Act! CRM


Recent Reviews

Swiftpage ACT! Review

3 out of 10
April 19, 2020
All contacts--phone and email--go in Swiftpage ACT! I have 24,000 entries with a very small insurance agency.
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SwiftPage Review

1 out of 10
December 14, 2016
Our organization is using SwiftPage as a way to send email to our agents with information about senior health insurance products.
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per user, per month

Act! Premium - Basic


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per user, per month (billed annually)



per user, per month

Entry-level set up fee?

  • No setup fee
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Starting price (does not include set up fee)

  • $22 per month

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Product Details

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.

Act! CRM Integrations

Act! CRM Technical Details

Deployment TypesOn-premise, SaaS
Operating Systems,
Mobile ApplicationNo


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Frequently Asked Questions

How much does Act! CRM cost?

Act! CRM starts at $22.

What is Act! CRM's best feature?

Reviewers rate Usability highest, with a score of 5.6.

Who uses Act! CRM?

The most common users of Act! CRM are from Small Businesses (1-50 employees) and the Accounting industry.

Reviews and Ratings




(1-17 of 17)
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Score 7 out of 10
Vetted Review
Verified User
Review Source
ACT! CRM is our primary CRM across the entire organization. The service is really more used as a database (store of information) though than CRM (sales follow ups, etc.). The database of information is mission critical to every department.
  • User Fields provide organized space for KEY info outside of just contact info
  • Search feature within the database / CRM
  • A bit clunky / old school looking compared to other platforms out there
  • Running reports is a bit confusing
  • Would like to see more direct user-customization capabilities
Well suited for a small company database (store of information), but I think [in my opinion] it lacks in value on a full fledge CRM system.
Haven't heard to use direct support too often. Experience has been fine though when needed.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use ACT! CRM daily. ACT! is the software used for each of our clients and is used for company marketing. ACT! has templates available for auto mailers and is very user-friendly. I have been using ACT! since 2004 and find its feature to be exactly what is needed to manage marketing tasks.
ACT! has mobile applications that help with business tasks on the go. I would highly recommend this software.
  • Keeps prospect contact info
  • Documents history
  • Calendar features
  • Connection with a VOIP type system
  • Integration with other email applications
  • Analytics
ACT! is best used in a marketing call center type situation. We have many clients on board and can assign our marketing reps different ACT! databases based on need for scheduling purposes. I would not recommend ACT! for a single salesperson scenario since the set up process is more suited for a company situation.
ACT! does not have great support. They outsource it overseas and continually upgrade the software and discontinue support for certain versions.
Terry Kungel | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
We have used ACT! initially for a business then for several non-profit organizations. When we started over 20 years ago ACT! was cutting edge and the software actually worked well. Version 21 is an unqualified disaster. Please RUN, do not walk away from this product. Find a company that actually values their clients enough to give them functioning software. Bulk email with EMarketing was awful and now ACT! Marketng Automation has figured out to be even worse. So we recently installed Version 23 which was reported as a major fix. It disrupted all printing on Dymo label printers that has still not been solved. You can't find trend lines and consistent bad performance.
  • Swiftpage ACT! unilaterally and retroactively changed the terms of all clients previously with ACT! Premium. We renewed September 2019 but they essentially cancelled this contract two months into the 12 month period. The really know how to increase revenue with nearly a 50% price increase. If you are a Swiftpage stockholder you are pretty happy about all of this. We clients are not.
  • No known strengths.
  • Many of us need to send a lot more emails than our standard email accounts will allow. We all also need to conform to federal laws about sending emails. So working with reputable firms that do bulk emails is essential. So we have to use third party services. EMarketing was awful. We would revise a template, dutifully save it multiple times, confirm our changes had been captured, and then send out an email campaign we were comfortable was going to work. Well, despite having done QC and being diligent about saving our work, Swiftpage sent out a version that reflected few if any of our changes. We totally lost confidence with EMarketing.
  • So Swiftpage's answer to the bulk email problem they created with EMarketing was to tell all their clients if they did not immediately move to version 21 they were going to lose all email capability. EMarketing was being shut down and all of us would have no capability to send emails. So let's do a little extortion and say with a nearly 50% increase in price we can help you.
  • Best of luck getting ACT! Marketing Automation to actually work! We have already wasted a lot of hours and have nothing to show for the lost time. The reason we are so convinced no one should have to endure the loss we have already suffered.
  • The software is so badly written customers are either forced to pay technical support to solve problems their software coders created or look to replace ACT.
If you are trying to present a professional image to your clients we would strongly recommend finding another vendor besides Swiftpage.
If you have an extensive IT staff that is seriously under utilized, then getting involved with Swiftpage will create all kinds of demands for their time to address all the glitches in version 21. We installed Version 23 which introduced more new errors.
Okay, you really can't make this stuff up. They send out multiple emails telling clients that if they do not call immediately they will lose their current contract on the renewal date and get shoved into a new subscription that is not described at all except "its the latest and greatest." Well, we call this number multiple times and for 5 calls the number listed in their email reports that we have reached a non-working number. When you finally do get a connection the audio is so poor you know you must be talking to someone in India. Oh, and did we mention how absolutely awful their software performs? We installed Version 23 and it stopped Dymo label printers from functioning. Their response "have reached out and spoken with your printer company" They never admit or own up to how bad their software is.

