Who Uses This Software?

Small Businesses from all industries.


Average Ratings

458 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 Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Swiftpage
  • www.act.com/
  • Founded 2001
  • United Kingdom

About Act!

Act! CRM makes it easy to build relationships that last with quick, organised access to highly personalised customer details. Because every business runs differently, users can create an Act! experience tailored to their business and industry needs -- an adaptable, everywhere, connected workspace. A flexible CRM solution that is unique to you.


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 is a great software product that allows you to integrate your database and track your clients

Aug 11, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: ACT is worth the price and worth the training to get educated on it. Unfortunately you need to spend some time figuring out the details, but once you do, it is off to the races and you will love the system every day. It really is a great product.

Pros: This product allows you to integrate the basic and most complicated processes within your business. I love the email link feature, any time I send an email to a client (who has their email in their account profile), the system automatically saves that email in the client profile. You don't have to search for it in your inbox, or click an extra button to push the details over to the profile, it all happens automatically. The icing on the cake, is now that it is in the client profile, other members of my team can see what emails I have communicated to client, and when they were sent. It helps to keep my team all on the same page. This is by far the best Client Database system I have ever used. AMAZING!

Cons: The biggest downside to ACT is there is not a built in funnel email system. You have to select the group or type of clients that you want to email, export that to another database and then send the communications from there. The system will still tag your emails as long as they are sent from your domain, but having to export the list an use an additional software or service to send the mass email notifications is a little frustrating. If they can fix this option, it would make my life a lot easier.

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!

22 year plus customer Sage / Act

Apr 16, 2017
3/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Comments: Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

Pros: I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

Cons: Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

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.

Using ACT!

Jan 19, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use

Cons: Some of the features I will never use and some of the features take some time to learn how to use.

Overall: I have been using the program for 15 years. I like that when I last upgraded I did not have to learn everything over again! Microsoft does this and I don't care for it. I use mostly the contact database. However, I expect to purchase another copy of the program because of a new contract that will have extensive telemarketing and reporting.

Vendor Response

by Swiftpage on January 30, 2017

Hi Bruce,

Thanks for the review!

For reference, we offer a wide range of help and support materials for Act!, and can advise on further training if requested.

For new users of Act!, our Getting Started resource center is useful for learning the basics of Act! and getting up and running.
https://www.act.com/resources/getting-started

We also have a free online training library full of videos detailing many of the features of Act!. Visit this here: https://www.act.com/resources/feature-tours

It's also possible to purchase training workbooks which teach the fundamentals of using and administrating Act! in detail. http://swiftpage.com/training/order-manuals

If you need any advice on any of the help materials we offer, please don't hesitate to ask!

Act!

Good and Bad

Jan 05, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Layout and look. All the different features and uses.

Cons: Sometimes when I print address labels, it will go and grab the actual address instead of the PO Box. Also 1 wrong click and suddenly everyone connected with a company has that company's address. Also really had a hard time with Birthday reports. I just want 1 specific month, not everyone in random order. SQL servers don't always boot up.

Overall: Since I've updated it's been 1 a headache after another. I kept ACT Bc of my familiarity with the product. But now I have problems with SQL servers not starting, lost a database, and have to pay for customer service? The Customer support guys do work hard to fix your Problem. But paying to fix a problem ACT created or overlooked seems greedy. So minus 2 stars. Also getting some of the reports is not as easy as it uses to be. I don't use all the features of this software but some of it would be great, but now redundant as I have other programs handling those for me. Overall it's just "C" maybe "C+" for me.

Recommendations to other buyers: Fix the above. Also if there is a software glitch I shouldn't have to buy customer support to fix it.

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.

Act Review

Jan 19, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I can track my customers and their email addresses.

Cons: The confusion with accessing customers.

Overall: Sometimes the amount of data is confusing because there are so many programs to monitor. I would find it easier if there was a program attached the file explaining usage without having to call tech support.

Recommendations to other buyers: Send a guide to assist users.

Vendor Response

by Swiftpage on January 24, 2017

Hi Adrian,

We offer a wide range of help materials for Act!, and can advise on further training if requested.

Did you know there is a help guide built into Act!? This can be accessed and searched by pressing F1 on your keyboard.

If you're new to Act!, our Getting Started resource center is useful for learning the basics of Act! and getting up and running.
https://www.act.com/resources/getting-started

We also have a free online training library full of videos detailing many of the features of Act! Visit this here: https://www.act.com/resources/feature-tours

You can also purchase training workbooks which teach the fundamentals of using and administrating Act! in detail. http://swiftpage.com/training/order-manuals

If you need any advice on any of the help materials we offer, please don't hesitate to ask!

Act!

THe company has been using it for at least 10 years

Dec 14, 2017
3/5
Overall

4 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Comments: THere are a lot better CRM's out there figure out what you are using it for and what you need and start shopping I could suggest a few but to me they are a bit industry specific.

Pros: seems very simple and we had a long standing relationship with ACT with the in house CRM. So we had a lot of our contacts already on board and it does keep track of contacts.

Cons: When I came on board about 3 months ago I suggested going to the cloud the idea was well recieved and I contacted act. We intially had some issues uploading the information some of which I will admit was my own fault. when I did the software lagged extremely bad. I contacted the company spent almost 4 hours o the phone (mostly on hold) the first time and then didnt get a call back untill about 9:30 that night. Then the trial was running out with out the issue being resolved I asked them to extend it while we tried to fix the issue they told me I had to buy it and then they would be able to fix it....

