What users are saying about
342 Ratings
9 Ratings
342 Ratings
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Score 7 out of 101
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.2 out of 101

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Likelihood to Recommend

Act-On

If you have an existing CRM system, like Microsoft 365, you can integrate campaign automation with Act-On, and then it is worth most of the time it takes to get less-experienced employees on-boarded. In other cases that require more minimal use, the on-boarding may be too lengthy. In that case, it may be better-suited to choose a different SaaS that tracks campaign, ROI, lead scoring, etc.
Fedor Paretsky profile photo

CallSource

Callsource has been great to work with since it's easy for us to sort the reports by client, and hand them out accordingly. If you need tracking numbers for campaigns, and if you want the bonus feature of listening to phone calls then it's great.
No photo available

Feature Rating Comparison

Email & Online Marketing

Act-On
7.3
CallSource
WYSIWYG email editor
Act-On
7.9
CallSource
Dynamic content
Act-On
7.1
CallSource
Ability to test dynamic content
Act-On
6.7
CallSource
Landing pages
Act-On
7.0
CallSource
A/B testing
Act-On
6.9
CallSource
Mobile optimization
Act-On
6.8
CallSource
Email deliverability
Act-On
7.8
CallSource
List management
Act-On
6.4
CallSource
Triggered drip sequences
Act-On
9.2
CallSource

Lead Management

Act-On
7.3
CallSource
Lead nurturing
Act-On
7.0
CallSource
Lead scoring and grading
Act-On
7.4
CallSource
Data quality management
Act-On
7.9
CallSource
Automated sales alerts and tasks
Act-On
6.7
CallSource

Campaign Management

Act-On
7.6
CallSource
Calendaring
Act-On
6.8
CallSource
Event/webinar marketing
Act-On
8.5
CallSource

Social Media Marketing

Act-On
7.9
CallSource
Social sharing and campaigns
Act-On
7.9
CallSource
Social profile integration
Act-On
7.9
CallSource

Reporting & Analytics

Act-On
5.7
CallSource
Dashboards
Act-On
5.5
CallSource
Standard reports
Act-On
6.0
CallSource
Custom reports
Act-On
5.7
CallSource

Platform & Infrastructure

Act-On
7.3
CallSource
API
Act-On
9.2
CallSource
Role-based workflow & approvals
Act-On
6.8
CallSource
Customizability
Act-On
6.7
CallSource
Integration with Salesforce.com
Act-On
8.0
CallSource
Integration with Microsoft Dynamics CRM
Act-On
6.1
CallSource
Integration with SugarCRM
Act-On
7.0
CallSource

Cloud PBX

Act-On
CallSource
9.0
Call reports
Act-On
CallSource
9.0

Call Management

Act-On
CallSource
8.8
Answering rules
Act-On
CallSource
8.0
Call recording
Act-On
CallSource
9.0
Call park
Act-On
CallSource
9.0
Call screening
Act-On
CallSource
9.0
Message alerts
Act-On
CallSource
9.0

Pros

  • Digital marketing campaign integrations, like Google Adwords, email tracking, other tools that track audiences, and website integrations like WordPress or Square Space.
  • The customer support, from what I've heard, is very good.
  • Integrations with other CRM systems make this really easy to add to a company's workflow.
Fedor Paretsky profile photo
  • Reporting: Reporting is very easy to pull.
  • Phone Call Tracking: The software makes it very easy to listen to phone calls.
No photo available

Cons

  • It is one of the most expensive tools on the market, the price, compared to other similar tools, is very high.
  • It's a little difficult to get accustomed to this software, it looks like it's designed for people that already have experience in the marketing and campaigns space.
  • There are some necessary features, like contacts and sales users limitations, that are only available at higher pricing tiers, despite being already expensive for some of the lower tiers.
Fedor Paretsky profile photo
  • Phone Call Recording: The only place where I would like to see improvement is the number of calls that you can listen to. Calls are kept in their database for 30 days, and while they do give the option to download the calls I would prefer to be able to login and pull past calls as needed. Past calls, months down the road can be important to clients so they can compare the strength of their sales teams and see where improvement is needed. It lets you monitor overall campaign effectiveness, and if Callsource added this feature then they'd be unbeatable.
No photo available

Likelihood to Renew

Act-On8.9
Based on 112 answers
Great product, easy to use, promising roadmap and amazing customer success team.
Mark Terry profile photo
CallSource9.0
Based on 1 answer
It's easy to use, we've had the account for a long time
No photo available

Usability

Act-On7.2
Based on 31 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 profile photo
No score
No answers yet
No answers on this topic

Reliability and Availability

Act-On9.1
Based on 14 answers
This product has never been down when I needed it
Ian Nate profile photo
No score
No answers yet
No answers on this topic

Performance

Act-On8.2
Based on 13 answers
Act-On just keeps improving.
Angie J Anderson profile photo
No score
No answers yet
No answers on this topic

Support

Act-On8.8
Based on 38 answers
Always available with professional personnel who care about getting it right the first time
Jim Lovelady profile photo
No score
No answers yet
No answers on this topic

In-Person Training

Act-On8.7
Based on 4 answers
My Account Manager has led me through countless amounts of training on the product as a whole and through some of my integrations.
Vinny Poliseno profile photo
No score
No answers yet
No answers on this topic

Online Training

Act-On9.3
Based on 16 answers
Katherine Pomfret profile photo
No score
No answers yet
No answers on this topic

Implementation

Act-On8.6
Based on 22 answers
Go Slow - Test - Test - TEST
Angie J Anderson profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

HubSpot's pricing tiers are much cheaper in some cases, and they provide some of the tools that are included with Act-On Software's premium tiers. I believe Act-On has more versatility in tracking conversion and other rates out-of-the-box compared HubSpot, which is why we chose Act-On for our production metrics and have continued using their products.
Fedor Paretsky profile photo
No photo available

Return on Investment

  • Quality of communication
  • Understanding of who is engaging with our communications
  • Better guidance around comms optimized for SEO and engagement
  • Removes the headache of admin around webinars, events, and demos
Sue Maldonado profile photo
  • Not missing calls and knowing that we capture all phone traffic
  • Helping identify easily the call source so our advertising dollars are used well
  • Customer service has gone up with associates
Jason Schorr profile photo

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
Act-On
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.

CallSource

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
CallSource Editions & Modules
CallSource
Additional Pricing Details