Who Uses This Software?

For SMBs who want to grow, Act! is a CRM & marketing automation software that enables growth. Unlike other offerings, Act! is the only proven platform that is a perfect fit for your business.


Average Ratings

465 Reviews

  • 3.5 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Swiftpage
  • www.swiftpage.com
  • Founded 1987
  • United States

About Act!

Act! makes it easy for small businesses to grow, delivering proven CRM and powerful Marketing Automation. The Act! portfolio also includes Act! 365, purpose-built for Microsoft Office 365 users, delivering essential sales and marketing tools for $10/mo. For over 30 years, Act! has been a pioneer in the small business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.


Act! Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts

Act! Reviews Recently Reviewed!


How act is helping me working at 74 as a sales man

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Without ACT I could not compete as well as I do in the sales world for it is changing every day. I need ACT to help track my customers my orders my RFQ's and so many other things without it I wouldn't have a job today. I see so many salespeople who won't invest in ACT who sales numbers could be so much better I tell them about ACT but they don't seem to want to invest in their future and their future sales that could be so much better.

Cons: I cannot find one thing wrong with ACT I have been using it approximately 20 years and never had a problem I cannot say this about other database programs I have had to use when I worked for other companies. Some of them were super complicated took hours of work just to get your data in whereas using ACT it was a breeze putting data in and saving data of all kinds.

Overall: I have been using ACT's since 1999 and this year I turned 74 and I'm still selling with the very best of them. I sell power supplies to industry and without ACT there is no way I could compete in the world of sales today without ACT, I put everything and anything that helps me sell more in a very competitive field including emails, quotes, power supply spec, and notes. I see so many people who will not invest in this program or database if they did their sales would be much higher nobody can remember everything but ACT does. In all the years I have used at never a problem of any kind I do keep it on three computers as the backup just in case there's a crash of one of my computers. I backup my database 2 to 3 times a week making sure I have everything when I need it. The thing I like most about ACT when I go to sales meetings I have all my information right in front of me on my laptop and so many people don't. So when I am questioned about any customer I can look in my notes and have the answers I need, without ACT my sales numbers would be much lower.

Thanks ACT

Recommendations to other buyers: I would like to see more salesman investing in ACT to help their sales grow and become the much better salesman, yes a good database like ACT can help your sales skyrocket if only they would use it.

I may be prejudiced but I love this product

Oct 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have used Act personally and for my business almost since its inception. Full disclosure: I have written 7 books on the product as well as the training videos for lynda.com/LinkedIn. I also do consulting work for several other CRM products and wrote a book on SugarCRM. For the money, you can't beat Act. Act has all the power of the "bigger" players without the expensive price point. As newer features are added the existing ones remain relatively stable so that an existing user can upgrade without being hit by a huge learning curve. That said, new users of ANY software product, and specifically CRM software, need to realize that training is essential if they want to unleash the full power of Act. And, like with any other software, support and training is not free - especially if your Act version is several years old. Try calling Microsoft the next time you need help with a spreadsheet or can't get Outlook to send your email and you will see exactly what I mean. However, all Act Premium subscriptions do include free technical support. I urge readers to take some of the reviews with a grain of salt. For example, Act is absolutely the easiest product out there when it comes to a mail merge. Try doing this in Salesforce and compare the number of keystrokes it takes to complete a merge. Another reviewer complains that you can't merge to over "50 contacts;" that restriction is meant to keep you spam-compliant and can easily be overcome by using the built in Act E-marketing Tool. Another reviewer complained that it took "days" to download the software; again, this is simply not the norm and one has to wonder what kind of security settings might have been blocking the ability to download software.

Pros: Perfect fit for mid-sized businesses. Great price point. Only truly hybrid solution that allows you to use Act both on your desktop and in a hosted environment.

Act! Essentials is a perfect and affordable CRM software for SME's!

Aug 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - affordable

- easy to use

- high availability

- it offers the most important functions like contact details, addresses, profile images, notes (calls, E-Mail notes, meetings)

- the next contact date can be scheduled, it is clearly visible, when you have to contact the employee the next time

Cons: - Importing and exporting may be good for English users, but for German speaking users there are limits with German umlauts.