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

CRM Database

Sep 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: We can leave internal notes, create and save contracts, create custom columns for searching and organizing, can edit the format to fit our needs without consulting with the software company. You can see which user has done the work, assign reps and task other users and yourself. You can create separate databases for different functions, and assign a group under various levels (inquiry, quote, confirmed, etc.).

Cons: It's not very pretty nor modern looking, but it does the job. My computer has changed a couple of times since starting to use ACT, and with one hard drive change it was very difficult and time consuming to figure out how to change the text size within the fields, because it was tiny and apparently most monitors are huge now, so it was a big strain on my eyes.

Overall: This has been our groups database for over 10 years.

Easy to use amd gives you fuill ownership of your data

Oct 20, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The deployment options for Act! are more extensive than any other CRM on the market, your data is controlled in your own environment, can be accessed over the network, via Browser and remote devise plus remote synchronisation models for travellers where there is no internet (like on planes). Act! is also fully customisable to suit your workflow and business strategy requirements over which we have control at all times. Act! has improved our team collaboration, increased our sales through better process management and reporting Our team love using Act! as it is simple and easy to understand

Cons: Swiftpage have only had ownership of Act! for 2 years whereas Sage had it for over 10 years, I believe they have strong strategy on future development of Act! however there has not been a lot of change over the past year. We are hoping for improvements in browser support for 2016

Recommendations to other buyers: With any CRM training and support are essential, engaging a professional Act! consultant adds long term value to your business as it would with any CRM, Act! is no different and we have an excellent well thought out solution that has improved our productivity and customer interactions. We could not have done this without professional guidance as there is so much more to Act! then just the interface that people just won't understand without help.

DO NOT PURCHASE THIS CRM

Nov 27, 2017
3/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

Pros: Considering the pathetic customer support, I would have to say - nothing! Our inability to reach Customer Support to resolve our conversion issue has rendered the CRM useless.

Cons: Our small company has been successfully using ACT for years and three weeks ago we moved from the server version to the cloud. Since we made the switch we have been literally "dead in the water" as some of our data did not make the conversion and we have been unable to reach anyone from Customer Support to help us resolve this issue even though we purchased the Premium Support Package . Last week our head of IT was on hold for 1.5 hours before someone answered the phone only to be told he had reached the wrong help line, was transferred to another help desk, was on hold for another hour before he finally gave up. This is simply not okay!!!

Good, I like the custom fields.

May 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Custom fields. Ease of backup. I like that you can save multiple layouts. I do not like that the layout doesn't fit my screen using a typical new HD monitor. I either have to keep the type really small or thevtext gets very blurry.

Syncing with iPhone - your app doesn't include all the fields. Every time there is a major windows update, ACT has issues. For many years I have asked for a couple of features to be added and was always told by tech support that it should be Easy to add, but nothing ever happens.

Cons: Syncing with iPhone - your app doesn't include all the fields. Every time there is a major windows update, ACT has issues. For many years I have asked for a couple of features to be added and was always told by tech support that it should be Easy to add, but nothing ever happens.

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.

Great until you need support

Nov 22, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support
Likelihood to Recommend: 3.0/10 Not
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Comments: You need to put more Tech support people that know what they're doing to help those that have had this software for over 8 years!!!!! It's such a pain to get through to you for help.

Pros: Ease of storing, using databases once the horrific install and debugging is done. I really don't have anything else to say about the product.

Cons: Terrible, terrible customer support. No one answers the Tech Support line ever. If you call Sales, they give you 20 excuses as to why no one can help you. You might get an email from Tech Support telling you to do it yourself via links. Bottom line, sales people are great just don't look for anyone to help with debugging. The upgrades are often and every time you do an upgrade, you MUST contact Tech support because there are constant bugs

Long time user of ACT

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: People think I remember lots of things, but I just put detailed notes in ACT and retrieve them when necessary.

Cons: Bugginess with Windows 10. I have never had so many tech support calls and need to upgrade my software since Windows 10 came in the picture! SQL Server issues, incompatibility with other software (fixed with tech support). I spent hours one day with tech support, another 3 hours another day and just decided to upgrade because they assured me that the new upgrade would fix my issues. So far, so good.

Overall: Being a user of ACT for decades, I keep notes in my database to refer to later. If someone orders something from me years later, yup, I have their information. It's nice when I can ask how old their kids are now or if they still have the pontoon boat.

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.

The best CRM I have come across - been using it since 1997 - more than 20 years!

Jan 13, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money

Pros: Can be customised just how you like it in so many ways.

Does everything I need and want it to

Easy setup and install

Cons: No native Mac version. I have been using the Mac platform now for 10 years and have to run ACT! through a virtual machine which works well enough but limits functionality.

Also, the newer versions are clunkier and cumbersome compared to earlier versions. Whilst they may lack some of the bells and whistles of more modern versions, I have stuck with ACT!2000 (a.k.a. version 5.04.495 which was designed for Windows 98, and will run on no later Windows version than xp! I tried upgrading a few years ago but didn't like it as much so went back to my old version.

Good but Not Great

Jan 18, 2018
3/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: Please get me any additional information on work arounds (solutions) to ACT integration with Office 365.

Pros: I have used ACT for over 15 years. The functionality within ACT is good along with the features. It is very intuitive and easy to use.

