Act! Software

3.69 / 5 (518)

About Act!


Act! is a customer relationship management solution (CRM) that brings together contacts, account history, notes and activities into a single, centralized location. Users can take notes, manage prospect and customer information, send email campaigns and track interactions from the same interface.

Act! includes applications for sales and marketing automation and is suitable for companies in any industry. Act! also allows users to manage account information like contact details, lead data and pending opportunities. Built-in features help track lead sources, competitors, status changes and more. The solution also provides a shared team calendar, so users can manage multiple schedules and track sales activities.

Act! is designed to integrate with popular tools like Office, Outlook, Dropbox, Google and social media sites like Facebook and LinkedIn. It's also fully accessible from both iOS and Android devices.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

518 Reviews of Act!

Average User Ratings

Overall

3.69 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(185)

4 stars

(145)

3 stars

(74)

2 stars

(45)

1 stars

(69)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 518 reviews

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January 2019

Robert from Entertainment

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

January 2019

Value of using Act

See What I liked most.

Pros

Started using Act about 25 years ago. Have added contacts since and used most of the features. Over time the use of certain features such as mass mailings to customer lists have faded, and now occasionally by e-mail. Over time I have come to value how I can locate someone that was a customer years ago, and have a complete record of a transaction, conversation or specific subject we were involved in. You have to learn to use for nearly every phone conversation or piece of correspondence. If you do, you will always be able to revert back to a contact, and who said what when. What correspondence was involved etc. To say nothing about scheduling appointments, and being reminded of birthdays and other important events. Act is the backbone of my business and personal contact information. Invaluable and used every day. I have used over may revisions and Company changes. Sometimes the customer service is better than others. Presently the Customer Service is Excellent. If you are a first time user or considering starting to use it I would recommend you take a course on using it as many of the features are not apparent unless someone shows them to you. A great tool to keep track of what everyone on your team is doing and as they move on a record of what they did and who was involved. A great tool that I rely on daily. Happy to spread the word.

Cons

Many features that I never use, but see how others would. Don't like having to use MS Outlook for e-mail.

Would like to access completely by phone, but my database is too big.

October 2017

Karen from Tech Benders

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

I may be prejudiced but I love this product

I have used Act personally and for my business almost since its inception. Full disclosure: I have written 7 books on the product as well as the training videos for lynda.com/LinkedIn. I also do consulting work for several other CRM products and wrote a book on SugarCRM. For the money, you can't beat Act. Act has all the power of the "bigger" players without the expensive price point. As newer features are added the existing ones remain relatively stable so that an existing user can upgrade without being hit by a huge learning curve. That said, new users of ANY software product, and specifically CRM software, need to realize that training is essential if they want to unleash the full power of Act. And, like with any other software, support and training is not free - especially if your Act version is several years old. Try calling Microsoft the next time you need help with a spreadsheet or can't get Outlook to send your email and you will see exactly what I mean. However, all Act Premium subscriptions do include free technical support. I urge readers to take some of the reviews with a grain of salt. For example, Act is absolutely the easiest product out there when it comes to a mail merge. Try doing this in Salesforce and compare the number of keystrokes it takes to complete a merge. Another reviewer complains that you can't merge to over "50 contacts;" that restriction is meant to keep you spam-compliant and can easily be overcome by using the built in Act E-marketing Tool. Another reviewer complained that it took "days" to download the software; again, this is simply not the norm and one has to wonder what kind of security settings might have been blocking the ability to download software.

Pros

Perfect fit for mid-sized businesses. Great price point. Only truly hybrid solution that allows you to use Act both on your desktop and in a hosted environment.

January 2017

Bill from Mesa

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

How act is helping me working at 74 as a sales man

I have been using ACT's since 1999 and this year I turned 74 and I'm still selling with the very best of them. I sell power supplies to industry and without ACT there is no way I could compete in the world of sales today without ACT, I put everything and anything that helps me sell more in a very competitive field including emails, quotes, power supply spec, and notes. I see so many people who will not invest in this program or database if they did their sales would be much higher nobody can remember everything but ACT does. In all the years I have used at never a problem of any kind I do keep it on three computers as the backup just in case there's a crash of one of my computers. I backup my database 2 to 3 times a week making sure I have everything when I need it. The thing I like most about ACT when I go to sales meetings I have all my information right in front of me on my laptop and so many people don't. So when I am questioned about any customer I can look in my notes and have the answers I need, without ACT my sales numbers would be much lower. Thanks ACT

Pros

Without ACT I could not compete as well as I do in the sales world for it is changing every day. I need ACT to help track my customers my orders my RFQ's and so many other things without it I wouldn't have a job today. I see so many salespeople who won't invest in ACT who sales numbers could be so much better I tell them about ACT but they don't seem to want to invest in their future and their future sales that could be so much better.

Cons

I cannot find one thing wrong with ACT I have been using it approximately 20 years and never had a problem I cannot say this about other database programs I have had to use when I worked for other companies. Some of them were super complicated took hours of work just to get your data in whereas using ACT it was a breeze putting data in and saving data of all kinds.

August 2017

Josh from AICTC

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2017

ACT is a great software product that allows you to integrate your database and track your clients

ACT is worth the price and worth the training to get educated on it. Unfortunately you need to spend some time figuring out the details, but once you do, it is off to the races and you will love the system every day. It really is a great product.

Pros

This product allows you to integrate the basic and most complicated processes within your business. I love the email link feature, any time I send an email to a client (who has their email in their account profile), the system automatically saves that email in the client profile. You don't have to search for it in your inbox, or click an extra button to push the details over to the profile, it all happens automatically. The icing on the cake, is now that it is in the client profile, other members of my team can see what emails I have communicated to client, and when they were sent. It helps to keep my team all on the same page. This is by far the best Client Database system I have ever used. AMAZING!

