High value option for a simplified CRM solution
November 09, 2021

High value option for a simplified CRM solution

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

ACT! CRM Cloud-based Standard

Overall Satisfaction with Act! CRM

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.

Pros

  • User Fields provide organized space for KEY info outside of just contact info
  • Search feature within the database / CRM

Cons

  • A bit clunky / old school looking compared to other platforms out there
  • Running reports is a bit confusing
  • Would like to see more direct user-customization capabilities
  • Quick access to key database information is critical to our business
  • Strong value overall with not needing a bunch of bells and whistles
ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day look and feel versus ACT!.

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

Yes

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

No

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

I wasn't involved with the selection/purchase process

Did implementation of Act! CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Act! CRM again?

No

Overall it's very easy to use. Whether a new employee to a company or just not tech savvy, the ACT! CRM user experience is simple.
Haven't heard to use direct support too often. Experience has been fine though when needed.
Well suited for a small company database (store of information), but I think [in my opinion] it lacks in value on a full fledge CRM system.

Act! CRM Feature Ratings

5.6
Customer data management / contact management
8
Workflow management
5
Territory management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
4
Interaction tracking
4
Channel / partner relationship management
5
Customer Service & Support ()
Not Rated
5.0
Lead management
5
Email marketing
5
5.5
Task management
6
Reporting
5
5.7
Forecasting
5
Pipeline visualization
6
Customizable reports
6
2.8
Custom fields
4
Custom objects
3
Scripting environment
2
API for custom integration
2
7.5
Role-based user permissions
8
Single sign-on capability
7
Social CRM ()
Not Rated
5.0
Marketing automation
5
5.0
Mobile access
5

Comments

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