Cons: The 3rd party integration has been an on going issue for me. Most notably integration with Office 365 and specifically Outlook. I spent hours on the phone with both ACT and Microsoft support trying to get e-mail & e-mail merge to work properly. Each pointing the finger at the other to the point I was ready to look for a new CRM. Fortunately I got it working correctly but I am still concerned about the stability of the two products together.

ACT has many features, but most of them are cumbersome and lacking full functionality.

Mar 08, 2018
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money

Pros: Our office has been using this product since before I started. It is a solid database program and if that is all you want to do is have a large database of contacts, then this performs well.

Cons: I dislike how this is still only available for windows computers which makes communicating information in an office with both Mac and PC impossible. Also, the outlook plug in that allows emails to be synced with a contact in ACT will only link emails to the PRIMARY contact. So that means you have to manually sync that. If you are emailing over 100 emails a day, you end up either spending most of your time manually syncing contacts or just foregoing this feature. Also, you can only add 4 contacts to a company. Often times, we need to have upwards of 6-10 contacts for a company so the inability to add more is a huge issue. And since ACT isn't online, any changes made on any employee computers while not connected to the server means no one else has access to that info until they make it back to the office to sync. Which means our data is never fully up to date. There are so many problems with this software that we often don't try to take advantage of any of the other functions.

Vendor Response

by Swiftpage on March 12, 2018

Hi Nicole,

Thanks for your feedback!

You're correct that our main desktop product is only available for PC. Did you know we do offer a fully web-based solution, Act! Premium Cloud? This works great on PC and Mac, as well as keeping your data online on our hosted cloud servers.

It sounds like your business could make good use of the features available via Act! Cloud - might be worth checking it out at act.com - we do offer a free trial too.

We'll definitely be taking your feedback on board for future releases - especially what you've said around email syncing. We've got some major improvements planned in this area in the next release (20.1).

Lastly, there should be no limit to how many contacts can be assigned to a company - if you're having issues adding more than 4, I'd definitely recommend contacting customer support, who'll be happy to help.

If there's anything more we can do to help, please let us know!

Thanks again,

Jon,
Act! Social Media Team

Constant glitches, awful customer service

Sep 11, 2014
1/5
Overall

1 / 5
Ease of Use

1.5 / 5
Features & Functionality

1 / 5
Customer Support
Likelihood to Recommend: 1.0/10 Not
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Extremely
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Pros: At this moment, I am struggling to think of anything positive to say about my Act! experience. Both my boss and I have had problems since we bought it. I have lost entire days' worth of sales time on the phone with their tech support trying to fix issue after issue. And to make matters worse, they keep telling me to give them more money if I want better, faster, more competent customer service. All I want is for the program to work correctly and do what they promised it would do!

Cons: This program is seriously glitchy, and the customer service experience has been bad. I have spent countless hours on the phone trying to get issues resolved. And to add insult to injury, they keep telling me that if I want better customer service and faster, more professional support I need to give them more money. If you believe in your product then, stand behind it and fix it. My boss and I have spent enough time (and money via lost sales revenue) dealing with Act's technical issues already, so I wish they would stop telling me we need to shell out more. After two days on the phone with them, having been escalated to their Level 3 support guy, my Outlook started to have problems immediately after hanging up with him. I have never had a single problem with Outlook since I started using it. Over the last two days, three different tiers of tech support have remotely accessed my laptop, gone into my Outlook as administrators, and messed around with it. Though they managed to fix the mail merge issues I was initially having with Act!, they clearly messed up my Outlook along the way. Now they claim it is a complete coincidence that Outlook started sending me error messages the moment I hung up with their top tier tech guy. They keep telling me the problems are not related, it is solely the problem of Outlook, they are not experts in Outlook, and I should call Outlook's tech support for help. Clearly, it is not a coincidence or unrelated. And clearly, they are confident enough in their Outlook expertise to go into my program and mess with it. And as tech support for a software program that works with Outlook, they should be trained and qualified to work with Outlook in the first place. I have asked repeatedly to have their top tier guy call me back. He knows what he did, so he should be able to track down his mistake and fix it. But they keep saying they can't do that without me shelling out more money. As if all of that wasn't enough, during my last conversation with their support, I had to force the rep to stop trying to get me off the phone and to fix the new problem that had cropped up with Act! just today: the loss of my email history. It took her close to an hour, and she finally discovered that my email history was now gone from Act! because one of the three techs who has remotely accessed my computer over the last two days accidentally replaced my database with a demo database. And even in light of that, she still tried to say that the issue with Outlook had nothing to do with anything their tech staff did. She continued to insist it was all just a coincidence. I told her I felt the time had come to talk to a supervisor, and I asked her to put one on the phone. After placing me on hold once again, she finally came back and said a supervisor was unavailable, and one would have to call me back in 10 minutes. It ended up taking close to an hour to hear from him. He did finally fix the Outlook problem, but when I asked him what I should do if the error messages come back in an hour or two, he said I had to start all over again from the bottom. The whole routine: wait on hold, start with a low-level tech, slowly work up the ladder, all of it. That or pay the fee. The next day, the Outlook error message came back! And I had to lose that day as well trying to get them to fix it. I spoke to my boss, and he said the same thing happened to him a while back, where they tried to blame Outlook. So my boss said he started a conference call with the Act! tech guy and the Microsoft tech guy on the phone at the same time, and lo and behold, the problem turned out to be with ACT, not Microsoft.

Recommendations to other buyers: I would look at other software altogether. Considering all the time, effort, and problems we have had, if we could do it all over again, I don't think we would choose ACT for our business.

Awful experience with Act!

