# Page 9 | Act! Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 9 - Is Act! the right CRM solution for you? Explore 853 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/175860/Act/reviews

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Act!

3.9 (853)

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Last updated March 19th, 2026

# Page 9 - Reviews of Act!

## Showing most helpful reviews

Showing 201-225 of 853 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

TB

Tamar B.  
Clinical Quality Assurance Specialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "ACT as a Company Directory and Internal Records Source"

April 12, 2022

2.0

Pros

ACT is limited in what you are able to accomplish which could be a good thing. The limit in feature availability makes it more seamless to use the features that are at the forefront of the application. The bare minimum is that I can access employee and client records and I can't complain on that front since ACT does provide those details.

Cons

On the flip side, the limited features and functionality makes it difficult to access any advanced features. The site glitches make the application quite cumbersome. Also, different company entities require entirely new logins which is an issue I never anticipated. If the option to log in to multiple sites within the same company were to become available, I'd be far more likely to recommend this to new prospective clients. The glitches only serve to make this transition more clumsy.

Reason for choosing Act!

No other options were suggested at the time of purchase.

Review Source

KM

Kevin M.  
Owner  
Human Resources  
Used the software for: 2+ years

### "Outstanding "

April 3, 2024

4.0

Pros

For years act has been a very simple program and very easy to customize to my business needs. Tech support is always great

Cons

Limited search ability and internet interaction

Review Source

Response from Act!

April 12, 2024

Kevin, Thank you for your review! It's great to hear that you're leveraging Act!'s customizability to meet your business's needs and that our tech support team has been helpful. We love it!

Peter B.  
  
  
Used the software for: 2+ years

### "ACT! has served us well for more than twelve years."

February 27, 2017

4.0

Pros

ACT! is my client record system of choice. We've been using ACT! for at least twelve years. I find it is an easy way to track client details and history. Data entry is simple. I particularly like the fast Search function. Keyboard shortcuts make the application even easier to use. I have tested other CRMs. ACT! has always ranked top of the list for me. ACT!'s annual updates have always improved the product. Customer support has improved year by year too.

Cons

The Outlook interface is good but the synchronising facility could be better. Sometimes we experience hang-ups when synchronising selected lists between ACT! and Outlook.

Review Source

HO

Hugh O.  
Managing Director  
Information Technology and Services  
Used the software for: 2+ years

### "Very helpful team"

March 19, 2024

5.0

Pros

Luke helped me throughout the process, offering rapid replies & answering any queries. I felt he went above and beyond by creating videos himself to show me how to use certain features around ACT that I was not sure on.

Cons

It can sometimes be slow to load up ACT when first opening.

Review Source

Response from Act!

March 22, 2024

Thank you, Hugh, for taking the time to let us know that you appreciated Luke's assistance. We have a great team that loves providing help and support to our customers and we are happy to hear that you valued the experience and got a quick resolution and answers to your feature questions.

Perry G.  
Owner  
Computer Software  
Used the software for: 2+ years

### "Excellent Software! I run my entire business on ACT!"

August 21, 2018

5.0

My Experience with ACT has been great. I have spoken to support on occasion and they are very knowledgeable and supportive, and have always resolved any issues or questions I have. The one great feature of ACT is that it is on my laptop. So if I travel or the internet is down, I can still function - not so with SF.

Pros

It is very simple to use and yet very powerful. It provides me with Notes and Histories and as many fields as I need to put in data about my customers and vendors. It is linked to my phone as well as my admins data. I really cannot see running my business without ACT.

Cons

really nothing to complain about. they do updates and patches to fix any issues I have ever encountered

Review Source

SF

Scott F.  
Director of IT  
Computer Software  
Used the software for: 2+ years

### "Solid and Reliable CRM Product"

August 9, 2019

4.0

I've used ACT! in one form or another for over 15 years now, between several different companies, starting from when they were owned by Sage. ACT! has always been a solid, well-designed and well-performing product that puts managing customer's contact information, records and sales first and foremost. While some platforms have broadened their reach, ACT! has always stayed true to what they do well, which is manage clients and sales opportunities, which is what really makes sales.

Pros

ACT has been around for a long time, as has Swiftpage who aquired them. The software itself has continued to evolve and improve, but hasn't lost the overall feel it has always had. What I like the most is that they have cloud AND desktop platforms for those that might not need cloud services. They also have a large number of plans available, are affordable, and there are a good number of independent technicians out there that can help you with your data, and design third party add-ons too.

