Compare Act! vs. BoldTrail

Automotive dealerships and service providers thrive on maintaining relationships with returning clients and prompt communication. Act! consolidates all customer contact information and interaction records in a single platform, enabling your staff to reach out at the perfect time—whether it's for service notifications or trade-in proposals. You can automate email campaigns for service reminders and special offers, monitor sales prospects with an intuitive pipeline, and gather new leads through web forms. Each subscription comes with complimentary onboarding and a dedicated Account Manager to assist you.

Act! provides a comprehensive solution for small businesses to streamline their customer management processes. This all-in-one platform consolidates various functions, including contact management, sales tracking, marketing initiatives, scheduling, quoting, and payment processing. By operating from a single interface, your team can easily access shared customer information and establish clear action items. Visual dashboards and reports offer instant insights into your sales pipeline and overall activity. Furthermore, Act! seamlessly integrates with popular tools like Outlook, RingCentral, and Zapier, enhancing its compatibility with your existing systems. For over 39 years, Act! has been a valuable partner in helping small businesses achieve growth.

Businesses in the construction and trade sectors secure projects via networking, competitive bidding, and diligent follow-ups. Act! consolidates contacts, project leads, and quotations in a single platform, ensuring that no detail is overlooked from the initial site assessment to the finalized agreement. Monitor bids visually through a pipeline, provide customers with interactive quotes that they can accept and pay for online, and schedule reminders for follow-up actions and recurring projects. New inquiries can be seamlessly entered into Act! using web forms, while the Act! Companion mobile application ensures that vital information is accessible right at the job site. Each plan comes with complimentary onboarding and a dedicated Account Manager for personalized support.

Act! originated with contact management, and this remains the foundation of our services. We ensure that all communications, such as calls, emails, meetings, notes, and historical data for each contact, are consolidated into a single, accessible record, providing your entire team with a comprehensive overview. You can efficiently categorize contacts using automatically updating dynamic groups, set reminders to ensure timely follow-ups, and log emails directly from Outlook using the Act! Sidebar. Plus, stay connected while on the move with the Act! Companion mobile application. Our platform is relied upon by over 800,000 users globally.

Act! is a customer relationship management solution designed specifically for small and medium enterprises that thrive on building strong connections. It seamlessly integrates sales, marketing, and customer service into a single, user-friendly platform, allowing users to manage contacts, transactions, follow-ups, and email marketing campaigns all in one location. Each Act! Advantage subscription includes features such as email marketing tools, web form creation, online appointment scheduling, and interactive quotes and payments. Additionally, users benefit from complimentary personalized onboarding and support from a dedicated Account Manager. Available in both cloud and on-premises versions through Act! Premium Desktop, this CRM has gained the trust of over 800,000 users globally for more than 39 years and has recently been recognized as a finalist for the Best CRM for Small Business in the 2026 CRMmys awards.

Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linked to your CRM system. You can create campaigns using ready-made templates, customize them with individual contact details, and implement automated drip campaigns for follow-ups. Since the email feature is built into your CRM, every interaction—like opens and clicks—will be directly associated with the corresponding contact record and sales pipeline, providing your sales team with clear visibility on engagement levels. The pricing structure is based on the number of users rather than the size of your contact list, ensuring that expanding your audience does not increase your costs. The Act! Advantage Ultimate plan allows for up to 50,000 email sends each month.

Financial advisors and organizations thrive on the foundation of trust and enduring relationships. Act! consolidates all client interaction records, notes, and meeting details into a single interface, ensuring you are ready for every discussion. Organize clients into dynamic groups, automate reminders for reviews and follow-ups, and create tailored email campaigns, all from one unified platform. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or via Act! Premium Desktop for complete data management. Enjoy complimentary onboarding services along with a dedicated Account Manager to support your needs.

Health and wellness strategies thrive on building robust, individualized connections with clients. Act! centralizes client information, including contact details, appointments, follow-up actions, and communication logs in a single platform. The online scheduling feature allows clients to conveniently arrange appointments, while automated reminders ensure that follow-ups are timely. Additionally, email campaigns keep your community updated. Act! adheres to SOC 2 compliance standards and offers flexibility, operating both in the cloud and on-premises with Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you can customize Act! to fit the unique workflow of your practice.

