--- 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 September 17, 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 933 user reviews Reviews sentiment Positive 72% Neutral 13% Negative 15% Pros & cons Extensive customization capabilities Robust customer tracking tools Persistent bugs and technical issues 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://www.g2.com/products/act/claim_requests/new?auto=true) Rating Breakdown 3.9 +− Features3.9 Value for Money3.9 Ease of Use3.9 Customer Service3.6 Rating Breakdown 3.9 Features3.9 Value for Money3.9 Ease of Use3.9 Customer Service3.6 ## Act! Reviewers Verdict Updated September 2026 AI summary - Act! is a good fit for small to midsize businesses seeking customizable contact and customer tracking. - Its main advantage is strong customization options, allowing users to tailor fields and workflows to fit specific business processes. - Teams benefit from centralized contact management and easy tracking of customer interactions for improved follow-up and organization. - Some key downsides are slower performance, an outdated interface, and occasional syncing or data import challenges. - Act! works best for organizations prioritizing adaptable customer data management over advanced automation or modern UI demands. ## 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 (933) VS. [4.4 (18,810)](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 (931) Ease Of Use 4.0 (18,145) Value For Money 3.9 (734) Value For Money 4.0 (12,831) Customer Service 3.6 (830) Customer Service 4.1 (14,063) ## Act! alternatives [4.5 (4,487)](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 (6,999)](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 (744)](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 [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% 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, reminders, and sales opportunities in one customizable system. Sales teams, brokers, financial advisors, accountants, and small business owners benefit most when managing long relationship cycles, shared accounts, and field-based communication. Answer based on 381 reviews Overview ### Which roles and teams benefit most from Act!? Act! is most used by small-business owners, presidents, CEOs, and managing directors who need a central system for customer relationships, sales follow-up, and pipeline visibility. Sales and marketing teams use it to track leads, campaigns, and outreach, while office and operations managers rely on it for contact organization and daily workflow coordination. Answer based on 812 reviews Overview ### What company size and industries is Act! built for? Act! is built primarily for small businesses, which make up 93% of reviewers, and it is most common in Financial Services at 7%. Act! Advantage is a front-office CRM that unites sales, marketing, and customer management, with additional use across Management Consulting and Real Estate, each at 6%. Answer based on 931 reviews Features and Usability ### What are the key features of Act!? Act! includes core CRM features like contact management, a centralized customer database, activity history, reminders, and calendar management. Reviewers most often highlight customer tracking, email integration, and customizable fields. Differentiator features include marketing automation, email marketing with mail merge and templates, plus API and Outlook integrations for connected workflows. Answer based on 317 reviews Pricing ### How much does it cost and what fees or limitations are included? Act! starts at $30/user/month for the Advantage Standard plan, billed annually, with Professional at 45 and Ultimate at 60; Premium Desktop starts at 39. A free trial is available. Reviewers call it affordable and cost-effective, but some cite annual billing, paid add-ons or support, and integration issues. Answer based on 208 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 over 20 integrations overall, including Google Workspace, QuickBooks Online, Dropbox, Shopify, and Slack, covering email, productivity, accounting, file storage, and ecommerce workflows. Answer based on 152 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. Reviewers say basic contact management is easy to learn, so sales reps and everyday users often get productive quickly. Admins, first-time CRM users, and teams setting up advanced features or imports usually need more time, guided training, and support. 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, responsive, and helpful with setup or technical fixes, but experiences are mixed: some report long hold times, inconsistent answers, paid support concerns, and occasional communication difficulties that slow resolution. Answer based on 317 reviews Security ### How does Act! handle data security and access control? Act! uses secure backups, cloud-based access, and multiple security levels for individual users or groups to help protect customer and business data. Reviewers also note strong confidence in keeping sensitive information safe, though some mention password reset issues, limited password changes for lists, and security that feels decent but breakable. 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 64 Most reviewers find customization options comprehensive, letting them tailor fields, layouts, and processes to specific business needs. Jamie C. Owner, 2 - 10 employees. "The flexibility to customize fields, organize contacts, and use features like Mail Merge has made it a valuable tool for maintaining strong customer relationships and improving productivity" Persistent bugs and technical issues 72% negative reviews out of 192 Some reviewers indicate recurring bugs, instability, compatibility problems, and unresolved errors disrupt daily use and upgrades. 