Avaliações do Act!

Love the ease of use for both entering data and retrieving info

Comentários: I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Vantagens:

The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Desvantagens:

I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

Easy tool

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

ACT CRM, Great Starter CRM.

Comentários: For many years that I did use act I really enjoyed it was a great tool getting used to working with it was very easy for me. we did a lot of customization to the dashboard added some imagery additional fields it was really awesome. We didn't get to the point to using their marketing campaign products but the email templates were really awesome really awesome

Vantagens:

I really liked the contact management history management email integration and tracking grouping of contacts opportunity groups add opportunity ratings.

Desvantagens:

Act is a really great entry level CRM it has some functionality's third party capabilities other products you can purchase from the store but it just doesn't have what it takes to get you over the hill when you get a little bit larger

Amazing Software that has help me accelerate my business

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Great product with room for improvement

Comentários: I have been using Act for almost 10 years. It's a quality product for the price point. Good customer service, highly responsive.

Vantagens:

I like that they created a cloud version for people on the go.

Desvantagens:

The over design or look of the desktop version is old and kind of dated. It can be updated if I choose to. But that will take time. A larger selection of templates would be excellent.

Act and your need for a CRM

Comentários: 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

Vantagens:

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

Desvantagens:

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 As A Contact Manager, Not As A 2020 CRM

Comentários: ACT! was very helpful in moving our business forward at a time where we mainly needed to focus on contact management. Now that I need a true CRM, there are better alternatives for us.

Vantagens:

I used ACT daily for years. It works well as a contact manager and can help track email conversions through an Outlook plugin.

Desvantagens:

The program lacks the advanced functionality you would expect with a modern day customer relationship management software. The design is also extremely dated.

Act!

Comentários: ACT! is a near perfect solution. It's a pleasure to use.

Vantagens:

ACT! is the best CRM available and has stood the test of decades. No other CRM comes close. It's report structure is unmatched as is the customizable features. ALSO - exporting and backup are relatively easy to use. It has a very nice user-intuitive interface.

Desvantagens:

ACT! is no longer available as a purchasable software but only as a subscription. Also the syncing of clients from email would be nice as well as better syncing between email client and ACT!

Act! has changed a lot over the years

Vantagens:

initially, I liked the ability to manage my various lists of contacts.

Desvantagens:

Lots of duplicates get created by not being able to have a master database with the option of placing contacts in multiple categories and then creating separate lists per project that do not change as the master database is updated. I want to be able to see what contacts I sent information to two months after I built the list so I am clear where we had a miss when we learn of updates/new contacts, but Act does not allow that.

Avis act!

Comentários: it is software that allowed me to organize myself and save a lot of time, however it is impossible to change the colors of the program and slow in any type of process, no interface either

Vantagens:

it allowed me to organize myself and manage my time and also a possibility to connect to outlook and keep the communication history

Desvantagens:

impossible to change program colors and slow in any type of process no interface either

ACT! for NGOs

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

Vantagens:

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.

Desvantagens:

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.

Awful experience with Act!

Vantagens:

There is absolutely nothing I like about this software.

Desvantagens:

Zero functionality. It can't pull any reports that are meaningful. When I think I can pull a report that is meaningful, I realize the data isn't even correct. It has almost no dynamic features; for instance, it can't update data by pulling it from another source; it has to be manually changed, which leads to errors. Also, Act! web premium only works if you have a really high quality internet connection. For example, we have 100MBPS internet; however, the speed is very inconsistent, which causes the Premium web version of Act! to constantly crash every time the internet slows down, while any normal web app would continue to load, or try to load, or just slow down. But Act! doesn't have that functionality; it just crashes, becomes unresponsive, and doesn't save any of the data you just input. When you restart your browser, it makes you sign in again. Also, almost no functionality is available on the web app; you can't delete contacts on the web version; you cannot import anything into the web version, and you can't manipulate any data. You can only input completely new data. It's literally awful. Contacts don't link well with groups or 'companies.' If you have seven people working for the same company and that company moves offices. If you change the address to that company, you have to individually change those seven people who work there. But the worst feature is the importing tool. You can't import in any 'advanced' way at all unless you pay for an importer tool, which you can't be sure will work for you. When talking with our third party Act! customer service person, I asked if I could try the import tool to make sure it did what I want before I bought it, or if I could have him try it for me to make sure it worked, and he said "No. There is no way to provide that service." When asking a simple question like, "So your input tool didn't find the duplicate contacts and just imported 700 duplicates. Is there a way to delete the duplicates all at once? Because all I see is an option to delete the duplicates one by one?" they told me there was no way to do it but that they would charge me to have them delete them for me. And I was quoted at an over 50 hour project quote, for something that took me one minute to do. So I just restored my backup file and started over. Also, I purchased a duplicate removal tool that was developed by a third party software company, and I thought it would work great, but it turns out that half of the contacts in the system had been uploaded with their full name as one fiedl and the other half with their first middle and last name as different fields. There is now way to differentiate this in ACT because it displays them the same way, so it merged all of the John's into one John contact. So again, I had to restore to a backed up database. The Swiftpage integration is awful. The only way I am able to use Swiftpage to any success is to export every single email, name, and address in Act! into an Excel spreadsheet, remove any duplicates, sort by region or the way I want to set up groups to email blast in Swiftpage, go to the actual swiftpage6.com website and upload the spreadsheets into Swiftpage manually. The Swiftpage email marketing HTML editor is also pretty bad. You can write beautiful HTML to display a great email, but Swiftpage mutilates the code in ways no one could ever understand. I am a professional coder - javascript, html, css - and it takes me hours, sometimes days, to design a marketing email that displays correctly in any sort of email client. In fact, it doesn't even ever look great when it's done, even after all the hard work. I would highly recommend any other email marketing company other than Swiftpage. I was on hold with a Swiftpage rep once for over three hours to find out why my email blast which was supposed to be sent by 10AM was still in the queue by 7pm. It actually didn't go out till almost midnight, and we had a 3% open rate, when we normally have a 15% open rate with other email marketing software. Please, please please do not buy this. With a database as important and large as mine, it's going to be extremely hard to switch to another software without major delays in service. The company has used it since 2002, and there is a lot of important data that needs to be imported into to a new system. It's going to cost a lot of money to do, and we will do it, but I just pray and beg that no one else ever has to be in the same situation that I am in if they don't have to be.