- Exporting/printing could generally be improved e.g. to print addresses on christmas cards and letters.

- Changing to other Act! products should be simplified, data must be transferable

- it should be possible to copy contacts

- maintenance shall not affect all users globally. Doing this at night in the US means, we can not work in Europe... Plan maintenance in different time zones.

- nothing is fix, neither employees and companies are. It would be helpful to track changes. For example: When I make notes to an employee working for company X and he changes to company Y, then the notes from company X are still visible and it is not really clear, to which company the notes belong to. It thus requires proper entries in notes. Another example is, when an employee no longer works for a company, I then mark that he is working in "ex. company X", but there could be an easier way to mark changes. It is the same with address changes of companies.

Overall: I can save all relevant information about customers. Multiple employees can be grouped into companies to have them all present, when you need it. If a note is made that affects multiple employees, more employees can easily be added to the note to keep the overview. It allows me to schedule the next date I have to contact and it gives an easy overview about sales opportunities.

ACT! 19 much better than 18

Feb 01, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Organization and logic

Cons: Syncing with Outlook and Gmail can be difficult.

Overall: Have been an ACT user for over a decade. Works well, but syncing with Outlook and Gmail has been rough. Version 19 is much better, but still needs some work. It would be nice if ACT provided tech support for the first 90 days without paying all the time. Also would like to see contact photos added as it is in Outlook.

Recommendations to other buyers: Add contact photos similar to Outlook and iPhone contacts. Improve choices for syncing with Gmail calendar and Outlook. Add symbol to advise owner that the syncing with Outlook or Gmail is working correctly. I always have to check after sending emails to see if really added it to the history.

Vendor Response

by Swiftpage on February 06, 2017

Hi Fred,

Thanks for your review!

Did you know it is possible to add a photo to an Act! contact? You can edit your contact layout to include a picture field. Once this has been added, you can display any photo you like within the field.

Regarding the Outlook email history attachments, there is an icon that looks like an envelope with a red X which will display in your taskbar if there are some emails which have been sent but not attached to an Act! contact. This is intended to notify you that these histories will be missing and will give you the option of manually choosing a contact to record them to, or creating a new contact from the info provided.

If you have any further questions about Act! or are looking for advice, check out our Community Forums: https://community.act.com

- Act!

Best featured and Best value CRM for Small business

May 02, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

Comments: Firstly, I'm an Act! Certified Consultant and I sell and provide services around Act! and have done so since 2001.

Although I'm not a client, I have continually had to make an assessment about whether Act! is the right product for our prospective and existing clients.

My personal experience is that there is no single software product that is suitable for every business. If you are a big enterprise, Act! isn't the product you are going to invest in. For small business though it should be at the top of your list to review.

Act! has a greater depth and depth of functionality for the price of any CRM software in the market for the small business users. If there was something that were better I'd be inclined to be offering it to our clients. Act! has been around for nearly 30 years and the many things that you are likely to want to be able to do, Act! just does. Many of the small, simple, day to day tasks will be made easier by your use of Act!. Act! is a product that you will hear many loyal and satisfied clients say that they Love and that they can't do without. Act! is easy to use and it's highly configurable. It excels in a MS Windows environment, so if you are running a server with some desktops and laptops it's an ideal solution. It will run faster than any cloud based solution.

Act! comes with both a Windows and Web based access. You could have some using it on their desktop in the office, and others using it via the web browser. The Web version doesn't completely match the windows version for functionality, but the gap is closing. With Act! you can deploy it on your own server so you own and control your data. You can still have the advantage of a web based login but know that your database is in an environment you control. Act! has a range of excellent third party add-ons that en-rich it's functionality and with a new API in the latest 18.1 version there will be many more integrations between Act! and other web based applications.

If I were to simplfy where I see Act! in the market it would be to say it sits in the middle of the basic cloud offerings like Pipedrive, Insightly, Highrise etc. and the full blown CRM's from Saleforce, SugarCRM and Microsoft. If you are an established business that is looking for a best in class CRM to work on your MS Windows platform and still provide good mobile and web browser based access then Act! is ideal.

