Act! is considered a solid CRM option by many users, especially small businesses. With over 800 reviews and an average rating of 3.8 out of 5 stars for ease of use, value, and functionality, it offers flexible tools for contact management, note organization, integrations, and robust search and filtering capabilities.

What is Act! software used for?

Act! software helps businesses manage customer relationships, drive sales, and track performance through real-time metrics and actionable insights. It includes core CRM, sales, and marketing tools, along with advanced features like workflow automation, campaign templates, landing pages, and AI-assisted content generation to streamline and enhance customer engagement.

What are the benefits of Act!?

The benefits of Act! include consolidating sales and marketing activities in one spot, saving time with automation and AI tools, and building stronger customer relationships with personalized campaigns and detailed account notes. Act! reviews mention that the platform is user-friendly, and teams can manage leads from initial contact to final sale.

Does Act! integrate with Outlook?

Yes, Act! integrates with Outlook to sync contacts and calendars, create history records, track email interactions, and add new contacts from Outlook emails. Users appreciate Act!'s extensive integrations to streamline communication, organize contacts, connect with eCommerce platforms, provide better customer service, and improve productivity.

Updated April 8, 2025 at 7:13 AM

Act! 2026: Benefits, Features & Pricing

Written by Laura Burgess

Content Analyst

Edited by Caroline Rousseau

Senior Editor

Wondering if Act! is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Our Summary
Pricing and Plans
Features
Integrations
Key Sentiments
User Reviews
Frequently Asked Questions

Our Summary

Act!

3.9

(846)

FrontRunner 2026

Pros:

Customization options
Email integration

Cons:

High subscription cost
Frequent crashes

Pricing

Starting at $30.00 per month

What is Act!:

Act! is a customer relationship manager (CRM), email marketing, and marketing automation tool with sales pipelines, detailed customer interaction notes and details, and content creation and execution features. It also offers granular reporting for customer engagement rates, sales campaigns, and sales pipelines.

Why we like Act!:

Established in 1987, Act! is a longstanding player in the CRM space, with a rating of 3.8 out of 5 stars. Users of Act! appreciate its contact database and search and filtering functionality, according to verified user reviews. It also supports integrations that enhance its CRM and sales capabilities, helping businesses streamline their workflows.

Who should use Act!:

Act! is best suited for small businesses looking for an affordable and all-in-one CRM and marketing solution. Act! also offers cloud-based functionality and an iOS and Android app for on-the-go customer and sales management.

Act! Screenshots

Act! Overview

Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesses in industries such as insurance, financial services, and manufacturing. It helps businesses organize customer data and manage interactions through a centralized, user-friendly interface accessible both in the office and remotely.

The platform includes features for managing customer data, integrating calendars and emails, tracking sales pipelines, and creating interactive quotes. Users can organize calls, emails, notes, tasks, documents, and quot...

Act! Pricing and Plans

Starting price: $30.00 per month

Free Trial

Free Version

Act! Advantage Standard

$30.00

per user, per month

Plan includes:

Full-featured CRM & Mobile App
Email Marketing (includes 2,500 sends/mo)
Office 365 & Gmail Integration
Interactive Quotes & Online Appointment Scheduling Forms, Surveys, Website Chat & Event Management
Reports & Interactive Dashboards
Standard Support w/ Dedicated Onboarding Specialist
Immediate, browser-based access
Automated updates & nightly backups
MacOS compatibility
Billed annually

Act! Advantage Professional

$45.00

per user, per month

Plan includes:

Everything in Standard, plus:
Email Marketing Plus (includes 25,000 sends/mo)
Advanced Interactive Quotes & Online Appointment Scheduling
Advanced Forms, Surveys, Website Chat & Event Management
Accounting Integration
Project Management
25 Gb Storage
Billed annually
Immediate, browser-based access
Automated updates & nightly backups

Act! Advantage Ultimate

$60.00

per user, per month

Plan includes:

Everything in Professional, plus:
Marketing Automation (includes 50,000 sends/mo)
Custom Industry Tables
Online Customer Portal
Enhanced Support
35 Gb Storage
Immediate, browser-based access
Automated updates & nightly backups
MacOS compatibility
Expert technical support

Act! Premium Desktop

$39.00

per user, per month

Plan includes:

Networked & offline access
Self-managed security
Complete control of updates

Act! Email Marketing Plus

$79.00

usage based, per month

Plan includes:

Additional 25,000 sends for Act! Advantage Standard and adds:
AI Writing Assistant
Turnkey Campaigns
HTML Email Editor
URL Shortener
Social Sharing
Landing Pages
Surveys
Team Management
Response-Driven Nurture Marketing

