What users are saying about

Act-On

334 Ratings

Proposify

19 Ratings

Act-On

334 Ratings
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Score 7 out of 101

Proposify

19 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 9 out of 101

Add comparison

Likelihood to Recommend

Act-On

The platform is best suited to organisations that have a very strong and well executed content marketing strategy, a well engaged audience and a healthy sales pipeline to get the most out of what the platform can offer.
Andrew Smith profile photo

Proposify

Proposify has a big range of proposal templates, so there's plenty of instances where it will be appropriate. Even if there are no ready-made templates for your specific needs, with a little work upfront, you will save a lot of time and look good doing it
Quentin Aisbett profile photo

Feature Rating Comparison

Email & Online Marketing

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

Lead Management

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

Campaign Management

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

Social Media Marketing

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

Reporting & Analytics

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

Platform & Infrastructure

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

Proposal Creation & Organization

Act-On
Proposify
8.7
Proposal branding
Act-On
Proposify
8.9
Proposal templates
Act-On
Proposify
8.8
Proposal content library updates
Act-On
Proposify
8.2
Searchable proposal database
Act-On
Proposify
8.8

Proposal Collaboration & Workflow

Act-On
Proposify
8.1
Proposal collaboration & approval
Act-On
Proposify
8.2
User permissions/proposal editing controls
Act-On
Proposify
7.8
Sales proposal workflow
Act-On
Proposify
8.4

Proposal Delivery

Act-On
Proposify
8.8
Proposal distribution
Act-On
Proposify
8.4
Interactive proposals
Act-On
Proposify
8.8
Proposal content tracking
Act-On
Proposify
9.3

Pros

  • It not only allows you to see who visited your website, but also what pages they were clicking on. This comes in really handy when you need to separate webinar leads from people who really want to purchase your product and are looking at something like the product tour.
  • We use Dynamics CRM and it has the connector with that system. This allows us to send emails to our prospects directly from our CRM system. As a business development specialist, we constantly work with people who go dark after awhile. With this feature we are able to see whether or not they are opening our emails that we sent. This helps us focus on which prospects we should continue to go after, and which one's we should let go.
  • I LOVE being able to set up alerts for my territories. I can say all the state that I work with, and it sends me an updated list of new people visiting our site in those areas. This means that you don't have to filter through long lists just to find which prospects might be yours. Once again, making your team more productive and efficient.
Melodie Pierson profile photo
  • They are consistently developing the product. New templates and new pricing options recently have made it even more appropriate for us.
  • Love being able to track when a client comes back to a proposal and identify what sections they're spending time on. It helps to be able to reach out and answer any questions they may have.
Quentin Aisbett profile photo

Cons

  • Website Prospector. I've used other tools that are far more sophisticated in matching visitors with companies (instead of ISPs, which Prospector does more often than not) and in preserving a visitor's identity throughout their entire process (such as, linking an identity to an anonymous user once that user is identified via a form). I think it is probably heading in the right direction but at this point I think it's the feature that needs the most attention.
  • E-mail Templates. Templates are created through stationery, which while it would be very easy to use for a company sending out multiple identically-designed e-mails, is a bit cumbersome for more design-focused HTML e-mails. I'd love more flexibility with HTML and WYSIWYG HTML editing.
Lauren Kates profile photo
  • Sometimes I find the pricing tables a little clunky.
  • More styling flexibility would be great.
Quentin Aisbett 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
Proposify10.0
Based on 1 answer
It's become a huge part of our sales process.
Amara Omoregie profile photo

Usability

Act-On7.2
Based on 31 answers
Again, these systems take time to learn, and there's so much under the hood that usability is an issue with any marketing automation software. Act-On provides a nice balance.
David Wank, DMD 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
My access is fast, free, and all issues have been solved FAST.
Charles Harte 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
Trust your success counselor. All 3 had have been spectacular.
Charles Harte profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

Compared to SharpSpring, Act-On has it's act together. SharpSpring is obviously a value tool in comparison. Our major issue with SharpSpring was Salesforce integration; we constantly had issues with leads being re-uploaded, data changing or not changing when it was supposed to, or many other syncing issues that caused many headaches and a lot of clean-up time. I did prefer SharpSpring's anonymous visitor tracking and e-mail creation, but it simply wasn't worth the discounted price to deal with the headaches. The ease of setting up automation and integrating it with Salesforce made Act-On 100% worth the upgrade, and I wish we hadn't spent a few months trying to make something else work for us.
Lauren Kates profile photo
Proposify allows me to save templates and template sections, which for me is the biggest difference. Although Adobe pdf is nice it lacked in many features that I didn't even realize were out there and that now save me so much time. Another thing I love with Proposify compared to Adobe is that I can move sections around much easier on the screen and not worry about things getting misaligned which would happen to me a lot on Adobe. Finally, the ability to e-sign was the biggest reason I chose to switch over.
Sokolow Karen profile photo

Return on Investment

  • Able to easily create emails for marketing with great designs and responsive design.
  • Lead scoring gives us a better picture of who are best leads are.
  • Able to easily create landing pages for our website in just minutes, instead of hours and hours manipulating HTML and CSS.
Elizabeth Lepisto profile photo
  • Proposify has had a positive impact on our ROI. It makes us look extremely professional and trustworthy which leads to leads converting faster.
  • The ability to e-sign I think is a big impact on our ROI
Sokolow Karen 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.

Proposify

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Proposify Editions & Modules
Proposify
Edition
Tall
$251
Grande
$501
Venti
$1001
Trenta
Please Contact2
1. per month
2. per year
Additional Pricing Details
Try Proposify full-featured FREE for 14 days. No credit card required. No contracts. Cancel anytime. Get 2 Free Months with an Annual Tall, Grande, or Venti Subscription.