# 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/

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Overview

[Reviews](https://www.softwareadvice.com/crm/act-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/act-crm-profile/alternatives/)

# Act! Review

From $30-$199/month Free trial 6 plans

Updated July 16, 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

[(925)](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 user 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

[(925)](https://www.softwareadvice.com/crm/act-crm-profile/reviews/)

Ratings Breakdown

-   3.91Ease of use
-   3.86Value for money
-   3.63Customer 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

[(4474)](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

[(18797)](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

[(6985)](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

[(738)](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

[(611)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.78Value for money
-   4.79Customer support
-   4.69Functionality

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

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

$25.00 per month

4.40[(18797 reviews)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

**75**

recommendations

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

$29.00 per month

4.50[(255 reviews)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

**56**

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/)

**42**

recommendations

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

$15.00 per month

4.54[(502 reviews)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

**40**

recommendations

[BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/)

$95.00 per month

4.52[(98 reviews)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/)

**39**

recommendations

\*Defined as the price above any available free plan

## Act! Features

Drawn from insights across 925 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

4.46 category average

Client Management

4.70

4.27 category average

CRM

4.69

4.23 category average

Act!'s Worst Rated Features

Social Media Integration

2.38

3.33 category average

Lead Qualification

2.80

4.07 category average

Third-Party Integrations

3.0

3.86 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 925 verified reviews, we've identified products most frequently integrated withAct!.

QuickBooks Online

Integration rated 4.0 from 7 reviews

Zapier

Integration rated 4.3 from 6 reviews

LinkedIn for Business

Integration rated 5.0 from 4 reviews

Dropbox

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 925 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

Clive B.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 2 years

Reviewed July 2026

Superb system with a few minor niggles

4

I enjoy working with this system, and once integrated into you process', it is impossible to think of how it used to be! Apart from the minor niggles, Act! is definitely worth a closer look.

Ratings Breakdown

5

Ease of use

4

Value for money

3

Customer support

4

Functionality

Pros:

When deciding to go down the path of a CRM I did exhaustive research and did try a couple. However the ease of use and the ability to adjust the layout to my own requirements won me over. Cost wise, it is not the cheapest, but definitely worth the price. The sales team have been a great help, once you start down this path, you will need their support to start with.

Cons:

Act! does not interact with the new Outlook email system, this means that if you rely on meetings etc being automatically confirmed with your client, you will need to do this manually. Customer support is a weaker link, there are many on-line tutorials, but sometimes you just need a quick chat to solve an issue, however you keep being referred to an additional cost in a support package.

Reasons for choosing Act!

Easy interface with all the features required.

Read More

TD

Thomas D.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Reviewed June 2026

Act an old favorite, with great potential.

4

I have been using Act since its inception. It has been very slow to change and improve over the years. Since Switftpage purchased it from Sage it is 100% better. I'm just not sure if it will catch up to the current market in time to make it relevant again. It's customer support is ok but nothing to brag about.

Ratings Breakdown

5

Ease of use

5

Value for money

3

Customer support

3

Functionality

Pros:

I love the layout, information is clear easy to read and displayed the way it should; be not like other programs where you have to scroll down and open collapsed areas. It is a good value for the money, security is decent but can be broken. Sales management tools are strong. Especially when combined with QuoteWerks. Integration with QBO, Microsoft 365 and QuoteWerks is excellent.

Cons:

So slow to adopt. It is just not keeping up with other programs. I don't really see any ground breaking website management, or marketing features regarding social media.

Reasons for choosing Act!

GoldMine was a long time ago. I just thought Act was easier, Dynamics was too complicated, Sage CRM was also too complicated and not that good, HubSpot was too expensive, PipeDrive could not handle our contracts. I currently use Act and GoHighLevel, but unless Act can add a few more features, sadly, I will be switching after all these years.

Vendor Response

Thomas, thank you for sticking with us through the years and for your candid perspective. We're glad the layout, integrations, and value are working well for you. Your push for more innovation is heard, there's a lot in motion, and we hope to show you what's next. We appreciate your continued loyalty.

Replied June 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 May 2026

A Good CRM Tool

4

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

I like the ability of creating custom tables for me to capture more information for my business. As well as associate items to a particular contact.

Cons:

I would like the ability of using the custom tables to gather information as associate it with other items in ACT. I believe if act allowed the ability of creating a custom entity like a list of properties that would be wonderful.

Reasons for switching to Act!

I like the ability I have with ACT is creating contacts and association of information for the contacts.

Vendor Response

Thank you, James! We love hearing that custom tables are making a difference for your real estate business. Your feedback about expanding custom entity capabilities is noted and will be forwarded to our dev team. We appreciate you!

