Janet
Real Estate, 1-10 employees
More than a year
“A time-tested crm for precision marketing
Pros
As a real estate broker I have relied on this CRM since the late 90s. I tested another system back then but it did not work for me. I have spent decades building a comprehensive database of property owners, addresses and sales across over 50 neighborhoods and I mainly use it for precision direct mail campaigns to find new listings.
Cons
I used to subscribe to their premium U.S based support but I believe that's no longer an option. Sometimes it is challenging to communicate with the overseas support team and they are not always able to fix my problem. I frequently have to hang up and call back, hoping to connect with someone who can actually help me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
6
Functionality
10
Bob
Financial Services, 1-10 employees
Less than 6 months
“Simple to configure with outstanding support
Pros
Getting started was simple. My background is with Salesforce which is powerful but needs an IT team. I configured this system myself in just minutes. The support is outstanding as my account representative helped with the initial setup and a marketing specialist assisted with the email features. It has all the tools I need for my solo consulting business at a reasonable price.
Cons
To be honest I have not come across anything I dislike so far. Since I am still exploring all the features, I will probably find something eventually.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Matthew
Marketing and Advertising, 11-50 employees
More than a year
“User-friendly and effective for the sales pipeline
Pros
Act Software is user-friendly and my sales team learned the core features quickly. It is the most effective method I have found for monitoring my sales pipeline.
Cons
The initial setup was difficult and it is still not operating correctly. I am hoping support can help me get everything working properly soon.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
8
Bruce
Investment Banking, 1-10 employees
More than a year
“loyal user since the beginning
Pros
I have been a user since the original creators launched it and was even an early investor in the company.
Cons
Software updates are usually a hassle. Every year when I renew my subscription, I run into problems trying to get the latest version installed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lee
Non-Profit Organization Management, 1-10 employees
More than a year
“excellent contact management system
Pros
This is an excellent contact management system we have used for years. The setup is also simple, the interface is also user friendly and its wide range of features simplifies managing all our professional relationships.
Cons
I did need to contact support a few times while moving my license to a new computer but they made the process fairly simple.
Rating Distribution
Ease of use
10
Value for money
6
Customer Support
10
Functionality
9
Kris
Management Consulting, 1-10 employees
More than a year
“Highly responsive and evolving
Pros
They release regular updates and are very responsive to feedback, quickly fixing any changes that caused issues.
Cons
Some of the features can be confusing as there is a lot to learn and figure out. Honestly it offers more tools than our business really requires.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
8
Robert
Insurance, 1-10 employees
More than a year
“saves me time
Pros
The extra marketing tools and the enhanced Outlook connection save me a significant amount of time.
Cons
I find the advanced search function clunky and it does not work as well as it did in older versions. In fact I cannot get it to function at all anymore.
Rating Distribution
Ease of use
8
Value for money
4
Customer Support
10
Functionality
8
Marc
Consumer Services, 1-10 employees
More than a year
“Reliable system with first-rate support
Pros
It perfectly organizes all my contacts and offers excellent business templates. The customer support is also first-rate.
Cons
Honestly I do not have many complaints. I have been using it happily for 15 years. Occasionally something stops working but customer service always resolves it quickly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dave
Financial Services, 1-10 employees
More than a year
“simple to customizable
Pros
this software is simple to customize and operate, handling everything I need to run my business. I have been a loyal customer for more than 16 years.
Cons
the lack of 24/7 support is a problem for me. since I often work evenings and weekends, I need help available during those hours.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Danny
Staffing and Recruiting, 1-10 employees
More than a year
“A reliable tool until the latest problematic update
Pros
I have always liked its smooth connection with Outlook, the user-friendly design and its reliability. Also technical support was consistently helpful in resolving any issues.
Cons
Well the latest update has caused constant problems. I switched to the cloud version because it was supposed to work better with Outlook but it has not. Instead I have faced one issue after another including sudden changes to how search works without any warning.
Rating Distribution
Ease of use
4
Value for money
4
Customer Support
10
Functionality
4
Brandi
Banking, 1-10 employees
More than a year
“Skilled support representatives
Pros
The representative was extremely skilled, polite and efficient at resolving my problem quickly.
