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 

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Logiciel antérieur 

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Avantages

The way it’s supposed to work is ok. Not great. But getting it to work is a very heavy lift. And with inadequate support, it’s totally up to the user to figure it out.

Inconvénients

Where do I start? Bottom line is that setup for marketing automation is nearly impossible. I’ve used successfully ACT! for more than 20 years. But marketing automation is a disaster. The documentation is unhelpful, and in some places, downright incorrect. It has lots of broken links. And their support staff, all offshore, knows nothing about how to help with the marketing automation feature. I had to hire someone who finally figured it out, by trial and error, after several weeks of work.

Avantages

Potential Customer interactions have been a very effective tool for gaining customers, satisfying and retaining customers. It has versatile marketing automations.

Inconvénients

Customer service was not very professional. Their late return suspended the business process, I was not satisfied with it.

Avantages

I have pioneered the purchase of ACT! in my company. Back then, It offers a perpetual license per user which is great as you don't subject yourself to a monthly or annual subscription. I love the fact that ACT! marketing can be customised and very rare that it falls under the promotions tab of the email recipient.

Inconvénients

ACT! can only be linked to a certain version of Outlook which i find not helpful. Not all the licenses we purchased were maximise as they find ACT! a work duplicate particularly on the finance side since only selected accounting software can be integrated in the ACT! system.