Jun 18, 2014
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support
Likelihood to Recommend: 1.0/10 Not
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Extremely
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Pros: There is absolutely nothing I like about this software.

Cons: Zero functionality. It can't pull any reports that are meaningful. When I think I can pull a report that is meaningful, I realize the data isn't even correct. It has almost no dynamic features; for instance, it can't update data by pulling it from another source; it has to be manually changed, which leads to errors. Also, Act! web premium only works if you have a really high quality internet connection. For example, we have 100MBPS internet; however, the speed is very inconsistent, which causes the Premium web version of Act! to constantly crash every time the internet slows down, while any normal web app would continue to load, or try to load, or just slow down. But Act! doesn't have that functionality; it just crashes, becomes unresponsive, and doesn't save any of the data you just input. When you restart your browser, it makes you sign in again. Also, almost no functionality is available on the web app; you can't delete contacts on the web version; you cannot import anything into the web version, and you can't manipulate any data. You can only input completely new data. It's literally awful. Contacts don't link well with groups or 'companies.' If you have seven people working for the same company and that company moves offices. If you change the address to that company, you have to individually change those seven people who work there. But the worst feature is the importing tool. You can't import in any 'advanced' way at all unless you pay for an importer tool, which you can't be sure will work for you. When talking with our third party Act! customer service person, I asked if I could try the import tool to make sure it did what I want before I bought it, or if I could have him try it for me to make sure it worked, and he said "No. There is no way to provide that service." When asking a simple question like, "So your input tool didn't find the duplicate contacts and just imported 700 duplicates. Is there a way to delete the duplicates all at once? Because all I see is an option to delete the duplicates one by one?" they told me there was no way to do it but that they would charge me to have them delete them for me. And I was quoted at an over 50 hour project quote, for something that took me one minute to do. So I just restored my backup file and started over. Also, I purchased a duplicate removal tool that was developed by a third party software company, and I thought it would work great, but it turns out that half of the contacts in the system had been uploaded with their full name as one fiedl and the other half with their first middle and last name as different fields. There is now way to differentiate this in ACT because it displays them the same way, so it merged all of the John's into one John contact. So again, I had to restore to a backed up database. The Swiftpage integration is awful. The only way I am able to use Swiftpage to any success is to export every single email, name, and address in Act! into an Excel spreadsheet, remove any duplicates, sort by region or the way I want to set up groups to email blast in Swiftpage, go to the actual swiftpage6.com website and upload the spreadsheets into Swiftpage manually. The Swiftpage email marketing HTML editor is also pretty bad. You can write beautiful HTML to display a great email, but Swiftpage mutilates the code in ways no one could ever understand. I am a professional coder - javascript, html, css - and it takes me hours, sometimes days, to design a marketing email that displays correctly in any sort of email client. In fact, it doesn't even ever look great when it's done, even after all the hard work. I would highly recommend any other email marketing company other than Swiftpage. I was on hold with a Swiftpage rep once for over three hours to find out why my email blast which was supposed to be sent by 10AM was still in the queue by 7pm. It actually didn't go out till almost midnight, and we had a 3% open rate, when we normally have a 15% open rate with other email marketing software. Please, please please do not buy this. With a database as important and large as mine, it's going to be extremely hard to switch to another software without major delays in service. The company has used it since 2002, and there is a lot of important data that needs to be imported into to a new system. It's going to cost a lot of money to do, and we will do it, but I just pray and beg that no one else ever has to be in the same situation that I am in if they don't have to be.

Recommendations to other buyers: If you are a small business looking for a cheap database software, I would recommend looking into Microsoft Access 2013 over Act!. It has a web app developer; it actually writes the web app for you. You can then share it with anyone on your network (anyone at all that works for you or with you), and they can open your database in a browser. I'd also recommend Microsoft Dynamics, which is more expensive, but it has a ton more functionality and seamless integration to other MS office software and has a very modern sleek look and feel. And then there are the best CRMs I've worked with, like Oracle's Siebel, but it's just way too expensive for any medium to small business.

Powerful Contact & Correspondence Management

Dec 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Comments: I would recommend that this application be considered for those shopping for a contact management and email correspondence archiving tool.

Pros: ACT! is a power contact correspondence management tool that archives your emails with a given individual for future reference. It also help track agreements and proposals sent by email, dates, and changes in contact information. Contacts are logged by name and company, so it's easy to find all emails to and from a given company as wells as an individual. The tool is very powerful and provides a lot of function including many tools that I don't need to use. These are likely useful for sales people.

Cons: Some of the functions are bit hard to find. For example, the add note function is hidden on the page as a tiny icon. Once you get used to the system, however, it works fine.

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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Extremely
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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.

ACT 2013 - Great Product: Poor Help

Oct 03, 2014
4/5
Overall

3.5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I've used ACT off and on since 2008. Rather than pay a monthly/annual fee to use an internet-based product, I prefer actual software, and ACT fits the bill. I am currently using ACT 2013. It is relatively easy to set up, and the taskbar and icons are obvious, although I confess that there are several I haven't figured out how to use yet. I am a realtor and find having each contact page with easily found information is efficient. The ability to check notes, schedule, and Facebook and LinkedIn pages when I call is a huge plus in relationship-bonding. ACT 2013 is the third or fourth version of the product that I have used, and I keep returning to it precisely because of the functionality.

