---
title: "Act! Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Act! Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/175860/Act/"
page_type: "product"
language: "en"
---

# 

 Act! Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 4, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Act!

## What is Act!?

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

## What is Act! used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 927 user reviews

Reviews sentiment

Positive

72%

Neutral

13%

Negative

15%

Pros & cons

Extensive customization capabilities

Comprehensive customer tracking tools

Persistent technical problems

Frequent slowdowns and crashes

Starting price

$30

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

-   CRM / 2026
-   Customer Service / 2026
-   Contact Management / 2025
-   Sales Force Automation / 2025
-   Sales Tracking / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Act!?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.act.com&name=Act!)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Act!

3.9 (927)

VS.

[4.4 (18,801)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$30

Per User, Per Month

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.9 (925)

Ease Of Use

4.0 (18,136)

Value For Money

3.9 (728)

Value For Money

4.0 (12,822)

Customer Service

3.6 (824)

Customer Service

4.1 (14,054)

## Act! alternatives

[4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

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

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

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

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/175860/Act/alternatives/)

## FAQs about Act!

Overview

### What problems does Act! solve?

Act! solves scattered customer data, missed follow-ups, and weak visibility into client history by centralizing contacts, notes, quotes, orders, and communications in one customizable system. Sales teams, brokers, financial advisors, account managers, and small service businesses use it to track pipelines, manage reminders, and hand off accounts without losing context.

Answer based on 377 reviews

Overview

### Which roles and teams benefit most from Act!?

Act! is most used by business owners, presidents, CEOs, and managing directors who need visibility into customer relationships, sales activity, and follow-up tasks. Sales teams and marketing managers use it to track leads, manage pipelines, and run campaigns, while office and operations managers organize contacts, schedules, and daily administrative workflows.

Answer based on 806 reviews

Overview

### What company size and industries is Act! built for?

Act! is a front-office CRM built mainly for small businesses, which make up 93% of reviewers, especially in Financial Services at 7%. It also serves Management Consulting and Real Estate, each at 6%, with more limited adoption among midsize businesses at 4% and enterprises at 3%.

Answer based on 925 reviews

Features and Usability

### What are the key features of Act!?

Act! includes core CRM features centered on contact management, a centralized customer database, activity history, reminders, and calendar management. Differentiating capabilities include email integration with history tracking, mail merge, marketing automation, and customizable fields, groups, and reports. Reviewers often highlight customer tracking, database organization, and suitability for small businesses.

Answer based on 314 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Act! starts at $30/user/month for Act! Advantage Standard, with Professional at 45 and Ultimate at 60, all billed annually; Premium Desktop starts at 39. A free trial is available. Reviewers often call it affordable and cost-effective, but some report added costs for support, third-party add-ins, or extra marketing features.

Answer based on 207 reviews

Integrations

### Which third-party tools and platforms does Act! integrate with?

Act! integrates with Microsoft Outlook and Microsoft 365 most often, with reviewer mentions also confirming Zapier and QuoteWerks. Its catalog shows more than 20 integrations overall, including Google Workspace, QuickBooks Online, Dropbox, Slack, Shopify, FreshBooks, Eventbrite, and SurveyMonkey across email, accounting, storage, and commerce tools.

Answer based on 149 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Act!?

Act! offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Reviewers say everyday users often pick up contact management and core tasks quickly after brief training, while admins, new CRM users, and teams setting up advanced features or imports usually need more time and guidance.

Answer based on 77 reviews

Getting Started and Support

### What customer support options does Act! offer, and how do users rate the experience?

Act! offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as knowledgeable, thorough, and helpful with setup or technical fixes, but experiences vary widely. Common complaints include long phone waits, inconsistent answers, communication difficulties, and added costs for extended support.

Answer based on 314 reviews

Security

### How does Act! handle data security and access control?

Act! uses secure backups, cloud-based access, and multiple security levels for individuals and groups to control who can view data. Reviewers also value keeping client and business information secure in a PC-controlled or online environment. Some note security is only decent, password resets can be problematic, and password controls for lists feel limited.

Answer based on 18 reviews

## Who uses Act!?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Extensive customization capabilities

92% positive reviews out of 61

Most users comment customization offers flexible fields, layouts, and workflows tailored to diverse business needs.

Bev G.

