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Act! CRM

Score7 out of 10

70 Reviews and Ratings

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What is Act! CRM?

Act! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than a CRM – it’s designed to present everything needed to stay on top of relationships, see what’s most important and actionable, and run sales and marketing in one place.

Categories & Use Cases

Product Demos

Act! CRM Key Features

Learn about the best (and worst!) features Act! CRM has to offer, as determined by TrustRadius' reviewers.
Based on 70 ratings of Act! CRM's features
View all Act! CRM features

Top Performing Features

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.3

  • Call center management

    This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

    Category average: 7.9

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8.1

Areas for Improvement

  • Email marketing

    This involves the ability to send mass email to groups of people based on particular qualifications.

    Category average: 8.2

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 8

Who Buys & Uses Act! CRM

Act! CRM Reviews

What users are saying about Act! CRM.
View all Act! CRM reviews

Best among the available CRM

Incentivized
Krishna KumarView profile
sr. CSA in Customer Service at rackspace (5001-10,000 employees employees)

Use Cases and Deployment Scope

It is used for each customer interaction and to record the type and details and document each and every other detail that can be impactful or helpful to customers or the organisation.
So we log all events with all customers in this and create notes against each entries so if anyone opens it they know the context
And it also allows us to monitor and analyze for process improvements.

Pros

  • Log events
  • Call/interaction type detail
  • Process improvements through detailed analysis
  • And cx satisfaction

Cons

  • While logging events it can add an option for follow up
  • Rest of the features are good . Closing notes, like summary for each interaction
  • Analysis or dashboard view of each events or interaction would be an added advantage.

Return on Investment

  • It has greatly improved overall employee happiness.
  • It is easy to use and it GUI is best and liked by employees that is the best ROI per me
  • Sharp improvements in the call drop percentage and no answer count

Usability

Alternatives Considered

Bigin by Zoho CRM and Salesforce Agentforce Commerce

Other Software Used

Actifile, Business Filemanager, Amazon Associates

Is Act! CRM Software Worth the Price for Your Business?

Incentivized
Verified User
Professional in Corporate (11-50 employees employees)

Use Cases and Deployment Scope

We use Act! CRM for several of our business functions. Not only is it a traditional contact CRM, we also utilize the Opportunities module to track new and potential business opportunities. Additionally, we use Act! CRM to generate our proposal documents utilizing Word templates. Finally, as a separate database, we use Act! CRM to track and record our current and closed projects.

Pros

  • Provides plenty of storage to add nearly an infinite number of contacts and information.
  • Makes it easy to see new added information.
  • Let's you customize the field names and add new ones to fit your business.

Cons

  • The auto saving function is not great. It means a simple slip or mistype can change an entire record easily.
  • The reports are clunky and if you've changed the field names, that doesn't get reflected in the reports.
  • The interface is still clunky. It is hard to see all the information for a contact all in one place. It gets broken up too much.

Return on Investment

  • The product makes it possible to generate our proposals and thus get new business.
  • The annual subscription is very expensive, as is any support.
  • There is not much information available online about Act! CRM and how to use it.

Usability

Alternatives Considered

Salesforce Desk

Other Software Used

Microsoft Excel, Microsoft Windows, Email to PDF for Outlook

Act! CRM - for prospecting and nurturing

Incentivized
Verified User
Manager in Sales (1-10 employees employees)

Use Cases and Deployment Scope

We needed a CRM for our prospecting and account management within the business and selected to use Act! CRM as an option for this, we also wanted to use the email marketing tools as extra to communicate with our customers on a regular basis and ensure we were monitoring emails sent and other communications we've logged such as calls, history notes etc.

Pros

  • Email marketing
  • CRM management
  • Group creation
  • Email sequencing

Cons

  • Better incorporation of email marketing into the contacts, currently works as a email tab which doesn't always work
  • Technical issues where databases break or go down/can't be accessed happened a few times over the year during working days which stops our prospecting activities

Return on Investment

  • Increased our conversion rate on prospects by 10% more
  • Allowed us to provide email marketing with the option of sequencing
  • Increased our direct sales through creating groups to nurture to our existing customers by 7% sales growth

Usability

Alternatives Considered

HubSpot CRM

Other Software Used

Sage 50cloud Accounting, LinkedIn Sales Navigator

I just wish this worked as described!

Mark Oborn
CEO (Chief Executive Officer) in Corporate at Mark Oborn Ltd (1-10 employees employees)

Use Cases and Deployment Scope

I use it to manage all day-to-day activities within the business. It keeps track of all my enquiries, opportunities as well as clients. I use Act! to schedule all of the work for all of my clients and team members. It is an integral part of the business that I couldn't live without.

Pros

  • Opportunity management.
  • Client history.

Cons

  • Google synchronisation.
  • Software development response time.

Return on Investment

  • Since I've had a problem with Google synchronisation, new enquiries have virtually stopped! This is now a serious issue which still hasn't been fixed!

Usability

ACT! the best CRM for marketing companies

Incentivized
Tracy Rumsey
Program Manager in Marketing at Rich Enterprises Inc (11-50 employees employees)

Pros

  • Keeps prospect contact info
  • Documents history
  • Calendar features

Cons

  • Connection with a VOIP type system
  • Integration with other email applications
  • Analytics

Return on Investment

  • The computer based application is cost effective
  • Reporting is minimal for client purposes
  • maintenance is minimal

Alternatives Considered

Salesforce CMS

Other Software Used

TeamViewer, Dialpad Talk, Zoom

Usability