Act! Reviews & Product Details

One place to keep track of all your contacts, send emails, letters, campaigns, notes, tasks, organized, easy and never lost data.

Not the easiest to customize, but nothing is life is easy.

All the issues I have had with ACT have been resolved with the technical team.

WHAT CAN I FIND BY COMPANY, BY CONTACT, BY STATE OR COUNTRY BY E MAIL WHO I'M LOOKING FOR

AS I HAVE MANY PENDING CALLS SOMETIMES I AM DIFFICULT TO CHANGE QUICKLY FROM ONE CONTACT TO ANOTHER OR SOMETIMES LIKE THAT IT WORKS

I HAVE A LOT OF ORDER IN MY WORK AND IT IS VERY EASY TO FIND THE CUSTOMER I AM LOOKING FOR AND WITH THIS I MAKE MY WORK FASTER. MY PROBLEM IS THAT SOMETIMES A LITTLE BUT I HAVE TO CLOSE AND OPEN AGAIN. I WOULD LIKE THAT THE SAME PROGRAM WILL ELIMINATE THE CALLS, CLIENTS OR DUTIES APPLIED AND I DON'T KNOW HOW TO CARRY OUT THIS LAST STEP

Flexible organization of all my contact history and ease of access Also, immediate and excellent tech support whenever I call

Difficult to customize layout of the screen I use most often

I can group and organize all my contacts regarding genealogy; notes; attachments.

I like it that you have to take action on all tasks and to do's you can reschedule if needed and delete them but then you just kidding yourself

I don't really dislike anything however getting to grips with some of the new features when adding them can be a bit time consuming

Act ensures that any enquires and actions required are done when required

ACT! is user friendly, robust, easily handles data and manipulation and helps keep me in close contact with my client base. Have used it for years, since the training was on cassette tape, and rarely had any problems with the software or updates.

The e-mail interface occasionally goes down but closing and rebooting the computer have corrected it. Just inconvenient but doesn't happen often. With the change of ownership, the customer service level has changed which has occasionally been frustrating.

Reminders help keep me organized and make sure I follow up with my client base. Easy to do e-mail blasts to my customers or create spreadsheets with selected contacts. Am able to put my database on an iPad device so that I have it when attending trade shows and events so I can easily recall the last interaction with my clients. It's a great piece of software and well-supported over the years.

We are a small business using ACT. We like the ease of use and the way it works with our email system to record email interactions with our customers. Customization is easy to do and lets you tailor ACT to your specific business requirements. I definitely recommend ACT to any business looking to get ahead.

Setting everything up by yourself would be difficult. I would highly recommend hiring an ACT certified consultant to keep you ahead of anything new and help move through any technical difficulties. I would like some more features added to the new ACT E-marketing, SwiftPage used to have a survey feature that is no longer available with ACT E-marketing. Bring it back. ACT needs management to be good and effective. Having an in-house ACT manager will make ACT more effective and easier to use. I always say that ACT is only as good as the information that is inputted. You need complete buy in from your team.

We are keeping track of customers making it easy for everyone in the office to be on the same page in terms of where a customer is at. ACT E-marketing makes it easy to keep customers informed of what is new at Cameron Instruments. We can keep track of our sales team by using the opportunities, they can keep track of sales and where they are at for the month. They can easily track long-term opportunities.

We can all deal with a multitude of issues but not at exactly the same time. ACT keeps everything teed up for action at a time when that action is actually "timely". No forgetting and no regrets.

I mostly dislike my limited personal time to learn all of the features of ACT. It is so much more capable than I am.

No forgets and no regrets!

ACT! allows me to create templates for frequent activities and then merge my contacts using Word or Outlook. This is a huge time saver precluding me from having to retype or cut and paste. The opportunities allow me to track sales and insight in the sales process.

Not having ACT! Create invoices with unique invoice numbers.

Keeping track of customers. Being able to access documentation of past transactions and receive insights in how to best serve our clients now and in the future.

The ease of setting up the database and the ability to query for needed information.

Although our organization does not use a lot of what Act! offers, since we just use it for a membership database, I have not found anything that I dislike.

We are able to maintain an accurate membership database. It is easy to query for information, such as expired members to send renewal notices to or new/renewed members to send new membership cards to. We also Act! to come up with our mail or email lists to send out our quarterly journal and weekly e-newsletter.

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.