About Act!

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. This solution includes tools for sales process automation and is suitable for businesses in any industry. Teams can manage a sales pipeline, track interactions with leads and existing customers, and access email marketing tools from the Act! platform.

Built-in CRM features enable business growth teams to track lead sources, competitor activity, emails, and more. Act! also allows customer support teams to manage and sync data such as account updates and pending sales opportunities. Act! provides a shared calendar that can help improve team collaboration. This solution offers a Microsoft Outlook i...


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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

642 Reviews of Act!

Average User Ratings

Overall

3.68 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(225)

225

4 stars

(185)

185

3 stars

(92)

92

2 stars

(58)

58

1 stars

(81)

81

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 642 results

May 2018

User Profile Picture

Thomas from RxEDO, Inc.

Verified Reviewer

Company Size: 11-50 employees

Industry: Pharmaceuticals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

2.0

Functionality

4.0

May 2018

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.

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.

October 2020

Tammy from T. Williams Financial Services Ltd.

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2020

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.

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.

Reasons for Choosing Act!

Cost while not sacrificing the overall features.

Reasons for Switching to Act!

Salesforce was cost prohibitive.

April 2017

Bud from Florida Real Estate Loans, Inc.

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years


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.

February 2021

Michelle from Corporate Services

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

February 2021

Act! through the years

I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs, AR, AP, reporting, generate documents, calendar, follow up, email all through Act! and have micro control of every document and report. I have several users and the addons are endless.

Pros

I began using Act! 20+ years ago the draw for me was the ability to customize the product for my companies needs. I have run my company's database with this software from start up and I have made it work through the years. In the earlier days I was able to automate functionality to stay ahead of trends and have robust productivity far a head of my competitors. As the years have gone on and the product was sold and resold they have updated and brought general users more but have left lifelong users in the dust for profit.

Cons

Subscription services that cripple my ability to utilize the fully purchased/owned product. I feel that the company sold out for recurring subscriptions. I don't care that they want to go to subscription but I do care that I have my feet held to the fire because of it. Users like myself enabled their progress and continued success.

Reasons for Choosing Act!

Act! gave me a starting point and a user friendly interface that I could easily behind the scenes customize. The import and export functions were simple and the ability to create templates and reports that had dynamic functionality was impressive. I could even create macros, easily build queries and set fields to launch other programs upon entry into that field.

October 2019

Paul from Power Systems International Limited

Company Size: 2-10 employees

Industry: Electrical/Electronic Manufacturing

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

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

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.

Reasons for Choosing Act!

Much better value for money, and lower overall overheads meant better for us as a asmall business