Overview

If you're looking for a customizable CRM system with advanced (and affordable) marketing tools, Act! is a good choice. For more than 30 years, Act! has been finetuning its product and implementing new features based on the clients' needs. In some ways, the platform shows its age, such as the dated UI. But it doesn't lack for new and innovative marketing tools.
What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.

Ease of use

Act! does not rate highly for user-friendliness. Virtually no aspect of the tool is intuitive, including setting up your homepage and dashboards. You will require training or at least a video session just to get up and running. Act! has a gray, dated look and feel and clunky navigation. The interface also feels crowded, and it's hard to find what you need. The CRM features powerful marketing tools, but none of them are easy to use--even once you've learned how to operate them. Competitors like HubSpot and Keap offer similar tools that are simple to use. However, Act! is much more economical. This CRM presents a clear line in the sand--do you prefer usability or affordability? Almost no other CRM provides the extensive marketing features for this price tag.
From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.

Support

Several support channels are available via email, chat, and phone. In addition, Act! has a Quick Start Guide with the steps for the initial setting-up of the system. It gives you information on how to create new contacts, groups, and opportunities and how to import your data and set up marketing automation. There is also an extensive video library of tutorials. The Act! a blog is another helpful tool with tips on developing your business and building up a successful strategy.
Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.

Who is it for?

Act! is best for small to medium-sized businesses that want advanced marketing tools at a fraction of the cost. Act! CRM will help you apply the right marketing strategy and multiply the number of your clients. API-supported software gives you the chance to integrate any app even if the system does not manually support it. However, users should allow for a significant learning curve and training time. You can try it free for 14 days to see if the system's benefits outweigh the outdated UI.
Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.

Ease of Use

3.7
4.6

Support

3.5
4.6

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison

Still have some doubts?