Act! Reviews & Product Details

The open format allows me to put in the information that I want and need. Synchronizing to Outlook gives me access to contact on my phone immediately.

Based on my needs, there is little to dislike. I used ACT starting in 2002-2004. I started using it again one year ago and wish I never left it, knowing how many contacts and information I left behind.

ACT allows me to keep track of the flow of conversations going, allowing me to not miss a step in the process. This provides greater trust, faster sales steps, and better sales results. I was #1 in the past and look to be #1 again in the future.

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Have to take my computer with me to use it on the road I have Deja office for the road connects to Act

I get the info on the cell thur Deja office yes I do and it works wess

Easy to look up customers and contacts for quick reference.

Reporting is too complex and could be easier to gather information.

Tracking interactions with customer and contacts and sharing information among coworkers.

I like the versatility of the program and that I can have access to my customers and review the notes all in the same folder

I wish the program was a little faster, but I think it's my computer and not the program itself

I've solved appointments that need to be addressed and that in itself has helped my business grow.

The versatility and ease of use. This program has helped me manage my contacts and appointments and allowed me to follow throught with necessary obligations I've promised my customers.

I love it! I tried out the program just as a trial and I use it all the time.

I'm able to keep accurate notes and follow up with prospects and customers as needed.

I like the fact that all records and appointments are available under each corresponding contact as well as each company. There are many different features that work cohesively in this environment that are just what we need.

The only thing I don't like is that with this version I am unable to delete duplicate records without being the "main person". When I make a mistake in adding something incorrectly, I'd like the option to rectify that.

This has helped keep our sales team informed of who is handling what accounts. There is no confusion regarding what accounts are being actively pursued and what accounts need attention. The reporting feature is also very useful allowing as many different values as you'd like to pull.

Simplicity for small business management of sales contacts. Managing follow up activities was user friendly. Used this CRM tool at my former company. Perfect for group of 1-5 users.

Limitations on report generation

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Using Act is easy and their support is pretty amazing and helpful. They were able to help me recover old Act database of an old version which helped us a lot. Their video tutorials are very nice and guide your through the app to understand everything even if you are not familiar with CRM systems.

It's a bit pricy when you compare it to some other competitors and you have to pay for each device has the system so you can work in parallel with your colleagues.

Makes you handle a big amount of data, send bulk emails easily and professionally and to presonlise them to an extent.

Customer contact information and record keeping.

Haven't found the mobile app to be very useful

managing customer lease expiry dates

Solid, simple to use, inexpensive, and customizable. The customizable screens and data is the greatest asset

I dislike that ACT is only available online on the cloud. I wish I could open other windows of ACT. Who knows maybe the cloud. I have so many POC that it would be prohibitive to have on the cloud

Act is is my CRM software. Once again it is easy to record data, make changes, customize and I like that it save work on screen automatically

Retention of all documents and correspondence. Customer support is awesome

Updates, we can download to server and push to users

Client management

The data layout and reports are well put together

Almost too many "bells and whistles". It can be a little overwhelming for the "simple-minded"

Accessing customer data all from ONE source. A real time saver.

Marketing Automation is amazing and very easy to use. I highly recommend using it for your business.

Some features gone from Cloud Version, but easily figured out.

We have used ACT for 5-6 years now and we had the desktop version first and then went to the cloud version and we love it! The Marketing automation is great and easy to use.

I have been using Act! for almost 20 years. for my needs there is not a better contact manager. I often need to look up contacts on data other than Name or phone # . ACT! allows me e to search under any contact field and partial data. This is rather useful for me. Also the ability to easily export data to MS Word & Excel and easily change column header information is very useful for me

ACT! has a large learning curve. its complicated and SQL server is a resource hog on my computer

I work with about 3,000 contacts the ability to slice and dice look up contacts and customize fields is important to me

I can track all my clients and prospects and keep records of everything

Sometimes seem a bit complicated to learn and utilize every aspect of it

keeps me on track especially when juggling 100's of prospects and 100's of clients. I can follow up when I am to and my note remind about what

you can put a loot of detail about each entry and that makes sorting and finding a breeze..

calendar is not the easiest to work with, ands it would be nie to use the calendar feature with mobile devices..

The ap allows quick access to entrys past hitory as well as what is going on today..

I have everything I need on a company at my finger tips. Everything is in one spot with easy access. Also like the fact it can sync to Outlook which is a big plus.

I have to call tech services too often especially when there are Microsoft updates. non compatibility issues at times.

I am not solving business problems, I am benefitting from the advantages of having all of my documents e-mails and business dealing under one company or individuals name.

The ease of the original setup and day to day use

Can't say that I dislike anything as yet. Just started using in March of this year

Creation of a brand new database for a start up company

Very easy to use. Keeps contacts and calendar schedules easily available. Been using it for many years. Can look on my phone or ipad to see the notes ive made before i go into an account.

Can’t print out accounts by zip codes although can see them together.

Scheduling, and appointment notification. Never miss an appointment

Easy to enter fields and update client information. Reports available to run were useful and helped our practice stay up to date.

To truly customize our template/layout for fields, it was expensive to hire a consultant to create what we needed. But once created it was great to use.

We were able to program fields to be autofilled into forms and expedited new account openings and signature pages for our clients