Review Detail
Overall rating
2.2
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
5.0
A good basic CRM system
It does what we need it to at a reasonable price. Improvements over the past few years have been helpful. We found a consultant who specialized in ACT, which has been a huge help. Hopefully a cloud version will be coming soon.
User Review
The Good
ACT is a reasonably priced alternative for a small shop. Good at keeping client interaction/notes/email, task lists, and calendar.
The Bad
It doesn't integrate with much other software, and support is nearly non-existent.
The Bottom Line
Basic but effective.
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