What users are saying about
343 Ratings
2 Ratings
343 Ratings
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Score 7 out of 101
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 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

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

Lead Management

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

Campaign Management

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

Social Media Marketing

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

Reporting & Analytics

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

Platform & Infrastructure

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

  • 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
  • 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

  • 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
  • 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
Great product, easy to use, promising roadmap and amazing customer success team.
Mark Terry profile photo
No score
No answers yet
No answers on this topic

Usability

Act-On7.2
Based on 31 answers
Simple to set up, intuitive and easy to create and push new marketing programs.
Mark Terry 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
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 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
Use UK Professional Services team
Mark Terry 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
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

  • 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
  • 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