Act! Reviews & Product Details

I love that the program is so easy to use. I can train a new staff member on how to use it very quickly. We've used Act! to run every part of our business since 2004.

I would like to see a native MAC OSX version. But, my employees can still use Act! on a MAC OSX machine via Act! for Web or via Parallels.

Track sales pipeline. Follow up and follow through with support after point of sale. We also use Act! E-marketing to send out our monthly newsletter.

I use Act! on a daily basis. We use this in our office to coordinate our schedule. Track our sales funnel and cycle. We can keep all of the interactions with our prospects and customers in one place so that anybody can access them at any time. This makes working with our team much more streamlined and definitely helps with making sure nothing gets missed.

Needs some better compatibility with for the web client. (Chrome, FireFox) and needs to fix the DPI issues for higher resolution screens.

Sales tracking and keeping track of my upcoming events. It also helps me when trying to recall what i discussed with a prospect in the past if it has been a while.

I like the fact that all records and appointments are available under each corresponding contact as well as each company. There are many different features that work cohesively in this environment that are just what we need.

The only thing I don't like is that with this version I am unable to delete duplicate records without being the "main person". When I make a mistake in adding something incorrectly, I'd like the option to rectify that.

This has helped keep our sales team informed of who is handling what accounts. There is no confusion regarding what accounts are being actively pursued and what accounts need attention. The reporting feature is also very useful allowing as many different values as you'd like to pull.

I have used ACT since version 3.0 and every update brings better and more functionality in the product. It is the tool to do business in the 21st century. Much more user friendly than other products on the market and it integrates with all the other great tools available. Especially the integration with social networks is great, so you follow your contacts and explore new opportunities.

There is really nothing I dislike about this product, probably because I have been using it for a long time it is like an old friend, hard to find any faults.

My use of the product is for contracting purpose, i.e. similar to sales, as you have to make cold calls, follow up and stay on top of your activities. Love this product, it does exactly what I need it to do. The task pop-ups are my favorite, I never forget to follow up with contacts. ALso the automatic integration with outlook is wonderful, plus the dynamic groups is perfect for my needs.

Simplicity for small business management of sales contacts. Managing follow up activities was user friendly. Used this CRM tool at my former company. Perfect for group of 1-5 users.

Limitations on report generation

Not provided

Using Act is easy and their support is pretty amazing and helpful. They were able to help me recover old Act database of an old version which helped us a lot. Their video tutorials are very nice and guide your through the app to understand everything even if you are not familiar with CRM systems.

It's a bit pricy when you compare it to some other competitors and you have to pay for each device has the system so you can work in parallel with your colleagues.

Makes you handle a big amount of data, send bulk emails easily and professionally and to presonlise them to an extent.

Act can be customized with your own labels and categories. You can make it unique to your business and keep track of what you think is important. I'm an insurance broker and I can input all the vital policy information in with each customer.

I have a MAC so there is no software to download making sending out letters directly from act not possible. They really need to come out with software that is Mac friendly! I use the online version only and it works great but it could be better.

I'm able to keep track of all my active clients when their birthdays are so I can mail them a card and one glance and I know what carrier they have, what type a policy they are enrolled in and whether or not I've been paid commissions for their policy yet.

The ability to send personalized mass emails and letters.

It can be slow and a little glitchy. When I create letters or emails for merges I have to create it as the admin (log in as admin) and then to use it, I have to log out and log back in as a regular user. I wish it integrated better with Outlook. I know it can and I have it set up but it does not work and I do not know why.

It gives me the ability to categories my clients and prospects in groups and then send them specific communications that are personalized. I can send 500 communications in a day and it looks like I sent a personalized email to every one of them.

Customer contact information and record keeping.

Haven't found the mobile app to be very useful

managing customer lease expiry dates

Solid, simple to use, inexpensive, and customizable. The customizable screens and data is the greatest asset

I dislike that ACT is only available online on the cloud. I wish I could open other windows of ACT. Who knows maybe the cloud. I have so many POC that it would be prohibitive to have on the cloud

Act is is my CRM software. Once again it is easy to record data, make changes, customize and I like that it save work on screen automatically