Showing posts with label contact management database. Show all posts
Showing posts with label contact management database. Show all posts

6/26/2012

QuickBooks: Customer Manager - New Version Review

QuickBooks: Customer Manager - New Version
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I have used ACT! and Qbooks for years. I needed an upgrade to ACT! but received very poor reviews for ACT! 6.0. Intuit always gives a quality product so I bought This Customer Manager.
The advertising makes it sound so powerful but I cannot find much to do with it. It is like Intuit sold a shell they were developing to recapture development costs.
Its kind of funny in a sick sort of way .. but I can't find much functionality in this product at all. It really doesn't do anything except list your customers and... nothing!

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5/24/2012

Prophet 3.0 - 3 Pack Review

Prophet 3.0 - 3 Pack
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I have purchased the Prophet Pro 4.0 version for $199.95 from the vendor and straight out of the gate the installation was fraught with bugs and problems. I had to first tweak the registry with a patch to get the software to even begin the install, I then had to download a file from Micrososft "Windows Installer Distributable 3.1" to get the software to install on the machine. After the installation according to the users guide when I start Outlook I was to be asked questions regarding the configuration and what files to use and where to install which never happened. After this it was no suprise to find that no component of the application was present at all within Outlook. I uninstalled the software and went through the process again and finally got it to run only to find that some of the toolbars did not work when pressed and that when I wanted to backup my DB to my network drive it would not do it because you have to backup locally and manually copy it to the server for safekeeping. To make this even worse, if that was possible, Avidian does not provide patches, updates or fixes on their website like most NORMAL developers do, you have to pay a seperate fee for that bit of heaven. When asked why this was not included in the purchase price I was told that their oversees customers dont require patches or fixes, which makes you wonder what the heck those people are doing over there. In short the only good thing about this product is the money back guarantee which I am going to fully avail myself of. If you are looking for a good CRM product look at Maximizer, I think that will be the route I am going to pursue.
PS... Avidian people dont seem to give a hang whether or not you are happy with their product or service, maybe they will start if more of us who buy the product and return it spread the word a bit.
PSS... Too bad I cant choose a number of stars lower than 1, 1 seems to good for them.

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1/21/2012

ACT 6.0 - 5 User Review

ACT 6.0 - 5 User
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I've been a faithful user of ACT since 1998. I've always found it intutive and an absolute must for my sales activities. I've been such a big proponent of ACT that I often recommend it during my company's sales consulting practice. I've attended several one day training courses from ACT approved training centers to improve my operating of the software.
I've always upgraded shortly after ACT has brought a new version to market. The changes have always been minimal, but you could always see the improvements from one version to the other and they always made sense. The improvements have made ACT easier to use and much easier to use with Outlook.
I decided to do the trial version of the newest ACT to see how I would like it......and I didn't.
What a disaster. The only positive point was that I kept my ACT 2004 as a seperate program and am I glad I did.
The new version of Act was slow, clunky, very unintutitive and hard to operate. I lost all ability to synch with Outlook. It is a disaster. I hope ACT will improve the system before jaming a new one down our throats. I bet I get an email once a week urging me to upgrade and how the price will go up if I don't. After the trial session I wouldn't upgrade if they gave it to me.
Stick with your older version of ACT until they get the major problems with the new version repaired.
Shame on you ACT for bringing a product to market that is vastly inferior to your older versions.

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ACT! 6.0 organizes all your customer information in one place to give you instant access to every detail of every customer relationship. You'll be able to find anyone or any detail in seconds, including names, phone numbers, addresses, notes from previous conversations, upcoming appointment details, call histories, a list of follow-up activities, and much more.
ACT! even manages your sales pipeline with forecasting tools and built-in reports, and allows you to safely share complete customer information with your workgroup. It works with Outlook, handhelds, and paper planners to propel your business to a whole new level.

