Top Pick

Act! Description

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results.

Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Pricing

Pricing Starts At:
$30.00/month/user
Pricing Information:
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Trial:
Yes

Integrations

API:
Yes, Act! has an API

Reviews - 30 Verified Reviews

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 4 out of 5 stars
support 4.5 out of 5 stars

Company Details

Company:
Act!
Year Founded:
1987
Headquarters:
United States
Website:
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Media

Act! Advantage Home Screen

Act! Advantage Home Screen


Act! Podcast Conversation



Product Details

Platforms
Web-Based
Windows
Linux
iPhone App
iPad App
Android App
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

Act! Features and Options

CRM Software

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.

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Contact Management Software

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.

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Marketing Software

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.

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Sales Tracking Software

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.

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Online Form Builders

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.

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Pre-made Templates
Reporting / Data Visualization
Signup Forms
Surveys

Marketing Automation Software

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.

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Automotive CRM Software

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.

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Territory Management

Lead Management Software

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.

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Financial CRM Software

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.

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Real Estate CRM Software

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.

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Construction CRM Software

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.

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Landing Page Builder

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.

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Capture Software

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.

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Business Management Software

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.

Billing & Invoicing
CRM
Financial Management
Marketing Management
Order Management
Project Management
Scheduling

Healthcare CRM Software

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.

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management

Social CRM Software

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.

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Marketing Automation Integration
Task Management

Insurance CRM Software

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.

Hotel CRM Software

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.

Legal CRM Software

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.

Real Estate Lead Generation Software

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! Lists

eCommerce CRM

Act! empowers eCommerce companies to transform occasional purchasers into dedicated patrons. By integrating with Zapier, you can import order histories from Shopify and BigCommerce into Act!, ensuring that each customer profile reflects their purchase history. Organize customers into dynamic segments, launch tailored email marketing campaigns and automated drip sequences, and collect insights through surveys. Create landing pages and web forms to attract new subscribers and leads, all seamlessly linked to a single CRM system.

Sales Management

Act! empowers small business proprietors and sales leaders to maintain team focus and accountability. Access a comprehensive view of each representative's pipeline, activities, and follow-ups all in one location. Utilize dashboards and reports for performance tracking and revenue prediction. With a shared contact history, your team members can seamlessly transition deals without starting over. The integrated email marketing, quoting, and payment functionalities streamline the entire sales journey, while a dedicated Account Manager ensures your team maximizes the benefits of every available feature.

Retail CRM

Retailers thrive when they convert one-time shoppers into loyal patrons. Act! provides a centralized platform for managing customer contacts and their purchasing history, enabling you to tailor offers and reach out at optimal moments. Launch email marketing campaigns for special promotions and events, collect insights through surveys, and categorize customers with dynamic group segmentation. Integrate order history from Shopify and BigCommerce into Act! using Zapier, aligning your sales data with your marketing efforts seamlessly.

Restaurant CRM

Food establishments and dining ventures expand their customer base through loyal patrons, catering opportunities, and community collaborations. Act! consolidates guest, catering, and supplier contacts into a single platform, offering comprehensive history tracking and follow-up reminders. You can launch email marketing campaigns to promote specials and upcoming events, gather feedback through surveys, and manage catering and event requests via web forms. Additionally, the online appointment scheduling feature simplifies the process for clients to arrange tastings or consultations.

Pharma CRM

Sales teams in the pharmaceutical and life sciences sectors depend heavily on robust connections with healthcare providers, partners, and distributors. Act! consolidates contacts, appointments, and notes in a single platform, ensuring that representatives are well-equipped for each interaction. Monitor prospects via a visual pipeline, set up follow-up tasks with automated alerts, and utilize the Act! Companion mobile application while on the go. Act! ensures compliance with SOC 2 standards and provides options for cloud or on-site installation, along with complimentary onboarding and a dedicated Account Manager for support.

Opportunity Management

Act! streamlines opportunity management for small enterprises. Easily generate opportunities from contacts or submissions via web forms, progress them through various pipeline stages, and designate specific next steps and responsible team members. Quickly view deal value, current stage, and anticipated closing dates, while utilizing dashboards to project revenue. Generate interactive quotes that customers can approve and pay for online, and utilize automated reminders to ensure that every deal stays on track.