Act! Marketing Automation Complete

$199.00

usage based, per month

Plan includes:

Additional 50,000 sends plus everything in Act! Email Marketing for Act! Advantage Standard & Professional

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Our Analysis of Act!'s Pricing Plans

Selecting the right CRM and marketing automation solution for your business can be a daunting task, especially when it comes to understanding the various pricing plans available. To help you make an informed decision, we've taken a deep dive into Act!'s pricing structure and broken down the key features and benefits of each plan. With cloud-based and on-premise options, built-in marketing automation, optional premium tiers for advanced marke...

ting tools, and add-ons to extend functionality, the platform is designed to scale with your needs. Below, we break down the key features and pricing considerations for each plan. Act! provides a free trial of its services, allowing potential customers to test-drive the software before committing to a paid plan. **Act! Premium Cloud** The Act! Premium Cloud plan is ideal for businesses seeking a cloud-based CRM solution with robust features. At $30 per user per month, billed annually, it offers a comprehensive suite of tools for managing customer relationships and automating marketing efforts. **Pros:** - **Remote accessibility:** Browser-based access allows users to work from anywhere with an internet connection. - **Robust security and reliability:** World-class hosting ensures data security, while automated updates and nightly backups provide peace of mind. - **Mobile-Friendly:** A powerful mobile app enables teams to stay connected and productive on the go. **Cons:** - **Mandatory annual billing:** The plan requires an annual commitment, which may not be suitable for businesses with fluctuating needs. - **Per-user pricing model:** For larger teams, costs can add up quickly, as each user requires a separate subscription. - **Limited Customization:** As a cloud-based solution, customization options may be more limited compared to self-hosted alternatives. **Act! Premium Desktop** For businesses that prefer a self-hosted CRM, the Act! Premium Desktop plan offers greater control and customization at $39 per user per month, billed annually. **Pros:** - **Offline access:** Users can work offline and sync data when a connection is available, ensuring uninterrupted productivity. - **Full data control:** Businesses maintain complete control over their data security and can implement their own measures. - **Customizable update scheduling:** Administrators have the flexibility to schedule and manage updates according to their preferences. **Cons:** - **Higher upfront costs:** The desktop plan is more expensive than the cloud version, which may strain budgets for cost-conscious businesses. - **In-house maintenance responsibility:** Self-hosting requires in-house IT resources to manage security, updates, and backups. - **Local infrastructure requirements:** Businesses must invest in and maintain their own hardware and network infrastructure to support the software. **Act! marketing automation plans** Act! offers a range of marketing automation plans to complement its CRM offerings, allowing businesses to streamline their outreach efforts. - **Basic:** Included with Act! Premium Cloud, this plan allows users to send up to 2,500 emails to unlimited contacts. - **Select:** At $79 per account per month, this plan supports sending up to 25,000 emails and includes features like nurture campaigns, AI writing assistance, landing page templates, and surveys. - **Complete:** For $199 per account per month, businesses can send up to 50,000 emails and gain access to lead scoring and workflows. - **Advanced:** The top-tier plan, at $399 per account per month, allows sending up to 100,000 emails and includes A/B testing, progressive profiling, and expert consultation. **Add-ons and extras** Act! provides various add-ons to extend the functionality of its CRM and marketing automation tools, such as: - **Enhanced support:** For $10 per user per month, businesses can access premium support services. - **Custom tables:** At $10 per user per month, this add-on allows for the creation of custom data tables. - **SMS4Act! text messaging:** Starting at $19 per month, businesses can engage with customers through text messaging. - **Online quotes, lead forms, and event management:** Available for Act! Premium Cloud users at $22.50 per user per month. - **Additional cloud storage:** Extra storage can be purchased at $4 per month per 5GB. - **Desktop sync:** For $10 per activation per month, users can sync their desktop and cloud data. **Conclusion** After analyzing the pricing structure of Act!, it's evident that the company provides a range of options designed to cater to businesses of various sizes and needs. **For small businesses and startups:** Act! Premium Cloud at $30 per user per month (billed annually) offers an affordable entry point into the world of CRM and marketing automation. This cloud-based solution provides essential features, secure hosting, and expert support, making it an ideal choice for those just starting out or with limited budgets. **For growing businesses and enterprises:** Act! Premium Desktop at $39 per user per month (billed annually) delivers a more robust and customizable solution. With networked and offline access, self-managed security, and complete control over updates, this plan empowers larger organizations to tailor the software to their specific requirements. The additional features like custom tables and desktop sync further enhance its suitability for complex business environments. Regardless of the size of the business, Act!'s marketing automation plans offer a scalable approach to email marketing. From the Basic plan included with Act! Premium Cloud to the Advanced plan at $399 per account per month, companies can choose the right level of functionality and email volume to match their marketing strategies and customer engagement needs. Ultimately, choosing the right Act! plan depends on your business’s specific needs, budget, and long-term goals. With a variety of pricing options and a free trial available, businesses can explore the platform’s CRM and marketing automation tools to determine which setup aligns best with their workflow and customer engagement strategies.

