Item: Act! CRM
Rating: 10
Author: John Hamel

Use Cases and Deployment Scope

Currently, we use Swiftpage ACT! for sales development and current client processes. It eventually will be used across the whole organization. We are using it to keep track of prospects and clients' conversations, notes, and follow-ups. We also use it to house our buyers' lists.

Pros and Cons

Contact management is a very significant help
Ease of use and simplicity are the building blocks of Swiftpage ACT!. I have always found it easy to work with and understand when looking to use another feature...at least most of the time.
I really like the alert feature to keep track of necessary activities for each day.
The easy of viewing the past notes and history is a lot easier than many of the other bigger ticket CRMs.

I would probably use the phone app more if I remembered to always update the database to the web. I mostly use the desktop version.
I wish it was a little easier to update the options for repeating activity names while inputting a note or history.

Return on Investment

It's been easy to keep track of progress of goals with the software. This provides the opportunity to know what is working and what is not.
We have had to adjust a lot of things since the Virus issue took a foothold, but it is providing invaluable to make those adjustments.
Our ROI has increased at least 30%.

Alternatives Considered

HubSpot CRM

Although other CRM's like HubSpot offer a free solution, I found that it didn't give much and the add-ons were very expensive. Many other companies have interfaces that are clunky or hard to understand. Also I found that many just offer way too many features that we would never use that just made it more difficult to use what we needed. The customized options are just way to expensive for the simplistic offering we need. Swiftpage ACT! just provides a solution that works for us.

Support Rating

I had an issue on setting up the link between Outlook and ACT!, I scheduled a time and support just jumped on our computers and fixed it all. I have not had any issues since.

Key Insights

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?

Would you buy Act! CRM again?

Yes

Other Software Used

Feature Toggle, Microsoft Office 2016

Likelihood to Recommend

I would say that if you are looking to sales prospecting or staying in touch with existing clients then Swiftpage ACT! would be extremely suited for the job. It's simple to use and easy to get the information you need quickly.

However, I'm not sure that it would be your go-to if you had a huge organization and needed to implement operational tasks across the organization. Most of those type of situations need a lot more customization.

But for the small to mid-size companies, I think it is a very well suited option.

Swiftpage ACT! Review

Software Version

Overall Satisfaction with Swiftpage ACT!