Mortgage CRM

Mortgage industry experts build their clientele by leveraging referrals, prompt follow-ups, and establishing trust. Act! provides a centralized platform where borrowers, referral sources, and real estate professionals can be efficiently managed, complete with an extensive contact history and automated reminders for important dates. Monitor loan progress with a visual pipeline, keep communication flowing with past clients through automated email marketing campaigns, and gather new leads using web forms. Act! adheres to SOC 2 compliance standards, and each plan includes complimentary onboarding along with a dedicated Account Manager for personalized support.

Marketing CRM

Act! integrates customer relationship management and marketing functionality within a single platform designed specifically for small enterprises. It offers tools for email marketing, automated drip campaigns, landing page creation, web form generation, surveys, and event coordination, all linked directly to your contact information. This integration allows marketing teams to track which campaigns result in actual sales, while sales teams can access insights on each lead's prior interactions before their initial outreach. Additionally, pricing is structured on a per-user basis rather than per contact, ensuring that expanding your contact list won’t increase your costs.

Manufacturing CRM

Producers depend on enduring partnerships with distributors, dealers, and business-to-business clients. Act! consolidates all accounts, contacts, and communications in a single platform, enabling sales and service teams to access comprehensive histories. Monitor quotes and prospects with a visual pipeline, dispatch interactive quotes that clients can approve online, and establish reminders for reorders and follow-ups. Dashboards provide a quick overview of pipeline and activities, while a dedicated Account Manager assists in customizing Act! to align with your sales methodology.

Law Firm Marketing

Act! offers a comprehensive solution for law firms to promote their services and maintain referral relationships all in one place. Utilize integrated email marketing to distribute newsletters and practice updates, create web forms and landing pages to collect new inquiries, and automate follow-ups to keep your referral sources connected. Each inquiry and response from campaigns is linked directly to the client's contact record, allowing you to track which marketing strategies yield new business. With complimentary onboarding and the support of a dedicated Account Manager, you'll be well-equipped to launch your efforts effectively.

Hedge Fund CRM

Investment companies and asset managers rely on well-structured, secure relationship information. Act! consolidates investors, potential clients, and partners in a single platform, offering comprehensive contact histories, notes from meetings, and reminders for follow-ups. Organize contacts into dynamic groups and deliver personalized updates via email campaigns. For organizations seeking complete data management, Act! Premium Desktop operates on-site, ensuring adherence to SOC 2 standards. A dedicated Account Manager is available to customize Act! to fit the specific needs of your firm.

Distribution CRM

Distributors and wholesalers rely heavily on building solid connections with their suppliers, dealers, and customers. Act! ensures that all accounts and contacts are systematically organized, maintaining a comprehensive record of communications, including calls, emails, and meetings. Users can monitor quotes and orders as potential opportunities within a visual pipeline, establish reminders for restocks and account assessments, and distribute email updates to specific customer groups. Additionally, the Act! Companion mobile application allows sales representatives to access account information conveniently while on the go.

Banking CRM

Local banks and credit unions foster customer loyalty by providing personalized service. Act! consolidates customer and member interactions, discussions, and follow-ups into a single platform, ensuring that each banker has access to complete relationship histories. You can categorize customers using dynamic groups, launch focused email marketing campaigns, and set reminders for assessments and renewals. Act! complies with SOC 2 standards and provides on-premises solutions through Act! Premium Desktop for organizations that require total control over their data.

B2B Sales Tools

Act! equips B2B sales teams with all the necessary tools within a single platform. It features contact and account management, a visual representation of the sales pipeline, activity monitoring, and functionalities for quotes and payments, alongside integrated email marketing capabilities. Users can log emails from Outlook via the Act! Sidebar, make calls and send texts directly from customer records using the RingCentral integration (available in Professional and Ultimate plans), and seamlessly connect with other applications through Zapier. Managers can stay updated through comprehensive dashboards, while complimentary onboarding and a dedicated Account Manager ensure a swift start for your team.