Director, 2 - 10 employees.

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

Persistent technical problems

72% negative reviews out of 192

Most reviewers find bugs and issues common, with frequent errors, instability, and compatibility challenges disrupting workflow.

James R.

Business owner, 11 - 50 employees.

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

Comprehensive customer tracking tools

88% positive reviews out of 56

Most reviewers describe customer tracking as detailed, enabling efficient management of histories, notes, and interactions.

Fernando P.

Administrative, 11 - 50 employees.

"Act! helps me easily manage my contacts and track my interactions with them."

Frequent slowdowns and crashes

86% negative reviews out of 59

Most users report performance and speed issues, including sluggish loading, frequent crashes, and resource-heavy operation.

Mia R.

Head of Marketing and Vendor Management, 51 - 200 employees.

"Quite slow to assign a flag to contacts (especially when flagging 10,000+)"

Centralized organizational features

83% positive reviews out of 47

Most reviewers indicate organization tools help maintain structured contacts, streamline workflows, and support daily productivity.

Jeffrey L.

FA, 2 - 10 employees.

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

Lengthy and ineffective phone support

62% negative reviews out of 53

Some reviewers describe phone support as slow, with long hold times, unhelpful responses, and unresolved technical concerns.

Janet M.

Real Estate Broker, 1 employee.

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

## Features

AI summary

Based on 14,670 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**43%**)
-   **Lead Management** (**44%**)

Act! supports all three of the features reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and close more sales.

Contact Management

4.4 (129)

85.27% of 129 reviewers that rated this feature as important or highly important

Act! offers tools to track, schedule, and organize interactions with clients. Users think it’s straightforward to access contact histories, manage follow-ups, and customize views, making it valuable for maintaining relationships and keeping up with client needs.

Sales Pipeline Management

4.0 (60)

78.33% of 60 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Lead Management

4.0 (94)

76.60% of 94 reviewers that rated this feature as important or highly important

You can track, categorize, and follow up on leads efficiently. Some reviewers find it intuitive to manage sales cycles, prioritize follow-ups, and organize prospects, while others mention duplicate work in the opportunities section as a drawback.

Data Import/Export

4.1 (37)

81.08% of 37 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Task Management

4.3 (45)

77.78% of 45 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Contact Database

4.6 (103)

88.35% of 103 reviewers that rated this feature as important or highly important

With this capability, you can store, organize, and quickly retrieve large volumes of contact information. Reviewers appreciate how easy it is to categorize, search, and manage thousands of contacts, noting its reliability for daily business operations and seamless data migration.

Act! 105 features

### All Features
- A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Scheduling: Schedule appointments via a calendar
- Autoresponders: Create and automatically send premade copy in response to customer messages
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Analytics: Track and interpret campaign performance metrics
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Client Management: Manage contact details and communication with clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Contact Database: With this capability, you can store, organize, and quickly retrieve large volumes of contact information. Reviewers appreciate how easy it is to categorize, search, and manage thousands of contacts, noting its reliability for daily business operations and seamless data migration.
- Contact Management: Act! offers tools to track, schedule, and organize interactions with clients. Users think it’s straightforward to access contact histories, manage follow-ups, and customize views, making it valuable for maintaining relationships and keeping up with client needs.
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Portal: A website or login for customers to access information
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
- Customizable Fields: It gives you flexibility to tailor contact records to your business needs. Reviewers appreciate being able to add, modify, and organize fields, making searches more effective and the database adaptable for niche or specialized requirements.
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period
- Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
- Electronic Signature: Digitally sign online documents
- Email Management: This aspect helps you sync, track, and log emails with contacts, including integration with Outlook and Google. Reviewers indicate it’s easy to send bulk emails and maintain communication history, though some report occasional syncing or compatibility issues.
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- For Insurance Industry: Intended to be used by insurers
- For iPad Devices: Operate/access software on iPad Devices
- For Small Businesses: Designed for small businesses
- For Startups: Primarily serving startup companies
- Forecasting: Form predictions based on past and present data/trends
- Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: You can track, categorize, and follow up on leads efficiently. Some reviewers find it intuitive to manage sales cycles, prioritize follow-ups, and organize prospects, while others mention duplicate work in the opportunities section as a drawback.
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Marketing Calendar: See past and upcoming campaigns and communications in a calendar view
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Multi-Campaign: Manage multiple campaigns in one system
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
- Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Activity Management: Define, track, and/or automate sales activities and sales processes
- Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Segmentation: Group leads or contacts based on their specific characteristics
- Shared Contacts: Share contacts with other applications like Gmail and CRM
- SMS Marketing: Send promotional campaigns or transactional messages via text messages
- Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Web-based Deployment: SaaS, web-based, online deployment
- Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

