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What is Act!?

Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Pricing

Price Starts At:
$30.00/month/user
Price Overview:
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 Offered?:
Yes

Integrations

Offers API?:
Yes, Act! provides an API

Screenshots and Video

Act! Advantage Home Screen

Act! Advantage Home Screen

Company Facts

Company Name:
Act!
Date Founded:
1987
Company Location:
United States
Company Website:
Edit This Page

Product Details

Deployment
SaaS
Windows
Linux
iPhone
iPad
Android
On-Prem
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Startup
Supported Languages
Dutch
English
French
German

Act! Categories and Features

Social CRM Software

Act! empowers you to transform social interactions into genuine customer connections. You can gather leads generated from social media campaigns using landing pages and web forms, and effortlessly integrate new contacts from platforms like Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated in a single record, allowing you to tailor your follow-ups with the perfect message at the optimal moment. Combine your social efforts with email marketing, surveys, and events to maintain engagement well beyond the social media feed.

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

Sales Tracking Software

Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, users can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they fall through the cracks. The platform records all activities, including calls, emails, and meetings, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, enabling 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

Real Estate Lead Generation Software

Act! empowers real estate agents to effectively attract and transform leads into clients. Create customized landing pages and web forms specifically for property listings, open houses, and home appraisals, seamlessly integrating all submissions into your CRM. Every incoming lead can initiate an automatic follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor leads using an intuitive visual pipeline, and utilize the Act! Companion mobile application to maintain engagement while on the go, even between property viewings.

Real Estate CRM Software

In the real estate world, success relies heavily on connections, recommendations, and the right timing. Act! provides agents and brokerages with a comprehensive solution to manage every buyer, seller, and referral partner efficiently. It centralizes all contact information and maintains a complete history of interactions, along with automated reminders for follow-ups. Users can monitor listings and transactions using a visual pipeline, remain memorable through email drip campaigns, and gather new leads via web forms and landing pages. The Act! Companion mobile application ensures that contact information is readily accessible between showings. Each plan includes complimentary onboarding and a dedicated Account Manager for personalized support.

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

Online Form Builders

Every Act! Advantage plan comes with access to Act! Web Lead Forms. You can easily create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, all without the need for coding. Once you’ve built your forms, simply embed them on your website or share them online. In contrast to independent form builders, every submission is directly integrated into your CRM. These forms can add new contacts, update existing ones, set follow-up tasks, create sales opportunities, initiate drip marketing campaigns, and even facilitate payment collection. For those on Professional and Ultimate plans, advanced Web Lead Forms are also offered.

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! offers an integrated solution that merges customer relationship management (CRM) with marketing automation, specifically tailored for small enterprises. You can effortlessly set up automated drip campaigns to cultivate leads, while utilizing web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features such as lead scoring and tracking of website interactions allow you to identify which prospects are most interested and prepared to make a purchase. Each engagement is linked back to the individual contact profile, ensuring that both marketing and sales teams operate using the same information. To facilitate a smooth start, free onboarding services and a dedicated Account Manager are provided to help you launch your initial campaigns quickly.

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

Legal CRM Software

Law firms expand their business by leveraging referrals, maintaining a strong reputation, and providing attentive client service. Act! helps to streamline client management by consolidating clients, prospects, and referral contacts into a single platform, complete with comprehensive contact history and automated reminders for follow-ups. Gather new inquiries seamlessly using web forms, monitor potential cases through an intuitive visual pipeline, and nurture relationships with previous clients using targeted email campaigns. You can operate Act! either in the cloud or locally with Act! Premium Desktop, ensuring complete oversight of sensitive information.

Lead Management Software

Act! empowers small enterprises to oversee their leads from initial interaction to final transaction. Fresh leads generated from web forms, landing pages, and events are seamlessly integrated into Act!, allowing you to categorize them, designate follow-up actions, and monitor their advancement using a visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature in Act! Advantage Ultimate highlights the most active prospects. With sales and marketing utilizing a unified database, no lead is overlooked as it transitions between departments.

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

Lead Capture Software

Act! streamlines the process of lead management by directly funneling leads from your website into your CRM system. Every Act! Advantage subscription comes with Act! Web Lead Forms, which can easily be integrated into your site or distributed as a link without the need for any coding skills. Each lead submission has the capability to either create or update a contact, set a follow-up task, initiate an opportunity, or kick off an email drip campaign. Additionally, by utilizing landing pages, surveys, website chat features, and event registration, you can further enhance your lead capture efforts, all integrated within a single platform.

