Act! CRM vs PipelineDeals

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Our analysts compared Act! CRM vs PipelineDeals based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Act! CRM Software Tool
PipelineDeals Software Tool

Product Basics

Act! CRM by Swiftpage ACT! is a customer relationship management (CRM) software application designed to help businesses of all sizes build and maintain strong customer relationships. It acts as a central hub for storing and organizing customer data, including contact information, interactions, and sales history. Act! CRM is particularly well-suited for small and medium-sized businesses seeking a user-friendly and affordable CRM solution to streamline processes and enhance customer service.

Key benefits of Act! CRM include its ease of use, affordability, and comprehensive features. The software is simple to set up and navigate, making it accessible even for businesses with limited IT resources. With a starting price of $49.99 per month, Act! CRM offers a cost-effective solution for managing customer relationships. Its wide range of features encompasses contact management, lead tracking, sales management, and reporting capabilities, providing businesses with the tools they need to effectively engage with customers and drive growth.

Act! CRM stands out among other CRM solutions due to its user-friendly interface, affordability, and extensive feature set. It is a compelling choice for small and medium-sized businesses seeking a reliable and efficient CRM system to optimize customer interactions and achieve their business objectives.

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Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.
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$30 Monthly
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Tailored to your specific needs
$29 Annual, monthly, quote-based
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Tailored to your specific needs
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Windows
Mac
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Android
Chromebook
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Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
we're gathering data
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Centralized Information: Centralize contact details to track interactions, relationships, statuses and activities for easy accessibility and complete visibility. 
  • Automated Tasks: Automate repetitive tasks like sales processes, alerts scheduling and more to improve efficiency and productivity. 
  • Flexible Deployment: Offers both on-premise and cloud-based deployment strategies to store data in a clean and intuitive layout. 
  • Mobile Apps: Android and iOS apps allow users to stay connected and manage contacts, communications and activities. 
  • Integrations: Integrate with Outlook, Slack, Google apps and more for seamless operations. An open API is also available for custom integrations suited to individual business needs. 
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  • Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones. 
  • Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing. 
  • Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details. 
  • Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking. 
  • Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility. 
  • Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.  
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  • Customer Management:: Records and maintains robust customer data in an organized and centralized manner. Includes contact details, emails, documents, notes, history and activities. 
  • Account Management: Manages interactions at the company or account level for a complete view of relationships with an organization. 
  • Dynamic Groups and Filters: Organizes similar contacts into dynamic groups based on rule-based criteria. Dynamic groups can be used for targeted communications, campaigns and sales initiatives. 
  • Opportunity Tracking: Captures and manages key opportunity details such as status, values, estimated close dates and more. 
  • Task and Activity Management: Tracks and prioritizes calls, meetings and daily task lists to manage time efficiently. 
  • Sales Process Management: Enables either a pre-built or a custom-defined sales process, streamlines sales activities, and measures success against each step. 
  • Sales Engagement Tracking: Offers click tracking with Outlook integration to focus on sales efforts and the most engaged prospects once an email is sent. 
  • Sales Pipeline Management: Supports revenue projections, strategy adjustments and focused efforts via a visual, real-time sales pipeline. Includes quantifiable metrics like opportunity close rate, close-won value, open deals and more. 
  • Call Lists and Hot Leads: Makes it easy to identify and focus on hot leads with an intelligent call list that ranks campaign recipients according to their level of engagement. 
  • Analytics and Reporting: Monitors sales, marketing and business KPIs with data-rich reports and actionable insights to drive informed decisions. 
  • Marketing Automation: Offers automated management of assets, landing pages, surveys, turnkey campaigns and email marketing. 
  • User Management: Allows adding users, assigning roles and defining role-based accessibility for team and activity management. Tracks individual performance as well. 
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  • Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals. 
  • Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points. 
  • Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on. 
  • Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include: 
    • Smart search
    • Talk-to-text records
    • Real-time notifications
    • Tasks and calendars
    • One-click activity notes
    • A mobile business card scanner
    • Nearby geolocation
  • SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners. 
  • Customization:  Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding. 
  • Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more. 
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Product Ranking

#31

among all
CRM Software

#36

among all
CRM Software

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User Sentiment Summary

Good User Sentiment 1012 reviews
Great User Sentiment 1475 reviews
75%
of users recommend this product

Act! CRM has a 'good' User Satisfaction Rating of 75% when considering 1012 user reviews from 3 recognized software review sites.

87%
of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

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5.0 (14)
3.9 (353)
4.3 (842)
3.7 (613)
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4.4 (605)
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4.0 (1)
3.2 (46)
3.5 (13)

Synopsis of User Ratings and Reviews

User-Friendly: The system is intuitive, leading to easy adaption, according to 60% of users who reviewed this feature.
Cloud Sync: The cloud upgrade allows users to seamlessly sync their data and helps avoid manual data saving, as noted by 75% of reviews about this feature.
Customization: Of the users mentioning customization, 60% suggested the platform’s fields are highly customizable, enabling flexible functionality.
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Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.
Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.
Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.
Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.
Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.
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Customer Service: Customer service has issues such as a lack of product knowledge and poor response times, according to 80% of reviews referencing support.
Bugs and Responsiveness: New updates introduce bugs that can make the application less responsive and hamper performance, according to 90% of users who mention bugs in upgrades.
Outdated Design: The system’s UI design and functionality is outdated and need an upgrade, as observed by 77% of users who wrote about the feature.
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Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.
Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.
Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.
Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.
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Act!’s sales and marketing solutions are cost-effective, making it a good choice for smaller businesses. It offers flexible customization options for fields and is easy to use, though the UI is outdated according to reviews. A seamless cloud syncing option eliminates the manual work but can make the database difficult to use. Additionally, customer service lacks responsiveness and understanding of the product, and product updates sometimes have bugs that impact performance. Overall, it’s a good solution to consider for small businesses looking to manage their sales and marketing efforts and monitor their team’s outcome.

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Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

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