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Act! Logo
Act!
Make great customer relationships an everyday reality.
3.9
(434)
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Act! Reviews & Product Details

Act! Overview
What is Act!?

Act! is one of the pioneer brands in its space that evolved into a customer relationship management platform, and cloud-app with a browser-based front end. It offers an integrated email marketing platform that is ideal for small to mid-sized companies. The software also has an easy-to-use dashboard designer with a good marketing automation workflow builder.

Company Swiftpage
Year founded 2001
Company size 51-200 employees
Headquarters Denver, Colorado, United States
Social Media
Act! Categories on Findstack
Ask Questions about Act!
What Act! is best for?
How does Act! compare to folk?
What are the pros and cons of Act!?
Act! Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone, On-Premise Linux
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Act! Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Act! Media
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: September 17, 2024
Act! Logo
434 Act! Reviews
3.9 out of 5
Small Business (50 or fewer emp.)
Mar 28, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Having your ACT together"
What do you like best about Act!?

Working with ACT, I have my entire sales database at my fingertips. I can see the history of the account. This will prepare me for a call or a meeting, as well as keynotes that I will need. The goal is the meeting and sale to be successful. I can coordinate multiple task lists to make sure that they are completed in the timely manner that was promised to the customer.

What do you dislike about Act!?

Sometimes speed is an issue, but that depends on the device or WiFi I am running with.

What problems is Act! solving and how is that benefiting you?

Organization of historical data and new accounts information

Small Business (50 or fewer emp.)
Oct 19, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great contact management software"
What do you like best about Act!?

Ability to customize database, fields, and reports. Also captures all activity...phone, email, documents

What do you dislike about Act!?

Nothing really! Product meets or exceeds all my expectations.

What problems is Act! solving and how is that benefiting you?

Keeping track of my clients, activities, and tracking proposals and closed business.

Small Business (50 or fewer emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I dont undestand this question"
What do you like best about Act!?

WHAT CAN I FIND BY COMPANY, BY CONTACT, BY STATE OR COUNTRY BY E MAIL WHO I'M LOOKING FOR

What do you dislike about Act!?

AS I HAVE MANY PENDING CALLS SOMETIMES I AM DIFFICULT TO CHANGE QUICKLY FROM ONE CONTACT TO ANOTHER OR SOMETIMES LIKE THAT IT WORKS

What problems is Act! solving and how is that benefiting you?

I HAVE A LOT OF ORDER IN MY WORK AND IT IS VERY EASY TO FIND THE CUSTOMER I AM LOOKING FOR AND WITH THIS I MAKE MY WORK FASTER. MY PROBLEM IS THAT SOMETIMES A LITTLE BUT I HAVE TO CLOSE AND OPEN AGAIN. I WOULD LIKE THAT THE SAME PROGRAM WILL ELIMINATE THE CALLS, CLIENTS OR DUTIES APPLIED AND I DON'T KNOW HOW TO CARRY OUT THIS LAST STEP

Small Business (50 or fewer emp.)
Jan 21, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"A great tool to my business"
What do you like best about Act!?

I like it that you have to take action on all tasks and to do's you can reschedule if needed and delete them but then you just kidding yourself

What do you dislike about Act!?

I don't really dislike anything however getting to grips with some of the new features when adding them can be a bit time consuming

What problems is Act! solving and how is that benefiting you?

Act ensures that any enquires and actions required are done when required

Small Business (50 or fewer emp.)
Jan 21, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I am an ACT! user more than 10 years"
What do you like best about Act!?

Flexible organization of all my contact history and ease of access Also, immediate and excellent tech support whenever I call

What do you dislike about Act!?

Difficult to customize layout of the screen I use most often

What problems is Act! solving and how is that benefiting you?

I can group and organize all my contacts regarding genealogy; notes; attachments.

Small Business (50 or fewer emp.)
Nov 07, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"ACT is the perfect CRM for small businesses like mine"
What do you like best about Act!?

