ACT! the best CRM for marketing companies
November 05, 2021

ACT! the best CRM for marketing companies

Tracy Rumsey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Act! CRM

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.

Pros

  • Keeps prospect contact info
  • Documents history
  • Calendar features

Cons

  • Connection with a VOIP type system
  • Integration with other email applications
  • Analytics
  • The computer based application is cost effective
  • Reporting is minimal for client purposes
  • maintenance is minimal
Salesforce is a cloud based application. If you are using an internet based product and you lose internet services, you lose the ability to work. If you are using a computer based/desktop program and lose internet, you still have the program to work.

Do you think Act! CRM delivers good value for the price?

Yes

Are you happy with Act! CRM's feature set?

Yes

Did Act! CRM live up to sales and marketing promises?

Yes

Did implementation of Act! CRM go as expected?

Yes

Would you buy Act! CRM again?

Yes

Its a great software with just enough features to manage our marketing team and help with marketing responsibility.
ACT! does not have great support. They outsource it overseas and continually upgrade the software and discontinue support for certain versions.
ACT! is best used in a marketing call center type situation. We have many clients on board and can assign our marketing reps different ACT! databases based on need for scheduling purposes. I would not recommend ACT! for a single salesperson scenario since the set up process is more suited for a company situation.

Act! CRM Feature Ratings

8.6
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
10
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
4.0
Task management
10
Billing and invoicing management
1
Reporting
1
3.0
Forecasting
3
Pipeline visualization
1
Customizable reports
5
5.5
Custom fields
10
Custom objects
1
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
6.0
Marketing automation
6
Compensation management
Not Rated
10.0
Mobile access
10

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