PROS / Act’s toolbar is customizable.
CONS / Many of its features require a higher-priced plan or separate integration.
VERDICT / Act is a good contact management service that gives both ease of use and a solid variety of sales and marketing tools, though some features are only available through integration with other programs.
Act is contact management software that helps you store your valuable client data. It offers both an on-premise and cloud-based option for your contact management service, depending on the plan you purchase. The navigation options in the software are easy to use and customizable. Compared to other client management software, Act doesn't have many in-depth solutions for contact management, however.
This contact manager, like other applications, tracks your customer interactions and compares complaints and IT problems among your clients. These tools help you to better anticipate your clients' needs and help your contacts.
It also includes a tool to integrate information from email applications quickly. Having the information stored in a centralized location helps you to reference and use the data to improve your client relations. The software lets you create email campaigns, which you can also send to social media.
The interface is easy to navigate with its left bar menu, which has tabs for the primary functions, and a top button menu that has the primary tasks within a function. There’s also an overall menu at the top for the major features like contacts, schedules and eCommerce. What’s unique about this contact manager is that you can customize these menus by adding or subtracting links and reordering. This lets you put your most important tools where they are easiest to access.
While less expensive, this contact management system is not as robust as the others on our lineup. Several of its features cost extra, such as file sharing, dialing, invoicing and sales management tools. It offers integrations to programs through an open API. It does have marketing management features, but sales features cost extra, and you need integrations if you want to handle inventory management within the software.
Act’s website contains a knowledgebase and training videos. You need to purchase the manuals separately, however. The knowledgebase lacks how-to directions for specific tasks, and we found the how-to videos rather general.
Act provides your business the most important features for managing contacts and following sales leads. The interface is not only easy to use but customizable, a nice feature. It’s not the most function-filled software on our lineup, although it is cheaper. It’s a good choice if your needs are simple or you are willing to pay for the specific integrations you need.