# Compare Claritysoft CRM vs Act! 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Claritysoft CRM and Act! based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/123868-175860/Claritysoft-CRM-vs-Act

---

# Claritysoft CRM vs Act! Features and Cost Comparison

Last updated July 8th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Claritysoft CRMAct!2/4 selected

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

[Act!](https://www.capterra.com/p/175860/Act/)[3.9 (921)](https://www.capterra.com/p/175860/Act/reviews/)

[## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.5

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [255 reviews](#user-reviews)

Positive

240

Neutral

11

Negative

4

[## Act!](https://www.capterra.com/p/175860/Act/)[3.9 (921)](https://www.capterra.com/p/175860/Act/reviews/)

Starting Price

$30.00/month

Value-for-Money

3.9

Functionality

3.9

Ease of Use

3.9

Customer Service

3.6

Reviews Sentiment

JC

Based on [921 reviews](#user-reviews)

Positive

662

Neutral

107

Negative

152

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## Summary

* * *

Key features rated by users

Features selected based on 17,855 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

72%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.5

Sales Pipeline Management

4.5

Activity Dashboard

5.0

78%Fit

Feature ratings

Data Security

4.5

Contact Management

4.3

Lead Management

4.0

Sales Pipeline Management

4.0

Activity Dashboard

4.2

User satisfaction

User satisfaction

4.5

User reviews[255](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.5

Customer support

4.6

User satisfaction

3.9

User reviews[921](https://www.capterra.com/p/175860/Act/reviews/)

Ease of use

3.9

Functionality

3.9

Value for money

3.9

Customer support

3.6

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

$30Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.

Best for

Act! Advantage is a front-office CRM solution that unites sales, marketing, and customer management in one affordable platform to help you stay organized, and turn relationships into results.

## User reviews

Pros & cons

FS

Flavia S.

Custom Groups Consultant

> "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JK

Josh K.

Sales Manager

> "Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

JH

Jameela H.

Instructor

> "App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

PC

Peter C.

Operations Manager

> "The core features for managing contacts, deals, and email logging work reliably enough for basic needs, so we can get through our..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

HL

Henry L.

Tutor

> "It can be a bit tedious to update information that is repetitive and stays the same between weeks, especially when meetings are at..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

PC

Peter C.

Operations Manager

> "One of the best things about Claritysoft CRM is that you can send emails directly from within the platform and they are..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

PC

Peter C.

Operations Manager

> "Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

LM

Lisa M.

Marketing Coordinator

> "We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221)

RR

Reagan R.

Pharmacy Automation Consultant

> "This creates extra work when building quotes and has prevented us from fully transitioning that process to the online platform. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

FS

Flavia S.

Custom Groups Consultant

> "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JK

Josh K.

Sales Manager

> "There is also no way to insert dynamic images or dynamic links into quote templates or sales templates."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

JR

Johan R.

Tutor

> "The way they organized the tabs was useful for being able to access information, while not overloading everything into one screen."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

RR

Rob R.

New Member Engagement Coordinator

> "However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

FS

Flavia S.

Custom Groups Consultant

> "The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JH

Jameela H.

Instructor

> "It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

HH

Heidi H.

Operations Director

> "Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168138)

JR

Johan R.

Tutor

> "It often takes multiple clicks to create something, and to delete something can take even more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

KS

Katie S.

Adminstrative Manager

> "Being able to have certain project limited in view and scope to certain team members has been very good for client confidentiality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

PG

Paul G.

VP

> "The only negative is that you can't click on an attached file and have it previewed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166428)

RR

Reagan R.

Pharmacy Automation Consultant

> "Claritysoft makes it easy to keep track of customers, quotes, follow-ups, and sales opportunities all in one place. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

SH

Sarah H.

Assistant manager

> "no ability to separate ones I have start that I No longer need but am unable to move somewhere"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

DJ

David J.

President

> "I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106395)

BA

Blake A.

Sales Manager

> "We are a very custom manufacturing business and are not able to use the quote module."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166448)

KS

Kathy S.

CMO

> "Claritysoft is a program that is easy to use, gives all the information needed, and allows for customization that fits what we are..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7167159)

JC

Jen C.

