Act! Reviews & Product Details

No matter what the shortcomings have been through the years, I use ACT! daily & couldn't live w/o it!

It's grown as my business has grown & both 3rd party add-ons & growing versatility of ACT! has helped me keep up w/the demands of my business & my customers Review collected by and hosted on G2.com.

There are some programs I'm using, like RingCentral, that don't interface w/ACT! Wish they did. Review collected by and hosted on G2.com.

It sales automation that streamline sales processes and increases productivity Review collected by and hosted on G2.com.

Customization limitation with other features Review collected by and hosted on G2.com.

During "business hours" it is very important for me to arrange my day in order to get the most contacts out of it. Every body is Sooooo busy these days and even when you nail people down to a meeting on the phone they still often don't answer the phone. Nothing gets accomplished unless you have a live person on the phone and act helps me to arrange my day, my week to maximize these contacts and turn them into business. Review collected by and hosted on G2.com.

the cloud version is so slow to interface with what I am doning on my desktop. I make more than a hundred calls a day. When I make changes in my data base and send those changes to my cloud to keep, the buffering sometimes takes a minute -or two. Multiply a minute or two aby 100 callls and you are talking about a wasted hour and a half of waiting. Review collected by and hosted on G2.com.

incredibly intuitive and reliable platform that has significantly improved the way we manage customer relationships and internal processes Review collected by and hosted on G2.com.

One area for improvement is the user interface, which could benefit from a more modern look and feel Review collected by and hosted on G2.com.

It flexibility that offer deployment options Review collected by and hosted on G2.com.

It occasional system slow down which can impact productivity Review collected by and hosted on G2.com.

It seamlessly and easily tracks all my activity with clients, referral sources, and lenders. Review collected by and hosted on G2.com.

The one feature wish it had the ability to tie a company to a group instead of just a contact. For example, I work with a wide variety of alternative lenders that provide different kinds of commercial financing. I differentiate the lenders by placing contacts that work for that lender in appropriate groups for the landing programs they provide, ie "Commercial Real estate Lenders that Lend to Bars & Restaurants". If the contact for that lender leaves that lending company, I would still like to maintain the company name in that group as a lender that provides that specific type of financing. Review collected by and hosted on G2.com.

The ability to have every client at your fingertips, along with a detailed history of every meeting and/or activity, is monumental to the proper professional management of prospects and clients. ACT! has always been the main focal point of my business relationship process to ensure that I can be up-to-date and relevant and stay ahead of my marketing, sales and support communications with my prospects and clients. The program is extremely easy to use and has always continued to improve and fine-tune the performance and benefits. I also use Handheld Contact to keep the synchronization between my mobile device and my computer up to date. I have used ACT! from the very first day of its' launch back in April of 1987 and will continue to be a loyal user. Review collected by and hosted on G2.com.

Very few items come up that cause me to be concerned or frustrated with ACT!. After using this incredible program for over 35 years, When I see that there are some areas that might need some updating or possibly new capabilities that need to be added, it seems that they are included in one of the future updates that come along. Review collected by and hosted on G2.com.

Flexibility in adding new fields and in being able to group contacts. Customer support has also improved considerably in the past few years, with fast response times and helpful techs. Review collected by and hosted on G2.com.

ACT can be difficult to upgrade - and a few times we've lost features we used and liked after desktop upgrades. That fact might push us to using or at least trialing the cloud version. Review collected by and hosted on G2.com.

Being able to see all the pertinent data on one page. Being able to note and schedule contact with customers and prospects. Review collected by and hosted on G2.com.

That the online version is so different from the desktop version. Review collected by and hosted on G2.com.

I really like our shortcut tools on the desktop version. Review collected by and hosted on G2.com.

The web-based version does not have any shortcut tools it's a shame the act has been around a long time, and you're ahead of the curve as far as shortcut tools. Those tools would be a game changer. Mid-management and upper management company I'm not sure if you're not looking forward or considering the fact a lot of people have used the desktop version in the past and are switching to other products, think a little out-of-the-box and how you can recapture some of those clients and be different than everyone else. I'm happy to give you half an hour of my time to consult with you to drive the company forward if you like. I'm guessing it's more profitable to move everyone off the desktop version to the web-based product, but you still need to retain some of the key elements you have printing printing labels also to with the shortcut tools, Review collected by and hosted on G2.com.