Cons: The main problems I have had are: 1) Help is abysmal. Every link seems to take me back to the product promoting webpage. There seems to be no manual of any kind, so help comes in the form of paid assistance, which isn't good for small business owners. 2) It seems that the only browser ACT works through is Internet Explorer; I cannot seem to have it go through Chrome. 3) Email is an integral part of any CRM, and unfortunately ACT 2013 is married to Outlook. Even with the free Gmail add-on, I cannot send emails. 4) I purchased the Premium version believing I would be able to have mobile access; however, this proved to be untrue 5) The company has changed hands several times, which is inconsistent for the consumer.

Recommendations to other buyers: Do your research and weigh the pros and cons. Obviously, behavioral type and computer skill will figure into any decision.

ACT! CRM for the Small Business

Oct 11, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: ACT is super easy to customize and has many add-ons that can help you do things that OOB doesn't provide to you. The best thing about this software is that it truly is so easy to navigate through and make it your own without depending on someone else to do it. If you take the time to learn what it can do you can easily learn how to change the layouts and truly make it unbelievable for your entire office.

Cons: It can be difficult to learn to maneuver and it can become slow if your business grows too fast but if you set it up right this can be easily corrected.

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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Extremely
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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.

I have a solo law practice for which this software works very well. Love the software integration.

May 15, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Foremost for me is being able to take a note, schedule a meeting or make a call immediately and automatically have a memorandum of it. The fact that it integrates with other calendar and email programs. I love its compatible mobile partner that gives you all of that instantly.

Cons: The only con would be a past SQL glitch that had to be repaired several time. I got to the place I could do it myself. It seems to have finally been remedied. And I am one who keeps all software up to date.

Overall: Mainly quick connection with my clients and more importantly, instant recording of all activities.

works within our team as long as you discount the qwerks between versions interfacing

Sep 05, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: ease of scheduling is good in this software, adding information to the database is also quite simple and user friendly.

Cons: Do not like the way the different versions of this software sync up together - desktop version versus cloud version do not react well together within our office.

Overall: sales data collection, contact info saved, record of calendar events, etc

Vendor Response

by Swiftpage on September 12, 2017

Hi Lisa,

There are quite a few ways you can set up database synchronization in Act! It sounds like the deployment you're currently using might not be the best implementation for your business.
We'd be happy to advise you on best practices. Just give us a call and explain your business needs.

Thanks

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
Likely
Extremely
Likely

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.

Act now! Get Act!

Dec 10, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: The company I worked at previously used Act! to maintain data on all of our clients. It keeps track of everything, from names and emails to previous communications and future prospects (as you record them). It's so much easier than creating and maintaining paper records, which can easily become lost. With its syncing capabilities, Act! can be accessed from any of your computers, which came in handy during the odd weekend work emergency came up.

Cons: The 4 GB cloud limit on Act! Premium was less than I would have liked, but we dealt with it.

Overall: Almost entirely flawless, Act! Premium is a sound investment that is a must for any business that works with large groups of clients. The organization Act! provides makes life so much easier.

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.

One of better contact management softwares

Jul 11, 2017
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Comments: I have tried to replace ACT! with another CRM, Contact Management program. Evaluating the value/cost/functionality/support (SalesForce Basic is more expensive and doesn't come with tech support). For the 20 years I've used ACT! I'm still there, plus I introduced it to a bank's division since it was/is easy to use. As a note, I do not rate an A in technical know-how. One might say I'm a semi-knowledgeable user.

Pros: I use ACT! because it is relatively easy to use with many very useful functions. Tracking and organizing emails, sent and received as well as phone calls becomes almost routine. Several years ago I was updating database and came across an old, maybe 10 years, client who's daughter's birth date I had entered after a call. I called him up, only a week late, to wish his daughter Happy Birthday. After being shocked that I would remember I got a new assignment from his company.

Cons: India call centers = MAJOR weakness. User since the 1990s, V 1.0. Swiftpage is 4th owner. Must have TECHNICAL SUPPORT contract.

Portable and Convenient access to your contacts!

Aug 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 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: The fact that I can check my customer notes from anywhere I have internet access is great. You can be called to a last minute meeting and have all your customer notes at your fingertips before walking in to their office.

The ability to dictate notes using your phone or tablet is also great.

Cons: Occasionally glitches out when moving between contacts and agenda items.

Overall: Allows me to track customer interactions immediately upon leaving their office while the conversation is fresh in my mind! Reduces the amount of paper and any problems associated with lost paper notes.

Simple, streamlined CRM to help you keep on track of your leads

Apr 16, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 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: This is very easy to use, simple yet powerful CRM. End users are very happy with the functionality and has been much easier for management to get staff engaged vs similar products we've tried in the past. The UI is clean and simple, data entry is fast and the inbuilt reports are intuitive.

Cons: From an IT administration standpoint, can be a little clunky deploying on multiple machines. Having said that, once installed it's pretty much maintenance free and requires very little hand holding.

Overall: Happy users, efficient and easy access to customer/lead data

I have used ACT! Vs 18 for a little over a year for a client. I will say it has its ups and downs

Jun 23, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: This software doesn't require a monthly charge (if you have the desktop version) It allows you to create customized reports and input more information then you possibly could need.

Cons: This software has several Cons, One of the biggest is that its not user friendly so much. it takes you a long time to figure out how to use functions. I had trouble when I fist started using it. Also, when I wanted up upload excel spreadsheets of client info into the CRM. I had to buy an "Add On" which I think should of been something included in the program.

Overall: It does allow you set appointments and manage client information. But, it is very time consuming and you have to do a lot of steps to get what you are wanting out of it.

