Act! CRM vs Salesflare
Last Updated:Our analysts compared Act! CRM vs Salesflare based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
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.
Product Assistance
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.
- Data Efficiency: With remote-based high-speed servers, huge amounts of data can be stored, processed and shared using Salesflare.
- Data Security and Backup: Salesflare ensures data safety and backup for its users through privacy-preserving encrypted data processing and automated scheduled backups.
- Operational Optimization: With automated data organization and interaction tracking, Salesflare saves up to 70% of the time spent on manual data entry and optimizes staff productivity in sales processes.
- Seamless Collaboration: Salesflare facilitates team communication and ease of coordination between team members from a central system.
- Mobile Accessibility: Salesflare offers fully-featured Android and iOS apps so that users can manage work remotely.
- Integrations: Salesflare integrates with over 1300 business apps and software through Zapier integration to streamline operations. It also offers a REST API so that users can connect to custom products of their choice.
- 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.
- Data Input Automation: Salesflare collects, stores and organizes all customer and lead data such as phone numbers, email IDs and postal addresses automatically, minimizing the time spent on data management.
- Contact Management: It manages all contacts — leads, prospects and existing customers — along with their contact details and interaction history for easy reference and follow ups.
- Document Management: Users can store and share important documents like contacts, notes, sales discounts and offers and marketing assets and collaterals with teammates.
- Lead Management: The platform manages lead information by keeping track of contact details, interaction history and engagement rate. It notifies the users of pending actions for each lead to keep them actively engaged and increase conversion rate.
- Predictive Lead Scoring: Based on the engagement rate of a lead, Salesflare can assign predictive lead scoring to it. This helps users gain insight on the probability of conversion of a particular lead and focus their efforts in the right direction.
- Sales Pipeline Management: Users can view and keep track of their sales pipeline with details like leads procured per source, number of leads across each buyer journey stage, win-loss ratio and more.
- Quota Management: Managers can track the leads assigned per salesperson and progress made by each salesperson against their quota. They can also assign leads on a round-robin basis or a rule-based engine, to match the leads to the best-suited team member on different parameters.
- Automated To-Do Lists: The software helps users build their to-do lists automatically based on priority actions per lead and lead segment. Calls, meetings and scheduled communications are synced to the calendar so that users stay on track.
- Automated Reminders: Users get automated reminders and notifications for their scheduled communications over email and texts, as well as meeting and call reminders, helping them stay on top of their daily activities.
- Performance Management: Salesflare offers a leader board where managers can track daily activities, performance and close ratios of their sales team members. The leader board can also be shared with the whole team for transparency.
- FEATURE: Automatic Meeting & Call Logging: Salesflare automatically connects with users’ calendars and phones to log meetings and calls with customers, saving their time.
- Interaction Tracking: Along with the automated meeting and call tracking, users can also attach notes to their interactions with leads and customers. Similarly, response rate and quality for email interactions is also tracked.
- Email Marketing: Salesflare offers email marketing with customizable templates to engage leads in each stage of the buying journey, and build customer retention and loyalty.
- Website Tracking: Salesflare tracks website visitors, noting key metrics such as time spent on the website, pages visited, forms filled and more to help users plan their marketing campaigns in an informed manner.
- Webforms: The platform offers a customizable web form builder with options for question types. These forms can be integrated into the website and social campaigns for lead generation and surveys.
- Customer Engagement Tracking: One of the key features of Salesflare is its automated data collection. It collects data on contacts from website and campaign interaction, it also picks up on the customer sentiment through social listening and offers insight on the direct interactions via emails, calls and meetings.
- Funnel Analysis: The software offers a visual breakdown of the sales funnel and showcases how opportunities are moving through the pipeline. It also draws comparisons to specific past durations.
- Revenue Insights: Salesflare offers revenue insights on sales pipelines, funnel analysis and past revenue trends. It includes key metrics such as average sales cycle, deal sizes, current revenue status, expected revenue versus revenue goal, top-earning accounts, top lead sources, top lost reasons and number of won and new opportunities.
Product Ranking
#31
among all
CRM Software
#86
among all
CRM Software
User Sentiment Summary
1012 reviews
168 reviews
Act! CRM has a 'good' User Satisfaction Rating of 75% when considering 1012 user reviews from 3 recognized software review sites.
Salesflare has a 'excellent' User Satisfaction Rating of 94% when considering 168 user reviews from 3 recognized software review sites.
Awards
Salesflare stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
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.
Is Salesflare a "flare" of brilliance in the CRM world? Users rave about Salesflare's intuitive interface and automation features, which eliminate manual data entry and allow them to focus on selling. They appreciate the automatic capture of contact information and interactions from various sources like email and social media, saving them valuable time and effort. The visual pipeline and insightful analytics provide a clear overview of their sales process, enabling them to identify bottlenecks and optimize their strategies. However, some users have expressed concerns about limited customization options and occasional syncing issues with certain third-party integrations. Salesflare's strength lies in its simplicity and automation, making it ideal for small and medium-sized businesses, particularly those in B2B sales, who seek a user-friendly CRM that streamlines their sales process without overwhelming them with complex features.
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