Act! CRM Software | Review

Act! CRM Software | Review 2023
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You’ve come to the right place if you’re looking for a reliable customer relationship management (CRM) software solution. Here we will review the outstanding Act! CRM Software and how it can help you and your business increase efficiency and revenue. This comprehensive overview will provide an in-depth look at its features’ capabilities, user reviews, pricing models, current trends related to this software, customer support resources available to users, and more. Get ready to discover all that Act! CRM Software has offered as we closely examine what this program can do for your success now.

Act! CRM Solutions: Overview

Act! CRM Software | Review Softlist.io

Do you Need Help Turning Prospects into Customers and Retaining Those Customers? 

Act.com has the solution! Our customer relationship management (CRM) platform is designed to transform business interactions with simplicity, automated processes, and team collaboration in mind. Plus, our marketing automation tools make it easy to reach prospects by email or social media plus nurture leads until they’re ready to buy. All of this can be done from one centralized dashboard! 

Growing your business requires strong customer relationships – so let us do the work for you! With our advanced CRM capabilities, faster sales cycles will turn more contacts into opportunities while boosting client satisfaction. And with powerful reporting tools that uncover real-time insights like lead trends and ROI metrics – better decisions are only a few clicks away. 

Act! Overview

Act! CRM Software | Review Softlist.io

This CRM Software is a customer relationship management (CRM) solution that helps small businesses and sales teams manage contacts, track activities, access business insights, and collaborate more effectively.

This allows users to capture customer data and track customer interactions from a single location, giving them the insights they need to understand their customers better and tailor their sales tactics. Users can easily add notes, tasks, documents, and emails associated with each contact record so that all customer information is in one place.

This also provides powerful automation capabilities that enable users to streamline common business processes such as creating follow-up tasks, scheduling appointments, tracking leads, and more. Its simple drag-and-drop interface allows users to create automated workflows to easily ensure consistent and efficient processes. This also has built-in email integration, so users can quickly send personalized emails to their contacts as part of their workflow.

How To Use The Act!: Workflow Automation

Act! CRM Software | Review Softlist.io

This CRM Software provides powerful workflow automation capabilities. It is designed to streamline and automate manual tasks, saving time and money. Workflow automation is a process that enables a user to create logical rules for the system to follow automatically when certain conditions are met. This guide will show you how to use Act!’s workflow automation features step-by-step.

Step 1: Sign Up And Log in

The first step in using the Act! The workflow automation feature is to sign up and log in. Create an account with Act! and then enter your details when the website prompts.

Step 2: Install Act!

The next step is to install the Act! Software on your computer. This process is simple and can be completed in a few short steps. After installation, you can access all of the features with Act!

Step 3: Import Your Contacts

Before you can use the workflow automation feature, you will need to import your contacts into Act! To do this, click the “Contacts” tab and select “Import Contacts.” You can choose from various sources for importing your contacts, such as CSV files or web services.

Step 4: Set Up Your Automated Workflows

You can set up automated workflows once your contacts are imported into the system. To do this, go to the “Workflows” tab and click on “New Workflow.” You will be able to select from a variety of templates or create your custom workflow. Once you have selected a template, you can customize the workflow with your contacts and tasks.

Step 5: Activate Your Workflows

The final step is to activate your workflows. This process is simple and only requires a few clicks. Once you have activated your workflows, they will automatically execute when the conditions are met. You can also monitor and adjust your workflow settings from this point forward.

Following these steps, you can easily use Act!’s workflow automation features to streamline and automate manual tasks. This will save you time and money while ensuring your tasks are completed efficiently and effectively.

The Features And Benefits Of Act!: Customer Relationship Management Software

Act! CRM Software | Review Softlist.io

When it comes to customer relationship management, this CRM Software stands out from the competition. It offers various features and benefits to help you manage your business relationships more efficiently. Here are the features and benefits of using this:

Key Features:

Act! CRM Software | Review Softlist.io

Customer Management

This makes it easy for businesses to record and track customer information. This includes contact records, account histories, financials, emails, and notes, including customer service teams.

Sales cycle Pipeline Management

This helps teams manage their customer relationships and sales force automation pipeline more effectively. It provides customizable pipeline stages, automatic notifications when customers reach each stage, and analytics to help businesses better understand the customer journey.

Marketing Automation

This provides powerful marketing automation tools to help businesses drive more leads and convert them into customers. It enables users to create targeted campaigns, track their success, manage email lists, and design personalized landing pages.

Activity Management

This makes managing customer activities like email, calls, meetings, and tasks easy. It also provides an Activity Timeline view allowing users to access their customers’ activities in one place quickly.

Reporting & Analytics

This Enables teams to gain valuable insights into their customer relationships with powerful reporting and analytics tools. Reports can be generated for customer activity, sales team performance, marketing campaigns, and more.

Key Benefits:

Act! CRM Software | Review Softlist.io

Understand Customer Needs and Usage Patterns

With this CRM software, all customer interactions can be tracked and organized. This makes it easy for users to understand customer needs and usage patterns.

Create Well-Defined Customer Segments

Through segmentation, users can create well-defined customer segments. This makes it easier to target specific customers with personalized messages and offers.

Generate Qualified Marketing Leads

This CRM software helps users generate qualified leads. Users can easily capture and store customer information to quickly respond to inquiries and convert prospects into buyers.

