TrustRadius
Sage Act is a simple contact management system and is not yet available in a SaaS edition.https://dudodiprj2sv7.cloudfront.net/product-logos/Y7/eP/IV7432W8IQCL.pngACT! 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.,7,We are able to run SQL queries and reports to audit our Sales Rep activites each week.,IBM Notes,Microsoft Visio, Adobe Acrobat DC, Foxit PDF SDK, Microsoft Exchange, Microsoft SQL Server, Visual Studio IDE, SpiceworksSwiftpage ACT!...A Tried & True Staple Of The CRM WorldI 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.,7,Integration with Sage accounting software eliminated double entry of prospect data into Customer/Sales accounting functionality. Thus, this provided a positive ROI. Excellent flexibility in designing customer fields and adapting to unique requirements of a specific business/industry make for a positive ROI and further business goals/objectives. Weakness in providing as much social media functionality as other competing CRM systems not as desirable if one's business is a heavy user of social media and uses that as an integral part of their marketing/sales strategy.,Method, Salesforce and Zoho CRM,QuickBooks Online, Intuit PayrollACT! and Swiftpage, a perfect team for your e-mail campaingsWe 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.,6,Sending e-mail blasts to our customer base is a breeze it is just a matter of minutes. It made our marketing campaings much easier to do, and we get nice statistics from our blasts.,GreenRope,ONTRAPORT,Agile CRM,Constant Contact,Infusionsoft,Yes,Price Product Features Product Usability Prior Experience with the Product,Yes, I would have selected a more integrated tool like Ontraport or GreenRope.,Sending e-mail blasts Contacts sync between Outlook and ACT!,Editing advanced e-mail templates tend to mess up formating Selection of specific interactions of clients with e-mail blasts (who clicked which link and ad them to a new group),Yes, but I don't use it,7SwiftPage ReviewOur 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.,1,SwiftPage has allowed us to send out communications which have led to newly contracted agents. However, given the time it takes to create a decent-looking template and preview it on various browsers, it is costing our company a lot more than it is worth in labor expense.SwiftPage ACT still delivers value in the age of the CloudWhile 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.,8,Increased mobility and flexibility to get data via the Moblile and Web access which helped increase activity. Improved data analysis and segmentation because of the ease of adding fields to capture which were specific to our needs Increased call volume due to "hot" lists provided with email marketing integration,,8,,1,Sales Marketing Lead Generation Forecasting,Allowing outsourced marketing call centers use the tool since it was so easy,Customer nurturing,Yes,Price Product Features Product Usability Product Reputation Vendor Reputation Existing Relationship with the Vendor Positive Sales Experience with the Vendor,I would not change the decision. At the time, it was the best option for us.,Implemented in-house,No,Change management was minimal,Web server integration does require some set up help from either IT or trusted adviser Synchronization if set up will require some set up help from either IT or trusted adviser,8,No,5,Yes,Word Templates Email Marketing Tailoring and Customization,Integration with Email for Web Only users via the Preference Area of Email Integration not connected directly to a local email client,Yes,8
Unspecified
Swiftpage ACT!
27 Ratings
Score 7.0 out of 101
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>TRScore

Swiftpage Act! Reviews

Swiftpage Act!
27 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.0 out of 101
Show Filters 
Hide Filters 
Filter 27 vetted Swiftpage Act! reviews and ratings
Clear all filters
Overall Rating
Reviewer's Company Size
Last Updated
By Topic
Industry
Department
Experience
Job Type
Role
Reviews (1-5 of 5)
  Vendors can't alter or remove reviews. Here's why.
Andrew Murphy profile photo
September 07, 2018

Swiftpage Act! Review: "ACT! helps you manage your Clients! Great CRM."

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.
  • 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.
Read Andrew Murphy's full review
Laurence Sarner profile photo
March 27, 2017

Review: "Swiftpage ACT!...A Tried & True Staple Of The CRM World"

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.
  • 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.
Read Laurence Sarner's full review
Henry Knoop profile photo
August 26, 2015

Swiftpage Act! Review: "ACT! and Swiftpage, a perfect team for your e-mail campaings"

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!
  • 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.
Read Henry Knoop's full review
No photo available
December 14, 2016

Swiftpage Act!: "SwiftPage Review"

Score 1 out of 10
Vetted Review
Verified User
Review Source
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.
Read this authenticated review
No photo available
September 13, 2014

Swiftpage Act! Review: "SwiftPage ACT still delivers value in the age of the Cloud"

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.
  • 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.
Read this authenticated review

About Swiftpage Act!

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

Swiftpage Act! Integrations

Swiftpage Act! Technical Details

Operating Systems: Unspecified
Mobile Application:No