---
title: "Act! Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Act! the right CRM solution for you? Explore 939 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/175860/Act/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-11-01"
---

Act!

3.9 (942)

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

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

* * *

Last updated November 1st, 2026

# Reviews of Act!

Ease of use

3.9

Customer Service

3.6

## Pros and Cons in Reviews

JC

Jamie C

OwnerHospital & Health Care, 2 - 10 employeesUsed the software for: More than 2 years.

“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“

June 8, 2026

Clive B

PartnerLegal Services, 2 - 10 employeesUsed the software for: 1-2 years.

“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.“

July 16, 2026

JC

Jamie C

OwnerHospital & Health Care, 2 - 10 employeesUsed the software for: More than 2 years.

“I can easily customize my database, segment contacts by state, territory, or other criteria, and send targeted messages to the right audience.“

June 8, 2026

AB

Andrew B

Managing PartnerMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years.

“Employee tracking and support is the worst part of Act, it does not provide an option to track or support through Social CRM.“

July 31, 2026

LN

Larah N

Area Director of Sales and MarketingHospitality, 51 - 200 employeesUsed the software for: Less than 6 months.

“What I liked most would be the ability to integrate multiple functionalities into a single CRM, such as marketing, email tracking, etch. “

August 17, 2026

JC

Jamie C

OwnerHospital & Health Care, 2 - 10 employeesUsed the software for: More than 2 years.

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

June 8, 2026

MU

Mike U

Sales RepConsumer Goods, 2 - 10 employeesUsed the software for: More than 2 years.

“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.“

August 11, 2026

PR

Paul R

sales managerPrinting, 11 - 50 employeesUsed the software for: 1-2 years.

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

May 5, 2026

## Showing most helpful reviews

Showing 1-25 of 942 available reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Arman S.  
Content Creator  
Used the software for: 1-3 years

### "Dependable Contact Tracking, Though the Interface Feels Dated"

November 5, 2026

3.5

It solved the mess of tracking clients across scattered spreadsheets and sticky notes. Everything related to a deal or conversation is now logged under one contact card, which saves a lot of time before client calls. It has made pipeline tracking and daily follow-up discipline much easier to maintain.

Pros

I really like how Act! organizes all customer and contact information in one central dashboard. Managing client details, call notes, and follow-up history is very straightforward without dealing with an overly complicated interface. The built-in calendar and task reminders make sure scheduled client calls or follow-ups don't get missed. For day-to-day contact tracking and basic pipeline visibility, it works dependably without requiring endless setup.

Cons

The interface feels a bit dated compared to modern web-based CRMs, and navigating through heavy datasets can occasionally feel slow. Setting up advanced custom automations or third-party integrations also comes with a slight learning curve, especially if you are not used to traditional database software.

Review Source

R

Reviewer  
Executive Admin, Marketing Coordinator  
Used the software for: 1-3 years

### "ACT! REVIEW - EASY TO USE & KEEP ORGANIZED"

October 28, 2026

5.0

Overall, it has been a good experience. It is easy to use and helps keep track of everything I need; schedules, contacts, opportunities and so much more.

Pros

It is a great tool to keep you organized with everything in one place. I like that don't have to have several apps for different things. It is all in one in ACT!

Cons

Sometimes the calendar gets full for all day activities and then it limits you from seeing the rest of the calendar.

Review Source

R

Reviewer  
Owner  
Used the software for: 3-5 years

### "We love ACT!"

October 22, 2026

5.0

The people on the phones are marvelous. Always answer our questions, and are helpful. The people on the tech side are wonderful as well. They have always been able to assist us with any tech issue we've had.

Pros

How user friendly it is. We use it to store names address, and information regarding installations of our customers.

Cons

We find it to be an expensive commodity for our office. Wish you could bundle like a 2 year or 3 year contract for cheaper.

Review Source

HT

Harvey T.  
President  
Used the software for: 3-5 years

### "Act Database keeps me on track and organized"

October 15, 2026

5.0

Absolutely GREAT!!! I live with it 6 days a week. Sometimes 7. Give me peace of mind. I can not work without it

Pros

I have been a loyal ACT user since it was a DOS program. (Who remembers those days.??) Having been diagnosed with ADD decades ago, I need a place to store and organize my clients, and prospective clients information

Cons

The program is very slow. It boots up slowly and sometimes changes between sections slowly. It also tends to take a lot of resources of my computer

Review Source

R

Reviewer  
Administration Manager  
Used the software for: 3-5 years

### "Reliable CRM for Managing Customer Information"

October 7, 2026

5.0

Overall, Act! Database is a reliable and useful CRM for managing customer information and keeping records organised. Some features could be more intuitive, but overall it meets our needs well.