Have you reached out and spoken with your printer company since that’s where the issue is at?

Score 1 out of 10
Vetted Review
Verified User
Review Source
We have two users. Used to capture details of customers and prospects and as a marketing tool. We use ACT! to email our customer base with special offers, new products etc.
  • Bulk email
  • Not intuitive to use. I will have to contact support for help if I haven't used some functions in a while.
  • It's near impossible to delete duplicates as they have to be deleted individually. This is a problem if you have more than 5000 contacts.
  • Reporting is difficult.
I only use it to bulk email my customer base and it does this OK.
Support used to be good. ACT! is a complicated program and will fall over following MS Windows update, etc. It seems that this support has been withdrawn, rendering the software all but unusable unless you have decent IT skills.
Score 8 out of 10
Vetted Review
Verified User
Review Source
I use ACT! to manage the business and marketing side of Kevin Caron Studios. It is pivotal in keeping communications organized between the company and potential and existing patrons, vendors, and colleagues. It helps me keep track of sales leads and serves as a repository of history—it's very helpful to be able to refer to something that happened in the past. Additionally, we use it for direct mail marketing.
  • Organize data
  • Reminders about appointments and actions.
  • Preserve and easily retrieve history.
  • I'd like a cleaner interface between Gmail and ACT! without having to have all emails included in ACT!
  • I'd like "fuzzier" search. If I search for Mary it could also return Marie, much like the big search engines do.
  • I'd like more flexibility in name handling.
ACT! handles lots of data well, although its search function could be a little more flexible. It has, thus far, been bullet-proof as far as errors and backup (knock on wood). It isn't used to dealing with contacts that are 2 people (couples) with different last names, something specific to our business.
I'm very impressed with ACT! support. The support team is very knowledgeable and patient. They stick with me until a problem is solved, then often follow up with text, links, or a tutorial that elaborates on the issue and resolution. There is little to no wait time, which I really appreciate. When I have a problem (which I don't often), they answer quickly.
Score 3 out of 10
Vetted Review
Verified User
Review Source
We use Swiftpage ACT! as our contact database to manage our communications with our membership, allied industries, government entities, and product users. We have 2,500 contacts in Swiftpage ACT! and we use it for tracking various subgroups within our organization and in sending emails. Our membership contacts are grouped by individual company, membership status, and what specific committees and work groups they participate in.
  • Can quickly search for an individual or company contact
  • Can gather broad amount of information about each contact
  • Can easily create emails to reach out to specific groups
  • Creating reports or creating searches for specific fields is not intuitive.
  • Email marketing add-on service is far from user friendly and outdated in flexibility for creating useful emails.
  • Installing updates creates issues, even though Swiftpage ACT! functioned properly before the update.
  • Figuring out how best to organize contacts into specific, searchable groups requires expert assistance and is not intuitive.
  • Support from Swiftpage ACT! is marginal at best; we rely on outside consultant instead, for an extra cost.
We have not been happy in using Swiftpage ACT! and are looking for an alternative. It has become very expensive, yet returns little value for our investment. Our use of Swiftpage ACT! is for pretty basic functions--sending to a specific group, organizing people into committees, etc., yet trying to create a special search for certain contact fields is really difficult.
Following a few interactions with support staff over the phone where we failed to correct the issues we were calling about, we ended up going back to the consultant who we purchased the software through and continued to use her for support rather than call Swiftpage ACT! directly. Our consultant was much more helpful in finding and correcting our issues.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Swiftpage ACT! across the entire organization to keep metrics on everything from client attendance to how long it takes us to get back to a client seeking information. We track what information was requested, when and how we responded. Swiftpage ACT! does a great job of taking the raw data and converting it to meaningful reports.
  • Data Analysis. ACT! does a good job of allowing us to create meaningful reports.
  • Keeping track of communication. ACT! integrates with Outlook to record all client communication by e-mail.
  • Custom dashboards. We have created custom data entry pages that simplify what we are trying to collect.
  • Customer support leaves a lot to be desired. Too often the answer is you can buy this other product that has the functionality that we had before.
  • Error reports are not easy to comprehend. Sending out an e-mail blast errors out if the size of the email is over about 2 MB. This is fine but there is no error message at all. It just doesn't send.
  • The price is pretty high for a non-profit such as ourselves.
Swiftpage ACT! has been well suited for us as a medical provider for kids with Autism. The custom dashboards allow us to quickly enter the data we are tracking while hiding fields that will either be collected later or are not collected at all. The e-mail capture and logging keep track of how often, how fast, and what we are communicating with our clients.
Support is rarely willing to teach you how to fix things yourself. And sometimes the answer is simply, we have a paid product that will do what you are seeking to accomplish, even though the product has supported mass mailings for the last five years.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Currently, we use Swiftpage ACT! for sales development and current client processes. It eventually will be used across the whole organization. We are using it to keep track of prospects and clients' conversations, notes, and follow-ups. We also use it to house our buyers' lists.
  • Contact management is a very significant help
  • Ease of use and simplicity are the building blocks of Swiftpage ACT!. I have always found it easy to work with and understand when looking to use another least most of the time.
  • I really like the alert feature to keep track of necessary activities for each day.
  • The easy of viewing the past notes and history is a lot easier than many of the other bigger ticket CRMs.
  • I would probably use the phone app more if I remembered to always update the database to the web. I mostly use the desktop version.
  • I wish it was a little easier to update the options for repeating activity names while inputting a note or history.
I would say that if you are looking to sales prospecting or staying in touch with existing clients then Swiftpage ACT! would be extremely suited for the job. It's simple to use and easy to get the information you need quickly.

