What users are saying about
380 Ratings
58 Ratings
380 Ratings
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Score 7.2 out of 100
58 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Act-On

There are so many ways it could improve with just smoother functionality and UI/UX, mostly in the ways I said it needed improvement that are quite major. But overall I think it has the right ideas and tries to offer a lot of options for marketing tasks and a solid system for working with a marketing funnel.
Anonymous | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Act-On
7.8
Sage CRM
WYSIWYG email editor
Act-On
7.6
Sage CRM
Dynamic content
Act-On
7.2
Sage CRM
Ability to test dynamic content
Act-On
7.3
Sage CRM
Landing pages
Act-On
7.6
Sage CRM
A/B testing
Act-On
7.2
Sage CRM
Mobile optimization
Act-On
8.2
Sage CRM
Email deliverability reporting
Act-On
8.3
Sage CRM
List management
Act-On
8.6
Sage CRM
Triggered drip sequences
Act-On
8.2
Sage CRM

Lead Management

Act-On
7.7
Sage CRM
Lead nurturing
Act-On
8.3
Sage CRM
Lead scoring and grading
Act-On
8.1
Sage CRM
Data quality management
Act-On
7.3
Sage CRM
Automated sales alerts and tasks
Act-On
7.2
Sage CRM

Campaign Management

Act-On
7.5
Sage CRM
Calendaring
Act-On
6.8
Sage CRM
Event/webinar marketing
Act-On
8.2
Sage CRM

Social Media Marketing

Act-On
6.1
Sage CRM
Social sharing and campaigns
Act-On
6.3
Sage CRM
Social profile integration
Act-On
5.8
Sage CRM

Reporting & Analytics

Act-On
7.1
Sage CRM
Dashboards
Act-On
7.4
Sage CRM
Standard reports
Act-On
7.6
Sage CRM
Custom reports
Act-On
6.3
Sage CRM

Platform & Infrastructure

Act-On
7.9
Sage CRM
API
Act-On
6.9
Sage CRM
Role-based workflow & approvals
Act-On
7.6
Sage CRM
Customizability
Act-On
7.1
Sage CRM
Integration with Salesforce.com
Act-On
8.3
Sage CRM
Integration with Microsoft Dynamics CRM
Act-On
8.4
Sage CRM
Integration with SugarCRM
Act-On
8.8
Sage CRM

Sales Force Automation

Act-On
Sage CRM
10.0
Customer data management / contact management
Act-On
Sage CRM
10.0
Workflow management
Act-On
Sage CRM
10.0
Territory management
Act-On
Sage CRM
10.0
Opportunity management
Act-On
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Act-On
Sage CRM
10.0
Contract management
Act-On
Sage CRM
10.0
Quote & order management
Act-On
Sage CRM
10.0
Interaction tracking
Act-On
Sage CRM
10.0
Channel / partner relationship management
Act-On
Sage CRM
10.0

Customer Service & Support

Act-On
Sage CRM
10.0
Case management
Act-On
Sage CRM
10.0
Call center management
Act-On
Sage CRM
10.0
Help desk management
Act-On
Sage CRM
10.0

Marketing Automation

Act-On
Sage CRM
10.0
Lead management
Act-On
Sage CRM
10.0
Email marketing
Act-On
Sage CRM
10.0

CRM Project Management

Act-On
Sage CRM
10.0
Task management
Act-On
Sage CRM
10.0
Billing and invoicing management
Act-On
Sage CRM
10.0
Reporting
Act-On
Sage CRM
10.0

CRM Reporting & Analytics

Act-On
Sage CRM
10.0
Forecasting
Act-On
Sage CRM
10.0
Pipeline visualization
Act-On
Sage CRM
10.0
Customizable reports
Act-On
Sage CRM
10.0

Customization

Act-On
Sage CRM
9.5
Custom fields
Act-On
Sage CRM
10.0
Custom objects
Act-On
Sage CRM
9.0
Scripting environment
Act-On
Sage CRM
9.0
API for custom integration
Act-On
Sage CRM
10.0