The Most Intuitive and Powerful Sales Tool You Can Have

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Scalability and ability to customize

Cons: None

Overall: I have used Act! from the beginning. With that, I mean from inception to today. As a sales representative, I became an expert user of Act! It served as the foundation for my success and gave me an unfair advantage over my peers. While my fellow sales reps worked harder and harder, I worked harder but smarter, winning every sales contest and breaking a few records in the process. As a Regional Sales Manager and VP of Sales, I used the science that Act! afforded me with while my competitors relied on luck. Now, as a consultant, I recommend and teach Act! as the foundation of a solid process. I have turned down consulting contracts because the client company did not and would not install Act! As a sales writer, published in such magazines as Selling Power and Life Insurance Selling, I have recommended and used Act! in dozens of articles and a few books. Act! is key to a successful sales career.

Recommendations to other buyers: You don't want to half-step with this. Sure, you can learn the basics and get by. But you need to learn to all, become an expert. Then it will make you money. Used to its full capabilities, Act! will make more money for you than your biggest account.

After user since version 2.0

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Total ease-of-use and fantastic tech support.

Cons: Since my days on the beta team, I have asked that if you highlighted a phone number overseas it would tell you the local time of day and whether that was a business day or a holiday. Tech development teams have always said that is a fantastic idea dating back to version about 2.0 but it has never been implemented.

Overall: I run an international consulting business with customers in Europe, the Caribbean, Africa, and all over English-language North America to the north of the Arctic Circle. I could not have built this 25-year business without ACT! In retirement, I am serving as a university professor. I have over 7500 contacts in my database. ΒΆ

I served on the beta team (I actually loaded version 1.0 but it was not as good as competitors) when version 2.0 came out it was hands down better than what I had been using. I have updated act every year ever since! Service is great and good but available only during business hours specific time, I only wish it was available 24*7

Capterra loader

Love the ease of use for both entering data and retrieving info

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Cons: I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

Overall: I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Great Technical Support

Nov 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: My user had an older version of ACT! that she had been using on her laptop that was not compatible with the latest version. The support team was able to take a back up of her database and upgrade it to the current version free of charge and without any hassle. Happy User=Happy IT support team.

Cons: Hard pressed to find anything that I didn't like about the software. It has been a trusted application by one of our top salespeople since the early 90's. She has maintained her database of clients and partners through several upgrades and has always been satisfied.

Overall: Allows our salesperson to keep detailed notes on phone calls and customers of over 20 years. She loves using the software and relies on it every day. She has never lost any of her data in all of the years of upgrades.

Long Term ACT! user

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Meet my needs and excellent support.

Cons: Have had problems configuring my display on Mac Pro when Windows updates my Mac running Parallels. ACT! support has always fixed the problem.

Overall: I have been using ACT! since V.6. Presently I use V.18 on the cloud and synchronize it with Companion Link on my Blackberry phone, Android tablet and Mac Pro computer with Parallels. I depend on ACT! for scheduling appointments, contacts, email, keeping track of business opportunities, etc. Several time that I needed help from tech support and have always been very pleased with the availability and quality of prompt service. It is comforting to have this important information kept secure and readily available from anywhere anytime. I highly recommend the program and am willing to answer questions from prospective users.

Recommendations to other buyers: Would be nice to have ACT! for Mac.

Love it!

Oct 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has everything we need about the installation and history of the customer.

Cons: I wish there was a way to integrate the install side to service side. It is a major pain when you are in one side and you get a phone call and you have to jump out of what you were doing to go to the other side . Plus most of the time once a system is installed they become a regular customer and you have to move all that information over to the service side. But other than that it is a great product.

Overall: I am able to find information at my fingertips when I have questions about their system. Makes my phone calls a lot quicker. I don't have to put people on hold or call them back.

Capterra loader

Excellent Software! I run my entire business on ACT!

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very simple to use and yet very powerful. It provides me with Notes and Histories and as many fields as I need to put in data about my customers and vendors. It is linked to my phone as well as my admins data. I really cannot see running my business without ACT.

Cons: really nothing to complain about. they do updates and patches to fix any issues I have ever encountered

Overall: My Experience with ACT has been great. I have spoken to support on occasion and they are very knowledgeable and supportive, and have always resolved any issues or questions I have. The one great feature of ACT is that it is on my laptop. So if I travel or the internet is down, I can still function - not so with SF.