However, I'm not sure that it would be your go-to if you had a huge organization and needed to implement operational tasks across the organization. Most of those type of situations need a lot more customization.

But for the small to mid-size companies, I think it is a very well suited option.
I had an issue on setting up the link between Outlook and ACT!, I scheduled a time and support just jumped on our computers and fixed it all. I have not had any issues since.
Score 8 out of 10
Vetted Review
Verified User
Review Source
I use Swiftpage ACT! to manage my contacts. They are grouped by type of customer, and I keep ongoing notes and updated documents on each of their records.
  • Keeping track of up to date contact information
  • Allowing me to create useful contact documents easily
  • Save copies of all orders and next action tasks for each contact
  • Easier mobile application would be nice
Swiftpage ACT! is well suited for general contact management and information storage.
I have always had responsive and helpful support.
Emily Claridge | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Swiftpage ACT! is used by my direct team of four people--we share one database. We use it for organizing and tracking prospects and leads for the team. It addresses the problem of storing and organizing information and allowing multiple people to update records and add notes to one item. We use the web-based version of Swiftpage ACT! so we can all be signed in at one time.
  • Simple, easy to use
  • Can customize fields, not overwhelming to look at
  • Easy to act as admin and customize users, give team members access
  • Reports, usually just download the Excel file and customize it. Could create some more attractive printable reports.
  • System crashes once in a while--can work on performance
  • Like the new look but can still be a bit clunky when searching lists.
Swiftpage ACT! is a great tool to use with a smaller group of people. It is simple, easy to customize, and a great CRM for prospecting. We like the calendar functions and how easy it is to download all data in Excel. I would reconsider using it for a larger scale company, where there are a lot more teams and users to handle.
Very helpful, walked us through the platform as we got transferred onto the system. I am always able to email our Swiftpage ACT! contact and ask questions. I have also been able to use the chat function to message questions with IT. Very helpful and available for questions from the team. Positive experience!
April 19, 2020

