Act On is Solid.
October 03, 2025
Act On is Solid.
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Act-On Software
Send templated emails to our financial advising prospects and clients. Monitor website and open rate activity. Email automation sequences.
Pros
- Pretty easy to use.
- Integrates with my CRM sorta.
- Monitor prospect activity.
Cons
- Need more options on Zapier. There are additional triggers and actions that could improve the integration.
- Need native integration with WealthBox, one of the biggest CRMs in fintech. You have it with everyone else. I made a call with you where you wanted $5,000 to build it. Just build it.
- The 'true open' revelation is disappointing. There are users I've told colleagues were opening and clicking eblasts, only to find out that may not have been true. I feel stupid, but that's just the tech I guess.
- Can't put a number on it, but it's been a time-saver.
Mailchimp is a joke in my opinion. Super manual and feels too sparse. Not designed by programmers. ConvertKit is even worse. Super limited templates for a company that...is selling email templates. Shitty integration options.
Do you think Act-On Software delivers good value for the price?
Yes
Are you happy with Act-On Software's feature set?
Yes
Did Act-On Software live up to sales and marketing promises?
Yes
Did implementation of Act-On Software go as expected?
Yes
Would you buy Act-On Software again?
Yes
Comments
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