Likelihood to Recommend Act-On simplifies the creation of landing pages, web forms, email campaigns, and other types of marketing automation. Designing a customer journey using the workflow builder (a nurturing flow) is possible. It is used in various ways and in a variety of contexts. Tactical's knowledgeable support team helped us unlock Act-On's potential for complex integrations and marketing campaigns. In some areas, it would be beneficial to improve functionality.
Read full review It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
Read full review Pros Establishes a simple but very decisive way of how to perform specialized marketing work. It includes the monitoring of advertising networks or account management on digital platforms and social networks. The support is solid; it takes all the suggestions and doubts I have regarding the software. Read full review TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team. ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team. EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal. Read full review Cons The designer tools, especially for emails, were often difficult to use. The formatting of the text would be all over the place and change / refuse to change at random. Moving boxes around was shifty and sometimes nearly impossible. It just wasn't customizeable enough. No "undo" functionality either. The only way to collect information expansively over time (there's a term Act-On uses for it, I can't recall) where it adds questions to the form each time a user fills it out, is if the person were to fill out the same form multiple times. I know this does happen for some websites/resources, but as a company that wanted to collect new information each time someone filled out any form, regardless of the resource or the URL, that was simply not an option, and that doesn't really make a lot of sense. I know it's not really possible to track someone but if they filled out the first part of the form and then it added new questions to answer, and then they submitted and got through the gating, that would actually be helpful. There was no "trash can" of sorts in case you deleted something by mistake. This could be so stress-inducing if it was a major project. My coworker did this once, contacted Act-On, they couldn't even recover it. Read full review Export into Word would be useful SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly Some of controls (editing proposals and templates) could be more clear/intuitive Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration Read full review Likelihood to Renew It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us
Read full review We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Read full review Usability 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.
Read full review Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
Read full review Reliability and Availability I have always found them quick to respond to my query by web inquiry. In those instances when I call, I have always reached help quickly. They are conscientious and skilled in discussing my concern and finding a solution to my problem. Other tech organizations should use Act-On as a model for top-notch customer service.
Read full review Performance Great for the most part. Sometimes there are little lags, but that's likely because I'm requesting to see a lot of data at one time.
Read full review Support Rating 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
Read full review I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
Read full review In-Person Training Dan D. was great. He took the time to understand how I needed the program to run, and was very flexible to our special CRM setup.
Read full review Online Training 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.
Read full review Implementation Rating What impressed me most is that Act-On showed full committment in making our implementation successful, even when it required additional support from their team. This gave me a lot of warm and fuzzy feelings. Most other software software vendors are not anywhere close to being this responsive and effective
Read full review Alternatives Considered Act-On is easier to use than
Marketo , but not as visually appealing and user-friendly as
HubSpot . It's much better than
Pardot , as
Pardot feel clunky every step of the way.
SharpSpring is comparable because of its price point but surpasses Act-On in its tools and intuitive interface. We selected Act-On because of the pricing model and thought all things would be close to parity with other options. It depends on the team you have. If you have developers and a marketing team that knows some html/css, you can get by with Act-On.
Read full review It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.
Read full review Scalability Before I feel like I need more features, the Act-On customer service reps are contacting me telling about new features as part of my account.
Read full review Return on Investment With the Automated Series, we were able to put in place campaigns that generated revenue that took no time to continue running once set up. This was a positive feature allowing employees to work on another project while the campaign ran on their own. Read full review The detailed proposal has saved me time explaining a game plan to potential clients. They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand. When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers. Read full review ScreenShots