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Act! CRM

Act! CRM

Overview

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…

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Learn from top reviewers

Act! CRM - for prospecting and nurturing

Rating: 7 out of 10
March 6, 2025
IncentivizedVetted ReviewVerified User
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 to...
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Verified user
Manager
Act! CRM4 years of experience

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

Rating: 3 out of 10
January 8, 2025
IncentivizedVetted ReviewVerified User
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 o...
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Verified user
Professional
Act! CRM7 years of experience

I just wish this worked as described!

Rating: 1 out of 10
June 23, 2022
Vetted ReviewVerified User
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 ...
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Mark Oborn
Director - Corporate
CEO (Chief Executive Officer)
Mark Oborn Ltd
Act! CRM12 years of experience

ACT! the best CRM for marketing companies

Rating: 10 out of 10
November 5, 2021
IncentivizedVetted ReviewVerified User
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-frie...
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Tracy Rumsey
Administrator - Marketing
Program Manager
Rich Enterprises Inc
Act! CRM15 years of experience

RUN, Do not walk away from Swiftpage ACT!

Rating: 1 out of 10
March 24, 2021
Vetted ReviewVerified User
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 ...
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Terry Kungel
Executive - Corporate
Chairman Emeritus
Maine Coalition to Fight Prostate Cancer
Act! CRM20 years of experience
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Pricing

View all pricing

Essentials

$22

Cloud
per user, per month

Act! Premium - Basic

$37.50

On Premise
per user, per month (billed annually)

Standard

$40

Cloud
per user, per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.act.com/products/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $22 per month
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Product Demos

Act Growth Suite - Sales and Marketing Software

YouTube

ACT! CRM Demo: Nutzung im Netzwerk, per Web oder offline unterwegs - deutsch

YouTube

Automatic Web Forms Demo Presentation

YouTube

Act! CRM Demo

YouTube

Act! CRM Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

5.3
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.7
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

5.5
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

6.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

5.7
Avg 7.5

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6.5
Avg 7.3

Platform

4
Avg 7.4
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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, Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems,
Mobile ApplicationNo

Frequently Asked Questions

Act! CRM starts at $22.

Reviewers rate Call center management highest, with a score of 9.

The most common users of Act! CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-5 of 16)

Swiftpage ACT! works well...support not so much.

Rating: 8 out of 10
Incentivized
May 07, 2020
TN
Thomas Nelson
IT Generalist
Northwest Autism Center (Mental Health Care, 11-50 employees)
Vetted Review
Verified User
Act! CRM
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.

RUN, Do not walk away from Swiftpage ACT!

Rating: 1 out of 10
March 24, 2021
TK
Terry Kungel
Chairman Emeritus
Maine Coalition to Fight Prostate Cancer (Non-Profit Organization Management, 1-10 employees)
Vetted Review
Verified User
Act! CRM
20 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.

Experience with Swiftpage ACT! frustrating, disappointing

Rating: 3 out of 10
Incentivized
May 07, 2020
Verified User
Program Manager in Marketing
Paper & Forest Products Company, 1-10 employees
Vetted Review
Verified User
Act! CRM
6 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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
Cons
  • 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.
Likelihood to Recommend
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.

Poor tech support makes ACT! virtually unusable without internal IT support.

Rating: 1 out of 10
October 24, 2020
Verified User
Director in Other
Wholesale Company, 1-10 employees
Vetted Review
Verified User
Act! CRM
10 years of experience
Use Cases and Deployment Scope
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.
Pros
  • Bulk email
Cons
  • 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.
Likelihood to Recommend
I only use it to bulk email my customer base and it does this OK.

ACT! and Swiftpage, a perfect team for your e-mail campaings

Rating: 6 out of 10
Incentivized
August 26, 2015
HK
Henry Knoop
Ceo
It support (Computer & Network Security, 1-10 employees)
Vetted Review
Verified User
Act! CRM
5 years of experience
View profile
Use Cases and Deployment Scope
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!
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.
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