We are a small business using ACT. We like the ease of use and the way it works with our email system to record email interactions with our customers. Customization is easy to do and lets you tailor ACT to your specific business requirements. I definitely recommend ACT to any business looking to get ahead.

What do you dislike about Act!?

Setting everything up by yourself would be difficult. I would highly recommend hiring an ACT certified consultant to keep you ahead of anything new and help move through any technical difficulties. I would like some more features added to the new ACT E-marketing, SwiftPage used to have a survey feature that is no longer available with ACT E-marketing. Bring it back. ACT needs management to be good and effective. Having an in-house ACT manager will make ACT more effective and easier to use. I always say that ACT is only as good as the information that is inputted. You need complete buy in from your team.

What problems is Act! solving and how is that benefiting you?

We are keeping track of customers making it easy for everyone in the office to be on the same page in terms of where a customer is at. ACT E-marketing makes it easy to keep customers informed of what is new at Cameron Instruments. We can keep track of our sales team by using the opportunities, they can keep track of sales and where they are at for the month. They can easily track long-term opportunities.

Small Business (50 or fewer emp.)
Aug 30, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I've used ACT since the very first release. It's invaluable to my marketing outreach projects."
What do you like best about Act!?

The features are comprehensive and the ease of use is why it's my favorite CRM solution.

What do you dislike about Act!?

Any lacking features have usually been addressed in updates.

What problems is Act! solving and how is that benefiting you?

I have multiple projects in progress at any given time. I maintain various databases in ACT for each client / project. ACT is invaluable for me to keep track of the history, tasks to be completed, and opportunity I have for each prospect. The ease of use of ACT features is important to me. For advanced features, there is a wide range of documentation and user manuals available on the market.

Small Business (50 or fewer emp.)
Aug 05, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Best CRM for my business"
What do you like best about Act!?

The ability to customize the fields to fit my business.

What do you dislike about Act!?

The Mobile App needs a lot of work...would love to see it more like the desktop version. I'm not able to use in it's current state

What problems is Act! solving and how is that benefiting you?

Keeping track of the history with my clients is a huge benefit.

Small Business (50 or fewer emp.)
Jul 31, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"ACT! is just what I need"
What do you like best about Act!?

I'm old school, so I like the desktop version; however, I travel alot, so it's nice to be able to use this program anywhere I have an internet connection.

What do you dislike about Act!?

Not an ACT! problem, but if I don't have a good internet speed, it takes me a while to access information.

What problems is Act! solving and how is that benefiting you?

I love that my names and addresses are available for me anytime day or night.

Small Business (50 or fewer emp.)
May 23, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Remote Database"
What do you like best about Act!?

The technician was patient, knowledgeable and very easy to work with.

What do you dislike about Act!?

That I had to contact support for help - but it turned out GREAT!

What problems is Act! solving and how is that benefiting you?

Remote database access

Mid Market (51-1000 emp.)
May 22, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Act has been a great solution"
What do you like best about Act!?

Act is very customizable. You can make it work exactly how it needs to for your business.

What do you dislike about Act!?

It sometimes overlaps data. Sometimes you can be in one record within the database and other data will be in there that is not accurate

What problems is Act! solving and how is that benefiting you?

ACT has made my job extremely easier. It allows for me to keep track of talks that need to be done, create reports for my company, and makes sure we have all of the info we need for customers

Small Business (50 or fewer emp.)
May 20, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"ACT Review "
What do you like best about Act!?

I am able to schedule on behalf of my employees and boss no matter where they are. They can see immediate changes as long as I sync throughout the day

What do you dislike about Act!?

The calendar times change every time you log on from the web.

What problems is Act! solving and how is that benefiting you?

To solve the time changes when logging onto the WEB, I type all date and time details

Small Business (50 or fewer emp.)
May 16, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Easy to Use"
What do you like best about Act!?

The ability to query the system or export to an Excel sheet.

What do you dislike about Act!?

Nothing that I can think of at this time.

What problems is Act! solving and how is that benefiting you?