Run Personalized and Automated Email Campaigns

Through this CRM software, users can easily set up and run automated campaigns. This helps users to send personalized emails based on customer behavior and preferences.

Increase Customer Retention

With this CRM software, users can retain their customers. Users can easily access customer information and analyze usage patterns to identify areas for improvement. Through powerful segmentation tools, users can send personalized offers and messages that engage customers.

These are just some of the key features and benefits that this CRM software provides. With its powerful tools, this is a great solution for businesses looking to manage their customers better and drive more sales. It helps teams get more organized and gain valuable insights into their customer base to provide better service.

The Cost And Price Plans Of CRM Software: Act!

With Act! Premium, you have t

Act! CRM Software | Review Softlist.io

he power to choose. You can access robust CRM and automated marketing functionality for individuals and sales process teams. You can choose from several different plans to meet the needs of your business, budget, and team size. Here are the two available plans:

1. Act! Premium Desktop CRM + Marketing Automation ($37.50/user/mo (Billed Annually)

Act! CRM Software | Review Softlist.io

Unlock the power of an on-premises solution where you can guarantee security and maintain full control of your software. This plan gives users full access to the Act! Platform, including mobile and cloud options.

With this plan, you get all of the features of a desktop. It includes:

  • Networked and offline access.
  • Self-managed security.
  • Complete control of updates.
  • Compatibility w/desktop add-ons.

Key Features:

  • Act! Marketing Automation (Basic tier).
  • Rich account management.
  • Calendar & activity tracking.
  • Dynamic sales pipeline management.
  • Act! Insight analytics.
  • Office, Outlook®, & Google™ integration.
  • Act! Companion mobile app.
  • Data import tool.
  • Expert technical support.

2. Act! Premium Cloud CRM + Marketing Automation ($30 Or $40 (W/Desktop Sync) USD/User/Mo (Billed Annually)

Act! CRM Software | Review Softlist.io

Reap the benefits of a cloud-based solution, providing you with maximum convenience, security, and peace of mind – we take care of all complex technical details. This plan gives you the same features as Act! Premium Desktop, plus Cloud hosting and sync. This plan allows users to access their data anytime, anywhere, on any device.

Plus, they get additional cloud-specific benefits like:

  • Immediate, browser-based access.
  • World-class, secure hosting.
  • Automatic updates and backups.
  • Optional desktop sync.

Key Features:

  • All features of Act! Premium Desktop, plus:
  • Automatic upgrades.
  • Nightly backups.
  • Disaster recovery.
  • 6GB Cloud storage.
  • Desktop sync (optional $).

These are the two plans available for Act! CRM Software allows users to select whichever plan best suits their needs. From basic CRM system capabilities to robust marketing automation CRM tools and on-premises to cloud options, this has you covered. You can try Act for free and get started today.

The Pros And Cons Of Using Act!: CRM Systems

Act! CRM Software | Review Softlist.io

This versatile system helps small businesses, as well as larger enterprises, get organized with features that not only streamline processes but also provide insight into customer satisfaction and behaviors. However, before committing to an Act! Subscription, it’s important to understand the pros and cons of using Act! CRM systems.


Keeps Prospect Contact Info

Act! CRM systems make it easy to track contact management information for prospects, leads, customers, vendors, and partners in one location.

Documents History

Tracing the history of customer interactions is simple, thanks to Act! CRM systems. All calls, emails, and meetings are stored and can be easily accessed for reference later on.

Calendar Features

Act! CRM software provides a comprehensive calendar that helps manage and track tasks, activities, and appointments.

Mobile Applications

Available mobile applications offer convenience as they allow users to access and manage their CRM software on the go.


Connection with a VOIP Type System

Act! CRM systems are connected to a VOIP-type system, which can cause some lags in the performance of the software.

Integration with Other Email Applications

Integration with other email applications can be difficult and complex.

Learning Curve

Since it is an intricate and sophisticated system, users may need to invest some time in getting familiar with the features and functions of the system.


Act! CRM systems have limited analytics capabilities, which may not be sufficient for larger organizations.

Overall, Act! CRM systems greatly benefit small and large enterprises looking to organize and simplify their customer relations processes.

Frequently Asked Questions About Act!: Customer Relationship Management CRM

What Is Act!?

Act! is a cloud-based customer relationship management (CRM) software solution designed to help small and medium businesses manage their contacts, sales leads, activities, and opportunities.

How Secure Is Act!?

Act! is committed to the security of customer data and utilizes industry-standard encryption technologies to protect information. Additionally, Act! Complies with GDPR and HIPAA regulations, ensuring all customer data is secure.

How Easy Is It To Use Act!?

Act! has been designed with ease of use in mind; users can quickly access all the features of the software through its user-friendly interface. Additionally, Act! Provides extensive online and video tutorials to help new users get up to speed quickly.

Does Act! Offer Any Support Services?

Yes, Act! Provides various technical support services, including phone and email support and an online knowledge base where users can find answers to commonly asked questions.

Best Alternative Software for Act!

Final Thoughts

Act! CRM Software is a great choice for businesses that need an all-in-one solution for managing customer relationships, tracking leads, and creating detailed customer profiles. With easy setup and use, Act! Provides robust features that enable users to gain better insight into their customers’ needs.

We hope this review of Act! CRM Software has helped you learn more about the features and benefits it can provide your business. Whether you’re looking to increase customer loyalty, track leads, or create detailed customer profiles, Act! can help you do all these things easily. Thanks for reading!

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