Registrar

> "We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

JB

Jeremy B.

Owner and Founder

> "For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating new..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055)

JR

Johan R.

Tutor

> "Claritysoft CRM is a little 'clunky' when it comes to data entry and data creation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

VR

Verified Reviewer

Academic Tutor

> "Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869042)

NM

Nikki M.

Business development

> "Also, when emailing, it takes literally seconds to send 300 emails!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

OE

Oscar E.

Medical technicians

> "It is super helpfull and convenient keeps all my task organized and my customer information in one place"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

MH

Monica H.

Inside Sales

> "I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

JH

Jameela H.

Instructor

> "There are also lots of features to store information and to organize events."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "Certain reporting features, including dashboards, felt a little restrictive."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

SF

Seth F.

Medical Service Representative

> "It’s a very effective tool that makes my job as a service rep much simpler and less time consuming."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106314)

VR

Verified Reviewer

Supply and Operations Manager

> "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

JD

John D.

Sales Manager

> "I can order everything and see all my customers in one setting and it is very easy to make the orders."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106285)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "The PDF Quotation feature is also very finicky."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

JS

Jessica S.

Admin

> "Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

RR

Rob R.

New Member Engagement Coordinator

> "The import/export tools can be a little difficult to work with."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

MH

Monica H.

Inside Sales

> "I learned alot of new tips on how to stay better organized with reminders, tasks, etc. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

RT

Russell T.

Chief Revenue Officer

> "Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108189)

MO

Mariia O.

Sales

> "Super easy and excellent tool to track the progress and all the leads, customers, accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106184)

MD

Matthew D.

Director

> "Exporting lists is also somewhat inconsistent"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627)

KB

Kevin B.

Academic and Test Prep Tutor

> "Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106357)

MF

Michele F.

Marketing

> "There seems to be limitations for filtering data between multiple modules. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868966)

JK

Josh K.

Sales Manager

> "Overall, I like ClaritySoft, but I have had to get far more creative with building out the quote templates than I ever thought I..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

ED

Evan D.

Tutor

> "Organization of information/accounts isn't the easiest to navigate"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

GC

George C.

Attorney- Owner

> "The Claritysoft support was able to easily explain the additional things I needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

OE

Oscar E.

Medical technicians

> "Crashes/and slow to load on times"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

CM

Chayeane M.

Account Executive - Wire Sales

> "I appreciate all the updates they continue to implement in order to give users a better and more effective experience."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180)

MC

Martin C.

Academic Private Tutor

> "There is too many buttons."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260)

DF

Davina F.

Business Operations Manager

> "The system is much more intuitive than the overwhelming Zoho and Salesforce."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106229)

MP

Michael P.

Vice President Commercial Banking

> "I personally found Salesforce a bit overwhelming for the client based that I had to manage. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

CM

Chasity M.

Admin Asst

> "It works quickly, is updated often, and provides support as needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488)

TT

Trey T.

Sales Rep

> "It can be a little tedious to add account names when you put in the activity you are working on ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

DW

Dawna W.

Systems Specialist

> "Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106190)

TT

Trey T.

Sales Rep

> "I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

BG

Britany G.

Associate Director

> "On top of that, the product has exceeded expectations in both quality and performance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106200)

WS

Wendy S.

Strategic Account Specialist

> "Not really sure how to use it properly and we have been trained at my company."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

JP

John P.

General manager

> "For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying around for..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317)

Camilla O.

head of creative and design and marketing specialist

> "it kept having issues with intergrations."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

DS

Darlene S.

Owner

> "We don't use many of the marketing features, but what we do use works great."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106414)

GC

George C.

Attorney- Owner

> "The only other issue is my fault, I wish that I would use it more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

GC

George C.

Attorney- Owner

> "It makes for an easy follow-up that my business deals are going as planned."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

NQ

Naved Q.

Sales Engineer

> "The layout was not simple or user friendly."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168247)

NM

Nikki M.

Business development

> "It is a great way to get all of my clients in an easy manageable way!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

FC

Foy C.

business solutions consultant

> "lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868889)

SH

Sarah H.

Assistant manager

> "I have been able to import contacts seamlessly and easy."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

JC

Jen C.

