Overview
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…
I just wish this worked as described!
High value option for a simplified CRM solution
ACT! the best CRM for marketing companies
RUN, Do not walk away from Swiftpage ACT!
Poor tech support makes ACT! virtually unusable without internal IT support.
ACT! Helps you keep your act and business together
Experience with Swiftpage ACT! frustrating, disappointing
Swiftpage ACT! works well...support not so much.
Swiftpage ACT! Review
Don't fail to ACT! Swiftpage ACT! won't fail you!
Swiftpage ACT! Review
Swiftpage ACT! Review
ACT! Review for all
ACT! helps you manage your Clients! Great CRM.
Swiftpage ACT!...A Tried & True Staple Of The CRM World
Pricing
Essentials
$22
Act! Premium - Basic
$37.50
Standard
$40
Entry-level set up fee?
- No setup fee
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
ACT! CRM Demo: Nutzung im Netzwerk, per Web oder offline unterwegs - deutsch
Automatic Web Forms Demo Presentation
Act! CRM Demo
Act! CRM Demo
Product Details
- About
- Integrations
- Tech Details
- FAQs
What is Act! CRM?
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
Comparisons
Compare with
Reviews and Ratings
(64)Community Insights
- 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
(1-2 of 2)RUN, Do not walk away from Swiftpage ACT!
- 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.
If you have an extensive IT staff that is seriously under utilized, then getting involved with Swiftpage will create all kinds of demands for their time to address all the glitches in version 21. We installed Version 23 which introduced more new errors.
- 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.
- 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.
- Product Features
- Implemented in-house
- Finding features ACT claims exists but were over promoted and didn't actual work at all.
- Finding ACT features that did not work well.
Have you reached out and spoken with your printer company since that’s where the issue is at?
- 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.
SwiftPage ACT still delivers value in the age of the Cloud
- 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.
- 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
- Sales
- Marketing
- Lead Generation
- Forecasting
- Allowing outsourced marketing call centers use the tool since it was so easy
- Customer nurturing
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Existing Relationship with the Vendor
- Positive Sales Experience with the Vendor
- Implemented in-house
- 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
- 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