Review Detail
Overall rating
2.5
Company
2.0
Software Support
2.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
3.0
ACT! 9.0 with Act4Advisors - a Decent App for a Sole Practitioner
Bottom line for me is that it's better than the app I had previously used--Goldmine, which was clunky. So ACT! (used with Act4Advisors) is a decent app for a sole practitioner.
User Review
The Good
Good for collecting basic client contact information and easy to use for scheduling activities. Plus, I can easily synch it with my Smartphone (Treo 650) so that contact data and calendar are up-to-date.
The Bad
Poor support policy. It's helpee-selfee. I feel for users who need tech support and have little technical background.
The Bottom Line
OK program for a modestly priced application. Before ACT, I used Goldmine, which I thought was much more clumsy and awkward to use. Goldmine didn't have a nice look-and-feel to it, and it truthfully reminded me of older, vintage MS-DOS apps. So I use ACT! in conjunction with Act4Advisors, which is an overlay app that runs with ACT!
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