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Act! is a customer relationship management software and marketing solution that aims to simplify the management and tracking of customer engagement and sales opportunities. It is designed with a client-first approach and offers time management features for effective selling. Act! is primarily targeted towards small to midsize businesses, but it’s important to consider other alternatives before making a decision.
Pricing options for Act! include cloud-based plans starting at $30 per user per month, billed annually, as well as on-premises options starting at $37.50 per user per month. There are also additional options for email marketing packages starting at $70 per account per month. Users can also purchase add-ons such as extra cloud storage or enhanced support for an additional cost.
Key features of Act! include a template editor and workflow designer with over 170 sample templates to create marketing content, landing pages and forms for lead capture, prioritized task lists for sales activities, and sales pipeline management with opportunity tracking and actionable insights.
Pros of Act! include a 14-day free trial, robust document management and tracking, and support for different currencies. However, there are some cons to consider, such as limited email integrations, user reports of an outdated user interface, and limited access to analytics.
When comparing Act! to other SMB CRMs, alternatives to consider include Zoho CRM, Salesforce, and HubSpot. Zoho CRM offers similar sales and marketing features with more robust marketing automation tools. Salesforce offers advanced reporting and analytic features, making it a better option for organizations with complex sales cycles. HubSpot is a business-friendly software with robust integration capabilities and a competitive pricing option through its free tier.
The review of Act! was conducted using a rubric that scored the CRM software based on criteria such as cost, core features, customizations, integrations, ease of use, and customer support. The information used for the review was gathered from Act!’s online resources and real user feedback, scores, and reviews.
