Act! Software Reviews

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“Incredibly simple to implement

Pros

Getting started with this program is incredibly simple. It is the perfect database for a business that's never used one before. It stores all my information, notes, contacts and documents in a single location and I have successfully implemented it across three different companies that previously only used spreadsheets.

Cons

The software is so feature-rich that it can be overwhelming for non-technical users. I think more people would try it if technical support did not cost extra.

“Helps me prioritize clients!

Pros

It helps me prioritize my clients using an ABC system and organize my tasks effectively.

Cons

We cannot establish and save relationships between different contacts and companies which is a major issue.

“An excellent tool for sales teams

Pros

This is an excellent tool for sales teams. I particularly like the address book for adding new leads and tracking notes.

Cons

The per-user cost is quite steep. I mean it does not make financial sense to have multiple licenses unless you use it daily.

“Good CRM with solid email marketing features

Pros

Act! Software is good as it offers solid CRM and email marketing features.

Cons

To me the interface feels a bit outdated and could use a modern redesign to make it more intuitive.

“Comfortable but lacks data portability

Pros

I find it comfortable to work with, reliable and consistently accurate.

Cons

There is no way to move history and activity records from one database to another.

“Offers everything i need !

Pros

Everything I need to know about a client is stored in one convenient place.

Cons

I know I am not using all its features but thats my limitation, not the software's.

“Dependable and Easy

Pros

I enjoy using the various sorting options and the mail merge tool is the best and pretty useful for our needs.

Cons

The synchronization feature stops working for us after 2:30 pm which is annoying

“Easy to use

Pros

I have relied on this platform for over 30 years. It is easy to use, comprehensive and works perfectly on both my PC and in the cloud. The customer support is the best I have ever experienced.

Cons

Honestly I don't have any complaints!

“A system that does almost everything

Pros

This system does almost everything! Setting up a new client is quick and easy. All notes are automatically time-stamped. Clicking an icon opens Outlook with the client's email already filled in. It keeps a dated record of every email sent and received. You can create groups to send targeted email blasts for example, to clients who use specific equipment or products. There is even an icon that opens Google Maps for satellite views of client locations.

Cons

I really do not have any dislikes.

“Great program but only when it's running smoothly

Pros

It is a great program when it is running smoothly. I have been relying on it for more than 25 years.

Cons

Originally I bought this software from Costco over 25 years ago and it's changed ownership several times since. With each transition, customer service has declined while update costs have risen. The outsourced support agents often cannot resolve issues and sometimes make them worse as I once had to restart the program 11 times in a single workday due to constant crashes, among many other persistent problems.