Recensioni su Act!

Magical Act !

Commenti: My experience with Act has been wonderful. This software is a real gift, a real treat. It's so fantastic how it allows me to automate my business. Very easy to use, I can easily retrieve information on customers; I also have a history of my mails, calls and letters.

Aspetti positivi:

I like this software. Being able to improve my communication, increase my sales and ensure the loyalty of my customers is so magical! And the ease of remote tasks is just incredible. And to think it's so easy to use!

Aspetti negativi:

Nothing to complain about! This software works like a charm and is easy to use.

Easy tool

Commenti: Only had the change to use free trial, integrated with Sage 360 as it is owned by Sage. Created a few marketing automation and went live as well, got great results, it had potential. Used its app also to track progress and results.

Aspetti positivi:

Mostly used Act's features of contact management and marketing automation in CRM, it has a feature that brings together all of the customer data into a centralized database. Using automation tool is so easy and helps you track every steps.

Aspetti negativi:

Not so many features but the essential features are enough to get what is really needed. The support for the product has ended.

President and CEO

Commenti: Had the product since 2006 and only one time was the a small problem fixed that day! A great product!

Aspetti positivi:

What's not to like First of all Client set up is a breeze! Once entered all notes are time dated. To email your client their is an Icon click on it and it automatically opens up Outlook and fills out the email address. Send and email and it keeps a copy of the email you sent to them and or received from them time dated. It allows you to set have set groups of which you can email everyone in that group. For instance maybe you have people who use tank cars, people may use box cars or need certain products you can have send a blast just to those people with a simple click on the group or groups. Want to see the locations a client there is an ico click on that a google maps opens and you can do a satellite view. Suffice it to say it does everything but wash the dishes.

Aspetti negativi:

Nothing! The survey is asking for a min of 40 words to describe what I don't like ok its not free!

ACT has many features, but most of them are cumbersome and lacking full functionality.

Aspetti positivi:

Our office has been using this product since before I started. It is a solid database program and if that is all you want to do is have a large database of contacts, then this performs well.

Aspetti negativi:

I dislike how this is still only available for windows computers which makes communicating information in an office with both Mac and PC impossible. Also, the outlook plug in that allows emails to be synced with a contact in ACT will only link emails to the PRIMARY contact. So that means you have to manually sync that. If you are emailing over 100 emails a day, you end up either spending most of your time manually syncing contacts or just foregoing this feature. Also, you can only add 4 contacts to a company. Often times, we need to have upwards of 6-10 contacts for a company so the inability to add more is a huge issue. And since ACT isn't online, any changes made on any employee computers while not connected to the server means no one else has access to that info until they make it back to the office to sync. Which means our data is never fully up to date. There are so many problems with this software that we often don't try to take advantage of any of the other functions.

Vacuum Excavator Hire

Commenti: Great service, great support, great product so I'm a believer

Aspetti positivi:

Easy to set up and does what it says on the tin

Aspetti negativi:

We are happy so there are no cons for us

Act and your need for a CRM

Commenti: Without the introduction of a CRM, i doubt we would have had the client retention we have been lucky to have, we had trialed other CRM's, from free online to high cost ones like Goldmine - they all do much the same but our need to a specific way of accessing and manipulating our data left us with Act as the only real option. One option was to have a bespoke system but costs in the region of £100,000 and constant support didnt make much business sense at the time and after seeing similar projects fail at rival companies we think the route we took has been justified

Aspetti positivi:

Having the ability to scale requirements has helped the business grow without huge outlay. Has the capability to use high end hardware and now has a Cloud based solution so removing the need for costly onsite equipment if required

Aspetti negativi:

As usual costs, the license model has change from perpetual to the per user per year, the Cloud based variant is expensive but comparable to others. The need for a 3rd party module to fully use the software for our needs has increased usability but at a cost, would of been nice to include in subscription

good CRM for the money

Commenti: using it since v2.0. using it since v2.0

Aspetti positivi:

the basic CRM function, the basic CRM function

Aspetti negativi:

priced a little high, some minor bugs still in the product, differences between Web and local PC app

Beware! Do Not Purchase this Product! Waste of Time!!!