Cons

The recent change that does not let owners of much older versions of the software activate what they already own has me concerned.

Review Source

Thomas S.  
  
  
Used the software for: 2+ years

### "Contact info mainstay"

June 26, 2017

4.0

Pros

With only minor exceptions, Act! has presented and behaved in the same way for years. Given that I have relied heavily on Act since about 1992, that is some track record, especially for software. In my experience it is; Extremely powerful Very user friendly (minimises costs of staff training, increases productivity and compliance) Very reliable Essential

Cons

It can be resource hungry so good networks and reasonable computing power needed There can occasionally be niggles with the MS Outlook interface (though how much this is to do with Microsoft fiddling with interface parameters etc I can't say)

Review Source

DR

Daniel R.  
Owner  
Printing  
Used the software for: 2+ years

### "Very good Sales software"

February 14, 2024

5.0

Very good, we use it daily and it really helps us do our job of sales and shipping.

Pros

I have been using ACT for 20+ years and like it.

Cons

When it went into the cloud, pros and cons. pros were backup, ease of accessibility, but cons are we get booted off several times a day and need to sign back on.

Review Source

Response from Act!

February 16, 2024

We love our longtime, loyal customers and appreciate you taking the time to leave this review, Daniel, and let us know that Act! is helping your sales and shipping efforts!

VR

Verified Reviewer  
Freelance Writer  
Writing and Editing  
Used the software for: Less than 6 months

### "Act! - The marketing automation wizard"

April 8, 2019

5.0

Pros

I have been using Act! for a short time (less than 6 months) but already appreciate it so much more than other similar programs. From targeted lists and unique triggers for automated responses, Act! has been a powerhouse for driving our customer engagement. I think that what I appreciate the most about Act! is the prospect identification feature. By targeting specific buyers, it alerts me to others who may have similar metrics as these buyers thereby increasing my marketing campaigns' reach.

Cons

I think that Act! is only missing a few features. Namely, a better phone-based system. I think it's great as far as being behind a computer, and can understand that some of the computer based features are missing, but if they placed more attention on their phone-based CRM going forward with future updates, that would solidify this program as a powerhouse CRM for me.

Review Source

Response from Act!

April 17, 2019

Hello! Thank you for writing such a positive review - I am happy to hear that you are loving Act! Marketing Automation. I wanted to reach out to you to see if yo would be interested in participating in our Act! Customer Success Story program. We are especially interested in hearing how Act! and Act! Marketing Automation have positively impacted your business. If this is something you might be interested in, please email me at mbowers@swiftpage.com to discuss next steps. Thank you!

JK

Jan K.  
President  
Management Consulting  
Used the software for: 2+ years

### "Act! helps build relationships"

July 29, 2021

5.0

Very good experience for past 20 years

Pros

I have a record of contacts and contacts I have had, plus a link to documents relating to the customer

Cons

The con is actually a plus for many as it has many features I do not need or use, so I pay a little more, but Act! is vital to our business.

Review Source

BM

Bud M.  
President  
Financial Services  
Used the software for: 2+ years

### "22 year plus customer Sage / Act"

April 16, 2017

3.0

Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

Pros

I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

Cons

Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

Review Source

GM

George M.  
Network Engineer  
Law Practice  
Used the software for: 2+ years

### "Software continues to break"

March 15, 2019

1.0

Every time I call Act! Support I feel like the techs are just trying to get off the phone after they realize they are in over their heads. Each time I call they try to blame it on Microsoft Office and we have to do a repair, next they default to uninstalling Act! and reinstalling it. It is not really tech support if we keep putting a bandaid on the issue rather than addressing the root cause of the issue. This software is on a Terminal server meaning that each time this breaks for 1 user it impacts every user at this company, because each user has to logout and stop working. These issues not being addressed may cause this customer to stop doing business with our company and your company is certainty going to loose them as a customer as well.

Pros

It is in bad taste that you will not allow this box to be left blank and are trying to force users to say something nice about your software. Every time I come in contact with your software it is because it is broken.(N/A)

Cons

The Act! / Microsoft Office integration needs some work. It keeps breaking and we have to troubleshoot this issue with our customer on a weekly bases.

Review Source

RJ

Randy J.  
owner  
Construction  
Used the software for: 1-2 years

### "You wont be disappointed"

February 29, 2024

4.0

Great program, it has made my business run much smoother and more efficiently. I would highly recommend,.