Maintaining a membership database. Benefit is to be able to query and export informatino.

Enterprise (> 1000 emp.)
Apr 23, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Time tested personal and small business CRM"
What do you like best about Act!?

Search capability of nearly all fields, integration with Outlook and Gmail, single place for organizing all sorts of contact and company data, accessible from Web, Windows and mobile.

What do you dislike about Act!?

The program is not without bugs, like all software but ACT has an excellent online knowledge-base and end user community who support each other and provide fixes for known issues.

What problems is Act! solving and how is that benefiting you?

CRM functions, mailing lists, keeping track of contact points with various contacts, clients and company records. Storage of important documents tied to either a contact or a company.

Small Business (50 or fewer emp.)
Mar 05, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"ACT since 1991"
What do you like best about Act!?

Overall it is by far the best contact manager I have used. The ability to group, and have a large database is better than any other. the interface with Google and Outlook is much improved.

What do you dislike about Act!?

Not much. Scanning business cards is not as easy.

What problems is Act! solving and how is that benefiting you?

Best phone book, and abilty to market to customers.

Small Business (50 or fewer emp.)
Feb 05, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent all round CRM application - Easily customisable for any industry"
What do you like best about Act!?

The ease of customisation The variety of installation options - On-premise; Self Hosted Web, Swiftpage hosted Web, Mobile Application Flexibility Ease Of Use

What do you dislike about Act!?

The built in quotation features are not sufficient and require the use of add on products Inability to globally update Contacts linked to Companies

What problems is Act! solving and how is that benefiting you?

Act! will only offer a good ROI if it is customised to suit the business requirements and users are properly trained. When Act! is implemented correctly businesses will have a full audit trail of client interactions. Once a customer has seen how Act! should be configured and they have been trained properly they love it.

Small Business (50 or fewer emp.)
Feb 05, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent & Consistent"
What do you like best about Act!?

I have been using ACT now for 15 years and have found it to be the most consistent CRM out there

What do you dislike about Act!?

I dislike very little, the mobile APP needs some upgrading to make it less clunky.

What problems is Act! solving and how is that benefiting you?

We use ACT to communicate (with a personal touch) to thousands of clients.

Mid Market (51-1000 emp.)
Feb 01, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Overall - very happy. Only problem was the mandatory upgrading process was painful"
What do you like best about Act!?

ACT is intuitive and very easy to use. It imports and exports nicely from or to Excel. Customizable fields are great.

What do you dislike about Act!?

The only thing that I disliked was upgrading the software to a new version. The process was far more painful than necessary.

What problems is Act! solving and how is that benefiting you?

I use ACT to maintain relationships with referral sources, prospects and clients.

Small Business (50 or fewer emp.)
Jan 29, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Financial Advisor - Alberta"
What do you like best about Act!?

I was referred to ACT! from another advisor. Before I purchased the software I was given a good overview of the functionality and capabilities the program offered. That way I knew that it was going to meet my requirements before I had to purchase it. I also liked the fact that I could pay for the program rather than having to pay a monthly rental. It was Canadian friendly ie: Postal Code vs Zip Code. Easy to keep organized with Activity Series and daily To Dos! I love the Emarketing capabilities for sending out Newsletters, Monthly Tips and Birthday Wishes!

What do you dislike about Act!?

I ask another advisor in the office if there was any thing that they just liked and the comment was “No, I love the program!” In the history on what type of an activity it is I would like a drop-down menu to make the titles that I would prefer

What problems is Act! solving and how is that benefiting you?

Being able to know where I’m at in the sales cycle.

Mid Market (51-1000 emp.)
Jan 22, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"ACT Tech Support is Second to Non"
What do you like best about Act!?

The knowledge these techs have to be able to solve my issues fast is incredible.

What do you dislike about Act!?

The wait on hold before getting connected to tech support.

What problems is Act! solving and how is that benefiting you?

I am new to ACT! so I had set up issues. But all have been solved with the help of the techs.

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