# Act! Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Act! Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Act! Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/175860/Act --- # Act! Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 3, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Act! Act! Overview: ### Key takeaways Insights from verified Capterra reviews Act! Advantage is a full front-office CRM and marketing solution with new features and functionality that unite sales, marketing, and customer management in one intuitive, affordable platform to help small and midsize businesses stay organized, attract new customers, and build lasting client relationships. Act! Advantage introduces a range of integrated tools including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, and Online Surveys. These built-in capabilities reduce the need for third-party add-ons, offering a more streamlined experience. Act! is available in multiple formats to suit different business needs. Act! Advantage provides browser-based access with secure hosting and automatic updates, while Act! Premium Desktop offers an on-premises CRM option for organizations that prefer local control. In addition, Desktop Sync allows users to deploy a desktop client and sync data to the cloud for added flexibility. Both versions include core CRM features such as centralized contact and activity management, group organization, opportunity tracking, pipeline management, and robust reporting, but Act! Advantage also includes built-in email marketing, marketing automation, and a broader suite of front-office tools to support end-to-end customer engagement. ### Our verdict Act! is a good option for small teams that need structured contact management and daily scheduling without overcomplicating their workflows. While its interface may feel dated and updates can introduce friction, its customization options and mobile-first improvements make it a viable tool for businesses focused on long-term client relationships. Top alternative Featured Overall rating Based on 857 user reviews Reviews sentiment Positive 71% Neutral 13% Negative 16% Pros & cons Extensive customization options available Comprehensive customer tracking tools Persistent bugs and technical issues Frequent slowdowns and crashes Starting price $30 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... 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 (857) VS. [4.4 (18,768)](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 (855) Ease Of Use 4.0 (18,103) Value For Money 3.8 (660) Value For Money 4.0 (12,792) Customer Service 3.6 (755) Customer Service 4.1 (14,023) ## Act! alternatives While Act! supports detailed contact tracking and customizable workflows, teams prioritizing faster setup, modern interface design, or broader automation may want to explore CRM tools that better match their workflow needs. [4.5 (4,453)](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 (6,966)](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 (727)](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 (1,295)](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/) ## Who uses Act!? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Extensive customization options available 92% positive reviews out of 53 Most reviewers describe customization as highly flexible, letting us tailor fields, layouts, and processes to specific business needs. Victor L Owner, 2 - 10 employees. "I have also been able to customize the data fields to suit my company's needs." Persistent bugs and technical issues 74% negative reviews out of 174 Most reviewers describe bugs and issues as ongoing, with frequent errors, compatibility problems, and unresolved glitches 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 86% positive reviews out of 50 Most users report customer tracking enables us to log interactions, monitor histories, and easily access vital client information. Fernando P Administrative, 11 - 50 employees. "Act! helps me easily manage my contacts and track my interactions with them." Frequent slowdowns and crashes 85% negative reviews out of 55 Most users report performance and speed issues, including slow loading, system crashes, and resource-heavy operation, especially with large databases. Mia R Head of Marketing and Vendor Management, 51 - 200 employees. "Quite slow to assign a flag to contacts (especially when flagging 10,000+)" Efficient contact management system 82% positive reviews out of 38 Most reviewers indicate contact management centralizes information, organizes large databases, and simplifies reminders for follow-ups. Unreliable and slow phone support 64% negative reviews out of 45 Some users say phone support involves long wait times, repeated calls, and difficulty getting effective technical assistance. 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." ## Act!'s interface Act!’s interface centers around a structured contact database and customizable fields that support tailored workflows. Users highlight its logical layout and ease of navigation for daily tasks, though some mention dated visuals and inconsistent performance between desktop and cloud versions. 