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12/19/2011

Customer Appointment Manager 4.0 Review

Customer Appointment Manager 4.0
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OK... so I have used a paper scheduling book for the past 20-years. One reason I never moved to a computer program is because I don't like computers and they don't like me. A friend of mine recommended Customer Appointment Manager, so I tried it out. IT IS SOOOO EASY TO USE. And if I can use it, anybody can. I am much more organized now and quickly check past appointments, schedule future appointments, or create recurring appointments. GREAT PRODUCT!

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12/18/2011

Maximizer 6.0 Review

Maximizer 6.0
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If Max 6.0 worked as well as previous versions the upgrade would be worth $100's more.... but....
Simple things such as e-mailing multiple contacts at one time are now seemingly impossible, though easily accomplished in earlier versions. Bugs galore and by the way, these are new bugs overwriting tried and true software. But then again, I guess that helps support the $45 charge per tech support call. Note - you cannot e-mail tech support from the Multisoft website... hmmmmm.
I removed 6.0 and reloaded 5.0 so that I can get some work done... still waiting to get my money back.
BTW - I still have my copies of 1.0, 1.2, 3.0, 97is & 5.0

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10/29/2011

ACT 3.0 Review

ACT 3.0
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This product will greatly fulfill your need for a tracking database.
Efficient and affordable.

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10/25/2011

Act By Sage Premium for Real Estate 2006 Review

Act By Sage Premium for Real Estate 2006
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I love this program with a few exceptions. It would be so much better if the report templates were easier to change/create, you could attach files to email templates for mail merge docs being sent to lookups/groups and didn't slow your system down so much. Otherwise, I use it everyday and can't imagine my business without it.

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Whether you're a single-agent or part of a broker business or a large workgroup, ACT! Premium for Real Estate can help you to become more productive and effective in managing prospects and customers. With more than 2.5 million individual users and 32,000 corporate customers, ACT! Premium for Real Estate continues to be the award-winning market leader in contact and customer management among real estate professionals. Centralize Buyer, Seller and Vendor InformationACT! Premium for Real Estate is a single, central repository for critical prospect and customer information captured across your business -- whether you are a one-person business or a large workgroup. ACT! Premium for Real Estate enables you to keep detailed prospect and customer information, group relevant contacts, capture all customer communications on the contact record, track opportunities through the sales process, and report on overall effectiveness.ACT! Premium for Real Estate can help you can track complete buyer, seller and vendor information including contact details, notes and history, appointments and to-dos, documents and sales opportunities. The Groups feature lets you easily communicate and schedule with related contacts can create up to 15 hierarchies of subgroups for managing information. Groups can even be utilized to track properties and contacts associated with those properties, and you can attach critical documents such as inspection reports, house photos, MLS listings, and more to the contact record.Instant Information Access for High Levels of Customer Service ACT! Premium for Real Estate allows you to search information in on any field, or search by key words to access contact and information immediately. Did you receive a call from a prospect but only caught the first four digits of their phone number? No problem. Simply perform a lookup on the phone number field and quickly find who you are looking for. You can also perform numeric lookups by ranges such as greater than or less than queries and save these queries for reusable searches.For quick and easy referencing, ACT! Premium for Real Estate allows you to track all of your critical contact and customer communications on the contact record. The software offers 30 letter templates customized for real estate in the areas of Letters to Buyers, FSBOs, Lead Follow-up, Open House Follow-up, Referral Letters, Letters to Sellers, and PR Campaigns for the Holidays. These custom letter templates were sourced from a respected real estate communications expert to improve your communications. ACT! Mail Merge allows you to correspond with multiple contacts (either via e-mail or paper correspondence) and automatically track a history on each contact record. Prioritize Your Work and Manage Your Leads Stay on top of appointments and tasks by scheduling activities using one of more than 20 activity types. Or, set up an Activities Series using one of the nine custom Activity Series specific to real estate including active listing, new listing, listing prospect, active buyer, new buyer, buyer prospect, and more. In addition, ACT! Premium for Real Estate offers multiple Calendar Views including daily/weekly/monthly/today views, as well as activity alarms, so you never miss an important appointment or deliverable.You can also import leads from a variety of sources so you can start turning those prospects into customers immediately. You can segment leads into relevant groups, schedule an activity series for all leads that you imported so you have a set marketing strategy with reminders of upcoming tasks, and send your first personalized communication using mail merge. The software also enables real estate agents to track sales opportunities through close utilizing the standard sales process or a process customized to suit your business.In addition to the more than 40 standard reports in ACT! Premium for Real Estate -- including phone lists, activity reports, and sales summaries -- you'll also have nine custom report templates for real estate at your disposal. These include: buyer completed activities, seller completed activities, activities by type and activities by contact so you can actively update your buyer or seller, see which marketing activities converted to sales, and determine the most effective communication vehicles. And best of all, you can synchronize your ACT! Calendar, Contact and To-Do Information to your Palm OS or Pocket PC device, so you always have access to your critical contact information while you're on the road.

