What users are saying about
343 Ratings
21 Ratings
343 Ratings
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Score 7 out of 101
21 Ratings
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Score 9 out of 101

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Likelihood to Recommend

Act-On

I think it's a great platform to get started with, it's easy to manage things by yourself and you therefore can decrease your dependence on an (expensive) third party. For us who have an IT department in house as well as a content team it's been working great to be able to manage the majority of the setup on our own, However, don't hesitate to use additional services since this can really give you a boost forward.
Johanna Adolfsson 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
7.3
Proposify
WYSIWYG email editor
Act-On
7.9
Proposify
Dynamic content
Act-On
7.1
Proposify
Ability to test dynamic content
Act-On
6.7
Proposify
Landing pages
Act-On
7.0
Proposify
A/B testing
Act-On
6.8
Proposify
Mobile optimization
Act-On
6.7
Proposify
Email deliverability
Act-On
7.8
Proposify
List management
Act-On
6.4
Proposify
Triggered drip sequences
Act-On
9.2
Proposify

Lead Management

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

Campaign Management

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

Social Media Marketing

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

Reporting & Analytics

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

Platform & Infrastructure

Act-On
7.3
Proposify
API
Act-On
9.3
Proposify
Role-based workflow & approvals
Act-On
6.8
Proposify
Customizability
Act-On
6.7
Proposify
Integration with Salesforce.com
Act-On
8.0
Proposify
Integration with Microsoft Dynamics CRM
Act-On
6.1
Proposify
Integration with SugarCRM
Act-On
7.0
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
9.4

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
  • 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

  • Program automation: the only feature I miss from Eloqua, which I used in a previous role, is the drag and drop canvas for building out a drip campaign. Act-On's functionality works perfectly, but the fact it's all listed in one vertical line makes it slightly more difficult to visualize the flow. Having said that, the tools are all there, it could just do with some extra visualization when it comes to making complex programs.
  • Website prospector. This is one of the features I use very heavily and although the new version recently launched is a big improvement, there's still room for more info. It's by no means bad, but I'd like to see some extra info in here.
  • Forms: Id like to see a more visual formbuilder, in line with the landing page improvements recently made. The form works great but are quite plain visually. This could be improved and remove the need for extra tools in WordPress/other programs.
Damian Leslie profile photo
  • The editor, and the content library could be more streamlined.
  • The fee tables could be easier to use.
  • It would be nice to be able to have more functionality for proposals that aren't based on fees. (This is already in the works, and there is SOME functionality, but it would be nice to be able to update different Pipelines in HubSpot based on different streams for example).
Amara Omoregie profile photo

Likelihood to Renew

Act-On8.9
Based on 112 answers
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
Damian Leslie 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
Everything is set up to be used very easily and and it is very intuitive. The menus are set up well and it's easy to find the areas that I need. Emails and landing pages are very easy to create, and they can be created quickly to help save time on campaigns and projects.
Elizabeth Lepisto 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
Make sure you have specific goals and define success, that can greatly speed things up.
Diogo Cabral profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

These systems are all great and very robust, but they count each email sent against the monthly count, which is not always ideal for a company that sends high volume, and high frequency marketing campaigns each month. That is probably the greatest selling point of Act-On, that I can keep a base of customers under a certain limit, and send to them unlimited
Paloma Nazar profile photo
Qwilr was interesting, but wasn't my favorite. It was cool in the fact that the proposals looked beautiful and interactive. But it was a bit much for my clients to figure out how to use. Kind of overwhelming for them. I really didn't like PandaDoc's functionality and UX when I tried it, which is why I went with Proposify.
Amara Omoregie 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
  • As inexpensive as this product is, the ROI is ridiculous. One proposal acceptance would pay for this for years.
  • Keeping track and demonstrating the professionalism of your company is where Proposify shines.
Gary Williams 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.