Commenti: I had a horrible experience. I paid for ACT standard ($40). Features such as call list and hot sheets were not available although it was it came as a stand feature on their website. This web-based software had the following problems:
1. Uploading contacts from CSV file.
2. Marketing automation does not give a call list.
3. Bounce backs and unsubscribes are very difficult to find.
4. The features that are touted for ACT! CRM standard did not exist. I cancelled the subscription after 1 week. The sales office said that I would have access until February 11, 2021. One day after my cancellation, I could not access my data. I called sales, then technical support and stay on the telephone for 35 minutes to get the issue resolved. After I finally gained entry, my email campaign had disappeared. Save yourself some time and heart ache. Do not use this software.

Aspetti positivi:

There is nothing good or helpful about this software.

Aspetti negativi:

The trial is not really a trial because you cannot see how their marketing automation works.

Simple to Start Using!

Commenti: I have used ACT! in three different businesses. One of them eventually bought a much more complex database and I was so pleased how well all my ACT! info was integrated into the new system. Another was a non-profit that didn't think they could EVER afford a sales database. They are now using ACT!

Aspetti positivi:

I love how simple it is to get started with this program. It is a great database for the business that has NEVER used one. It keeps all my information, notes, contact information and documents all in one place. I have used it in three business that previously had nothing but spreadsheets.

Aspetti negativi:

The program does so much, that someone is not technologically savvy has trouble using all the features. I think more people would be willing to "give it a "try" if tech support was free.

ACT is a great product

Commenti: Over the last 30+ years of using ACT I have been totally satisfied, and I have found nothing better.

Aspetti positivi:

I have been using ACT for over 30 years, it is easy to use, comprehensive, works great either on my PC or with the Cloud. ACT's customer support is the best I have ever used.

Aspetti negativi:

Actually, nothing!

Basic CRM that does the job

Aspetti positivi:

ACT is easy to use and does what a CRM is supposed to do: manage contacts and contact information. It is easy to create contacts, companies, links and search for them. It can be used offline which makes it extremely convenient when there is no internet access (eg: business trips). The DB will synchronize when you are back online. Another thing is that it is an off the shelf product: it does not require any development to configure.

Aspetti negativi:

The software lacks customizable reports and dashboard. It is extremely complicated to setup a good dashboard with the reports that you need. There is not much options or flexibility, and the display does not always end up being right (missing items). So it is not the best for sales/opportunities management.

Feels like home

Commenti: Loving it so far - feels like coming home.

Aspetti positivi:

I used ACT! for nearly 20 years in my previous role and when I went freelance I really missed it but thought it was not affordable. I am now so busy I really needed to get organised and I was pleasantly surprised at how affordable it actually is. It only really needs to save me one hour a month to give me more than return on investment - and it did that on day 1!

Aspetti negativi:

I made a silly error uploading and couldn't figure out how to undo so I shall be calling on the onboarding team for help.

ACT! for NGOs

Commenti: I generally find ACT! basic but easy to use. You find there what you need - particularly the database management.

Aspetti positivi:

I have pioneered the purchase of ACT! in my company. Back then, It offers a perpetual license per user which is great as you don't subject yourself to a monthly or annual subscription. I love the fact that ACT! marketing can be customised and very rare that it falls under the promotions tab of the email recipient.

Aspetti negativi:

ACT! can only be linked to a certain version of Outlook which i find not helpful. Not all the licenses we purchased were maximise as they find ACT! a work duplicate particularly on the finance side since only selected accounting software can be integrated in the ACT! system.

Small Business Owner & ACT! User since V2

Commenti: I'm a small business owner, mostly focused on selling services and ACT! has enabled me to manage all aspects of selling, marketing, client communications and far more. Great customer support over the past almost 30 years as an ACT! user.

Aspetti positivi:

Ability to customize the product for my preferred activities - follow-ups, invoicing, managing client relations, sales pipeline tracking and more.

Aspetti negativi:

Nothing to complain about as they've gotten the product to work efficiently with the past 6 or 7 versions. Upgrading used to be inconvenient but they've made the upgrade process seemless

Good first CRM

Commenti: Positive experience and we are using the custom fields. I wish you could make some fields limited based on other field inputs. ACT! is great if you are just getting into CRM and want to get your business up and running quickly, this is one of the reasons it is such a popular choice. They have been doing CRM for a very long time.

