---
title: "Act! Software Overview 2026 - Features & Pricing"
description: "Review of Act! Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/crm/act-crm-profile/"
page_type: "product"
language: "en"
---

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Act!

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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 August 30, 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

[(931)](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

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

Ratings Breakdown

-   3.91Ease of use
-   3.86Value for money
-   3.63Customer support
-   3.89Functionality

Pricing

Starting at $30.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4484)](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

[(18807)](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

[(6994)](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

[Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)

4.8

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

Ratings Breakdown

-   4.79Ease of use
-   4.78Value for money
-   4.80Customer support
-   4.69Functionality

Pricing

Starting at $250.00 per month

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

[(743)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.72Value for money
-   4.49Customer support
-   4.49Functionality

Pricing

Starting at $7.00 per year

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/)

$29.00 per month

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

**100**

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

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

$25.00 per month

4.40[(18807 reviews)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

**61**

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/)

**60**

recommendations

[Clio](https://www.softwareadvice.com/legal/clio-legal-profile/)

$49.00 per month

4.65[(1744 reviews)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/)

**56**

recommendations

\*Defined as the price above any available free plan

## Act! Features

Drawn from insights across 931 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

4.73

4.27 category average

CRM

4.70

4.23 category average

Act!'s Worst Rated Features

Social Media Integration

2.38

3.35 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 931 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 5 reviews

Dropbox

Integration rated 5.0 from 2 reviews

QuoteWerks

Integration rated 5.0 from 2 reviews

Gmail

Integration rated 5.0 from 2 reviews

See all 30 integrations

## Act! Key Sentiments

We analyzed 931 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

## Act! customer ratings

- Overall rating: 3.9/5
- Total reviews: 931

### Rating distribution

- 5 stars: 410 reviews (44%)
- 4 stars: 262 reviews (28%)
- 3 stars: 119 reviews (13%)
- 2 stars: 67 reviews (7%)
- 1 star: 73 reviews (8%)

### Secondary ratings

- Ease of use: 3.9/5
- Value for money: 3.9/5
- Customer support: 3.6/5
- Functionality: 3.9/5

---

### Superb system with a few minor niggles

- Overall rating: 4/5
- Reviewer: Clive B.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### 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.

#### Vendor response

We are glad your exhaustive research led you to Act!, Clive, and that the ease of use and customizable layouts won you over! Your feedback on the newer Outlook integration and on support is noted. If a quick chat would help with any of those issues, our team is here for you. We want to help as best we can. Please visit https://www.act.com/resources/contact/ or give us a call at 866-873-2006 so we can provide some assistance. Thank you for such a thorough and generous review!

Replied August 2026

---

### Seems great, if I can get it to do the things I was told it would.

- Overall rating: 4/5
- Reviewer: Larah N.
- Verified reviewer: Yes
- Industry: Hospitality
- Company size: 51-200 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

So far I am on the fence, I have had great experiences with 3 people and not so great with 2. I tthink my final decision will be determined once I speak to the person who is building out the system to fit my needs.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

What I liked most would be the ability to integrate multiple functionalities into a single CRM, such as marketing, email tracking, etch. My initial salesperson was great and after I spoke to a couple of people I got a great person to help with designing my CRM to fit my needs.

#### Cons

My initial onboarding person I was assigned was unfamiliar with my industry and it was very offputting when I just investing $720 under the impression it was customizable to what I needed. However I found it was I just had to pay again to receive the assistance I needed.

#### Reasons for choosing Act!

Because of the recommendation from my mentor.

#### Vendor response

Larah, thank you for being so candid about your experience so far. You are right to expect onboarding to match what you were promised, and we are sorry the early going has felt uneven. Please reach out to us directly at 866-873-2006 and we will help get you to the setup you were looking for. We are confident Act! can do what you need, and we want to earn that higher score.

Replied August 2026

---

### ACT cloud for Marketing

- Overall rating: 5/5
- Reviewer: Tracy R.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2024
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 3/5

#### 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.

---

### Act an old favorite, with great potential.

- Overall rating: 4/5
- Reviewer: Thomas D.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 3/5
- Functionality: 3/5

#### 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

---

### Exceptional

- Overall rating: 5/5
- Reviewer: Raymond L.
- Verified reviewer: Yes
- Industry: Furniture
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

Raymond, "exceptional" is wonderful to hear, thank you! We love that the QuickBooks integration, group emailing, and marketing flexibility are serving your business so well. Your note about generating a purchase order automatically from an estimate is great feedback, and we will pass it along to our team. Thank you for the kind words and your loyalty!