Decent Product. Poor service

Oct 05, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
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Comments: If you have it already I'd stick with it. Otherwise there are WAY better software options out there if you are looking for a first time purchase or to make a switch.

Pros: great for large database storage. Lots of new features make it much more functional. ACT Connect pushed it into competition with modern CRMs.

Cons: Customer service is a joke. Even their self-help webinars often link to broken URLs. The idea of account managers is good, but only if you have good account managers. Otherwise you just get bounced around and never actually get someone who can help you.

ACT is a great relationship building sales tool for a small business.

Jul 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: All client information is in one central contact record. Data entry and retrieving client information is easy to use and track. You can customize the software to fit the needs of your business. We have several locations, ACT allows us to organize our clients into smaller groups to target specific areas to run promos and marketing campaigns for those specific areas.

Cons: There are a lot of functions and features some I will probably never use but overall I am totally satisfied with ACT.

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
Likely
Extremely
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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.

Easy to operate Contact Management Software

Sep 26, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: ACT has been a good stable program for years and I have sued it for over 20 year. The upgrades are simple and keeps everything current.

Pros: Very functional and easy to use. This works great for a small business and helps to organize the contact and the information's. Additional functions for group and assigning roles and responsibility makes it easy to track proposals

Cons: Customer service could use some improvements for sure. He email goes through outlook which is often slow but you can work with it.

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.

Using ACT! since 2000

Jan 05, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: It's easy to use.

Cons: It's designed for small businesses - anything larger than says....75,000 contacts, and it's a bit sluggish.

Overall: We have been using ACT! for a long time now and I've been happy with it. We've only had to back up the database once, (because it was too overloaded with data & attachments), but otherwise, it's been a stable product for us. Easy to use, nice for our small business and your tech support is very helpful!

Recommendations to other buyers: Maybe make it easier to setup auto-backups and sending an email when it's done. (It's not working for me and I have to manually save the database by going into File/Backup.

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
Likely
Extremely
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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
Likely
Extremely
Likely

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.

Long time Act user 20+ years

Sep 26, 2018
1/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: None that I can think of...over our old ACT versions.

Cons: We are a long time user of Act with 64000 contacts, and thought about an upgrade and tried the newest software. Connection to ACT did not work, called customer service which took DAYS to respond, and only with trivial solutions or told us out browsers were inadequate. We cannot use cloud based software, as many of our sales persons need to travel and out of internet on the road. We asked about purchasing a copy for local server use, and they STILL have not called back.

Uses alot of memory and crashed the test computer a couple of times.

I reviewed the posts, and many are favorable, but their usage is very different than ours. Most of the positives come from short time users who have no other experience. If you have alot of contacts, doubt if this will work for you.

Overall: We put a local copy on each of their computers and sync to the master database. Since our equipment needed an upgrade I signed up for a trial of the newest cloud based system. It did not work, would not load on our trial computers and was totally unreliable. I called customer service who took DAYS to get back to me, and by then, we had pulled it off the test machines. We have 64000 contacts, and the Act Consultants tell us that is sketchy to transfer that many contacts to the newer systems. I am stuck with the older software, but that's ok, it works flawlessly.

Why should I keep using ACT?

Jan 05, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
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Pros: I have used it for over 15 years and have learned to manipulate it for my needs.

Cons: The annual cost is the worst. Loading forecast for an order is confusing. Originally it was very easy. I need an easy method to confirm my data is being backed up.

Overall: I find your foreign technicians eager to help but their use and understanding of the English language are weak and often non-understandable. I am still not sure if my data is being backed up.

On top of that, I pay a huge amount per year now compared to a couple of hundred every 2-3 years to purchase updates.

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
Likely
Extremely
Likely

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 have been using Act since 2011 and it's easy and intuitive to use. It's great for small business .

Aug 14, 2017
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: I like how it's easy to you, how it integrates with Microsoft and google very well. I like some feature like creating dynamic groups and the search function.

Cons: Everything is contact base rather than company base. Support is very expensive and if you need the program to do something more than what comes out of the box you might be looking into support services from a professional if you are not savvy enough.

Overall: We use daily to manage our customers, it also integrates with our quoting software.

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
Likely
Extremely
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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.

Great for a general database

Dec 05, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I use Act! as a database for my publicity and influencer contacts. It allows me to make various lists that I can download and use offline.

Cons: It is difficult to update large batches of contacts without starting over again or updating contact by contact. I wish that I could eliminate fields that I won't use. Searching has to be precise.

Overall: Act! is definitely an easy way to keep and organize all of my contacts. I've had a positive experience with customer service as well.

ACT experience

Jan 26, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of inputting and finding any client or prospect, When I can do a mail merge it is great,

Cons: Does not work properly with Windows. Contracts terminate to soon. Have never been able to use it with Outlook

Overall: Overall I think it is a very good program. I have had ACT since 2001. My issues tend to be more technical and ACT's non compatibility issues with Windows , as Windows keeps changing. I also know that I have not used much of the program. I will be getting an update and hope to be able to get better training on the whole program.

Capterra loader

It is a useful application if you are a solo individual not needing integration.

Nov 28, 2017
3/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: There seems to be a lot of functionality and ability to work in-depth with contacts and the information provided with the contacts.

Cons: It is not easy to have more than one person work off of the same database and keep everything integrated. We sync with Gmail and at this time it only allows for one account to sync email messages. We can sync the contacts to multiple accounts with the help of a third party software but only one for the Gmail messages.