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

Landing Page Builder

Act! provides an intuitive platform for creating landing pages designed to gather leads and seamlessly integrate them into your CRM system. By combining these landing pages with Act! web forms, you can efficiently collect contact information and set off automated follow-up actions, such as task assignments, opportunity tracking, or email drip campaigns. There's no need for any coding skills, and each entry is directly linked to a contact record, allowing you to track which pages successfully convert visitors into clients. Landing pages are just one feature of Act! Marketing, which also includes tools for email campaigns, surveys, and event management, all conveniently contained within your CRM.

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

Insurance CRM Software

Insurance firms expand by focusing on renewals, cross-selling opportunities, and nurturing enduring client connections. Act! consolidates all policyholders' contact information and histories in a single location, offering automated reminders for renewals and follow-ups. Organize clients into dynamic groups, create tailored email campaigns, and monitor new business through an intuitive visual pipeline. Act! upholds SOC 2 compliance standards and can be operated in the cloud or on-premises via Act! Premium Desktop. Complimentary onboarding and a personal Account Manager are provided as part of the service.

Hotel CRM Software

The success of hotels, inns, and hospitality establishments depends heavily on returning guests and exceptional service. Act! centralizes guest and group information, including preferences and past interactions, allowing your staff to tailor each visit and subsequent communication. You can launch email marketing campaigns for seasonal promotions, organize and oversee events, and collect insights through surveys. With automated reminders, you can effortlessly maintain communication with guests before and after their stay, transforming first-time visitors into repeat patrons.

Healthcare CRM Software

Effective health and wellness strategies depend on fostering robust, personal connections with clients. Act! consolidates client information, including contact details, scheduled appointments, follow-up notes, and interaction records, all in one convenient platform. The online appointment booking feature enables clients to schedule their sessions easily, while automated reminders ensure that follow-ups are timely. Additionally, email marketing campaigns help keep your community updated. Act! adheres to SOC 2 compliance standards and is available both in the cloud and on-premises through Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you’ll receive support tailored to align Act! with the specific needs of your practice.

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

Financial CRM Software

Financial advisors and their firms rely heavily on trust and enduring relationships to thrive. Act! consolidates all of your client interactions, including contact histories, notes, and meetings, into a single accessible platform, ensuring you are always ready for your discussions. You can categorize clients using dynamic groups, set up automated reminders for reviews and check-ins, and launch customized email campaigns, all from one location. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or on-premises with Act! Premium Desktop, giving you complete oversight of your data. Additionally, the service includes complimentary onboarding and a dedicated Account Manager to assist you.

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

Email Marketing Software

Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linking it to your CRM. You can create campaigns using ready-made templates, customize them with your contact information, and establish automated drip campaigns for consistent follow-ups. Since email functionality is embedded within your CRM, each open and click is directly associated with the corresponding contact record and sales pipeline, providing sales teams with clear insights into engagement levels. The pricing structure is based on users rather than the number of contacts, meaning that expanding your list won’t 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

Contact Management Software

Act! began its journey with contact management, and it remains central to our operations. The platform consolidates all interactions—calls, emails, meetings, notes, and historical data—into a single, shared record, providing your team with a comprehensive view of each contact. You can effortlessly categorize contacts using dynamic groups that refresh in real-time, create reminders to ensure timely follow-ups, and integrate your emails directly from Outlook using the Act! Sidebar. Plus, with the Act! Companion mobile app, you can access all this information while on the move. Trusted 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

Construction CRM Software

Construction and trading companies secure projects by leveraging connections, submitting bids, and maintaining follow-ups. Act! consolidates contacts, project leads, and proposals into a single platform, ensuring that nothing falls through the cracks from the initial site assessment to the finalized agreement. Monitor bids via an intuitive visual pipeline, create interactive quotes that clients can approve and pay for online, and establish reminders for follow-ups and recurring projects. Web forms facilitate the direct entry of new inquiries into Act!, while the Act! Companion mobile application ensures that essential information is readily available on-site. Each subscription comes with complimentary onboarding and access to a dedicated Account Manager.

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

CRM Software

Act! is a customer relationship management tool designed specifically for small to medium-sized enterprises that thrive on personal connections. This platform seamlessly integrates sales, marketing, and customer management, allowing all your contacts, transactions, follow-ups, and email marketing efforts to be managed in one centralized location. Each Act! Advantage subscription comes equipped with features like email marketing, customizable web forms, online scheduling, and interactive quotations and payment options. Additionally, users benefit from complimentary personalized onboarding and access to a dedicated Account Manager. With over 800,000 users globally and a legacy spanning more than 39 years, Act! has earned recognition as a finalist for the 2026 CRMmys in the category of Best CRM for Small Business. Choose between a cloud-based solution or the option to run Act! locally with Act! Premium Desktop.

