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Act! Reviews & Product Details

Act! Overview

What is Act!?

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Act! Details
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Act! Community
Languages Supported
German, English, French
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Product Description

Act! is a comprehensive customer relationship management (CRM) and marketing automation solution designed to assist small and midsize businesses in enhancing their marketing efforts, increasing sales, and fostering long-term customer relationships. This platform integrates various functionalities that streamline processes, making it easier for businesses to manage their customer interactions and marketing campaigns effectively. Targeted primarily at small and midsize enterprises, Act! caters to a diverse range of industries, including retail, professional services, and technology. The platform is particularly beneficial for businesses that require a unified approach to managing customer data, sales pipelines, and marketing initiatives. By providing tools that facilitate better communication and engagement with customers, Act! helps organizations nurture leads and convert them into loyal clients. Key features of Act! include contact management, sales automation, and marketing campaign management. Users can easily organize and access customer information, track interactions, and manage sales opportunities through a user-friendly interface. The marketing automation capabilities allow businesses to create, execute, and analyze campaigns across multiple channels, including email, social media, and web. This integration enables users to target specific audiences with personalized messages, ultimately driving higher engagement and conversion rates. Additionally, Act! offers robust reporting and analytics tools that provide insights into customer behavior and campaign performance. These features empower businesses to make data-driven decisions, optimize their marketing strategies, and allocate resources more effectively. The platform also supports integration with various third-party applications, enhancing its functionality and allowing businesses to tailor the solution to their specific needs. By combining CRM and marketing automation in one platform, Act! stands out as a versatile solution that simplifies the complexities of customer management and marketing. Its focus on small and midsize businesses ensures that users have access to the tools they need to compete effectively in their markets, build lasting customer relationships, and ultimately drive growth.

How do you position yourself against your competitors?

The all-in-one front-office solution for SMBs that thrive on loyal customer relationships.

We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.

Put Act! at the center of your daily customer relationship activities. Unite your customer data, sales and marketing processes, website, accounting system, business apps, and more for maximum productivity.


Seller Details
Seller
Act!
Company Website
Year Founded
1987
HQ Location
Scottsdale, AZ
Twitter
@ActCRM
5,419 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Phone
+1 (877) 228-8377
Description

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not process transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.


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Overview Provided by:

Recent Act! Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"ACT! is just what I need"
I have tried other database software and I love the ease of the product and the reports I can generate
MB
Marc B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Long Time User"
The ability to send personalized mass emails and letters.
AD
Anne D.Small-Business (50 or fewer emp.)
2.5 out of 5
"Act!"
I am liking using the cloud version. The Marketing Automation works much better in the cloud then the desk top.

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472 Act! Reviews

3.9 out of 5
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472 Act! Reviews
3.9 out of 5
472 Act! Reviews
3.9 out of 5

Act! Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
TD
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Act!?

My firm does Employment Candidate Generation. Act gives me the ability to store my contacts and find them very quickly if I receive a call. It is great to be able to look up previous contacts and sort them in seconds. I can also store resumes and documents with the contact.

I have clients in industries where I work with them many times. With the look-up feature, it is very easy to find and create a list of the names that I have previously generated Review collected by and hosted on G2.com.

What do you dislike about Act!?

The transfer of contacts from Excel into Act has some problems. I get databases rejected all of the time. In addition, when I import contacts, I should be able to import either by first and last name or by full name. You can't import First Name - Last Name in separate field contacts.

When I paste an email address into an Act contact, Act puts the email in the last field that I used, instead of the email field. The only way to fix the problem is to restart ACT. This happens probably 50% of the time that I use ACT. Review collected by and hosted on G2.com.

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

Act gives me access to the information that I want in seconds. It, also, gives me the ability to segment information however I want it which is a major advantage. I can bring up a record on a person who calls me in a matter of seconds while they are on the phone. I can also use the database to make calls and send emails. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Thank you, Thomas! We love hearing from our long-term customers and enjoy learning how Act! is helping their businesses around the world. And, thank you too for letting us know about your import issues - this is not the experience we strive to provide. Please reach out to https://www.act.com/resources/contact/ or call 866-873-2006 so we can get a few more details, and provide some possible solutions.

