Overall Satisfaction with Act-On Software
Our sales and marketing departments use ACT as our main hub for contacts. It is a database that holds all our leads and clients with detailed information and the ability to tag for segmenting and note so other team members know what is going on. It is a simple way to look up and sort contacts.
- Sort by select fields
- Edit templates to view clients info
- Ease to see other users notes
- Hard to sort with multiple topics
- Help us track shows
- Help us find customers with certain features
- Ease to export contacts for marketing
We have been evaluating HubSpot and Zoho CRM. These 2 are more expensive and more robust. These include more of the sales side interactions like pipelines, tasks, marketing emails, etc. Our team uses ACT as more of a Rolodex then a tool. Because we do have an outside ticket system so linking them all together is harder.
Well suited: helps us see what other team members have made notes. Ability to each have our own layout to mold to our specific needs. Less appropriate: It becomes harder to sort when people enter multiple answers for multiple fields. Can't group by multiple fields at once, which I would like for our team.