  • Name: Deon C.
    Job Title: VP Sales and Marketing
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Using ACT for 20+ years

    5 out of 5 stars Date: Oct 26 2026

    Summary: I Love this product. I tell every salesman to "live in ACT" and you will win sales, grow customers and give the best customer experience

    Positive: This product has been and remains the gold standard for CRM. I have used this both professionally and personally for 20+ years

    Negative: Some 3rd party add on could be improved. The basic system is great.

    Read More...
    Act! Company Response
    Date: Oct 26 2026
    It's great to hear from our long-time customers! Thank you for taking the time to leave this review, Deon. Here's to another 20+!
  • Name: Larry S.
    Job Title: Founder and Executive Director
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    ACT Saved our Nonprofit

    5 out of 5 stars Date: Jul 31 2024

    Summary: Act! transformed our nonprofit’s operations, enabling us to efficiently manage contacts, organize marketing campaigns, and enhance customer service. Customer service was key to our work. Act! tracked customer interactions meticulously, ensuring personalized and timely communication, fostering strong relationships with our nonprofit’s volunteers and contacts.
    ACT! was crucial for our research and training programs aimed at addressing diversity challenges in fire departments. Its versatility in customizing fields, tagging contacts, and scheduling training sessions was vital for managing our nonprofit’s grants, research studies, and training programs.

    Positive: With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.

    Negative: We used ACT! as a standalone CRM from 2005-2017 at our Nonprofit, FIRE 20/20. In 2017 we were no longer able to sustain grant funding and had to close the nonprofit.

    Read More...
    Act! Company Response
    Date: Aug 02 2024
    Thank you, Larry for your feedback and for letting us know how Act! helped you manage and grow your nonprofit.
  • Name: Anonymous (Verified)
    Job Title: Retired
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features 4 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 2 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Been using ACT forever!

    5 out of 5 stars Date: Jun 30 2023

    Summary: ACT Pro meets my needs and I will keep using it. Overall I would recommend it in a sales and/or marketing use. For personal use it is rather expensive.

    Positive: I first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.

    Negative: ACT has a lot of features I don't use and which I would rather not be paying for, but as a database it doesn't have any obvious cons. Microsoft updates have screwed it up a couple times, but the support people have understood that and are very helpful.

    Read More...
    Act! Company Response
    Date: Jun 30 2023
    First of all, congratulations on your retirement! We appreciate you letting us know how you used Act! in your professional life and how it continues to be helpful in your personal life, We wish you the very best!
  • Name: Anonymous (Verified)
    Job Title: Office Manager / Senior Adminstrator
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Great software for managing our online course

    5 out of 5 stars Date: Jun 23 2023

    Summary: We have used ACT! software to manage our online training course since 2004 - almost 20 years! We manages 8 different classes per year in different enrollment plans (Individual, Married Couple, Group License, etc.) and ACT! helps us keep everyone organized and grouped correctly, sending the exact lesson for each class. It is a small compared to bigger companies but it is mighty and does everything we need it to.

    Positive: I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.

    Negative: It does SO much more than I use it for. I wish I had time to watch more training videos.

    Read More...
    Act! Company Response
    Date: Jun 30 2023
    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. Thanks again for sharing and we wish continued success to you! https://www.act.com/success-stories/
  • Name: John D.
    Job Title: Owner
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Support

    5 out of 5 stars Date: Jun 17 2023

    Summary: Far exceeded my expectations. I did not expect them to respond so quickly but they did. They were super nice throughout the whole ordeal.

    Positive: I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!

    Negative: For me, there were no cons. They did everything they said they were going to do.

    Read More...
    Act! Company Response
    Date: Jun 30 2023
    Hi John, we are happy to hear that our Support Team was able to resolve your issue in a timely manner. When you're successful, we're successful so we dedicate a lot of resources to our support team and resources. We wish you all the best!
  • Name: Gerry A.
    Job Title: Owner
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features 3 out of 5 stars
    Design 2 out of 5 stars
    Ease 3 out of 5 stars
    Pricing 2 out of 5 stars
    Support 4 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Act! is great!

    5 out of 5 stars Date: Jun 07 2023

    Summary: I'm a client for more then 10 years and don't look for a change. Price is competitive and service from tech support is good most of the time.