Registrar

> "It has been a frustrating switch from our old database."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

GJ

Garry J.

Investment account manager

> "I really enjoyed the ability to do mass emails."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108411)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

LL

Luanne L.

Director of Business Development

> "It's a good value for the money, fairly intuitive to use and is customizable to our business."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107599)

AK

Ari K.

Energy Consultant

> "I was unhappy with their attitudes to be honest."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208)

HL

Henry L.

Tutor

> "I find it pretty straightforward to use and the information is generally well organized for what I do."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

DB

Diane B.

Operations Support Specialist

> "too much wasted real estate in a window for short data fields."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160778)

JL

Joshua L.

Academic Tutor

> "I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in a..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535)

VP

Vedang P.

Sales and Operations Strategist

> "No Mapping option as well as no Route planning option as well."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161930)

JB

Jillian B.

Territory Manager

> "Easy to navigate, filter data, and find accounts!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166412)

CD

Christian D.

Director of Strategic Partnerships

> "Not enough documentation is available to use the crm on mobile devices"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6313655)

[View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

JC

Jamie C.

Owner

> "The flexibility to customize fields, organize contacts, and use features like Mail Merge has made it a valuable tool for..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

JC

Jamie C.

Owner

> "Currently, when a contact is copied, the associated relationship records are not carried over and must be recreated..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

DS

Dominic S.

Financial advisor

> "The contact management features are especially helpful, allowing us to keep detailed records of client interactions,..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140809)

BC

Brian C.

Director

> "By tying our database to online forms, we increase the risk of bad info overwriting good data."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7118161)

JC

Jamie C.

Owner

> "I can easily customize my database, segment contacts by state, territory, or other criteria, and send targeted messages..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

PR

Paul R.

sales manager

> "Sometimes the phone connection is a little hard to hear and the screen were you need to add new contacts can be difficult."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145195)

JW

Janet W.

President

> "What I like best is the fact that I can find ANYTHING in my database in seconds - before someone finishes telling their..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7114606)

DM

Daniel M.

President

> "We are being slowly pushed into a cloud service that does not integrate well with how we store documents."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142090)

JC

Jamie C.

Owner

> "The flexibility of organizing and managing customer data makes my workflow much more efficient and helps me maintain..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

KE

Kari E.

CEO

> "Using ACT for marketing and setting up work flows for email campaigns is not the most user friendly feature."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

DM

Dan M.

President

> "Their technical teams have repeatedly demonstrated an extraordinary willingness to solve problems completely—whether it..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

SL

Scott L.

Mortgage Loan Officer

> "Complicated setup and maintenance — backups, updates, and database management could become frustrating."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158492)

JS

Jack S.

Owner

> "Full data management / CRM making it easy to systematically process the collection, storing, updating and utilizing..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7054063)

LT

Lydia T.

Chief of Staff

> "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..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

LT

Lydia T.

Chief of Staff

> "I am giving 2 stars instead of 1 because the customer success department is decent. As mentioned, if there weren't 34..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

TG

Tyler G.

Director of Business Development

> "Also, the I beleive texting out of ACT should not be a feature that I need to pay extra for. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135262)

DM

Dan M.

President

> "As of 2026, this represents a 29-year business relationship—one of the longest and most important professional..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

LT

Lydia T.

Chief of Staff

> "Formatting issues with the notes section, and constant glitching."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

PR

Paul R.

sales manager

> "The productivity and efficiency has freed up time to focus on getting more customers and service my current customers to..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145195)

AH

Andres H.

Sales Engineer

> "Crashes my outlook and often loses setting with Google Integration."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142777)

SL

Scott L.

Mortgage Loan Officer

> "Overall, it is a solid CRM for relationship management and organization, particularly for small businesses and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158492)

JF

Jennifer F.

Owner

> "The issues with time it takes screen to change when completing activities."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140286)

RP

Rachel P.

Business Assistant

> "The amount of customization and details you can add to an email makes our emails unique. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135346)

LB

Lori B.

president

> "I can't get it to sync with my Google calendar--just doesn't work."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7141576)

JC

Jamie C.

