Who Uses Act!?

For small businesses who want to grow, Act! is a CRM software that enables growth. Unlike others, Act! is the only proven platform that is a perfect fit for your business.

What Is Act!?

Act! CRM provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

Act! Details

Act!

http://www.act.com

Founded 1987

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Compare Act! with similar products

Starting price

US$15,00/month
US$14,00/month
US$9,99/month
N/A

Free Version

Free Version No
Free Version Yes
Free Version Yes
Free Version Yes

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

Act! deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Act! Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
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  • Calendar Management
  • Calendar Sync
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  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

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  • Alerts / Escalation
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  • Call Center Management
  • Call Routing
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  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Drag & Drop
  • Email Management
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Inbox Management
  • Knowledge Base Management
  • Live Chat
  • Multi-Channel Communication
  • Multiple User Accounts
  • Performance Management
  • Performance Metrics
  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Rules-Based Workflow
  • SMS Messaging
  • Self Service Portal
  • Single Sign On
  • Social Media Integration
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Template Management
  • Third Party Integrations
  • Virtual Assistant
  • Voice Mail
  • Workflow Management

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  • Conversion Tracking
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  • Customizable Branding
  • Customizable CTAs
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  • Customization
  • Data Import/Export
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  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Marketing
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  • Engagement Tracking
  • Event Triggered Actions
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Real Time Data
  • SMS Marketing Managment
  • Sales Analytics
  • Search Marketing
  • Segmentation
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  • Calendar Management
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  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
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  • Social Media Integration
  • Task Management
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  • Alerts/Notifications
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  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
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  • Reminders
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Act! Alternatives

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Act! Reviews

Read all reviews

Overall rating

3,7/5

Average score

Ease of Use 3,7
Customer Service 3,3
Features 3,7
Value for Money 3,8

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Share your experiences with other software buyers.

Write a Review!
Van mclean R.
Business Development and Communications Manager
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 2021/04/22

"ACT! for NGOs"

Comments: I generally find ACT! basic but easy to use. You find there what you need - particularly the database management.

Pros: I have pioneered the purchase of ACT! in my company. Back then, It offers a perpetual license per user which is great as you don't subject yourself to a monthly or annual subscription. I love the fact that ACT! marketing can be customised and very rare that it falls under the promotions tab of the email recipient.

Cons: ACT! can only be linked to a certain version of Outlook which i find not helpful. Not all the licenses we purchased were maximise as they find ACT! a work duplicate particularly on the finance side since only selected accounting software can be integrated in the ACT! system.

  • Reviewer Source 
  • Reviewed on 2021/04/22
Bud M.
President
Financial Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support
    2 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017/04/16

"22 year plus customer Sage / Act"

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

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

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

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017/04/16
Wayne D.
owner
Environmental Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/06/30

"Long time ACT! user, especially happy with V23"

Comments: Greatly improved and confidence-inspiring in V23.
Minimal frustration
ACT! is feature-rich, and discovery of additional functionality is fun as well as useful.
Many useful/fun feature surprises to be discovered with HELP and excellent videos to get there

Pros: Not easy to learn, but getting much easier. But very powerful for those who would take the time to become familiar with its muscle.
It is apparent to me that Swiftpage folks are remarkably skilled and motivated to make ACT! an (THE) industry leader.
Significantly greater reliability and freedom from issues.
I have seen wonderful improvements in marketing automation with V23
Current functionality of marketing automation was beyond my imagination
Technical assistance is quick and has become absolutely first class. I rate a solid 10

Cons: Steep learning curve, but learning the system is greatly eased recently with new videos that are easy to follow and with a narrative voice that is especially understandable
Technical help is not available on weekends and after hours.

  • Reviewer Source 
  • Reviewed on 2021/06/30
Tammy W.
Owner
Insurance, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020/10/14

"ACT! for Insurance/Financial Advisors"

Comments: I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.

Pros: The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.

Cons: They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.

  • Reviewer Source 
  • Reviewed on 2020/10/14
Thomas O.
Director, Business Development
Pharmaceuticals, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    2 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018/05/07

"Love the ease of use for both entering data and retrieving info"

Comments: I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

Pros: The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

Cons: I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

  • Reviewer Source 
  • Reviewed on 2018/05/07