Replied August 2026

---

### Great Sales Tool!!

- Overall rating: 5/5
- Reviewer: Mike U.
- Verified reviewer: Yes
- Industry: Consumer Goods
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience for the past 8 years is that it has been a great tool to keep my customer contacts, quotes and PO's organized and can easily look back when i am going into a customer on the previous equipment we have worked with them on. It has helped with the sales alot!!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like the ease of ACT! Once you get the hang of the service it is great to use, the price is very nice for the annual fee.

#### Cons

The beginning trying to navigate is a little hard but the videos and customer service is very helpful

#### Vendor response

Eight years of keeping your contacts, quotes, and POs organized, we love to hear it, Mike! Being able to look back at everything you have worked on with a customer is exactly what Act! is built for. We are glad the videos and our support team helped smooth out those early days, and that the annual value works well for you. Thank you for the great review!

Replied August 2026

---

### Great job very well done

- Overall rating: 5/5
- Reviewer: Allison C.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall, I had a very positive experience. The support team was professional, patient, and effective. They kept me informed, worked through the problem methodically, and made sure everything was functioning properly before ending the session. I appreciate the excellent customer service.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Excellent job - very efficient and effectively solved my issue. Excellent support. The representative was efficient, knowledgeable, and quickly identified the issue. My problem was resolved in just over an hour with clear communication throughout the process.

#### Cons

The only downside was the amount of time required to complete the session, but the representative stayed engaged throughout and ultimately resolved the issue successfully.

#### Vendor response

Thank you for the lovely review, Allison! We are thrilled our support team got your issue fully resolved. We know a longer session takes patience, so we appreciate you staying with it, and we are glad everything was working properly before you signed off. Customers like you make our day!

Replied August 2026

---

### The Best CRM on the Market

- Overall rating: 5/5
- Reviewer: Trey D.
- Verified reviewer: Yes
- Industry: Oil & Energy
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience with ACT has been exceptional. I feel like my security is important to ACT. The design and customization is easy to work with. My interaction with marketing and sales has always been pleasant. ACT offers a number of features that streamline my work. The sales management of the software is top notch.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The ease of gathering information on my contacts. The technical support is a lot of value for the money. Everyone is courteous and professional.

#### Cons

Integration with Outlook was a little troublesome. But technical support was always ready and willing to help.

#### Vendor response

Trey, "the best CRM on the market," that is a headline we will happily take, thank you! We are glad the security, customization, and support all give you confidence, and that your work with our marketing and sales teams has been a pleasure. Sorry the Outlook integration gave you a moment of trouble, but we are glad support was right there to help. Thank you for the fantastic review!

Replied August 2026

---

### Good product - great customer service

- Overall rating: 4/5
- Reviewer: Lizzie W.
- Verified reviewer: Yes
- Industry: Publishing
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Really good. The customer service and support offered with Act! makes it one of the best off the shelf CRM systems I've used.

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

We've been using Act! as a system for years and have recently started using it more broadly across the organisation. The customer service and support provided with Act! is far above that of any other system I have used at work.

#### Cons

Some of it's features are not that obvious, unless you know what you're looking for / know what to ask for.

#### Vendor response

Lizzie, thank you for the kind words about our customer service and support, that means a great deal to us! We are so glad Act! has earned a wider place across your organization over the years. Your point about some features being hard to find is fair, and our team is always happy to help you uncover the ones you are looking for. Thank you for being with us!

Replied August 2026

---

### ACT is Great!

- Overall rating: 5/5
- Reviewer: Steven B.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: August 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I have been using ACT since the early 1990's. During this time, even through the product has changed, they have kept it user friendly and intuitive. You don't need to be a computer expert to get a lot out of the product. Tech support is the best I have come across.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use, holds lot of data (my data goes back to 1990's), great tech support and customer service. ACT's mail merge and mast mailing feature is very easy to use, and fast. I also like the lookup feature, which is very easy.

#### Cons

The only thing I don't like, and maybe because I don't use it often enough, is the look-up, when you have multiple look-up conditions. I never seem to get it right.

#### Vendor response

Steven, using Act! since the early 1990s, that is a partnership we are truly grateful for! We are so glad the product has stayed intuitive and useful for you across all these years, and it means a lot to hear our tech support is the best you have come across. As for those multi-condition lookups, our support team is always glad to walk you through them. Thank you for the wonderful review!

Replied August 2026

---

Showing 1 - 10 of 931 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.
    

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