Pros

I found it extremely flexible in its customization to my industry. Many competitors lack the flexibility in personalizing the experience

Cons

Sometimes customization can be a little involved, however i believe it boils down to proper planning before trying to customize and the process becomes easy

Review Source

Response from Act!

March 19, 2024

We are thrilled to hear that Act! is helping your business run smoother and more efficiently, Randy. We appreciate the review!

Chris P.  
EDI Consultant  
Computer Software  
Used the software for: 2+ years

### "1st CRM Software I became familiar with, still pretty solid."

July 23, 2019

4.0

Used it as the Sales Team in a MIcrosoft Consulting company to keep in touch with our prospects / leads.

Pros

Very intuitive, and worked quickly. Unlike some other Cloud or Microsoft CRM solutions, there were no 'load times' when you switched to a different customer or different activity. It was highly customizable, and the import/export processes were intuitive and worked flawlessly.

Cons

Seemed harder to add new minor features we would like... However, we last used the software 2 years ago so it might not have been the most current version. Interface was cometically so so but worked well.

Review Source

Nathan J.  
Product Technician  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Small Business' should use ACT! for organizational needs."

April 13, 2020

3.0

As long as you are not trying to overload the system creating multiple profiles for many companies, this product works great for smaller companies trying to get their foot in the door for a cross connection software with sales, help desk for technical team, and financial support all in one.

Pros

You can input any information and update it and the information can be seen by anyone in the organization. Makes communication between teams very simple and quick.

Cons

I am not a fan of the way they use multiple contacts past two for a business. If there are a list of people to communicate with each profile has up to two contacts, with more than two a new profile for the company has to be created, creating multiple profiles for each company which can cause confusion for other sections of the company, including processing payments and sending to the wrong contact at the other end or returning a product to the wrong section of said business.

Review Source

CM

Claire M.  
Sales Director  
Automotive  
Used the software for: I used a free trial

### "Happy It’s Set Up With Ease"

January 25, 2024

5.0

My experience with Act so far with \[sensitive content hidden\] is excellent customer service. Very helpful. Always available. Very patient.

Pros

I’ve used the old Act system for over 12years at a company which is closing. We’re setting up a new company so moving to the current Act system was very familiar. I’ve had the best service & support from \[sensitive content hidden\] to get all set up and running with ease.

Cons

Nothing springs to mind as we’re not using it to it’s full capacity yet.

Review Source

Response from Act!

January 29, 2024

We are thrilled to hear that you have had a smooth setup of Act! in your new business and that you found our team helpful during your transition. We wish you the very best in your future endeavors, Claire!

EH

Ed H.  
President CEO  
Education Management  
Used the software for: 1-2 years

### "Feedback on Act"

March 15, 2024

5.0

Pros

Excellent Customer Service and Technical support

Cons

finance department Not responsive when there was a billing issue. However the Customer Service Representative was excellent and helped me resolve the issue to get back up and running. She was very customer-focused and thought out of the box to create a solution.

Review Source

Response from Act!

March 19, 2024

Ed, it's great to hear that our customer service and technical support teams were able to assist you and get you back up and running. Your review means a lot to us! Thank you for taking the time to leave it!

VR

Verified Reviewer  
ICT Manager  
Music  
Used the software for: 2+ years

### "Simple, streamlined CRM to help you keep on track of your leads"

April 16, 2018

4.0

Happy users, efficient and easy access to customer/lead data

Pros

This is very easy to use, simple yet powerful CRM. End users are very happy with the functionality and has been much easier for management to get staff engaged vs similar products we've tried in the past. The UI is clean and simple, data entry is fast and the inbuilt reports are intuitive.

Cons

From an IT administration standpoint, can be a little clunky deploying on multiple machines. Having said that, once installed it's pretty much maintenance free and requires very little hand holding.

Review Source

VR

Verified Reviewer  
Intern  
Publishing  
Used the software for: 1-2 years

### "Act now! Get Act!"

December 10, 2018

4.0

Almost entirely flawless, Act! Premium is a sound investment that is a must for any business that works with large groups of clients. The organization Act! provides makes life so much easier.

Pros

The company I worked at previously used Act! to maintain data on all of our clients. It keeps track of everything, from names and emails to previous communications and future prospects (as you record them). It's so much easier than creating and maintaining paper records, which can easily become lost. With its syncing capabilities, Act! can be accessed from any of your computers, which came in handy during the odd weekend work emergency came up.

Cons

The 4 GB cloud limit on Act! Premium was less than I would have liked, but we dealt with it.

