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Act Review

PROS / Act has both cloud-based and on-premise CRM solutions.

CONS / Act has dialing capabilities within the CRM application, though it isn't very reliable and the connection isn't very strong when it does work.

 VERDICT / The software has many features to track clients, employees, competitors and many more functions and activities that are vital to the success of your company.

Regardless of where you need your valuable customer data stored, Act has both an on-premise and a cloud-based CRM solution for you. This CRM software has a clean layout and intuitive navigation making it easy to log in and go. While Act doesn't have has many in-depth solutions as the best CRM software we reviewed, it does have a lot to offer.

Like most contact management software, Act integrates with your email applications, so you can open and manage all of your messages from within the CRM software. This makes it easy to record customer interactions, compare complaints and IT problems among clients, and create email marketing campaigns. Act also has dialing capabilities; however, we've found it difficult at times to dial out and to keep a strong connection.

In addition to email integration, Act has a group calendar to keep your entire team in sync. You can keep track of meetings, phone calls and daily activities – all important in keeping customer relationships strong. As a business contact manager, the software also provides the ability to make a running to-do list so that you can jot something down as soon as it comes to mind, and never worry about losing it.

The split-window design of Act is very helpful in managing multiple tasks and viewing more client history at one time. The top half of the interface allows you to select a contact while the bottom half of the screen displays contact history, activity, important webpages, notes and opportunities. Information can be accessed quickly and easily by clicking on one of the info tabs running across the top of the view screen.

One great feature of Act CRM software is the many reports it can generate. Most CRM solutions have the ability to create basic accounting, client history and pipeline reports. This software has so many more, including gross margins by individual employees, lost opportunities by competitors and even birthday lists for both clients and employees.

Summary

Act is an easy-to-use CRM solution that is packed with helpful features to ensure transparency and a productive work environment in your company while providing the best customer experience for your clients.