Act!

CRM & emarketing together as one.

3.7 /5 (632 reviews) Write a Review!

Act! Overview

What is Act!?

CRM and emarketing together as one – Act! provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

Act! Overview

Pricing

Starting from
US$15.00/month

Pricing options

Free Trial
Subscription
Value for money

Act! CRM Essentials: $15 / user / month
Act! CRM Standard : $30 / user / month
Act! CRM Expert : $45 / user / month


Act! Features

Devices
Business size
S M L
Markets
United States, Canada, Australia
Supported Languages
English, French, German

Media

Powerful Marketing Automation - Real-time Results
Powerful Marketing Automation - Real-time Results
Act! Marketing Automation - Comprehensive Campaign Management
Pipeline Management View with Additional KPIs
Act! Marketing Automation Template Editor
Act! Marketing Automation - Visual Workflow Designer
Actionable Business Insights
Act! CRM Appli Mobile
Act! screenshot: Powerful Marketing Automation - Real-time Results Act! screenshot: Powerful Marketing Automation - Real-time Results Act! screenshot: Act! Marketing Automation - Comprehensive Campaign Management Act! screenshot: Pipeline Management View with Additional KPIs Act! screenshot: Act! Marketing Automation Template Editor Act! screenshot: Act! Marketing Automation - Visual Workflow Designer Act! screenshot: Actionable Business Insights Act! screenshot: Act! CRM Appli Mobile

Act! Reviews

Act! Reviews

Overall rating
3.7
/
5
Excellent
237

Very good
180

Average
92

Poor
57

Terrible
66

Value for Money
3.8
Features
3.7
Ease of Use
3.7
Customer Support
3.3
66% recommended this app
Thomas O.

Love the ease of use for both entering data and retrieving info

I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.


Tammy W.

ACT! for Insurance/Financial Advisors

I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.


Bud M.

22 year plus customer Sage / Act

Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.


Kathryn S.

I have used this software sice ACT4

Its a Like hate relationship. I use to call it LOVE hate. Its just a LIKE now.


Paul B.

A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom


Thomas O.
Industry: Pharmaceuticals
Company size: 11-50 Employees

Love the ease of use for both entering data and retrieving info

Used Daily for 2+ years
Reviewed on 2018-05-07
Review Source: Capterra

I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Pros

The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Cons

I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Tammy W.
Industry: Insurance
Company size: 2-10 Employees

ACT! for Insurance/Financial Advisors

Used Daily for 2+ years
Reviewed on 2020-10-14
Review Source: Capterra

I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.

Pros

The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.

Cons

They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Bud M.
Industry: Financial Services
Company size: 2-10 Employees

22 year plus customer Sage / Act

Used Daily for 2+ years
Reviewed on 2017-04-16
Review Source: SoftwareAdvice

Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

Pros

I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

Cons

Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Kathryn S.
Industry: Consumer Services
Company size: 51-200 Employees

I have used this software sice ACT4

Used Daily for 2+ years
Reviewed on 2020-08-16
Review Source: SoftwareAdvice

Its a Like hate relationship. I use to call it LOVE hate. Its just a LIKE now.

Pros

The heritage base of this software is amazing. Its creators designed it to easily collect contact info was and is still unmatched. They thought of everything 20 years ago. They loved developing this software.
And Then ???

Cons

Every company that has owned ACT since Act 6 has treated it like an unwanted child. There is no pride attached to it. If it crashes support will get you and running. But if you run into a glitch in forms or something, your going to have to sail that ocean all alone

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Paul B.
Industry: Electrical/Electronic Manufacturing
Company size: 2-10 Employees

A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

Used Daily for 2+ years
Reviewed on 2019-10-31
Review Source: Capterra

We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom

Pros

I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing

Cons

There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
7.3/10
Based on 632 user ratings
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Act! Pricing

Act! Pricing

Starting from
US$15.00/month
Free Trial
Subscription
Value for money

Act! CRM Essentials: $15 / user / month
Act! CRM Standard : $30 / user / month
Act! CRM Expert : $45 / user / month

Act! CRM Essentials: $15 / user / month
Act! CRM Standard : $30 / user / month
Act! CRM Expert : $45 / user / month

Value for Money
3.8/5
Based on 632 user ratings
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Act! Features

Act! Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.7/5
Based on 632 user ratings
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Categories

Additional information for Act!

Additional information for Act!

Key features of Act!

  • Opportunity management

Benefits

  • Rich Customer Management: Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—Act!—for a complete view of relationships across your team

  • Organisation : Act! keeps all your contact & customer details (history, notes, etc.) accessible at the same place to easily organise, prioritise and follow-up on prospection and sales activities.

  • Mobile app: Act! Companion, a mobile CRM app for iPhone®, iPad®, and Android™, keeps you connected to key Act! details from wherever you work

  • Powerful Emarketing: Optimize all the ways you and your team communicate with prospects and customers to maximize engagement and drive business growth with Act! Marketing Automation.

  • Dynamic Sales Pipeline Management: Manage opportunities using a simple, out-of the-box sales process or one configured to fit your company’s sales methodology. See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts.

  • Actionable Business Insights: See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making.

  • Custom tables: Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.

  • Popular Apps & Integrations: Connect with Microsoft® Outlook®, Slack™, QuickBooks® Online, Shopify, and hundreds of additional apps that extend the power and reach of Act! with Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

  • Act! FAQs

    Act! FAQs

    Below are some frequently asked questions for Act!.

    Q. What type of pricing plans does Act! offer?

    Act! offers the following pricing plans:

    Starting from: US$15.00/month

    Pricing model: Subscription

    Free Trial: Available

    Act! CRM Essentials: $15 / user / month Act! CRM Standard : $30 / user / month Act! CRM Expert : $45 / user / month

    Q. What are the main features of Act!?

    Act! offers the following features:

    • Opportunity management

    Q. Who are the typical users of Act!?

    Act! has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does Act! support?

    Act! supports the following languages:

    English, French, German

    Q. What type of pricing plans does Act! offer?

    Act! has the following pricing plans:

    Subscription

    Q. Does Act! support mobile devices?

    Act! supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Act! integrate with?

    Act! integrates with the following applications:

    Campaign Monitor, CloudCall, Constant Contact, DevHub, Evolve IP Phone System, HomeTrak, Mailjet, SalesNexus, SpitFire, Workato

    Q. What level of support does Act! offer?

    Act! offers the following support options:

    FAQs, Forum, Knowledge Base, Video Tutorials, Online Support, Phone Support