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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Act! CRM

    Score4 out of 10
    N/AAct! CRM (formerly Swiftpage) aims to empower small businesses to build and manage client relationships and leads, so the user always has a pipeline of new, repeat, and referral business under control. Users can manage their businesses with Act! CRM every day, since it’s more than a CRM – it’s designed to present everything needed to stay on top of relationships, see what’s most important and actionable, and run sales and marketing in one place.

    $30

    per month (billed annually) per user

    Pricing
    Act! CRM
    Editions & Modules
    Standard
    $30
    per month (billed annually) per user
    Act! Premium Desktop
    $39
    per month (billed annually) per user
    Professional
    $45
    per month (billed annually) per user
    Ultimate
    $60
    per month (billed annually) per user
    Advanced - Extra Features
    $399
    per user, per month (billed annually)
    Offerings
    Pricing Offerings
    Act! CRM
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Act! CRM
    Considered Both Products
    ACT! LLC
    Chose Act! CRM
    Act! CRM is a decent entry level CRM and offers all the basic tools to do sales and prospect and keep a record. It also ties nicely in with the email marketing package where you can be creative to set up email sequences to particular customers and send these out to them.
    Incentivized
    Chose Act! CRM
    Salesforce is very similar to Act! CRM, but was a more expensive option at the time of comparison. In hindsight, it might have been a better option for us in the long run.
    Incentivized
    Chose Act! CRM
    ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day …
    Incentivized
    Chose Act! CRM
    Swiftpage ACT! allows you to maintain your database locally, which we preferred to storing all records in the cloud. Many of the other programs had monthly subscription fees and were higher in cost--on the surface--than Swiftpage ACT!. We thought the email marketing add-on …
    Incentivized
    Chose Act! CRM
    Although other CRM's like HubSpot offer a free solution, I found that it didn't give much and the add-ons were very expensive. Many other companies have interfaces that are clunky or hard to understand. Also I found that many just offer way too many features that we would …
    Incentivized
    Chose Act! CRM
    I use QuickBooks more for financial management and invoice generation. Swiftpage ACT! is more for information storage and resource management.
    Incentivized
    Chose Act! CRM
    Swiftpage ACT! is easy to use and simple compared to Salesforce. Salesforce had too many fields and we were not able to customize, because we used it at a company enterprise level. Salesforce was nice to use with multiple people and teams where you can set permission levels, …
    Incentivized
    Chose Act! CRM
    Many years ago, I used GoldMine at a different company. ACT! seems easier to use. I also appreciate its "all in" support. I can contact support any time at no extra charge (and I don't get questioned about whether I can do so, like some companies do). It's been too many years …
    Incentivized
    Chose Act! CRM
    Swiftpage ACT! comes at a lower price.
    Incentivized
    Chose Act! CRM
    As far as picking a database product to use, you really have to know what you are looking for—not just who will enter the data, but what reports and other output you are going to want from it. Every product has its good points and bad points but if you are looking for …
    Incentivized
    Chose Act! CRM
    At this point we know we can only go up, we have hit bottom with version 21. Version 23 that we just installed says we are still where we were. No improvement.
    Incentivized
    Chose Act! CRM
    I came from a company that wrote their own CRM package in Lotus Notes. The package was amazing but also bulky. There was a ton of overhead and a huge amount of data to synchronize. ACT! is a much lighter package. As it's a pre-packaged deal, it is easier to upgrade users …
    Incentivized
    Chose Act! CRM
    Swiftpage ACT! was selected and used as it was tightly integrated with Sage accounting products and the fact that the product had a long history and a strong position in the marketplace for two decades. As more products have emerged in conjunction with the advent of cloud …
    Incentivized
    Chose Act! CRM
    ACT! in combination with Swiftpage is the most cost effective team. But they do lack some of the more advanced (marketing automation) features of the rest. We recently switched to Agile CRM for this reason. It is also cost effective, but has no CRM functions. For that I would …
    Incentivized
    Chose Act! CRM
    Goldmine
    Chose Act! CRM
    Salesforce is a cloud based application. If you are using an internet based product and you lose internet services, you lose the ability to work. If you are using a computer based/desktop program and lose internet, you still have the program to work.
    Incentivized
    Key User Insights
    Would buy again
    57%
    Would buy again
    8 Answers
    Delivers good value for the price
    62%
    Delivers good value for the price
    8 Answers
    Happy with the feature set
    71%
    Happy with the feature set
    10 Answers
    Lived up to sales and marketing promises
    58%
    Lived up to sales and marketing promises
    7 Answers
    Implementation went as expected
    50%
    Implementation went as expected
    6 Answers
    Features
    Act! CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Act! CRM
    Feature
    Act! CRM
    4.3
    4 Ratings
    57% below category average
    Customer data management / contact management5.04 Ratings
    Workflow management7.42 Ratings
    Territory management8.52 Ratings
    Opportunity management6.04 Ratings
    Integration with email client (e.g., Outlook or Gmail)1.04 Ratings
    Contract management1.01 Ratings
    Quote & order management2.02 Ratings
    Interaction tracking3.03 Ratings
    Channel / partner relationship management5.03 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Act! CRM
    Feature
    Act! CRM
    5.9
    2 Ratings
    24% below category average
    Case management1.72 Ratings
    Call center management8.12 Ratings
    Help desk management8.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Act! CRM
    Feature