Value of using Act

Comentários: See What I liked most.

Vantagens:

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.

Desvantagens:

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.

Act! is a flexible tool to track data the way you want to see it.

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

I may be prejudiced but I love this product

Comentários: 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.

Vantagens:

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.

Marketing Automation AWFUL - Zero support

Vantagens:

The way it’s supposed to work is ok. Not great. But getting it to work is a very heavy lift. And with inadequate support, it’s totally up to the user to figure it out.

Desvantagens:

Where do I start? Bottom line is that setup for marketing automation is nearly impossible. I’ve used successfully ACT! for more than 20 years. But marketing automation is a disaster. The documentation is unhelpful, and in some places, downright incorrect. It has lots of broken links. And their support staff, all offshore, knows nothing about how to help with the marketing automation feature. I had to hire someone who finally figured it out, by trial and error, after several weeks of work.

Avoid this software!!

Comentários: Support is brilliant, product is awful, the developers are changing features all the time, it has many incompatibility issues with outlook and web browsers, in all the time we have had it we have had to rely heavily on support to fix things every single year. I don't know why I have stuck with it for so long.
Now they have done an update, removed the option to individually record email history so you have to record nothing or record everything coming in and out of your emails which clearly is not desirable!
the task box is small and basic which is how we track work in progress, the pop up calendar only pops up some of the calendar so you have to manually expand it to see the whole month.
when you update tasks and click ok to save it doesn't always save your information so when you go back into your task everything you have just updated isn't there, intermittent issues like this all the time.

Vantagens:

Now it is on the cloud rather than desktop version we don't need to synchronise as this never worked properly anyway

Desvantagens:

they are removing useful features every year to the point it becomes a glorified database, it always has technical issues of some description. they fix one thing and break another. It is very limited in what it can do, looks ok on the outside but when you come to use it you find that it is so limited it is difficult to make it work effectively.

22 year plus customer Sage / Act

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

This is the worst CRM ever! I wouldn't recommend this to my worst enemy.

Comentários: It is easy to use when it is working correctly.

Vantagens:

It is easy to use when it actually works. I receive emails advising my current version is expiring quite often so it keeps me informed regularly.

Desvantagens:

The syncing feature doesn't not always work between the different platforms that we have in our office. In an office of Sales Reps, we need a CRM that will sync in real time but sometimes this CRM won't sync for an hour which makes it difficult for us to schedule appointments for our Sales Reps.

Solid and Reliable CRM Product

Comentários: 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.

Vantagens:

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.

Desvantagens:

The recent change that does not let owners of much older versions of the software activate what they already own has me concerned.

Act is a great CRM for the cost

Vantagens:

Act is vert easy to use and customize to the users needs. Very little training is required for new users

Desvantagens:

None it is a very good CRM for marketing purposes

Using ACT!

Comentários: 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.

Vantagens:

Easy to use

Desvantagens:

Some of the features I will never use and some of the features take some time to learn how to use.

Best Program

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

ACT! 19 much better than 18

Comentários: 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.

Vantagens:

Organization and logic

Desvantagens:

Syncing with Outlook and Gmail can be difficult.

Poor Customer Service

Vantagens:

The only reason I use this software is that I have used it for 25+ years, too embedded to change

Desvantagens:

The Company, the Pricing and mostly the Customer Service. How crazy is I have to pay extra to speak to someone in the US that speaks English. Appalling. The response time is poor. I requested a password change via email as it is set up to do because it would not take mine; never got the reset password email. I called the sales number thinking they would at least ANSWER the phone. He told me there was an issue with the reset email and customer service (which I pay an extra $480.00 a year for) can help... on hold too long, left a message for a call back.... waiting..... Years ago ACT was amazing, since the transitions it has become progressively worse. The Product itself is good, the sales people are nice. That is it. I do wish I had the time to research options and change, perhaps in 2021.