Accommodations like hotels, inns, and other hospitality ventures flourish by fostering repeat visits and delivering exceptional experiences. Act! consolidates guest and group contact information, preferences, and past interactions into a single platform, enabling your staff to tailor each visit and follow-up effectively. You can launch email campaigns for special seasonal promotions, organize and oversee events, and collect feedback through surveys. With automated reminders, you can maintain communication before and after each stay, transforming occasional visitors into devoted patrons.

Insurance firms expand their business by focusing on renewals, cross-selling opportunities, and nurturing lasting relationships with clients. Act! centralizes all policyholder information and interaction history, providing automated alerts for renewals and follow-ups. It allows you to categorize clients into dynamic groups, launch targeted email marketing campaigns, and monitor new business via an intuitive visual pipeline. Act! adheres to SOC 2 compliance standards and is available for deployment in the cloud or on-premises with Act! Premium Desktop. Additionally, it offers complimentary onboarding and the support of a dedicated Account Manager.

Act! enables you to create landing pages designed to capture leads and seamlessly integrate them into your CRM. By combining landing pages with Act! web forms, you can easily gather contact information and automatically initiate follow-up tasks, opportunities, or email drip campaigns without any coding skills. Each submission is linked to a contact record, allowing you to track which pages effectively convert visitors into customers. Landing pages are just one feature of Act! Marketing, which also includes email campaigns, surveys, and event management, all conveniently housed within a single platform integrated with your CRM.

Act! seamlessly gathers leads from your website and integrates them directly into your CRM. With every Act! Advantage plan, you receive Act! Web Lead Forms that can easily be embedded on your site or distributed as a link, all without the need for any coding. Each lead submission has the capability to either create or update a contact, trigger a follow-up task, initiate an opportunity, or start an email drip campaign. Additionally, tools like landing pages, surveys, website chat, and event registrations provide even more avenues for lead generation, all centralized within a single platform.

Act! provides small enterprises with the tools to oversee their leads from initial interaction to final sale. Incoming leads from online forms, landing pages, and events are seamlessly integrated into Act!, allowing users to categorize them, designate follow-up tasks, and monitor their journey through an intuitive visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature on Act! Advantage Ultimate helps identify the most interested prospects. With sales and marketing collaborating on a unified database, no lead is overlooked as it transitions between teams.

Law firms expand their reach by leveraging referrals, building a strong reputation, and providing exceptional client service. Act! offers a comprehensive solution to manage clients, prospects, and referral sources in a single platform, ensuring all contact history is readily accessible along with automated follow-up alerts. You can easily capture new leads via web forms, monitor potential cases through an intuitive visual pipeline, and maintain connections with former clients through targeted email campaigns. Choose to operate Act! either in the cloud or locally with Act! Premium Desktop, giving you complete authority over your sensitive information.

Act! integrates customer relationship management and marketing automation into a single platform designed specifically for small enterprises. Develop automated drip campaigns that effectively nurture your leads, and utilize web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features like lead scoring and tracking of website interactions and assets provide insights into which prospects are most engaged and poised to make a purchase. All activities are linked to individual contact records, ensuring that both marketing and sales teams operate with consistent data. Complimentary onboarding and a personal Account Manager are available to expedite the launch of your initial campaigns.

Every Act! Advantage plan comes with integrated Web Lead Forms. Create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, effortlessly embedding them on your site or sharing them online without any coding skills. In contrast to separate form builders, all submissions are directly integrated into your CRM system. These forms have the capability to create or modify contact information, schedule follow-up tasks, initiate opportunities, trigger drip campaigns, and even process payments. Enhanced Web Lead Forms are accessible with the Professional and Ultimate tiers.

In the world of real estate, success hinges on connections, recommendations, and timing. Act! provides agents and brokerages with a comprehensive solution to manage all their buyers, sellers, and referral partners in a centralized hub, complete with detailed contact histories and automated reminders for follow-ups. Monitor listings and transactions using an intuitive visual pipeline, maintain visibility through targeted email campaigns, and generate fresh leads via web forms and landing pages. The Act! Companion mobile application ensures that agents have access to contact information during showings. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.