Cons
My only complaint would be the occasionally long wait times on support calls. However when I called back later, I was transferred directly to someone who could help.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Joseph
Insurance, 1-10 employees
Less than a year
“patient and knowledgeable support agent
Pros
Act Software support agent was patient, friendly and very knowledgeable, guiding me through the entire process until everything worked perfectly.
Cons
Right after I renewed my subscription on its anniversary date, the system stopped working and I needed help recovering my client files. Thankfully everything was eventually restored.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
8
Cynthia
Human Resources, 1-10 employees
More than a year
“simply THE BEST
Pros
Their customer service is fast and professional as I typically get a response within 5 to 10 minutes whenever I need help.
Cons
This platform is absolutely the best! I have been a loyal user for two decades and highly recommend it for database management. It keeps me connected and organized!
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Eric
Non-Profit Organization Management, 51-100 employees
Less than a year
“Connects seamlessly with outlook
Pros
It connects seamlessly with Outlook and is user friendly for most users plus it makes it simple to organize contacts by groups or companies and log notes and interactions for everyone who emails us which helps track leads and recent conversations.
Cons
In the past the interface used to look dated though they have recently updated it. Also customizing settings requires some time and is not the simplest process but they do offer training to help.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Jon
Marketing and Advertising, 1-10 employees
More than a year
“A trusted contact database
Pros
I have been using it since the very first version. I am so deeply invested that I am committed to it. While I mainly use it as a contact database, it serves that purpose well.
Cons
Umm I wish they'd focused on improving core functions rather than prioritizing marketing features.
Rating Distribution
Ease of use
6
Value for money
4
Customer Support
6
Functionality
6
Flynn
Hospital & Health Care, 1-10 employees
More than a year
“It's a decent tool
Pros
The price is right and it is easy to use. We have relied on it for over 13 years. It's a bit old-fashioned but dependable like a loyal old dog.
Cons
It feels a bit clunky and outdated, with no clear way to track a genuine profit pipeline.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
4
Functionality
6
Shawna
Consumer Services, 11-50 employees
Less than a year
“Quite simple with outstanding customer support
Pros
This software is quite simple and their customer support is outstanding. We booked a few screen-sharing sessions that were easy to schedule and very effective for solving our questions and problems.
Cons
I occasionally come across bugs particularly with company-level data and automated marketing features.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
7
Jamie
Wholesale, 1-10 employees
More than a year
“An essential and trustworthy tool
Pros
I have depended on this CRM for over 23 years and it's been an essential tool for my business. The program is trustworthy and consistently helps me stay organized and in touch with my clients.
Cons
Everything functions well for me with no real complaints though a few feature upgrades would be welcome.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Adele
Alternative Dispute Resolution, 1-10 employees
More than a year
“Reliable support team
Pros
Their support team is consistently helpful. I call them every month for assistance with my email campaigns and whoever answers always guides me through the process. My husband and I operate a home-based business and I track all the campaign results. This platform has been a reliable partner for us.
Cons
The hold music gets repetitive so I feel like it could use some variety. But the tech team is excellent and always provides great support.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sam
Construction, 11-50 employees
More than a year
“A very basic and ineffective software
Pros
It is a very basic, simple software that's much cheaper than other CRM options.
Cons
To me it feels like a fancier version of Excel but honestly not as effective.
Rating Distribution
Ease of use
8
Value for money
4
Customer Support
6
Functionality
3
Stevan
Consumer Services, 1-10 employees
Less than 6 months
“Simple but a bit buggy
Pros
The system is simple and user-friendly, covering all the essentials while also providing useful additional features and improvements.
Cons
It can be a bit buggy sometimes. Pages do not always update correctly and adjusting column sizes in contact lists feels slow and awkward in the browser version. The design also looks a bit outdated.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
7
Sadia
Consumer Services, 1-10 employees
Less than a year
“Generally easy to work with
Pros
I generally find the program easy to work with and have not faced any significant problems.
Cons
Well I find it frustrating that I have to keep switching between different screens during client calls.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Austin
Telecommunications, 51-100 employees
Less than a year
“Consistently reliable customer service
Pros
The customer service and technical support are consistently reliable and helpful.
