by Swiftpage3.7 / 5 592 reviews
Reviewed on 31/10/2019
Long Time User
Comments: Because we have at least 3 people involved in one transaction, the relationship tab helps us tie them together to the transaction. We can toggle back and forth easily without having to search another name. It's quick and efficient. With our customized fields, we can easily see years of history for a client on one page. We have been frustrated over the years by the number of crashes and freezes.Occasionally an import will not import correctly and the data in put into the wrong fields. The support help and support page of the marketing automation is very poor and lacking in depth training on creating/sending eblasts. There are is no advanced level training for the eblasts and drip marketing.
Pros: This is a robust software program. We have added many custom fields that allows us to track a lot of data really dig into for trends and statistics. We love how history is captured a for all the activity we do for and with a client. We rely on the relationship tab heavily as multiple people are involved in a transaction. We are really enjoying the new Marketing Automation. It has a lot of robust features that we are just beginning to tap into. We also like the groups feature. We have hundreds of groups that we can run reports and create statistics from. We can see how many groups a contact is part of which helpful as well. I like the statistics ACT generates from drip marketing. Knowing what emails bounced back or who opted out helps us improve our data.
Cons: When searching for a person, it doesn't give you the option of having similar names - the spelling must be exact. It crashes when we are in the social updates tab. Customer Service: Often the techs are hard to understand. The time we spend on the phone with customer service on average lasts about 1/2 to an hour depending on the issue. That is a big interruption to our workflow in the office. One thing I wish ACT would do is send to 2 emails at once. When sending out an eblast, it pulls from the email field. If there is more than one email address followed by a semicolon, it won't send to both. It bounces back.
Reviewed on 01/08/2019
Comments: I have been using it non stop since the earliest versions - that should tell you that I am very satisfied with it.
Pros: I have been using ACT for over 25 years and have seen lots of versions. I like its flexibility and that I can put users into multiple groups, It would be impossible to design a program that did everything everybody wanted it to but ACT comes close. I use it for sales, marketing, personal groups I coordinate, keeping track of some of my customers' customers. It can interact with Outlook and Google's calendar if you use either of those programs. I am a Premium member. The bad side to that is it is a little pricey - about $0 a month. The good side is that I always have the most up to date version. The customer support is wonderful if you are a premium member. Whenever Microsoft Windows has an update a lot of my programs need some adjusting. ACT requires the SQL to restart but that is a simple fix. If/when I have had issues I couldn't fix I just made a call and their support team was terrific in helping me. I like the fact that it is cloud based so I can access it on my tablet or cell phone or any computer anywhere. At my office I use the offline version and simply update the sync to the cloud. I have it set to update overnight also. One of the features I like best is the history. It is great to be able to look back to meetings, calls etc to see what I said, did etc. The library of forms is very useful also - create a form, letter - whatever - and you have a pre printed template you can utilize for multiple clients or for just one. It holds tons of contacts also.
Cons: I wish it had more options for the ID/Status cells. The group function sort of does that but not like I need it to. Having 3, 4, 5 or more ID/Status cells would be very useful. Most of my clients fall into more than one category.
Reviewed on 30/07/2019
Customer relationship management in a neat little package!
Comments: Act has become a valuable database of information for our teams, storing all manner of customer and company information that we can utilise for various means. It is a valuable asset for us and will no doubt continue to be in the future.
There are multiple benefits to using Act as reported by our users. The Act database allows for a large quantity of information to be stored, meaning we were able to decommission several other systems holding various bits of customer data by merging it into Act.
We have found pricing to be competitive on a per-licence basis which suits us as a small team working within a non-profit organisation. Act makes it easy for users to update already stored customer/company information, so we always have up-to-date data for contacting, addresses, etc.
Communications to customers/companies are tracked in Act so other members of the department can see who has communicated with who, and what the correspondence was – this is useful if a member of staff is off and another needs to pick up some workload. On the technical side, updates and hotfixes are provided regularly and it is relatively easy to install these during periods of downtime. The UI is easy to navigate, with clearly labelled menus and an in-built help area.