Review Source

VR

Verified Reviewer  
Newfoundland & Labrador Sales Manager  
Financial Services  
Used the software for: 2+ years

### "Portable and Convenient access to your contacts!"

August 27, 2018

4.0

Allows me to track customer interactions immediately upon leaving their office while the conversation is fresh in my mind! Reduces the amount of paper and any problems associated with lost paper notes.

Pros

The fact that I can check my customer notes from anywhere I have internet access is great. You can be called to a last minute meeting and have all your customer notes at your fingertips before walking in to their office. The ability to dictate notes using your phone or tablet is also great.

Cons

Occasionally glitches out when moving between contacts and agenda items.

Review Source

CH

Cindy H.  
Marketing Manager  
Medical Practice  
Used the software for: 2+ years

### "Act! A CRM ahead of its time."

September 8, 2022

5.0

I've had a positive experience with Act!

Pros

Act! has been around for over 20 years. It is a CRM ahead of its time. Act! makes marketing initiatives a zinch! News letters and email campaigning is very easy with Act! The Client birthday reminder system is a great customer service tactic for retention. Act! was very analogy back 20 years ago but now it has flourished into an advanced CRM with lead funnels and more.

Cons

My experience with Act! was very positive. There was a bit of delay in the beginning with customer service but that improved over time.

Review Source

Response from Act!

September 20, 2022

Thank you, Cindy! We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. Thanks for sharing and continued success to you!

VR

Verified Reviewer  
President  
  
Used the software for: 1-2 years

### "I have used ACT! Vs 18 for a little over a year for a client. I will say it has its ups and downs"

June 23, 2018

3.0

It does allow you set appointments and manage client information. But, it is very time consuming and you have to do a lot of steps to get what you are wanting out of it.

Pros

This software doesn't require a monthly charge (if you have the desktop version) It allows you to create customized reports and input more information then you possibly could need.

Cons

This software has several Cons, One of the biggest is that its not user friendly so much. it takes you a long time to figure out how to use functions. I had trouble when I fist started using it. Also, when I wanted up upload excel spreadsheets of client info into the CRM. I had to buy an "Add On" which I think should of been something included in the program.

Review Source

SB

Susan B.  
Owner  
Food & Beverages  
Used the software for: 2+ years

### "Poor Customer Service"

January 15, 2020

3.0

Pros

The only reason I use this software is that I have used it for 25+ years, too embedded to change

Cons

The Company, the Pricing and mostly the Customer Service. How crazy is I have to pay extra to speak to someone in the US that speaks English. Appalling. The response time is poor. I requested a password change via email as it is set up to do because it would not take mine; never got the reset password email. I called the sales number thinking they would at least ANSWER the phone. He told me there was an issue with the reset email and customer service (which I pay an extra $480.00 a year for) can help... on hold too long, left a message for a call back.... waiting..... Years ago ACT was amazing, since the transitions it has become progressively worse. The Product itself is good, the sales people are nice. That is it. I do wish I had the time to research options and change, perhaps in 2021.

Review Source

DR

Denise R.  
Owner  
Publishing  
Used the software for: 2+ years

### "VERY DISSATISFIED!"

January 6, 2020

1.0

Upgrade were not announced, and the proposed changes not described. Initial bugs wouldn't even allow it to load! There are still bugs with things as basic as the notes section that ACT has been unwilling to address least of all fix!

Pros

Initially I wanted to use the program because I had used it a decade ago and found it easy to use and customize. It has changed and I ended up having to hire a consultant for everything.

Cons

As mentioned, I have worked with ACT off and on for two decades. Their most recent "upgrade" has been filled with bugs and a lack desire to fix them. My consultants have been inundated with complaints they have passed on to ACT with no response. Plus, they lack basic integration with excel or outlook. What!? Contact management programs are a competitive software. ACT is both more expensive than most, not user friendly and lacking in function and basic customer service.

Reason for choosing Act!

I am researching other product right now

Review Source

MW

Mark W.  
Marketing Manager  
Environmental Services  
Used the software for: 2+ years

### "Act is a great CRM for the cost"

December 12, 2022

5.0

Pros

Act is vert easy to use and customize to the users needs. Very little training is required for new users

Cons

None it is a very good CRM for marketing purposes

Review Source

Response from Act!

January 10, 2023

Thank you, Mark! We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. And, we'd love to learn more about your business if you'd like to share your Act! Success Story. It's easy - just paste this link into your browser to get started. https://www.act.com/success-stories/ Thanks again for sharing and we wish continued success to you!

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