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


Act!’s quick truths Our star score: 3.5/ 5

Pricing: Begins at $30 per user per month, billed annually.Key features:

Marketing campaign

  • management including e-mails, calendars and social sharing.Centralized client data.Turnkey design templates for customized
  • campaigns.E-commerce and social networks integrations
  • .800,000+users worldwide.Activity notices and informs. Act! is a contact supervisor turned customer relationship management software
  • and marketing service.
  • The software application is basic and has a client-first technique

to managing and tracking customer engagement and sales chances. Act! has time management includes that guarantee each user or salesperson can access notes, tasks, details and visits either in the office or on the go for reliable selling. Act! markets itself as a solution most ideal for little to midsize companies. Considering that the CRM software features Act! deals are usually basic sales and marketing automation tools, there are some options to likewise consider before deciding to buy a single

service provider. 1 HubSpot CRM Staff Members per Business Size Micro( 0-49 ), Little (50-249),

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).

Sample landing page form.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

! also focuses on its sales and marketing features,

  • 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

Salesforce HubSpot Pipeline

management Yes Customized control panels Minimal Minimal Yes Limited Combinations Yes Free-for-life choice No Yes No Yes Free trial 14 days 15 days Thirty days None Starting cost *$30 per user each month Free beginning price$ 25 per user monthly Free beginning rate * Prices information are based on annual subscription rates. Zoho CRM Zoho CRM is another strong CRM software with tools that can house both the sales and marketing efforts of any company, comparable to Act! Zoho’s multichannel marketing integrates with all the major social networks platforms and funnels high-value leads

into the platform for sales associates to start engaging and supporting. Zoho CRM’s marketing automations are more robust than Act ! Zoho CRM likewise has a basic free-for-life option for smaller organizations wishing to experiment with a CRM software beyond a trial or demonstration . SEE: Have a look at our total private evaluation of Zoho CRM. Salesforce is an effective software with reporting control panels, multiple pipeline supervisors and even integrated phone dialers. Salesforce provides more advanced reporting and analytic features than Act! This makes Salesforce a much better choice for companies with complicated sales cycles. With its many paid tiers, the CRM platform is scalable for organizations of various sizes. SEE

: To find out more , explore our complete review of Salesforce. HubSpot is n’t an open source software application itself, but with its robust integration abilities, users can develop their own applications to incorporate with the platform. Similar to Act!, some of the feature add-ons can be costly, however HubSpot is

another small,

business-friendly software with a robust complimentary tier. HubSpot’s free tier permits up to 2,500 users with more integration alternatives for both native and 3rd party applications, making it a very competitively priced alternative. SEE: Read our complete review of HubSpot for a complete breakdown of its offerings. Evaluation method To review and critique Act!, I utilized an inhouse rubric to score the CRM software and its core offerings. Our rubric includes specified criteria and subcriteria around the most essential elements when examining any general CRM software application. I relied on Act!’s own online resources inaddition to real user feedback

, ratings and evaluations. The following is the breakdown of the criteria utilized to score Act!: Cost: Weighted 25 %of the overall rating. Core features: Weighted 25 %of the overall score. Customizations: Weighted 15%of the overall score. Combinations: Weighted 15%of the total rating. Alleviate of use: Weighted 10% of the overall score. Consumer assistance: Weighted 10%of the total rating. Source

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