# 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. [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/)

[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 891 user reviews

Reviews sentiment

Positive

71%

Neutral

13%

Negative

16%

Pros & cons

Extensive customization capabilities

Comprehensive customer tracking tools

Persistent technical glitches

Frequent slowdowns and instability

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 (891)

VS.

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

Starting Price

$30

Per User, Per Month

Starting Price

$12

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.9 (889)

Ease Of Use

4.7 (460)

Value For Money

3.9 (694)

Value For Money

4.5 (399)

Customer Service

3.6 (789)

Customer Service

4.6 (382)

## 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.

[4.3 (6,970)](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

[4.4 (18,773)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.2 (988)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

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 capabilities

93% positive reviews out of 55

Most reviewers find customization allows tailored fields, layouts, and processes, adapting software to diverse business needs.

Bev G

Director, 2 - 10 employees.

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

Persistent technical glitches

72% negative reviews out of 180

Most reviewers find bugs and issues disrupt usage, with frequent errors, compatibility problems, and unresolved software malfunctions.

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

87% positive reviews out of 52

Most reviewers indicate customer tracking offers real-time status, detailed history, and easy access to 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 instability

86% negative reviews out of 57

Most reviewers report performance and speed issues, including slow loading, 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 40

Most reviewers describe contact management as robust, centralizing contacts, reminders, and activity records for streamlined organization.

Unreliable phone support experience

67% negative reviews out of 48

Most reviewers describe phone support as slow, unhelpful, with long hold times and difficulty resolving technical problems.

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 (889)

3.9

Based on 889 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 (878)

3.9

Based on 878 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

90.63% of 32 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 2 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

66.67% of 24 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

70.49% of 61 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

80.00% of 10 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

33.33% of 3 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

78.26% of 46 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.

61.90% of 21 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

133.33% of 3 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

78.79% of 33 reviewers that rated this feature as important or highly important

Protect sensitive data for digital privacy

93.33% of 30 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

61.29% of 31 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 gives you tools to send, track, and archive emails directly within the system. Some reviewers find the email sync with Outlook helpful, appreciate built-in templates, and value having a record of communications, though a few mention occasional syncing issues.

68.18% of 66 reviewers that rated this feature as important or highly important

Create and send email blasts/campaigns

79.63% of 54 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

78.95% of 76 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 can categorize, prioritize, and follow up on leads efficiently. Reviewers indicate it’s easy to add, organize, and track leads, set reminders, and integrate web lead forms, though some say the opportunities section can duplicate work.

76.83% of 82 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

65.63% of 32 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

88.89% of 9 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

60.00% 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 helps you monitor sales progress, forecast revenue, and manage opportunities. Some users say it’s easy to track pipeline stages, generate reports, and coordinate team forecasts, but a few mention not using its full potential yet.

77.19% of 57 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

66.67% of 6 reviewers that rated this feature as important or highly important

Share contacts with other applications like Gmail and CRM

90.91% of 11 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

77.78% of 18 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 (878)

3.9

Based on 878 reviews

## Pricing

Value for money

3.9 (694)

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
-   Collect payments

Act! Advantage Professional

$45.00

Per User,Per Month

It includes:

-   Everything in Standard, plus:
-   Email Marketing Plus (includes 25,000 sends/mo)
-   Advanced Interactive Quotes & Online Appointment Scheduling
-   Advanced Forms, Surveys, Website Chat & Event Management
-   Accounting Integration
-   Project Management
-   25 Gb Storage
-   Billed annually
-   Immediate, browser-based access
-   Automated updates & nightly backups
-   MacOS compatibility
-   Expert technical support
-   Dedicated onboarding specialist

Act! Advantage Ultimate

$60.00

Per User,Per Month

It includes:

-   Everything in Professional, plus:
-   Marketing Automation (includes 50,000 sends/mo)
-   Custom Industry Tables
-   Online Customer Portal
-   Enhanced Support
-   35 Gb Storage
-   Immediate, browser-based access
-   Automated updates & nightly backups
-   MacOS compatibility
-   Expert technical support
-   Dedicated onboarding specialist
-   Billed annually

Act! Premium Desktop

$39.00

Per User,Per Month

It includes:

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

Act! Email Marketing Plus

$79.00

Usage Based,Per Month

It includes:

-   Additional 25,000 sends for Act! Advantage Standard and adds:
-   AI Writing Assistant
-   Turnkey Campaigns
-   HTML Email Editor
-   URL Shortener
-   Social Sharing
-   Landing Pages
-   Surveys
-   Team Management
-   Response-Driven Nurture Marketing

Act! Marketing Automation Complete

$199.00

Usage Based,Per Month

It includes:

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

Value for money

3.9 (694)

3.9

Based on 694 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 (789)

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 (789)

3.6

Based on 789 reviews

## User reviews

Overall rating

3.9

Based on 891 reviews

Filter by rating

5(379)

4(249)

3(112)

2(64)

1(87)

Mentioned topic

Sorted by most recent

RR

Russell R.

owner

Packaging and Containers

### "Act is good"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

April 28, 2026

Overall experience with Act has been good. Would like to have a better app for your phone. and can sink with your phone

Pros

Doing email Marketing keeping up with customers in one location would like to have it more to be able to delete old customers

Cons

Act does not have built in email I get used to have. It's not as robust as it used to be when it was a program you could put on a Mac. And the online version that still does not work very well with Mac

Alternatives considered

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

Reasons for choosing Act!

I used to have Act back in the day and wanted to give it another shot

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.

JB

John B.

Senior Vice President

Commercial Real Estate

### "ACT use for twenty years plus."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

1.0

1.0

Likelihood to Recommend

8/10

April 28, 2026

Very good. Been using for 20 years plus. Really like the simplicity of use. Very easy. Couldn’t imagine doing my job without ACT.

