Sobre o Act!

CRM and emarketing together as one – Act! provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

Principais benefícios do Act!

  • Rich Customer Management: Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—Act!—for a complete view of relationships across your team

  • Organisation : Act! keeps all your contact & customer details (history, notes, etc.) accessible at the same place to easily organise, prioritise and follow-up on prospection and sales activities.

  • Mobile app: Act! Companion, a mobile CRM app for iPhone®, iPad®, and Android™, keeps you connected to key Act! details from wherever you work

  • Powerful Emarketing: Optimize all the ways you and your team communicate with prospects and customers to maximize engagement and drive business growth with Act! Marketing Automation.

  • Dynamic Sales Pipeline Management: Manage opportunities using a simple, out-of the-box sales process or one configured to fit your company’s sales methodology. See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts.

  • Actionable Business Insights: See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making.

  • Custom tables: Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.

  • Popular Apps & Integrations: Connect with Microsoft® Outlook®, Slack™, QuickBooks® Online, Shopify, and hundreds of additional apps that extend the power and reach of Act! with Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

  • Dispositivos

    Porte da empresa

    P M G

    Imagens

    Powerful Marketing Automation - Real-time Results
    Act! Marketing Automation - Comprehensive Campaign Management
    Pipeline Management View with Additional KPIs
    Act! Marketing Automation Template Editor
    Act! Marketing Automation - Visual Workflow Designer
    Actionable Business Insights
    Act! CRM Appli Mobile
    Ver mais 9
    Captura de tela do Act!: Captura de tela do Act!: Powerful Marketing Automation - Real-time Results Captura de tela do Act!: Act! Marketing Automation - Comprehensive Campaign Management Captura de tela do Act!: Pipeline Management View with Additional KPIs Captura de tela do Act!: Act! Marketing Automation Template Editor Captura de tela do Act!: Act! Marketing Automation - Visual Workflow Designer Captura de tela do Act!: Actionable Business Insights Captura de tela do Act!: Act! CRM Appli Mobile

    Recursos

    Total de recursos do Act!: 58

    • API
    • Acesso para Celular
    • Agendamento de tarefas
    • Análise de dados de vendas
    • Análise de dados/Rastreamento do ROI
    • Armazenamento de documentos
    • Automação de marketing
    • Ações ativadas por eventos
    • Banco de dados de contatos
    • Banco de dados do cliente
    • Biblioteca de imagens
    • CTAs personalizáveis
    • Calendário de marketing
    • Campanhas gota a gota
    • Campos personalizáveis
    • Conformidade com CAN SPAM
    • Contatos compartilhados
    • Conteúdo dinâmico
    • Distribuição de leads
    • Editor de WYSIWYG
    • Ferramentas de prospecção
    • Gerenciamento de contatos
    • Gerenciamento de e-mails
    • Gestão de calendários
    • Gestão de campanhas
    • Gestão de leads
    • Gestão de modelos
    • Gestão de tarefas
    • Gestão do fluxo de trabalho
    • Gestão do pipeline
    • Gestão do pipeline de vendas
    • Histórico do cliente
    • Importação/exportação de dados
    • Integração de redes sociais
    • Integrações de terceiros
    • Marketing de multicanal
    • Marketing por e-mail
    • Marketing social
    • Monitoramento
    • Orçamentos/estimativas
    • Pesquisa e filtro
    • Previsão
    • Processamento de lotes
    • Projeções
    • Páginas de início/formulários web
    • Qualificação de leads
    • Rastreamento de interações
    • Rastreamento de interações
    • Rastreamento de recomendações
    • Rastreamento de visitantes do site
    • Relatórios do pipeline
    • Relatórios e análise de dados
    • Respondedores automáticos
    • Segmentação
    • Segmentação de clientes
    • Sistema de calendário ou lembretes
    • Testes A/B
    • Testes multivariados

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    Avaliações

    Classificação geral

    3,7 /5
    (641)
    Relação qualidade/preço
    3,7/5
    Recursos
    3,7/5
    Praticidade
    3,7/5
    Suporte ao cliente
    3,3/5

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    Exibindo 5 avaliações de 641
    Thomas O.
    Classificação geral
    • Setor: Indústria farmacêutica
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 9.0 /10

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

    Avaliado em 07/05/2018

    I use it to track my clients and prospects and I can tell anyone the last time I made contact, what...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Tammy W.
    Classificação geral
    • Setor: Seguros
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 9.0 /10

    ACT! for Insurance/Financial Advisors

    Avaliado em 14/10/2020

    I love all the features that meet the needs of financial advisors. The customizable fields are...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Michelle D.
    Classificação geral
    • Setor: Serviços jurídicos
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Probabilidade de recomendação 8.0 /10

    Act! through the years

    Avaliado em 19/02/2021

    I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs,...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Bud M.
    Classificação geral
    • Setor: Serviços financeiros
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 3.0 /10

    22 year plus customer Sage / Act

    Avaliado em 16/04/2017

    Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Ted S.
    Classificação geral
    • Setor: Serviços e tecnologia da informação
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    One of the easiest CRMs to learn yet very robust

    Avaliado em 19/02/2021

    Vantagens

    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.

    Desvantagens

    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.

    Exibindo 5 avaliações de 641 Leia todas as avaliações

    Perguntas frequentes sobre o Act!

    Abaixo estão algumas perguntas frequentes sobre o Act!.

    O Act! oferece os seguintes planos de pagamento:

    • A partir de: US$ 15,00/mês
    • Modelo de preços: Assinatura
    • Teste Grátis: Disponível

    Act! CRM Essentials: $15 / user / month Act! CRM Standard : $30 / user / month Act! CRM Expert : $45 / user / month

    Não temos informações sobre os recursos do Act!.

    Os clientes habituais do Act! são:

    Profissional autônomo, 2-10, 11-50, 51-200, 201-500

    Não temos informações sobre os idiomas do Act!.

    O Act! é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O Act! se integra com os seguintes aplicativos:

    Dropbox Business, Facebook, Google Workspace, LinkedIn for Business, Microsoft 365, Microsoft Outlook, iCloud

    O Act! oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Act!.