Hooked on ACT!

Jan 10, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Notes are an essential part of this software for me that I am able to access on my smartphone

Cons: I am a visual learner and need someone to teach me how to utilize the various components of the software

Overall: I learned ACT! when working for an Hawai I real estate firm. The learning curve was challenging but well worth it.

I became so dependent on it, that when I left the job, I purchased it for my personal use on my personal computer. I do not use it for business, thus the many features do not apply to me, but I am happy to be able to sync it to my smartphone and have my info at my finger tips at all times.

Recommendations to other buyers: I wish the tech support was available on weekends. That's when I seem to run into trouble and need help.

The Best Customer Contact Source

Jan 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software remembers what you have added in and will use that information to resource similar additions to your database.

Cons: Use of this product on "The Cloud" is not as easy to use as this product without "The Cloud"

Overall: I have been using ACT! since 1990 and have watched this software grow from a reliable software program to the very best way to keep in touch with Clients/Customers to serve their needs, and keep abreast of new opportunities to grow my business. Great Resource!

Recommendations to other buyers: Unless you are all over the USA and have to utilize with other computers, don't get ACT! on "The Cloud"; it's not as fast and not as easy to use - plus some of the ways you may be used to are not available.

Offers the flexibility to set trigger actions which streamlines my day

May 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Managing my database through alerts and predetermined actions. Keeping my day organized seamlessly. I'm able to record Outlook correspondence/emails automatically into my clients history for future reference. I prefer using my desktop version however, I'm able to sync my database and access using the cloud version from my phone.

Cons: Can be a little pricey to make changes to the present template that ACT provides as this usually requires an ACT consultant to build what you want. This is assuming the current templates are not satisfactory.

I Recommend ACT to any of my clients looking for a CRM system

Jan 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use.

Cons: Nothing I can think of.

Overall: Tangent Strategies is a selling education and support company. We have used ACT for over a decade. It keeps track of every customer and prospect we have and every communication we've had with them. We schedule activities, telephone calls and meetings on ACT. ACT reminds us when it is time to reach out to our prospects again and never lets us forget the meetings we've scheduled with our customers. These reminders have been a god-send ... when we might have otherwise forgotten an important meeting during our crazy busy days. ACT is a valued member of our selling instruction and selling support team.

Recommendations to other buyers: No

have used Act for a long time and find it very helpful to track and find my contacts.

May 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money

Pros: I routinely take advantage of the edit contacts and create unique fields which help in the search function. plus I can sort contacts to post to my iPhone.

Cons: first I prefer that enhancements not change the basic format as the software is a little difficult to become confortable with but once a comfort level is mastered a change is made to improve the software and the improvement requires another learning curve. syncing Act to my iPhone and back to Act is not as smooth as I would like.

Capterra loader

Awesome integration with other apps.

May 21, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: I'm able to integrate with MS Outlook, and sync within my Ipad and Google phone. Your costumer support is awesome with it's followup and addressing and any issues I may have. Deserves more than 5 stars!

Cons: Software pricing is becoming an issue as less expensive models are out there that competes with Act. Need to consider reduction pricing for those loyal customers like myself since 2006. Needs to come up with a better less tedious way of merging contact duplicates.

I have been in love with ACT! since 1988

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fastest and most functional CRM on the market.

Cons: Took forever to get compatible with WindowsOffice365.

Overall: I remember when I received my first beta copy. I think it was on CPM or possibly PC-DOS. I have been an active user ever since. I love each and every upgrade and use both the incorporated mail merge as well as the server-based, analytics-rich, automatic-remove-request-processing, SwiftPage mail delivery services. Both serve critical functions for our international marketing services firm. Keep up the great work guys!

Recommendations to other buyers: Be sure to keep both SwiftPage and the internal standard mail merge functionality.

Great software easy to use.

May 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All the features and the ease of using them. The daily , monthly, weekly calendar help me keep completely organized. Helps me to stay in contact with my customers on time. This program also allows me to have controll of my schedule and keeps me organized.

Cons: Have had a little trouble with using the email feature but with a little practice seems to do the job.

