Act!

Avantages

It is very simple to use and yet very powerful. It provides me with Notes and Histories and as many fields as I need to put in data about my customers and vendors. It is linked to my phone as well as my admins data. I really cannot see running my business without ACT.

Inconvénients

really nothing to complain about. they do updates and patches to fix any issues I have ever encountered

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Act! 

Logiciel antérieur 

Pourquoi passer à Act!

Avantages

Our office has been using this product since before I started. It is a solid database program and if that is all you want to do is have a large database of contacts, then this performs well.

Inconvénients

I dislike how this is still only available for windows computers which makes communicating information in an office with both Mac and PC impossible. Also, the outlook plug in that allows emails to be synced with a contact in ACT will only link emails to the PRIMARY contact. So that means you have to manually sync that. If you are emailing over 100 emails a day, you end up either spending most of your time manually syncing contacts or just foregoing this feature. Also, you can only add 4 contacts to a company. Often times, we need to have upwards of 6-10 contacts for a company so the inability to add more is a huge issue. And since ACT isn't online, any changes made on any employee computers while not connected to the server means no one else has access to that info until they make it back to the office to sync. Which means our data is never fully up to date. There are so many problems with this software that we often don't try to take advantage of any of the other functions.

Avantages

Easy to setup and have customized fields. They have an option to run on your own server to avoid monthly fees of other CRM options.

Inconvénients

Once you have over 10,000 contacts. It is harder and slower to organize CRM. Works much better for smaller contact lists.

Alternatives envisagées 

Pourquoi passer à Act!

Avantages

I have been using Act! for decades via its various owners and takeovers. It served me well in sales and marketing, and now I use it to track my legal clients and court hearings, trials, etc.

Inconvénients

It does not work in Windows 11, which came with my new computer. Your Tech Support was no help, telling me simply that Microsoft knows about it and "someday" will have a fix. Meanwhile, with a local technician, I had to roll back to Windows 10 (hundreds of dollars paid), then I had to pay a remote Act! specialist (not your employee) to help to get it to "work" even in Windows 10. It barely works now, freezing up constantly and repeatedly throughout my workday. It is practically useless, but I bear with it until I can find another product that works for me.