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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…

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Recent Reviews

TrustRadius Insights

Act! CRM has been used by businesses and non-profit organizations for over 20 years, functioning as a reliable CRM system to track …
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Pricing

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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
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Product Demos

Act Growth Suite - Sales and Marketing Software

YouTube

ACT! CRM Demo: Nutzung im Netzwerk, per Web oder offline unterwegs - deutsch

YouTube

Automatic Web Forms Demo Presentation

YouTube

Act! CRM Demo

YouTube

Act! CRM Demo

YouTube
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Product Details

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 TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems,
Mobile ApplicationNo

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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Comparisons

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Reviews and Ratings

(65)

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!

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)
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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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Terry Kungel | TrustRadius Reviewer
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 3 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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
Incentivized
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
ResellerIncentivized
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
Andrew Murphy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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
Incentivized
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
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.
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