Most Helpful Features of Act! CRM
At Landform, Act! CRM has quickly become one of our most valuable tools for managing relationships and driving productivity across our teams. Its comprehensive contact and relationship management system lets us centralize all client, partner, and project data, ensuring every conversation, email, and meeting note is easily accessible and up to date. The marketing automation capabilities are a standout — allowing us to design, schedule, and track campaigns that nurture leads and engage clients without adding extra manual work. With sales pipeline and opportunity tracking, we gain a clear, visual understanding of project progress and upcoming opportunities, helping leadership forecast more accurately and prioritize efficiently. The platform’s integration with Outlook and other productivity tools ensures that it fits seamlessly into our existing workflow, while mobile access keeps our team connected in and out of the office. Finally, its customization options allow us to tailor dashboards, reports, and workflows to align perfectly with Landform’s multidisciplinary operations — whether in our Planning, Residential, or Retail & Commercial Studios.
Upsides of Using Act! CRM
The biggest upside of using Act! CRM at Landform is its incredible value for cost — offering the sophistication of enterprise-level CRMs like Salesforce or HubSpot at a fraction of the price. It’s remarkably user-friendly, allowing team members across departments to quickly adopt the system and see immediate productivity gains. The personalization and flexibility of Act! mean we can adapt it to our specific processes, rather than forcing our workflow to fit the software. Its marketing and automation tools have significantly improved our outreach consistency and visibility into engagement, while the sales pipeline tracking has enhanced our ability to manage opportunities and maintain client relationships proactively. Another key advantage is Act!’s dedicated support team — professionals like Emma who bring a high level of expertise, enthusiasm, and responsiveness to every interaction. Together, these elements give Landform confidence that our CRM not only supports our day-to-day operations but also aligns with our long-term growth goals, helping us deliver the exceptional quality, leadership, and relationships that define our “Site to Finish®” approach. Review collected by and hosted on G2.com.
While Act! offers many strengths, the UI and navigation, which many describe at times feels a little clunky, making it harder to move fluidly between modules or locate features quickly.
The learning curve and setup complexity — especially with the initial configuration and customization is complicated Review collected by and hosted on G2.com.
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