ACT CRM Review

Jul 22, 2016
4/5
Overall

4 / 5
Ease of Use

3.5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: This product is a solid CRM for keeping track of your customers and their orders. It is good for a basic or general CRM for the SMB market. If used correctly you will never have a problem of not knowing the last thing a customer ordered, where a customer moved, the rep assigned to the account, the last person in the organization to communicate with the account or the type of infrastructure the customer has. Overall it is a solid product that provides the basic qualities of a good CRM tool.

Cons: ACT sometimes gave issues with integrating with other tools. There were sometimes issues with providing reports of the data within the system. Overall I did not experience too many other issues though

Recommendations to other buyers: To evaluate this software you should have a good understanding of how the software works. You should also know the overall goal for the organization in using this software. If the software is being utilized correctly then the goal for the organization in using the software should be achieved. Overall, ACT is more for the sales/management side of the business in keeping track of customers and how to effectively manage their account based on information recorded. The software is not going to be effective by itself, it needs the people operating it to utilize it effectively.

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
Likely
Extremely
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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
Likely
Extremely
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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
Likely
Extremely
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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.

Cloud Based ACT

Nov 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: We like that it is a good platform that is relatively easy to use for our sales program.

Cons: There is some glitchy-ness in the cloud based version on various browsers that doesn't allow us to use templates from all browsers and was difficult to edit and customize templates (e.g. proposals, letters).

Overall: I have been using ACT for over 20 years and have looked at other sales platforms, but ACT has the features and functionality that work for our company.

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
Likely
Extremely
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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

Keep Track of Your Marketing Activity

Nov 03, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: Reminds you to keep in contact with important business contacts.

Cons: The technical support was lacking. I purchased a version of this product a few years back. When I called their support team when I had a question, they would not help me because the software was a few years old.

Overall: Act! helps you keep track of your business contacts and help manage follow ups. Act! helped grow our brand recognition by continuously keeping our brand in the mind of our referral sources.

Recommendations to other buyers: Solid CRM software.

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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Extremely
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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.

Dashed Hopes

Aug 09, 2016
1/5
Overall

1.5 / 5
Ease of Use

1 / 5
Features & Functionality

1.5 / 5
Customer Support

1.5 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: I very much appreciate the degree of customizability of fields. This allows relevance for the type of data I need to collect, store and utilize.

Cons: I started with ACT! when they first opened and used them for many years. Developed a whole recruiting "database" because of customizability, but the program was a memory and speed hog. Took a 5-year, personal sabbatical, then signed up for free trial. I have never had so many difficulties with any software program as I have with ACT! I had expected great new developments, but found that the cloud-based program conflicted with my preferred browsers; the computer-based program was very unstable, with constant errors, shut-downs, and functions that were just not working properly. It has gotten increasingly unstable. Also, today it is necessary for a CRM to be compatible with other marketing programs. The ACT! 18 has very little compatibility. A minimum requirement for it's touted e-mail marketing program is that it would be compatible with gmail - it is not. My hopes of using this program have been dashed - I'm so disappointed!

Recommendations to other buyers: The reason you need a CRM is for building a loyal tribe of customers. Collecting contact information is only valuable if it can be used to connect with your potential and actual customers. Find a CRM system that truly allows you to utilize marketing software to build a relationship with the customers of your various market niches. Also, to do successful marketing campaigns, you need to track your contacts responses with metrics. ACT! has very little capability to do this effectively. Choose another CRM system; one with stability; flexibility; compatibility with email and marketing programs; and local, responsive customer service.

Capterra loader

Its okay - there are better cloud based options...

Dec 04, 2018
3/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use - feels familiar even on first use and isn't hard to get started.

Cons: Cumbersome and slow. Once you start getting thousands of contacts in the system get use to watching the hourglass. Server needs to be restarted weekly. Their cloud based solution is lacking in features and not as mobile friendly as other options.

Overall: I am the admin and a user as I am in ti everyday. I administer users and do training.

Capterra loader

Great product but limited compared to competition.

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to customize. There are a few vendors that overlay on top of the database as well. This allows specialty fields to have added features.

Cons: Online version is not as robust as the desktop version or other cloud based solutions. If you want a desktop database ACT! Is the one I would choose.

Overall: Pretty good. The only reason I left after many many years of use is for a solid cloud based solution.

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
Likely
Extremely
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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.

excellent CRM,

Nov 20, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Comments: for my personal use, it is an excellent system for tracking prospects and obtaining the sales potential of each client. It helps me to know the needs of each aspect and be able to anticipate to cover those needs

Pros: It is easy to manage and with tutorial support very easy to follow, supports the user, to program and make sales budgets, based on scheduled follow-ups with each client and by products.

Cons: I do not see any flaw, maybe for some users, the way to graph is a bit old-fashioned, a point that maybe would help, from my optics, make report adjustable to the need of each user.

OK Scheduling tool

Jan 14, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Calendar features are good, it's fairly easy to customize templates to print receipts, invoices, etc. from the software.

Cons: The fields don't always work very well; it can be difficult to match fields when making templates, and some of them can be hard to size properly. Would also like to see better ways of "validating" fields and requiring fields to be completed to save a customer.

ACT! 18.1 Review

Jan 05, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Do not have to use a cloud system!

Cons: Communication with Outlook and GMAIL. No free tech support.