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

Business Management Software

Act! provides a comprehensive solution for small businesses to handle all aspects of customer management in a single platform. This includes managing contacts, tracking sales leads, launching marketing initiatives, scheduling appointments, generating quotes, and processing payments. By utilizing this unified system, your team can access shared customer data and establish clear action plans without the need for multiple tools. The platform features intuitive dashboards and reports that offer a quick overview of your sales pipeline and overall activity. Additionally, Act! seamlessly integrates with popular applications like Outlook, RingCentral, and Zapier, enhancing your existing workflow. For more than 39 years, Act! has been instrumental in fostering growth for small businesses.

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

Automotive CRM Software

Automotive dealerships and service centers rely heavily on maintaining a loyal customer base and prompt communication. Act! centralizes customer contact information and interaction logs, enabling your team to engage at optimal times, whether it's for service notifications or trade-in promotions. Streamline your marketing efforts by automating email campaigns that remind customers about maintenance and showcase special offers. Monitor sales prospects visually with an intuitive pipeline and easily gather new leads through web forms. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.

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

More Act! Categories

eCommerce CRM

Act! empowers eCommerce enterprises to transform occasional purchasers into devoted clientele. By integrating Zapier, you can import order histories from platforms like Shopify and BigCommerce into Act!, ensuring that each customer profile reflects their purchase history. Create customer segments using dynamic groups, execute personalized email campaigns and automated drip sequences, and collect insights through surveys. Capture new subscribers and leads via landing pages and web forms, all seamlessly linked to a single CRM system.

Sales Management

Act! empowers small business proprietors and sales leaders to maintain team focus and accountability. With a comprehensive overview of each representative's pipeline, activities, and follow-up actions all in one location, users can leverage dashboards and reports to monitor performance and predict revenue. The shared contact history ensures continuity, so no one has to start over when a deal is transferred. The platform integrates email marketing, quoting, and payment processing, streamlining the entire sales journey. Additionally, a dedicated Account Manager is available to maximize the benefits of all features for your team.

Retail CRM

Retailers achieve success by transforming one-time shoppers into loyal patrons. Act! consolidates customer contacts and their purchase histories in a single platform, enabling you to tailor offers and connect at the optimal moment. Launch email marketing campaigns for special promotions and events, collect insights through surveys, and categorize customers using dynamic groups. Integrate Shopify and BigCommerce order data into Act! with Zapier, allowing your sales information and marketing efforts to work in harmony.

Restaurant CRM

Restaurants and food establishments thrive by building a loyal customer base, securing catering contracts, and forging strong relationships within the community. Act! consolidates all guest, catering, and vendor information in one central location, providing a complete history and reminders for follow-up actions. You can launch email marketing campaigns to promote specials and upcoming events, gather customer feedback through surveys, and manage catering and event requests via web forms. Additionally, the platform offers online appointment scheduling, allowing clients to effortlessly arrange tastings or consultations.

Pharma CRM

Sales teams in the pharmaceutical and life sciences sectors depend on robust connections with healthcare providers, partners, and distributors. Act! consolidates contacts, meetings, and notes into a single platform, ensuring representatives are well-prepared for each appointment. The tool allows users to monitor opportunities via a graphical pipeline, set up follow-up reminders automatically, and access the Act! Companion mobile app while on the go. Act! adheres to SOC 2 compliance standards and provides options for both cloud and on-premises deployment, along with complimentary onboarding and a dedicated Account Manager to support users.

Opportunity Management

Act! streamlines opportunity management for small enterprises. Effortlessly generate opportunities from your contacts or submissions via web forms, navigate them through various pipeline phases, and designate specific next actions and responsible individuals. Instantly view deal worth, stage progression, and anticipated closing dates, and leverage dashboards for revenue forecasting. Generate dynamic quotes that customers can easily accept and pay online, while automated reminders ensure that every transaction progresses smoothly.

Mortgage CRM

Mortgage experts secure clients primarily via referrals, prompt follow-ups, and building trust. Act! provides a centralized platform for managing borrowers, referral partners, and real estate agents, ensuring access to comprehensive contact histories and automated reminders for important dates. Users can monitor loans through a visual pipeline, keep in touch with former clients via automated email marketing, and gather new leads through web forms. Act! is SOC 2 compliant and offers complimentary onboarding along with a dedicated Account Manager for each subscription plan.

