Act! CRM

Act! CRM Reviews

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Ratings and Reviews
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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.
Magreat Wilson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Swiftpage ACT! is the most advanced and perfect software CRM with having powerful marketing tool. Swiftpage Act! enables customers to have all the information about contacts, colleagues, and vendors in one place and manage them easily. Swiftpage is providing all the main services which user needs in the market to become more professional in work, turn different leads into sales, increase conversion rate and win new clients easily.
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.
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.
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.
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.
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.
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.
April 17, 2020

ACT! Review for all

Daren Anderson, MSIS | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
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
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.
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.
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.
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!
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.

Act! CRM Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (8)
63%
6.3
Customer data management / contact management (2)
90%
9.0
Workflow management (2)
75%
7.5
Territory management (2)
85%
8.5
Opportunity management (2)
75%
7.5
Integration with email client (e.g., Outlook or Gmail) (2)
50%
5.0
Quote & order management (1)
40%
4.0
Interaction tracking (1)
40%
4.0
Channel / partner relationship management (1)
50%
5.0
Customer Service & Support (2)
100%
10.0
Case management (1)
100%
10.0
Call center management (1)
100%
10.0
Marketing Automation (2)
75%
7.5
Lead management (2)
75%
7.5
Email marketing (2)
75%
7.5
CRM Project Management (3)
40%
4.0
Task management (2)
80%
8.0
Billing and invoicing management (1)
10%
1.0
Reporting (2)
30%
3.0
CRM Reporting & Analytics (3)
43%
4.3
Forecasting (2)
40%
4.0
Pipeline visualization (2)
35%
3.5
Customizable reports (2)
55%
5.5
Customization (4)
33%
3.3
Custom fields (2)
70%
7.0
Custom objects (2)
20%
2.0
Scripting environment (1)
20%
2.0
API for custom integration (1)
20%
2.0
Security (2)
80%
8.0
Single sign-on capability (1)
70%
7.0
Role-based user permissions (2)
90%
9.0
Integrations with 3rd-party Software (1)
55%
5.5
Marketing automation (2)
55%
5.5
Platform (1)
75%
7.5
Mobile access (2)
75%
7.5

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 Pricing

Starting Price: $22

More Pricing Information

On-premise Editions Pricing
Pricing DetailsTerms
Act! Premium - Basic$37.50per user, per month (billed annually)
Select - Extra Features$79per user, per month (billed annually)
Complete - Extra Features$199per user, per month (billed annually)
Advanced - Extra Features$399per user, per month (billed annually)
SaaS Editions Pricing
Pricing DetailsTerms
Essentials$22per user, per month
Standard$40per user, per month
Expert$55per user, per month

Act! CRM Technical Details

Deployment TypesOn-premise, SaaS
Operating Systems,
Mobile ApplicationNo

Frequently Asked Questions

How much does Act! CRM cost?

Act! CRM starts at $22.

What is Act! CRM's best feature?

Reviewers rate Support Rating highest, with a score of 5.6.

Who uses Act! CRM?

The most common users of Act! CRM are from Small Businesses and the Accounting industry.