Setting up groups was also a little challenging at first but practice makes perfect.

Overall: A great support team.

I live on ACT

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Updates give me more feature functionality. And I can easily find and add information on my contacts.

Cons: Right now I have the Premium Edition - I was unable to work off site. I plan to upgrade to the cloud edition which will allow me to work on site.

Overall: I use this daily to keep business and personal information. I use this for mailing as well as e-mail to keep in touch with my clients as well as reaching out to relative and family friends. I live on ACT. Their customer support is excellent. I have been a user since 1999.

Recommendations to other buyers: Easy to set up and use.

I am lost with ACT!

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It always saves without having to be told to save. It is so easy to add information to.

Cons: It is not easy to customize the user fields.

Overall: I work in sales and need a concise way to keep track of people I contact. ACT provides the perfect vehicle where I can keep track of notes, histories and upcoming tasks. I can also reach out to my contacts using ACT features. I find it much more robust that other contact databases. I would not be successful without ACT!

Recommendations to other buyers: If you want to increase your productivity and have an easy way to keep track of whom you have contacted, get ACT today!!

Act! is the Best!

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Fast ... features always work.... dependable.

Cons: Nothing wrong that Act isn't working on. I wish the hosted version was a little more flexible.... but that is just personal and visual wishes for me.

Overall: 1st of all Act! customer, service is off the charts great. Always so friendly and helpful. I have been using ACT! for over 20 years. We always hear of the flashy shiny new competitors on the market. I have found the Act! to do everything I wanted to do and it's ability to be programmed to do anything else we need.... That's all I need.

Recommendations to other buyers: Don't quit making it better.

We have been using ACT for our recruiting database since 2007.

May 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is fairly easy to use and customize. We have over 15,000 contacts in our database and the reporting functions allow us the manage our contacts efficiently.

Cons: The relationship between MS Office and Act requires updating about every 3 years. We are currently on our third version of ACT. Upgrading is easy though and the customer support is excellent.

Overall: We were able to design a custom database to manage both clients and candidates in a very efficient manner.

I use ACT as my main CRM system and I like the fact that it integrates fully with Microsoft Outlook

Jun 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the fact that I can buy it outright and I am not locked into a monthly plan. I also like the fact that I can tailor reports easily to meet my needs.

Cons: When I get stuck, support is almost non-existent. Purchasing the product gives installation support but after a short time, your on your own unless you purchase a support plan.

Overall: A good CRM system that does not require a monthly fee. It helps me manage and track clients, prospective clients and employees.

Great business builder!

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use.

Cons: Occasional glitches in its Behavior but for the most part, they are always resolved for your customer support.

Overall: This is a fantastic product for anybody who needs to manage multiple contacts and multiple priorities. This product is very easy to learn and is invaluable in helping anybody manage their sales and customers. Additionally, their support is fantastic and has always been very helpful anytime we have needed assistance. I highly recommend them!

Recommendations to other buyers: You have to manage multiple customers and priorities it's a great product.

Great for a small home based business

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease set up and use. Ease in creating many databases - I have one I use all the time, a personal database and one large database of ace, true value and doitbest stores that I can search for contact info. Support is great.

Cons: Sometimes the software breaks...for example I have two pc's and I sometime want act info availabe on both. Sometime the conections are not there. I call support and they fix.

Overall: Ease of use and very inexpensive

Terrific Contact Software

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to keep notes on each of my contacts. The cells for information are also very helpful.

Cons: I know that there are several features that I do not utilize and I need to find time to better learn the system.

Overall: I have been using ACT for 22 years and it is the most efficient software for me to organize my contacts. I am a commercial real estate broker and this system allows me to keep track of my clients, listings, and research. Much of my success is due to this program.

ACT as a multiple tasking CRM and more.

Jan 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Capability/Capacity

Cons: Update the templates in mail merge function. They are really old.

Overall: ACT is an outstanding CRM tool, but we use it in multiple ways to not only connect and keep connecting with our customers and prospects, but also use the mail merge function to create packing slips, invoices, and sales orders for our products. Smaller firms leverage all tools they have, and ACT is used across our platform for many multiple uses making it most cost effective and productive for our operation.

