# Act! Software Overview 2026 - Features & Pricing > Review of Act! Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/act-crm-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Act! Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/act-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/act-crm-profile/alternatives/) # Act! 2026: Benefits, Features & Pricing Updated June 9, 2026 Written by [Laura Burgess](https://www.softwareadvice.com/resources/author/laura-burgess/) Content Analyst Edited by [Caroline Rousseau](https://www.softwareadvice.com/resources/author/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 - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - Key Sentiments - User Reviews - Frequently Asked Questions - Popular Comparisons ## Our Summary Act! 3.9 [(919)](https://www.softwareadvice.com/crm/act-crm-profile/reviews/) FrontRunner 2026 Pros: - Customization options - Email integration Cons: - High subscription cost - Frequent crashes Pricing Starting at $30.00 per month ### What is Act!: Act! Advantage is a full front-office CRM and marketing solution with new features and functionality that unite sales, marketing, and customer management in one intuitive, affordable platform to help small and midsize businesses stay organized, attract new customers, and build lasting client relationships. Act! Advantage introduces a range of integrated tools including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, and Online Surveys. These built-in capabilities reduce the need for third-party add-ons, offering a more streamlined experience. Act! is available in multiple formats to suit different business needs. Act! Advantage provides browser-based access with secure hosting and automatic updates, while Act! Premium Desktop offers an on-premises CRM option for organizations that prefer local control. In addition, Desktop Sync allows users to deploy a desktop client and sync data to the cloud for added flexibility. Both versions include core CRM features such as centralized contact and activity management, group organization, opportunity tracking, pipeline management, and robust reporting, but Act! Advantage also includes built-in email marketing, marketing automation, and a broader suite of front-office tools to support end-to-end customer engagement. ### Why we like Act!: Established in 1987, Act! is a longstanding player in the CRM space, with a rating of 3.9 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. Wondering if Act! is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Act! User Interface ## Popular Act! Alternatives Main Product Act! 3.9 [(919)](https://www.softwareadvice.com/crm/act-crm-profile/reviews/) Ratings Breakdown - 3.90Ease of use - 3.86Value for money - 3.62Customer support - 3.88Functionality Pricing Starting at $30.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4464)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(732)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(597)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at $250.00 per month Get Price ## 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, creating interactive quotes, and taking payments. Users can organize calls, emails, notes, tasks, do... cuments, and quotes in one location, with search tools to quickly find detailed customer information. It also offers email marketing tools for creating personalized campaigns, landing pages, forms, and automated workflows to engage with leads and customers. Act! provides visual dashboards with insights into sales, marketing, and business performance metrics. These dashboards display real-time data to help users identify effective strategies and focus on key activities. Additional features include SMS text messaging, website chat, online appointment scheduling, project management tools, and a self-service customer portal. A mobile application allows users to access contacts and manage opportunities while working remotely. ## 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 Read More 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 Read More 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 Read More 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](https://www.softwareadvice.com/crm/claritysoft-profile/) $49.00 per month 4.51[(248 reviews)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) **115** recommendations [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) $25.00 per month 4.40[(18785 reviews)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) **108** recommendations [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) $15.00 per month 4.54[(501 reviews)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) **73** recommendations [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) $10.00 4.13[(36 reviews)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) **62** recommendations [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) $95.00 per month 4.51[(97 reviews)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) **58** recommendations \*Defined as the price above any available free plan ## Act! Features Drawn from insights across 919 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 Customer Database 4.74 4.48 category average Client Management 4.70 4.26 category average CRM 4.70 4.23 category average Act!'s Worst Rated Features Social Media Integration 2.38 3.33 category average Lead Qualification 2.80 4.08 category average Third-Party Integrations 3.0 3.90 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 Portal Customer Segmentation Customizable Branding Customizable CTAs Customizable Fields Customizable Forms Customizable Reports Customizable Templates Dashboard 