Swiftpage

Act! 365


4.5 / 5
4 reviews

Who Uses This Software?

Micro and small businesses with 1 to 10 users (although there is no limit to users). Works for both B2C and B2B markets. Perfect for business owners/managers or small sales teams who previously used only email or Excel to track contacts and sales pipeline.


Average Ratings

4 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
  • Pricing Details
    Billed annually. Possibility to pay monthly, conditions apply.
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

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

About Act! 365

Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft Office 365 companion, stay productive from your inbox, the appor wherever work takes you. Ideal for businesses looking for an easy, but powerful, solution with minimum financial investment.


Act! 365 Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking

Act! 365 Reviews Recently Reviewed!


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 365

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: easy to learn and use

allows you to organize the important data of your clients

helps you create an email marketing

allows you to segment your customers and create groups for commercial campaigns

You can access it from any mobile phone or laptop device

Cons: for me the biggest disadvantage is that it is aimed at small companies

focuses on the information of the customers but does not facilitate the actions of the sellers

Overall: in general, this CRM helps you organize the key information of your clients and prospects and focus sales efforts

ACT Essentials Review

Aug 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Good price point, simple, reasonably earsy to us3e.

Cons: When you have a critical problem need support within 24 hrs.

Overall: Have used full version ACT for years, ACT Essentials for perhaps 2 yrs.

My experience wit ACT 365 with App and cpu

May 08, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: It is logical and i love that it crosses platforms form my iphone to my cpu. Keeps up with everyhting

Cons: The app locks up many times a day and you have to restart the app

Overall: Been really good overall. Its my go to for everything. But do with the iPhone app was more stable