GK
Futures Broker
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

During "business hours" it is very important for me to arrange my day in order to get the most contacts out of it. Every body is Sooooo busy these days and even when you nail people down to a meeting on the phone they still often don't answer the phone. Nothing gets accomplished unless you have a live person on the phone and act helps me to arrange my day, my week to maximize these contacts and turn them into business. Review collected by and hosted on G2.com.

What do you dislike about Act!?

the cloud version is so slow to interface with what I am doning on my desktop. I make more than a hundred calls a day. When I make changes in my data base and send those changes to my cloud to keep, the buffering sometimes takes a minute -or two. Multiply a minute or two aby 100 callls and you are talking about a wasted hour and a half of waiting. Review collected by and hosted on G2.com.

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

I see you recently made some changes to the History tab. You people could let me know when you make changes like that after using it for a year. I have to go in there and figure out a way to take notes on the conversation and roll the contict out on my calendar for future conversation. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

We really appreciate your feedback, Gary, and are happy to hear that Act! is helping you manage your high-volume telephone and scheduling outreach. We are sorry to hear that you've experienced slow upload times. We recently released an update focusing on speed improvements and hope you see the improvements right away. If you continue to experience issues, please visit https://www.act.com/resources/contact/ or give us a call at 866-873-2006 to see how we can provide some assistance.

See how Act! improved
RM
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

It seamlessly and easily tracks all my activity with clients, referral sources, and lenders. Review collected by and hosted on G2.com.

What do you dislike about Act!?

The one feature wish it had the ability to tie a company to a group instead of just a contact. For example, I work with a wide variety of alternative lenders that provide different kinds of commercial financing. I differentiate the lenders by placing contacts that work for that lender in appropriate groups for the landing programs they provide, ie "Commercial Real estate Lenders that Lend to Bars & Restaurants". If the contact for that lender leaves that lending company, I would still like to maintain the company name in that group as a lender that provides that specific type of financing. Review collected by and hosted on G2.com.

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

It makes keeping track of contacts very easy. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Hi Reiner! It's great to hear that Act! is helping you track your clients and contacts! I have forwarded your feature request to our dev team. We really appreciate your feedback. Thank you!

SC
President/CEO
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Act!?

The ability to have every client at your fingertips, along with a detailed history of every meeting and/or activity, is monumental to the proper professional management of prospects and clients. ACT! has always been the main focal point of my business relationship process to ensure that I can be up-to-date and relevant and stay ahead of my marketing, sales and support communications with my prospects and clients. The program is extremely easy to use and has always continued to improve and fine-tune the performance and benefits. I also use Handheld Contact to keep the synchronization between my mobile device and my computer up to date. I have used ACT! from the very first day of its' launch back in April of 1987 and will continue to be a loyal user. Review collected by and hosted on G2.com.

What do you dislike about Act!?

Very few items come up that cause me to be concerned or frustrated with ACT!. After using this incredible program for over 35 years, When I see that there are some areas that might need some updating or possibly new capabilities that need to be added, it seems that they are included in one of the future updates that come along. Review collected by and hosted on G2.com.

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

Complete and accurate details of every prospect and client that I work with, as well as all of my agents across the country that work with me. I never have the challenge of not having the details or contact information that I need as well as what phase a person is in within my sales process or training process. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Thank you, Steven! We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. Thanks for sharing and continued success to you!

CB
Owner Broker
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

I really like our shortcut tools on the desktop version. Review collected by and hosted on G2.com.

What do you dislike about Act!?

The web-based version does not have any shortcut tools it's a shame the act has been around a long time, and you're ahead of the curve as far as shortcut tools. Those tools would be a game changer. Mid-management and upper management company I'm not sure if you're not looking forward or considering the fact a lot of people have used the desktop version in the past and are switching to other products, think a little out-of-the-box and how you can recapture some of those clients and be different than everyone else. I'm happy to give you half an hour of my time to consult with you to drive the company forward if you like. I'm guessing it's more profitable to move everyone off the desktop version to the web-based product, but you still need to retain some of the key elements you have printing printing labels also to with the shortcut tools, Review collected by and hosted on G2.com.

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

Not the best question we use it as a glorified rolodex in phone book the marketing tools that you have built into it don't quite integrate into other products out there for marketing Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Thanks for your feedback, Craig. I have forwarded it to our dev team. We are continually updating our cloud version with feature updates, and we hope you'll check it out again soon!

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Act!?

I have tried other database software and I love the ease of the product and the reports I can generate Review collected by and hosted on G2.com.