Cons: We have found it somewhat difficult to integrate Act with our current systems and have resorted to manually exporting CSVs with information to import into our systems. This is a legacy process and may have been improved upon however, we haven’t looked into this. We have also had to purchase add-ins to enable certain features such as opportunities tracking, but Act plays well with these add-ons, so this is not too much of an issue for us. From an admin’s perspective, it has proven difficult to set up an automatic installation that works with our MDT deployments, but we roll out images with Act on rarely, so this isn’t too much of an issue. Perhaps in future, updates could be made to the UI to make it look a little less dated and bring it up to clean, modern, standards.
Reviewed on 21/05/2019
Act! is a flexible tool to track data the way you want to see it.
Comments: Act allows us to manage a vast database of over 85,000 contacts and 15,000 companies, as well as over 100,000 Table records between the two, with ease. Any information we need to find or update with these records is as easy as it gets, and makes our customer service team's jobs a relative breeze. There are hiccups here and there, especially with newer features to the program, but there's never been any issues that interrupt work or cause data loss, and the tech support available is very handy at resolving any issues we might have.
Pros: Everything in a Contact or Company record's layout can be customized, moved around, hidden on a per-user basis, and otherwise manipulated however your organization needs it to be. My company makes heavy use of this feature, having multiple team-based layouts that present the most important data to those teams prominently. We also greatly enjoy the software's ability to perform advanced queries on the data that can be saved and re-run with a single click to provide accurate reports and drill down to specific needs in moments.
Cons: There are quite a few features that feel incomplete or at least not fully integrated. For example, the software comes with the ability to create and Mail Merge templated emails that imports information like a contact's name, and the Smart Tasks feature allows you to automatically perform certain tasks including sending an email to a contact, yet for some reason you can't do both - that is, you can't set a Smart Task to perform a Mail Merge to a templated email and send the result, meaning that the automated emails cannot contain information personal to the contact such as their name.
Reviewed on 29/01/2019
Value of using Act
Comments: See What I liked most.
Pros: Started using Act about 25 years ago. Have added contacts since and used most of the features. Over time the use of certain features such as mass mailings to customer lists have faded, and now occasionally by e-mail. Over time I have come to value how I can locate someone that was a customer years ago, and have a complete record of a transaction, conversation or specific subject we were involved in. You have to learn to use for nearly every phone conversation or piece of correspondence. If you do, you will always be able to revert back to a contact, and who said what when. What correspondence was involved etc. To say nothing about scheduling appointments, and being reminded of birthdays and other important events. Act is the backbone of my business and personal contact information. Invaluable and used every day. I have used over may revisions and Company changes. Sometimes the customer service is better than others. Presently the Customer Service is Excellent. If you are a first time user or considering starting to use it I would recommend you take a course on using it as many of the features are not apparent unless someone shows them to you. A great tool to keep track of what everyone on your team is doing and as they move on a record of what they did and who was involved. A great tool that I rely on daily. Happy to spread the word.
Cons: Many features that I never use, but see how others would. Don't like having to use MS Outlook for e-mail. Would like to access completely by phone, but my database is too big.
Reviewed on 05/01/2017
How act is helping me working at 74 as a sales man
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.
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.
Reviewed on 09/10/2017
I may be prejudiced but I love this product
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.
Reviewed on 11/08/2017
ACT is a great software product that allows you to integrate your database and track your clients
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.
Reviewed on 29/01/2019
Financial Advisor & Group Benefits Specialist
Comments: Keeping track of where I am in a client sale cycle and note taking of conversations that are time stamped help keep me compliant which is crucial to my business . When I open ACT! each day I get the reminders of what I am suppose to do to keep me on track is time saving to me.
