Act Premium Cloud / Act CRM Classic SaaS Review Podcast

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction

In this detailed review, Tony Holowitz sheds light on the new offering from Act called Act CRM SaaS. Released in October of 2020, this software-as-a-service (SaaS) solution allows users to fully operate Act via a web browser, without any installation on their computers. Tony dives into various aspects of this new product, including subscription models, browser preferences, and features.

The Subscription Model

Understanding Subscriptions

Tony emphasizes that the subscription model is becoming standard across many industries. It provides software companies with steady revenue and incentivizes them to keep their software updated. Tony argues that the cost should be secondary if the software pays for itself in value to your business.

Subscription Packages

Act CRM SaaS offers three subscription packages, each catering to different user needs:

  1. Act Essentials:

    • Cost: $15/month or $180 annually.
    • Features: 2500 emails per month.
    • Suitable for those who use Act as just a rolodex.
  2. Act Standard Package:

    • Cost: $360/year.
    • Features: Office and Google integration, 10,000 emails per month.
    • Suitable for most people in sales or marketing.
  3. Act CRM Expert:

    • Cost: Customized pricing.
    • Features: Advanced marketing automation.
    • Suitable for heavy-duty marketers.

Tony provides insights into each package, emphasizing the value of staying in touch with contacts and understanding the data through email usage.

Web-Based Experience

Browser Preferences

Tony mentions that users can access Act CRM SaaS via Chrome, Microsoft Edge, or Firefox. He personally recommends Microsoft Edge but acknowledges different preferences among users.

Learning Curve

Tony highlights that for long-time Act users, getting used to a browser-based version might be challenging. However, he assures that it is something that can be learned and adapted to with helpful tips and tricks.

Detailed Features and Limitations

Act Essentials and Standard Package Limitations

Tony points out a limitation in the first two packages where users cannot add new fields to Act. A workaround is to add different types of fields during the trial period or before uploading the data.

Free Trial and Data Uploading

All the packages come with a free 14-day trial, with no credit card required. Users can easily upload their Act data during this period. Tony mentions that the whole process is free and takes about an hour.

Backing Up and Exporting Data

Some differences with this version include the inability to physically make a backup. Users have to request it, and certain packages allow exporting contact information to Excel.

Conclusion

Tony recommends Act CRM SaaS, having personally used it since December 25th, 2020. While acknowledging that it takes some getting used to, he emphasizes that the differences between the desktop and web-based versions can be learned. He ends his review by encouraging both new and older Act users to consider this solution, offering his assistance for any questions.