Act! CRM Reviews & Pricing

Key Features

• 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. 

Limitations

•  Steep learning curve. 
•  Trial period and runs on a demo account and isn’t fully functional. 
•  Outlook integration can lag. 
•  Cumbersome workflow management. 
•  Doesn’t have functional server side-scripts. 
•  Non-intuitive email marketing. 

Suite Support