What users are saying about
342 Ratings
170 Ratings
342 Ratings
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Score 7 out of 101
170 Ratings
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Score 7 out of 101

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Likelihood to Recommend

Act-On

If you are not familiar with Marketing Automation, you should consider whether you have the resources to manage a platform and your content. You do not have to be a techy to work with Act-On, however some HTML and CSS skills come in handy. With Act-On you are up and running in no time. When connecting with a different CRM such as Salesforce, NetSuite, Dynamics or other native integrations, you will learn that Act-On provides all the APIs you need and more importantly all the support you will need.
Harold Klaassen profile photo

SugarCRM

SugarCRM does the trick if you are looking for an open Source CRM application and you don't have a ton of cash for the big name CRM platforms. However, it is very difficult to get user buy-in because it is cumbersome to use. I have experience with many other CRM applications such as Oracle, Goldmine, and a few others and I find that SugarCRM has been one of the lesser of the reliable and intuitive
Andrew Dunifer, MBA/MS MIS profile photo

Feature Rating Comparison

Email & Online Marketing

Act-On
7.3
SugarCRM
WYSIWYG email editor
Act-On
7.9
SugarCRM
Dynamic content
Act-On
7.1
SugarCRM
Ability to test dynamic content
Act-On
6.7
SugarCRM
Landing pages
Act-On
7.0
SugarCRM
A/B testing
Act-On
6.9
SugarCRM
Mobile optimization
Act-On
6.8
SugarCRM
Email deliverability
Act-On
7.8
SugarCRM
List management
Act-On
6.4
SugarCRM
Triggered drip sequences
Act-On
9.2
SugarCRM

Lead Management

Act-On
7.3
SugarCRM
Lead nurturing
Act-On
7.0
SugarCRM
Lead scoring and grading
Act-On
7.4
SugarCRM
Data quality management
Act-On
7.9
SugarCRM
Automated sales alerts and tasks
Act-On
6.7
SugarCRM

Campaign Management

Act-On
7.6
SugarCRM
Calendaring
Act-On
6.8
SugarCRM
Event/webinar marketing
Act-On
8.5
SugarCRM

Social Media Marketing

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

Reporting & Analytics

Act-On
5.7
SugarCRM
Dashboards
Act-On
5.5
SugarCRM
Standard reports
Act-On
6.0
SugarCRM
Custom reports
Act-On
5.7
SugarCRM

Platform & Infrastructure

Act-On
7.3
SugarCRM
API
Act-On
9.2
SugarCRM
Role-based workflow & approvals
Act-On
6.8
SugarCRM
Customizability
Act-On
6.7
SugarCRM
Integration with Salesforce.com
Act-On
8.0
SugarCRM
Integration with Microsoft Dynamics CRM
Act-On
6.1
SugarCRM
Integration with SugarCRM
Act-On
7.0
SugarCRM

Sales Force Automation

Act-On
SugarCRM
8.4
Customer data management / contact management
Act-On
SugarCRM
9.0
Workflow management
Act-On
SugarCRM
8.6
Territory management
Act-On
SugarCRM
7.6
Opportunity management
Act-On
SugarCRM
8.6
Integration with email client (e.g., Outlook or Gmail)
Act-On
SugarCRM
7.2
Contract management
Act-On
SugarCRM
8.6
Quote & order management
Act-On
SugarCRM
8.9
Interaction tracking
Act-On
SugarCRM
8.2
Channel / partner relationship management
Act-On
SugarCRM
9.2

Customer Service & Support

Act-On
SugarCRM
8.4
Case management
Act-On
SugarCRM
9.0
Call center management
Act-On
SugarCRM
8.4
Help desk management
Act-On
SugarCRM
7.9

Marketing Automation

Act-On
SugarCRM
8.4
Lead management
Act-On
SugarCRM
9.0
Email marketing
Act-On
SugarCRM
7.9

CRM Project Management

Act-On
SugarCRM
8.3
Task management
Act-On
SugarCRM
8.3
Billing and invoicing management
Act-On
SugarCRM
8.0
Reporting
Act-On
SugarCRM
8.6

CRM Reporting & Analytics

Act-On
SugarCRM
8.8
Forecasting
Act-On
SugarCRM
8.8
Pipeline visualization
Act-On
SugarCRM
8.9
Customizable reports
Act-On
SugarCRM
8.6

Customization

Act-On
SugarCRM
9.2
Custom fields
Act-On
SugarCRM
9.2
Custom objects
Act-On
SugarCRM
9.0
Scripting environment
Act-On
SugarCRM
9.4
API for custom integration
Act-On
SugarCRM
9.3

Security

Act-On
SugarCRM
9.0
Single sign-on capability
Act-On
SugarCRM
9.0
Role-based user permissions
Act-On
SugarCRM
9.0