Owner

> "It allows me to efficiently reach out to all of my customers while still personalizing communications."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

VT

Vanessa T.

School Board President

> "Also having trouble figuring out a way to NOTE all at once and then delete those from a lookup."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136965)

BN

BRAD N.

SALES ENGINEER

> "This new form of note taking tool has helped to keep me on track with all of my customers."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7081335)

RD

Regina D.

Administrator

> "The way the group emails feature works is less than idea."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135427)

AP

Andrew P.

VP

> "At first it was an adjustment with the cloud base system but now i like it because i can access on my phone, tablet and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135256)

JH

Jayne H.

Accounting

> "I find going to lookup contact from the calendar extremely slow."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7159158)

JM

James M.

REALTOR

> "The pro I like the most about Act is the customer tables, however I am still learning how to effectively design and use..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7123845)

RD

Regina D.

Administrator

> "For example, when using a mail merge, the formatting can be strange."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135427)

KW

Kevin W.

Manager

> "I like the software's ability to track my emails to clients for future reference."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7079631)

PR

PAUL R.

President

> "Act does not work well with the new version of MS Outlook."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140394)

KE

Kari E.

CEO

> "I appreciate having the capability of synchronizing updated information to the cloud."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

JR

Jim R.

Regional VP Sales, NA

> "Sometimes the features don't work properly requiring a restart."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140174)

RT

Ron T.

Owner

> "I need to use my CRM even when I do not have acces to internet, and ACT is the only company I know of that offers a fully..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7051782)

KA

Kevin A.

Sales

> "The desktop version is a very old format and data can be old."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140390)

BR

Barbie R.

Office Manager

> "I love being able to have all my contacts and information about my contacts all in one app."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135231)

VR

Verified Reviewer

Regional Sales Manager

> "Slow operating and outdated, needs to be updated to join the 21st century."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7110141)

KW

Kevin W.

Manager

> "In my business, tracking calls and setting meetings is very important."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7079631)

WC

William C.

Owner

> "Dont like the $30 monthly fee to access my data. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153608)

RW

Robert W.

Owner

> "Additional features that support my marketing efforts and the improved Outlook integration are real time savers."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6856052)

KG

Kerri G.

President

> "i can't easily look up machines i have sold by model or state. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

MF

Myles F.

Applications Engineer

> "I had to make some major changes (users and setup), and my Customer Service Rep was fantastic. Once he started, we got..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7118197)

JR

James R.

President

> "I have trouble if I have to move fields around."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7088048)

BG

Bev G.

Director

> "We don't currently use it to it's full potential but are loving the way we can customise it to suit our business. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7122838)

MT

Mike T.

Vistage Chair

> "I feel like I am sitting forever and often go to other tasks during wait."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140154)

KE

Kari E.

CEO

> "The ACT desktop version is simple and easy to use for looking up contacts, taking notes, and generating pipeline reports."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

JB

John B.

Senior Vice President

> "Don’t like high price increase after using for so many years with no assistance from ACT."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140665)

JL

Jeffrey L.

FA

> "The product provides an excellent way to maintain a list of contacts."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7082918)

MR

Micky R.

Operations Manager

> "A few bugs that have been around for years and never fixed."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

MR

Micky R.

Operations Manager

> "I recommend it to my clients and usually setup a custom contact screen and fields for them."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

JR

James R.

Business owner

> "Until two weeks ago there were 45 items on the list as well as screen grabs showing the error messages and bizarre things..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6451770)

Kevin H.

Sr. Registered Client Service Associate

> "Sharing a calendar and viewing others event is helpful."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136807)

MH

Mike H.

Sales Manager

> "The Marketing Automation component seems difficult to use."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135269)

TD

Thomas D.

Founder and CEO

> "Integration with QBO, Microsoft 365 and QuoteWerks is excellent."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164803)

KG

Kerri G.

President

> "Queries are hard to figure out how to create"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

TR

Tammy R.

Admin Sales management

> "I am able to use it for organizing out data for the most part."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135260)

SM

Scott M.

Managing Director

> "It not always accessible and sometimes locks us out for no reason so needs a customer service call."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7068325)

KG

Kerri G.

