Act!

Avantages

To use as a true CRM to manage my relationship with my clients.

Inconvénients

Problems with the integration with Microsoft

Avantages

I have been using ACT since early 1990's and is still my "Go To" for contact management.

Inconvénients

I wish the iPhone app would interact with the native app and not have to use a 3rd party interface.

Avantages

It literally runs all aspects of my life seamlessly.
The recent upgrade was assisted by your technician, [sensitive content hidden]. I have been resisting an upgrade for years (I think I was on 20 because I was concerned of a failure during the process. He was outstanding and to sum up my impression of him in succinctly:
very Patient, very intelligent and very knowledgeable

Inconvénients

Nothing

Avantages

Easy to use for my purposes. I only use it to store contacts and create history files

Inconvénients

I have had many cases where the remote database would stop working with the cloud. Always fixed by ACT, but frustrating. Also, I repeatedly have situations where ACT hangs, and often I have to close it out and start again. This has probably happened over 50 times. When I call ACT for support, it gets resolved, but I never get a good answer why it is doing this.

Avantages

Ease of use and we have used it since 2006 when we had 38 employees

Inconvénients

getting use to the cloud version since we were on the 2013 on our server

Avantages

The ability to bespoke the database fields and desgn layout with its Marketing Autonation module.

Inconvénients

Its use of SQL server software which can be very tempramental

Avantages

Has some good capabilities in CRM and email marketing

Inconvénients

Its a little clunky the interface and could do with some redesign to make it more streamlined and user friendly

Avantages

I've been using Act for many years and the ease of use and synchronizing to Outlook makes it a very convenient tool for managing customer databases.

Inconvénients

Act tends to be behind in keeping up with being compatible with new releases of Windows and Windows-related programs.

Avantages

Ease of looking up customers by company name

Inconvénients

Had no issues with using the Act database so really nothing bad to say

Avantages

It organizes my contacts and the notes updates me quickly to what's happening with that account. Documents for each customer are also at my fingertips.

Inconvénients

It takes too long to load. I have to open it first at the beginning of my day so nothing else interferes with the time to load. (I just updated it with your customer service and it still takes longer than I'd like, FYI).

Avantages

We can adapt the layout to our needs and the support from [sensitive content hidden] is absolutely fantastic, even if it is a small query. It works well with our records with dates etc and getting the reports we require is perfect

Inconvénients

There are no cons as we have adapted the system to suit our needs with the help of [sensitive content hidden]

Avantages

What's not to like First of all Client set up is a breeze! Once entered all notes are time dated. To email your client their is an Icon click on it and it automatically opens up Outlook and fills out the email address. Send and email and it keeps a copy of the email you sent to them and or received from them time dated. It allows you to set have set groups of which you can email everyone in that group. For instance maybe you have people who use tank cars, people may use box cars or need certain products you can have send a blast just to those people with a simple click on the group or groups. Want to see the locations a client there is an ico click on that a google maps opens and you can do a satellite view. Suffice it to say it does everything but wash the dishes.

Inconvénients

Nothing! The survey is asking for a min of 40 words to describe what I don't like ok its not free!

Avantages

All in one affordable solution for a CRM with AMA.

Inconvénients

APC does not have all the functionality of the Desktop version. Therefore we have RDB's and sync so that we have the extra functionality. Often times the ACT servers are too busy for us to sync successfully during the day. We have to wait until after hours to sync.

Avantages

We have been using ACT for 19+ years. To make the switch to the cloud version just seemed logical. It has the basics features that we need and was simple to transfer over to the client.

Inconvénients

ACT does not have all the bells and whistles that we would like such as power dialers and automatic reporting.

Alternatives envisagées 

Pipedrive et Salesforce Sales Cloud

Pourquoi choisir Act! 

The software support was no longer available.

Logiciel antérieur 

ActiveCampaign

Pourquoi passer à Act!

The ease of moving from a CRM company that we have used for years.

