Act! CRM - for prospecting and nurturing
March 06, 2025

Act! CRM - for prospecting and nurturing

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

Software Version

ACT! CRM Cloud-based Expert

Overall Satisfaction with Act! CRM

We needed a CRM for our prospecting and account management within the business and selected to use Act! CRM as an option for this, we also wanted to use the email marketing tools as extra to communicate with our customers on a regular basis and ensure we were monitoring emails sent and other communications we've logged such as calls, history notes etc.

Pros

  • Email marketing
  • CRM management
  • Group creation
  • Email sequencing

Cons

  • Better incorporation of email marketing into the contacts, currently works as a email tab which doesn't always work
  • Technical issues where databases break or go down/can't be accessed happened a few times over the year during working days which stops our prospecting activities
  • Increased our conversion rate on prospects by 10% more
  • Allowed us to provide email marketing with the option of sequencing
  • Increased our direct sales through creating groups to nurture to our existing customers by 7% sales growth
We had a few outages last year which were disruptive to sales via prospecting and nurturing to existing customers. The support team weren't the most responsive to getting things up and running for us despite us paying an annual subscription to have instant support to hand. We had some days also where we couldn't import new contacts over a week or more due to an on-going issue.
Act! CRM is a decent entry level CRM and offers all the basic tools to do sales and prospect and keep a record. It also ties nicely in with the email marketing package where you can be creative to set up email sequences to particular customers and send these out to them.

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

Not sure

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

Sage 50cloud Accounting, LinkedIn Sales Navigator
Act! CRM is well suited as a CRM with the option to send email marketing to customers and prospects. It also works well with online and telephone sales, particularly where teams of people may be accessing contacts and updating updates which may change over time as there's a visible history by user. When removing users you have to merge these into other users which can get a little confusing for notes when a former employee's note becomes yours.

Act! CRM Feature Ratings

6.7
Customer data management / contact management
6
Workflow management
8
Territory management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
7
8.7
Case management
8
Call center management
9
Help desk management
9
8.0
Lead management
8
Email marketing
8
9.0
Task management
10
Billing and invoicing management
9
Reporting
8
6.3
Forecasting
5
Pipeline visualization
7
Customizable reports
7
8.3
Custom fields
10
Custom objects
8
Scripting environment
7
API for custom integration
8
6.5
Role-based user permissions
7
Single sign-on capability
6
7.0
Social data
7
Social engagement
7
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

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