Cons
It is not as user friendly as I'd prefer though it is still manageable to use.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
10
Cesar
Hospital & Health Care, 11-50 employees
Less than a year
“I really like the program!
Pros
I like the program's simplicity. I have been using it since 1996 and during that time our monthly business has grown from $20,000 to over $2 million.
Cons
To be honest I cannot think of any specific complaints right now.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Danielle
Defense & Space, 1-10 employees
More than a year
“excellent for managing contacts & sales
Pros
It is an excellent tool for managing contacts and sales opportunities. We find it very simple to log information whether it's a new contact, a meeting or a potential deal.
Cons
We are probably not using all the features available. I am sure there are aspects I have not discovered yet.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Cheryl
Medical Devices, 11-50 employees
More than a year
“Easy to use with a great support team
Pros
I love how easy it is to use and comes with great support including a dedicated account contact and a skilled technical team that helps us resolve any issues.
Cons
It is not a complaint but I prefer the desktop version over the web-based one.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sam
Plastics, 1-10 employees
More than a year
“Saves us time and money!
Pros
I prefer using this system for customer emails instead of other services as it saves us time and money while keeping everything documented.
Cons
Well it is a bit too technical for my comfort level. I often need assistance since I am not very tech-savvy.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Nadine
Consumer Services, 11-50 employees
More than a year
“A database i've relied on for 30 years
Pros
The database is simple to navigate. Adding new clients and recording notes is also very easy and simple.
Cons
There is absolutely nothing to dislike. I have relied on this platform for over 30 years and would definitely recommend it to others.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Victor
Primary/ Secondary Education, 1-10 employees
More than a year
“highly customizable and insightful
Pros
I can easily add current notes and quickly see a contact's complete history. Plus the ability to customize data fields for my company's specific needs has been really helpful.
Cons
Though I managed to get the dialer working with an external USB modem but the process was pretty complicated.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Stephen
Electrical/ Electronic Manufacturing, 11-50 employees
More than a year
“Technical support answers promptly
Pros
Technical support always answers the phone promptly and I like that supervisors are available right away for more complex questions.
Cons
We bought a marketing package a year ago but no one from the customer success team has followed up to see why we have not made any progress with it.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
6
Functionality
10
Frank
Computer Software, 1-10 employees
More than a year
“Useful CRM
Pros
One thing I like a lot is that you get a lot of useful CRM functionality without a high price tag.
Cons
The connection with Google Contacts either does not exist or is not fully functional.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Marc
Marketing and Advertising, 11-50 employees
More than a year
“A powerful crm
Pros
It is a powerful CRM but it is especially great for sending personalized emails and letters to specific groups of people.
Cons
I noticed that it uses a lot of memory which can be problematic for computers with lower specifications.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thom
Marketing and Advertising, 1-10 employees
More than a year
“Used for 30 years but the mobile app needs work
Pros
I have used this software for over 30 years. I like that it can change and improve but the mobile app needs work as it is not as good as the computer version. The premium support is excellent too but it's very expensive.
Cons
The cost has become almost too expensive to justify. Other options are much cheaper and the mobile app does not meet the high standards I have known for over 30 years.
Rating Distribution
Ease of use
10
Value for money
6
Customer Support
10
Functionality
9
Maggi
Automotive, 11-50 employees
More than a year
“excellent for customer data and targeted emails
Pros
It is great for storing all customer details in one location and sending targeted emails.
Cons
It occasionally has some technical glitches but reliable support has only recently become available to help with them.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
John
Publishing, 1-10 employees
More than a year
“Perfect for core database needs
Pros
this software handles my database perfectly and does exactly what I need.
Cons
i struggle to use anything beyond the most basic functions.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
6
Steve
Education Management, 1-10 employees
More than a year
“outstanding support
Pros
It performs reliably and both the customer service and tech support are outstanding.
Cons
It was a bit difficul to make the tech support understand my problem but the good thing is that they were able to fix it..
