot of data at one time.
Anonymous | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Support Rating

Act-On

Act-On 7.3
Based on 78 answers
Since we start using Act-on for ourselves and our clients, we have been supported very well. Often we need to integrate with legacy systems and we find the support team on our side during the whole endeavor. Always asking if they can help us further, always willing to do a better job. The support of Act-On is one of the main differentiators
Harold Klaassen | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

In-Person Training

Act-On

Act-On 8.7
Based on 4 answers
Dan D. was great. He took the time to understand how I needed the program to run, and was very flexible to our special CRM setup.
Anonymous | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Online Training

Act-On

Act-On 9.3
Based on 16 answers
Act-On had a lot of resources, and their staff was great at answering any questions I had to make sure we got started on the right foot. Looking back, I would have preferred some additional training sessions since we didn't have any previous experience with Marketing Automation and best practices.
Carrie Scheetz | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Act-On

Act-On 8.6
Based on 44 answers
What impressed me most is that Act-On showed full committment in making our implementation successful, even when it required additional support from their team. This gave me a lot of warm and fuzzy feelings. Most other software software vendors are not anywhere close to being this responsive and effective
Prabal Roy | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Act-On

Act-On does most everything that Marketo and HubSpot can and Act-On does some of them better and some of them worse. I've outlined the strengths and weaknesses of Act-On already. I am familiar with Marketo and HubSpot but not familiar enough with them to create a matrix type of comparison. Some of the differences are just different, not better or worse. For example, Marketo throws all the contacts into a master list of sorts and segments are created via queries. Act-On has user-created lists and segments built off each list.
Dave Moll | TrustRadius Reviewer

Aptean CRM

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier | TrustRadius Reviewer

Scalability

Act-On

Act-On 9.1
Based on 1 answer
Before I feel like I need more features, the Act-On customer service reps are contacting me telling about new features as part of my account.
Anonymous | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Return on Investment

Act-On

  • Consistently positive ROI: very specific ROI tracking and successful campaign tracking across various mediums: email, website, etc...
  • Negative: Difficult on-boarding, sometimes seems like UI is outdated, so training first time was quite difficult.
  • Negative: Quite expensive compared to other similar solutions
Fedor Paretsky | TrustRadius Reviewer

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier | TrustRadius Reviewer

Screenshots

Pricing Details

Act-On

General

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

Act-On Editions & Modules

Edition
Professional$9001
Enterprise$2,0002
  1. per month (starts at 2,500 active contacts)
  2. per month ( starts at 2,500 active contacts)
Additional Pricing Details
The Professional package starts at 2,500 active contacts, 3 marketing users, 50 sales users and 30,000 API calls per day. The Enterprise package starts at 2,500 active contacts, 6 marketing users, 100 sales users and 30,000 API calls per day. Annual contract required.

Aptean CRM

General

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

Aptean CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Act-On
8.4
Aptean CRM
6.0

Likelihood to Renew

Act-On
8.9
Aptean CRM

Usability

Act-On
9.1
Aptean CRM

Reliability and Availability

Act-On
9.1
Aptean CRM

Performance

Act-On
8.2
Aptean CRM

Support Rating

Act-On
7.3
Aptean CRM

In-Person Training

Act-On
8.7
Aptean CRM

Online Training

Act-On
9.3
Aptean CRM

Implementation Rating

Act-On
8.6
Aptean CRM

Scalability

Act-On
9.1
Aptean CRM

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