TrustRadius Insights
Act! CRM has been used by businesses and non-profit organizations for over 20 years, functioning as a reliable CRM system to track …
Starting at $22 per month
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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…
Recent Reviews
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
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
Product Details
- About
- Integrations
- Tech Details
- FAQs
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 Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | , |
| Mobile Application | No |
Frequently Asked Questions
Act! CRM starts at $22.
Reviewers rate Customer data management / contact management highest, with a score of 9.8.
The most common users of Act! CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(64)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Act! CRM has been used by businesses and non-profit organizations for over 20 years, functioning as a reliable CRM system to track prospects, activities, and milestones across the entire organization. With its integration capabilities, Act! CRM seamlessly integrates with Sage Quantum, allowing for efficient management of the sales prospecting process and integration with the Sales Invoicing Customer module.
Act! CRM serves as a valuable tool for managing business and marketing activities, keeping communications organized between the company and potential and existing patrons, vendors, and colleagues. It acts as a repository of history, enabling users to refer to past events and interactions. This software is particularly useful in direct mail marketing and lead generation initiatives, utilizing Swiftpage Connect for email marketing. With its user-friendly interface and available templates for auto mailers, Act! CRM makes it easy to streamline sales development and current client processes. The convenience of mobile applications further enhances productivity by allowing business tasks to be managed on the go.
Act! CRM is widely adopted by sales and marketing teams alike. Marketing teams find value in using Act! CRM for mailing lists, while the software's ability to track activities of outside sales reps effectively manages day-to-day business operations. It also serves as a primary CRM solution used across the entire organization, functioning as a comprehensive database for storing information. Act! CRM is especially beneficial in industries such as insurance, where it facilitates sending targeted emails to agents with information about senior health insurance products.
Moreover, Act! CRM features robust contact management capabilities that allow users to capture details of customers and prospects. It empowers businesses by enabling them to manage contacts effectively, group them by customer type or other criteria, and maintain ongoing notes and updated documents. Additionally, Act! CRM facilitates contact segmentation based on company affiliation, membership status, and participation in committees or work groups. This makes it an invaluable tool for managing communications with various stakeholders such as membership organizations, allied industries, government entities, and product users. The integration with SwiftPage email marketing solution further enhances Act! CRM's functionality by providing lead call lists and integration with surveys and databases.
By leveraging Act! CRM, organizations can track metrics, generate meaningful reports, and make data-driven decisions. With its web-based version allowing multiple users to sign in simultaneously, Act! CRM fosters collaboration by enabling teams to update records and add notes in real-time. Its customizable reporting capabilities also make it a preferred sales database tool for businesses looking to tailor the system to their specific reporting needs.
In summary,
Highly Customizable: Users have praised Act! CRM for its high level of customization, allowing them to tailor the software to their specific business requirements. This flexibility has been appreciated by numerous reviewers, who find it valuable in adapting the software to their unique needs and workflows.
Excellent Sales Pipeline Tracking: Many users have expressed satisfaction with Act! CRM's ability to track activity details in the sales pipeline process. The feature has been described as excellent by multiple reviewers, enabling them to stay organized and effectively monitor their prospecting activities. This functionality ensures that no leads are missed or opportunities overlooked.
Outdated Interface: Some users have expressed dissatisfaction with the dated interface of ACT CRM, stating that it is not as easy to use compared to newer products.
Limited Social Media Marketing Capabilities: Several reviewers have mentioned that the software lacks strong social media marketing capabilities, which can be a drawback for businesses looking to effectively engage with their audience on various platforms.
Issues with Email Campaigns and EMarketing: Users have reported experiencing issues with email campaigns when using the third-party service provided by Swiftpage called EMarketing. Changes made in the software are not always reflected accurately in email campaigns, leading to frustration and inefficiencies in marketing efforts.
Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
June 23, 2022
I just wish this worked as described!
Score 1 out of 10
Vetted Review
Verified 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 for all of my clients and team members. It is an integral part of the business that I couldn't live without.
- Opportunity management.
- Client history.
- Google synchronisation.
- Software development response time.
64%
6.4
56.66666666666667%
5.7
10%
1.0
N/A
N/A
25%
2.5
22.5%
2.3
N/A
N/A
N/A
N/A
5%
0.5
10%
1.0
- 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!
November 09, 2021
High value option for a simplified CRM solution
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
56.25%
5.6
N/A
N/A
50%
5.0
55%
5.5
56.66666666666667%
5.7
27.5%
2.8
75%
7.5
N/A
N/A
50%
5.0
50%
5.0
- Quick access to key database information is critical to our business
- Strong value overall with not needing a bunch of bells and whistles
- Salesforce.com, InsideSales.com / XANT PowerDialer for Salesforce (discontinued), Microsoft Excel and Pipedrive
ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day look and feel versus ACT!.
November 05, 2021
ACT! the best CRM for marketing companies
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
47.77777777777778%
4.8
66.66666666666667%
6.7
100%
10.0
40%
4.0
30%
3.0
27.5%
2.8
50%
5.0
N/A
N/A
30%
3.0
100%
10.0
- The computer based application is cost effective
- Reporting is minimal for client purposes
- maintenance is minimal
Salesforce is a cloud based application. If you are using an internet based product and you lose internet services, you lose the ability to work. If you are using a computer based/desktop program and lose internet, you still have the program to work.