    Act! CRM
    3.0
    4 Ratings
    87% below category average
    Lead management3.04 Ratings
    Email marketing3.04 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Act! CRM
    Feature
    Act! CRM
    4.0
    3 Ratings
    62% below category average
    Task management3.03 Ratings
    Billing and invoicing management4.02 Ratings
    Reporting5.03 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Act! CRM
    Feature
    Act! CRM
    5.0
    4 Ratings
    41% below category average
    Forecasting6.03 Ratings
    Pipeline visualization5.04 Ratings
    Customizable reports4.03 Ratings
    Customization
    Comparison of Customization features of Act! CRM
    Feature
    Act! CRM
    2.0
    4 Ratings
    116% below category average
    Custom fields3.04 Ratings
    Custom objects2.02 Ratings
    Scripting environment2.01 Ratings
    API for custom integration1.12 Ratings
    Security
    Comparison of Security features of Act! CRM
    Feature
    Act! CRM
    7.5
    3 Ratings
    10% below category average
    Single sign-on capability7.02 Ratings
    Role-based user permissions8.03 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Act! CRM
    Feature
    Act! CRM
    5.0
    4 Ratings
    38% below category average
    Marketing automation5.04 Ratings
    Platform
    Comparison of Platform features of Act! CRM
    Feature
    Act! CRM
    1.0
    4 Ratings
    152% below category average
    Mobile access1.04 Ratings
    Best Alternatives
    Act! CRM
    Small Businesses
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternatives
    User Ratings
    Act! CRM
    Likelihood to Recommend
    3.0
    (19 ratings)
    Likelihood to Renew
    1.0
    (2 ratings)
    Usability
    4.0
    (8 ratings)
    Support Rating
    1.7
    (14 ratings)
    Implementation Rating
    1.0
    (2 ratings)
    User Testimonials
    Act! CRM
    Likelihood to Recommend
    ACT! LLC
    Swiftpage ACT! would be well suited if you are using a desktop computing environment. ACT! is an old product and they were on the desktop for many years (and still are). Also, ACT! would also be well suited if you are not as concerned about implementing a CRM product that might require a little more training (e.g. if you had employees/salespeople that needed to be trained). Also, ACT! seems to be more generic than some of the industry focused products you see nowadays. For example, MethodCRM works well with non-profits that are on the cloud.
    Incentivized
    Read full review
    Pros
    ACT! LLC
    • Integrated Email Marketing: For a small business, you can have a strong method to handle email marketing in an integrated non-disparate solution.
    • Tailoring: There are no limits on what data you can store in the system and the ease of making changes can be done by a nontechnical person.
    • User Interface: The tool is easy to get around in both the desktop (fat client) and (webclient) which both are quite similar in functionality.
    • Integration: The tool integrates with Word, Excel, and Outlook nicely. And, it integrates with Google Mail and Contacts. There is a nice selection of third party tools available for various needs like AddressGrabber which allows for easy input of contacts from various sources such as email signatures, webpages, etc.
    • Templates: I have enjoyed being able to store tons of various templates for letters which we use over and over for various communications like sales proposals, quotes, and nudging clients along the funnel and sales process.
    • Automation: SwiftPage ACT! has a small business automation engine which allows for reminders and workflow to be administered by the system. It's not as sophisticated as some enterprise workflow automation solutions but for the price it's an awesome addition.
    • Maintenance: Very rarely have a problem which needs to be dealt with and costs to upgrade are minimal at best. We hosted the system internally for the web client and implemented it ourselves initially but had upgrades subsequently done by a local partner simply due to time/cost scenario. In other words, less to have someone else do it.
    Read full review
    Cons
    ACT! LLC
    • The auto saving function is not great. It means a simple slip or mistype can change an entire record easily.
    • The reports are clunky and if you've changed the field names, that doesn't get reflected in the reports.
    • The interface is still clunky. It is hard to see all the information for a contact all in one place. It gets broken up too much.
    Incentivized
    Read full review
    Likelihood to Renew
    ACT! LLC
    Once our current subscription expires, we no longer plan to use ACT. We are moving to a more complete CRM system that allows us, as a project based service company, to track projects, contacts, time and employees all with one software program. ACT has very limited modules to integrate these functions and therefore is no longer a good fit for us.
    Incentivized
    Read full review
    Usability
    ACT! LLC
    ACT follows the basic rules you would expect for this type of software, but actually doing anything sophisticated with it is near impossible without assistance or training. Unless you use it regularly it is difficult to use. I wouldn't recommend it unless you have internal IT support and it will be used regularly.
    Read full review
    Support Rating
    ACT! LLC
    There has been an ongoing problem with Google synchronisation which no one seems to be bothered about fixing, even though it clearly states on the website that the software synchronises with Google. When the customer-facing support team are on the phone, they are brilliant, it's the back-end development support which is severely lacking.
    Read full review
    Implementation Rating
    ACT! LLC
    Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
    Read full review
    Alternatives Considered
    ACT! LLC
    ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day look and feel versus ACT!.
    Incentivized
    Read full review
    Return on Investment
    ACT! LLC
    • It's been easy to keep track of progress of goals with the software. This provides the opportunity to know what is working and what is not.
    • We have had to adjust a lot of things since the Virus issue took a foothold, but it is providing invaluable to make those adjustments.
    • Our ROI has increased at least 30%.
    Incentivized
    Read full review
    ScreenShots