3.9 (914)

3.9

Based on 914 reviews

## Pricing

Value for money

3.9 (728)

Free Trial

[View pricing plan details](https://www.capterra.com/p/175860/Act/pricing/)

Act! Advantage Standard

$30.00

Per User,Per Month

It 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
-   Collect payments

Act! Advantage Professional

$45.00

Per User,Per Month

It 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
-   MacOS compatibility
-   Expert technical support
-   Dedicated onboarding specialist

Act! Advantage Ultimate

$60.00

Per User,Per Month

It 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
-   Dedicated onboarding specialist
-   Billed annually

Act! Premium Desktop

$39.00

Per User,Per Month

It includes:

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

Act! Email Marketing Plus

$79.00

Usage Based,Per Month

It 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

It includes:

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

Value for money

3.9 (728)

3.9

Based on 728 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Shopify](https://www.capterra.com/p/83891/Shopify/)[

Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)

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.

## Support, customer service and training options

Customer Service

3.6 (824)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.6 (824)

3.6

Based on 824 reviews

## User reviews

Overall rating

3.9

Based on 927 reviews

Filter by rating

5(396)

4(263)

3(116)

2(65)

1(87)

Mentioned topic

Sorted by most recent

AB

Andrew B.

Managing Partner

Marketing and Advertising

### "ACT Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

July 31, 2026

Act is easy to use CRM solution with helpful features to ensure transparency. It also makes productive work environment for the company and provides the best customer experience for clients.

Pros

Act is a web-based software. It allows to make changes in our own database, means if need to make some modifications to our existing database, one doesn't need to be dependent on technical support. It is enabled by dialling capabilities. The best feature is the offline remote capabilities for clients who don't yet trust the cloud.

Cons

Employee tracking and support is the worst part of Act, it does not provide an option to track or support through Social CRM. File Sharing, Real-time Sharing is also not supported by this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AC

Allison C.

President

Insurance

### "Great job very well done"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 27, 2026

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.

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RL

Raymond L.

Owner

Furniture

### "Exceptional"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

July 16, 2026

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

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Clive B.

Partner

Legal Services

### "Superb system with a few minor niggles"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

July 16, 2026

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.

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.

Alternatives considered

[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing Act!

Easy interface with all the features required.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

PJ

peter J.

MD

Farming

### "Review of my use of Act "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

July 15, 2026

Great. Its easy to use, and user friendly all very visible and easy to see , loads of options and facilities and functions Recording info is easy

Pros

Marketing and sales, Its easy to use, and user friendly all very visible and easy to see , loads of options and facilities and functions Recording info is easy

Cons

Flaky at times, some functions are slow, sometimes putting things in box's is slow Groups can be difficult to manage

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TD

Trey D.

President

Oil & Energy

### "The Best CRM on the Market"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 13, 2026

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.

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

LW

Lizzie W.

Project Coordinator

Publishing

### "Good product - great customer service"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

July 3, 2026

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

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RW

Rae W.

Office Manager

Business Supplies and Equipment

### "Helpful, Easy to Use"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

June 25, 2026

Pretty easy to use and navigate once you figure it out. Has some great features. Lots more than we need.

Pros

Easy to sign in and navigate. Has lots of features. Once you work through finding things it is easy to use.

Cons

Overall customer service was helpful at times, but other times I struggled to understand rep. Most likely due to the language difference.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MV

Maria V.

Owner

Facilities Services

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

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 9, 2026

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

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 12, 2026

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.

TD

Thomas D.

Founder and CEO

Computer Software

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

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

June 9, 2026

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.

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.

Alternatives considered

[Sage Construction Suite](https://www.capterra.com/p/154874/Sage-Construction-Suite/)

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

[HighLevel](https://www.capterra.com/p/177156/HighLevel/)

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 12, 2026

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.

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

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