What users are saying about
343 Ratings
24 Ratings
343 Ratings
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Score 7 out of 101
24 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.5 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

Copper

ProsperWorks CRM is good if you want a lightweight solution to give you insight into your current sales that integrates completely with Google Apps and Gmail. You'll need to invest in something more robust like a Salesforce if you want lots of integrations, better analytics/reporting and more complicated work/user flows in your CRM
No photo available

Feature Rating Comparison

Email & Online Marketing

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

Lead Management

Act-On
7.2
Copper
Lead nurturing
Act-On
7.0
Copper
Lead scoring and grading
Act-On
7.4
Copper
Data quality management
Act-On
7.9
Copper
Automated sales alerts and tasks
Act-On
6.6
Copper

Campaign Management

Act-On
7.6
Copper
Calendaring
Act-On
6.8
Copper
Event/webinar marketing
Act-On
8.4
Copper

Social Media Marketing

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

Reporting & Analytics

Act-On
5.7
Copper
Dashboards
Act-On
5.5
Copper
Standard reports
Act-On
5.9
Copper
Custom reports
Act-On
5.6
Copper

Platform & Infrastructure

Act-On
7.3
Copper
API
Act-On
9.3
Copper
Role-based workflow & approvals
Act-On
6.8
Copper
Customizability
Act-On
6.7
Copper
Integration with Salesforce.com
Act-On
8.0
Copper
Integration with Microsoft Dynamics CRM
Act-On
6.1
Copper
Integration with SugarCRM
Act-On
7.0
Copper

Sales Force Automation

Act-On
Copper
7.5
Customer data management / contact management
Act-On
Copper
9.4
Workflow management
Act-On
Copper
7.5
Territory management
Act-On
Copper
6.0
Opportunity management
Act-On
Copper
9.4
Integration with email client (e.g., Outlook or Gmail)
Act-On
Copper
10.0
Contract management
Act-On
Copper
4.8
Quote & order management
Act-On
Copper
4.2
Interaction tracking
Act-On
Copper
9.9
Channel / partner relationship management
Act-On
Copper
6.3

Customer Service & Support

Act-On
Copper
8.7
Case management
Act-On
Copper
8.0
Call center management
Act-On
Copper
9.0
Help desk management
Act-On
Copper
9.0

Marketing Automation

Act-On
Copper
8.4
Lead management
Act-On
Copper
8.8
Email marketing
Act-On
Copper
8.0

CRM Project Management

Act-On
Copper
6.0
Task management
Act-On
Copper
7.5
Billing and invoicing management
Act-On
Copper
3.0
Reporting
Act-On
Copper
7.5

CRM Reporting & Analytics

Act-On
Copper
8.0
Forecasting
Act-On
Copper
7.3
Pipeline visualization
Act-On
Copper
9.2
Customizable reports
Act-On
Copper
7.5

Customization

Act-On
Copper
8.0
Custom fields
Act-On
Copper
9.8
Custom objects
Act-On
Copper
7.5
Scripting environment
Act-On
Copper
8.0
API for custom integration
Act-On
Copper
6.7

Security

Act-On
Copper
9.4
Single sign-on capability
Act-On
Copper
9.9
Role-based user permissions
Act-On
Copper
8.8

Social CRM

Act-On
Copper
9.1
Social data
Act-On
Copper
8.4
Social engagement
Act-On
Copper
9.7

Integrations with 3rd-party Software

Act-On
Copper
6.4
Marketing automation
Act-On
Copper
6.4

Platform

Act-On
Copper
8.3
Mobile access
Act-On
Copper
8.3

Pros

  • Customer service. Act-on is the leader in client support for training, basic tips and trouble shooting to planning our Act-On strategy. The Act-On team is flexible, friendly, engaged and collaborative.
  • Act-On does not over-complicate its offering. It is visually appealing and intuitive. Some platforms are just too complicated to keep on top of. We are a small team with a busy marketing schedule. We do not depend a great deal on online lead generation for our growth, however Act-On is still a good fit for us.
  • Trust. No surprises once we had signed our agreement. In fact, our expectations were exceeded.
  • Value - price for service.
Sue Maldonado profile photo
  • It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
  • They are relatively responsive and easy to get hold of if there are any issues.
  • It's much cheaper than other comparable CRMs.
No photo available

Cons

  • Being able to attach images to social posts
  • More contemporary templates
Sue Maldonado profile photo
  • Sometimes its reporting gets confusing as how to pull certain things.
  • While its point of entry price is great, when you get more powerful its cost gets aligned with higher priced tools.
Daniel Coburn profile photo

Likelihood to Renew

Act-On8.9
Based on 112 answers
We have been using Act-On for a number of years, and after reviewing other companies earlier this year, we are certain that we want to stay active users of Act-On for the foreseeable future.
Paloma Nazar profile photo
No score
No answers yet
No answers on this topic

Usability

Act-On7.2
Based on 31 answers
Everything is set up to be used very easily and and it is very intuitive. The menus are set up well and it's easy to find the areas that I need. Emails and landing pages are very easy to create, and they can be created quickly to help save time on campaigns and projects.
Elizabeth Lepisto 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
Everyone on their team is friendly, helpful, and knowledgeable. Whenever I have a question I know it will be answered in a timely fashion. They understand my questions and are able to find solutions to what I need.
Elizabeth Lepisto profile photo
Copper7.0
Based on 1 answer
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
No photo available

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
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 profile photo
No score
No answers yet
No answers on this topic

Implementation

Act-On8.6
Based on 22 answers
Make sure you have specific goals and define success, that can greatly speed things up.
Diogo Cabral profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

HubSpot - Great templates for email and landing pages. Fantastic for targeted content if you have a large amount of content. Free CMS. Very good sales people promise a lot. But for our test experience, the service support did not stand up to Act-On. And our HubSpot testing indicated that costs would be hard to control as the help desk was of little help with basic problems - always handing us over to consultants who charge for support. The free CMS seemed like a no-brainer in comparisons but we became concerned that if we used HubSpot as our CMS, we may struggle to disentangle ourselves if we needed to in the future. Act-On is not as sophisticated as HubSpot. But for support - which you will need unless you are an experienced platform user - it is critical to our success. It also comes down to how much time you have to learn the system you have chosen - you only get out what you put in. Act-On is simpler and a better fit for our smaller team
Sue Maldonado profile photo
It is a very powerful tool to the level of Sugar and Salesforce. With its tight integration, as a Google product, it is seamless and really assists in managing communication with clients. While Zoho offers a great low-cost solution, ProsperWorks definitely hits the mark for SMB. If you are looking at a CRM you should give ProsperWorks a good look as we were very pleased that we didn't go with HubSpot and moved to Prosper as they didn't nickel and dime for basic functions. Free is good, until you realize it is not free at all (HubSpot).
Daniel Coburn profile photo

Return on Investment

  • As stated in a previous section, one positive impact we have seen so far is the fact that we are more productive and efficient. We are no longer chasing after prospects that are not really interested in purchasing our product.
  • Our marketing team is able to produce nice reports to present at our team meetings every week.
  • The customer support has been so amazing. I needed help with something and had my answer within an hour! I was very impressed by the level of service Act-On provides to their customers.
Melodie Pierson profile photo
  • Solid integration with Google Apps
  • Low cost of entry
  • Higher costs and more functionality are needed when compared to some lower priced solutions
Daniel Coburn 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.

Copper

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