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Act! CRM

Act! CRM

Verified

Act! is an on-premise crm software solution, one of the original customer relationship management systems to go to market. Act! is used for customer management, opportunity management, and activity tracking. Pricing is somewhat simple, you can get started for a flat rate of $25.00 per month per user (billed annually).

During our research for this review, we tried Act! and a big downside of this software is the limited data management features. After trying Act! I attempted to export our data and was unable to export our activity and notes. We were able to export our accounts, contacts, and opportunities, but not activities. Which I can tell you is a feature that every customer relationship management software should include.

We do not recommend this product due to the fact that there are many better options even for on-premise software that are available.


Cloud Deployment: No
On-Premise Deployment: Yes
Website: http://www.act.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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