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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…
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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
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Automatic Web Forms Demo Presentation
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Act! CRM Demo
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Act! CRM Demo
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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).
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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
(1-18 of 18)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.
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
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
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.
Score 1 out of 10
Vetted Review
Verified User
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.
- Bulk email
- 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.
September 04, 2020
ACT! Helps you keep your act and business together
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.
- Organize data
- Reminders about appointments and actions.
- Preserve and easily retrieve history.
- I'd like a cleaner interface between Gmail and ACT! without having to have all emails included in ACT!
- I'd like "fuzzier" search. If I search for Mary it could also return Marie, much like the big search engines do.
- I'd like more flexibility in name handling.
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.
- 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
- 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.
May 07, 2020
Swiftpage ACT! works well...support not so much.
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.
- 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.
- 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.
May 07, 2020
Swiftpage ACT! Review
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.
- Contact management is a very significant help
- Ease of use and simplicity are the building blocks of Swiftpage ACT!. I have always found it easy to work with and understand when looking to use another feature...at least most of the time.
- I really like the alert feature to keep track of necessary activities for each day.
- The easy of viewing the past notes and history is a lot easier than many of the other bigger ticket CRMs.
- I would probably use the phone app more if I remembered to always update the database to the web. I mostly use the desktop version.
- I wish it was a little easier to update the options for repeating activity names while inputting a note or history.
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.
- Keeping track of up to date contact information
- Allowing me to create useful contact documents easily
- Save copies of all orders and next action tasks for each contact
- Easier mobile application would be nice
May 07, 2020
Swiftpage ACT! Review
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.
- Simple, easy to use
- Can customize fields, not overwhelming to look at
- Easy to act as admin and customize users, give team members access
- Reports, usually just download the Excel file and customize it. Could create some more attractive printable reports.
- System crashes once in a while--can work on performance
- Like the new look but can still be a bit clunky when searching lists.
April 19, 2020
Swiftpage ACT! Review
All contacts--phone and email--go in Swiftpage ACT! I have 24,000 entries with a very small insurance agency.
- Letters to any contact
- Lookup by any part of a name
- Organizing customers and non-customers
- Customer service
- If you cannot figure it out yourself, do not use a feature!
April 17, 2020
ACT! Review for all
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
- Easy to install
- Easy to use
- Easy to modify
- One issue we had was when we upgraded we had to rename all our computers because of some glitch in the install.
- I would like to see them continue the desktop version as I have some customers that don't want to go online.
- Cost is always a factor with anything.
September 07, 2018
ACT! helps you manage your Clients! Great CRM.
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.
- History. You can archive all your email history for each contact
- Great searchability through contacts!
- Easy way to setup synchronization of remote databases to segment so Reps only have their contacts.
- It is complicated to setup when you are first getting to know it. I recommend having a consultant set it up and then documenting the process so you can reproduce it.
- You have to lock the database when you add/remove items to the drop down lists.
- It could use a mapping function to show a map of all a Sales Rep's territory with Pins in each address. This would allow Sales Reps to view other customers in the areas of their appointments to maximize their productivity by visiting more customers in the same area.
March 28, 2017
Swiftpage ACT!...A Tried & True Staple Of The CRM World
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.
- Lots of fields for adapting the software to your own requirements.
- Excellent tracking of activities/details in sales pipeline process.
- Excellent robust reporting to provide a very clear picture of prospecting activities.
- Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.
- ACT! is a product that has been around a long time, and the interface is somewhat dated.
- It isn't as easy to use as some of the newer products.
- Social media marketing could be stronger.
December 14, 2016
SwiftPage Review
Score 1 out of 10
Vetted Review
Verified User
Our organization is using SwiftPage as a way to send email to our agents with information about senior health insurance products.
- SwiftPage is inexpensive and integrates with our CRM, which is ACT!
- Their templates are outdated and difficult to work with. They frequently glitch causing them to look unprofessional in certain browsers.
- They have very limited reporting capabilities.
August 26, 2015
ACT! and Swiftpage, a perfect team for your e-mail campaings
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!
We do not use any other (CRM, Agenda, activities) module of ACT!
- 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.
- 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.
September 13, 2014
SwiftPage ACT still delivers value in the age of the Cloud
Score 8 out of 10
Vetted Review
Verified User
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.
- Integrated Email Marketing: For a small business, you can have a strong method to handle email marketing in an integrated non-disparate solution.
- Tailoring: There are no limits on what data you can store in the system and the ease of making changes can be done by a nontechnical person.
- User Interface: The tool is easy to get around in both the desktop (fat client) and (webclient) which both are quite similar in functionality.
- Integration: The tool integrates with Word, Excel, and Outlook nicely. And, it integrates with Google Mail and Contacts. There is a nice selection of third party tools available for various needs like AddressGrabber which allows for easy input of contacts from various sources such as email signatures, webpages, etc.
- Templates: I have enjoyed being able to store tons of various templates for letters which we use over and over for various communications like sales proposals, quotes, and nudging clients along the funnel and sales process.
- Automation: SwiftPage ACT! has a small business automation engine which allows for reminders and workflow to be administered by the system. It's not as sophisticated as some enterprise workflow automation solutions but for the price it's an awesome addition.
- Maintenance: Very rarely have a problem which needs to be dealt with and costs to upgrade are minimal at best. We hosted the system internally for the web client and implemented it ourselves initially but had upgrades subsequently done by a local partner simply due to time/cost scenario. In other words, less to have someone else do it.
- Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
- Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.