Replied June 2026

Read More

JC

Jamie C.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for more than 2 years

Reviewed June 2026

Over 25 Years of Reliable Customer Relationship Management

5

I have used the software since 2001, and it has been an essential part of managing my customer relationships, sales activities, and contact database for over two decades. ACT! has helped me stay organized, track customer interactions, and efficiently manage communications as my business has grown. The flexibility to customize fields, organize contacts, and use features like Mail Merge has made it a valuable tool for maintaining strong customer relationships and improving productivity

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

What I like most about ACT! is the Mail Merge feature. It allows me to efficiently reach out to all of my customers while still personalizing communications. I can easily customize my database, segment contacts by state, territory, or other criteria, and send targeted messages to the right audience. The flexibility of organizing and managing customer data makes my workflow much more efficient and helps me maintain strong customer relationships. ACT! has been a valuable tool for staying organized and communicating effectively with my customers.

Cons:

One enhancement I would like to see in a future version is the ability to copy the contacts listed under the Relationships tab when duplicating a contact record. Currently, when a contact is copied, the associated relationship records are not carried over and must be recreated manually. Adding an option to duplicate those relationship entries along with the primary contact would save time and make the process more efficient, especially when creating similar customer or organizational records.

Vendor Response

Jamie, 25 years - that's incredible! We're so glad Act! has been a trusted part of managing your business relationships all this time. Your feedback about copying relationship records when duplicating contacts is a great suggestion we'll pass it along to our product team. Thank you!

Replied June 2026

Read More

RL

Raymond L.

Verified reviewer

Furniture

2-10 employees

Used daily for more than 2 years

Reviewed July 2026

Exceptional

5

Great product with all of the features you would expect in a good CRM system. Even greater support when it is needed.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

1\. It integrates with my Quickbooks Accounting App. 2. Automatic emailing to groups you create. 3. A great marketing tool with a lot of flexibility.

Cons:

The desktop version i use does not allow the automatic creation of a Purchase Order from an estimate. A big timesaver. It used to be part of the version software I was using.

Read More

DL

Darron L.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Reviewed May 2026

Our Old Friend

5

I have been using ACT since it was a Win3.1 product. Over the years it has continued to evolve with various owners at the helm, but continues to fulfill its core purpose for us.

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

Simple interface which keeps important data and history easily accessible. Not too flashy and not too buggy.

Cons:

Continually upgrades over the years. If something isn't broke I would prefer it be left alone. I don't need my CRM to do everything just keep my pipeline organized.

Vendor Response

Darron, thank you for your loyalty since the Win 3.1 days! We're grateful to be your CRM of choice.

Replied June 2026

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JH

Jayne H.

Verified reviewer

Consumer Services

2-10 employees

Used daily for more than 2 years

Reviewed May 2026

Great software

4

It's a tool our business truly can't live without. We were down for a day or two during the upgrade (our old Act software was super old...lol) and it was like we were working with one hand tied behind our backs.

Ratings Breakdown

4

Ease of use

3

Value for money

5

Customer support

4

Functionality

Pros:

Customer Support was wonderful, we upgraded to a current version and had some hiccups. But I got assistance right away!

Cons:

Still to slow, may have to look at the size of our database. I find going to lookup contact from the calendar extremely slow.

Vendor Response

Jayne, it means a lot to us to learn that Act! is one of those tools your team simply can't work without! We're glad support was right there to help during your upgrade. We hear you on the speed concerns, especially with larger databases, and we appreciate the honest feedback

Replied June 2026

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MV

Maria V.

Verified reviewer

Facilities Services

2-10 employees

Used daily for less than 6 months

Reviewed June 2026

It's the best program around!!Would highly recommend

5

Your company was helpful in every aspect the sales department. And helping my IT guy as we set up our computer.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

I used this program in my last job. I did customer services and marketing. All the features it has was the best the follow up calls. Categories that we used to make sure no call was ever missed or an opportunity. Now I have this for my own company. I'm excited for the future. And you program is the best. I recommended it to many people.

Cons:

The things that I find that would be a downside are one the price. Maybe if there was a way of using the product by paying a monthly payment.

Vendor Response

Maria, welcome back to Act! -- and congratulations on your new business! We're so glad our sales and support teams made the setup experience a smooth one. Thank you for recommending us to others and for trusting Act! to help you build your future.

Replied June 2026

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KD

Karen D.

Verified reviewer

Furniture

2-10 employees

Used daily for more than 2 years

Reviewed May 2026

Works Well

5

They are always friendly and helpful and the system work well for tracking the information we need access to.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

It is a fairly easy to use system and customer assistance is great. It works well for what we need at our business.

Cons:

For us, we use some of the systems they set in place in a different way and sometimes it can be hard to work around the presets for the systems. We have worked with customer support to make the system work better for us.

Vendor Response

Karen, thank you for the kind words! We're so pleased Act! is working well for your team and that our support has been helpful when you've needed to tailor things to fit your workflow. We're always here to help you make the most of it.

Replied June 2026

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Showing 1 - 10 of 925 Reviews

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## 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! Popular Comparisons

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