Social CRM

Act-On
SugarCRM
9.2
Social data
Act-On
SugarCRM
8.9
Social engagement
Act-On
SugarCRM
9.4

Integrations with 3rd-party Software

Act-On
SugarCRM
8.2
Marketing automation
Act-On
SugarCRM
8.5
Compensation management
Act-On
SugarCRM
8.0

Platform

Act-On
SugarCRM
9.0
Mobile access
Act-On
SugarCRM
9.0

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
  • The CRM application is great at tracking sales stages and allowing easy customization of dashboarding and the navigation for sales teams is intuitive.
  • The application is Cloud based so accessing the application is anywhere is easy.
  • There are several plugins which are helpful including one for Outlook which allows you to archive email communications.
Andrew Dunifer, MBA/MS MIS profile photo

Cons

  • I would really like to see the "send over time" feature be added back to the webinar messaging. This feature is very important for maintaining a low bounce rate.
  • It would be nice to allow for more flexibility with the information processed in funnel reports. Not all of the options available will allow for the data that we are looking for.
  • They need to design a better functioning more realistic marketing calendar.
Richard Longo profile photo
  • The application can be clunky at times. We have had to call into the support team because certain buttons stop working as browser updates occur periodically.
  • The email campaign function is much more difficult to use than some more automated platforms like Mailchimp or Constant Contact. You must build target lists only by running reports first. Once target lists are built you must manually build your own templates and trackers are not auto-generated as they are in the aforementioned applications. Everything is quite manual and not as automated as it could be.
  • The HTML coding doesn't always move over from other applications like Dreamweaver as nicely as it could. The formatting of HTML templates isn't as exactly as you built and takes some correction to get it right.
Andrew Dunifer, MBA/MS MIS 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
SugarCRM8.2
Based on 26 answers
Our company has a commitment to utilizing technology to help us stay as lean as possible. SugarCRM plays a large part in that
Jennifer Stewart profile photo

Usability

Act-On7.2
Based on 31 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 profile photo
SugarCRM8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
No photo available

Reliability and Availability

Act-On9.1
Based on 14 answers
This product has never been down when I needed it
Ian Nate profile photo
SugarCRM10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher profile photo

Performance

Act-On8.2
Based on 13 answers
Act-On just keeps improving.
Angie J Anderson profile photo
SugarCRM10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher profile photo

Support

Act-On8.8
Based on 38 answers
They are very quick to respond and very flexible to solve your problem. If the platform doesn't have what you need and it makes sense, they will add it to the product
Francisco Ryder profile photo
SugarCRM6.3
Based on 5 answers
Our SugarCRM support staff is fantastic and definitely better than any other support staff I've used. They are fantastic and will always give me an idea of how long something will take but will often have the request completed within the day. They're extremely respectful and are always willing to show me how the resolved the issue so I can become even more self-reliant going forward.
No photo available

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
SugarCRM9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher profile photo

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
SugarCRM8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher profile photo

Implementation

Act-On8.6
Based on 22 answers
Trust your success counselor. All 3 had have been spectacular.
Charles Harte profile photo
SugarCRM9.0
Based on 3 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince profile photo

Alternatives Considered

I chose Act-On from a listing of about 15-20 systems for automated cloud-based digital marketing. Act-On offered the best email marketing system for me by a wide margin. I needed a versatile, easy to use, and comprehensive system to create attractive marketing communication vehicles, have the capability to incorporate forms, check lists, document/photo inclusions, and other basics so I could create professional advertising to be sent and results tracked. Act-On offered all of this for a very good price in a size package that fit my needs very well. Overall, the compelling attraction was infinite access to helpers without limitation or extra cost.
Charles Harte profile photo
We saw a lot of the same desirable features in both platforms. Although Salesforce offered a greater level of support, we did not think it was worth the extra spend, at the end of the day. We have had to do a bit more leg work when it comes to social media intelligence, but in the end our spend on Sugar was less than what Salesforce was offering
Marc Prince profile photo

Scalability

Act-On9.1
Based on 1 answer
No answer on this topic is available.
SugarCRM9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher profile photo

Return on Investment

  • We've been able to pinpoint engaged prospects based on their responses and behaviors to a mix of digital marketing efforts.
  • We've streamlined our webinar creation, marketing, and analysis.
  • We've been able to build workflows and triggers in Salesforce that help automate the sales process based on Act-On activities such as form completion.
Beth Dean profile photo
  • Onboarding was much longer than expected due to a software update that had come with problems that we did not fully understand. ROI affected.
  • Getting basic communications set up is rather complex in this environment. With a light staff, expect to require support for this.
  • We (3 of us) can at least see our customers and prospects in one place. However we cannot afford for all our key staff to have access to this information.
No photo available

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.

SugarCRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
SugarCRM Editions & Modules
SugarCRM
Additional Pricing Details