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
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
March 24, 2021
RUN, Do not walk away from Swiftpage ACT!
Score 1 out of 10
Vetted Review
Verified 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 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.
- Total waste! We have lost vastly more time than is reasonable for any client to absorb.
- The subscription fee increase is outrageous but your total loss is vastly higher with all the wasted time trying to get defective software to work.
At this point we know we can only go up, we have hit bottom with version 21. Version 23 that we just installed says we are still where we were. No improvement.
1
Marketing, communication, group planning, running small not-for-profit organizations. A wide range of business functions where a database product presumably can be helpful.
Swiftpage requires over 10 hours a month of IT support to get the features to operate that they claim will work. We cannot afford the price of the program and the price of the IT support staff that is required.
- Convening groups.
- Communicating with groups and individual members within a group.
- Compiling historical record that can be easily accessed.
- We hoped to do bulk emailing but Swiftpage could not do this effectively.
- Task management is something we all need but best of luck with ACT and the Task List and Dashboard.
- The situation has gotten so bad with Version 23 we are looking for another product.
Yes
We previously were using database products and spreadsheets. These worked well enough but the inclusion of the notes capability with the original ACT software argued for the conversion to ACT.
- Product Features
The Notes feature was critical.
We would not trust any ACT marketing claims. If customers will Fly Before Buy they will be smart enough to know not to proceed with ACT.
- Implemented in-house
Yes
First phase was basic records creation. Each record was subsequently developed over time based on the level of relationship.
Change management was a small part of the implementation and was well-handled
Delay updating any new version of ACT because of how buggy their upgrades are.
- Finding features ACT claims exists but were over promoted and didn't actual work at all.
- Finding ACT features that did not work well.
Our staff has 25+ years of experience with an extensive array of different and complex software. Swiftpage appears to have a business model of writing software that is so bad they can count on additional revenue from premium support. If you don't go with a paid support plan you will find there are no humans available to do anything to help; just some poorly written FAQs.
Yes
Today we reported a problem Version 23 created with our printer. It is directly related to the install procedure. Total disavowal of any responsibility.
I was one of Pat Sullivan's original customers. There hasn't been anything exceptional in the past 10~ years. Really disappointing how bad things have gotten.
- Creating a new record is clerical typing.
- Reports is a critical function that performs abysmally.
- Literally no or poor integration with MS Office.
- Bulk emails just awful.
Yes
Best of luck trying to get your smartphone synched with your laptop. We have 13K+ records, ACT insists all of these have to be on our phones; who thinks this is smart? ACT is so poor with mobile devices we have had to purchase a third-party app, more dollars. to get any connection.