Overall: I am a user for over a decade. The latest version still has issues that need to be fixed. I should not have to use third party programs to communicate with Outlook and GMAIL. If I do not use third party programs, ACT is slow or doesn't work right. Still, no one to call without paying for tech support!

Recommendations to other buyers: Why do third party programs know how to make Act work, but Swiftpage doesn't.

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
Likely
Extremely
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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!

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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Extremely
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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
Likely
Extremely
Likely

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

Needs to be Simplified

Jan 05, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: It keeps lots of data safe.

Cons: I'd like to use my ACT for more than one database...i.e. Business, Friends, Youth Sports contacts etc....is there a tab to do this?

Overall: I like ACT but find it annoying that after I upgrade my ACT every few years my customer service for questions is only 30 days from the date of purchase. Since questions arise about using my ACT I don't enjoy having to pay the extended fee for the question to be answered by an ACT Rep.

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
Likely
Extremely
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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!

Good CRM for small companies

Feb 21, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
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Comments: This program can be a bit pricey, it can be hosted or on premises, you need to purchase support with it otherwise you will not have any support from the vendor and that alone is pricey.

Pros: Easy to use and setup, intuitive interface with SQL back end support, integrates with google and Microsoft.

Cons: This CRM is contact based, rather than company based, so your company hierarchy is kind of based on contacts.

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
Likely
Extremely
Likely

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.

Has worked for us for a long time

Feb 15, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
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Pros: There are lots of options for multiple contacts, spaces for notes, and it's easy to use. The best thing about it is it tracks emails so you can refer to correspondence if need be; especially helpful when you're not the one who emailed. Instead of asking a colleague to find and forward you an email chain, it's already in ACT so you can see it.

Cons: I can't figure out a way to export notes from all accounts. I want them on a spreadsheet and I don't think ACT has this functionality. Also, it's good for CRM but it isn't linked to our accounting system so we have to log in separately to view customer transactions. These days people are looking for something that does it all (at least in our business).

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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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.

Not Staying Current

Aug 06, 2018
3/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I loved this product for so long and it still has some legs to it. That being said, it is not keeping up with the modern changes.

Cons: Speed maters and the back end of this application does not appear to be upgraded in a long time. Salesforce is the leader in this product space. I really like ACT! but it is struggling to keep up.

This is great for large companies

Apr 30, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I used this software at the last company I was at which was much larger. This is a great contact and customer management system. It has been a few years since I've used it so I imagine it has only improved with time.

Cons: The program is huge with alot of features which also slowed it down and it took a long time to run reports.

AMAZING software

Jan 10, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Cons: The online version is very different from the desk top

Overall: I have been using act for a little of 9 years and find this software easy to use. The online option could use some improvement and email marketing could use more templates. The overall program is easily adaptable to any business. I use Act for two totally different businesses and is very effective for both business. I do find it pricey but you get what you pay for.

We have used ACT! since the very first version.

Jun 05, 2018
4/5
Overall

4 / 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: Everything in 1 place. Easy to find what you need to know. I like the way you can revamp the fields to suit what you require.

Cons: Customer support is costly, until you really need it. I highly suggest buying the support for the first 5 years.

Overall: It really helps you keep all of your contacts and related documents/items/emails/notes in one place.

ACT system is flat system and does not integrate with Web.

Jun 22, 2017
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Price is very good for small business and start ups.

Pros: Easy to use and read. I've had Act for several years but recently converted to Bullhorn because of the features and benefits they provide and they integrate with web base systems.

Cons: Does not interact with Web based systems. Also, the icons and design of the system needs to be updated.

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

This is the worst CRM ever! I wouldn't recommend this to my worst enemy.

Nov 27, 2017
1/5
Overall

5 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: It is easy to use when it actually works. I receive emails advising my current version is expiring quite often so it keeps me informed regularly.

Cons: The syncing feature doesn't not always work between the different platforms that we have in our office. In an office of Sales Reps, we need a CRM that will sync in real time but sometimes this CRM won't sync for an hour which makes it difficult for us to schedule appointments for our Sales Reps.

Overall: It is easy to use when it is working correctly.

Vendor Response

by Swiftpage on November 28, 2017

Hi there Angela,

Sorry to hear that you've had a poor experience with Act! I understand where you're coming from, and you're right that while using our remote database synchronisation feature can allow for very flexible office/out-of-office set ups, it does remove the 'real-time' sync capabilities.

Did you know that our Act! Premium Cloud service allows you to access you data (hosted by us) in real-time over the internet from anywhere in the world?

We really appreciate your feedback, and we're committed to make improvements across the board with every release! I really hope we can restore your opinion of our software with some of the improvements we've got planned in the future!

- Jon,
Act! Social Media Specialist

Customizable COTS

Oct 19, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to use and even easier to customize to your company/personal needs lots of add-ons to assist with some of the reporting that isn't straight out of the box, as well auto fields making things easy

Cons: it can be extremely slow for medium size companies. ie. 500K contact records and 12K company records marketing

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.

Pretty average - better out there

Oct 10, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: The program had quite a few functions that were useful, and it was nice to have multiple items in one piece of software (ex. contact lists, calendar, email, etc)

Cons: I found the program to be neither user friendly, nor very aesthetic. While the latter might not matter much to some, I find it to be a fairly significant item especially when it's something that you use every single day. It reminded me a lot of the old Windows. Very gray, simple, and boring.

Overall: I had a fairly average experience with Act!. It got the job done for the most part, but I would not go as far as to say I had a particularly enjoyable experience or that anything exceeded my expectations.

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
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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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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.