Act! empowers real estate agents to effectively attract and convert a higher volume of leads. Create customized landing pages and web forms for property listings, open house events, and home appraisal requests, seamlessly funneling all inquiries directly into your CRM system. Each incoming lead can automatically initiate a follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor your leads with a visual pipeline, and utilize the Act! Companion mobile app for timely follow-ups while on the go.

Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, team members can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they slip away. The activity log records every call, email, and meeting, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, allowing for accurate forecasting. Additionally, interactive quotes and payment options facilitate quicker deal closures.

Act! empowers you to transform social interactions into genuine customer connections. Gather leads from your social media initiatives using landing pages and web forms, and effortlessly integrate new contacts from platforms such as Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated into a single record, enabling you to reach out with the perfect message at the ideal moment. Combine your social efforts with email marketing, surveys, and events to maintain the dialogue beyond just social feeds.

BoldTrail's AI-enhanced Smart CRM goes beyond mere contact management; it functions as a forward-thinking, intelligent ally designed to empower agents to optimize their efforts. Powered by a sophisticated machine learning algorithm, it continually assesses client interactions—such as views, clicks, saves, and searches—to pinpoint leads with the highest potential and initiate timely automated follow-ups, ensuring agents seize every opportunity to connect. The AI intelligently ranks daily responsibilities based on current engagement metrics, highlights contacts most likely to convert, and suggests the most effective mode of communication—be it a call, text, video message, or email—all streamlined within a unified platform. Agents benefit from intelligent alerts and insights linked to significant life events, buying indicators, or market changes, facilitating highly personalized outreach on a larger scale. The outcome? A CRM that not only manages contacts efficiently but also actively aids in closing deals more swiftly. With BoldTrail’s AI, agents foster stronger connections, shorten response times, and significantly boost lead conversion rates.

BoldTrail’s Present CMA and presentation creator is an innovative solution designed to generate impressive, personalized reports in less than a minute. With its intuitive interface, users can effortlessly create engaging, branded Comparative Market Analyses (CMAs) for both buyer and listing presentations, choosing from various styles such as “traditional,” “modern,” or “luxury” to align with their clients' preferences. The platform also monitors client interactions, providing real-time notifications when clients access or review particular slides, enabling agents to identify what captured their interest and determine the best time to follow up. Customized "Win the Representation" slides assist buyer agents in highlighting their qualifications and compensation models. Endorsed by top agents and brokerages, BoldTrail’s CMA generator transforms data into impactful, client-ready presentations that are effective in securing listings, offers, and building lasting relationships.

BoldTrail’s real estate marketing solutions streamline your promotional strategies through cutting-edge behavior-based automation. This innovative system responds to client interactions—such as views, saves, and clicks—by automatically delivering pertinent content, significantly enhancing engagement by 5 to 10 times compared to conventional marketing methods. Agents can easily set up highly localized, real-time listing notifications tailored to specific geographic areas, MLS standards, and customer actions, ensuring clients receive only the listings that matter most to them. Comprehensive market reports provide insights into home values and neighborhood dynamics, further establishing the agent's authority and credibility. With a selection of intelligent, pre-designed multi-channel workflows, including email, SMS, video messages, and voicemail drops, agents can automate communications for special occasions like birthdays and anniversaries. The platform features integrated video messaging, an advanced HTML email editor, and print marketing capabilities, allowing agents to effortlessly distribute visually appealing, branded content across various channels.

BoldTrail provides a comprehensive transaction management platform that seamlessly handles real estate transactions from the initial contract to the final closing. This system offers real-time deal tracking, enabling agents to easily monitor the progress of each transaction, including important deadlines and customized workflow phases. All documents are securely stored in the cloud, ensuring they are readily available whenever needed. The platform features integrated e-signature capabilities and automated version control, which enhances accuracy, maintains compliance, and reduces reliance on physical paperwork. With automated workflows, tasks are assigned, forms are pre-filled, and reminders for essential milestones are automatically generated, significantly decreasing administrative tasks and speeding up the closing process. Communication is enhanced through tools that facilitate multi-party interactions, in-app messaging, and a client portal that keeps all stakeholders up to date by sharing documents and updates in real time. Additionally, the platform includes powerful reporting and analytics features that provide insights into performance metrics such as efficiency, cycle times, and conversion rates, allowing brokers and agents to refine their processes and increase revenue.