Act! Review

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Act! Reviewed

Editors' Review by the CRM Software Review Team

Experts say one of the best ways to ensure a company or business’ success is to take care of its customers. Every expectation, need, and request should be properly handled. This is precisely why quite a number of companies nowadays have a customer relationship management (CRM) software solution or two. Act! is one such product. It is intended primarily for small and medium-sized businesses.

Act! is a simple and flexible CRM software and contact management solution that allows businesses to do away with tons of files like spreadsheets in managing clients’ needs and those detailing customer databases.

In a nutshell, what this product does is bring all company contacts together in a single location or place so it is easier for you to determine how to interact with your customers. As such, there is no need for you to jump from one place (or filing system) to another.

Act! Features

Act! Features benefits screenshot rich contact management groups companies

Act! is very flexible. It offers users two service options: a desktop or on-premise version and a cloud-based version. Whichever a business chooses to use, management and navigation are easy and the interface is customizable.

Act! makes sure it provides the ideal CRM services to businesses by offering a variety of features that help make the work of business owners and managers easier. Foremost among this is its contact management feature where businesses can store and manage contact or client details and other pertinent data like documents, notes, emails, social media updates, activities, and history, among others.

Likewise, Act! also allows businesses to keep track of activities like appointments and meetings with contacts. Alerts for client-related activities help a company honor and properly manage commitments with its customers.

Also, Act! makes organization a simple task as it has a feature that allows businesses to group similar contacts together. This makes it easier to manage communications and actions targeted for a particular group.

Act! likewise works by integrating information provided by various email applications. The information is kept in one central location, so it is easy to access and use any time. This integration feature is essential because it allows users to create and send email campaigns to different social media sites.

As mentioned earlier, Act! has a customizable and easy-to-navigate interface. This is made possible by a left bar menu with tabs that correspond to specific functions, as well as a top button menu containing important tasks. Major tasks and functions like schedules and contacts are found on the overall menu, which is located at the top part of the interface.

Users can easily customize the interface so the tools they use the most are the easiest to find and access.

Some of the tools users can integrate with Act! include Google, Outlook, Dropbox, Office, Facebook, and other social media sites. Whether a user is stationed in the office or out and about while traveling or attending a meeting, this CRM software is completely accessible on both iOS and Android devices.

Finally, as indicated earlier, Act! supports a variety of operating systems, including Windows 7, Vista, XP, 2000, 8, and 10.

Act! Features benefits screenshot activity tracking alerts custom tables manager

Act! Benefits

Act! helps nurture relationships because it makes contact management such a simple and easy task. Interactions with contacts or clients are quick, efficient, and highly organized. Proper communication is easy because customer commitments are given value.

Act! helps businesses grow because of its highly effective integrated email marketing and sales tools. The software makes it easy for users to create, manage, and send email campaigns (that are mobile-friendly). Additionally, users can customize their sales process. It is also possible to track opportunities and probable sales direction.

Act! helps business leaders and managers come up with informed decisions. Everything integrated into the software helps users gain useful insights about how the business is performing, what it needs to improve on, how it is doing in terms of performance and productivity, as well as how its sales performance is.

Act! also has a Call Lists feature that allows businesses to contact prospects.

In addition to these three benefits, Act! also offers three more important features: personalization or customization, offline sync capabilities, and direct integration with some of the most helpful tools.

Act! Pricing

Small and medium-sized businesses have four options when purchasing Act!

Act! Pro is the entry-level option and is priced at $269.99 per user. This is for desktop access only and is ideal for individuals.

Act! Premium is full-featured and is best for both individual users and teams. It is also a self-hosted option with access offline, online, and via mobile. This option is priced at $25 per user per month. Billing is done on an annual basis.

Act! Premium Cloud is the most popular option at $35 per user per month. This is vendor-hosted and can be accessed online, offline, and through mobile. Billing is annual.

For businesses that prefer a private and dedicated Cloud storage, the Act! Premium Cloud Plus is the perfect option. For $50 per user per month, users can enjoy flexible storage and a private Cloud with offline access. Billing is also annual. A subscription is accepted by calling the Act! hotline indicated on their website.

Act! also offers a free trial for those who want to make sure they’re choosing the right package.

Conclusion

The greatest advantage of Act! is its two-option client data management service: on-premise or desktop and via the Cloud. In addition, it is also highly customizable and quite easy to use. If the intention is to find a customer management solution that offers a variety of features, sales and marketing-related tools, and is simple and uncomplicated, then the Act! customer management software might just work for you.

Act! is also the perfect option for those who are looking for an affordable contact management solution with features that are more than the standard. If it’s your first time to use such software or tool, Act! has this taken care of as it has training videos.

Function-wise and interface-wise, this customer management software can be the solution your business needs.

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