1+ Barkha Bali Content Writer Reviewers often rely on Act!’s calendar and diary tools to manage follow-ups and appointments, noting that the layout helps them stay organized across long sales cycles. While setup can feel complex at first, many users adapt quickly and use the interface to streamline repetitive tasks. Ease of Use 3.9 (855) 3.9 Based on 855 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Act!’s top-rated features simplify contact-heavy workflows. The ability to organize, search, and customize client data helps teams stay responsive and aligned—especially when managing long-term relationships or high-volume outreach. Features 3.9 (844) 3.9 Based on 844 reviews The Act! features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Contact database 4.3 (75) 75 reviewers rated this feature Supports storing and retrieving large volumes of contact details, with some users managing over 10,000 records. Reviewers highlight its logical structure, Excel import/export, and reporting tools as essential for daily operations. Contact management 4.1 (93) 93 reviewers rated this feature Centralizes client information and interaction history, enabling follow-ups and lead tracking. Customizable fields and a clear layout support tailored workflows and marketing efforts. Web and app access add flexibility. Search/filter 4.1 (28) 28 reviewers rated this feature Allows users to search across all fields and locate contacts or groups using specific keywords. Reviewers value the speed and precision of this feature, which helps avoid missed opportunities and improves contact handling. Task management 3.8 (41) 41 reviewers rated this feature Helps users schedule and track activities across timeframes. The calendar and diary tools support planning and follow-ups, making it easier to manage reminders and appointments within the CRM. Customizable fields 3.7 (29) 29 reviewers rated this feature Enables users to tailor fields to match evolving business needs. Reviewers say this flexibility improves analytics and workflow alignment, making it easier to adapt the system over time. Marketing automation 0 reviewers rated this feature Automates email campaigns, follow-ups, and customer journeys using behavior-based triggers. Users can segment contacts, personalize outreach, and monitor engagement metrics to refine messaging and improve conversion rates. Lead scoring and prioritized activity scheduling 0 reviewers rated this feature Ranks leads based on engagement and custom criteria, helping teams focus on high-value opportunities. The system automatically schedules follow-ups and tasks based on lead scores, reducing manual effort and improving sales velocity. Progressive profiling 0 reviewers rated this feature Gradually collects customer data over time through dynamic forms and interactions. This helps build richer profiles without overwhelming users, enabling more targeted communication and better segmentation. Online customer portal 0 reviewers rated this feature Provides customers with secure access to their data, documents, and support resources. Businesses can offer self-service options, track interactions, and reduce support load while maintaining transparency and control. QR code scanning 0 reviewers rated this feature Lets users scan business cards to auto-populate contact fields in seconds. This eliminates manual entry and speeds up lead capture, especially during events or field visits. Custom calendar start day 0 reviewers rated this feature Allows users to choose which day their week begins, aligning scheduling with personal or regional workflows. This flexibility supports better planning and time management. Mobile layout editor 0 reviewers rated this feature Enables admins to customize contact and company layouts directly within the mobile app. Fields can be rearranged or hidden to match team workflows. Marketing and communication hub 0 reviewers rated this feature Centralizes access to email templates, landing pages, surveys, SMS, and chat tools in one dashboard. This streamlines campaign setup and outreach. All key features (113) Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness 0% of 0 reviewers... Define levels of authorization for access to specific files or systems 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 92.31% of 26 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 33.33% of 3 reviewers that rated this feature as important or highly important Continuous profile-based stream of news and activity 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 75.00% of 8 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Schedule appointments via a calendar 80.00% of 5 reviewers that rated this feature as important or highly important Create and automatically send premade copy in response to customer messages 0.00% of 1 reviewers that rated this feature as important or highly important Software's ability to perform similar action on multiple similar files simultaneously 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 64.00% of 25 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 0.00% of 3 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 71.15% of 52 reviewers that rated this feature as important or highly important Track and interpret campaign performance metrics 0% of 0 reviewers... Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 0.00% of 5 reviewers that rated this feature as important or highly important Manage contact details and communication with clients 75.00% of 8 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 0.00% of 2 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view 0% of 0 reviewers... Supports storing and retrieving large volumes of contact details, with some users managing over 10,000 records. Reviewers highlight its logical structure, Excel import/export, and reporting tools as essential for daily operations. 