Act! CRM

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.

Act! CRM is well suited as a CRM with the option to send email marketing to customers and prospects. It also works well with online and telephone sales, particularly where teams of people may be accessing contacts and updating updates which may change over time as there's a visible history by user. When removing users you have to merge these into other users which can get a little confusing for notes when a former employee's note becomes yours.

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.

Act! CRM is well suited as a simple CRM program. However, for mass marketing, opportunity tracking or anything more complicated, it does not offer the functionality to make it easily useful or user friendly.

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.

Whilst the software is incredible, Google synchronisation is absolutely vital to my business. When I upgraded to the cloud system I was promised that Google synchronisation would work. It is even advertised on the website that Google synchronisation works. Google Calendar synchronisation is critical to the way my new enquiries come into the business, new enquiries book discovery calls with me on Google. For the last 4 months I have been unable to allow any new enquiry to book online as the calendar synchronisation is not working. I spent countless hours on the phone to the software support team, I'm completely at my wit's end. This problem has been going on for four months and they just don't seem interested in fixing it! I'm left feeling bitterly disappointed as I have purchased a product (it's cost me £1000 for three licenses) that just doesn't work the way it was promised or advertised.

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.

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.

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.

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.

I only use it to bulk email my customer base and it does this OK.

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.

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.

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.

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.

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.

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 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.

Swiftpage ACT! is well suited for general contact management and information storage.