Compare Pricing

Compare pricing across our most frequently recommended CRM products.

Software options

Starting price*

User rating

Claritysoft CRM

$49.00 per month

4.51(204 reviews)

recommendations

Salesforce Sales Cloud

$25.00 per month

4.39(18750 reviews)

recommendations

kintone

$24.00 per month

4.66(153 reviews)

recommendations

HubSpot Sales Hub

$20.00 per month

4.54(494 reviews)

recommendations

monday CRM

$12.00 per month

4.69(453 reviews)

recommendations

*Defined as the price above any available free plan

Act! Features

Drawn from insights across 846 verified reviews, we've outlined Act!'s best and worst rated features and how they stack up against the average rating.

Act!'s score

Category average

Act!'s Best Rated Features

Data Security

4.79

4.34 category average

Customer Database

4.68

4.48 category average

CRM

4.68

4.24 category average

Act!'s Worst Rated Features

Social Media Integration

2.38

3.33 category average

Lead Qualification

2.80

4.11 category average

Territory Management

3.25

3.46 category average

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Act!
A/B Testing
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Autoresponders
Batch Processing
Calendar/Reminder System
Calendar Sync
Campaign Analytics
Campaign Management
Client Management
Collaboration Tools
Commenting/Notes
Contact Database
Contact Management
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Electronic Signature
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
File Sharing
Forecasting
For Insurance Industry
For iPad Devices
For Small Businesses
For Startups
Insurance Management
Interaction Tracking
Kanban Board
Landing Pages/Web Forms
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Marketing Automation
Marketing Calendar
Mobile Access
Mobile App
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Process/Workflow Automation
Prospecting Tools
Real-Time Data
Referral Tracking
Reminders
Reporting & Statistics
ROI Tracking
Role-Based Permissions
Sales Activity Management
Sales Analytics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search
Search/Filter
Shared Contacts
SMS Marketing
Social Marketing
Social Media Integration
Template Management
Third-Party Integrations
Visual Analytics
Web-based Deployment
Website Visitor Tracking

Act! Integrations

Based on 846 verified reviews, we've identified products most frequently integrated with Act!.

Zapier

Integration rated 4.3 from 5 reviews

LinkedIn for Business

Integration rated 5.0 from 3 reviews

Meta for Business

Integration rated 5.0 from 2 reviews

Dropbox Business

Integration rated 5.0 from 1 review

Calendly

Integration rated 5.0 from 1 review

QuickBooks Desktop

Integration rated 5.0 from 1 review

See all 30 integrations

Act! Key Sentiments

We analyzed 846 verified reviews for Act! to find out what actual users really think.

Most Positive Sentiments

Customization

63% Positive

32% Neutral

4% Negative

Users find Act! highly customizable, allowing them to tailor the software to their specific business needs. They appreciate the ability to customize features, layouts, and various aspects of the interface. Reviewers highlight the flexibility and control Act! offers, making it a valuable tool for businesses with unique requirements.

Client management

46% Positive

41% Neutral

13% Negative

Users rely on Act! for efficient client management, appreciating its ability to store and track client records and information. They find the software useful for maintaining detailed client histories and staying organized. Many reviewers emphasize the ease of use and the comprehensive nature of Act!'s client management features, which effectively support their business operations.

Customer service

45% Positive

26% Neutral

29% Negative

Users find Act! helpful for customer management, engagement, and tracking, with some praising the customer support as top-notch and responsive. However, others experience frustration with slow response times, poor support quality, and difficulty resolving issues. The mixed feedback highlights both the strengths and weaknesses of Act!'s customer service.

Least Positive Sentiments

Software upgrades

32% Positive

26% Neutral

42% Negative

While not a universal sentiment, some users express dissatisfaction with the frequent forced upgrades and the discontinuation of support for older versions. Many reviewers report issues with the upgrade process, including compatibility problems, increased costs, and the need for extensive support.