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
9
Functionality
10
Tina
Warehousing, 1-10 employees
More than a year
“time-tested and easy tool
Pros
I have used different versions for many years and really value how easily I can convert data into Excel spreadsheets for sharing.
Cons
Some of the drawbacks have been around since the earliest versions. I hope they fix them now.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Dom
Insurance, 1-10 employees
Less than a year
“Skilled technicians!
Pros
As someone who is not very tech-savvy, I love that I can just call and have a skilled technician resolve my issues right away.
Cons
Dealing with updates is a real hassle but thankfully the support staff is very helpful for someone like me who is not very tech-savvy.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Karen
Business Supplies and Equipment, 1-10 employees
More than a year
“perfect customization
Pros
We can customize the layout to fit our workflow and the support is absolutely amazing, even for minor questions. Plus it handles our dated records perfectly and generates exactly the reports we need.
Cons
We do not have any complaints since we have customized the system perfectly for our workflow with help from our dedicated representative.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
Computer & Network Security, 11-50 employees
More than a year
“Quick and simple reference tool
Pros
Finding different tools and looking up reference information is always quick and simple.
Cons
Support used to be frustrating with long wait times and occasional language barriers making communication difficult for us.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
7
Functionality
8
Vicki
Mechanical or Industrial Engineering, 1-10 employees
More than a year
“A complete and budget-friendly crm solution
Pros
It is a complete, budget-friendly CRM solution that includes association management.
Cons
The web version does not include all the features of the desktop edition, so we use remote databases and syncing to fill the gaps. The servers are often too overloaded during business hours, forcing us to sync after work.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Gerry
Insurance, 1-10 employees
More than a year
“Easy customization
Pros
Customizing the system is very simple, there are plenty of add-ons available and I find the price very fair.
Cons
They are sometimes slow to incorporate useful features that competitors have already developed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Scott
Marketing and Advertising, 1-10 employees
More than a year
“exceptional customer support
Pros
The customer support is consistently exceptional, every single time which I really like.
Cons
I honestly cannot think of a single thing I dislike as everything works perfectly for me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lynn
Mining & Metals, 11-50 employees
More than a year
“Keeps all my documents neatly organized
Pros
It keeps all my contacts neatly organized and the notes feature instantly updates me on each account's status. I also have immediate access to every customers documents.
Cons
The startup time is longer than I'd prefer. I need to launch it first thing in the morning before opening other programs and even after recent updates it is still slower than I would like.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
SUSAN
Luxury Goods & Jewelry, 1-10 employees
More than a year
“Grown alongside my business for 30 years
Pros
I have used this platform for more than 30 years and it has grown right alongside my business. I even remember syncing it with my Palm Pilot! I still rely on it to safeguard my important client information and truly value the fast, top-quality screen-sharing support.
Cons
Well I would love to explore more advanced features if I had the time to learn them properly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Gerry
Airlines/ Aviation, 1-10 employees
More than a year
“A powerful application with great flexibility
Pros
This is a powerful application with great flexibility to handle our many different requirements.
Cons
I think it would be great if they included a dedicated email client as part of the package.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
10
Peter
Real Estate, 11-50 employees
More than a year
“simple synchronization with outlook
Pros
There is a lot to like but one thing that stand out is synchronizing with Outlook as it is incredibly simple.
Cons
One thing I wish is that I could establish direct relationships or links between different contact records.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Keith
Real Estate, 1-10 employees
Less than a year
“consistent & evolving platform for business growth
Pros
It has consistently provided everything I needed to grow my real estate business. The regular updates are also appreciated and the platform remains easy to use.
Cons
Moving to the cloud version was challenging initially but now I couldnt be more happier with it.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Scott Andrew
Insurance, 1-10 employees
More than a year
“My primary contact manager!
Pros
I started using this platform back in the 1990s and it is still my primary tool for managing contacts.
Cons
Well I'd prefer if the iPhone app worked directly with the phone's native contacts instead of needing a separate interface.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Lance
Entertainment, 1-10 employees
More than a year
“The support team is always available!
Pros
The support team is always available to guide me and provide assistance whenever I need it.
Cons
My only issue was with a design update a couple of years ago but the support team helped me work through it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
