Act!

"Love the ease of use for both entering data and retrieving info"

Comentarios: I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Puntos a favor: The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Contras: I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

"ACT! for Insurance/Financial Advisors"

Comentarios: I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.

Puntos a favor: The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.

Contras: They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.

"Act! through the years"

Comentarios: I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs, AR, AP, reporting, generate documents, calendar, follow up, email all through Act! and have micro control of every document and report. I have several users and the addons are endless.

Puntos a favor: I began using Act! 20+ years ago the draw for me was the ability to customize the product for my companies needs. I have run my company's database with this software from start up and I have made it work through the years. In the earlier days I was able to automate functionality to stay ahead of trends and have robust productivity far a head of my competitors. As the years have gone on and the product was sold and resold they have updated and brought general users more but have left lifelong users in the dust for profit.

Contras: Subscription services that cripple my ability to utilize the fully purchased/owned product. I feel that the company sold out for recurring subscriptions. I don't care that they want to go to subscription but I do care that I have my feet held to the fire because of it. Users like myself enabled their progress and continued success.

"22 year plus customer Sage / Act"

Comentarios: Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

Puntos a favor: I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

Contras: Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

"One of the easiest CRMs to learn yet very robust"

Puntos a favor: I really like the layout and tab system for quickly navigating to relevant data and files attached to the case you are working on. ACT! Was the first CRM I learned to use and it has only gotten better with age.

Contras: I had a little difficulty figuring out how to get the datasets i needed to query properly but that wasn't a problem with their platform, it was a lack of knowledge.