President

> "I like the cloud base version, it is helpful using the mobile version as well. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

TF

Thom F.

Owner

> "I wish they had longer hours or 24/7 because of my schedule I work with people all over the world and sometimes wind up..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6629605)

MV

Maria V.

Owner

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

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164931)

LB

Lori B.

president

> "The cloud version is clunky."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7141576)

KA

Kevin A.

Sales

> "Have used Act to keep up with vendors and customers, and the history is invaluable."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140390)

RP

Rachel P.

Business Assistant

> "Customer Service can be hard to understand at times."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135346)

MC

Marianne C.

Office Manager

> "Customer Support is responsive understandable and easy to understand when trying to provide support for complex problem"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140642)

JM

Janet M.

Real Estate Broker

> "As a result, I often have to end the call and try again until I reach someone who can help."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7002106)

NA

Nita A.

Secretary

> "ALSO LOVE that when I do have an issue, I can call in and get a real English speaking person."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136794)

NL

Nick L.

VP

> "I don't like having to be online to access it. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142080)

MR

Micky R.

Operations Manager

> "Having groups and fields really make it possible to do so much."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

DB

Danny B.

Recruiter

> "It has been one problem after another including an update that changed all the search functions without getting so much..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6837404)

AH

Andres H.

Sales Engineer

> "Good for keeping track of custoemrs"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142777)

TG

Tyler G.

Director of Business Development

> "The marketing automation is not easy to work with. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135262)

VT

Vanessa T.

School Board President

> "Customer Support was great when we were having trouble installing due to our internet."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136965)

MR

Micky R.

Operations Manager

> "I love the desktop but really hate the online version."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

DM

Dan M.

President

> "For nearly 30 years, ACT! has been one of the most valuable business relationships I’ve had—including compared to my..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

FL

Frank L.

Owner

> "There's no integration between it, and Google Contacts, or the integration is not comprehensive..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6642410)

BG

Bev G.

Director

> "I had used Act many years ago and loved it. When it came to us needing CRM, we had tried a couple of free ones that,..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7122838)

JR

James R.

Business owner

> "For example having to restart the program 11 times in one eight hour period of time because it crashed.... among many..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6451770)

[View Reviews](https://www.capterra.com/p/175860/Act/reviews/)

## User interface

4.50 (255)

[Act!](https://www.capterra.com/p/175860/Act/)

3.90 (921)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Claritysoft CRM

34/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features)

Act!

Top features

36/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/175860/Act/#features)

### Recognition

Claritysoft CRM

Best Value Lead ManagementSoftware (2023) 

Act! is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

Claritysoft CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Act!

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Claritysoft CRM

-   By Claritysoft
-   Located in United States
-   Founded in 2010

Act!

-   By Act!
-   Located in United States
-   Founded in 1987

## Popular Comparisons

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$49/month

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4.2

Features

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4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/61368-123868/Salesforce-vs-Claritysoft-CRM)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$30/month

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$25/month

3.9

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3.9

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[View full comparison](https://www.capterra.com/compare/61368-175860/Salesforce-vs-Act)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$49/month

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4.2

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4.5

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[View full comparison](https://www.capterra.com/compare/123868-152373/Claritysoft-CRM-vs-HubSpot-CRM)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$30/month

Price

$20/month

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Features

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[View full comparison](https://www.capterra.com/compare/152373-175860/HubSpot-CRM-vs-Act)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$49/month

Price

$14/month

4.2

Features

4.3

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$30/month

Price

$14/month

3.9

Features

4.3

3.9

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/155928-175860/Zoho-CRM-vs-Act)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$49/month

Price

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4.2

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/123868-157279/Claritysoft-CRM-vs-Dynamics-365)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$30/month

Price

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3.9

Features

4.3

3.9

Ease of Use

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[View full comparison](https://www.capterra.com/compare/157279-175860/Dynamics-365-vs-Act)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

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Features

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4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

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[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

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$49/month

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4.2

Features

4.7

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/123868-210630/Claritysoft-CRM-vs-Kylas)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

$30/month

Price

$20/month

3.9

Features

4.3

3.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152769-175860/eWay-CRM-vs-Act)