Aspetti positivi:

Easy to setup and have customized fields. They have an option to run on your own server to avoid monthly fees of other CRM options.

Aspetti negativi:

Once you have over 10,000 contacts. It is harder and slower to organize CRM. Works much better for smaller contact lists.

Customer relationship management in a neat little package!

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Long Time User

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

I used to love Act!, but now I'm looking for a better product that actually works for me

Aspetti positivi:

I have been using Act! for decades via its various owners and takeovers. It served me well in sales and marketing, and now I use it to track my legal clients and court hearings, trials, etc.

Aspetti negativi:

It does not work in Windows 11, which came with my new computer. Your Tech Support was no help, telling me simply that Microsoft knows about it and "someday" will have a fix. Meanwhile, with a local technician, I had to roll back to Windows 10 (hundreds of dollars paid), then I had to pay a remote Act! specialist (not your employee) to help to get it to "work" even in Windows 10. It barely works now, freezing up constantly and repeatedly throughout my workday. It is practically useless, but I bear with it until I can find another product that works for me.

ACT is a great software product that allows you to integrate your database and track your clients

Commenti: 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.

Aspetti positivi:

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!

Aspetti negativi:

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.

Amazing Software that has help me accelerate my business

Commenti: Overall, I have been able to track and provide my sales and marketing success to my owners. It's important to measure your success and Act! has made it simple and easy to use.

Aspetti positivi:

I enjoy having task and opportunity options. It makes me organized and I can manage my time. I love marketing automation as it's difficult to reach out to hundreds of contacts at a time.

Aspetti negativi:

I would like to change the colors of the program. The blue and white are a little too overwhelming for my eyes. I would like "Dark Mode" if that would be possible.

22 year plus customer Sage / Act

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

2021 ACT v22 Review

Commenti: Overall, from 1991 up until summer 2020, has been pretty seamless using ACT and upgrading from previous versions to current versions. The last v22.0 upgrade I installed, gave me the impression that someone at ACT was more concerned about getting their bonus and 'rushing' out this new version, than making sure an 'error free' product was released. This combined with the elimination of service contracts, gives the impression they're going to "milk the cow" and end up closing up the business and leaving customers stranded.

Aspetti positivi:

Familiar as I have been using ACT since 1991, starting with v2.0 and now have v22.1.

Aspetti negativi:

ACT worked 'great' up to and including v21. Since the release of v22, I get ACT "NOT RESPONDING" messages 6-8x per day and need to completely reboot my laptop. Also with v22, I have randomly and periodically had (2x) my template for Contacts changed/rearranged. This combined with the elimination of service contracts, makes using ACT and potentially upgrading to the next version of ACT "unattractive".

Act is great for marketing

Commenti: Our marketing team is virtual and located all over the US. We use Act for all our marketing accounts. Our administration uses Act for business development as well as our marketing team for each and every campaign.

Aspetti positivi:

We have been using Act for 18 years. It's a nice product with as many bells and whistles thats needed for a CRM. Its easy to implement and set up databases. It has the necessary features for analytics and reporting for clients.We plan to upgrade to an Act cloud version soon.

Aspetti negativi:

The only feature I would like to see added would be an internal voip so that you could hit the call button and Act would dial automatically.

Act is the affordable options

Commenti: Overall Act has been a strategic software choice for our organization.

Aspetti positivi:

Act has a lot of the features more expensive CRM’s offer without sacrificing usability or features. It is feature rich and simple to use.

Aspetti negativi:

Act hasn’t had many changes in the last two years. I would like to see more growth for this product.

UI Improvements

Commenti: Great. I've been working with [sensitive content hidden] for the past few weeks and he's been extremely helpful. We are only a small organisation but he has taken care to guide me through the transition step by step. He couldn't have communicated

Aspetti positivi:

Online features make it easy to access data.

Aspetti negativi:

The UI could have some significant improvements. Immediate suggestions for the online version would be: - Include keyboard shortcuts - Ability to clear the search function with the click of a button - Improve layout editing more user friendly