What users are saying about

Act-On

334 Ratings

Copper

20 Ratings

Act-On

334 Ratings
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Score 7 out of 101

Copper

20 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.4 out of 101

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Likelihood to Recommend

Act-On

Act-On is at the moment very much an SME platform, however it it moving in the right direction with its recent overhauls e.g. email and landing page creation, data studio and multiple lead scoring.
Mark Terry profile photo

Copper

Prosperworks is 100% best used if you are a G Suite customer. In my opinion, if you use G Suite as a company then you should use Prosperworks as your CRM. The only exception to that is if you have other programs that heavily tie into reporting features of SFDC. However if you're just looking for a solid CRM to track all your notes, activity, collaborate with your team, and run activity reports - ProsperWorks is a pleasure to use and will not disappoint.
Scott Entwistle profile photo

Feature Rating Comparison

Email & Online Marketing

Act-On
7.5
Copper
WYSIWYG email editor
Act-On
7.2
Copper
Dynamic content
Act-On
7.0
Copper
Ability to test dynamic content
Act-On
6.6
Copper
Landing pages
Act-On
7.8
Copper
A/B testing
Act-On
8.0
Copper
Mobile optimization
Act-On
7.6
Copper
Email deliverability
Act-On
8.8
Copper
List management
Act-On
5.8
Copper
Triggered drip sequences
Act-On
8.3
Copper

Lead Management

Act-On
6.6
Copper
Lead nurturing
Act-On
6.2
Copper
Lead scoring and grading
Act-On
6.8
Copper
Data quality management
Act-On
7.1
Copper
Automated sales alerts and tasks
Act-On
6.3
Copper

Campaign Management

Act-On
7.5
Copper
Calendaring
Act-On
6.8
Copper
Event/webinar marketing
Act-On
8.2
Copper

Social Media Marketing

Act-On
6.7
Copper
Social sharing and campaigns
Act-On
6.4
Copper
Social profile integration
Act-On
6.9
Copper

Reporting & Analytics

Act-On
5.2
Copper
Dashboards
Act-On
4.6
Copper
Standard reports
Act-On
5.6
Copper
Custom reports
Act-On
5.5
Copper

Platform & Infrastructure

Act-On
6.4
Copper
API
Act-On
8.0
Copper
Role-based workflow & approvals
Act-On
6.4
Copper
Customizability
Act-On
5.0
Copper
Integration with Salesforce.com
Act-On
8.0
Copper
Integration with Microsoft Dynamics CRM
Act-On
4.1
Copper
Integration with SugarCRM
Act-On
7.1
Copper

Sales Force Automation

Act-On
Copper
7.4
Customer data management / contact management
Act-On
Copper
9.3
Workflow management
Act-On
Copper
7.3
Territory management
Act-On
Copper
6.0
Opportunity management
Act-On
Copper
9.3
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
9.8
Channel / partner relationship management
Act-On
Copper
6.1

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
8.3
Lead management
Act-On
Copper
8.6
Email marketing
Act-On
Copper
8.0

CRM Project Management

Act-On
Copper
5.9
Task management
Act-On
Copper
7.4
Billing and invoicing management
Act-On
Copper
3.0
Reporting
Act-On
Copper
7.3

CRM Reporting & Analytics

Act-On
Copper
8.0
Forecasting
Act-On
Copper
7.4
Pipeline visualization
Act-On
Copper
9.2
Customizable reports
Act-On
Copper
7.3

Customization

Act-On
Copper
7.9
Custom fields
Act-On
Copper
9.7
Custom objects
Act-On
Copper
7.2
Scripting environment
Act-On
Copper
8.0
API for custom integration
Act-On
Copper
6.6

Security

Act-On
Copper
9.3
Single sign-on capability
Act-On
Copper
9.9
Role-based user permissions
Act-On
Copper
8.8

Social CRM

Act-On
Copper
8.9
Social data
Act-On
Copper
8.3
Social engagement
Act-On
Copper
9.5

Integrations with 3rd-party Software

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

Platform

Act-On
Copper
8.2
Mobile access
Act-On
Copper
8.2

Pros

  • Lead nurturing
  • Marketing list segmentation
  • Providing an insight into user behaviour, allowing for a more granular analysis of your current prospects
Andrew Smith profile photo
  • Allows leads to be separated from prospects and not cloud up your system
  • Allows me to track where each lead is and who is following up and who isn't
  • The notes section reminds me about our last communication
  • The task lists keeps me on the ball
  • Integrates seamlessly with gmail
Jim Golden profile photo

Cons

  • More training - There are features I haven't used, due to lack of knowing how to use them. The team has offered to train me on these, I just need to take them up on the offer!
  • Email lists - Sometimes if I remove an opt-out from one list, they are still included in another list. This can just be a source of time-consumption as I have to go find where else the contact is in our account.
Paloma Nazar profile photo
  • My biggest moan comes from when I wanted to work down a list of leads alphabetically and unless you open the contact in a separate window, you lose your place when you return to the contact list (ie starts back at "a").
Jim Golden profile photo

Likelihood to Renew

Act-On8.9
Based on 112 answers
I am extremely happy with Act-On's platform and their service. The service for support and account management is one of the best around. I have always received a timely response and have always felt that my account manager or support person owned the problem or request and did everything they could do to solve it or answer any question I may have had.
Liz Guinn profile photo
No score
No answers yet
No answers on this topic

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
They are great, and have helped us succeed every single time. It's that simple.
Diogo Cabral 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
Easy peasy!
Jim Lovelady profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

I'm sure our team went through the whole vetting process. I was not involved in that part so I am unable to really say how Act-On compares to other solutions in the market. I can say that my experience has been nothing less than excellent and that I think my team made the right decision
Melodie Pierson 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
  • I cant quote hard numbers here as it's only been a few months
  • I am training a brand new agent/ staff member with little business or office experience and she has mastered it quickly
Jim Golden 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