Contact management

45% Positive

45% Neutral

10% Negative

Users value Act!'s robust contact management features, which allow them to store and organize customer information in a centralized location. They appreciate the ease of creating and managing contacts, as well as the software's user-friendly interface. Many reviewers highlight the importance of Act! in their business operations, particularly for tracking interactions and maintaining a comprehensive contact database.

Act! User Reviews

Overall Rating

3.9

Ratings Breakdown

43%

28%

13%

Secondary Ratings

Ease of Use

3.9

Value for money

3.8

Customer support

3.6

Functionality

3.9

Marc B.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

ACT Works for this Sales Guy

I have used it for over 25 years and I find it invaluable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The CRM is a good but it is great as a tool to send personalized emails and letters to groups of people.

Cons:

It takes up a lot of memory and with a low gig computer can be an issue.

Reasons for switching to Act!

I was the only user and while I have heard great things, it is not meant for one user without an admin.

Vendor Response

It's great to hear that you are using Act!'s fully integrated sales and marketing features to grow your business, Marc. Thank you for letting us know!

Replied January 2025

scott M.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for less than 12 months

Reviewed December 2025

Good System with extras

Overall a good system. Great improvement over the old version. I wish I was able to customize the KPI's.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ACT includes project management and newsletter tools to integrate our data in one place. Customer support is excellent

Cons:

The cloud version is glitchy. It not always accessible and sometimes locks us out for no reason so needs a customer service call.

Reasons for choosing Act!

We were already using and older version of ACT

Vendor Response

Thank you for your feedback, Scott. It's great to hear that you're leveraging Act!'s many features. Your accessibility issue and KPI customization request have been forwarded to our team for review. We appreciate you taking the time to leave this review!

Replied January 2026

Tracy R.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Reviewed June 2024

ACT cloud for Marketing

ACT is a solid program and has been working for us since 1999. The cloud based version is new for our company but one we are welcoming since we want to speed up the database process. The old desktop version has become super slow and time consuming with freezes and overall slowdowns navigating through the CRM.

Ratings Breakdown

Ease of use

Value for money

Previously 3

Customer support

Previously 1

Functionality

Previously 5

Pros:

We have been using ACT for 19+ years. To make the switch to the cloud version just seemed logical. It has the basics features that we need and was simple to transfer over to the client.

Cons:

ACT does not have all the bells and whistles that we would like such as power dialers and automatic reporting.

Reasons for choosing Act!

The ease of moving from a CRM company that we have used for years.

Reasons for switching to Act!

The software support was no longer available.

Christopher K.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for more than 2 years

Reviewed December 2025

25 Years and still happy!

I could not be happier. Thousands of my contacts at my fingertips set up the way that works for me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been with ACT since 1998. I have owned many versions and just upgraded to the Cloud version. They have added a mobile app (that was lacking before and the reason I almost left), added project and pipeline management, and interactive quotes to name a few of the new features. When I switched to the cloud, I had an issue getting my database converted. As I was struggling with that, my phone rang. It was ACT calling to see if I needed help with anything. I said yes and within 2 minutes, I had a support specialist remoted on my computer fixing my problem (not theirs - I sent the wrong file).

Cons:

What's not to like. I hope they continue to add features and expand upon the integrated features. Act! should be the first place you look.

Reasons for choosing Act!

Act was easier to configure and had more features that worked for me.

Vendor Response

We love hearing that our longtime customers are continuing to experience increased efficiencies and value in Act! Advantage. Thank you for your review, Christopher. You made our day!

Replied December 2025

BRAD N.

Verified reviewer

Building Materials

51-200 employees

Used daily for less than 6 months

Reviewed January 2026

REVCHEM / BRAD NOFFSINGER 2026

So far, it's great. This new form of note taking tool has helped to keep me on track with all of my customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How simple it is for note taking and contact information as well as setting up meetings. Using this program has worked out everywhere I have traveled. The cloud is a great tool.

Cons:

Nothing at this time. It's hard to say, I am so new to this program that I have not found anything that I would change at this time.

Reasons for switching to Act!

The system was inconsistent as well as complicated at times

Vendor Response

Welcome to the Act! Family, Brad! It's exciting to hear from you as you begin using Act! and we hope you'll contact us at 866-873-2006 if you have any questions along the way!

Replied January 2026

Kevin W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed January 2026

ACT! Overview

In my business, tracking calls and setting meetings is very important. ACT! has served me well over the years.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been using ACT! as my contact management system for over 25 years. The system has evolved into an overall first class tool in my business. I like the software's ability to track my emails to clients for future reference. The company's customer support is great. Whenever I have had any issues, they respond quickly to my needs. They understand that time is money for business owners. Over the years I have considered other software for my business and I continue to find that ACT! serves my needs well It is a great value for the cost. It has more features than I need for my business.