Pros: I have used other CRM platforms and ACT! for advisors is a very friendly system to learn. I was referred by another advisor to have a look at ACT! and when I inquired I received an excellent one on one training/review of the product. I was able to ask about specific features that I wanted in a data base and they were part of it. I live in Alberta and they changed some of the titles ie: Zip Code to Postal Code. I was able to add some of my own specific information boxes ie: Firm Number. I was able to purchase the software without having to pay for it on an ongoing monthly cost. Sharing data with multiple users/computers. The eMarketing feature I use all the time. I am able to build my own newsletters and monthly tips to send out with ease. The support team has been helpful when I have a question.
Cons: I thought I would see if I could get some feedback from someone else in my office if they could think of something they didn't like but his comment was " No, I quite like ACT!". If I were to suggest one thing would be when entering something on the History - Type I wish we could edit those categories.
Reviewed on 29/04/2019
e-marketing, marketing automation
Comments: I would pay twice if I will be able to go to previous abilities that ACT has
Pros: Act itself is as a good database software. Compering to previous version synchronized with Swift Page it has a better platform to create a template. There are other things you improve but for our small company we do not use them (like several times of sending same e-mail to one customer)
In Marketing Automation:
- you can not add and SAVE our data base fields in the template
- you can not send an e-mail from the template to one person (only to the group)
- you can not sent an e-mail to lookup (every time you must create the group from lookup)
- may e-mails is getting lost (in our 2 campaigns about 20% e-mails were not delivered)
- you can not add and SAVE our data base fields in the template
In your previous version of ACT I was able to add fields from my database SAVE them in the template and send them to lookup without a need to create the group.
And your customer service ??? I believe you can do better work.
For example - I wrote an e-mail to you about month ago - with totally no answers from you.
by Swiftpage on 30/04/2019
Thank you for taking the time to leave a review.
I am sorry to hear that you are having trouble with the new Act! Marketing Automation. Please email me at [email protected] and I will escalate your issue.
Reviewed on 31/10/2019
A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER
Comments: We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom
Pros: I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing
Cons: There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.
Reviewed on 01/02/2017
ACT! 19 much better than 18
Comments: 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.
Pros: Organization and logic
Cons: Syncing with Outlook and Gmail can be difficult.
by Swiftpage on 06/02/2017
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
Reviewed on 16/04/2017
22 year plus customer Sage / Act
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.
Reviewed on 05/04/2019
ACT functionality in 2019
Comments: Functional software for contact and opportunity management that has been in use for over 20 years with a consistent interface. All contact management software requires a learning curve to effectively use the software. My consulting clients do not use the marketing component of ACT, so those features have not been evaluated as of yet. ACT has gone through a number of owners, and the current owners seem to be putting in the effort to keep pace with Microsoft Outlook. Quickbooks integration could still be better though, but cooridnating with third party vendors will always be a challenge.
Pros: Consistent interface through the years, reliable functionality and easy to resolve simple issues. Even in a small business, hosting the database on a consumer grade PC and operating system still provides a functional and fast connection. The ability to create an offline database that can then be synced with the master database is very useful for laptop users. Finally in ACT 2018/2019, the interface between Outlook 365 (aka Outlook 2016) and ACT! is finally more reliable.
Cons: The time it takes to create a large offline database seems way to slow. Some troubleshooting issues require support from ACT!. I strongly recommend a support plan with ACT!
Reviewed on 09/08/2019
Solid and Reliable CRM Product
Comments: I've used ACT! in one form or another for over 15 years now, between several different companies, starting from when they were owned by Sage. ACT! has always been a solid, well-designed and well-performing product that puts managing customer's contact information, records and sales first and foremost. While some platforms have broadened their reach, ACT! has always stayed true to what they do well, which is manage clients and sales opportunities, which is what really makes sales.
Pros: ACT has been around for a long time, as has Swiftpage who aquired them. The software itself has continued to evolve and improve, but hasn't lost the overall feel it has always had. What I like the most is that they have cloud AND desktop platforms for those that might not need cloud services. They also have a large number of plans available, are affordable, and there are a good number of independent technicians out there that can help you with your data, and design third party add-ons too.
