Act!

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

Comments: 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.

Pros:

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.

Cons:

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

Pros:

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.

Cons:

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.

Amazing Software that has help me accelerate my business

Comments: 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.

Pros:

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.

Cons:

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.

ACT CRM, Great Starter CRM.

Comments: 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

Pros:

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

Cons:

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

Long TIme Act User

Comments: I have been running my business for over 18 years on ACT. Great tool

Pros:

The ability to connect with Outlook and keep the history of communication. Create groups for all types of needs with ease

Cons:

It is slow - regularly get message that is not reacting". No interface with my Iphone