Swiftpage ACT! Review

Score 3 out of 10
Vetted Review
Verified User
Review Source
All contacts--phone and email--go in Swiftpage ACT! I have 24,000 entries with a very small insurance agency.
  • Letters to any contact
  • Lookup by any part of a name
  • Organizing customers and non-customers
  • Customer service
  • If you cannot figure it out yourself, do not use a feature!
Swiftpage ACT! is okay for finding and searching contacts. I have 25,000 and have used this program since 1998.
Unsupportive for updating, moving, or sharing databases.
April 17, 2020

ACT! Review for all

Daren Anderson, MSIS | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Review Source
I have used ACT! in a number of different companies and situations - mostly as a sales database tool. The program was easily put into place and then most of the regular reports are used but if there was something specific the users needed, we created new reports, which was also easy to do. I have many years of database experience which helps but you really dont need a degree to use the product
  • Easy to install
  • Easy to use
  • Easy to modify
  • One issue we had was when we upgraded we had to rename all our computers because of some glitch in the install.
  • I would like to see them continue the desktop version as I have some customers that don't want to go online.
  • Cost is always a factor with anything.
If you are looking for a product that will probably fit your sales cycle right out of the box, then I would recommend ACT! Even if you have some specific things you are looking for, the program is pretty easy to modify, not only for the tables where you input the items, but also on the reporting side. When working with many different clients, everyone may need something just a little different and with ACT! you can make those changes.
At first, it was hard to get assistance on ACT! as you had to go through a community forum without paying a lot more for support, from what I can remember. The two latest versions we bought from a third party and their support team was very thorough and helped us thru issues we had with the setup.
Andrew Murphy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
ACT! is our CRM package that our Sales reps use to track their customers. It is used by both Sales and Marketing. Marketing only uses it for getting mailing lists to send out information. This program helps management track activities by our Outside Sales Reps and keep track of where they are.
  • History. You can archive all your email history for each contact
  • Great searchability through contacts!
  • Easy way to setup synchronization of remote databases to segment so Reps only have their contacts.
  • It is complicated to setup when you are first getting to know it. I recommend having a consultant set it up and then documenting the process so you can reproduce it.
  • You have to lock the database when you add/remove items to the drop down lists.
  • It could use a mapping function to show a map of all a Sales Rep's territory with Pins in each address. This would allow Sales Reps to view other customers in the areas of their appointments to maximize their productivity by visiting more customers in the same area.
ACT! is well suited if you want a prepackaged CRM software. It is not as expensive as Salesforce. It is best used on laptops in a Remote Database Synchronization model. It integrates with an App called Handheld Contact so you can see your contacts on your phone. It is not a cloud solution.
Laurence Sarner | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
I have been a user of Swiftpage ACT! in conjunction with the Sage family of accounting products. It has been used as our CRM system due to its integration with Sage Quantum. It was used across the whole organization to track prospects and associated activities/milestones, etc. The business need it addressed was fulfilling the Sage add-on functionality required for managing the sales prospecting process and integration with the Sales/Invoicing/Customer module.
  • Lots of fields for adapting the software to your own requirements.
  • Excellent tracking of activities/details in sales pipeline process.
  • Excellent robust reporting to provide a very clear picture of prospecting activities.
  • Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.
  • ACT! is a product that has been around a long time, and the interface is somewhat dated.
  • It isn't as easy to use as some of the newer products.
  • Social media marketing could be stronger.
Swiftpage ACT! would be well suited if you are using a desktop computing environment. ACT! is an old product and they were on the desktop for many years (and still are). Also, ACT! would also be well suited if you are not as concerned about implementing a CRM product that might require a little more training (e.g. if you had employees/salespeople that needed to be trained). Also, ACT! seems to be more generic than some of the industry focused products you see nowadays. For example, MethodCRM works well with non-profits that are on the cloud.
December 14, 2016