Security

Act-On
Sage CRM
10.0
Single sign-on capability
Act-On
Sage CRM
10.0
Role-based user permissions
Act-On
Sage CRM
10.0

Social CRM

Act-On
Sage CRM
9.5
Social data
Act-On
Sage CRM
9.0
Social engagement
Act-On
Sage CRM
10.0

Integrations with 3rd-party Software

Act-On
Sage CRM
10.0
Marketing automation
Act-On
Sage CRM
10.0
Compensation management
Act-On
Sage CRM
10.0

Platform

Act-On
Sage CRM
9.0
Mobile access
Act-On
Sage CRM
9.0

Pros

Act-On

  • Act-On's customer service is exceptional, they are quick and thorough when you are needing help. For example, we could not figure out how to automate a birthday date for our birthday campaign and the representative was able to walk through the process with myself and another team member. This is a strength of Act-On because many other companies do not have customer services that will speak with you, they direct you to blogs or informational sessions.
  • The landing pages that Act-On has created for use on the web is exceptional. The formatting is very user-friendly and the templates are great to navigate. The landing pages allow you to make the page fit whatever campaign or reason you are in need of. This is a strength of Act-On because the landing pages resolve the issue of having to create actual web pages.
  • The spam feature of Act-On's emails is a great add on. This feature allows you to test how the spam alerts are triggered in your email and how you can fix it. This has helped many emails be developed in a way so that they reach many more people than they would have without this feature. many other programs do not have this feature.
Danielle Armour | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Act-On

  • Building email and landing page templates are difficult, the drag and drop builder is not straightforward, and requires coding knowledge
  • The workflow tool is cumbersome and not as intuitive as I'd expect a best in class marketing software's to be
  • Domain connections and domain management functionality made it difficult to manage multiple company domains and subdomains for pages
Kyle Moloo | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Act-On

Act-On 8.9
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 | TrustRadius Reviewer

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Anonymous | TrustRadius Reviewer

Usability

Act-On

Act-On 9.1
Based on 32 answers
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.
Diogo Cabral | TrustRadius Reviewer

Sage CRM

Sage CRM 10.0
Based on 4 answers
Helped us improve on our sales and build up client base while still maintaining their contact databases.The system is relatively cheap compared to deliverables and it's easier to understand and use.Managers no longer need to sit down with staff since it's easier to track from the system on specific key parameters that guide us towards realizing better returns.
Brittany Powells | TrustRadius Reviewer

Reliability and Availability

Act-On

Act-On 9.1
Based on 28 answers
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.
Eric Kinaitis, MBA | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

Performance

Act-On

Act-On 8.2
Based on 26 answers
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.
Anonymous | TrustRadius Reviewer

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

Act-On

Act-On 7.3
Based on 78 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 | TrustRadius Reviewer

Sage CRM

Sage CRM 10.0
Based on 1 answer
For the many times I encountered challenges, my emails were always responded to on time and the supporting staff would go a step further to find out if my issues had been well resolved.
Brittany Powells | TrustRadius Reviewer

In-Person Training

Act-On

Act-On 8.7
Based on 4 answers
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.
Anonymous | TrustRadius Reviewer

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Online Training

Act-On

Act-On 9.3
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 | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Act-On

Act-On 8.6
Based on 44 answers
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
Prabal Roy | TrustRadius Reviewer

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Act-On

Act-On does most everything that Marketo and HubSpot can and Act-On does some of them better and some of them worse. I've outlined the strengths and weaknesses of Act-On already. I am familiar with Marketo and HubSpot but not familiar enough with them to create a matrix type of comparison. Some of the differences are just different, not better or worse. For example, Marketo throws all the contacts into a master list of sorts and segments are created via queries. Act-On has user-created lists and segments built off each list.
Dave Moll | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Scalability

Act-On

Act-On 9.1
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

Return on Investment

Act-On

  • Consistently positive ROI: very specific ROI tracking and successful campaign tracking across various mediums: email, website, etc...
  • Negative: Difficult on-boarding, sometimes seems like UI is outdated, so training first time was quite difficult.
  • Negative: Quite expensive compared to other similar solutions
Fedor Paretsky | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Screenshots

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

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.

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

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