Act! software


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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

379 Reviews of Act!

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  • Stephen from Stephen Taylor & Associates Ltd.

    Specialty: Consulting

    Number of employees: 2-10 employees

    August 2018

    Class ACT!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Over the years ACT was my workhorse for business development It had great flexibility and was easy to enter contact information.

    Cons

    I was ideal for my small business and I only changed because I needed something more compatible to my system.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Dimitri from Freelancer

    Number of employees: 1 employee

    August 2018

    ACT 365

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    in general, this CRM helps you organize the key information of your clients and prospects and focus sales efforts

    Pros

    easy to learn and use
    allows you to organize the important data of your clients
    helps you create an email marketing
    allows you to segment your customers and create groups for commercial campaigns
    You can access it from any mobile phone or laptop device

    Cons

    for me the biggest disadvantage is that it is aimed at small companies
    focuses on the information of the customers but does not facilitate the actions of the sellers

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1 employee

    August 2018

    Great Customization/Slow Process

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love how customizeable ACT! is. It's a great CRM for companies that need to keep specific, detailed information that may not be possible with out-of-the-box CRMs.

    Cons

    Both the desktop and cloud versions run very slowly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ben from MTSU

    Specialty: Consulting

    Number of employees: 2-10 employees

    August 2018

    Not Staying Current

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    I loved this product for so long and it still has some legs to it. That being said, it is not keeping up with the modern changes.

    Cons

    Speed maters and the back end of this application does not appear to be upgraded in a long time. Salesforce is the leader in this product space. I really like ACT! but it is struggling to keep up.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Nice CRM software.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This CRM software allows me to customize and personalize the clients information. It handles reasonably well a rather sizable database of contacts.

    Cons

    Sometimes this programs performs glitchy. Hope these glitches will be addressed in future versions available.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jim from floralchemy

    Specialty: Healthcare / Medicine

    Number of employees: 11-50 employees

    August 2018

    Really helps keep our marketing campaigns on track

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Great program for anyone in sales, customer service or support. Keeps you focused and ontrack with reminders, planners and action points.

    Cons

    Haven't had very many bad things to say about this software. I found it confusing at first with some duplicate contact info but was able to resolve this through customer support

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Stewart from Relias Learning

    Number of employees: 501-1,000 employees

    August 2018

    I used ACT for many years with my home based business. It was easy to use, and madeitgreat for sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It was great as a home based business for pursuing new leads and keeping all your marketing info organized.

    Pros

    Ease of use. An absolute breeze. No problems at all. You can track all your prospects and get mailers out quickly.

    Cons

    I don't recall having any difficulties with the software. It was simple and held all the theinformation on prospects that you need.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Susan from Billedeaux Hearing Center, LLC

    July 2018

    ACT is a great relationship building sales tool for a small business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    All client information is in one central contact record. Data entry and retrieving client information is easy to use and track. You can customize the software to fit the needs of your business. We have several locations, ACT allows us to organize our clients into smaller groups to target specific areas to run promos and marketing campaigns for those specific areas.

    Cons

    There are a lot of functions and features some I will probably never use but overall I am totally satisfied with ACT.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rose from BK Ventures

    July 2018

    ACT was the first CRM for Pro-sumers and is still relevant

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    ACT was the first client-server product to address SMBs and was originally designed as a replacement for rolodexes... They pivoted (albeit a bit late IMO) to a SaaS model.. Its easy to use and set up and do basic reporting with..

    Cons

    I don't think it has really kept up with the workflow that is now centered around Gmail. It should have better integration with gmail and better email tracking and integration

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jason from NAE Cleaning Solutions

    Specialty: Maintenance / Field Service

    Number of employees: 2-10 employees

    July 2018

    You get what you pay for.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Act! is less expensive then other similar products like salesforce. It provides some level of CRM software that may work for certain companies

    Cons

    The software is out dated and needs a significant refresh. Competitors cost more because they are worth more in this case.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Charles from Realty Trust Group LLC

    July 2018

    Difficulty setting it-up

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    None- terrible customer service

    Pros

    It is a comprehensive CRM software that lets you file and keep track of your prospects and cold-calls

    Cons

    Customer service. I had trouble installing the software and customer service was unwilling to help unless I purchased an additional support package. Ridiculous since I my issue was the install

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Swiftpage, Swiftpage

    July 2018

    Hi Charles, I'm sorry to hear you had difficulty getting set up! While it's true that technical support does require an additional support contract with ourselves - we do have a huge wealth of completely free self-help resources! A great place to start if you're having any trouble is to check out our community forum - https://community.act.com Our community team will try to respond to every question, and there's a thriving community of users, Act! experts, and certified consultants who are always willing to help. For more specific issues, check out our knowledge base at http://kb.act.com - we've got thousands of articles from How-To guides to issues resolutions. Don't hesitate to drop us a line at community@swiftpage.com if there's anything else we can help with! Thanks, Jon, Act! Community Manager

  • Naomi from First City Monument Bank Limited

    Number of employees: 1,001-5,000 employees

    July 2018

    Secure but looks odd.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Act is used in my company to securely save data of our customers. We use it as a customer relationship management system ,and it has been very secure ,probably because its database resides in SQL.
    Act is cloud based and that gives me access to our customer data remotely ,and even on occasions when I am not connected to the internet ,I am still able to use Act albeit remotely.

