Act! CRM Review 2023: Best All-In-One Software for SMBs?
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Bonfire Rating: 4.6/5 Act! is a powerful CRM + a marketing automation powerhouse!
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Act! CRM
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Finding the right customer management platform can feel impossible with so many choices. Pick the wrong one, and you’re potentially throwing away revenue, leads, and lifelong client relationships. I’m AJ, here to help narrow it down. I’ve used all kinds of business software while building my business over the last decade . After a successful multi-million dollar exit, I acquired Small Business Bonfire (SBB) to help my fellow entrepreneurs succeed . So let’s talk about one of my favorite CRMs for SMBs—Act! CRM. The SBB team and I did our homework by testing the platform thoroughly over three months (so you don’t have to). Let’s get into it! FYI—we compiled a list of the best Small Business CRM platforms. Be sure to check it out when you’re finished reading!
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You Can Trust Small Business Bonfire The Small Business Bonfire team and I have been testing hundreds of platforms over the last decade, providing our honest take on each one to take the guesswork out of the equation for you. To learn more about how we test, please read this article here.
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Act! CRM (Customer Relationship Management)?
Act! CRM is a customer relationship management (CRM platform that’s both cloud-based and has a desktop version. Act! evolved from a personal contact manager (created in the late 80s) into a fully-fledged CRM designed with small and midsize businesses (SMBs) in mind. Some features that Act! software offers include: Contact management Marketing automation Task management Reporting & analytics Opportunity tracking We think it’s fantastic for SMBs looking to scale their sales process management and take their marketing automation efforts to the next level. Despite the immense power that Act! CRM offers to manage all your data comprehensively , it’s clear that the user interface (UI) could seriously benefit from a much-needed overhaul. We believe that if Act! CRM was to redesign its interface with a modern and user-friendly touch, it could easily become one of our all-time favorites .
Pros and Cons of Act! CRM
It’s just as important to look at a CRM’s negatives as the positives. So let’s look at the pros and cons of Act! CRM.
Act! CRM Pros
Tons of automation tools
Powerful contact management
Intuitive calendar and task management capabilities
Impressive analytics & reporting
Great sales pipeline management
Act! CRM Cons
No free plan
Clunky and outdated user interface (UI)
Lacks customization options
Pricing is limited to just one plan for cloud or desktop
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Try Act! CRM
Who is Act! CRM Best Suited For?
Act! CRM has a lot of use cases, but let’s narrow it down a little. Here’s who we think Act! CRM is best suited for: Small businesses – Act! is great for small businesses that want powerful automation and customer data management without breaking the bank. Midsize businesses – We think Act! is great for midsize businesses looking to scale and ensure leads don’t fall through the cracks. It’s also got great segmentation capabilities ensuring you don’t have to sort through tons of contacts manually. Marketing agencies – Act! really shines for marketing agencies eager to elevate their marketing prowess. Its robust automation capabilities are truly remarkable, enabling agencies to streamline their marketing efforts and achieve greater results with less manual effort.
Who is Act! CRM Not Suited For?
To give you the most honest review possible, it’s important to mention that Act! isn’t for everyone. Here’s who we think Act! CRM isn’t particularly well suited: Startups – While Act! CRM has many fantastic features, we think it may not be the best fit for startups. The platform can be somewhat confusing to navigate, even for us (and we’ve tested dozens of these platforms). Additionally, the lack of a free plan may pose a hurdle for cash-strapped startups looking to keep their operational costs low. Enterprises – For larger enterprises, Act! software may not be the optimal choice. The primary reason for this is the limitation in the pricing structure—there’s really just one plan (for cloud and desktop). This restricts scalability and doesn’t provide the flexibility large enterprises typically require.
Act! CRM Software Pricing
Act! offers a unique pricing structure in that there are only two plans—Act! for cloud and Act! for desktop. Act! Premium Cloud – $30/month Act! Premium Desktop – $37.50/month
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How Does Act! CRM Pricing Compare?
So how does Act! CRM compare when stacked up against some of the best CRMs regarding pricing and features? Let’s break it down! Act! – $30/month per user No free plan Powerful marketing automation Great customer management Advanced reporting and analytics HubSpot CRM – $50/month for 2 users Free plan Limited marketing automation Great customer management Advanced reporting and analytics Pipedrive – $14.90/month per user No free plan Limited marketing automation Basic customer management Basic reporting and analytics Less Annoying CRM – $15/month per user No free plan Limited marketing automation Basic customer management Basic reporting and analytics As you can see, Act! CRM isn’t the most affordable option on this list. Pipedrive wins out at $14.90/month . However, it’s important to note that several of Pipedrive’s advanced features are hidden behind a paywall. For instance, LeadBooster costs an additional $32.50/month . Plus, when you compare features, Act! clearly comes out on top regarding marketing automation, contact management, and reporting capabilities. Therefore, we declare Act! the winner in this pricing matchup. contact
Act! CRM Pricing Tips
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Annual Plans Save Act! CRM's cloud and desktop plans are billed annually by design. This helps with budgeting your business expenses, as you're not worrying about monthly payments or hidden fees.
