LionDesk vs Act! CRM

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

LionDesk Software Tool
Act! CRM Software Tool

Product Basics

LionDesk delivers cloud-based marketing and sales tools tailored to professionals in the real estate industry. Suitable for individuals, teams and brokerages, it provides a single place to manage client relationships.

It helps import leads from other sources, organize information, manage processes, connect with clients, boost closed deals and track tasks. Capabilities include contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.
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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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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Work Anywhere: Access from both iOS and Android devices for on-the-go functionality. 
  • Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information. 
  • Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text. 
  • Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually. 
  • Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers. 
  • Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner. 
  • Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns. 
  • Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow. 
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  • 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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  • Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks. 
  • Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters. 
  • Lead Import: Saves time by automatically adding leads from Realtor.com, Zillow, Trulia and Zip Realty. 
  • Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data. 
  • Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email. 
  • Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses. 
  • Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications. 
  • Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes. 
  • Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects. 
  • Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads. 
  • Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB. 
  • Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages. 
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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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Product Ranking

#18

among all
CRM Software

#31

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 191 reviews
Good User Sentiment 1012 reviews
83%
of users recommend this product

LionDesk has a 'great' User Satisfaction Rating of 83% when considering 191 user reviews from 4 recognized software review sites.

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.

2.5 (1)
n/a
3.9 (27)
3.9 (353)
4.1 (94)
3.7 (613)
4.4 (69)
n/a
n/a
3.2 (46)

Synopsis of User Ratings and Reviews

Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.
Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.
User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.
Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.
Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.
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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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Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.
Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.
Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.
Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.
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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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LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

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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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