Pros

I liked the convenience of having my customer database securely available in the cloud. It made it easier to access customer information from different locations, collaborate with colleagues, and keep data organised without relying on a single computer.

Cons

The main drawback is that the system can sometimes feel slow and less intuitive than newer CRM platforms. Some features can also be difficult to find or require too many steps, and occasional performance or connectivity issues can make it frustrating to use.

Review Source

R

Reviewer  
Sales Manager  
Used the software for: 1-3 years

### "Daily sales tracking made easy"

October 5, 2026

5.0

I've been using Act! for a while, and the automated email reminders keep my team on track. Each time a client’s payment is due, the system sends a friendly note, and I can tweak the message in seconds. It saves me hours of manual follow‑ups and keeps our cash flow steady.

Pros

The pipeline view lets me drag deals between stages with a click, and the mail merge saves me hours on follow‑up emails. It’s pretty solid for daily use.

Cons

Reporting feature is a bit slow, the help docs are thin, especially for advanced reporting, and the mobile app lags when I try to edit a deal on the go.

Review Source

R

Reviewer  
Director  
Used the software for: 1-3 years

### "Great software, great support."

October 5, 2026

5.0

Act are a very responsive, professional yet friendly, UK based company who go out of their way to ensure the end user has the best experience possible.

Pros

We are relatively new to Act and currently only have a one user account, however, it works really well for our company, helping to track our enquiries and follow up on phone calls and emails. We will be looking to extend this subscription to other team members and with the enhanced support, its' great to know that if or when we have 'issues' they are quickly resolved by a knowledgeable tech team.

Cons

We have had a couple of odd glitches with it working with outlook but nothing that the tech team at Act haven't been able to resolve.

Review Source

R

Reviewer  
Senior Marketing Manager  
Used the software for: 1-3 years

### "Act! is solid for my team"

September 27, 2026

5.0

I love how Act! lets me set up automated follow‑up emails right after a client signs a contract. The drag‑and‑drop template editor saves me minutes each week, and the built‑in calendar sync keeps my team on the same page without double‑checking spreadsheets.

Pros

Custom fields let me tag leads by region and campaign, cutting follow‑up time. Zapier integration pushes contacts to Mailchimp instantly, which keeps my workflows tight.

Cons

Documentation on the email scheduling tool is thin so I spent a couple of days figuring out the time‑zone settings kind of annoying.

Review Source

R

Reviewer  
Senior Marketing Manager  
Used the software for: 3-5 years

### "Quick Quote Generation with Act!"

September 22, 2026

5.0

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

R

Reviewer  
Operations Manager  
Used the software for: Less than 1 year

### "Automating Quote Generation for Retail"

September 14, 2026

5.0

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

Mamatha M.

Elementary School Teacher

Used the software for: 1-3 years

5.0

November 6, 2026

AI summary based on a full review

Act! effectively addresses issues of disorganized customer data and communication by centralizing essential functions into one platform, enhancing productivity for growing teams. Despite its strengths, the dated user interface and high costs for advanced features may deter some users.

Log in to unlock the full review, detailed ratings, and pros & cons

Sachin W.

Associate

Used the software for: 3-5 years

5.0

November 6, 2026

AI summary based on a full review

Act! provides a centralized platform for managing customer relationships, which helps reduce manual effort and ensures important interactions are not missed. On the downside, the navigation and some features could be more intuitive, and performance may lag with extensive data.

Log in to unlock the full review, detailed ratings, and pros & cons

R

Reviewer  
Vice President  
Used the software for: 3-5 years

### "VP Construction and was a VP in Fire Protection"

April 29, 2026

5.0

Pros

I have it for many many years! Its an awesome setup that helps work! I have done it over 25 years . I need it to work successfully and it is! The letters written was though ACT. That's a way to keep track of customer's. I have over 4000 costumer's that I always look at!

Cons

NOTHING! I like ACT a lot!

Review Source

R

Reviewer  
CEO  
Used the software for: 3-5 years

### "Satisfied ACT Customer"

May 22, 2026

4.0

My overall experience with ACT is better than average. However, it could still use some upgrades making it a more user friendly CRM.