ACT! Fanatic since 1994 - Second ACT! Version

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have grown my company from 1 person (me) to 26, from 1 client to over 1200 and I credit ACT! 100%. The reason? I can track my pipeline, create an activity series to send thank you's for referrals, birthday cards for major clients (and subcontractors) as well as series to remind me when contracts expire. I have installed and trained on ACT! for 20 plus years - and still recommend to anyone who asks today. (Although I no longer train). To say I love this program is an understatement. It's the BEST!

Capterra loader

One of the best CRM's on the market

Dec 20, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Probable the most powerful CRM we have used. Once it is set up it allows you to follow the entire sales process from prospect to sale.

Cons: Can be difficult to set up initiallly. Issues with a couple phones compatibility.

Overall: We have used ACT! for years and could not function without it. It allows us to close prospects and monitor the entire sales process. Once they are clients, we can manage them easily.

I could not do all I need to do without this software!

Oct 11, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I compare CRM software from time to time. This is still the best value for the money and ease-of-use.

Pros: Still the easiest CRM software today. The fact that I can have this installed on my local laptop, local PC, or mobile device makes it a plus.

Cons: The software has some quirks like any other software today. Irritating but manageable. As Long as You Follow some updates and upgrades everything is good.

Retired and still using Act

Jan 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is integrated into Word

Cons: Act Pro uses a separate window for notes. The other Act programs allowed you to change add notes directly to the window. I like the direct add and change to actual window.

Overall: I have been using Act for 30 years in business and retirement. It continues to save me lots of frustration. If I want to know something that happened five years ago, I go to act and I find it. It is a perfect aspirin for any a data headache.

Recommendations to other buyers: No

Great Product for anyone managing multiple customer contacts!

Jan 18, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Relatively easy to learn to use. Great for scheduling follow up calls, initial contacts and meetings.

Cons: Occasionally it has some "glitches" that cause it to close but I have not lost any info yet.

Overall: This is a great product for managing a large number of customer contacts including those with multiple activities and those needing specific follow up. Makes customer emails and history VERY easy and literally at your fingertips!

Amazing software

Sep 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have been using this software since it first came out known as Contact Software. I have been through every version so you know that I like it. The interface with Word works beautifully.

Cons: I mind the high pricing. In today's market with other competition this product should be priced better.

Overall: The fact that I can track all e-mails from my clients within ACT.

Full Customization

Apr 16, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Expensive but if you can afford it, the custom software is a great business tool for dealing with customers across multiple departments within a company.

Pros: When we first started using this program, there was a rep. from Act who went around to each department and made specific profiles for each department that allowed us to see the information we use on a regular basis. The lady worked with us for over a month to get everything set up like we wanted. Now each department can access all the information in Act but the information is tailored to accounting, or warranty or reception, etc.

Cons: It took a very long time and lots of revisions to get the program set up for our needs. Thankfully the ACT rep was patient and worked with us until we had what we needed.

ACT! for small contractor

Jan 05, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple, straight forward and easy to use.

Cons: Does a lot more than we need it to do...which complicates training.

Overall: We've used ACT! as our primary contact management program for almost eight years and have found it the easiest, most user-friendly and complete system we've worked with. It works great but we have had synchronization issues and the wait time to speak with technical support can be awful. Once connected the techs are generally very good.

Great customer service is the key to sucess

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The ease of use.

Cons: Does not work on my Surface Pro

Overall: We all have that problem on what did we say and what we were going to do about it. The Act! software has made me a ton of money by keeping track of the customer's requirements.

It is not on "how much you make it. It is on how much you can keep". This program keeps me on task with my clients. This is so strong and manageable database management that I have suggested this to my associates. I am a big fan.

Old Version 6.0

Feb 10, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: We stayed on 6.0 because it was rock solid and offered everything we needed for 15 years. Now we are upgrading to the Cloud Version. So far they have been the most responsive on call backs and info regarding our questions about a new system.

Pros: 6.0- Never fails. No bugs

Cons: Doesn't integrate with Outlook or have cloud access.

Recommendations to other buyers: These guys have been providing a great product for years. They will be around in 15 years to keep you up to date.

Love using Act

Jan 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It does what I need it to do and it's easy to use

Cons: Can't think of any!

