Act! Advantage CRM

What do you like best about the product?

Database that we create is good for our sales staff to monitor our customer interactions It is worth every penny, I just wish we were able to have on sight support from Act.

What do you dislike about the product?

Understanding how to use all aspects of this CRM

What problems is the product solving and how is that benefiting you?

Customer contact notes are invaluable

What do you like best about the product?

All my information is in one spot, easy to maneuver

What do you dislike about the product?

If a mistake happens when uploading a file, there is not an easy way to back up and remove the import like Zoho or Bigin

What problems is the product solving and how is that benefiting you?

Customer Contact fast and easy. More sales calls

What do you like best about the product?

I am able to target specific contacts in my database with tailored e-marketing campaigns. I can then easily see the results on opens and who clicked through to the web links.

What do you dislike about the product?

If I call for assistance in the late morning or afternoon (Eastern Standard Time), I usually get an off-shore (Asia) person who speaks English, but is not their primary language. So I try to schedule assistance for early morning so I get a person in the UK.

What problems is the product solving and how is that benefiting you?

Staying in contact with my customer base. I can see who getting my emails and I can follow up with them.

What do you like best about the product?

Act is really easy to use again. Just like it used to be.

What do you dislike about the product?

The email functionality is a little clunky.

What problems is the product solving and how is that benefiting you?

I find my contacts easily. I can export them easily; it is just so so easy to use again. Just like it used to be.

What do you like best about the product?

I use Act! for keeping in touch with customers through weekly emails and taking notes. I like how it combines on my desktop, laptop, and iPhone. It's much simpler than other options, which is great for me as a solopreneur with just one agent.

What do you dislike about the product?

I find Act! to be a very old system. It needs to be more up to date, especially when compared to Zoho and Salesforce. The initial setup was not that easy, and I needed to pay around $700 to get everything integrated.

What problems is the product solving and how is that benefiting you?

I use Act! for managing customer relationships and organizing contacts. It helps me keep in touch, send weekly emails, and take notes efficiently.

What do you like best about the product?

ease of use. I'm pretty familiar with ACT, we've been using it since 2008. There are a lot of good features in the way that you can easily look up contacts by a variety of fields.

What do you dislike about the product?

Importing some data. Is not available even when using Zapier. It seems very complicated and an issue to be able to import date fields even though Zapier has a formatting option. Is that explained to me by support that dates cannot be imported? And I think this is very important when you're tracking. Data.

What problems is the product solving and how is that benefiting you?

Keeps our data organized. For our clients. As well as Activities. In history.

What do you like best about the product?

Act! brings contacts, history, activities, opportunities, and follow-ups together in a way that actually helps beyond sales. As a Project Manager, that matters a lot because not everything lives inside a task board. A lot of the time, I need to know what was discussed with the client, what is still pending, when the last conversation happened, and which opportunity might turn into an active project next. Act! helps keep that story connected. I do not use it only as a sales tool; I use it to stay ahead of upcoming work. When an opportunity starts moving forward, I can already begin thinking about resources, timelines, and possible dependencies before the project is fully closed. That early visibility saves us from a lot of planning surprises. I also appreciate having clear resources and practical guidance when setting up fields, activities, or campaigns, because a messy CRM setup is the kind of thing that follows you for months.

What do you dislike about the product?

During the setup, we got a little carried away and wanted to create fields for everything: client type, priority, source, stage, internal notes, owner, probability, and several other details. After a few weeks, it became clear that too many fields were making the CRM feel heavier than it needed to be. We cleaned up the structure and kept only the fields that actually helped us make decisions. That made the platform much easier to use day to day and helped the team focus on the information that really mattered instead of filling out data just for the sake of it.

What problems is the product solving and how is that benefiting you?

A client who had been talking with our sales team for weeks approved the project much earlier than expected. The good news was that we could get started right away; the tricky part was understanding the full context without spending half the day asking who had spoken with them, what had been promised, which dates had been mentioned, and what the next steps were. We opened Act! and went through the full contact history: previous notes, scheduled activities, related emails, open opportunities, and pending follow-ups. That gave us enough clarity to prepare the kickoff properly and show up to the first client meeting without asking questions they had already answered before. What helped the most was having all that information connected in one place. Act! kept the follow-up from depending on random notes, lost emails, or one person’s memory. It also made internal collaboration much smoother because anyone on the team could check the client history, understand what was still pending, and continue the work without breaking the conversation. In practice, it helped us spend less time digging for context and more time getting the project organized the right way from day one.

What do you like best about the product?

The amount of pertinent information that I can store that is related to running my day to day business which is easily accessible.

What do you dislike about the product?

I use the desktop version of Act, and it is very difficult in updating to the recent version. I just wish that it was simple like a Windows Update, as I also subscribe to the the Advisor overlay as per the included photo as I'm in the financial services industry. Both Act and the Advisor overlay are purchase through my subscription through Corelogix as the software supplier. Whenever I update my Act software to the most recent version, I lose all of the customized settings for my Advisor overlay. Very frustrating!!!

What problems is the product solving and how is that benefiting you?

I can easily access the information on my clients to run my day to day business.

What do you like best about the product?

I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Act! is that it keeps contacts, notes, activity history, tasks, meetings, and opportunities organized in one place. This makes it easier to manage patient follow-ups, consultation inquiries, wellness program discussions, and other day-to-day communication without losing track of important details. I regularly use contact management, calendar scheduling, task tracking, notes, and activity history. These features help me keep records of conversations, schedule follow-ups, organize appointments, and maintain information related to patients and health education projects. The opportunity tracking section is also useful for monitoring inquiries and ongoing discussions in a structured way.

I also like that communication and marketing-related activities can stay connected with contact records, which helps when managing awareness campaigns and content-related outreach. The platform offers a good number of useful features, but the overall workflow remains manageable after regular use. In my experience, performance has been stable during daily work, and moving between contacts, activities, notes, and schedules is generally smooth. Implementation was straightforward for my needs, and the available support resources are helpful when required. Overall, Act! helps me stay organized and keeps important contacts, activities, and follow up work in one place.

What do you dislike about the product?

Most daily activities run smoothly, but occasionally I notice small delays when moving between larger records, activity histories, or information-heavy sections. Also, The platform offers many features for contact management, activities, opportunities, and communication tracking. Because there is so much functionality available, some screens can show a lot of information at once, and I occasionally spend extra time locating a specific setting or option.

What problems is the product solving and how is that benefiting you?

It is helping me keep contacts, follow-ups, notes, activities, and communication records organized in one place. It provides a structured way to manage ongoing interactions and keep important information easier to access when needed. I can review contact history, check previous notes, schedule follow-ups, and manage daily activities without having information spread across different records. Having contacts, tasks, meetings, notes, and activity history connected together makes day-to-day work easier to manage.

It also helps keep communication and follow-up activities properly documented, which makes reviewing previous interactions much simpler. The calendar and activity management features help ensure that important tasks and scheduled activities remain visible and easier to track. As a result, I spend less time searching for information and manually organizing records. Overall, Act! helps me stay organized, maintain better visibility across ongoing activities, and manage follow-up work more efficiently.

What do you like best about the product?

It’s very easy to use and helps me stay organized for day-to-day tasks.

What do you dislike about the product?

Sometimes I run into glitches or bugs that prevent the app from logging my activity.

What problems is the product solving and how is that benefiting you?

It helps me stay on top of my sales funnel, and I really value the ability to send mass emails when I need to.