About Act!

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.
Act! Software - Rich contact management
Act! Software - Customizable Dashboard
Act! Software - Opportunity details for every deal
Act! Software - Power Marketing Automation – Real-time results
Act! video
Act! Software - Rich contact management - thumbnail
Act! Software - Customizable Dashboard - thumbnail
Act! Software - Opportunity details for every deal - thumbnail
Act! Software - Power Marketing Automation – Real-time results - thumbnail

Act! pricing

Act! does not have a free version but does offer a free trial. Act! paid version starts at US$30.00/month.

Starting Price:
US$30.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Act!

Salesforce Sales Cloud

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Sage HRMS

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Dynamics 365

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Act! Reviews

Feature rating

Value for Money
3.7
Functionality
3.7
Ease of Use
3.7
Customer Support
3.3
5 reviews of 682 View all reviews
Sally
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
1

4
Reviewed on 18/11/2022

Basic CRM that does the job

Pros

ACT is easy to use and does what a CRM is supposed to do: manage contacts and contact information. It is easy to create contacts, companies, links and search for them. It can be used offline which makes it extremely convenient when there is no internet access (eg: business trips). The DB will synchronize when you are back online. Another thing is that it is an off the shelf product: it does not require any development to configure.

Cons

The software lacks customizable reports and dashboard. It is extremely complicated to setup a good dashboard with the reports that you need. There is not much options or flexibility, and the display does not always end up being right (missing items). So it is not the best for sales/opportunities management.

Response from Act!

We love hearing from our customers Sally, and appreciate you taking the time to let us know how Act! is helping your business. We understand that you found some limitations around reporting and wanted to be sure you had access to these digital resources to help with your customization needs.

https://www.act.com/resources/

If there are additional features you'd like to see in Act!, we'd love to know and invite you to please submit a feature request by visiting this URL.
https://app.smartsheet.com/b/form/5833907456404e3d99cb5c440433f6a0

Thank you again for your feedback.

Replied 28/11/2022
David
  • Industry: Computer & Network Security
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
3

3
Reviewed on 19/09/2022

Act and your need for a CRM

Without the introduction of a CRM, i doubt we would have had the client retention we have been lucky to have, we had trialed other CRM's, from free online to high cost ones like Goldmine - they all do much the same but our need to a specific way of accessing and manipulating our data left us with Act as the only real option. One option was to have a bespoke system but costs in the region of £100,000 and constant support didnt make much business sense at the time and after seeing similar projects fail at rival companies we think the route we took has been justified

Pros

Having the ability to scale requirements has helped the business grow without huge outlay. Has the capability to use high end hardware and now has a Cloud based solution so removing the need for costly onsite equipment if required

Cons

As usual costs, the license model has change from perpetual to the per user per year, the Cloud based variant is expensive but comparable to others. The need for a 3rd party module to fully use the software for our needs has increased usability but at a cost, would of been nice to include in subscription

Alternatives Considered

Zoho CRM and GoldMine Premium Edition

Reasons for Switching to Act!

Zoho wasnt around at the original decision but was pushed a new Sales Director, after 4 weeks of trying to get 10 client details imported to show proof of use we gave up - no direct import without essential data loss. Goldmine was extensively used by 3 Sales reps, although powerful it didnt meet the requirement we needed at the time, and at the time was 5 times more expensive. The budget wouldnt stretch even if we would get everything we needed from it so Act was chosen

Response from Act!

Hi David, thank you for taking the time to share how your business is using Act! -especially the cloud-based solution.
We love hearing from our customers, so thanks again for sharing!

Replied 23/09/2022
Vincent
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
4

3
Reviewed on 15/09/2021

ACT CRM, Great Starter CRM.

For many years that I did use act I really enjoyed it was a great tool getting used to working with it was very easy for me. we did a lot of customization to the dashboard added some imagery additional fields it was really awesome. We didn't get to the point to using their marketing campaign products but the email templates were really awesome really awesome

Pros

I really liked the contact management history management email integration and tracking grouping of contacts opportunity groups add opportunity ratings.

Cons

Act is a really great entry level CRM it has some functionality's third party capabilities other products you can purchase from the store but it just doesn't have what it takes to get you over the hill when you get a little bit larger

Michelle
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 19/02/2021

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.

Tammy
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 14/10/2020

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.

Alternatives Considered

Pardot

Reasons for Choosing Act!

Salesforce was cost prohibitive.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Act!

Cost while not sacrificing the overall features.

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