Bewertet am 24.8.2018
Act! Essentials is a perfect and affordable CRM software for SME's!
Kommentare: I can save all relevant information about customers. Multiple employees can be grouped into companies to have them all present, when you need it. If a note is made that affects multiple employees, more employees can easily be added to the note to keep the overview. It allows me to schedule the next date I have to contact and it gives an easy overview about sales opportunities.
- easy to use
- high availability
- it offers the most important functions like contact details, addresses, profile images, notes (calls, E-Mail notes, meetings)
- the next contact date can be scheduled, it is clearly visible, when you have to contact the employee the next time
- Importing and exporting may be good for English users, but for German speaking users there are limits with German umlauts.
- Exporting/printing could generally be improved e.g. to print addresses on christmas cards and letters.
- Changing to other Act! products should be simplified, data must be transferable
- it should be possible to copy contacts
- maintenance shall not affect all users globally. Doing this at night in the US means, we can not work in Europe... Plan maintenance in different time zones.
- nothing is fix, neither employees and companies are. It would be helpful to track changes. For example: When I make notes to an employee working for company X and he changes to company Y, then the notes from company X are still visible and it is not really clear, to which company the notes belong to. It thus requires proper entries in notes. Another example is, when an employee no longer works for a company, I then mark that he is working in "ex. company X", but there could be an easier way to mark changes. It is the same with address changes of companies.
Bewertet am 9.8.2018
Kommentare: in general, this CRM helps you organize the key information of your clients and prospects and focus sales efforts
easy to learn and use
allows you to organize the important data of your clients
helps you create an email marketing
allows you to segment your customers and create groups for commercial campaigns
You can access it from any mobile phone or laptop device
for me the biggest disadvantage is that it is aimed at small companies
focuses on the information of the customers but does not facilitate the actions of the sellers
Bewertet am 30.8.2018
ACT Essentials Review
Kommentare: Have used full version ACT for years, ACT Essentials for perhaps 2 yrs.
Vorteile: Good price point, simple, reasonably earsy to us3e.
Nachteile: When you have a critical problem need support within 24 hrs.
Bewertet am 8.5.2019
My experience wit ACT 365 with App and cpu
Kommentare: Been really good overall. Its my go to for everything. But do with the iPhone app was more stable
Vorteile: It is logical and i love that it crosses platforms form my iphone to my cpu. Keeps up with everyhting
Nachteile: The app locks up many times a day and you have to restart the app