Overall: I work from home and Act is like having a secretary in my office to keep track of all my customers for me. Its easy to use has a lot of features although I probably don't use it for everything it can do.

I have been using it for over 15 years and wouldn't think of using anything else.

Recommendations to other buyers: If you are not using ACT you are doing things the hard way

ACT by Swiftpage goes to the next level

Oct 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ACT has fully adopted to cloud based solutions, integration with phones and integration with Microsoft office applications

Cons: At times there were issued with integration with Microsoft Office as Microsoft changed there integration back end as they continue to roll out Microsoft 365

Overall: As a long time user, ACT is outstanding

Like having a secretary

May 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Highly flexible in archiving and then managing and archive of many contacts right down to all the detail I need to make the contact information actionable.

Cons: Much more complicated than I need. I wish I could buy a basic platform and then add only the functionality I need.

Overall: Archives and organizes my sales opportunities.

Great Sales Tool

Jan 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Allows me to record my complete history of contact with my prospects and customers

Cons: Can't think of a thing

Overall: Been using ACT for over 30 years tracking my sales contacts and customers. Helps me track when I've talked to people and what we talked about. Also records my emails. Use it monthly to send out newsletters and promotions with the Mailmerge feature. Great tool!

Recommendations to other buyers: Great tool!

ACT CRM Database

Jan 18, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ability to stay in contact, especially the reminders it is capable of generating

Cons: Sometimes slow to load. It still doesn't load the necessary SQL files.

Overall: I depend on ACT to keep in touch with my clients for Annual Reviews and Birthday Cards. I send cards to all family members so it helps to keep my name in front of them. Couldn't be a successful agent without it.

ACT the solution for all

Sep 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: It is customizable, integrates with Outlook, provides reminders, accepts notes, and the backup is secure. Best of all, it is easy to order information by any field to customize and narrow down reports to identify age and products purchased, location ect.

Cons: The software versions come out too often and require updates of other Office Suite products to maintain compatibility.

Overall: I have used ACT for about 18 years, and have upgraded many times. 1st with a luxury Log Home manufacturing and sales company, and the past 10 years with a multi brand NEW car dealership's sales department. Sales manager requests can be completed and printed to Excel in minutes with fine tuned parameters. It makes me look like a genius.

Capterra loader

Secure but looks odd.

Jul 09, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
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Pros: Act is used in my company to securely save data of our customers. We use it as a customer relationship management system ,and it has been very secure ,probably because its database resides in SQL.

Act is cloud based and that gives me access to our customer data remotely ,and even on occasions when I am not connected to the internet ,I am still able to use Act albeit remotely.

Cons: I have used CRM systems in my past places of work ,and I just do like the look and feel of Act. It is not as simple to use ,as CRM systems I have tried in my past work experiences like Insightly and Zoho.

Very satisfied with Act- have used it for over 20years

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: How organized it is- and how many different ways you can search for someone or something. Lets you know if there is a duplicate. Easy to add new contact and set reminders, and meetings

Cons: All fields do not print, very hard to figure out how to customize to what would work best for you/ the company.

Capterra loader

I use ACT for data entry for clients.

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ease of use, great tabs for everything I need. I have used Customer Support and they have been very responsive and kind.

Cons: Sometimes the print feature is confusing and I would like a tab where I can make a list. I would also like a tab for photos.

Overall: Organization of my clients instead of using paper files.

Great Product!

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: Easy to use but very broad in options.

Cons: Can't really think of any.

Overall: I've been using ACT for over 20 years. Live by it daily, schedules my follow-ups, appointments, etc. Use it to email my monthly newsletters and promotions using Mailmerge. When I'm making calls I use the Lookup by ID to go right to the people I want to contact. Great Product!!

Recommendations to other buyers: If you use it, you'll love it.

Why doesn't every business on our use Act!?

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: See above.

Overall: I bought act when I first started my business and have loved it ever cents. It is so user-friendly and manages all of my clients, prospects, colleagues and vendors. Not only that, but it Keeps me on target with upcoming tasks, including calls, meetings, webinars, Skype meetings And miscellaneous tasks. I tell all of my business associates about the marvels of Act!

Recommendations to other buyers: N/A