75 reviewers rated this feature Centralizes client information and interaction history, enabling follow-ups and lead tracking. Customizable fields and a clear layout support tailored workflows and marketing efforts. Web and app access add flexibility. 93 reviewers rated this feature Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 75.00% of 40 reviewers that rated this feature as important or highly important Allows users to choose which day their week begins, aligning scheduling with personal or regional workflows. This flexibility supports better planning and time management. 0 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 57.89% of 19 reviewers that rated this feature as important or highly important A website or login for customers to access information 0% of 0 reviewers... Process of dividing customers into groups based on common characteristics 0% of 0 reviewers... Add customized logos and colors to align with company branding 0% of 0 reviewers... Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) 0% of 0 reviewers... Enables users to tailor fields to match evolving business needs. Reviewers say this flexibility improves analytics and workflow alignment, making it easier to adapt the system over time. 29 reviewers rated this feature Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 100.00% of 4 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0.00% of 1 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Import and export data to and from software applications 77.42% of 31 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 92.31% of 26 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 0% of 0 reviewers... Store and organize documents in a centralized system 60.00% of 30 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Send automated marketing emails based on user actions over a predetermined period 0% of 0 reviewers... Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience 0% of 0 reviewers... Digitally sign online documents 50.00% of 2 reviewers that rated this feature as important or highly important It helps you streamline email communication by syncing with Outlook and saving email history. Some reviewers find built-in templates and email merge valuable for productivity, while others mention the dashboard feels outdated compared to other platforms. Users appreciate integrated marketing automation. 65.45% of 55 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 78.72% of 47 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 0% of 0 reviewers... Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 57.14% of 7 reviewers that rated this feature as important or highly important Predefined actions automatically performed on the occurance of specific events 85.71% of 7 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more 0% of 0 reviewers... Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Designed for small businesses 50.00% of 2 reviewers that rated this feature as important or highly important Primarily serving startup companies 0% of 0 reviewers... Form predictions based on past and present data/trends 66.67% of 3 reviewers that rated this feature as important or highly important Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 74.60% of 63 reviewers that rated this feature as important or highly important Visualization tool to organize and optimize tasks and track their status at every stage of workflow 0% of 0 reviewers... Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity 0% of 0 reviewers... Create landing pages or online forms designed to capture new leads and prospects 100.00% of 2 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers 73.08% of 26 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 150.00% of 2 reviewers that rated this feature as important or highly important You get tools to categorize, prioritize, and track leads throughout the sales cycle. Reviewers appreciate easy lead ranking, reminders, and proactive follow-up scheduling. Some users report that duplicating work in the opportunities section is a drawback, but most value staying organized and up-to-date. 75.95% of 79 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 30.00% of 10 reviewers that rated this feature as important or highly important Score a lead based on quality or likelihood to buy/convert based on predetermined criteria 0% of 0 reviewers... Ranks leads based on engagement and custom criteria, helping teams focus on high-value opportunities. The system automatically schedules follow-ups and tasks based on lead scores, reducing manual effort and improving sales velocity. 0 reviewers rated this feature Centralizes access to email templates, landing pages, surveys, SMS, and chat tools in one dashboard. This streamlines campaign setup and outreach. 0 reviewers rated this feature Automates email campaigns, follow-ups, and customer journeys using behavior-based triggers. Users can segment contacts, personalize outreach, and monitor engagement metrics to refine messaging and improve conversion rates. 0 reviewers rated this feature See past and upcoming campaigns and communications in a calendar view 0% of 0 reviewers... Access software remotely via mobile devices 62.96% of 27 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Enables admins to customize contact and company layouts directly within the mobile app. Fields can be rearranged or hidden to match team workflows. 