Avantages

I have been using ACT since 1995. It has been a central part of my business. Act allows one to keep the essential data on contacts and has easy many methods for looking up customers or information that might be elusive when one has several thousand contacts..

Inconvénients

Over the years updates were often sketchy. Today those issues have been solved.

Avantages

I used ACT! for nearly 20 years in my previous role and when I went freelance I really missed it but thought it was not affordable. I am now so busy I really needed to get organised and I was pleasantly surprised at how affordable it actually is. It only really needs to save me one hour a month to give me more than return on investment - and it did that on day 1!

Inconvénients

I made a silly error uploading and couldn't figure out how to undo so I shall be calling on the onboarding team for help.

Avantages

I love how simple it is to get started with this program. It is a great database for the business that has NEVER used one. It keeps all my information, notes, contact information and documents all in one place. I have used it in three business that previously had nothing but spreadsheets.

Inconvénients

The program does so much, that someone is not technologically savvy has trouble using all the features. I think more people would be willing to "give it a "try" if tech support was free.

Avantages

Act! keeps me organized, despite all of the people I work with each day. It helps me keep track of all the quotes, orders and to-dos so I don’t miss important deadlines.

Inconvénients

I really don’t have any. Honestly if I did not have Act!, I would not be able to stay on top of all the activity going on in my daily workload. I would end up losing contacts as well as missing many of my customer needs.

Avantages

I have been an ACT user for over 30 years. It has evovled with my business. I think I used to snyc it with my Palm Pilot! Today I continue to appreciate how it keeps the info on my precious clients. I am also very appreciative of the top-notch screen sharing technical support I get so quickly .

Inconvénients

I wish I had the time to learn to use more features.

Avantages

ACT! is working hard to make itself my highly valued CRM/Partner. Frequent functionality upgrades and increased reliability. Excellent technical assistance.
Expanded training videos and knowledge database. Act CRM is well integrated with Marketing Automation. It is not an add-on, but is central to and easy to use.

Inconvénients

I have used ACT! for a long time. For much of the time, I was intimidated by its complications. Weak training did not help. A steep learning curve also required that I learn by trial and error. Much time was wasted learning to use ACT!'s power. ACT! 's muscle was hidden by requiring that I learn on my own instead of having good training.
ACT! would benefit from seeking out suggestions from users as to improvements in training. Some of these stunning features took forever to learn on my own.

Avantages

The information that is logged, the communication history is vital!
ACT is the best product I've ever used and I've been using it for 12 years!

Inconvénients

Nothing and I mean nothing!!!!
The system has never let me down but I have to admit, you only get what you as the user input in!!!!

Avantages

Easy and simplicity of use that we've customised for our business.

Inconvénients

We possibly aren't maximising the use of our solution, but it does a great job for what we ant out of it.

Avantages

keeps track of all communication, from emails to sms and phone calls

Inconvénients

nothing, everything performs as expected.

Avantages

It has a lot of CRM features at a reasonable price.

Inconvénients

There's no integration between it, and Google Contacts, or the integration is not comprehensive...

Avantages

ACT works well and the customer service is excellent. The tech support is great as well

Inconvénients

Hard to understand the tech support but he got my problem solved

Avantages

Very easy to customize, with lots of add-ons and a decent price.

Inconvénients

they are not too quick to respond to the other companies developments

Avantages

Easy access to several functions and reference information access.

Inconvénients

In the past it was poor support because of long delays in answering and sometimes not able to understand the support person.

Avantages

I have used several versions of Act for years now. I like the easy conversions of making excel spreadsheets to share data.

Inconvénients

The Cons go back to the very early versions.

Avantages

Keeps everthing in one place for my business.

Inconvénients

Can be a little slow and drags on my computers resources

Avantages

We have been using Act Desktop for years. We recently converted to the online program to allow for easy coordination between partners. I was able to instruct an 80 year old man-set in his ways- how to use the new version within 30 minutes with very few questions. That in itself is worth the price!