Pros

The ACT desktop version is simple and easy to use for looking up contacts, taking notes, and generating pipeline reports. I appreciate having the capability of synchronizing updated information to the cloud.

Cons

Using ACT for marketing and setting up work flows for email campaigns is not the most user friendly feature. Additionally, the customer support team is great but language barrier's can sometimes be a challenge in achieving desired results in a timely manner.

Review Source

R

Reviewer  
Chief of Staff  
Used the software for: 3-5 years

### "As an expereience CRM user, I would not reccomend this software"

May 11, 2026

2.0

Very poor. I am giving 2 stars instead of 1 because the customer success department is decent. As mentioned, if there weren't 34 years of company data in the notes field (which is not something you can migrate to another software) I would not use this CRM.

Pros

We recently took over the family business, and if we didn't have 34 years on relevent data we wouldn't stick with this CRM. Hvaing used Salesforce, Hubspot, and other internal private CRM's I have to say it is the most inferior and non-user friendly one I have encountered.

Cons

Static non-movable notes section. Formatting issues with the notes section, and constant glitching. Inability to copy and paste from preview. Weird organization method for contacts and company. Customer Success department is good, however having them in an overseas timezone when the 7th largest world economy is in California is very invonvienient time zone issue. Their overseas I.T. department has abolsutely no idea what they are doing. They were 15 minutes late for a ticketed scheduled meeting, and wouldn't have shown up if we didn't call them. 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 asked to put us on hold and never came back." I verified this later in another call.

Review Source

R

Reviewer  
Owner  
Used the software for: 3-5 years

### "Exceptional"

July 17, 2026

5.0

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

R

Reviewer  
Founder and CEO  
Used the software for: 3-5 years

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

June 10, 2026

4.0

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.

Review Source

R

Reviewer  
President  
Used the software for: 3-5 years

### "30 Years of Excellence: A CRM Relationship That Has Delivered Unmatched Value, Service, and Reliability"

May 6, 2026

5.0

My overall experience with ACT! has been nothing short of exceptional. As of 2026, this represents a 29-year business relationship—one of the longest and most important professional relationships I have, including compared to many major service providers and financial institutions. I began using ACT! when my business was in its earlier stages, paying roughly $99, and over the decades I’ve watched both my company and ACT! evolve together. Today, even at a significantly higher investment, it remains worth every penny. Few companies can honestly claim to have delivered this level of consistent value, adaptability, and service over nearly three decades. What has kept me loyal is simple: unmatched customer support, dependable software, and continuous improvement. Their technical teams have repeatedly demonstrated an extraordinary willingness to solve problems completely—whether it involves troubleshooting, Outlook integration issues, or even recovering critical data. Their willingness to stay engaged until the issue is resolved provides a level of confidence that is increasingly rare in today’s software world. Like any long-term software platform, there are occasional technical hiccups, and at times communication with offshore support can require a little additional patience. However, these are minor considerations when weighed against the incredible affordability, depth of functionality, and level of service ACT! consistently delivers. ACT! is far more than just a CRM to my business—it has been a foundational operational tool for nearly 30 years. Their combination of value, reliability, and customer commitment is extraordinarily difficult to find, and I fully expect to remain a client for as long as I am in business.

Pros

For nearly 30 years, ACT! has been one of the most valuable business relationships I’ve had—including compared to my banking partners. Very few companies today deliver this level of long-term value, service, and reliability. What stands out most is their exceptional customer support and continuous software improvement. In an era where many major companies charge significantly more for limited online-only service, ACT! provides direct, high-level technical support from experienced senior technicians and engineers who genuinely stay with you until problems are fully resolved. Whether it’s recovering critical data or troubleshooting complex system issues, their team consistently delivers. ACT! has remained an essential part of my business infrastructure because they combine affordability, powerful CRM functionality, and unmatched support better than virtually anyone else in the industry.

Cons

If I had to identify one drawback, it would be that the software can occasionally be a bit finicky—particularly with things like Outlook integration needing to be reset or reconfigured from time to time. That said, this is rarely a serious issue because ACT!’s support team can typically remote in and resolve it within minutes. My only real criticism would be the occasional communication challenges that can come with offshore support teams. In a global business environment, that’s simply part of modern customer service, and it’s a small tradeoff considering the outstanding level of technical support ACT! provides at its price point. Ultimately, any minor frustrations are heavily outweighed by the company’s value, responsiveness, and commitment to keeping clients operational.