    Cons

    I have used CRM systems in my past places of work ,and I just do like the look and feel of Act. It is not as simple to use ,as CRM systems I have tried in my past work experiences like Insightly and Zoho.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • R. from EWB

    Specialty: Banking

    Number of employees: 1,001-5,000 employees

    June 2018

    Clunky and dangerous

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Use at your own risk

    Pros

    Prior versions have been around since the stone age and the interface is familiar to us oldtimers. It has far more features than the average user will probably need.

    Cons

    It runs slow and will crash unexpectedly, deleting contact records in the process - I lost over 1000 contacts this way!

    This review was submitted organically. No incentive was offered
    Review Source
  • Theresa from STORExpress

    June 2018

    I have used Act for 7 years and never had an issue with it

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    That you can created fields to gather important information on prospects, customers, and vendors. Very easy to use

    Cons

    You can not duplicate information without making a small change even though sometimes customers may have multiple units.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ryan from GoKnock

    June 2018

    ACT helped the Sales team at my country club!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Organized all of our contacts into a database that allowed us to follow up on prospects and customers. The email notifications helped tremendously.

    Pros

    It was the first CRM I've ever used and it was easy to learn. It kept everything organized so everyone could stay up to date and in check.

    Cons

    I had an outdated version so it was slow and not visually appealing. It was easier for me to deal with but the other people using it was rough.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    I have used ACT! Vs 18 for a little over a year for a client. I will say it has its ups and downs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It does allow you set appointments and manage client information. But, it is very time consuming and you have to do a lot of steps to get what you are wanting out of it.

    Pros

    This software doesn't require a monthly charge (if you have the desktop version) It allows you to create customized reports and input more information then you possibly could need.

    Cons

    This software has several Cons, One of the biggest is that its not user friendly so much. it takes you a long time to figure out how to use functions. I had trouble when I fist started using it. Also, when I wanted up upload excel spreadsheets of client info into the CRM. I had to buy an "Add On" which I think should of been something included in the program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jose from Rivera Corp.

    Specialty: Consulting

    Number of employees: 2-10 employees

    June 2018

    a great CRM that integrates easy with Microsoft Office suite

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    not my first option when it comes to CRMs, it may fall short when the business requires integration of Lead campaigns with traditional sales blitz and also optimize/automate internal sales process and flow.

    Pros

    Integration with MS Office, flexibility and scalability based on the size of the business and need of the organization, desktop version in addition to the web-based version (thus allowing flexibility for the organization), API availability.

    Cons

    price is in the premium range, mostly driven for sales and contact management but falls short when it comes to process automation and customer service options. Support can be an issue.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jae from NewMark Merrill Companies

    Specialty: Real Estate

    Number of employees: 51-200 employees

    June 2018

    Worst CRM Program - fails to integrate as promised.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Tech support is transferred out of the US and customer care is useless. DO NOT RECOMMEND THIS PROGRAM OR SERVICE. THEY WILL NOT REFUND ANY MONIES PAID. WILL BE INQUIRING ABOUT TAKING LEGAL ACTION FOR DAMAGES OF LOSS OF TIME AND DEALS.

    Pros

    Prior versions of ACT integrated well with Outlook. The newest version on the surface appears to work but does not.

    Cons

    ACT upgrades its web services and does not notify its user until after you are no longer able to sync. Upgrade no longer syncs properly and reinserts cleared activities repeatedly each time so if you sync 5 times you will have 5 of the same activity.

    This review was submitted organically. No incentive was offered
    Review Source
  • Wayne from Newport Digital

    June 2018

    ACT! is excellent if you use Microsoft Outlook

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    A tried and tested CRM that has been around for many years, a testament to its popularity and reliability as a well functioning CRM. Act! works very well with MS Outlook.

    Cons

    Integration with some well known online apps is pretty much non-existent. Trying to get any help without a support plan is not going to happen. Expensive in comparison to some other CRM's that are better online-based systems.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    I use ACT as my main CRM system and I like the fact that it integrates fully with Microsoft Outlook

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    A good CRM system that does not require a monthly fee. It helps me manage and track clients, prospective clients and employees.

    Pros

    I like the fact that I can buy it outright and I am not locked into a monthly plan. I also like the fact that I can tailor reports easily to meet my needs.

    Cons

    When I get stuck, support is almost non-existent. Purchasing the product gives installation support but after a short time, your on your own unless you purchase a support plan.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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