Act! Reviews & Product Details

integrations with Zapier, the ability to send text messages straight from the computer

the bugs that are often present with new releases.

the ability to get in touch with the right clients quickly. Such as sending a survey like this one to the correct people but not the wrong people ie ACC's.

ACT is a great data base to house all our customers information. At the touch of a button I can easily create a mailing list for current active customers. Act is a CRM must have!!!

You have to pay extra for customer support. For a small company like mine there are a lot of added features we don't necessarily need but because the amount of contacts we have is high we have to use the Pro version of ACT!

I don't have to give my employees access to my QuickBooks to access customer information, that is well worth every penny I pay for the program right there. You can utilize ACT as little or as much as you like, so if you don't need the marketing aspect you don't pay for it. Organizing customer information, making mailing lists and being able to search by field are key aspects of ACT!

I have used ACT when it was available on the large floppy discs. ACT continues to evolve and still keep its user-friendly characteristics. I have put ACT into companies with a large number of users and I maintain it on our not-for-profit systems. It has enormous flexibility so a user can utilize the characteristics that fits the needs of that company or user. Michael V. Franchell Executive Director CBBIC.org

Some time I need larger fonts in certain blocks

Costomer communications

I was referred to ACT! from another advisor. Before I purchased the software I was given a good overview of the functionality and capabilities the program offered. That way I knew that it was going to meet my requirements before I had to purchase it. I also liked the fact that I could pay for the program rather than having to pay a monthly rental. It was Canadian friendly ie: Postal Code vs Zip Code. Easy to keep organized with Activity Series and daily To Dos! I love the Emarketing capabilities for sending out Newsletters, Monthly Tips and Birthday Wishes!

I ask another advisor in the office if there was any thing that they just liked and the comment was “No, I love the program!” In the history on what type of an activity it is I would like a drop-down menu to make the titles that I would prefer

Being able to know where I’m at in the sales cycle.

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.

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.

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.

The knowledge these techs have to be able to solve my issues fast is incredible.

The wait on hold before getting connected to tech support.

I am new to ACT! so I had set up issues. But all have been solved with the help of the techs.

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.