SwiftPage Review

Score 1 out of 10
Vetted Review
Verified User
Review Source
Our organization is using SwiftPage as a way to send email to our agents with information about senior health insurance products.
  • SwiftPage is inexpensive and integrates with our CRM, which is ACT!
  • Their templates are outdated and difficult to work with. They frequently glitch causing them to look unprofessional in certain browsers.
  • They have very limited reporting capabilities.
If you need basic email software and you are looking for the cheapest option, SwiftPage might work for you. Otherwise, it is better to pay a little more for a product which will allow you to assign and send leads from emails automatically and has more professional templates to work with.
Henry Knoop | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use ACT! as our main database for lead generation together with Swiftpage Connect for e-mail marketing. As we are a small IT consulting company it is being used by 1 person (me) for all marketing activities. We make our newsletters and other e-mail templates in Swiftpage and then use ACT! to send them out to specific groups.

We do not use any other (CRM, Agenda, activities) module of ACT!
  • What I really like are the interactions between ACT! and Swiftpage, it is a breeze sending out e-mail blasts.
  • It is also very easy to keep our prospect and client base synced between ACT! and Outlook.
  • You can have your customers interactions with your e-mail blast imported in ACT! so you can select the ones that really opened and clicked your e-mail.
  • Not all templates in Swiftpage are as easy as they look, especialy editing advanced templates tends to mess things up.
  • Selecting leads on specific interactions within Swiftpage does require some in depth training.
  • I would like some marketing automation, to feed the Swiftpage drip campaigns.
Act! and Swiftpage work best If you are a small company and do not require advanced e-mail analytics or marketing automation. We do have a special line of business application for interacting with our clients, but otherwise the agenda and activities in ACT! would be a nice benefit. Some more integration between ACT! and Swiftpage Connect would be beneficial, as well as a better on-line editor for the advanced templates.
Score 8 out of 10
Vetted Review
Verified User
Review Source
While at my former employer, we decided to move down from SalesLogix to SwiftPage ACT! due to ease of maintenance, cost, customization, mobile, and web access found in SageACT! We had detailed experience with SalesLogix as a business partner but never used, sold, or supported SwiftPage ACT. The tool was used for leads and prospects. And, one of the compelling reasons for using the system was the integration with SwiftPage email marketing solution which provided Lead Call Lists which allowed our email marketing, surveys, and database to be integrated. With the integration, we could easily see who was a "hot" lead based on times they opened an email campaign and then assign out for proper handling by a telemarketer. As of 8/2014, SwiftPage has sold off SalesLogix. Therefore, I am hopeful this will allow for SwiftPage to concentrate on their sole product now.
  • Integrated Email Marketing: For a small business, you can have a strong method to handle email marketing in an integrated non-disparate solution.
  • Tailoring: There are no limits on what data you can store in the system and the ease of making changes can be done by a nontechnical person.
  • User Interface: The tool is easy to get around in both the desktop (fat client) and (webclient) which both are quite similar in functionality.
  • Integration: The tool integrates with Word, Excel, and Outlook nicely. And, it integrates with Google Mail and Contacts. There is a nice selection of third party tools available for various needs like AddressGrabber which allows for easy input of contacts from various sources such as email signatures, webpages, etc.
  • Templates: I have enjoyed being able to store tons of various templates for letters which we use over and over for various communications like sales proposals, quotes, and nudging clients along the funnel and sales process.
  • Automation: SwiftPage ACT! has a small business automation engine which allows for reminders and workflow to be administered by the system. It's not as sophisticated as some enterprise workflow automation solutions but for the price it's an awesome addition.
  • Maintenance: Very rarely have a problem which needs to be dealt with and costs to upgrade are minimal at best. We hosted the system internally for the web client and implemented it ourselves initially but had upgrades subsequently done by a local partner simply due to time/cost scenario. In other words, less to have someone else do it.
  • Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
  • Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.
Account or Contact centric selling environment? Are you fostering a "social selling" environment? Will Email Marketing be sufficient in your future? If you are moving beyond email marketing and want the tool to integrate with a full Marketing Automation platform such as ACT-On (not the same company) or HubSpot, then this is not the tool for you.
I have not called in about a year. But rather, I go to a local support person who provides help. When SwiftPage was called, it fell in the cracks and was lost.