Marketing CRM

Act! integrates customer relationship management (CRM) and marketing functionalities into a single platform designed specifically for small enterprises. It offers a suite of features including email marketing, automated drip campaigns, landing page creation, web forms, surveys, and event organization, all linked to your contact database. This seamless connection allows the marketing team to track which campaigns lead to actual sales, while the sales team can view the engagement history of each lead prior to their initial outreach. Additionally, the pricing structure is based on the number of users rather than the number of contacts, ensuring that expanding your audience does not increase your costs.

Manufacturing CRM

Producers depend on enduring partnerships with distributors, retailers, and B2B clients. Act! consolidates all accounts, contacts, and interactions into a single platform, enabling sales and service teams to access comprehensive histories. Monitor quotes and prospects via a visual sales pipeline, dispatch interactive quotes that customers can approve online, and establish reminders for reorders and follow-ups. Dashboards provide a quick overview of your pipeline and activities, while a dedicated Account Manager customizes Act! to align with your sales methodology.

Law Firm Marketing

Act! provides a comprehensive solution for law firms to enhance their marketing efforts and cultivate referral relationships all in one place. Utilize integrated email marketing to distribute newsletters and practice updates, generate leads through web forms and landing pages, and maintain engagement with referral sources through automated follow-up messages. Each inquiry and response from campaigns is linked to the corresponding contact record, allowing you to track which strategies attract new clients. With complimentary onboarding and a dedicated Account Manager, you'll have the support needed to hit the ground running.

Hedge Fund CRM

Investment companies and asset managers rely on well-structured and private relationship information. Act! consolidates investors, potential clients, and collaborators in a single platform, providing comprehensive contact records, meeting summaries, and reminders for follow-ups. You can categorize contacts into dynamic groups and deliver focused updates via email marketing campaigns. For firms seeking complete authority over their data, Act! Premium Desktop operates on-site, ensuring adherence to SOC 2 standards. A personal Account Manager is available to customize Act! according to your firm's specific needs.

Distribution CRM

Distributors and wholesalers rely heavily on maintaining robust connections with their suppliers, dealers, and customers. Act! ensures that all accounts and contacts are meticulously organized, providing a comprehensive record of calls, emails, and meetings. You can monitor quotes and orders as potential opportunities within a visual pipeline, establish reminders for reorders and account evaluations, and dispatch email updates to targeted customer segments. Additionally, the Act! Companion mobile application allows sales representatives to access account information conveniently while on the go.

Banking CRM

Community banks and credit unions foster customer loyalty by providing personalized service. Act! consolidates customer and member interactions, conversations, and follow-ups into a single platform, ensuring that each banker can access the complete relationship history. Users can categorize clients using dynamic groups, launch targeted email marketing campaigns, and set up reminders for assessments and renewals. Act! also adheres to SOC 2 compliance standards and offers on-premises deployment options via Act! Premium Desktop for organizations that require comprehensive data management control.

B2B Sales Tools

Act! provides B2B sales teams with a comprehensive solution that consolidates key functionalities into a single platform. It includes features such as managing contacts and accounts, a visual representation of the sales pipeline, activity monitoring, handling quotes and payments, along with integrated email marketing. Users can easily log emails from Outlook using the Act! Sidebar, make calls and send texts directly from customer profiles with the RingCentral integration (available in Professional and Ultimate plans), and link additional applications via Zapier. Managers can stay updated through intuitive dashboards, while complimentary onboarding and a dedicated Account Manager ensure your team can hit the ground running.

Act! Customer Reviews

Write a Review
  • Reviewer Name: Eugene S.
    Position: Agency Principal
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 4 out of 5 stars
    Ease Of Use 4 out of 5 stars
    Cost 4 out of 5 stars
    Customer Service 3 out of 5 stars
    Would you Recommend to Others? 8 out of 10

    Act

    4 out of 5 stars Date: Feb 08 2023
    Summary

    This is our only experience with a CRM but this seems to take care of our needs. I wish the architecture was directed a little more to the insurance field.

    Positive

    Support is usually very prompt. They have a good reputation and the stability of the software has been acceptable.

    Negative

    The total cost of usage. The structure is really not suited for the Insurance field.

