Avaliações do Act!

One stop location for all necessary client details and records

I don't use it to it's full capability. My problem, not theprogram

There is absolutely nothing I like about this software.

Zero functionality. It can't pull any reports that are meaningful. When I think I can pull a report that is meaningful, I realize the data isn't even correct. It has almost no dynamic features; for instance, it can't update data by pulling it from another source; it has to be manually changed, which leads to errors. Also, Act! web premium only works if you have a really high quality internet connection. For example, we have 100MBPS internet; however, the speed is very inconsistent, which causes the Premium web version of Act! to constantly crash every time the internet slows down, while any normal web app would continue to load, or try to load, or just slow down. But Act! doesn't have that functionality; it just crashes, becomes unresponsive, and doesn't save any of the data you just input. When you restart your browser, it makes you sign in again. Also, almost no functionality is available on the web app; you can't delete contacts on the web version; you cannot import anything into the web version, and you can't manipulate any data. You can only input completely new data. It's literally awful.

Contacts don't link well with groups or 'companies.' If you have seven people working for the same company and that company moves offices. If you change the address to that company, you have to individually change those seven people who work there.

But the worst feature is the importing tool. You can't import in any 'advanced' way at all unless you pay for an importer tool, which you can't be sure will work for you. When talking with our third party Act! customer service person, I asked if I could try the import tool to make sure it did what I want before I bought it, or if I could have him try it for me to make sure it worked, and he said "No. There is no way to provide that service."

When asking a simple question like, "So your input tool didn't find the duplicate contacts and just imported 700 duplicates. Is there a way to delete the duplicates all at once? Because all I see is an option to delete the duplicates one by one?" they told me there was no way to do it but that they would charge me to have them delete them for me. And I was quoted at an over 50 hour project quote, for something that took me one minute to do. So I just restored my backup file and started over.

Also, I purchased a duplicate removal tool that was developed by a third party software company, and I thought it would work great, but it turns out that half of the contacts in the system had been uploaded with their full name as one fiedl and the other half with their first middle and last name as different fields. There is now way to differentiate this in ACT because it displays them the same way, so it merged all of the John's into one John contact. So again, I had to restore to a backed up database.

The Swiftpage integration is awful. The only way I am able to use Swiftpage to any success is to export every single email, name, and address in Act! into an Excel spreadsheet, remove any duplicates, sort by region or the way I want to set up groups to email blast in Swiftpage, go to the actual swiftpage6.com website and upload the spreadsheets into Swiftpage manually. The Swiftpage email marketing HTML editor is also pretty bad. You can write beautiful HTML to display a great email, but Swiftpage mutilates the code in ways no one could ever understand. I am a professional coder - javascript, html, css - and it takes me hours, sometimes days, to design a marketing email that displays correctly in any sort of email client. In fact, it doesn't even ever look great when it's done, even after all the hard work. I would highly recommend any other email marketing company other than Swiftpage.

I was on hold with a Swiftpage rep once for over three hours to find out why my email blast which was supposed to be sent by 10AM was still in the queue by 7pm. It actually didn't go out till almost midnight, and we had a 3% open rate, when we normally have a 15% open rate with other email marketing software.

Please, please please do not buy this.

With a database as important and large as mine, it's going to be extremely hard to switch to another software without major delays in service. The company has used it since 2002, and there is a lot of important data that needs to be imported into to a new system. It's going to cost a lot of money to do, and we will do it, but I just pray and beg that no one else ever has to be in the same situation that I am in if they don't have to be.

Contact management across numerous platforms.

Mobile app needs work. Too cumbersome to enter contact data and tracking.

n/a.

the format design seems to have been taken away from a salesperson and given to a techie. The history now can be tricky to follow. It used to be very straight forward with corresponding dates/times per entry. No lomger the case you can have multiple entries per date so not accurate any more. also changing date for mat for future task was much easier, now you have to scroll through to get to a date. Painful, again a techie must have taken over design role, a sales guy would keep in nimple.

I have all of my contacts and call notes in one organized location

So far, I have no negative comments to make regarding the act program

Custom design and perfect for me. Love how easy it is to use.

Nothing. Exceeds my needs and highly recommend it.

I have been using ACT for over 25 years and have seen lots of versions. I like its flexibility and that I can put users into multiple groups, It would be impossible to design a program that did everything everybody wanted it to but ACT comes close. I use it for sales, marketing, personal groups I coordinate, keeping track of some of my customers' customers.

It can interact with Outlook and Google's calendar if you use either of those programs. I am a Premium member. The bad side to that is it is a little pricey - about $0 a month. The good side is that I always have the most up to date version. The customer support is wonderful if you are a premium member. Whenever Microsoft Windows has an update a lot of my programs need some adjusting. ACT requires the SQL to restart but that is a simple fix. If/when I have had issues I couldn't fix I just made a call and their support team was terrific in helping me.

