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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

(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!

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

(1-14 of 14)
Companies can't remove reviews or game the system. Here's why
Score 1 out of 10
Vetted Review
Verified User
There has been an ongoing problem with Google synchronisation which no one seems to be bothered about fixing, even though it clearly states on the website that the software synchronises with Google. When the customer-facing support team are on the phone, they are brilliant, it's the back-end development support which is severely lacking.
Terry Kungel | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Okay, you really can't make this stuff up. They send out multiple emails telling clients that if they do not call immediately they will lose their current contract on the renewal date and get shoved into a new subscription that is not described at all except "its the latest and greatest." Well, we call this number multiple times and for 5 calls the number listed in their email reports that we have reached a non-working number. When you finally do get a connection the audio is so poor you know you must be talking to someone in India. Oh, and did we mention how absolutely awful their software performs? We installed Version 23 and it stopped Dymo label printers from functioning. Their response "have reached out and spoken with your printer company" They never admit or own up to how bad their software is.

Have you reached out and spoken with your printer company since that’s where the issue is at?

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I'm very impressed with ACT! support. The support team is very knowledgeable and patient. They stick with me until a problem is solved, then often follow up with text, links, or a tutorial that elaborates on the issue and resolution. There is little to no wait time, which I really appreciate. When I have a problem (which I don't often), they answer quickly.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
Following a few interactions with support staff over the phone where we failed to correct the issues we were calling about, we ended up going back to the consultant who we purchased the software through and continued to use her for support rather than call Swiftpage ACT! directly. Our consultant was much more helpful in finding and correcting our issues.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Support is rarely willing to teach you how to fix things yourself. And sometimes the answer is simply, we have a paid product that will do what you are seeking to accomplish, even though the product has supported mass mailings for the last five years.
Emily Claridge | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Very helpful, walked us through the platform as we got transferred onto the system. I am always able to email our Swiftpage ACT! contact and ask questions. I have also been able to use the chat function to message questions with IT. Very helpful and available for questions from the team. Positive experience!
April 17, 2020

ACT! Review for all

Daren Anderson, MSIS | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
At first, it was hard to get assistance on ACT! as you had to go through a community forum without paying a lot more for support, from what I can remember. The two latest versions we bought from a third party and their support team was very thorough and helped us thru issues we had with the setup.
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