0 reviewers rated this feature Manage multiple campaigns in one system 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 25.00% of 4 reviewers that rated this feature as important or highly important Coordinate marketing efforts across channels (email, landing pages, social media, etc.) 0% of 0 reviewers... Create many versions of emails, forms, or actions and gauge which is most effective 0% of 0 reviewers... Provides customers with secure access to their data, documents, and support resources. Businesses can offer self-service options, track interactions, and reduce support load while maintaining transparency and control. 0 reviewers rated this feature Track all opportunities for potential sales and convert them into recurring revenue 150.00% of 2 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0.00% of 2 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 83.33% of 6 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0.00% of 1 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Gradually collects customer data over time through dynamic forms and interactions. This helps build richer profiles without overwhelming users, enabling more targeted communication and better segmentation. 0 reviewers rated this feature Tools designed to streamline the process of lead generation and management for sales teams 50.00% of 2 reviewers that rated this feature as important or highly important Lets users scan business cards to auto-populate contact fields in seconds. This eliminates manual entry and speeds up lead capture, especially during events or field visits. 0 reviewers rated this feature Generate quotes or estimates for customers 0.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time 0% of 0 reviewers... Log and store the source of contacts/leads 50.00% of 2 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 100.00% of 1 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 64.00% of 25 reviewers that rated this feature as important or highly important Monitor conversion rates and analyze effectiveness and profitability of marketing efforts 100.00% of 1 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 0% of 0 reviewers... Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) 0.00% of 1 reviewers that rated this feature as important or highly important Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0.00% of 1 reviewers that rated this feature as important or highly important This aspect lets you monitor sales stages, forecast revenue, and track opportunities. Reviewers appreciate easy reporting, reminders, and multi-user forecasting. Some users say it helps identify strengths and weaknesses, though a few mention limited use due to small sales cycles. 76.79% of 56 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 100.00% of 1 reviewers that rated this feature as important or highly important Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. 0% of 0 reviewers... Allows users to search across all fields and locate contacts or groups using specific keywords. Reviewers value the speed and precision of this feature, which helps avoid missed opportunities and improves contact handling. 28 reviewers rated this feature Group leads or contacts based on their specific characteristics 60.00% of 5 reviewers that rated this feature as important or highly important Share contacts with other applications like Gmail and CRM 80.00% of 5 reviewers that rated this feature as important or highly important Send promotional campaigns or transactional messages via text messages 0% of 0 reviewers... Manage campaigns and track engagement for marketing efforts across social media channels 0.00% of 1 reviewers that rated this feature as important or highly important Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 12.50% of 8 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 74.42% of 43 reviewers that rated this feature as important or highly important Helps users schedule and track activities across timeframes. The calendar and diary tools support planning and follow-ups, making it easier to manage reminders and appointments within the CRM. 41 reviewers rated this feature Create, save, and re-purpose templates for emails, forms, etc. 0% of 0 reviewers... Organize customer data and accounts by user or geography 12.50% of 8 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 83.33% of 6 reviewers that rated this feature as important or highly important Interact with data visualization elements, such as charts and graphs, to drill down into data 0% of 0 reviewers... SaaS, web-based, online deployment 0% of 0 reviewers... Monitor activity of individuals who visit your website using cookies 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 76.47% of 17 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Act!’s top-rated features simplify contact-heavy workflows. The ability to organize, search, and customize client data helps teams stay responsive and aligned—especially when managing long-term relationships or high-volume outreach. Features 3.9 (844) 3.9 Based on 844 reviews ## Pricing Value for money 3.8 (660) Act! starts at $30 per user, per month, billed annually, which is well below the average SMB CRM budget of $74. Pricing scales by tier, with advanced features available at $45 and $60 per user, per month. No seat minimums are listed, making it flexible for small teams. 