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 Key Performance Indicators 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 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 Workflow Automation ## Act! Integrations Based on 919 verified reviews, we've identified products most frequently integrated withAct!. Zapier Integration rated 4.3 from 6 reviews QuickBooks Online Integration rated 3.8 from 6 reviews LinkedIn for Business Integration rated 5.0 from 4 reviews Dropbox Business Integration rated 5.0 from 2 reviews QuoteWerks Integration rated 5.0 from 2 reviews Google Contacts Integration rated 5.0 from 2 reviews See all 31 integrations ## Act! Key Sentiments We analyzed 919 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 5 44% 4 28% 3 13% 2 7% 1 8% Secondary Ratings Ease of Use 3.9 Value for money 3.9 Customer support 3.6 Functionality 3.9 Harry C. Verified reviewer Real Estate 11-50 employees Used daily for more than 2 years Reviewed April 2026 VP Construction and was a VP in Fire Protection 5 Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 Functionality Pros: I have it for many many years! Its an awesome setup that helps work! I have done it over 25 years . I need it to work successfully and it is! The letters written was though ACT. That's a way to keep track of customer's. I have over 4000 costumer's that I always look at! Cons: NOTHING! I like ACT a lot! Vendor Response Wow, Harry! 25-plus years is amazing! We love hearing that it's been such a reliable part of your work across industries. Thank you for the enthusiasm and for trusting Act! to keep everything running. Here's to many more years together! Replied April 2026 Read More BC Brien C. Verified reviewer Facilities Services Self-Employed Used daily for more than 2 years Reviewed April 2026 Sales Success with the support of ACT 5 I have been using ACT since it first came out in the 80's. It is essential in organizing my Sales Program which is to make contact calls- opening new potential contact (downloading lists), Target mailings, keep track of following up calls and prospect to close, Tracking and Reporting Sales. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: How it compliments my structured sales approach in making and recording calls. It helps me to organize my day and keep focused on the selling activity Cons: I would like to be able to sync the ACT Calendar with my Outlook Calendar. To better manage appointments. Reasons for choosing Act! More economical - supported a single sales operation rather than a general 9 + man operation Vendor Response Brien, thank you so much for your loyalty since the very beginning We're thrilled Act! continues to be a cornerstone of your sales program. We wanted to let you know that you can sync your Act! calendar to Outlook. We're including a few "how to" links here: Video: https://www.act.com/training-videos/email-integration/ Article: https://support.act.com/s/article/How-to-set-up-the-Online-Email-Integration-with-Act-Premium-Cloud-SaaS?language=en\_US But, please reach out to us at 866-873-2006 if you have any issues. Here's to many more years of sales success together! Replied April 2026 Read More TR Tracy R. Verified reviewer Marketing and Advertising 11-50 employees Used daily for more than 2 years Reviewed June 2024 ACT cloud for Marketing 5 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 5 Ease of use 4 Value for money Previously 3 5 Customer support Previously 1 3 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. Read More JM James M. Verified reviewer Real Estate Self-Employed Used daily for more than 2 years Reviewed April 2026 Act's New Enhancements 4 Act is customizable like many of the other CRM Tools on the market. Customization must come with details learning tools so we as customer's can see how these differences will enhance our businesses. Ratings Breakdown 4 Ease of use 3 Value for money 3 Customer support 4 Functionality Pros: The pro I like the most about Act is the customer tables, however I am still learning how to effectively design and use these tables. Cons: Support at Act is a challenge as the organization is looking to better support as some of the new products are not managed well when they are out for the Act client support. With my new business Real Estate it would be more prudent in having the ability of managing contacts to properties and properties to contacts. Reasons for switching to Act! I liked the way ACT contains contact information and the design of the forms which I believe is more effective. Vendor Response Thank you for taking the time to share your experience with Act!! We're glad to hear that Customer Industry Tables and contact management design have been valuable to you as you grow your real estate business. And we value your feedback about support and training, and are sorry to hear that you experienced a lack of resources. We'd love to connect with you directly to ensure you're getting the most out of Act! for managing your contacts and properties. Please don't hesitate to reach out to us at 866-873-2006. Replied April 2026 Read More KE Kari E. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed May 2026 Satisfied ACT Customer 4 My overall experience with ACT is better than average. However, it could still use some upgrades making it a more user friendly CRM. Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 4 Functionality Pros: The ACT desktop version is simple and easy to use for looking up contacts, taking notes, and generating pipeline reports. I appreciate having the capability of synchronizing updated information to the cloud. Cons: Using ACT for marketing and setting up work flows for email campaigns is not the most user friendly feature. Additionally, the customer support team is great but language barrier's can sometimes be a challenge in achieving desired results in a timely manner. Reasons for choosing Act! ACT was a more cost effective CRM for our small business needs. Reasons for switching to Act! ACT was a more cost effective CRM for our small business needs. Vendor Response Thank you for your feedback, Kari. We hear you about our marketing solution and are about to release a new, simplified UI/UX in coming weeks. We value your feedback and hope you'll come back and let us know your thoughts after it goes live. Replied May 2026 Read More LT Lydia T. Verified reviewer Textiles 11-50 employees Used daily for more than 2 years Reviewed May 2026 As an expereience CRM user, I would not reccomend this software 2 Very poor. I am giving 2 stars instead of 1 because the customer success department is decent. As mentioned, if there weren't 34 years of company data in the notes field (which is not something you can migrate to another software) I would not use this CRM. Ratings Breakdown 2 Ease of use 1 Value for money 2 Customer support 1 Functionality Pros: We recently took over the family business, and if we didn't have 34 years on relevent data we wouldn't stick with this CRM. Hvaing used Salesforce, Hubspot, and other internal private CRM's I have to say it is the most inferior and non-user friendly one I have encountered. Cons: Static non-movable notes section. Formatting issues with the notes section, and constant glitching. Inability to copy and paste from preview. Weird organization method for contacts and company. Customer Success department is good, however having them in an overseas timezone when the 7th largest world economy is in California is very invonvienient time zone issue. Their overseas I.T. department has abolsutely no idea what they are doing. They were 15 minutes late for a ticketed scheduled meeting, and wouldn't have shown up if we didn't call them. They then hung up on our internal I.T. guy when they got confused, and then lied about it in the log notes; saying "he asked to put us on hold and never came back." I verified this later in another call. Reasons for choosing Act! As previously mentioned, there are 34 years of critical company history in the "notes" fields that would not be retreivabe in a software migration. I have used other CRMs at other jobs that are far superior. Vendor Response Lydia, we are so sorry to hear about your experience thus far, with Act!. This is not what we want for you and have reached out to schedule a time to understand and address your issues. Thank you for bringing this to our attention. Replied May 2026 Read More DM Dan M. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed May 2026 30 Years of Excellence: A CRM Relationship That Has Delivered Unmatched Value, Service, and Reliability 5 My overall experience with ACT! has been nothing short of exceptional. As of 2026, this represents a 29-year business relationship—one of the longest and most important professional relationships I have, including compared to many major service providers and financial institutions. I began using ACT! when my business was in its earlier stages, paying roughly $99, and over the decades I’ve watched both my company and ACT! evolve together. Today, even at a significantly higher investment, it remains worth every penny. Few companies can honestly claim to have delivered this level of consistent value, adaptability, and service over nearly three decades. What has kept me loyal is simple: unmatched customer support, dependable software, and continuous improvement. Their technical teams have repeatedly demonstrated an extraordinary willingness to solve problems completely—whether it involves troubleshooting, Outlook integration issues, or even recovering critical data. Their willingness to stay engaged until the issue is resolved provides a level of confidence that is increasingly rare in today’s software world. Like any long-term software platform, there are occasional technical hiccups, and at times communication with offshore support can require a little additional patience. However, these are minor considerations when weighed against the incredible affordability, depth of functionality, and level of service ACT! consistently delivers. ACT! is far more than just a CRM to my business—it has been a foundational operational tool for nearly 30 years. Their combination of value, reliability, and customer commitment is extraordinarily difficult to find, and I fully expect to remain a client for as long as I am in business. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: For nearly 30 years, ACT! has been one of the most valuable business relationships I’ve had—including compared to my banking partners. Very few companies today deliver this level of long-term value, service, and reliability. What stands out most is their exceptional customer support and continuous software improvement. In an era where many major companies charge significantly more for limited online-only service, ACT! provides direct, high-level technical support from experienced senior technicians and engineers who genuinely stay with you until problems are fully resolved. Whether it’s recovering critical data or troubleshooting complex system issues, their team consistently delivers. ACT! has remained an essential part of my business infrastructure because they combine affordability, powerful CRM functionality, and unmatched support better than virtually anyone else in the industry. Cons: If I had to identify one drawback, it would be that the software can occasionally be a bit finicky—particularly