    Read More...
    Official Act! Response
    Date: Feb 14 2023
    Hi Eugene! We are happy to hear that Act!'s Support team has been helpful to you! We devote a lot of resources to Customer Success because we know it’s critical to our customers. In addition, we appreciate your feedback regarding insurance customizations and invite you to please submit a feature request letting us know what you'd like included by visiting this URL. Thank you again for your feedback. https://actlink.info/40XVmWQ
  • Reviewer Name: Cheri T.
    Position: Administrative Assistant / Office Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you 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...
    Official Act! 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!
  • Reviewer Name: A Verified Reviewer
    Position: Vice President/Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 4 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 3 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 9 out of 10

    Ideal CRM system for any Business

    5 out of 5 stars Updated: 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...
    Official Act! 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!
  • Reviewer Name: A Verified Reviewer
    Position: Retired
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set 4 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 2 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you 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...
    Official Act! 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!
  • Reviewer Name: William S.
    Position: President
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 4 out of 5 stars
    Ease Of Use 4 out of 5 stars
    Cost 4 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you 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...
    Official Act! 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!
  • Reviewer Name: A Verified Reviewer
    Position: President
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 2 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you 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...
    Official Act! 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!
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you 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...
    Official Act! 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/
  • Reviewer Name: Gil D.
    Position: Director of Sales
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Best sales tool

    5 out of 5 stars Date: Jun 15 2022
    Summary

    Awesome CRM. Great experience using it. Easy to customize and excellent customer support. Overall experience has been good. I have been using Act! for many years.

    Positive

    Great value. CRM as a total solution providing all the tools to stay connected to clients and prospects. Package includes full CRM and a top notch, easy-to-use a marketing automation application. Highly recommended for SMB and sales professionals. Cannot live without it now.

    Negative

    Templates for Marketing Automation could use more design options. However, this is not a major miss.

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  • Reviewer Name: A Verified Reviewer
    Position: Senior Project Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Robust and Reliable CRM

    5 out of 5 stars Date: Nov 07 2022
    Summary

    Overall, Act! CRM is a pretty robust customer relationship management product. It helps to enhance productivity and shares a more clear sales pipeline overview. The project report it shares is highly informative.

    Positive

    Act! CRM provides well-gathered summaries of the project's performance. The user interface is clean and easy to understand. Easy to manage sales pipeline and process. Gives real-time alerts to approach leads. Marketing automation to save time.

    Negative

    It has less integration support with other marketing products.

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    Official Act! Response
    Date: Nov 07 2022
    Thank you for taking the time to share that Act! is making your workday a little easier. We love hearing from our customers and appreciate you sharing your feedback - this made our day!
  • Reviewer Name: A Verified Reviewer
    Position: General Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 2 out of 5 stars
    Layout 2 out of 5 stars
    Ease Of Use 4 out of 5 stars
    Cost 1 out of 5 stars
    Customer Service 1 out of 5 stars
    Would you Recommend to Others? 3 out of 10

    Lagging in features, leading in raising prices. Wouldn't recommend.

    2 out of 5 stars Updated: Feb 20 2020
    Summary

    Find another solution. For the amount they want to charge there are better products with better support and a wider range of features, especially when you consider current pricing is higher than most competitors for less functionaly.

    We've paid for most recent upgrade but will be migrating to another product in the near future. Frankly, after 20 and some odd years of using the product, I can't imagine that Swiftpage will still be around in 5 years.

    Positive

    We've used ACT at work since 1993 and have seen it go through many changes. It was a good central database to log contacts, companies and the interactions with them.

    Negative

    The last few years, improvements are focused more on "add-on services" that will increase revenue for Swiftpage and NOT on fixing bugs or improving functionality and speed. (For example, attachments are impossible to move because paths are hard-coded, but this hasn't been fixed in years). Most importantly they REALLY REALLY want to get customers for the higher monthly fee subscriptions .. to the point where they handicap the base "pro" product, and are discontinuing it and moving to [high-priced] subscription only in 2020. Pricing is, in some cases HIGHER than Salesforce.com, for example, but for much less functionality.

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    Official Act! Response
    Date: Feb 14 2023
    We always appreciate hearing from our customers and thank you for your feedback. We are sorry to hear that you are unhappy with Act!’s pricing and we hope you’ll take another look and see that our pricing is significantly lower than our competitors. Act! Premium is a feature-rich CRM and marketing automation solution currently starting at only $30/user/mo vs. Salesforce at $150, SugarCRM at $85, and Keap at $149, that’s a 75% combined savings with Act!. Check out https://www.act.com/pricing/ to see our latest features and pricing.