Swiftpage Act! Reviews

32 Ratings
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Score 6.8 out of 101

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Reviews (1-5 of 5)

Andrew Murphy profile photo
Score 7 out of 10
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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.
ACT! is well suited if you want a prepackaged CRM software. It is not as expensive as Salesforce. It is best used on laptops in a Remote Database Synchronization model. It integrates with an App called Handheld Contact so you can see your contacts on your phone. It is not a cloud solution.
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Laurence Sarner profile photo
Score 7 out of 10
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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.
Swiftpage ACT! would be well suited if you are using a desktop computing environment. ACT! is an old product and they were on the desktop for many years (and still are). Also, ACT! would also be well suited if you are not as concerned about implementing a CRM product that might require a little more training (e.g. if you had employees/salespeople that needed to be trained). Also, ACT! seems to be more generic than some of the industry focused products you see nowadays. For example, MethodCRM works well with non-profits that are on the cloud.
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Henry Knoop profile photo
Score 6 out of 10
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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!
  • 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.
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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December 14, 2016

SwiftPage Review

Score 1 out of 10
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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.
If you need basic email software and you are looking for the cheapest option, SwiftPage might work for you. Otherwise, it is better to pay a little more for a product which will allow you to assign and send leads from emails automatically and has more professional templates to work with.
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Score 8 out of 10
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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.
Account or Contact centric selling environment? Are you fostering a "social selling" environment? Will Email Marketing be sufficient in your future? If you are moving beyond email marketing and want the tool to integrate with a full Marketing Automation platform such as ACT-On (not the same company) or HubSpot, then this is not the tool for you.
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About Swiftpage Act!

Sage Act is a simple contact management system and is not yet available in a SaaS edition.
Categories:  Contact Management

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Swiftpage Act! Technical Details

Operating Systems: Unspecified
Mobile Application:No