Pros

Ease of use. Use everyday for my calling follow up, cold calling. Record keeping phone numbers notes etc. tracking buildings rates , vacancy, list broker contact.

Cons

IT service, trouble understanding techs. Hard to get responses quickly. Don’t like high price increase after using for so many years with no assistance from ACT. Was also told my price did not include IT help after so many years of use without asking for anything.

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.

MC

Marianne C.

Office Manager

Glass, Ceramics & Concrete

### "ACT! is Great"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 28, 2026

Customer Support is responsive understandable and easy to understand when trying to provide support for complex problem

Pros

Ease of Use and responsiveness of Customer Support. They don't make you wait and the Customer Support team is knowledgeable and assist even when you don't quite know what you are asking as a non-IT person

Cons

Mobile Access - have never used it and see no reason to so I cannot really evaluate it. If the Mobile access is anything like their program I'm sure it is easy to use.

Switched from

[Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/)

It wasn't providing some of the services or needs

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.

GJ

gregg j.

Owner

E-Learning

### "Long time user of ACT - over 20 years"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

April 28, 2026

Been very good, I highly recommend ACT as a database. Not sure how I would keep up with all the sales calls I make without ACT

Pros

I have been using ACT since version 1.0 It's easy to use, very intuitive. It would be very hard to run my business without it.

Cons

The cost. In the olden days I would purchase a new version of ACT and use it for several years. Now, we are required to purchase ACT every year even though I don't use any of the new features.

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.

Harry C.

Vice President

Real Estate

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

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

April 28, 2026

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

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.

KA

Kevin A.

Sales

Financial Services

### "Act, a partner in marketing."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 28, 2026

Great, go to over the years. Have used Act to keep up with vendors and customers, and the history is invaluable.

Pros

Been has been using Act for 20+ years; easy to use and dependable. The e-marketing is simple. Good reporting

Cons

Lack of a strong online product. The syncing is slow. The desktop version is a very old format and data can be old.

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.

PB

PAM B.

Senior Recruiter Owner

Staffing and Recruiting

### "Celebrating 20years as an ACT user !!"

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

April 28, 2026

“My overall experience with Act! has been excellent. It has served me well for more than 20 years, providing the consistency, reliability, and ease of use I need to keep my workflow running smoothly.”

Pros

convenience and stability: “What I like most about Act! is the combination of convenience and stability. It keeps my workflow smooth, reliable, and easy to manage without extra steps or complications.”

Cons

“Honestly, there isn’t anything I like least about Act! I’ve used it successfully for over 20 years, and it has consistently supported my workflow without issues.”

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.

JF

Jennifer F.

Owner

Wholesale

### "Act 2026 review"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

April 28, 2026

I have used Act since 2000 and it was a better program prior to them requiring a yearly fee of $600. It should still be an option if you want to upgrade every year and not have to pay $600.

Pros

The ability to keep all my data in one place. Being able to email and schedule activities to stay in touch with clients

Cons

The issues with time it takes screen to change when completing activities. 20 to 30 seconds when you do 100 plus activities per day is a waste of time when I could be making sales calls.

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.

MR

Micky R.

Operations Manager

Non-Profit Organization Management

### "Why I love 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

April 27, 2026

I use ACT all day almost every day. I recommend it to my clients and usually setup a custom contact screen and fields for them. I setup some client like Acupuncture and similar with a 3-D merge. Basically, a 3-D merge first merge is to pick which documents (several of hundreds) will be used then it merges the information from ACT to the end document. Such a cool thing to do.

Pros

Customer support is great. Features are great! Being able to create new fields easily. Having groups and fields really make it possible to do so much.

Cons

A few things. Not relational. Not being able to create/edit fields on the desktop is not great. I love the desktop but really hate the online version. Only go online to create or edit fields. A few bugs that have been around for years and never fixed.

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.

RB

Robert B.

Financial Advisor

Financial Services

### "Introduction to the new ACT software"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

April 24, 2026

Good! I still getting comfortable with all the user fields. I will soon attempt to schedule another onboarding appointment.

Pros

Notes, Alerts, Appointments. I love the follow-up and T Do list. It helps to keep up with sales and closing business pursuits.

Cons

The manual Data Input was very time-consuming. But the result is well worth it. I used ACT as a contact manager in the mid-90s.

Alternatives considered

[Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/)

Reasons for choosing Act!

I need it for a documented contact management system. Help to track tasks.

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 27, 2026

Welcome back to Act!, Robert! We're so glad Notes, Alerts, and the To-Do list are already working hard for you. Don't hesitate to schedule that next onboarding appointment; getting fully comfortable is well worth it. Glad to have you with us again!

[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)[Dynamics 365 vs Act!](https://www.capterra.com/compare/157279-175860/Dynamics-365-vs-Act)[Bigin by Zoho CRM vs Act!](https://www.capterra.com/compare/175860-204998/Act-vs-Bigin-by-Zoho-CRM)[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)[Odoo vs Act!](https://www.capterra.com/compare/135618-175860/Odoo-vs-Act)[Kylas Sales CRM vs Act!](https://www.capterra.com/compare/175860-210630/Act-vs-Kylas)[Pipedrive vs Act!](https://www.capterra.com/compare/132666-175860/Pipedrive-vs-Act)

[Ploomes CRM vs Act!](https://www.capterra.com/compare/175860-207290/Act-vs-Ploomes)[ActiveCampaign vs Act!](https://www.capterra.com/compare/79367-175860/ActiveCampaign-vs-Act)[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)[monday CRM vs Act!](https://www.capterra.com/compare/175860-245800/Act-vs-Monday-CRM) 

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/)