What users are saying about
393 Ratings
8 Ratings
393 Ratings
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Score 8.2 out of 100
8 Ratings
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Score 7.6 out of 100

Likelihood to Recommend

Act-On

Act-On [Software] has a good online reputation and its one of the few companies with transparent pricing. It is a strong choice for businesses that value marketing insights to drive social media and CRM. I consider this software a versatile digital marketing partner because of its scalability to meet every need of the business.
Toby Bottin | TrustRadius Reviewer

Caterease

Integration with Microsoft Access - We use Access for a lot of different Queries, such as for our bar back to know the specifics of each bar. Caterease allows Access to pull data directly so all we have to do is run the report instead of entering all the information manually. Same with diagramming, having software like Placez that pulls from Caterease allows for such things as table and chair counts to be pulled directly from Caterease instead of having to place each individual table.
Nick Faulkenberg | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Act-On
9.2
Caterease
WYSIWYG email editor
Act-On
9.5
Caterease
Dynamic content
Act-On
9.2
Caterease
Ability to test dynamic content
Act-On
9.0
Caterease
Landing pages
Act-On
9.0
Caterease
A/B testing
Act-On
9.4
Caterease
Mobile optimization
Act-On
9.6
Caterease
Email deliverability reporting
Act-On
8.9
Caterease
List management
Act-On
9.4
Caterease
Triggered drip sequences
Act-On
9.2
Caterease

Lead Management

Act-On
9.5
Caterease
Lead nurturing
Act-On
9.6
Caterease
Lead scoring and grading
Act-On
9.8
Caterease
Data quality management
Act-On
9.3
Caterease
Automated sales alerts and tasks
Act-On
9.1
Caterease

Campaign Management

Act-On
8.1
Caterease
Calendaring
Act-On
6.8
Caterease
Event/webinar marketing
Act-On
9.4
Caterease

Social Media Marketing

Act-On
9.3
Caterease
Social sharing and campaigns
Act-On
9.3
Caterease
Social profile integration
Act-On
9.3
Caterease

Reporting & Analytics

Act-On
9.1
Caterease
Dashboards
Act-On
9.0
Caterease
Standard reports
Act-On
8.8
Caterease
Custom reports
Act-On
9.4
Caterease

Platform & Infrastructure

Act-On
9.3
Caterease
API
Act-On
9.1
Caterease
Role-based workflow & approvals
Act-On
9.1
Caterease
Customizability
Act-On
9.5
Caterease
Integration with Salesforce.com
Act-On
9.5
Caterease
Integration with Microsoft Dynamics CRM
Act-On
9.4
Caterease
Integration with SugarCRM
Act-On
9.0
Caterease

Pros

Act-On

  • Establishes a simple but very decisive way of how to perform specialized marketing work.
  • It includes the monitoring of advertising networks or account management on digital platforms and social networks.
  • The support is solid; it takes all the suggestions and doubts I have regarding the software.
Korey Migdal | TrustRadius Reviewer

Caterease

  • Quick updates to contracts/files
  • Great integrations available
  • Report generation
Emily Hammell | TrustRadius Reviewer

Cons

Act-On

  • The designer tools, especially for emails, were often difficult to use. The formatting of the text would be all over the place and change / refuse to change at random. Moving boxes around was shifty and sometimes nearly impossible. It just wasn't customizeable enough. No "undo" functionality either.
  • The only way to collect information expansively over time (there's a term Act-On uses for it, I can't recall) where it adds questions to the form each time a user fills it out, is if the person were to fill out the same form multiple times. I know this does happen for some websites/resources, but as a company that wanted to collect new information each time someone filled out any form, regardless of the resource or the URL, that was simply not an option, and that doesn't really make a lot of sense. I know it's not really possible to track someone but if they filled out the first part of the form and then it added new questions to answer, and then they submitted and got through the gating, that would actually be helpful.
  • There was no "trash can" of sorts in case you deleted something by mistake. This could be so stress-inducing if it was a major project. My coworker did this once, contacted Act-On, they couldn't even recover it.
Anonymous | TrustRadius Reviewer

Caterease

  • It’s a great program, but it’s missing some aspects that would be incredibly useful. It has the ability to store venues and locations that you’ve used in the past, but it doesn’t allow you to associate a tax rate with the saved venue. As our company handles events all throughout Southern California and tax rates are constantly changing, it would be nice to be able to assign certain tax rates to certain zip codes and venues.
  • It can be a little finicky sometimes with its equipment conflict algorithm. There will be events In the system that have been marked as cancelled, yet it will insist that an event I am working on has an equipment conflict with it (even though that event is not going through). It will not let you save out of your event and, sometimes, will end up deleting all your changes and progress, which is incredibly frustrating.
  • I wish there was a way to export PDFs of your proposals without re-saving your entire proposal. Sometimes, clients will ask for two versions of the same proposal with just slight changes, and it’s annoying to have to go in and completely re-do and save the proposal and have to adjust it back to the original.
  • It would be nice if there was a way to see a history of all of the changes that had been made in a proposal, that would be great. Because we often have many hands on each event we do, having a comprehensive list of all the changes made to each proposal and the date and times, and users who made these changes would be an incredible asset.
Gigi Greene | 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

Caterease

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

Caterease

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

Caterease

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

Caterease

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

Caterease

Caterease 9.0
Based on 1 answer
I have not had to use the support in my over 3 years of using Caterease. This is why I gave it a 9 rating because even though I haven't had to interact with support, the fact that I haven't had to use support speaks volumes to how good the software is and how it is user friendly.
Nick Faulkenberg | TrustRadius Reviewer

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

Caterease

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

Caterease

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

Caterease

No score
No answers yet
No answers on this topic

Alternatives Considered

Act-On

Act-On is easier to use than Marketo, but not as visually appealing and user-friendly as HubSpot. It's much better than Pardot, as Pardot feel clunky every step of the way. SharpSpring is comparable because of its price point but surpasses Act-On in its tools and intuitive interface. We selected Act-On because of the pricing model and thought all things would be close to parity with other options. It depends on the team you have. If you have developers and a marketing team that knows some html/css, you can get by with Act-On.
Kyle Moloo | TrustRadius Reviewer

Caterease

I haven’t used too many other events programs in the past – at a former company, we used the back end of our website in order to create events, but Caterease is a lot more user-friendly. Our website wasn’t particularly fancy – it didn’t allow us to conflict check or see if there was another event at the same time. It was used for the sole purpose of posting the information to our system – not for creating full proposals. Caterease is much more effective for what we need to use it for in this context.
Gigi Greene | 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

Caterease

No score
No answers yet
No answers on this topic

Return on Investment

Act-On

  • With the Automated Series, we were able to put in place campaigns that generated revenue that took no time to continue running once set up. This was a positive feature allowing employees to work on another project while the campaign ran on their own.
Danielle Armour | TrustRadius Reviewer

Caterease

  • Has made our team more efficient and be able to have a central place to store all info so everyone can access it.
  • Manually printing BEOs has proven to be incredibly inefficient as they get updated quickly and often times just causes confusion and mistakes.
  • It's nice to be able to generate contracts fairly quickly for clients
Emily Hammell | 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.

Caterease

General

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

Caterease Editions & Modules

Additional Pricing Details

Rating Summary

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