What do you dislike about Act!?

I am a one person office so sometimes I don't get things updated as I should and therefore, I don't use all of it's features, unfortunately. Review collected by and hosted on G2.com.

Recommendations to others considering Act!:

The upfront cost was a big budget item for a single business owner, but I can justify how I use it daily like other software. In addition, I purchased the latest version because my computer had crashed, so I am glad now to have the "cloud" version so I don't have to externally back up all the time. Review collected by and hosted on G2.com.

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

I like to use the tasks feature and it works very well as reminders for me . Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

We are thrilled to hear that Act! is still helping you run your business, after all of these years! Thank you for taking the time to leave this review.

MB
Vice President - National Sales Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Act!?

The ability to send personalized mass emails and letters. Review collected by and hosted on G2.com.

What do you dislike about Act!?

I had a 8 GBs of memory which is what the web site said was the minimum but you really need at least ``16 GB. I got a new 32 GB computer and it runs super smooth. Review collected by and hosted on G2.com.

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

It gives me the ability to categories my clients and prospects in groups and then send them specific communications that are personalized. I can send 500 communications in a day and it looks like I sent a personalized email to every one of them. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Hi Marc, it's exciting to hear from our long-term customers - especially those leveraging the power of CRM and the time savings that come with marketing automation! We hope you'll reach out to our support team for assistance with your Outlook integration at https://www.act.com/resources/contact/ or call 866-873-2006 as we want to help however we can.

JD
President. Head Cook and Bottle Washer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

The way it can coordinate To Do's, Calls, Meetings, Opportunities, Detailed client information Review collected by and hosted on G2.com.

What do you dislike about Act!?

To do, Call and meeting notes need a date and time stamp. I've communicated this for years to ACT! but to no avail. One of the add-on companies include it in their array and it was one of the main reasons I bought their product. You finally cleaned up the iPhone app, but it was a long time coming. There's still no Mac version, which forces me to maintain a separate PC computer basically just for ACT!. Intergration with Outlook doesn't function well even with aftermarket add-ons. Review collected by and hosted on G2.com.

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

Acting as my external memory. Everything I do, I tell myself to get it into ACT! so I don't forget it. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Hi Joe, Thank you for taking the time to provide this feedback and letting us know that Act! is helping you keep track of all of the moving parts and pieces to your business. That said, if you continue experiencing integration issues, please reach out to us at 866-873-2006 - we’d like to help you however we can.

SB
Director of Business Development
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

I have used many CRM's and ACT is the easiest. I can get a good look at my company contacts, notes and activities with minimal effort. I love the pop-up reminders for tasks I have set. Also very easy to implement. Customer Support and Onboarding is great. Review collected by and hosted on G2.com.

What do you dislike about Act!?

Although it has some reporting capabilities, I wish it had more. Review collected by and hosted on G2.com.

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

ACT helps me to know what is going on in everything company including prosects, active clients, past clients and allows me to prioritize what client to work with and how. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Thank you, Sandra, for taking the time to leave this review. It's great to hear that Act! is helping you manage your clients and prospects and prioritize your work - with popup reminders for your important tasks! We'd love to learn more about your business and highlight it on our Success Story webpage and social channels! If you'd like to share your Act! Success Story: it's easy - just paste the following link into your browser to get started. We hope to hear from you! Thanks again for sharing, and we wish continued success to you!

See how Act! improved
AD
Inside Sales Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Act!?

I am liking using the cloud version. The Marketing Automation works much better in the cloud then the desk top. Review collected by and hosted on G2.com.

What do you dislike about Act!?

It is hard to use. I have spent hours with tech support on the phone trying to get our ACT! updated to the newest version. I am still not done. I'm not sure why you have to have a remote data base so that the desk top version speaks to the cloud. Review collected by and hosted on G2.com.

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

I "think" it is helping us with our marketing emails better reaching our customer base. It is much faster than doing it through Outlook. However, the dashboard reports don't make sense to me as I know I am sending out more than it is showing. Review collected by and hosted on G2.com.

Response from Leslie Reynolds of Act!

Hi Anne, Thanks for sharing your feedback. We’re sorry you’re experiencing a problem like this as we devote a lot of resources to Customer Success because we know it’s critical to your success and ours! We hope you’ll give our Support team another try at https://www.act.com/resources/contact/ or call 866-873-2006. We look forward to hearing from you.