The application is a technical support persons worst nightmare.

I had a horrible experience. I paid for ACT standard ($40).

I love Act!, the functionality, the ability to customize, detailed reports.

The customer support is wonderful if you are a premium member. Whenever Microsoft Windows has an update a lot of my programs need some adjusting.

Sometimes switching between databases causes the software to crash. It has been a problem with most versions we have used.

I would highly recommend ACT! as a CRM and marketing tool. I like the mail merge as I send out mass emails to large groups of owner/investors/tenants.

The tech support is horrible and the sales people are misleading (so as to not call them liars).

The only thing I liked about ACT was that it stored my contacts. The interface was so clunky that it wasn't good for much else.

Very difficult to integrate with email server. Complicated email attachment.

This is the single worst product for being intuitive I have ever used. It is convoluted, ridiculous and an enormous waste of my time.

It helps us keep on top of our orders as they progress through our system. It also allows us to look back at a customers history.

Integration options are great. Organization of sales leads and next steps.

Overall, Act is good to find information quickly. I highly recommend using it for your business.

Use to track comments, emails, and other communications and DOES NOT integrate with outlook in the newest version,  They have messed up and really need to start over or do another upgrade.

I love all the features that meet the needs of financial advisors.

One of the features I like best is the history. It is great to be able to look back to meetings, calls etc to see what I said, did etc.

I loved the software because of its user friendly platform and it is very versatile and flexible. It allowed me to  easily customize the software to my unique needs.

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.

We have been frustrated over the years by the number of crashes and freezes. Occasionally an import will not import correctly and the data in put into the wrong fields.

I like the integration, If you have high tech ability setting up API is easy to connect to Mobile platform if not running off the cloud. Great for those meticulous in organization.

I love how it was easy to keep track of the people I have already contacted and could really stay on top of my workload.

Worst mistake we ever made was paying for this garbage.

This program is fine, but there is little customer service assistance available if you run into issues, and functionality can be an issue depending on what you’re using the program for.

If you're new to using a CRM or want to keep things very simple, this system can't be beat for the money. It does all the basics with ease.

They also have a large number of plans available, are affordable, and there are a good number of independent technicians out there that can help you with your data, and design third party add-ons too.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

US Dollar

Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. 

Act! has empowered the success of millions (yes millions) of small and midsize businesses across a wide range of industries. This vast experience helped us perfect Act! Premium with the most ideal feature set and almost no learning curve.


LongDescription

Commenting/Notes

Engagement Tracking

A/B Testing

Sales Analytics

Forecasting

Multi-Channel Marketing

Social Marketing

Lead Capture

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Activity/News Feed

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Marketing Calendar

Electronic Signature

Calendar/Reminder System

Lead Distribution

Projections

Multi-Campaign

Pipeline Management

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Activity Management

Sales Trend Analysis

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Process/Workflow Automation

Lead Generation

Email Templates

Email Distribution

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Real Time Data

Performance Metrics

Shared Contacts

Multi-Channel Communication

Marketing Automation

Landing Pages/Web Forms

Role-Based Permissions

Social Media Integration

Customizable CTAs

Workflow Management

Email Management

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

File Sharing

Activity Dashboard

Alerts/Notifications

SMS Marketing

Reporting & Statistics

Segmentation

Reminders

Website Visitor Tracking

Customizable Templates

Calendar Sync

Mobile App

WYSIWYG Editor

Lead Nurturing

Interaction Tracking

Kanban Board

Customizable Branding

Reporting/Analytics

Contact Database

Batch Processing

Campaign Analytics

Lead Qualification

Customizable Forms

Client Management

Quotes/Estimates

Drag & Drop

Autoresponders

Customer History

Pipeline Reports

Third-Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Sales Forecasting

Document Management

Prospecting Tools

Multivariate Testing

Search/Filter

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Act! Premium Cloud - $30/user/mo, billed annually;
Act! Premium Desktop - (On-Premises) $37.50/user/mo, billed annually

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

Act!

In Person

Live Online

Webinars

Documentation

Videos

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

Work Order Creation

Electronic Payments

Dispatch Management

Real-Time Monitoring

Contract/License Management

Task Scheduling

Recurring Appointments

Job Management

Geographic Maps

Scheduling

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

File Storage

Compliance Management

Routing

Historical Reporting

Client Portal

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

Act! vs ServiceTrade

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