Act! Reviews & Product Details

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Have to take my computer with me to use it on the road I have Deja office for the road connects to Act

I get the info on the cell thur Deja office yes I do and it works wess

The open format allows me to put in the information that I want and need. Synchronizing to Outlook gives me access to contact on my phone immediately.

Based on my needs, there is little to dislike. I used ACT starting in 2002-2004. I started using it again one year ago and wish I never left it, knowing how many contacts and information I left behind.

ACT allows me to keep track of the flow of conversations going, allowing me to not miss a step in the process. This provides greater trust, faster sales steps, and better sales results. I was #1 in the past and look to be #1 again in the future.

Act is comprehensive CRM software that allows you to integrate email and marketing along with contact information and prospecting notes.

I use an older version of ACT! (2013) so the tech support is minimal. It was purchased by Sage a few years ago so they only support the newer, web-based versions now.

It can be difficult to keep track of client information and contact notes. ACT! has helped me to keep everything in one place. The email integration has made finding communication between clients and myself much easier!

The ability to customize and really make this a system specifically for our use. We have used other CRM's in the past...and come straight back to act! as it is the only product we have found that can accommodate our needs.

When building additional contacts within a company, it often times comes up with "you are creating a duplicate record". This causes confusion but with training can be worked around. We would love the ability to access multiple databases at the same time as well.

We have several databases within act!. Our sales division, staffing division, and marketing divisions all utilize specific databases within the system. We have managed to integrate act! with our website, specifically dealing with our staffing side, which in turn has saved us over 800 man hours annually.

Easy to look up customers and contacts for quick reference.

Reporting is too complex and could be easier to gather information.

Tracking interactions with customer and contacts and sharing information among coworkers.

Available on desktop and cloud. Easy to customize. Maintain a history on activities or fields you choose. Works well with Office (word/outlook). Easy to use on a basic level (intuitive), very complete on a complex level. Very Fast. Will handle large database with lots of users. Extensive lookup's for every field are easy. Activity series are easy to create. Creating and maintaining groups of records is easy. Import and export using excel is easy. Can link and attach other databases.

Company support options leave something to be desired.

Multiple sales people with different territories work remote, changes internally with remote people work well. This program has increased our bottom line. If you feed it, it will feed you.

I like the mail merge - it's extremely easy to use unlike Microsoft Word.

adding relatives is not very easy. also i'd like to put both husband and wife's birthday in there.

We are solving the mail merge problem by using ACT instead of word. We will be utilizing the opportunities feature more as well.

I like the versatility of the program and that I can have access to my customers and review the notes all in the same folder

I wish the program was a little faster, but I think it's my computer and not the program itself

I've solved appointments that need to be addressed and that in itself has helped my business grow.

The versatility and ease of use. This program has helped me manage my contacts and appointments and allowed me to follow throught with necessary obligations I've promised my customers.

I love it! I tried out the program just as a trial and I use it all the time.

I'm able to keep accurate notes and follow up with prospects and customers as needed.

Everything I need to do, there are two or three ways of doing it. Instead of having to search through menus or toolbars to find what I'm looking for, I can quickly use a keyboard shortcut or right-click menu to get me there. SO much more convenient than SalesForce or SugarCRM where everything is move your mouse back to the menu, hover over something, click something that pops up, hover over something else, etc. I can get stuff done FAST in Act! We have also added some automation to our Act! through some third-party addons which has done wonders for making sure we enter information in the same way each time so that we can report on it and find it later. Act! has a ton of addons which are definitely worth checking out.

When I first got Act!, some of my older machines were really slow using it. Upgrading older workstations solved that problem, though. The web interface is also a mixed bag - it looks almost exactly like the Windows version. That makes learning the web interface easy, but some stuff could be changed to be more web browser friendly.

We were just using Outlook to keep track of everything we could. When it came time to share information about a customer, it basically meant we were forwarding email chains to each other. Act! solves all that by allowing us to just go to the record in the database and see the same thing as anyone else on the team. We can also keep track of phone calls in a much better way instead of just using the Notes in Outlook. We still use Outlook, but just for email.