Cons: The recent change that does not let owners of much older versions of the software activate what they already own has me concerned.
Reviewed on 03/05/2016
Best featured and Best value CRM for Small business
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.
Reviewed on 29/01/2019
Product Great but Tech Support Stinks
Comments: I've been using Act! since the early 1990s, in three different industries. For the first industry, it increased my close ratio of willing qualified buyers from around 80% to over 95%. In the second and third industries that metric was not easily measurable because of long relationship lead times, but it dramatically assisted efficiency.
Pros: Ease of use, flexibility of design, reports, ability to track relationships across multiple contacts, and mass mailing abilities
Cons: Seems a little unstable at times for some features, and tech support is a game of Russian Roulette with perhaps one person in 10 who can troubleshoot a problem and fix it. The rest seem to be untrained, seem to have no analytical skills or trouble shooting abilities, seem to be reading off knowledge base scripts, and often make or recommend changes that end up making matters even worse. The product is WONDERFUL when it works properly, which is most of the time. But lookout for 2-7 days of downtime if you hit that problem that is too much for the low level tech support people.
Reviewed on 29/01/2019
"Get Your Act Together"
Comments: I am keeping my Insurance and Retirement Planning business running with it and I believe I first started using ACT in 1994. The basic functions that I use it for are easy to learn and use. I sure wish I would have had the chance to take courses on ACT, Excel, etc... while in college but when I graduated in 1979 there were no such things.
Pros: What's not to love? It keeps my contacts names, numbers, addresses, emails, etc... sorted. I can mark/tag them for different groups, find them, note them, write them, sort them... I can schedule me calls, meetings, to-do's with alarms to remind me. I LOVE MY ACT!
The only reason for the 4 stars is because this software will do so much and I being age 60 and not growing up with computers all thru school... I am probably not doing one tenth of what I could be doing with ACT and yet it is still a LIFESAVER! Without ACT, I would NEVER be able to keep my "ACT" together... lol.
It makes me feel a little incompetent knowing there is SO MUCH MORE it could do for me if I knew how to do it.
Reviewed on 20/01/2017
Comments: 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.
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.
by Swiftpage on 30/01/2017
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.
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!
Reviewed on 05/02/2019
Comments: In my business, history is necessary. I have data going back over 25 years that is at my fingertips. That and along with the ability to design and set a drip system to my client base is a great feature. I am very happy with my ACT! program for my business use.
Pros: I have been a user of the ACT! program since I became a Realtor in 1990. It is one of the most versatile programs around. I am only using parts of the program necessary to run my business. It allows a comprehensive amount of information on each individual on record or family history. All activity is recorded in the history file for future reference. All Emails, letters and correspondence is attached to the individual for future reference. The groups that can be set-up
Cons: There is nothing that I dislike about this program. It has all of the features that are needed to run a business. There are also features included that are helpful in record keeping and developing schedules for a smoother day to day operation.
Reviewed on 02/05/2019
Act Upgrade and use
Comments: Has been a good tool for us as a small to medium business but beginning to require more functionality - support for the latest upgrade has been very intense and expensive
Pros: Elegant solution that works across a range of devices with possibilities for a range of integrations much more cost effective than the competition for small businesses
Cons: Not always well integrated with other platforms eg leadpages etc - needs an intermediary or requires support of an ACT consultant to implement many integrations.
Reviewed on 06/01/2017
Good and Bad
Comments: 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.
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.
Reviewed on 05/01/2017
The Most Intuitive and Powerful Sales Tool You Can Have
Comments: 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.
Pros: Scalability and ability to customize
Reviewed on 20/01/2017
Comments: 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.
Pros: I can track my customers and their email addresses.
Cons: The confusion with accessing customers.
by Swiftpage on 24/01/2017
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.
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!
Reviewed on 14/12/2017
THe company has been using it for at least 10 years
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....