Act! Reviews & Product Details

ease of use keeps me organized and focused

customer service was an issue but they resolved it and its pretty good now

organization

Search facilities are very in depth and enable accurate reporting

Inability to integrate with a MAC would be very useful

It enables us to maximise revenue by keeping track of customer activity and spending patterns. Have realised increased revenue through many of the features available

While not the most advanced CRM on the market, I really appreciated the flexibility provided for building custom queries - it was fairly intuitive and easy to manipulate to drill down to the information desired.

Fairly outdated, bulky, old school system

Identifying lead sources, contact points and methods, and sales data. Act! gave my team the ability to sort our database by a variety of data points and save/share custom queries.

I like the ability to organize all of our customers by different data fields. Being able to create groups and separate different kinds of customers is very important where I work. For example, I am currently putting thousands of different business cards into ACT! so that my company can send out different email blasts to different groups of people. It really helps keep me and my coworkers organized!

Referring back to the business cards, I wish ACT! was compatible with a business card scanner program, that way I wouldn't have to type every single card in... That takes a lot of time. My company has a card scanner, but we would rather use the scanner if it was able to be linked to ACT! directly so we didn't have another program full of information to deal with.

We are solving our organizational and time-management problem (aside from the card scanner issue) because with ACT!, everything is in one place and everyone who works here can access the information at any time, which saves time and helps keep everyone organized and on track. I know ACT! has a lot more features, but this, by far, has been most helpful for us.

The ability to keep track of customers, make notes on accounts that are available to authorized users, keep track of contacts, networking associates, prospects and customers.

Not an excellent product for project management and is therefore a tough product to utilize for companies that are involved not only in the sales aspect but also the installations or project aspect. You would need another software.

ACT! Solves all issues surrounded by customer management and relationship management. It helps to show which clients are most active as well as those that are less active. This would indicate which customers you would want to spend more time on.

The ability to house documents within the database specific to contacts.

The inability to update the database from a mobile device.

Documenting contacts and custom information specific to the contact. Having the ability to store documents scanned in (like background check reports) specific to the contact.

The Group options, mail merge and how easy it is to add fields to a contact.

That my Outlook and Act don't seem to communicate very well.

Communication with other co-workers is really easy thanks to the note field.

Helps me easily manage my customers and prospects. I also use it to integrate with QuoteWerks. which I use for creating all of my quote. This is very handy. Does everything I need it to do.

There is nothing that I don't really dislike about it, however I would like to see a more user friendly mobile app.

Tracking prospects for sales team, and managing existing customers. This has helped me and my team more organized and efficient.

Ease of entering notes and navigating through the interface

Integration with Outlook isn't easy. Doesn't have the ability to toggle between two contacts.

Keeping contacts organized with reliable notes. Easy to create a history of interactions

ACT! was easy to input and sort customers. I liked how you could customize the database.

The price. There are other CRM platforms cheaper and even free (Hubspot) that are better.

It's good for all your employees to store all their customers in one database, which saves time whenever someone else is looking for a contact they are not always interacting with.

Forms and document merge work well. Good UI and the ability to manage form views is good

The networked/syncing function is slow. We tried to use the caller ID/record popup feature, but the network sync to get data had such a lag in pulling the info that you were typically done with your call before the record came up. Seems to be sold off all the time, too, which seems to leave some program functionality lagging.

Contact management and document merge for mass mailing.

Straightforward CRM that allows you to do standard issue things like track contacts, companies, activity history (phone calls and emails). Can generate customer orders from it. Manage sales opportunities.

The reporting isn't very intuitive and there are no dashboard views.

Customer and account management. The benefit for us is a single source of record.

I like that while the design is simplistic and a bit basic, the actual product itself works well and does the job it set out to do.

The interface looks like a 1980's computer program. I feel like a coder

It feels a bit dated and doesnt give us everything we need in terms of analytics

Keyword search, ability to create lookup and then filter by territory/company or any of the other columns

No app or cloud based access. Really need to use it on my phone sometimes when on the road or in classified meetings where laptop is checked

Customer history, notes on past and working designs, reminders

Ease of customization and access to database. Addionally, Act! Is a great option for a low end budget

database frequently has error messages and does not work

client management

I like the ease of adding customers, some of the reports available . I don't like the fact that you can have duplicate accounts without notice.

The service is terrible, it times out , act.com is FREQUENTLY not responding ...I mean EVERYDAY of WORK, it is costing me customers and efficiency and I will be looking elsewhere for a cloud data base or go back to the Desktop version. period they have no customer service if you don't upgrade and pay more ...I pay $38.33 a month that is enough ....so may be moving on soon.

I was trying to solve having used ZOHO that had limited records before you had to pay much more, and with Act! Cloud I can add as many customer accounts as I need. That's it.

You can customize the platform for your needs.

It needs to be simplified amd more user friendly for the basic or starting user.

Able to track work done, customer contacts, and create quotes.

I'm able to track all emails and contacts history.

Very slow system. Mobile app is not very good.

It's great for mail merges and sending groups of mails out.

Act! is a great database for keeping track of prospects. Each time I speak with a prospect, I enter all of their information along with a quick note to recap our conversation. This comes in handy when they call a year down the road and I can easily refresh my memory.

The software that we have is rather outdated. There is also no lead generation. All of the information that is in the database comes from our company inputting it.

I believe by using Act! it shows our prospects and customers that we care about them. It's nice for them to call in and not have to repeat their issues again.

I most like the ability to create fields which are easily searched.

I most dislike that it easily crashes which causes me to loose my look-up unless I have saved it as a group or query.

The problem I am solving is searching through contacts which have not been recently contacted by our company. The benefit of using ACT! is that I can save and sort through my searches.