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9/01/2011

Act 6.0 Review

Act 6.0
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Our company had been using ACT since version 2.1, and we still have the big red box with those floppies in it. And after three months of working with ACT 6.0 and the two patches released since launch, we've started to wonder if dusting off those old 80286 machines which once ran ACT 2.1 might be a safer idea. To summarize our experience: It almost killed us.
Late last year, I came to this company as a consultant in information technology and saw a complete disaster built around ACT 5.0 on a peer to peer network. One workstation fed data to three others, and a fourth operated through email synchronizations out in the field. After putting a dedicated and capable server (Dual P3-600, 1G RAM, 18G RAID array) together as a host for the ACT data files and synchronization software, we thought we had it licked. Unfortunately, we should have stopped there. E-mail based synchronization was flaky due to a slightly unreliable ISP.
We then identified an interest in managing QuickBooks Pro and ACT together, which was offered by ACT 6.0. So, when a phonecall came from Interact offering us full version licenses at the upgrade price, we jumped on it, hoping for improvements in the synchronization process and the ability to extend ACT's functionality to other software and devices, such as a considered deployment of Palm OS devices to our sales force. Once we got ACT 6.0 at the office, we were updated and running with it within a week.
Then the trouble started. Synchronization fell even further into a pit, with lost contacts, appointments that refused to reschedule across synchronization, and a complete breakdown of the email software built into ACT. They had seperated the Internet e-mail tool from the main program in a way that seemed to make no sense, spawning a new window while still interrupting the main thread of the ACT database. If your email client hung for some reason, the entire application would stall and require a process kill. And if your email program has a problem finding the hostname to one of your mail servers, forget it. It'll hang.
Accessing the database across our LAN became intolerably slow under ACT 6. Our database, with 4500 contacts, would take a half second to a second or more simply to page through the contacts. Under ACT 5, this is practically instantaneous. Loading the calendar view with only 5 users scheduled, and filtered to only display two, took between 15 and 30 seconds. Under ACT 5, one to two seconds, tops.
We have one of the ACT Advantage support memberships, and even had an ACT certified professional who seemed very knowledgeable look at our setup. He went over every inch of our network and ACT configuration, and saw nothing wrong with anything I had done. The ACT Advantage people told me to install Outlook on the server on the off chance that might work. Why should I need to use a third-party application to make ACT work? If the built-in Internet E-mail option for synchronization is unreliable, why include it for something as important as this?
The "Library" tab was an absolute joke. We could not resize images displayed in it that had been scanned using our sheetfed desktop scanners, and viewing a contact with this tab took up to a minute. It simply boggled the mind how much this "feature" wasn't.
Our largest initial annoyance was the fact our scanners could no longer scan directly into the ACT application. Under ACT 5.0, the scanner functioned simply. View the contact you wanted to attach a document to, feed the document through the scanner, and done. Attached as a note to the contact. Under ACT 6 this broke, and ACT claimed it was a third-party application that they did not support. We had only a very basic program, PaperPort, that managed this interface. It seems to simply use the drag-and-drop functionality inherent to Windows to perform this task. Under ACT 6, this was broken, but of course can be worked around by spending two hundred dollars on an "Add-In"...
In general, ACT 6 felt like a very shoddy product. It felt for all intents and purposes like someone had taken the ACT 5 codebase and decided to split it up into smaller components in order to facilitate the selling of even more Interact and third-party applications and "Add-ins" to increase revenue.
We returned it. It really is not worth the risk.

