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About

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

About

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships

Audience

Organizations in any industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Version
Free Trial

Pricing

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.3 / 5
ease 4.1 / 5
features 4.4 / 5
design 4.0 / 5
support 4.4 / 5

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Pros from Real Users

Pros

  • With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.
  • I first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.
  • I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.
  • Act! is pretty easy to use, and to navigate through. It is great to help me organize the tasks that need to be done. I LOVE that I can prioritize my tasks, set alerts/reminders, and roll over any tasks that I couldn't get done today, into tomorrow's list, and they will all be prioritized again tomorrow!
  • I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!
  • That my IT guy handled it and your IT guy worked with my IT guy. I pretty much listened like a canine would when humans talk.
  • Changes are not significant every year, they listen to the customers. Integration is good with other products.
  • Act! is an infallible platform when it comes to communicating with the client, this platform is essential to be able to have a constant retention of negotiations, one of the first features that I liked about this platform is the ability it has to do automatic analysis, This platform offers me a system which allows me to generate automated analysis, it is capable of collecting all the information regarding the negotiations and the potential client registered within the platform, in this way it offers you a detailed report on the rate of satisfaction with clients. , the total deals completed, the total deals canceled and many other statistics, I consider that these automatic statistics help me a lot to save time when it comes to obtaining detailed reports. The platform has mobile access, through an application, this application is quite beneficial when it comes to organizing your sales automation system, in addition, you can also perform marketing automation through this application, I consider this application to be quite functional and beneficial . This platform has a drag and drop system, which allows you to create an automated system in a matter of seconds, you just have to drag and drop each of the actions that have to be executed when the client requires it, so that this can be executed quickly. through the marketing system. This pretty perfect CRM system offers you constant communication with your potential client so that you can retain them for as long as possible, also offers an immediate registration to your contacts page for each potential client, so that you can have privileged contact information, in addition , you will have a system that will help you follow up on each potential client to meet all the requirements during the negotiation process.
  • It's easy to use (if you're a dedicated Windows user), the Search function is fabulous, you can build your own template layout, put fields where you want them, create your own background design, keep detailed records about transactions/communications. It truly is ALMOST the single greatest database ever made.
  • Customer and sales process tracking, along with document templates are the functions I use on a daily basis.

Pros & Cons from Real Users

Pros

  • Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments.
  • The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members.
  • Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running.

Cons

  • First few days of onboarding this platform seems complicated due to its UI.
  • The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks.
  • I think there could be more advanced features for a CRM.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Act!
Founded: 1987
United States
www.act.com

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
DejaOffice CRM

DejaOffice CRM

CompanionLink Software
monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Automotive CRM Features

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Landing Page Features

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Social CRM Features

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

BoomTown
Constant Contact
Dropbox
FreshBooks
Freshdesk
Google Contacts
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Lyftrondata
Mailjet
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Robly
Shopify
Slack
Wufoo
Xinix
Zapier

Integrations

BoomTown
Constant Contact
Dropbox
FreshBooks
Freshdesk
Google Contacts
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Lyftrondata
Mailjet
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Robly
Shopify
Slack
Wufoo
Xinix
Zapier
Claim Insightly and update features and information
Claim Insightly and update features and information