Act-On provides a comprehensive marketing automation solution that provides a broad range of applications. Its seamless integration capabilities with leading CRM’s empowers small marketing teams to achieve success with minimal IT involvement. While it is continuously evolving, it is easy to use and implement with useful features.

Act-On Software Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

View All Specifications

In terms of marketing, Act-On Software is an extensive software with a wide range of applications, benefitting marketing specialists since its advent in 2008. Offering features like lead management, advertising via email, tracking for website visitors, management of various social media channels, thorough analytics and reports, it is an ideal add-on for a range of small-scale marketing teams.

Act-On's tracking feature truly stands out with the way it provides out-and-out insight into the consumer dynamic and visitors of the site, while also monitoring and reporting all the operations performed and providing an estimate of the time spent on multiple web pages. On the other hand, its marketing via email enables businesses to categorize their customers based on their preferences, which helps in further selecting a target market whenever required.

With Act-On on board, the yield of leads, optimization of campaigns, prioritizing, and scoring chances becomes easier as it is readily available to integrate with nearly all CRMs out there in the market.

Act-On Software Reviews

Overall Rating

4.4

25 Reviews

Rating Distribution

5

star

(14)

4

star

(9)

3

star

(1)

2

star

(1)

1

star

October 2022

One of the best you can get.

Kelsey D.

Financial Services

Ease of use

8

Value for money

10

Customer Support

8

Functionality

10

Pros

We are so invested in Salesforce, and that was the biggest concern when investing in a marketing software. Thankfully, Act-On comes with a native integration with Salesforce, so we didn’t have to do a single thing to connect our CRM with it. Other automation software we were considering was considerably more complex than Act-On, and then again, it didn’t really integrate well with Salesforce. It provides a lot of flexibility in terms of how we can track campaigns and act on them. Customer service often calls randomly to just check on us and see if we need any help.

Cons

The software is very capable, there’s no doubt about that, but it takes a lot of effort in order to be really effective. To be fair, this is the case with all the other automation software, where you need to be really comfortable with all the features to develop a working campaign. But make sure the team knows what all the features can do; otherwise, it is a waste of money, trust me. If not for their excellent customer service, we would have moved on a long time ago.

October 2022

So easy to use, Act-on is marketing automation done right.

Mark K.

Marketing and advertising

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

Pros

Act-On is excellent at automation and creating journeys, which is complemented with detailed training and amazing customer support. Our squad was really pampered by the Act-On staff, and this has made it much easier for us to adapt and learn the software quickly. And it’s safe to say that this wasnt true for all of the other products we looked at. The analytics are on point, and the data can be extracted and manipulated to create the exact report we need for deeper understanding. Also, the interface with MS Dynamics has helped us move to a proactive pipeline development program where we can identify strong leads and find out when and how our clients use (or dont use) our content.

Cons

They don’t really provide adequate technical support. They have great potential to grow and become a real challenge for all the big names out there, but little issues like these can hold them back. They should stick to exactly what their clients want, or at least fix the things that are already there. By getting rid of or updating products as needed, they can make their customers much happier and grow as a business.

August 2019

Unimpressive and faulty

Brittany

Actionable Insights

Ease of use

6

Value for money

6

Customer Support

7

Functionality

7

Pros

You can upload your email easily in an innovative way. Good campaign running tools.

Cons

The analytics are limited for us. Their analytics never fell into lines with Google Analytics and Oribi, and if you could open and press onto the clients, end-users denied that there was no such company which they have by chance opened and pressed on the email.

August 2019

Excellent product

Matt

siffron

Ease of use

9

Value for money

8

Customer Support

8

Functionality

10

Pros

When you came to know this software, it is very innovative and efficient. They offer email campaigns, lead scoring, assessing the total voice of the customer.

Cons

If only you choose the white glove setup service it is simple to use, otherwise its really difficult to understand what is happening at first. Some features that other CRMs have is absent here so I would not recommend it. Their outlook email plugin works fine when its works but foretimes its shows problems. I hope you understand their data fields with their help.

August 2019

Decent tool for marketing automation.

Matt

siffron

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

Pros

This tool is competitively priced. I do like this tool. It’s great for email campaigns, lead scoring, assessing, tracking etc. It automates marketing for you and keeps track of it as well. It just takes a while to learn to use it.

Cons

The Dynamics CRM is missing a few features, so I wouldn’t recommend going with that. It’s not easy to learn to use this tool. The Outlook email template usually has problems. They need to give out clear instructions about the data fields to add and edit what is being integrated.

July 2019

Great experience with Act-On

Kerry

Benjamin Obdyke

Ease of use

9

Value for money

10

Customer Support

8

Functionality

10

Pros

We have really enjoyed using Act-On. It works perfectly for us even though some of the functions have been called dated. Emails campaigns are easy to construct and send out. Tracking their performance is on our fingertips. You can upload CSV files. Also, love their CRM capabilities.

Cons

No complaints at all. This software has been consistently satisfying to work with

July 2019

Great Experience

Kerry

Benjamin Obdyke

Ease of use

10

Value for money

8

Customer Support

8

Functionality

9

Pros

This software works well for our company. It is capable of doing all the things that we require it to do. Our marketing plan isn’t that complicated. It is easier to create email campaigns and track results. The Dynamics CRM is easier to use as well. Uploading .csv files don’t take much time.

Cons

My experience with this software has been great, and nothing negative happened. This software did not disappoint me.

July 2019

Easy to learn and use

Dan

Foundation Software

Ease of use

8

Value for money

10

Customer Support

10

Functionality

8

Pros

For me, it wasn’t that hard to get my hand on this software. It was easy to learn and didn’t take much time. I focus on sending out monthly campaigns. Designing emails with the help of templates and all is quite a simple process. My overall experience with this tool has been great.

Cons

At first, the reporting was something I didn’t really like, but now that I’ve understood the information that it provides, it’s been a lot better.

July 2019

Provides easy access

Dan

Foundation Software

Ease of use

10

Value for money

8

Customer Support

9

Functionality

9

Pros

It can be easily learned to use without proper training or guidance. I basically center around the month to month newsletter being sent to an enormous gathering of customers.

Cons

It didnt take long for me to learn how to use it, even without hands-on guidance. I primarily focus on a monthly campaign being sent to a massive group of clients, and I was able to refer to past ones created by my predecessor as a standard template. Designing is a very simple process.

July 2019

Easy to use. Would recommend

Jason

Shell Shared Service Center

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Pros

Marketing automation makes our jobs so much easier, tracking functions help the sales team follow visitors more effectively and easily.

Cons

There aren’t many things to complain about, really. The system can be learned by watching some tutorial videos quite easily. No expensive training required