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.
In the financial services business, Redtail Technology is a major provider of web-based CRM, compatible text messaging solutions (Redtail Speak), paperless offices, and email archiving solutions. The company is dedicated to assisting consultants in effectively growing their businesses by providing them with the basic technologies that power their day-to-day operations, delivering low-cost and simple-to-implement apps, and integrating with many of the industry's most extensively used apps.

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.
For the most part, the software is quite user-friendly, but there will be a learning curve to get the most out of all the functions. It's not completely obvious, but they offer really decent assistance and a lot of information on their website to assist you with any navigation or feature concerns. There's also Redtail University, which covers the country and provides in-depth support to those willing to pay the $425 per person entrance fee to each event. Of course, this is a major additional expense on top of the software to consider.

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.
Redtail CRM provides excellent customer service. They have an 800-number clearly displayed at the top of their website, as well as a direct support email address. A phone call to that number brought a live person on the line with little wait time, and the person was quite helpful in answering my question. If you're looking for answers online, you may visit the Redtail Helpdesk, which has a variety of information on how to use their program as well as solutions to some common issues.

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.
Redtail CRM is one of Redtail Technology's several products. It's a web-based platform geared directly at financial professionals, and it looks to be suitable for small sales operations, whether direct to consumer or B2B. (business to business).

Ease of Use

3.7
4

Support

3.5
4.1

API Access

yes
no

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
no

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