    Positive: Changes are not significant every year, they listen to the customers.

    Integration is good with other products.

    Negative: Complex sql, I have to call most of the time tech support.

    Read More...
    Act! Company Response
    Date: Jun 08 2023
    We appreciate you, Gerry, for taking the time to let us know what you like about Act!. And you're right! We do listen to our customers and we really value your feedback! Thank you for being part of our family for more than 10 years!
  • Name: Anonymous (Verified)
    Job Title: Vice President/Owner
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 3 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Ideal CRM system for any Business

    5 out of 5 stars Edited: Feb 09 2023

    Summary: I have used it for over twenty years and will continue until I retire. Totally satisfied with the product and their service.

    Positive: I have used ACT for almost twenty years. I have found it to be user friendly. I find the integration of ACT with the Microsoft Office Products a real plus in the fact that you can track all of the various types of correspondence with you customers and set follow up dates for specific activities using the synchronization of the two calendars. I moved from the desktop version to the Cloud Version and have found this system so much better when I have to travel nationally or internationally. As long as I have access to the internet, I am in business anywhere in the world. I know I do not use all of the features and benefits of the software but I liked the fact that I can customize it to my business needs makeing me even more comfortable with the system. I do recommend that you include the technical support program with the software and now you can find a quick answer to problems when upgrades from Microsoft with their products requires a special ACT Patch or whatever.

    Negative: I would like more "best practices" presented to me so I can either try something new within the programming or change the way I use a particular feature, so it is more beneficial to me in terms of saving time.

    Read More...
    Act! Company Response
    Date: Feb 10 2023
    We love hearing from our customers and enjoy learning how Act! is helping their businesses around the world. We hope you'll check out these resources for best practices. https://www.act.com/resources/how-to/ and https://help.act.com/s/ Thanks for sharing and continued success to you!
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Excellent product

    5 out of 5 stars Date: Feb 09 2023

    Summary: The most important feature is the online remote session support is best. I would recommend this product and business to anyone.

    Positive: I have used this product for over 20 years. The mail merge feature works incredible. The hybrid version allows you to work at home or the office or if you travel. You have it on your desktop and cloud to login remotely. You also can change the entire layout and customize it.

    Negative: The are none at this time, the CRM works really well.

    Read More...
    Act! Company Response
    Date: Feb 10 2023
    Thank you for your review. 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. Thanks again for sharing and we wish continued success to you! https://www.act.com/success-stories/
  • Name: Mike K.
    Job Title: Sales
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features 5 out of 5 stars
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Act Review

    5 out of 5 stars Date: Feb 08 2023

    Summary: Overall, this is a very good product and allows the user to customize it for his particular applications.

    Positive: I have shifted from the self-hosted version to the cloud based. The ability to incorporate my phone has been a big plus. All sales information is constantly at my fingertips.

    Negative: Sometimes it is slow. Obviously, a lot depends on the internet connection. But in general, it is a very sound product.

    Read More...
    Act! Company Response
    Date: Feb 10 2023
    Hey thanks, Mike, it sounds like Act! is helping you out. You’re helping us out by spreading the word - so thanks for taking the time to share!
  • Name: Cheri T.
    Job Title: Administrative Assistant / Office Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Excellent

    5 out of 5 stars Date: Feb 08 2023

    Summary: Excellent -- the processes of entering and retrieving information is quick -- meaning no delay in these processes. I also appreciate the fact I can attach Invoices to the customers' service records. It provides such valuable information.

    Positive: Issues were taken care of in a timely manner; and after the update, all is working well. I really appreciate SCT as a service record "keeper" for our business. It really helps to provide wonderful information.

    Negative: It does have a tendency to "go down" at times -- but really other than that I have no complaints.

    Read More...
    Act! Company Response
    Date: Feb 10 2023
    We love hearing from customers Cheri! Thanks for letting us know how Act! is helping your business. We look forward to more years of delivering value to you!
  • Name: Ken J.
    Job Title: Sales Mgr
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 4 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 3 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 8 out of 10

    ACT - My Main Sales Tool

    5 out of 5 stars Date: Feb 08 2023

    Summary: Overall, I am happy with the program in that it has met my needs over the years. ACT appears to cater to large organizations these days; whereas it was more suited to the smaller organization many years ago when it was first introduced.

