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.
CRMNext leverages integrated technology to create an user-friendly CRM for financial institutions. It simplifies work and promotes business growth with features such as sales force automation, project management, lead management, forecasting, and marketing campaigns. AI is integrated throughout the platform, making CRMNEXT a business decision engine. It’s customizable and suitable for non-technical users.

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.
Financial services is a complex industry. CRMNEXT is just the tool to simplify your processes and make work easier. Many tedious and repetitive tasks can be automated with the platform. Plus, it makes tracking complex business relationships easy by providing exhaustive customer profiles. You can see a client’s lifetime value, latest purchase, and contact history from a single screen. Pipelines give you a window to exactly where they are in the sales cycle. Despite being dense with functionality and features, CRMNEXT doesn’t feel cluttered. The CRM is organized into a simple, modern UI.

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.
Whether it’s the call center, online support or email, CRMNEXT equips your service channels with the power to resolve customer requests faster and smarter. Aided by a unified platform, ensure your team has the latest information about the customer. Streamlined feedback management, a continuously evolving knowledge bank, and task-oriented training programs enforce consistency and superior customer support.

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.
CRMNEXT is the World's most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships.

Ease of Use

3.7
5

Support

3.5
5

API Access

yes
no

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

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?