Act!

Love the ease of use for both entering data and retrieving info

Kommentare: I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Vorteile:

The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Nachteile:

I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

Kommentare: We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom

Vorteile:

I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing

Nachteile:

There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

ACT was the best back in the day

Kommentare: It was a great program at the time. I really liked it but grew out of it when it wasn't being updated as quickly as the rest of the internet.

Vorteile:

I loved ACT when I used to use it. It was by far the best CRM at the time.

Nachteile:

Last time I used ACT and granted it was many years ago, it wasn't cloud based. At one point my computer crashed and I lost my entire ACT database that hadn't been backed up in the last few weeks. I was devastated and decided I had to switch to something that was in the cloud.

ACT as a Company Directory and Internal Records Source

Vorteile:

ACT is limited in what you are able to accomplish which could be a good thing. The limit in feature availability makes it more seamless to use the features that are at the forefront of the application. The bare minimum is that I can access employee and client records and I can't complain on that front since ACT does provide those details.

Nachteile:

On the flip side, the limited features and functionality makes it difficult to access any advanced features. The site glitches make the application quite cumbersome. Also, different company entities require entirely new logins which is an issue I never anticipated. If the option to log in to multiple sites within the same company were to become available, I'd be far more likely to recommend this to new prospective clients. The glitches only serve to make this transition more clumsy.

Needs to catch up

Vorteile:

Nice interface with easy-to-use features. Solid CRM

Nachteile:

Not enough integration with other products for growth