Inconvénients

So far, I haven’t seen anything that I don’t like.

Avantages

I have been using ACT for over 30 years, it is easy to use, comprehensive, works great either on my PC or with the Cloud. ACT's customer support is the best I have ever used.

Inconvénients

Actually, nothing!

Avantages

Act's is a powerful organization tool. For example, one can talk to an individual on the telephone, hang-up, record in ACT a brief of the discussion, than later (on a defined date) talk to that individual again.

Inconvénients

If your ACT goes down, you're now very likely in a quite difficult situation.

Avantages

Main features are easy to use such as adding companies and contacts. Lots of training videos available.

Inconvénients

Some features feel a bit clunky but this could be a system issue rather than the software itself.

Alternatives envisagées 

HubSpot Marketing Hub, Zoho CRM, HubSpot Sales Hub et HubSpot CRM

Pourquoi passer à Act!

Price - Most of the alternative products out there have multiple subscription fees for different teams, Act was a universal CRM and for a small business this is just what we need. Act was also a more cost effective product.

Avantages

The act database is one area to keep all files and information. It is tied to Outlook and saves all emails under contact as well.

Inconvénients

That you have to pay for each feature that you might want to use.

Avantages

I like the different sorting options. The mail merge is also a good tool for us.

Inconvénients

The synchronization feature does not work after 2:30 pm for us.

Avantages

always outstanding customer support. ALWAYS

Inconvénients

nothing. Everything is awesome and nothing I like "least" about ACT

Avantages

very easy to use the sales and support staff are great based locally

Inconvénients

no features in ACT! that are not liked all very well though out

Avantages

We have used the system for year and it is a fantastic way to manage our customer database. You can keep things very simple or you can integrate the system to run your complete business.

Inconvénients

The initial setup modifying the fields can be a little confusing at first but once you get into a rhythm it doesn't take too long.

Avantages

It is easy to understand and use. You can add fields on any screen and it's user friendly.

Inconvénients

Integration with exchange is unreliable. Support is spotty at best.

Avantages

Act is great, the customer service at ACT! is even better.

Inconvénients

Some of the reports cannot be done on site. But always contact ACT! and they sort it for me.

Avantages

the customer support services from [sensitive content hidden] Senior Act! Account Executive has been outstanding!

Inconvénients

Its not the best service on the market but is sufficient for what we need.

Avantages

One stop location for all necessary client details and records

Inconvénients

I don't use it to it's full capability. My problem, not theprogram

Avantages

ACT keeps my D-Base and does so very well.

Inconvénients

I have trouble using much beyond basic features.

Avantages

I have all of my contacts and call notes in one organized location

Inconvénients

So far, I have no negative comments to make regarding the act program

Avantages

comfortable to use. dependable and accurate

Inconvénients

unable to transfer history to another database

Avantages

n/a.

Inconvénients

the format design seems to have been taken away from a salesperson and given to a techie. The history now can be tricky to follow. It used to be very straight forward with corresponding dates/times per entry. No lomger the case you can have multiple entries per date so not accurate any more. also changing date for mat for future task was much easier, now you have to scroll through to get to a date. Painful, again a techie must have taken over design role, a sales guy would keep in nimple.

Avantages

As a result of my virtual illiteracy, I like being to make a call & have a competent, knowledgeable tech FIX my issues

Inconvénients

The updates are a PIA

luckily the staff compensates for my lack of computer savvy

Avantages

Able to keep all customer information in one place & do emails to specific customers.

Inconvénients

Sometimes it glitches and had no support from until recently.

Avantages

Online features make it easy to access data.

Inconvénients

The UI could have some significant improvements. Immediate suggestions for the online version would be:

- Include keyboard shortcuts
- Ability to clear the search function with the click of a button
- Improve layout editing more user friendly

Avantages

Custom design and perfect for me. Love how easy it is to use.

Inconvénients

Nothing. Exceeds my needs and highly recommend it.