ACT provides some of the most straightforward tools when it relates to CRM. I have no trouble making new contacts, setting appointments, and calling my clients. This tool is beneficial if you have an extensive network of contacts. I currently have over 2500 contacts, and because of ACT's alarm feature, which alerts me to important meetings or phone calls, I never forget to call or email anyone. Additionally, I can program an email to be sent on particular anniversaries or when the patient's AMC is going to renew.
Starting in 2020, ACT has transferred all of its products to the cloud, even for the CRM is no longer accessible offline. This represents a worry for a business that takes data safety extremely seriously. We are still utilizing the early draft of offline CRM since we don't want company knowledge to be kept in another nation. An internet solution ought to be less expensive, yet the price has drastically increased in the case of ACT. It undoubtedly provides portability, but not at the expense of information security.
The program well maintains your customer experience knowledge. However, if you change computers, you must purchase their new application. This business does everything in its power to mistreat its clients.
I've worked with ACT and other CRM's for different employers over the last 20 years and I still like the format ACT offers. It's intuitive and not challenging to understand on a simple level. This is a new subscription with a new company but I did try some of the suggested CRM's and either the cost was high and/or the learning curve was high. I didn't know what to expect by the tech calling me for a walk through but essentially I just let him remote in and setup everything from desktop installation to syncing with online version. I realized by watching the tech how so many issues could develop if I attempted the process myself. I had been using just the cloud version because I was concerned about messing things up if I installed the desktop version, so this was one of my questions to the tech. Then they handled it. He spent almost two hours making sure everything ran properly. The tech was pleasant and patient with me when I had to take a call in between his work. So over all, I had a very good experience.
Since I use only the CRM features I haven't found much. The online version sometimes requires a refresh to get the ALL contacts list to load and sometimes there is lag in the up front load to start. But not significant to delay work. Most likely its the connection to the internet I have than the cloud version. I did realize I had to whitelist the online Version to get the task alerts to pop up.
The biggest problem for me is keeping track of the hundreds of contacts and what I discussed with them. ACT does a great job of displaying the history for me to quickly remember when I'm talking with a contact or before I call them. The ACT format saves me a lot more time and gives me less headaches.
Easy to navigate for what I use it for. Keeps me organized.
Not much, really. Maybe the price is a bit high to stomach for an individual user such as me, but I know software is expensive to develop and support.
Act keeps me organized, so I can focus on selling.
Act! It has been an easy-to-use software, an incredible user interface that allows us to customize our designs for sales, the price is incredibly cheap. What I liked the most and it is significant, is that it has several language options available and there is the possibility of requesting a demo, extension tool such as history, activities, call tracking, tasks and more
Definitely so far the problems have been literally non-existent and I am very happy with the service provided by Act! to the Real Estate organization
We have the option of managing the activities of the entire sales team to track their tasks, have customizable areas and we can easily integrate it with Gmail and Outlook
No complications no downtime. For a small company the price is right
Outlook Integration, I thought the 64 bit would do it
CRM anywhere I go
We have a large client base and it is a great way to keep track of our vendors, customers, and anyone we come into contact. It is one of the most helpful pieces of software we use in our office. It is very easy to update and add notes to each person in the database. I love the way you can sort contacts by groups so that if you aren't sure who you're looking for you can at least sort by industry.
I haven't yet found anything I dislike about the program. I would like to get more into the program itself but at this time I have not yet experienced any problems with it.
We are able to track movement of our customers from one place to the next which is extremely helpful in maintaining pricing and for what we do it is very important to track Technical Directors, Master Electricians, and other production personnel. We were able to create an email list for one of our events using the database and it was very helpful in finding customers whom we haven't spoken to in a while.
Search criteria, grouping, templates, tech support is terrific.
Very complicated to customize reports; have to pay for a consultant; cost and aggravation.
STaying in touch with customers; building email and other mailing lists.
The easy format, low cost and versatility of use, especially with the new cloud and email services
Sometimes computer updates change usability. Takes me a while to understand the instructions for functionality
It is so easy to store and access client information. Simple to email directly from the contact. Looking forward to using the email marketing applications. This is a super benefit for marketing my business services