Thomas O. Especialidade: Indústria farmacêutica Número de funcionários: 11-50 funcionários
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.
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.
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.
Tammy W. Especialidade: Seguros Número de funcionários: 2-10 funcionários
I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.
The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.
They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.
Bud M. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.
I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.
Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.
Paul B. Especialidade: Fabricação elétrica/eletrônica Número de funcionários: 2-10 funcionários
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
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
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.
Andrea M. Especialidade: Escritório de advocacia Número de funcionários: 11-50 funcionários
Great! I have zero complaints. I do need to take some time to learn more functions but that is on me, not the program.
Ease of use. I have used it in the past so familiarity.
The remote app is not as user friendly as some I have seen but it works.