with things like Outlook integration needing to be reset or reconfigured from time to time. That said, this is rarely a serious issue because ACT!’s support team can typically remote in and resolve it within minutes. My only real criticism would be the occasional communication challenges that can come with offshore support teams. In a global business environment, that’s simply part of modern customer service, and it’s a small tradeoff considering the outstanding level of technical support ACT! provides at its price point. Ultimately, any minor frustrations are heavily outweighed by the company’s value, responsiveness, and commitment to keeping clients operational. Reasons for choosing Act! BGM is the oldest platform for financial advisors in the United States. For 40 years they cater to people in my field and charge $11,000 upfront for the software and training. I tried, I gave it everything I had and came back to act! because I like your platform better. Vendor Response Dan, 29 years and a review like this to show for it! We are humbled! It's great to hear that our support team has consistently shown up for you over the decades, and your kind words about their commitment to staying with you until problems are fully resolved mean a great deal to our team. We hear you on the occasional Outlook hiccups. Here's to year 30 and well beyond — we'll be here! Replied May 2026 Read More TR Tammy R. Verified reviewer Education Management 2-10 employees Used daily for more than 2 years Reviewed April 2026 Nice product - losing it's ease of use 4 pretty good.. overall. I am able to use it for organizing out data for the most part. Updates are taking into consideration users needs. Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 3 Functionality Pros: Easy to sort and look up advanced queries. Easy to organize lists once created for sorting and selection. Cons: having to create my own work arounds, bugs after updates and losing shortcuts I used frequently without notice. That when importing new data, the options are to merge or write over the field content. In the case of importing a phone number column with records with or without content in the column. A blank cell imported into the ACT Phone field will write over existing content. Work around: import all contacts with a phone number, then import all contacts without a phone number and omit that column. Excel imports with blank cells should not write over existing content in a database, it should ignore. Reasons for choosing Act! started with act, but its lagging in modern marketing, added engagebay software to fill in the holes Vendor Response Thank you for your candid feedback,Tammy, it's genuinely helpful! We're glad Act! serves as a solid foundation for organizing your data. The import behavior you described is not the experience we want you to have. We hope you'll reach out to us at 866-873-2006 so we can address that issue for you. Replied April 2026 Read More NL Nick L. Verified reviewer Executive Office 11-50 employees Used weekly for less than 2 years Reviewed April 2026 Review of Act Contact Management System 4 The customer service is exceptionally great. They have helped with the integration of contacts. Have been available when I need them. Ratings Breakdown 2 Ease of use 2 Value for money 5 Customer support 3 Functionality Pros: I like that it keeps me organized and can set meetings. I can set up pricing and forecasting. Keeps me organized. I just wish it was easier to use on the run. Cons: I don't like having to be online to access it. I asked for a desk top version but never got it. Personally, I like the original act better because it is more user friendly. Reasons for choosing Act! I knew the older version of act. The new version is not as user friendly. Consider intuitive use. Your customer service is great though. Reasons for switching to Act! I liked the older version of ACT. I would like it if there was a offline version. I cannot always be online. Vendor Response Nick, we're so glad our customer service team has been there for you, and we love hearing that Act! is keeping you organized and on top of forecasting. We hear your feedback on the need for offline access and hope you'll reach out to our team to see if Desktop Sync might be a fit for you. Thank you for your review. Replied May 2026 Read More MH Mike H. Verified reviewer Industrial Automation 2-10 employees Used daily for more than 2 years Reviewed April 2026 ACT-MDH2026 4 Very positive the CRM is easy to use and a good value for the price. Support is good not great. I like the idea of ACT service is albe to log in an make or fix an issue Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 3 Functionality Pros: Value: Reasonable price vs what they provide. The ability to customize screens. History tab is excellent. Cons: The Marketing Automation component seems difficult to use. The online version is slow. Syncing is confusing Reasons for choosing Act! price vs performance. Most other products are at least 2x price SalesForce Vendor Response Thanks so much for the honest and thoughtful review, Mike. We're glad the value, customization, and History tab are hitting the mark for you. And your feedback on the marketing automation experience is very timely as we are about to release a whole new email marketing experience that's super simple and straightforward - so keep an eye out for it. We appreciate you being part of the Act! family! Replied April 2026 Read More Showing 1 - 10 of 919 Reviews [See All Reviews](https://www.softwareadvice.com/crm/act-crm-profile/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. ## Act! 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