Act! CRM vs 360 View
Last Updated:Our analysts compared Act! CRM vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Act! CRM by Swiftpage ACT! is a customer relationship management (CRM) software application designed to help businesses of all sizes build and maintain strong customer relationships. It acts as a central hub for storing and organizing customer data, including contact information, interactions, and sales history. Act! CRM is particularly well-suited for small and medium-sized businesses seeking a user-friendly and affordable CRM solution to streamline processes and enhance customer service.
Key benefits of Act! CRM include its ease of use, affordability, and comprehensive features. The software is simple to set up and navigate, making it accessible even for businesses with limited IT resources. With a starting price of $49.99 per month, Act! CRM offers a cost-effective solution for managing customer relationships. Its wide range of features encompasses contact management, lead tracking, sales management, and reporting capabilities, providing businesses with the tools they need to effectively engage with customers and drive growth.
Act! CRM stands out among other CRM solutions due to its user-friendly interface, affordability, and extensive feature set. It is a compelling choice for small and medium-sized businesses seeking a reliable and efficient CRM system to optimize customer interactions and achieve their business objectives.
Pros
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Cons
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Product Assistance
Product Insights
- Centralized Information: Centralize contact details to track interactions, relationships, statuses and activities for easy accessibility and complete visibility.
- Automated Tasks: Automate repetitive tasks like sales processes, alerts scheduling and more to improve efficiency and productivity.
- Flexible Deployment: Offers both on-premise and cloud-based deployment strategies to store data in a clean and intuitive layout.
- Mobile Apps: Android and iOS apps allow users to stay connected and manage contacts, communications and activities.
- Integrations: Integrate with Outlook, Slack, Google apps and more for seamless operations. An open API is also available for custom integrations suited to individual business needs.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Customer Management:: Records and maintains robust customer data in an organized and centralized manner. Includes contact details, emails, documents, notes, history and activities.
- Account Management: Manages interactions at the company or account level for a complete view of relationships with an organization.
- Dynamic Groups and Filters: Organizes similar contacts into dynamic groups based on rule-based criteria. Dynamic groups can be used for targeted communications, campaigns and sales initiatives.
- Opportunity Tracking: Captures and manages key opportunity details such as status, values, estimated close dates and more.
- Task and Activity Management: Tracks and prioritizes calls, meetings and daily task lists to manage time efficiently.
- Sales Process Management: Enables either a pre-built or a custom-defined sales process, streamlines sales activities, and measures success against each step.
- Sales Engagement Tracking: Offers click tracking with Outlook integration to focus on sales efforts and the most engaged prospects once an email is sent.
- Sales Pipeline Management: Supports revenue projections, strategy adjustments and focused efforts via a visual, real-time sales pipeline. Includes quantifiable metrics like opportunity close rate, close-won value, open deals and more.
- Call Lists and Hot Leads: Makes it easy to identify and focus on hot leads with an intelligent call list that ranks campaign recipients according to their level of engagement.
- Analytics and Reporting: Monitors sales, marketing and business KPIs with data-rich reports and actionable insights to drive informed decisions.
- Marketing Automation: Offers automated management of assets, landing pages, surveys, turnkey campaigns and email marketing.
- User Management: Allows adding users, assigning roles and defining role-based accessibility for team and activity management. Tracks individual performance as well.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#31
among all
CRM Software
#206
among all
CRM Software
User Sentiment Summary
1012 reviews
Act! CRM has a 'good' User Satisfaction Rating of 75% when considering 1012 user reviews from 3 recognized software review sites.
Synopsis of User Ratings and Reviews
Act!’s sales and marketing solutions are cost-effective, making it a good choice for smaller businesses. It offers flexible customization options for fields and is easy to use, though the UI is outdated according to reviews. A seamless cloud syncing option eliminates the manual work but can make the database difficult to use. Additionally, customer service lacks responsiveness and understanding of the product, and product updates sometimes have bugs that impact performance. Overall, it’s a good solution to consider for small businesses looking to manage their sales and marketing efforts and monitor their team’s outcome.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
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