While some look a little dated, you`ll still find plenty of options to love. Act! CRM offers dozens of email templates. However, Act!`s email marketing campaigns are where the CRM shines. You can squeeze a lot of information into each record, but it`s not very fun to use.įrom this tab, you can build campaigns and landing pages, as well as monitor web activity. Overall, it has the look and functionality of a database from 20 years ago, but with added storage. The bottom half of the screen lists several tabs for storing more information about the contact, such as history, notes, activities, and documents.įrom the contact record, you can also call, email, or write a letter. The top half is organized like a business card, with the typical contact details such as phone number and address. The detailed view allows you to drill down into the customer record.
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Your contacts module offers a list view and a detailed view. Also, you must delete an existing field before you can add a new one. It`s a fairly involved process and not intuitive. It`s also possible to create custom fields. If you`re new to CRM, you will need a tutorial just to customize your dashboard. A popup window lets you name your chart then, you choose your entity, fields, and operations. But rather than dragging and dropping your modules into place, you have to create them from scratch. You can create the home page you want by adding and removing charts (what other CRMs call dashlets).
ACT CRM BOOK TRIAL
Their free 14-day trial will help you decide if the product works for you.Ĭustomization is possible but like most of Act! CRM it`s not easy. If you are used to older, on-premise software, you may feel at home with Act!`s boxy interface.
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Ultimately, ease of use comes down to you, the user. However, Act! CRM is the more affordable option. Competitors like HubSpot and Keap offer powerful tools that are effortless to use. Even once you understand a tool`s use, it isn`t easy to work with. There is a video library which, thankfully, is thorough. But on Act! CRM it clutters the UI and slows you down.Įxcept for the email marketing feature, none of Act!`s marketing tools are workable out of the box. With a better layout, it could be helpful to have many ways to complete a task or get your data. For example, on the contacts page, there are three different email buttons. In addition to being unattractive and unwieldy, the pages are crowded with repeating icons.
![act crm book act crm book](https://i0.wp.com/solutionsreview.com/crm/files/2020/12/CRM-Books-You-Should-Be-Reading-in-2019.jpg)
It`s gray and dated, and difficult to use.
![act crm book act crm book](https://1.bp.blogspot.com/-ERqIrWHZZV8/XNvtNqK93LI/AAAAAAAAAEw/y88yqLQx4b49DT78M4zBUn8iEndgpRC7wCEwYBhgL/s1600/diploma%2Bcertificate%2Bcomputer%2Bsafety%2Bosha%2Bnebosh%2BFidic%2Btraining%2Btuitioning%2Bipats.jpg)
ACT CRM BOOK WINDOWS
The user interface looks like an old version of Windows XP. It`s best for marketing teams that prioritize saving money over ease of use. However, there`s a steep learning curve, and you`ll require training. Overall, Act! CRM gets the job done in terms of organizing your contacts and launching campaigns. You also get a central repository of all customer data, albeit in a dated interface. It offers a robust marketing toolkit with landing pages, electronic campaigns, and email marketing. However, the Act! CRM Starter edition, a more expensive version, also happens to lack too many features that it only seems logical to stack it up against Bigin as well.Īt $25 /user/month, you would expect the Act! CRM Starter to at least be available for mobile but no, a "desktop-only" application with a single pipeline and lacklustre support is all you get, which is barely any upgrade.Act! CRM is designed for small businesses looking to expand brand reach and market smarter. Act 365 misses out on prime features like pipeline management, integrations, analytics, and many more, forcing small businesses to opt for a higher package if they want modern CRM functionality.Ĭlearly, Bigin's competition would appear to be Act 365. Their CRM for small businesses, called "Act 365" is, in effect, a skeletal edition of Act! CRM's enterprise editions and it is, quite frankly, a glorified address book with little to none of their automated features, priced at $9 a month, and limited to a single user. They started out as an on-premise CRM provider firmly and continued this model well into the cloud era, but eventually made the switch to cloud-based CRMs. Act! CRM has been in the business of contact management for over 33 years now.