Act!

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Basic CRM that does the job

Pluspunten:

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.

Minpunten:

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.

ACT! Review

Opmerkingen: great product grreat features great support team even weekends keep up the good work

Pluspunten:

as an existing ACT! user i was already familiar with product. the cloud feature is great in a remote team environment

Minpunten:

not being able to synchronise databases across cloud platform. have to do on desktop version

ACT CRM, Great Starter CRM.

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

Small Business Owner & ACT! User since V2

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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