What users are saying about

Act-On

334 Ratings

Junxure

2 Ratings

Act-On

334 Ratings
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Score 7 out of 101

Junxure

2 Ratings
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Score 7.7 out of 101

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Likelihood to Recommend

Act-On

I think Act-On would work equally well for small to large companies. If you are less confident or experienced in automation and funneling, Act-On genuinely invests in the expertise to guide and support you so you can be continually learning and developing your skills and application for the platform. You never feel you are in the deep end
Sue Maldonado profile photo

Junxure

If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.
No photo available

Feature Rating Comparison

Email & Online Marketing

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

Lead Management

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

Campaign Management

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

Social Media Marketing

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

Reporting & Analytics

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

Platform & Infrastructure

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

Sales Force Automation

Act-On
Junxure
8.3
Customer data management / contact management
Act-On
Junxure
9.0
Workflow management
Act-On
Junxure
8.0
Opportunity management
Act-On
Junxure
9.0
Contract management
Act-On
Junxure
7.0
Quote & order management
Act-On
Junxure
9.0
Interaction tracking
Act-On
Junxure
9.0
Channel / partner relationship management
Act-On
Junxure
7.0

Customer Service & Support

Act-On
Junxure
10.0
Case management
Act-On
Junxure
10.0
Help desk management
Act-On
Junxure
10.0

Marketing Automation

Act-On
Junxure
10.0
Lead management
Act-On
Junxure
10.0
Email marketing
Act-On
Junxure
10.0

CRM Project Management

Act-On
Junxure
8.3
Task management
Act-On
Junxure
8.0
Billing and invoicing management
Act-On
Junxure
9.0
Reporting
Act-On
Junxure
8.0

CRM Reporting & Analytics

Act-On
Junxure
8.0
Pipeline visualization
Act-On
Junxure
9.0
Customizable reports
Act-On
Junxure
7.0

Customization

Act-On
Junxure
7.3
Custom fields
Act-On
Junxure
8.0
Custom objects
Act-On
Junxure
8.0
API for custom integration
Act-On
Junxure
6.0

Security

Act-On
Junxure
9.0
Single sign-on capability
Act-On
Junxure
8.0
Role-based user permissions
Act-On
Junxure
10.0

Social CRM

Act-On
Junxure
8.0
Social data
Act-On
Junxure
8.0
Social engagement
Act-On
Junxure
8.0

Integrations with 3rd-party Software

Act-On
Junxure
9.5
Marketing automation
Act-On
Junxure
9.0
Compensation management
Act-On
Junxure
10.0

Pros

  • I have used a number of marketing automation systems over the years from Oracle to Salesforce. However none of these have been as easy to use from a platform perspective.
  • Its very intuitive and in a short period of weeks we have been able to set up the platform, fully integrate it with our systems and create lead scoring and funnel reports.
  • If I am ever stuck our amazing customer success manager is there to help us with weekly calls and demos which focus on our business needs and requirements.
Mark Terry profile photo
  • Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
  • Great list of integrations and partners
  • Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
  • It's so clean, it's so easy to use. People will get it day 1!
No photo available

Cons

  • As with all new entrants into the market, there are features to make it better...however there is a product request hub which is regularly monitored, for me its acceleration of these ideas into the platform.
  • Deeper integration with Google Analytics to understand traffic coming onto the site, from what channel/source and attributing this to the contact/lead and funnel reports.
  • Out-of-box data out integrations with BI solutions such Tableau and MS Power BI.
  • A full marketplace of vendors who can connect with Act-On e.g. SMMS, IP Tracking, Call Tracking.
Mark Terry profile photo
  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
No photo available

Likelihood to Renew

Act-On8.9
Based on 112 answers
Act-On Software is becoming an extension of our business!
Jim Lovelady profile photo
No score
No answers yet
No answers on this topic

Usability

Act-On7.2
Based on 31 answers
This has been my experience since Day 1
Jim Lovelady 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
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
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
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM.Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
No photo available

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
  • Keeps track of every word said by a client.
  • Helps people outside of the investment world to get acclimated to the terminology.
  • Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically)
  • Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map.
  • AKA, go get Junxure asap!
No photo available

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.

Junxure

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