Act! CRM Evaluation (2024 ): Features, Pricing, Pros & Cons

Medium(250-999), Large(1,000-4,999 ), Business (5,000+)

Micro (0-49 Employees), Little (50-249 Staff Members), Medium (250-999

Employees), Large (1,000-4,999 Workers)Micro, Small, Medium, Large 2 Salesforce CRM Workers per Company Size Micro(0-49

), Little(50-249)

, Medium(250-999), Big (1,000-4

,999), Enterprise (5,000+)Any Company Size Any Business Size Features Calendar, Cooperation Tools, Contact Management, and more

Prices Free trial: No charge card or download required for a 14-day free trial. Cloud-based

:$30 per

• user monthly for CRM+Marketing Automation. Cloud-based w/ desktop sync:$40 per user
• each month for CRM+Marketing Automation. On-premises:$37.50 per user each month for
• CRM+Marketing Automation. AMA Select: Get 25,000 emails to unlimited contacts for$70 per account per
• month. AMA Complete: Get 50,000 e-mails to unlimited contacts for$199 per account each month. AMA Advanced: Get 100,000 emails to endless contacts for$399 per account monthly. Add-ons: Get extra cloud storage for $5 monthly or improved assistance or custom tables for$10 per user each month. Key functions of Act! Template editor and workflow designer Act! has more than 170 sample templates to use for marketing material (Figure A ). Users can choose a predetermined template or import an existing one

into the software application’s HTML editor. Users can create and modify content for mobile-friendly emails, newsletters or other marketing products with a user friendly drag and drop tool that can be shared with whole teams. These design templates help organizations step up their marketing efforts with cohesive branding and messaging. Figure A: Act! template library. Image: Act! Landing pages and types Sales and marketing groups can utilize a template or start from scratch to develop a top quality landing page or intake type for a site(Figure B). These landing pages can be submitted and used to capture brand-new leads. Leads submit info asked for on the landing page in exchange

for a membership to a survey or newsletter, such as name, task title and email address. This function records and funnels new leads into the Act! database as new contacts with follow up activities immediately appointed. Figure B: Example landing page and lead capture form. Image: Act! Prioritized task lists Users and admins can manage all sales activities with Act! focused on task list(Figure C).

This helps private users and sales representatives know exactly where to focus their efforts throughout the workday or week. Users are then reminded of miscellaneous admin jobs like file follow up or sales actions like cold calling blocks. Having a task list with automated prioritization, assists representatives minimize time spent on simply organizing tasks. Figure C: Act! Dashboard showing job list. Image: Act! Sales pipeline management Act! sales pipeline management consists of opportunity tracking, pipeline and sales process management, and access to actionable insights (Figure D). Users can access and track all incoming leads and tasks. Admin users can even evaluate pipelines

by item, territory, sales

phase or representative to have complete transparency. These visualizations eventually assist companies see progress and methods from a birdseye view while offering insights into details. Figure D: Sales dashboard with sales pipeline view. Image: Act! Act! pros and cons Pros Cons 14-day complimentary trial.Robust document management and tracking.Supports various currencies.Limited e-mail integrations.User reports of out-of-date user interface.Limited access to analytics. More about CRM Alternatives to Act! Considering that Act! markets the CRM option to little and midsize organizations, it makes sense to compare it to other popular SMB CRMs such as Salesforce and HubSpot that have comparable pricing and core functions. Act

• making it similar to Zoho CRM which platform’s leading multichannel marketing tools. Act! lines up well compared to these

• bigger-name competitors when it concerns market standards on what users expect out of a fundamental client relationship management tool. Software application

Act!Zoho CRM