Free Trial Act! understands the importance of trying out a product before making a commitment with your wallet. They offer a great 14-day free trial. During this period, you have the opportunity to explore the platform's powerful features and decide if it's the right fit for your business.
Act! CRM Core Features
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Task Management & Calendar View
When it comes to managing all your activities, Act! software offers a powerful and intuitive calendar and scheduling system . The software provides an integrated calendar view that lets you see all your upcoming activities at a glance. Here's how ours looked during our three months of testing. This includes the following: Appointments Meetings Phone calls Deadlines The calendar view also allows for color-coded symbols of the different activities for easier differentiation and prioritization . We started testing this feature by adding in some typical activities that we have at Small Business Bonfire. Adding new tasks was as easy as one click ("add task") and then filling out a few fields. Check out the "activities" card we thought was awesome regarding how much info we could add. The Small Business Bonfire team and I found the task management capabilities of Act! CRM are incredibly beneficial. It was easy to see how Act! CRM had an immediate impact on our productivity . The color-coded symbols made differentiating and prioritizing activities a breeze. Detailed activity cards ensured we had all the information needed at our fingertips. We found ourselves spending less time organizing our tasks and more time focusing on growth-driving activities .
Contact Management
When it comes to contact management, Act! CRM delivers the goods . We started testing this feature by adding some of our B2B affiliate contacts at Small Business Bonfire. Here's how the "new contact" interface looked (for reference). For starters, we loved how we were able to switch between detail and list view for all of our contacts. This allowed us to organize and segment our customer data to make it easy to find and reach out to them . We also really liked how much information was available on each contact card. We were able to easily view the following from each card: Activities Opportunities History Discounts Personal info Vendor response Related marketing automation Act! CRM does a fantastic job of providing the information you need for each contact. However, the only downside to this is that it can appear clunky (and frankly a bit overwhelming) while trying to navigate each contact. So if you're looking for substance over style when it comes to managing your contacts, Act! CRM has our vote .
Marketing Automation
Act! isn't just a CRM—it's also a fully functioning marketing automation tool. Essentially, Act! provides an all-in-one platform that can help scale your marketing efforts . With Act!, you get access to the following: Automated workflows Dynamic content Comprehensive campaign management The marketing automation feature makes it easy to strategically target your contacts with the right message at the right time, boosting customer engagement . You can design beautiful and responsive automation sequences with the drag-and-drop builder or choose from a library of helpful templates (pictured below). With A/B testing and advanced analytics, you can easily optimize your campaigns and measure their success. From attracting new prospects to nurturing existing customers and even turning them into brand ambassadors, Act!'s marketing automation capabilities can drive your business growth . We saw this firsthand as we tested the platform over three months, creating all kinds of automation. Some that we created include: Welcome emails Follow up emails Reengagement campaigns Abandoned cart campaigns The combination of powerful automation and analytics made it a breeze to measure our success. This allowed us to make meaningful data-driven decisions that led to more deals being closed ! So, if you're looking for a CRM that can double as a robust marketing automation tool, Act! is the platform for you!
Opportunity Tracking
Whether it's sales pipeline management, tracking deals, or managing opportunities, Act! CRM's got you covered. The software allows you to create an opportunity and assign the following details to it with ease: Days open Related products Associated contacts Process/stage Probability Status To really test this feature (over three months), we added in some affiliate marketing deals we have at Small Business Bonfire. Here's how the creation page looked (to paint a picture). We especially liked how within each opportunity card, we could add and manage all products associated with each deal. For example, we were able to easily create a product called "affiliate plan" (shown below). We were able to easily customize the following within each card: Item number Cost Price Adjusted price Discount In short, we found the opportunity tracking feature of Act! CRM to be robust and flexible . It provides a comprehensive view of your sales pipeline , which can help significantly in making data-driven sales decisions. Opportunity management is a remarkable addition to Act! CRM's repertoire. Our only complaint is that (like most of Act! CRM) it's a little confusing and hard to navigate.
Landing Pages
Having a great landing page is essential for capturing your audience's interest and persuading them to take action. Act! CRM excels in this regard as well. Act! gave us the option to create a page from scratch or use one of their helpful templates (shown below). We think these templates make the whole landing page creation process much more manageable for beginners, which is always great. From there, we named our page, added tags, and selected the page/skin type. Here's how the process looked for us. Finally, we filled out the following fields: Notification email Auto-response Assigned contact Allow/don't allow duplicates After that, we were in business. We were able to automate our landing page with all kinds of actions (which we thought was awesome).
