Actionstep Pricing Overview

Actionstep Pricing Reviews

(2)
JH
James H.
CFO/COO
Mid-Market (51-1000 emp.)
"Reliable SaaS with Regular Updates, Strong Integrations, and a Solid Roadmap"
5/5
What do you like best about Actionstep?

Being a SaaS product comes with a number of advantages:

- Next to no downtime

- No hardware maintenance required

- New features updated regularly

- Good integrations

- strong roadmap Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Pricing for firms that do not use it as a DMS.

No ability to bring in all the data we required, such as GL.

Support / Migration required third-party support. Review collected by and hosted on G2.com.

Response from Lauren Dagworthy of Actionstep

Hi James,

Always great to hear from you, and thanks very much for taking time to share your review. It’s great to hear that Actionstep’s SaaS model and integrations are working well for your firm. We understand your concerns around pricing and data migration, including GL data, and appreciate you highlighting where the experience could improve. We hope upcoming changes will help to mitigate and improve these areas.

Thank you for being a customer!

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Reliable and Evolving Platform That Mostly Meets Our Needs"
4.5/5
What do you like best about Actionstep?

Mostly suits our needs without any need for customisation. Actionstep is also continually developing the system by adding new features. Reliability is very good with almost no downtime in the 8 plus years we've been using it. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Integration with other systems is currently limited, and new modules/features being added are at an additional charge, which doesn't make using these features as attractive. Review collected by and hosted on G2.com.

Response from Lauren Dagworthy of Actionstep

Hello!

Thank you so much for taking the time to leave a review. It's fantastic to read that Actionstep has been a trustworthy partner to your firm for nearly a decade! We know how crucial a single source of truth is for your firm, and we're proud to provide that for you.

We hear you on the cost of new features. That's exactly why we're working with customers to introduce new packages of our solutions. These packages bundle newer capabilities, such as AI time capture and business intelligence, so firms get more value without piecing together add-ons. If you prefer to stay on your current plan, these features remain available as add-ons, but we'd love to walk you through whether one of the new packages could be a better fit for your firm.

Our partnerships team is also always looking to build integrations that matter most to our customers. If you'd like to share which integrations you need, please submit a ticket or reach out to us directly. We'd welcome the chance to discuss current options and upcoming plans.

We appreciate you taking the time to provide your insights. We hope to work with you for the next decade to come!

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