What users are saying about
393 Ratings
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Top Rated
26 Ratings
393 Ratings
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Score 8.2 out of 100

Salesmate

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Top Rated
26 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.3 out of 100

Likelihood to Recommend

Act-On

Act-On [Software] has a good online reputation and its one of the few companies with transparent pricing. It is a strong choice for businesses that value marketing insights to drive social media and CRM. I consider this software a versatile digital marketing partner because of its scalability to meet every need of the business.
Toby Bottin | TrustRadius Reviewer

Salesmate

I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Act-On
9.2
Salesmate
WYSIWYG email editor
Act-On
9.4
Salesmate
Dynamic content
Act-On
9.2
Salesmate
Ability to test dynamic content
Act-On
9.0
Salesmate
Landing pages
Act-On
9.0
Salesmate
A/B testing
Act-On
9.4
Salesmate
Mobile optimization
Act-On
9.6
Salesmate
Email deliverability reporting
Act-On
8.9
Salesmate
List management
Act-On
9.4
Salesmate
Triggered drip sequences
Act-On
9.2
Salesmate

Lead Management

Act-On
9.4
Salesmate
Lead nurturing
Act-On
9.6
Salesmate
Lead scoring and grading
Act-On
9.8
Salesmate
Data quality management
Act-On
9.2
Salesmate
Automated sales alerts and tasks
Act-On
9.1
Salesmate

Campaign Management

Act-On
8.1
Salesmate
Calendaring
Act-On
6.8
Salesmate
Event/webinar marketing
Act-On
9.4
Salesmate

Social Media Marketing

Act-On
9.3
Salesmate
Social sharing and campaigns
Act-On
9.3
Salesmate
Social profile integration
Act-On
9.3
Salesmate

Reporting & Analytics

Act-On
9.1
Salesmate
Dashboards
Act-On
9.0
Salesmate
Standard reports
Act-On
8.8
Salesmate
Custom reports
Act-On
9.4
Salesmate

Platform & Infrastructure

Act-On
9.3
Salesmate
API
Act-On
9.0
Salesmate
Role-based workflow & approvals
Act-On
9.1
Salesmate
Customizability
Act-On
9.5
Salesmate
Integration with Salesforce.com
Act-On
9.5
Salesmate
Integration with Microsoft Dynamics CRM
Act-On
9.4
Salesmate
Integration with SugarCRM
Act-On
9.0
Salesmate

Sales Force Automation

Act-On
Salesmate
9.1
Customer data management / contact management
Act-On
Salesmate
9.7
Workflow management
Act-On
Salesmate
8.4
Territory management
Act-On
Salesmate
9.0
Opportunity management
Act-On
Salesmate
9.7
Integration with email client (e.g., Outlook or Gmail)
Act-On
Salesmate
9.7
Contract management
Act-On
Salesmate
8.4
Quote & order management
Act-On
Salesmate
8.7
Interaction tracking
Act-On
Salesmate
9.7
Channel / partner relationship management
Act-On
Salesmate
8.3

Marketing Automation

Act-On
Salesmate
8.9
Lead management
Act-On
Salesmate
9.7
Email marketing
Act-On
Salesmate
8.2

CRM Project Management

Act-On
Salesmate
8.2
Task management
Act-On
Salesmate
8.2
Reporting
Act-On
Salesmate
8.2

CRM Reporting & Analytics

Act-On
Salesmate
8.2
Forecasting
Act-On
Salesmate
8.3
Pipeline visualization
Act-On
Salesmate
8.3
Customizable reports
Act-On
Salesmate
8.2

Customization

Act-On
Salesmate
8.7
Custom fields
Act-On
Salesmate
9.4
Custom objects
Act-On
Salesmate
8.1
Scripting environment
Act-On
Salesmate
8.4
API for custom integration
Act-On
Salesmate
8.9

Security

Act-On
Salesmate
9.7
Single sign-on capability
Act-On
Salesmate
9.7
Role-based user permissions
Act-On
Salesmate
9.7

Integrations with 3rd-party Software

Act-On
Salesmate
8.1
Marketing automation
Act-On
Salesmate
8.1

Platform

Act-On
Salesmate
9.7
Mobile access
Act-On
Salesmate
9.7

Pros

Act-On

  • 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.
Korey Migdal | TrustRadius Reviewer

Salesmate

  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
Mark Kershek | TrustRadius Reviewer

Cons

Act-On

  • 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.
Anonymous | TrustRadius Reviewer

Salesmate

  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
Sandro Marc-Charles | 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

Salesmate

Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman | 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

Salesmate

Salesmate 8.8
Based on 21 answers
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.
Anonymous | 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

Salesmate

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

Salesmate

No score
No answers yet
No answers on this topic

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

Salesmate

Salesmate 8.7
Based on 21 answers
They are amazing. They usually answer within five minutes. They have an extremely available and competent second level support. They are really open minded - They allowed me to use a functionnality from the superior plan for free for a few days! Could not be happier with a customer support.
Joachim Mérillat | 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

Salesmate

No score
No answers yet
No answers on this topic

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

Salesmate

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

Salesmate

No score
No answers yet
No answers on this topic

Alternatives Considered

Act-On

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.
Kyle Moloo | TrustRadius Reviewer

Salesmate

Every call, chat and email creates a support ticket which is usually 24-48 hours for a response. I accomplished more with Salesmate support than I did with a month of the entire Fresh Works Suite. Also - all components are separate with Freshworks i.e. contacts to not sync between fresh caller, fresh desk, fresh sales and fresh everything. I could go on and on, but I have also tried Salesforce, Pipedrive, Zoho and many others.
Sales.mate is the BEST, I love them! Seriously.
Alexander Ceranek | 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

Salesmate

No score
No answers yet
No answers on this topic

Return on Investment

Act-On

  • 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.
Danielle Armour | TrustRadius Reviewer

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | 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.

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesmate Editions & Modules

Edition
Starter$151
Growth$301
Boost$501
  1. per user monthly (20% off for annual subscriptions)
Additional Pricing Details
We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

Rating Summary

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