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. " Robust customer tracking tools 88% positive reviews out of 60 Most users report customer tracking is thorough, enabling detailed history, easy updates, and efficient information retrieval. Fernando P. Administrative, 11 - 50 employees. "Act! helps me easily manage my contacts and track my interactions with them." Frequent slowdowns and crashes 87% negative reviews out of 61 Most reviewers describe performance and speed as problematic, with slow loading, frequent crashes, and resource-heavy operation. Abel A. Agent, 2 - 10 employees. "impossible to change program colors and slow in any type of process no interface either" Comprehensive contact management system 82% positive reviews out of 45 Most reviewers appreciate contact management for organizing large databases, tracking interactions, and centralizing client information. Dominic S. Financial advisor, 11 - 50 employees. "The contact management features are especially helpful, allowing us to keep detailed records of client interactions, policies, and renewal timelines." Inefficient phone support experience 62% negative reviews out of 53 Some users report long hold times, unhelpful responses, repeated calls, and difficulty reaching knowledgeable phone support staff. 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 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Act! supports all three of the features reviewers rate most important: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect customer information, keep records organized and accessible, and work with up-to-date insights, allowing teams to respond faster and manage customer relationships more effectively. Data Security 4.5 (44) 93.18% of 44 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 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 thousands of contacts, making daily operations seamless. Reviewers appreciate how easy it is to manage, categorize, and access large volumes of contact data, supporting business growth and efficiency. Search/Filter 4.4 (60) 85.00% of 60 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.4 (131) 85.50% of 131 reviewers that rated this feature as important or highly important Act! offers a straightforward way to manage and track interactions with clients. Users think it’s easy to schedule follow-ups, view histories, and keep all client information accessible, which helps maintain relationships and streamline daily communication tasks. Lead Management 4.1 (97) 77.32% of 97 reviewers that rated this feature as important or highly important You can easily organize, categorize, and follow up on leads throughout the sales cycle. Some reviewers find it intuitive to prioritize and track opportunities, while others mention the dashboard and reminders help them stay on top of potential clients. Email Management 4.0 (82) 73.17% of 82 reviewers that rated this feature as important or highly important This aspect helps you track, send, and log emails efficiently, integrating with Outlook and Google. Reviewers indicate it’s valuable for follow-ups and marketing, though some mention occasional syncing issues and compatibility problems with newer Outlook versions. 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 thousands of contacts, making daily operations seamless. Reviewers appreciate how easy it is to manage, categorize, and access large volumes of contact data, supporting business growth and efficiency. - Contact Management: Act! offers a straightforward way to manage and track interactions with clients. Users think it’s easy to schedule follow-ups, view histories, and keep all client information accessible, which helps maintain relationships and streamline daily communication tasks. - 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 the flexibility to tailor data fields to your business needs. Reviewers appreciate being able to add, modify, and organize fields, making the system adaptable for niche requirements and improving the relevance of stored information. - 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 track, send, and log emails efficiently, integrating with Outlook and Google. Reviewers indicate it’s valuable for follow-ups and marketing, though some mention occasional syncing issues and compatibility problems with newer Outlook versions. - 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 easily organize, categorize, and follow up on leads throughout the sales cycle. Some reviewers find it intuitive to prioritize and track opportunities, while others mention the dashboard and reminders help them stay on top of potential clients. - 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 (920) 3.9 Based on 920 reviews ## Pricing Value for money 3.9 (734) 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 (734) 3.9 Based on 734 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 (830) 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 (830) 3.6 Based on 830 reviews ## User reviews Overall rating 3.9 Based on 933 reviews Filter by rating 5(401) 4(264) 3(116) 2(65) 1(87) Mentioned topic Sorted by most recent VH Victoria H. Senior Marketing Manager Computer Games ### "Quick Quote Generation with Act!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 20, 2026 I’ve been using Act! for a couple of years, and the custom reporting tool has become my go‑to. Pulling a sales pipeline report takes less than a minute, and the drag‑and‑drop layout lets me tweak columns on the fly, so I can share instant insights with the team during meetings. Pros Act!'s contact database syncs cleanly with Gmail, and the email templates let me send proposals in seconds. The deal pipeline is pretty solid, and the mobile app keeps me on track when I'm away from the desk. Cons The help docs are a bit thin and when I hit a snag the support replies after a day, which slows my workflow. And the reporting export options are limited. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GR Grace R. Operations Manager Consumer Services ### "Automating Quote Generation for Retail" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 11, 2026 Act! has been a lifesaver when I use its email campaign builder. I can pull up a contact list, drag in a template, tweak a few lines, and hit send - all while my sales team sees real‑time stats in the same window. It’s made my follow‑ups faster and less stressful. Pros I appreciate the intuitive Deal Stage Tracking that lets our sales reps see progress at a glance, and the built‑in email templates save time on follow‑ups. The reporting dashboard is pretty solid, giving us clear insights into pipeline health without extra learning. Cons The interface can feel a bit cluttered especially when scrolling through the contact list but it's not a huge deal. Documentation sometimes lags behind new features, so I had to hunt forums for quick tips. Support response time is decent, though a bit slower than expected. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Luke T. Vice President Human Resources ### "ACT is our Favorite" 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 9/10 September 10, 2026 We've enjoyed our journey with the program. Customer service is always very good and patient when we call. Always very easy to connect and the outcome is quick and on point. Pros I've used ACT for over 25 years...meets our needs very well and customer support is always excellent Cons Nothing very happy. We have been customers for 20 years and the program has always met our needs. Thankd ACT! 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 September 18, 2026 Thank you for taking the time to leave this lovely review, Luke! We are thrilled to hear that Act! has helped you grow your business for over 25 years and that our support team has been there for you when you needed them! We look forward to another 25! Steve R. President Individual & Family Services ### "Great TECH-Support, and I’m looking for a replacement for ACT!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 30, 2026 Once I got my product upgraded with excellent TECH-Support Rep I was happy to get back to using the product the way I’m used to, with reduced functionality. Still wish I didn’t have to pay much more money for functionality I used to have under my previous price plan. Makes me feel like there’s no acknowledgement of being a customer for over 30 years. Pros Ability to make compelling email templates to send to customers. Also ability to customize screens with custom fields and to have dynamic groups. Cons As a 30-year Customer, I was disappointed when new pricing came into effect a couple of years ago and removed the AMA features I was used to (DRIP with conditional sending of subsequent templates) No way to treat a long-term customer! Annother sticking point is that AMA stopped working because I wasn’t aware I had to do an upgrade. My license was fully paid up and I did not see any communications from the company about the necessary upgrade or else ACT! AMA wouldn’t work. As a result, it wasn’t until I needed to use it that I found out it wouldn’t work. Bad timing! I had a deadline to meet and I had no clue why AMA would not work. It wasn’t until I called Technical Support that the issue was resolved. I AM RESEARCHING FOR A SUITABLE REPLACEMENT FOR ACT! 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 September 4, 2026 Thank you for your review, Steve. We value our longtime customers and appreciate your feedback. SB Steven B. Managing Director Financial Services ### "ACT is Great!" 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 August 20, 2026 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. 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. 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 August 24, 2026 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! LN Larah N. Area Director of Sales and Marketing Hospitality ### "Seems great, if I can get it to do the things I was told it would." 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 August 17, 2026 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. 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. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Act! Because of the recommendation from my mentor. 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 August 24, 2026 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. MU Mike U. Sales Rep Consumer Goods ### "Great Sales Tool!!" 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 9/10 August 11, 2026 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!! 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 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 August 24, 2026 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! 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. Response from Vendor August 24, 2026 Andrew, thank you for the thoughtful review! We are glad the flexibility to manage your own database and the remote capabilities are serving your team well. Your feedback on social and real-time sharing is genuinely helpful, and we will make sure it reaches our product team. We appreciate you being part of the Act! community! 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. Response from Vendor August 24, 2026 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! 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. Response from Vendor August 24, 2026 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! [View all Reviews](https://www.capterra.com/p/175860/Act/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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