My Experience with ACT has been great. I have spoken to support on occasion and they are very knowledgeable and supportive, and have always resolved any issues or questions I have. The one great feature of ACT is that it is on my laptop. So if I travel or the internet is down, I can still function - not so with SF.

It is very simple to use and yet very powerful. It provides me with Notes and Histories and as many fields as I need to put in data about my customers and vendors. It is linked to my phone as well as my admins data. I really cannot see running my business without ACT.

really nothing to complain about. they do updates and patches to fix any issues I have ever encountered

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.

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.

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.

Our office has been using this product since before I started. It is a solid database program and if that is all you want to do is have a large database of contacts, then this performs well.

I dislike how this is still only available for windows computers which makes communicating information in an office with both Mac and PC impossible. Also, the outlook plug in that allows emails to be synced with a contact in ACT will only link emails to the PRIMARY contact. So that means you have to manually sync that. If you are emailing over 100 emails a day, you end up either spending most of your time manually syncing contacts or just foregoing this feature. Also, you can only add 4 contacts to a company. Often times, we need to have upwards of 6-10 contacts for a company so the inability to add more is a huge issue. And since ACT isn't online, any changes made on any employee computers while not connected to the server means no one else has access to that info until they make it back to the office to sync. Which means our data is never fully up to date. There are so many problems with this software that we often don't try to take advantage of any of the other functions.

I have been running my business for over 18 years on ACT. Great tool

The ability to connect with Outlook and keep the history of communication. Create groups for all types of needs with ease

It is slow - regularly get message that is not reacting". No interface with my Iphone