Cons:

Honestly, I have not found anything about ACT! that I did not like. The excellent support their technology team provides give me piece of mind that I don't have to concern myself with issues that come up from time to time.

Vendor Response

We appreciate your review, Kevin. It means a lot to us, and we're thrilled to know that Act! has remained your trusted partner for over 25 years!

Replied January 2026

Robb H.

Verified reviewer

Management Consulting

2-10 employees

Used daily for less than 2 years

Reviewed January 2026

Customer Support

Overall, my experience with ACT! has been very positive. It has been a dependable tool throughout my professional career, and I continue to view it as a strong CRM solution for businesses that value organization, data integrity, and relationship management. With excellent support and ongoing improvements, ACT! remains a platform I confidently recommend.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Security ACT! provides a reliable and secure platform for managing customer and business data. Over many years of use, I have consistently felt confident that sensitive contact information, notes, and communications are well protected and appropriately managed within the system.

Cons:

ike many powerful systems, ACT! can feel complex at first, especially for new users. However, with proper guidance and support, this learning curve becomes manageable and ultimately worthwhile.

Vendor Response

Thank you, Robb, for your review. It means a lot to us!

Replied January 2026

Joanne B.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Reviewed December 2025

Tech Support Excellent

[sensitive content hidden] the tech support person was extremely helpful, professional and went over and above to resolve my issues.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use - Customer service Support - [sensitive content hidden] went over and above to assist me. Extremely smart, helpful, professional, patient. Her work should be acknowledged and recognized.

Cons:

nothing. I like the program

Vendor Response

Thanks for your review, Joanne. Our Customer Success team works hard to ensure our customers have a positive and productive experience any time issues occur and we really appreciate you letting us know about your experience. Means a lot to us!

Replied January 2026

Jeffrey L.

Verified reviewer

Financial Services

2-10 employees

Used weekly for more than 2 years

Reviewed January 2026

Act is an excellent program

I have used Act for many years and have built up a large data base. Excellent support service when I have had software issues.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product provides an excellent way to maintain a list of contacts. Can print lists, labels and more

Cons:

Act is a rather costly program. Some of the advanced options are not necessary for all users. Learning curve and be long.

Vendor Response

Thank you for your review, Jeffrey. We dedicate a lot of resources to providing exemplary customer support because we know it's essential to our customers’ success and improving their workdays. We really value your feedback.

Replied January 2026

Deacon Tom M.

Verified reviewer

Religious Institutions

2-10 employees

Used daily for less than 6 months

Reviewed February 2026

Just starting, but very pleased.

It has been very good. I am an old ACT user from 25 years ago, but I'm getting there. Love how it is integrated with ACT mobile

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am just beginning with what I want to do. I love how all is integrated. I intend to coordinate my activities with my Church

Cons:

Learning curve has been difficult for me, but I have received help every time I have asked for it. Very Good

Reasons for choosing Act!

I used it in the past. Reliable old friend.

Vendor Response

Welcome back to the Act! family, Deacon Tom. We are thrilled you've rejoined us and hope you'll let our Support team know if you need any assistance.

Replied February 2026

Showing 1 - 10 of 846 Reviews

See All Reviews

Act! FAQs

Is Act! a good CRM?
Act! is considered a solid CRM option by many users, especially small businesses. With over 800 reviews and an average rating of 3.8 out of 5 stars for ease of use, value, and functionality, it offers flexible tools for contact management, note organization, integrations, and robust search and filtering capabilities.
What is Act! software used for?
Act! software helps businesses manage customer relationships, drive sales, and track performance through real-time metrics and actionable insights. It includes core CRM, sales, and marketing tools, along with advanced features like workflow automation, campaign templates, landing pages, and AI-assisted content generation to streamline and enhance customer engagement.
What are the benefits of Act!?
The benefits of Act! include consolidating sales and marketing activities in one spot, saving time with automation and AI tools, and building stronger customer relationships with personalized campaigns and detailed account notes. Act! reviews mention that the platform is user-friendly, and teams can manage leads from initial contact to final sale.
Does Act! integrate with Outlook?
Yes, Act! integrates with Outlook to sync contacts and calendars, create history records, track email interactions, and add new contacts from Outlook emails. Users appreciate Act!'s extensive integrations to streamline communication, organize contacts, connect with eCommerce platforms, provide better customer service, and improve productivity.