Click Here to see more reviews about: Act 6.0

ACT! 6.0 organizes all your customer information in one place to give you instant access to every detail of every customer relationship. You'll be able to find anyone or any detail in seconds, including names, phone numbers, addresses, notes from previous conversations, upcoming appointment details, call histories, a list of follow-up activities, and much more.
ACT! even manages your sales pipeline with forecasting tools and built-in reports, and allows you to safely share complete customer information with your workgroup. It even works with Outlook, handhelds, and paper planners to propel your business to a whole new level.

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8/04/2011

Best Software ACT 6 for 2004 Review

Best Software ACT 6 for 2004
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I am the Senior IT Tech at a large company and our top 2 executives and their secretary have been using Act for years and years. We started getting data corruption on a regular basis in one of the two dbs. So we decided to upgrade to Act v6 2004.
Let me just say that I think the interface is clunky and outdated. The 2004 software feels like something written in the early 90s. You can't use the mouse wheel to scroll through your contacts (we have over 400 employees in the db). The icon graphics are crap, the backgrounds and titles repeat themselves on large monitors. And the program is painfully slow. Clicking from calendar to contacts to task lists often takes 3-4 or more seconds (compared to outlook which is instant).
We first started having major problems with the Pocket PC Link. It's garbage...you cannot sync with the PDA unless you exit act (unlike Outlook). And if you delete contacts on the PDA, they will come back because a malfunction in programming prevents it from being deleted on the Desktop. Deleting calendar events replicates fine, but you cannot delete contacts on the PDA. This was all confirmed by Act tech support on several occasions as we ran into these problems.
Furthermore, even with the new ACT 2004 we again kept getting the databases corrupting. When they get corrupted, you better hope you have backups, cause all tech support will tell you is they have a data recovery team. We looked into it, expect to pay near $1,000 to recover your data. So we restored our General Managers data from tape backups, from local backups, or from his PDA, on a regular basis. After hours and hours on the phone with tech support, they finally told me that storing the database on the network can cause the db to get corrupted. This was not written in any documentation I could find anywhere that came with the software. The only way to share the calendar with a secretary is to have it accessible on a network. MAJOR DESIGN flaw. And to make things worse, when I asked for help to implement their "bandaid" workaround to "reduce the risk" of further data corruption, they asked for a credit card.
We're going back to Outlook 2003 using our Exchange server, never had any problems. I guess we fell for their marketing by thinking that a $200 product is actually worth something. This software is not worth anywhere near the price we paid.
Do yourself a favor and skip the hastle.

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6/23/2011

ACT by Sage 2009 (11.0) Review

ACT by Sage 2009 (11.0)
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I unfortunately started with ACT! 2006!, and upgraded from there one. Every year since then a new version came out at about $100+ for the upgrade, and instead of cutting my losses, I purchased each upgrade. about $800 dollars later, I've had enough. Please note that I have never written reviews, but became so jaded about this program that I felt I had no other choice. Also, please note that I use act on my computer and my assistants.
This program is horrendous. It is extremely slow, crashes constantly, and has tons of error messages. I remember upgrading to 2009 just so that I could get another few months of tech support. It seemed as if the upgrade cost would make sense, considering their crappy support charges by the minute. Anyway it wasn't and now I am looking into getting my database converted (my biggest issues being the notes) at this I don't care how much I spend on the conversion, or even If I have to retype all my notes over. I hate this program, and will literally toss it out of my window as soon as I can. Trust me, look for an alternative. If you don't mind the effort, attempt in creating a database on filemaker, or just use outlook.