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 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 3.8 (660) 3.8 Based on 660 reviews ## Integrations Popular integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](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 (755) 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 (755) 3.6 Based on 755 reviews ## User reviews Overall rating 3.9 Based on 857 reviews Filter by rating 5(357) 4(240) 3(109) 2(64) 1(87) Mentioned topic Sorted by most recent SM Sydni M. Operations Specialist Security and Investigations ### "Great Web! 10/10" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 April 6, 2026 My experience with Act! has been good so far. I've entered in about 500 contacts so far and I love how easy it is to do all of that! Pros It's a good use for campaigning and being able to have everyone's information in one place. It's easy to search and look exactly what you're looking for. Cons Some things feel a little outdated but not all. There're some things that definitely be changed, but not too worried about it. Overall good web to use. 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 April 10, 2026 Thank you so much for the 10/10! We love hearing it! We're thrilled Act! is making it easy to manage your campaigns and keep all your contacts organized in one place. 500 contacts in and going strong, that's fantastic! We appreciate your honest feedback about some areas feeling a bit dated, and we want you to know that continuous improvement is something we take seriously. Thank you for being part of the Act! family! CB CRAIG B. owner Financial Services ### "LONG TERM USER OF ACT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 April 4, 2026 Nothing special to talk about I've given multiple suggestions and never heard back about feedback that I've given to him i've been using ac for almost 30 years Pros Ease of use To be able to modify it for my needs and to print labels and easy to use for searches On the desktop version I can print labels but I cannot on the web version Cons On the desktop version I can print labels but I cannot on the web version i've given feedback multiple times and never heard back about it or any formal discussions about it 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 April 13, 2026 Thank you so much for your loyalty over nearly 30 years, that truly means a lot to us! We're glad Act! continues to serve your needs for label printing, searches, and customization on Act! Premium Desktop. We also want to share that custom label printing is available in the cloud version, and we'd love the opportunity to show you how it works if you're open to giving it another try. We sincerely apologize that your previous feedback didn't receive the follow-up it deserved. That's not the experience we want for our customers. Please reach out to us directly at 866-873-2006, and we'll make sure you're taken care of personally. JM James M. REALTOR Real Estate ### "Act's New Enhancements" 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 8/10 April 2, 2026 Act is customizable like many of the other CRM Tools on the market. Customization must come with details learning tools so we as customer's can see how these differences will enhance our businesses. Pros The pro I like the most about Act is the customer tables, however I am still learning how to effectively design and use these tables. Cons Support at Act is a challenge as the organization is looking to better support as some of the new products are not managed well when they are out for the Act client support. With my new business Real Estate it would be more prudent in having the ability of managing contacts to properties and properties to contacts. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I liked the way ACT contains contact information and the design of the forms which I believe is more effective. 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 April 6, 2026 Thank you for taking the time to share your experience with Act!! We're glad to hear that Customer Industry Tables and contact management design have been valuable to you as you grow your real estate business. And we value your feedback about support and training, and are sorry to hear that you experienced a lack of resources. We'd love to connect with you directly to ensure you're getting the most out of Act! for managing your contacts and properties. Please don't hesitate to reach out to us at 866-873-2006. BG Bev G. Director Apparel & Fashion ### "Love Act and wouldn't be without it" 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 10/10 April 1, 2026 I'm so glad we found Act again. It makes tracking the progress of enquiries and 'finding' people who wear more than hat very easy. Pros I had used Act many years ago and loved it. When it came to us needing CRM, we had tried a couple of free ones that, for us, just didn't work. Act is as good as I remembered it being. We don't currently use it to it's full potential but are loving the way we can customise it to suit our business. We have chosen to pay for the extended tech support and they really are amazing, talking us to support our learning. Cons I'm not sure there is anything negative I can say about Act, however, the one thing that 'bugs' me is the way it records emails multiple times if there has been more than one addressee. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Lack of tech support with Hubspot, good UK tech support with Act 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 April 7, 2026 Welcome back to Act!, Bev! We're so glad the experience has lived up to your memories, and it's wonderful to hear you're already making it your own with customizations that fit your business. Your kind words about our UK tech support team will mean a lot to them; it's exactly the kind of partnership we aim for. We look forward to growing with you! MS Marion S. SOLE TRADER Entertainment ### "Excellent service" 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 7/10 March 27, 2026 Excellent service when need help with moving to new computer with the database . Pros Have been in touch with the team a few times when changing to a new computer. All the staff are brilliant and offer a superb service for any problems. M. Shennan Glasgow Cons There was not anything I did not like. . 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 April 3, 2026 We're thrilled to hear that you reached out to our customer service team when you needed help moving your data. We love helping our customers and really appreciate your review! MF Myles F. Applications Engineer Mechanical or Industrial Engineering ### "ACT is the best solution for small business for your Customer Database Management" 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 7/10 March 24, 2026 I had to make some major changes (users and setup), and my Customer Service Rep was fantastic. Once he started, we got everything resolved pretty quick. Pros Unlike Salesforce that becomes a monster that you have to "feed" and becomes the purpose, ACT is a Great Tool! Cons Customer Service is great when you get them on the phone, but sometimes it can take a few days. Everything is resolved. 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 March 27, 2026 Thank you so much for this review, and for the Salesforce comparison, which gave us a great smile! You've captured exactly what we strive for: a CRM that works for you, not the other way around. And, we're thrilled to hear that Customer Service was helpful when you needed to make those major changes. We'll be sure to pass along your kind words as it's always great to hear when our team makes a real difference. Last, we appreciate your honest feedback on response times, too. It's something we take seriously, and we're always working to improve. Thank you for being an Act! customer. We look forward to continuing to support you! BC Brian C. Director Research ### "Top-notch Tech and Sales Support" 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 8/10 March 24, 2026 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. Alternatives considered [Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/) Reasons for choosing Act! ACT has better support and more targeted applications for what we need. 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 March 27, 2026 Decades with Act! - That kind of long-term trust is extraordinary! We're thrilled you're continuing that journey as you transition to the cloud and our marketing services. And we're glad to hear our Tech Support team has been delivering for you, and that the email marketing tools, from campaign templates to the drag-and-drop and WYSIWYG editors, are meeting your needs. It's also great to know that after considering Salesforce Marketing Cloud, you found Act! to be the better fit for your support needs and targeted use case. Thank you for being a longtime Act! customer and for this review. It means a lot to us. JW Janet W. President Public Relations and Communications ### "Love My ACT!" 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 March 18, 2026 I have been using ACT! for 30 years and I will never switch to another CRM. I started with version 3.0 on the desktop and now use the version 26 in the cloud. Overall, the tech support to excellent and extremely reasonably priced. I now work remotely for a business 1,500 miles away and send them daily reports on my activities. I really appreciate the ease of creating Excel files from ACT! lookups; this used to be very cumbersome but now it's just a matter of clicking an icon. Great! Pros ACT! is the most powerful, versatile and convenient business building tool I have ever found. What I like best is the fact that I can find ANYTHING in my database in seconds - before someone finishes telling their name when they call, I have found their record and scanned the notes. It's awesome. Cons There's nothing I don't like about ACT! but as an independent contractor, there are features in ACT! I have no use for, like marketing automation and reporting. And I still don't know what the Timeline is for. 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 March 20, 2026 Thank you for the incredible feedback, and for 30 years with Act! That kind of loyalty means a lot. It’s great to hear how quickly you’re able to access contact details and keep things moving efficiently, especially in a remote role. We also appreciate your candid input on some of the features as it helps us to continue to improve. Thanks again for your support! DK David K. Territory manager Food Production ### "A reliable platform for sales." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 13, 2026 I have been using it for years and find it an indispensable tool for sales. I have used other sales CRMs such as SAP and PRONTO and find ACT far superior. Pros ACT is very easy to learn and use. It is a reliable and stable platform. It is the first program that I open everyday. Cons My understanding it is not meant for storing videos and photos. If I am not correct, please enlighten me. 