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.

A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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.

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.

Marketing Automation AWFUL - Zero support

Pluspunten:

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.

Minpunten:

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.

It offers a very comprehensive solution to grow the customer network.

Pluspunten:

Potential Customer interactions have been a very effective tool for gaining customers, satisfying and retaining customers. It has versatile marketing automations.

Minpunten:

Customer service was not very professional. Their late return suspended the business process, I was not satisfied with it.