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6/09/2011

Act By Sage 2010 Review

Act By Sage 2010
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I would like to tell you about my experiences with ACT! but also provide some additional information about this program since there seems to be a lot of MIS-Information flying around. I do not work for this company and am not affiliated with Sage in any way. I am just a user. I have written database applications in the past.
I have been an ACT! 3.0 and then ACT! 6.0 version(s) user for a number of years. When I tried to upgrade to ACT!2006 there were some problems. I decided not to upgrade and wait until the problems were resolved. I recently purchased ACT! 2010 and am fairly happy with it.
These types of programs like ACT! are database applications. They are written using a database engine that lies beneath the surface of the part the user sees. This engine could be MS Access, MS FoxPro, R:BASE or some other program. Up until about 2004, ACT! was based on a MS FoxPro engine. In this situation, the database and the underlining engine are essentially one program. In about 2005, the company switched to using MS SQL server. In this situation, the application the user sees and the database engine are separate programs. The user's application (the part you see) is written using what's known as a "front end" program like MS Visual Basic, MS Access or maybe MS Visual C. (MS = Microsoft). The reason for the separation of the two sides of the program, is to allow the engine and the user's data to reside on a server somewhere other than the users computer. This way, several users can conveniently access the data at the same time. MS SQL server is a tricky program to talk to and it takes some time to get this right. This probably explains some of the problems with earlier versions.
Having two separate programs, however, slows things down a bit. There will be a slight delay compared to a single database application. This is similar to when you look up books on Amazon.com. Sometimes it does not respond right away. Usually though, the network traffic will be much less at your location than on the internet.
That all being said, ACT! 2010 runs pretty good, but you need to be aware of some things in order to get good results. I am using it on my own computer, not on a server, and have Windows XP, SP4.
1) The CPU in your computer should be fairly recent. Like at least 2.0 GHz for a desktop.
1) Because you are loading up two programs at the same time, you need more memory. I originally had 1 GB in my laptop and the ACT! program did seem a little slow. I upgraded to 4 GB (3GB usable) and there was a noticeable improvement in the response time. Like 25% better. Memory is cheap right now.
2) I ran Sages Hotfix#4 and that seemed to help a little too. Available on ACT! website.
3) Running the Windows defrag utility may help if you haven't done this lately. Having a fast Hard Drive is good - 7200RPM.
4) Because I have wide screen, I was using oversize fonts (120 dpi instead of 96 dpi). The program did not like this and ran "funny". I had to reset my video card back to the standard 96 dpi. When I did, the results were much better.
5) Like many other software, ACT!2010 has the ability to run 3rd party plug-ins or add-ins. My version came with a trial version of a marketing program (one of the tabs). I found that this slowed things down some, especially at boot up. I deleted it using some instructions I found on the user community forum. It was simple to do and it helped.
Since I can write database applications myself, I considered preparing one for my own use. This is a large undertaking for anything similar to ACT's feature set so I decided to just buy one. I looked at probably 30 programs. Commercial ones, free, shareware, trial copies and so on. I found that compared to the others, ACT! is especially well designed and laid out and is really the best program of its kind. When combined with Outlook, you really have a powerful setup for managing your daily activities.
Setting up ACT! to run really smooth make take a little more than some other stand alone programs, because of the two part database I mentioned earlier. For this reason, you might want to contact technical support to help you if you have tried my suggestions and the program is still not running right. If you are not technical, there are many consultants available who know this program well.
As far as technical support goes, when I had the problem with my font size, I was baffled about it because it didn't show up with any of the other programs I use. I called the Tech support line and spoke to someone there who assessed my problem and instructed me on how to solve it. I did not say anything about my engineering background so as to see what level of people they had answering the phones. I was pleasantly surprised at the high quality of the tech support people. They know their stuff very well.
All in all, I would recommend this program highly to users who have the appropriate hardware to run it fast and who will spend a little time (or money in the case of a consultant or extra tech support) to set it up properly. The program will repay you with lots of sales leads and help you manage your day better.
One final comment. When upgrading from earlier versions, this is not a plug and play process. You need to carefully think about doing this, review the on-line notes, manuals and so on. There is a users forum with helpful info. ***BACK UP*** your database before proceeding with any upgrades, including backing up the Outlook data if you are going to work the programs together.

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