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 March 20, 2026 Thank you for the thoughtful review and for making Act! part of your daily workflow, we don’t take that lightly. It’s great to hear that you find the platform easy to use, reliable, and a strong fit for your sales process, especially compared to other systems you’ve used. On your question about storing videos and photos: you’re right that Act! isn’t designed to function as a primary media storage system. However, you can absolutely attach and link to files (including images and videos) within contacts and records, or store them externally and link back for easy access. We appreciate your continued support and feedback, as it helps us keep improving. AU Anonymous User Regional Sales Manager Aviation & Aerospace ### "ACT! crm review" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 March 10, 2026 Not the best but it wasn't the worst. I wouldn't recommend as we have switched CRM's recently and happy with the switch. Pros Not a bad CRM system, reliable and was being used by my company for over a decade. Stored lots of data. Cons Slow operating and outdated, needs to be updated to join the 21st century. Very clunky at times and would freeze up. 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 March 12, 2026 We appreciate your feedback and are sorry to hear that you experienced issues. It sounds like you were using an older version of Act!. While we understand that you've moved to another system, please reach out if you want to give Act! Advantage, our cloud solution, a try. We wish you the very best in your future endeavors! [View all Reviews](https://www.capterra.com/p/175860/Act/reviews/) ## FAQs Yes. Act! offers a 14-day free trial of its Expert tier, which includes access to all core CRM features, marketing tools, and integrations. No credit card is required to start the trial. Yes. Act! offers a mobile app for iOS and Android that supports contact management, scheduling, and SMS messaging. The mobile layout editor allows customization of views for on-the-go workflows. Support is available via live chat, ticket submission, and phone. Users also have access to a self-service portal with guides, videos, and troubleshooting resources. Enhanced support is available on higher tiers. Yes. Act! includes customizable dashboards and reporting tools that allow users to filter data and export reports. These features help track performance and manage customer relationships effectively. Yes. Act! conducts regular SOC2 audits and offers secure cloud hosting with nightly backups. Privacy and data protection are emphasized across all tiers. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Act!’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [5 Key Customer Service Software Features With Top Products That Offer Them](https://www.capterra.com/resources/key-customer-service-software-features/) Published June 18, 2024 by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/) ### [Retail Strategist Reveals How Technology Can Deliver Personalized And Frictionless Experiences](https://www.capterra.com/resources/retail-technology-to-enhance-customer-experience/) Published February 7, 2024 by [Liza Amlani](https://www.capterra.com/resources/author/liza-amlani/) and [Capterra](https://www.capterra.com/resources/author/capterra/) ### [Are You Sabotaging Your Online Sales? A Customer Experience Pro's Do's and Don'ts](https://www.capterra.com/resources/customer-experience-strategy/) Published June 24, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Blake Morgan](https://www.capterra.com/resources/author/blake-morgan-guest-contributor/) Popular comparisons [Salesforce Sales Cloud vs Act!](https://www.capterra.com/compare/61368-175860/Salesforce-vs-Act)[HubSpot CRM vs Act!](https://www.capterra.com/compare/152373-175860/HubSpot-CRM-vs-Act)[Zoho CRM vs Act!](https://www.capterra.com/compare/155928-175860/Zoho-CRM-vs-Act)[Bigin by Zoho CRM vs Act!](https://www.capterra.com/compare/175860-204998/Act-vs-Bigin-by-Zoho-CRM)[Dynamics 365 vs Act!](https://www.capterra.com/compare/157279-175860/Dynamics-365-vs-Act)[EngageBay CRM vs Act!](https://www.capterra.com/compare/175860-178819/Act-vs-EngageBay-Marketing)[eWay-CRM vs Act!](https://www.capterra.com/compare/152769-175860/eWay-CRM-vs-Act)[Kylas Sales CRM vs Act!](https://www.capterra.com/compare/175860-210630/Act-vs-Kylas)[Odoo vs Act!](https://www.capterra.com/compare/135618-175860/Odoo-vs-Act)[Pipedrive vs Act!](https://www.capterra.com/compare/132666-175860/Pipedrive-vs-Act) [ActiveCampaign vs Act!](https://www.capterra.com/compare/79367-175860/ActiveCampaign-vs-Act)[Ploomes CRM vs Act!](https://www.capterra.com/compare/175860-207290/Act-vs-Ploomes)[Nutshell vs Act!](https://www.capterra.com/compare/144340-175860/Nutshell-vs-Act)[Bitrix24 vs Act!](https://www.capterra.com/compare/113540-175860/Bitrix24-vs-Act)[Brevo vs Act!](https://www.capterra.com/compare/132996-175860/brevo-vs-Act)[Claritysoft CRM vs Act!](https://www.capterra.com/compare/123868-175860/Claritysoft-CRM-vs-Act)[Mailchimp vs Act!](https://www.capterra.com/compare/110228-175860/MailChimp-vs-Act)[Meritto vs Act!](https://www.capterra.com/compare/175860-250169/Act-vs-Comprehensive-Admission-Suite)[OpenCRM vs Act!](https://www.capterra.com/compare/129881-175860/OpenCRM-vs-Act)[Insightly vs Act!](https://www.capterra.com/compare/130671-175860/Insightly-vs-Act)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)