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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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 |
I have used ACT since it began and it only improved. It is the easiest to use and can had customization for searches. I am not using version 20 and it is a real tool in developing business and creating relationships. Best CRM program.
The database configuration can be testy.
It is a log of activity and helps me remember important information I can search and sort.
I can use ACT as a simple contact management tool, looking up basic info. Or I can utilize more and more features as I need/learn them. I am now a "power" user and look forward to adding even more handy tools like event management. I have the desktop version.
The online version did not "play well" with my Windows 7 PC and I was never able to access it online from laptop (also Windows 7) and phone (a Blackberry).
Capturing emails for each client, making notes on the fly while on the phone, scheduling follow-up. I love Groups! I look forward to using email marketing in the near future.
The ACT! program, while being a very comprehensive and powerful database, is the primary resource I use for scheduling and record keeping. The interface with OUTLOOK is seamless and saves time and effort in setting meetings, calls and appointments. I use it for documenting my interactions with clients and have used it for legal back-up since 1995. The program is simply the Master of My Day - I do what it tells me to do!
Formating the contact screen layout is a very involved, time consuming and complicated process. If it were more user friendly, the customizing of the programs personal utility for me would be easier and I would use it more effectively. The complexity is more cumbersome than it should be.
The business benefits that I reap from using the program have varied through the last twenty years I have used it. I have had several job descriptions over that period of time and the impact of the ACT! program has differed slightly between each one. Generally speaking, it is the time management aspect that I consistently benefit from. Other similar programs are not as easily applied to what I do.
The fact that I was able to create my own letters and/or campaigns to send to my clients and prospects. Plus the fact that I knew exactly when to send things out using the calendar on a daily basis. I also liked the fact that the program was able to integrate all my e-mails to my contacts and that I am able to save any attachments in the contact's history. That way I didn't need to "search" in any other are of my computer files.
Although I don't use the on-line version that often, I find it doesn't really have everything thing available to me at the click of a key stroke. I am also finding it a little more confusing now that I'm using is as an Administrator to 2 of my associates. I can't seem to separate my contacts from my associates' when I create a lookup from the calendar. I'm also not so sure each associate does NOT see what the other has or what I have as "private".
The biggest benefit I see is that I can keep each email and attachment with each contact. Once I get to know how to work as an Administrator to my 2 associates, it will benefit all of us in keeping in contact with one another and knowing that they are keeping up with their work.
I love the layout /coloring/ ease of use . I like that it allows me to use numerous queries and search methods to find tiny bits of information on my customers /clients. Its also customizable to your specific company needs.
I feel as if the platform could run faster if there were more updates to the program. I think it is built for smaller less complex companies but it has done us well so far and I look forward to its evolution.
Runs slower the larger the company.
It syncs all my contacts with my iPhone and reminders come up automatically 30 minutes in advance - Never miss an appointment!
It runs a little slow with selection contacts from a task list
Keeping track of clients and potentional clients and timing to call or reach out again.
Makes my life easy to stay in touch with my customers. I have been using ACT since the 1980s over that time they are always making it better to stay current or better than other CRM systems.
If I have a complaint is that it takes longer to talk to their support department than I like! Now that being said once you talk to the support person they are very knowledgeable and professional and have always helped me with any of my questions.
With over 9000 contacts in my ACT data base the features of the system and the interfacing of Outlook help me stay current with all all my customers and the projects that i"m working on ! Standard form letters and emails out make my also help with customer management..
Technical Support is always available to help you with any problems you have and to teach you how to use all the new features that ACT has.
When we updated to Windows 10 ACT has a few issues but they fixed everything within a couple of days.
Email issues Synchronizing data base
ALL my information about each client is in one easily accessed location. I can segment by industry, area of the country, past programs, budget, etc. And, I can send an e-newsletter to 3,000 quickly and efficiently.
I am honestly completely satisfied - and have been since the mid-90's when I first chose ACT! as my contact management program.
Being a professional speaker who has spoken throughout the U.S. and 17 foreign countries, I have A LOT of clients and A LOT of information about the needs of each. It is imperative that I answer their questions as imy seminars relate to their needs rather than a generic response. Having my client's complete record at my fingertips , even when I receive an unexpected phone call, allows me to help clients in a timely manner and show them that I genuinely care about them and their goals.
ease of use, customisable fields dropdowns layouts etc
when using the cloud version there is a lag depending on your internet speed. I would prefer to use Act! in the cloud but because of the internet lag I cannot
Keeping track of purchases time orders are open and order tracking in general
Act does everything I need in one program. When I needed help the customer service team has been a great help whenever I needed them. I can access the information anywhere.
I have not found anything I dislike with Act yet.
Keeping track of leads and customer information.
We have used Act! since the DOS version to maintain the student records for our nontraditional Seminary. From consultations to maintaining student records and transcripts, it does a great job!
Sometimes MS SQL and Windows are a little touchy. Nothing that cannot be overcome by restarting the MSSQL under "Services.exe"
Maintaining student records and CRM for our student body. Saves us thousands on specialized software designed for academic records.
The ability to search different sections of act.
Act tends to shut down a lot when you are in the middle of things.
Act helps me produce great prospects to call and get appointments set up.
Been using Act for over 20 years every day Manages clients, prospects, and others Email and fax them any time in seconds. Currently using Act 13
I do not like paying for tech support, but who does
Customer contact and control Have over 125,000 people in my db
I like the steady unrelenting professional assisting me, ever so patient and focused on getting what needed done, with no evidence of impatience or pressure to terminate the call before all problems were fixed to my full satisfaction. The best technical assistance I have ever experienced online before.
I don't like the complexity of the database
My database was very out of sync and needed updating on my computers
Simplicity of the Act!'s program to evaluate and use your own method of programing and setting up your own database to evaluate and follow up with your contacts
Program malfunctions not being addressed properly when information has been sent to Acts! to reevaluate and add other benefits that would help their software be more effective.
Communication >Income Dollars
The service has improved significantly, fast response time, pleasant people. I'm going to call right after this survey just to chat with customer service.
I don't spend more time learning how to more effectively use ACT.
Sometimes there are issues with the syncing between our ACT and Microsoft Outlook.
Professionalism and experienced technical support. Willingness to help with no impatience. I always can depend on the Technician being very knowledgeable and easy to deal with. My problem is always resolved with as little effort on my part as possible. I use Act for all my databases and emails. I truly believe it to be the best program for business needs.
I had to purchase another support contract because the one I bought in 2017 had just expired. I paid for a year's support and only used it once. I was on hold for the sales department for a long time and an even longer hold for the technician. He had me download a remote program so that he could access my computer and that took longer than I expected. I am very satisfied with the results but i don't like having to pay and then not need it but the one time.
SQL disables after any Windows 10 upgrade. The benefit is knowing the ACT technician will get it corrected.
ACT is a fantastic CRM - but the customer service is even better. If I need help with ACT, all I have to do is call and ask. Someone is usually on the phone with me within a few minutes and quickly answers my questions. No software is perfect, but it's nice to know a HUMAN in there to help me.
Of course it would be nice to talk to someone without a heavy Indian accent, but my most recent interaction was fantastic and I could easily understand the technician helping me.
Tracking prospects and managing my calendar. Benefit is not having to worry about missing a contact and being able to manage my pipeline at the touch of a button.
It is a great time saver for organizing information, sending letters etc Map lookup
Not too much. A lot of improvements have been made. I would like to see some weekend support hours.. I've reported several problems and they have been corrected
E-mail bulk mailing, Letters, contracts, phone # lookup is great. Elimination of paper & notes.