I like the fact that it is cloud based so I can access it on my tablet or cell phone or any computer anywhere. At my office I use the offline version and simply update the sync to the cloud. I have it set to update overnight also. One of the features I like best is the history. It is great to be able to look back to meetings, calls etc to see what I said, did etc. The library of forms is very useful also - create a form, letter - whatever - and you have a pre printed template you can utilize for multiple clients or for just one.

It holds tons of contacts also.

I wish it had more options for the ID/Status cells. The group function sort of does that but not like I need it to. Having 3, 4, 5 or more ID/Status cells would be very useful. Most of my clients fall into more than one category.

ACT! is working hard to make itself my highly valued CRM/Partner. Frequent functionality upgrades and increased reliability. Excellent technical assistance.
Expanded training videos and knowledge database. Act CRM is well integrated with Marketing Automation. It is not an add-on, but is central to and easy to use.

I have used ACT! for a long time. For much of the time, I was intimidated by its complications. Weak training did not help. A steep learning curve also required that I learn by trial and error. Much time was wasted learning to use ACT!'s power. ACT! 's muscle was hidden by requiring that I learn on my own instead of having good training.
ACT! would benefit from seeking out suggestions from users as to improvements in training. Some of these stunning features took forever to learn on my own.

The way it’s supposed to work is ok. Not great. But getting it to work is a very heavy lift. And with inadequate support, it’s totally up to the user to figure it out.

Where do I start? Bottom line is that setup for marketing automation is nearly impossible. I’ve used successfully ACT! for more than 20 years. But marketing automation is a disaster. The documentation is unhelpful, and in some places, downright incorrect. It has lots of broken links. And their support staff, all offshore, knows nothing about how to help with the marketing automation feature. I had to hire someone who finally figured it out, by trial and error, after several weeks of work.

Act itself is as a good database software. Compering to previous version synchronized with Swift Page it has a better platform to create a template. There are other things you improve but for our small company we do not use them (like several times of sending same e-mail to one customer)

In Marketing Automation:
- you can not add and SAVE our data base fields in the template
- you can not send an e-mail from the template to one person (only to the group)
- you can not sent an e-mail to lookup (every time you must create the group from lookup)
- may e-mails is getting lost (in our 2 campaigns about 20% e-mails were not delivered)
In e-marketing
- you can not add and SAVE our data base fields in the template
******
In your previous version of ACT I was able to add fields from my database SAVE them in the template and send them to lookup without a need to create the group.
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And your customer service ??? I believe you can do better work.
For example - I wrote an e-mail to you about month ago - with totally no answers from you.

I like that they created a cloud version for people on the go.

The over design or look of the desktop version is old and kind of dated. It can be updated if I choose to. But that will take time. A larger selection of templates would be excellent.

It literally runs all aspects of my life seamlessly.
The recent upgrade was assisted by your technician, [sensitive content hidden]. I have been resisting an upgrade for years (I think I was on 20 because I was concerned of a failure during the process. He was outstanding and to sum up my impression of him in succinctly:
very Patient, very intelligent and very knowledgeable

Nothing

I liked this software to run my credit repair business. Keep track of letter management and clients. It was easy at first.

After you purchase your license, in a year or 2 they discontinue the version and you have to pay for the license all over again. I had purchase 3 licenses and wanted to purchase a 4th one and they said I couldn't that I would have to upgrade to the monthly fee version where you pay monthly per license including for the licenses I already had. Now this year they discontinued the licenses I already purchased, they want me to upgrade and pay 550 per license all over again because they have a new version and will not give support nor fixes to the older versions. This is insane. I pay them for a license so they discontinue the product and expect me to purchase all licenses again. ON top of that, it is glitchy, it continue disconnects from Outlook. You call customer support and someone in India answers and they are clue less. Every time Outlook does an update or act updates it completely looses all integration. OH, and they give you 0 customer service, you have to pay for that separately.

It is easy to use when it actually works. I receive emails advising my current version is expiring quite often so it keeps me informed regularly.

The syncing feature doesn't not always work between the different platforms that we have in our office. In an office of Sales Reps, we need a CRM that will sync in real time but sometimes this CRM won't sync for an hour which makes it difficult for us to schedule appointments for our Sales Reps.

Act's is a powerful organization tool. For example, one can talk to an individual on the telephone, hang-up, record in ACT a brief of the discussion, than later (on a defined date) talk to that individual again.

If your ACT goes down, you're now very likely in a quite difficult situation.