Unclaimed: Are are working at Act! ?
Act! is one of the pioneer brands in its space that evolved into a customer relationship management platform, and cloud-app with a browser-based front end. It offers an integrated email marketing platform that is ideal for small to mid-sized companies. The software also has an easy-to-use dashboard designer with a good marketing automation workflow builder.
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| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone, On-Premise Linux |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Act! with other popular tools in the same category.
I do QA for a commercial cleaning company and we use act to veiw customer accounts and potential clients info and it is wonderful
It can be a little slow and if you dont know what you are doing it can be confusing
No problems. The benefits are we can share information very quickly within the office as well as other companies
Easy to enter fields and update client information. Reports available to run were useful and helped our practice stay up to date.
To truly customize our template/layout for fields, it was expensive to hire a consultant to create what we needed. But once created it was great to use.
We were able to program fields to be autofilled into forms and expedited new account openings and signature pages for our clients
Easy to use with a nice productive interface. Easily add/update contacts on the fly. Automatically attach emails, notes, documents with a click of a button.
This is a very unstable application. In all my years, I've never seen an application with so many varying errors.
Contact management. My department can easily keep up with contacts by looking at previous notes from other colleagues.
I have used Act for more than 16 years in my business and could not do without it. We have customised the programme to suit our business perfectly. The updates are always very useful and the customer service and technical help you can get if you need it is second to done. I could not imagine running my business without the assistance of Act.
There is nothing to dislike about the product
Organisation of sales calls at a time that reaps the most benefit for the client and most importantly our business
Customer & technical Services are great. Spoke to technical Support few times over past few months.I believe it was Chennai Center. Very courteous and professional services.
Frequent updates takes lots of time for business people like us. At times updates are complicated and need support of Tech support which results in time delays.
My work is spread vast over activities and people. ACT allows me to customize each different work area and add necessary data components and field to fit the needs
Program is easy to use. I like the quick search!
Slow if too many contacts uploaded. Tried to merge with outlook and system crashed.
Database
It has darn near every type of field available, action built-in and follow-up type of alert you could possibly think of. You can custom create more fields, run reports on all fields even those you created, you can customize the view and layout that every user in your organization will see, or create one for different departments that displays the fields they use the most. My accounting team loves me for this, as I created custom views for them that shows the customer information pertaining to their department. The backup routine is super useful and it works! You can setup what days, time and destinations to backup to, including network shares that are attached via iSCSI, local drive, external drive, or setup a routine to backup and copy it offsite. De-duplication tools are really useful and it integrates with email clients to record emails automatically that it matches to profiles inside your ACT! As it uses SQL databases, you can offload this to another server to speed up the processes and to grow the database to whatever size you require.
It is huge. It is a mega-huge program and takes a long time to load. In today's world, we want speed and only load up the useful things pertinent to my job. I do not need it loading 10 thousand other things that I'll never use. Making it more customizable to remove all the excess items that are great, but I'll never use in my company, would make it less 'heavy' and much quicker to load. Only compatible with Windows. It locks up a lot when running huge reports.
Securely storing client data. It servers as our CRM and as it is a secure database residing on SQL, it can be expanded to meet your needs. It also helps to track email responses to customers by automatically recording the emails inside the database.
ACT gives you the ability to keep up with an unlimited number of people and still treat everyone as a special customer/supplier/person, etc. Once you learn how to use it, which does not take very long, you can use as much or as little as you need to get your particular job done and done right! It has very strong search tools, and it is much better than Outlook in keeping up with meetings, calls, and to-do's. As you become more familiar with ACT, you will be able to use more robust features, and you can start customizing ACT to better fit your needs. But you don;t have to; that's the great thing about ACT. Start with the basics and learn as you go. You will love it, even after 25 years of using it like me.
Although ACT is easy to learn, there is so much stuff in it, that it sometimes slows you down in getting through menus, actions, etc.
Keeping up with lots of people at the same time. It makes me more productive and allows me through customization to have the information on each person to make them feel special.
I have used ACT! since version 1. I like the flexibility to search by nearly any aspect the the database. The tracking of sales contacts and incorporated tools. Customer service is good and the user groups plus knowledge base is also very helpful
The interface with other applications is sometime delayed in development. (4 to 6 months sometimes) My personnel inability to utilize many sales related facets of the robust application
Act currently holds 14,000 contacts accumulated over 25 years. We are in a unique services area where the once every 5 years requirement of special services requires the ability to search for the service provider of 5 to 10 years ago. ACT helps me accomplish this search.
I like the program because its easy to look up contacts, schedule future calls, appointments, daily reports and deals in the works.
I have had difficulty sync desktop and laptop. If you call Tech support they want to charge you too much to help
I keep track of all potential customers and can quickly run reports even if I haven't talk to prospect in years by coding some of the user fields.