Review Source

R

Reviewer  
President  
Used the software for: 3-5 years

### "Sales Success with the support of ACT"

April 24, 2026

5.0

I have been using ACT since it first came out in the 80's. It is essential in organizing my Sales Program which is to make contact calls- opening new potential contact (downloading lists), Target mailings, keep track of following up calls and prospect to close, Tracking and Reporting Sales.

Pros

How it compliments my structured sales approach in making and recording calls. It helps me to organize my day and keep focused on the selling activity

Cons

I would like to be able to sync the ACT Calendar with my Outlook Calendar. To better manage appointments.

Review Source

DE

David E.  
Marketing Lead  
Used the software for: 3-5 years

### "Act! CRM, a product that evolves to meet your needs"

April 27, 2026

5.0

Very positive and driven. Even though the in-depth customisation may slow things down from time-to-time, the robustness does give us the ability to fully customize the product that matches our needs.

Pros

It's UX and UI. Combine that with the peace of mind knowing our data is secure, and the amazing customer support whenever we have a question or the on-going training for using Act! and mobile access, we feel that those features alone elevate the value for money about our investment to manage our emails for our marketing and sales team.

Cons

At times, the in-depth customisation capabilities can feel a little clunky and slow, which can add to a loss of efficiency of human capital.

Review Source

R

Reviewer  
Director of Marketing  
Used the software for: Less than 1 year

### "Easy to Use and Customize"

April 27, 2026

4.0

Now it is great. We have it setup exactly as we want it and we are in touch with the Customer Success Team who has been fantastic.

Pros

Ease of use and customization. It was easy to setup exactly as we wanted it and its easy to use, it also has a great library of how to videos.

Cons

Customer service initially. We had some issues with the first line of customer service but then we were directed to the Customer Success Team and that has been great.

Review Source

R

Reviewer  
EVP  
Used the software for: 3-5 years

### "Long Time User"

April 22, 2026

4.0

Been using it for 30 years! Love it! The history function and like I said the calendar function are my favorites. I admittedly probably only use 5% of what it can do for me.

Pros

The calendar and scheduling function is my favorite feature. I have tried others and nothing compares.

Cons

Nobody I know in my industry is using it. No one. Which I find strange for Commercial Real Estate.

Review Source

BC

Brian C.  
Director  
Used the software for: 3-5 years

### "Top-notch Tech and Sales Support"

March 26, 2026

4.0

Our company has used ACT for decades, and we are transitioning to cloud and marketing services to ACT.

Pros

Tech support is top notch. Email marketing services has multiple options for campaigns, with templates, drag and drop, and WYSIWYG editor available. It is also easy to add new fields.

Cons

By tying our database to online forms, we increase the risk of bad info overwriting good data. We have to adjust our fields and online forms so that we are not overwriting necessary info.

Review Source

R

Reviewer  
Sales Representative  
Used the software for: 3-5 years

### "Great contact management software"

May 13, 2026

4.0

My overall experience with Act! is positive. When I have had to call support they have been very helpful.

Pros

The online version of ACT! is more user friendly than the desktop version. I didn't realize this while using the desktop version. I like the fact my information shows up on my mobile phone in real time and vise versa. I haven't found anything to give me the value of the product for the price.

Cons

I have had problems with Outlook and Act! syncing. I find that I have to do it manually. I have a hard time using Act! help. I have to go to ChatGBT when I have a question about how something is working or call support to get help.

Review Source

R

Reviewer  
Financial advisor  
Used the software for: 3-5 years

### "Reliable CRM for Managing Client Relationships"

May 5, 2026

4.0

Overall, Act! has been a reliable CRM for our brokerage. It helps us stay organized, track client interactions, and manage our sales pipeline efficiently. While it may not have the most modern interface, its functionality and flexibility make it a valuable tool for maintaining strong client relationships and supporting day-to-day operations.

Pros

Act! provides a strong, centralized platform for managing client relationships and tracking sales activity. The contact management features are especially helpful, allowing us to keep detailed records of client interactions, policies, and renewal timelines. The customization options are also a plus, making it adaptable to our workflow as a brokerage. Additionally, the email integration and marketing tools help streamline communication with clients and prospects.

Cons

The interface can feel a bit outdated compared to newer CRM platforms, and there is a learning curve when first getting started. Some features require additional setup or customization to be fully effective. Mobile access could also be improved for easier use on the go.

Review Source

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