    Positive: As a CRM the program is simple to use and provides me with a quick and easy tool to keep track of all my customers, organize my time using the calendar, keep notes covering customer activity and most recently create and transmit e-blasts to my customers.
    Also tech support is excellent, available through the majority of the week and the wait time is satisfactory.

    Negative: For a small organization (like ours) the program cost is becoming too expensive. Also, the program is not as intuitive as it was in the early years.
    I have complained in the past about the functionality of the "NOTES" section and still to day the NOTES section needs to be improved; especially when pasting in text, images and charts from a MS Outlook email.

    Read More...
    Act! Company Response
    Edited: Feb 14 2023
    Thanks, Ken for bringing your notes issue to our attention. We’re always looking to make Act! more valuable to professionals the world over. We hope that you will please reach out to support@act.com so we can discuss this further.
  • Name: George P.
    Job Title: Director of Business Development
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 26 - 99
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 3 out of 5 stars
    Pricing 2 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Act Issues Help

    5 out of 5 stars Date: Feb 08 2023

    Summary: I would recommend ACT. I have no issues with using ACT and it is truly a great help in my daily tasks.

    Positive: the staff members who i have spoke with at ACT regarding issues i have had are great. Very knowledgeable and easy to work with.

    Negative: I truly can't say that I have any issues. Only possible issue would be wait time for a staff member to connect. But that is very seldom.

    Read More...
    Act! Company Response
    Date: Feb 10 2023
    George - Thank you for taking the time to share that Act! is making your workday a little easier, especially the help with your daily tasks. We love hearing from our customers, so thanks again for sharing - this made our day!
  • Name: Ed M.
    Job Title: Analyst
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features 3 out of 5 stars
    Design 3 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 8 out of 10

    Great database

    5 out of 5 stars Date: Feb 08 2023

    Summary: Very good good customer support.

    Positive: Ease of use.
    Cost.

    Negative: Editing function in text box is still very rudimentary. There is no cut paste feature unless one goes to the keyboard for example. The formatting box follows you wherever your cursor is. When you’re typing in a small box, the formatting box covers the whole screen.

    Read More...
    Act! Company Response
    Edited: Feb 14 2023
    This is great feedback, Ed. Some of our favorite features have come from the suggestions of power users like you! We invite you to please submit a feature request by visiting this URL. Thank you again for your feedback. https://actlink.info/40XVmWQ
  • Name: Anonymous (Verified)
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Pricing 2 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 9 out of 10

    Great Software

    5 out of 5 stars Date: Feb 08 2023

    Summary: For the most part I am very happy with Act and would recommend it to anyone needing a high quality well supported contact management program.

    Positive: The ease of use for me is great. I've been using ACT for more than 25 years! I first starting using it when I was using Mac based computers. When ACT no longer support Macintosh I switched to PC just to be able to use ACT. It was well worth the transition.

    Negative: Since I am a very small company and it is only me using the product I would like the cost to come down. It's a little expensive for me.

    Read More...
    Act! Company Response
    Date: Feb 14 2023
    Wow! We love our legacy customers and value our 25+ year relationship! Thank you for taking the time to let us know that you love Act!
  • Name: William S.
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features 5 out of 5 stars
    Design 4 out of 5 stars
    Ease 4 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Likelihood to Recommend to Others 10 out of 10

    Fantastic and Powerful Contact Manager

    5 out of 5 stars Date: Feb 08 2023

    Summary: Great product that is powerful. It is a very valuable tool to our sales process and customer management.

    Positive: Excellent contact and customer information and sales management capabilities. Very powerful and valuable customer retention and management tool!

    Negative: Occasional bug with some features, however tech support is also excellent and very easy to contact.

    Read More...
    Act! Company Response
    Date: Feb 14 2023
    Thank you William for letting us know that you are leveraging Act!'s contact and sales management features and that they are improving your customer retention! We love contributing to the success of our customers!
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