Cons

The biggest downside to ACT is there is not a built in funnel email system. You have to select the group or type of clients that you want to email, export that to another database and then send the communications from there. The system will still tag your emails as long as they are sent from your domain, but having to export the list an use an additional software or service to send the mass email notifications is a little frustrating. If they can fix this option, it would make my life a lot easier.

January 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

Financial Advisor & Group Benefits Specialist

Keeping track of where I am in a client sale cycle and note taking of conversations that are time stamped help keep me compliant which is crucial to my business . When I open ACT! each day I get the reminders of what I am suppose to do to keep me on track is time saving to me.

Pros

I have used other CRM platforms and ACT! for advisors is a very friendly system to learn. I was referred by another advisor to have a look at ACT! and when I inquired I received an excellent one on one training/review of the product. I was able to ask about specific features that I wanted in a data base and they were part of it. I live in Alberta and they changed some of the titles ie: Zip Code to Postal Code. I was able to add some of my own specific information boxes ie: Firm Number. I was able to purchase the software without having to pay for it on an ongoing monthly cost. Sharing data with multiple users/computers. The eMarketing feature I use all the time. I am able to build my own newsletters and monthly tips to send out with ease. The support team has been helpful when I have a question.

Cons

I thought I would see if I could get some feedback from someone else in my office if they could think of something they didn't like but his comment was " No, I quite like ACT!". If I were to suggest one thing would be when entering something on the History - Type I wish we could edit those categories.

February 2017

Fred from Thomas D. Wood & Company

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

1.0

Functionality

4.0

February 2017

ACT! 19 much better than 18

Have been an ACT user for over a decade. Works well, but syncing with Outlook and Gmail has been rough. Version 19 is much better, but still needs some work. It would be nice if ACT provided tech support for the first 90 days without paying all the time. Also would like to see contact photos added as it is in Outlook.

Pros

Organization and logic

Cons

Syncing with Outlook and Gmail can be difficult.

Response from Swiftpage of Swiftpage

Replied February 2017

Hi Fred, Thanks for your review! Did you know it is possible to add a photo to an Act! contact? You can edit your contact layout to include a picture field. Once this has been added, you can display any photo you like within the field. Regarding the Outlook email history attachments, there is an icon that looks like an envelope with a red X which will display in your taskbar if there are some emails which have been sent but not attached to an Act! contact. This is intended to notify you that these histories will be missing and will give you the option of manually choosing a contact to record them to, or creating a new contact from the info provided. If you have any further questions about Act! or are looking for advice, check out our Community Forums: https://community.act.com - Act!

April 2017

Bud from Florida Real Estate Loans, Inc.

Company Size: 2-10 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

2.0

Functionality

3.0

April 2017

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.

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.

April 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2019

ACT functionality in 2019

Functional software for contact and opportunity management that has been in use for over 20 years with a consistent interface. All contact management software requires a learning curve to effectively use the software. My consulting clients do not use the marketing component of ACT, so those features have not been evaluated as of yet. ACT has gone through a number of owners, and the current owners seem to be putting in the effort to keep pace with Microsoft Outlook. Quickbooks integration could still be better though, but cooridnating with third party vendors will always be a challenge.

Pros

Consistent interface through the years, reliable functionality and easy to resolve simple issues. Even in a small business, hosting the database on a consumer grade PC and operating system still provides a functional and fast connection. The ability to create an offline database that can then be synced with the master database is very useful for laptop users.

Finally in ACT 2018/2019, the interface between Outlook 365 (aka Outlook 2016) and ACT! is finally more reliable.

Cons

The time it takes to create a large offline database seems way to slow. Some troubleshooting issues require support from ACT!. I strongly recommend a support plan with ACT!

May 2016

Darren from Evolution Marketing

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

May 2016

Best featured and Best value CRM for Small business

Firstly, I'm an Act! Certified Consultant and I sell and provide services around Act! and have done so since 2001. Although I'm not a client, I have continually had to make an assessment about whether Act! is the right product for our prospective and existing clients. My personal experience is that there is no single software product that is suitable for every business. If you are a big enterprise, Act! isn't the product you are going to invest in. For small business though it should be at the top of your list to review. Act! has a greater depth and depth of functionality for the price of any CRM software in the market for the small business users. If there was something that were better I'd be inclined to be offering it to our clients. Act! has been around for nearly 30 years and the many things that you are likely to want to be able to do, Act! just does. Many of the small, simple, day to day tasks will be made easier by your use of Act!. Act! is a product that you will hear many loyal and satisfied clients say that they Love and that they can't do without. Act! is easy to use and it's highly configurable. It excels in a MS Windows environment, so if you are running a server with some desktops and laptops it's an ideal solution. It will run faster than any cloud based solution. Act! comes with both a Windows and Web based access. You could have some using it on their desktop in the office, and others using it via the web browser. The Web version doesn't completely match the windows version for functionality, but the gap is closing. With Act! you can deploy it on your own server so you own and control your data. You can still have the advantage of a web based login but know that your database is in an environment you control. Act! has a range of excellent third party add-ons that en-rich it's functionality and with a new API in the latest 18.1 version there will be many more integrations between Act! and other web based applications. If I were to simplfy where I see Act! in the market it would be to say it sits in the middle of the basic cloud offerings like Pipedrive, Insightly, Highrise etc. and the full blown CRM's from Saleforce, SugarCRM and Microsoft. If you are an established business that is looking for a best in class CRM to work on your MS Windows platform and still provide good mobile and web browser based access then Act! is ideal.

January 2019

Denise from Butler Evans Education

Company Size: 1 employee

Review Source: Capterra