Act! background blur-sm
Act! CRM Software logo
Act!
Make great customer relationships an everyday reality.
3.9

( 434 )

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Act! Reviews: 3.9/5 — Good for the Price

Act! Overview
What is Act!?

Act! is one of the pioneer brands in its space that evolved into a customer relationship management platform, and cloud-app with a browser-based front end. It offers an integrated email marketing platform that is ideal for small to mid-sized companies. The software also has an easy-to-use dashboard designer with a good marketing automation workflow builder.

Company Swiftpage
Year founded 2001
Company size 51-200 employees
Headquarters Denver, Colorado, United States
Social Media
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Ask Questions about Act!
What Act! is best for?
How does Act! compare to Lighthouse?
What are the pros and cons of Act!?
Act! Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone, On-Premise Linux
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Act! Features
Activity Tracking (calls, emails, meetings)
AI assistance (summaries, signal detection, scoring)
AI Call/Text Automations / Virtual Agent
AI Lead Scoring
API Access
API Access / Integration / Open APIs
API / SDK / integrations
API / Webhooks / Integrations
Appointment Scheduling
Automated workflows / task automation
Automation / Workflow Rules / Triggers
Bulk / Mass Email / Outreach
Act! Media
Act! video thumbnail
Act! - Act! Homepage
Act! Screenshots
Act! Homepage
Act! Homepage
Act! Expert Review

Act! sells three cloud tiers at $30, $45, and $60 per user, and what actually separates them is how many marketing emails you can send. Standard allows 2,500 a month, Professional 25,000, and Ultimate 50,000. The CRM underneath is broadly the same product throughout. Understand that and the pricing page stops looking like a capability ladder and starts looking like what it is — an email volume plan with a CRM attached.

  • What it is: A long-established CRM for small and mid-sized businesses, bundling contact management with email marketing and, unusually, still offering an on-premise option.
  • Best for: Small businesses that want CRM and email marketing from one vendor, and organizations with a genuine need to host data themselves.
  • Pricing: Cloud Standard $30, Professional $45, Ultimate $60 per user monthly, billed annually. Premium Desktop $39. Verified July 2026.
  • The honest catch: Premium Desktop costs $39 — more than the $30 entry cloud plan — so choosing on-premise is a premium, not a saving.

What Is Act!?

Act! is one of the oldest names in contact management, dating to the late 1980s and passing through several owners since. That history explains both its strengths and its reputation: it is deeply featured and genuinely mature, and it carries an interface lineage that reviewers routinely describe as dated next to newer competitors.

What distinguishes it in 2026 is scope. Most CRMs at this price handle contacts, deals, and activities and expect you to buy email marketing separately. Act! bundles both, and at the higher tiers adds marketing automation, lead scoring, quotes and payments, appointment scheduling, forms and surveys, website chat, event management, project management, and accounting integration. For a small business that would otherwise assemble four subscriptions, that consolidation is the real argument.

It is also one of very few CRMs still selling a genuine on-premise product. Act! Premium Desktop runs on your own infrastructure with networked access, which matters to businesses with data residency requirements or a firm preference for not putting their customer list in someone else’s cloud.

How Act! Works

  • Cloud or desktop. Act! Advantage is the hosted line; Act! Premium Desktop is installed and managed by you.
  • Email sends as the metering dimension. 2,500, 25,000, or 50,000 per month by tier — the clearest differentiator between plans.
  • Contact and pipeline management. The core CRM, full-featured on every tier including the cheapest.
  • Bundled marketing. Campaigns and nurture sequences from Professional, full marketing automation with lead scoring on Ultimate.
  • Quotes, scheduling, forms, and chat. Standard versions from the entry plan, advanced versions from Professional.
  • Cloud storage by tier. 15 GB, 25 GB, and 35 GB respectively.

Act! Pricing

Captured from Act!’s pricing page in July 2026, in US dollars. All plans bill annually.

Act!’s pricing page showing the feature ladder across Advantage Standard, Professional and Ultimate, with email send allowances of 2,500, 25,000 and 50,000 per month.

Plan Price/user/mo Email sends/mo Storage Key additions
Cloud Standard $30 2,500 15 GB Full CRM, mobile app, Office 365 and Gmail, standard quotes, forms, chat
Premium Desktop $39 On your servers On-premise deployment with networked access
Cloud Professional $45 25,000 25 GB AI writing assistant, nurture marketing, accounting integration, project management
Cloud Ultimate $60 50,000 35 GB Marketing automation, lead scoring, customer portal, custom industry tables

Bar chart of Act! pricing: Cloud Standard $30 with 2,500 monthly email sends, Premium Desktop $39, Cloud Professional $45 with 25,000 sends, and Cloud Ultimate $60 with 50,000 sends.

What this means for your decision:

  • The upgrade trigger is email volume, not CRM capability. Standard is described as a “full-featured CRM,” and it is. If you send 2,000 marketing emails a month, Professional’s extra $15 per user buys you send headroom and some marketing tooling, not a better CRM. Work out your send volume first — it is the number that picks your tier.
  • 2,500 sends is genuinely tight. A list of 1,000 contacts emailed twice a month exhausts it. Any business doing real email marketing lands on Professional, making $45 the practical entry price.
  • Desktop costs more than entry cloud. $39 against $30. On-premise is often assumed to be the cheaper, no-frills option; here it is a deliberate premium for control. Choose it because you need to hold the data, not to save money.
  • Everything is billed annually. There is no monthly option advertised, so the free trial is the only low-commitment evaluation.
  • Per-user pricing compounds normally. Five users on Professional is $225 a month, ten on Ultimate is $600.
  • Consolidation is the value case. At $45 per user you are getting CRM, email marketing, quotes, scheduling, forms, surveys, chat, and project management. Assembled separately from best-in-class tools, that stack costs considerably more.

Who Should Use Act!

  • Small businesses wanting one vendor. The clearest case. CRM plus email marketing plus quoting from a single subscription genuinely simplifies both billing and integration.
  • Organizations needing on-premise. Act! Premium Desktop is a rare option in a category that has almost entirely moved to cloud.
  • Established businesses with existing Act! data. Decades of contact history is a real reason to stay, and migration is genuinely painful.
  • Teams doing moderate email marketing. Professional’s 25,000 sends covers most small-business campaigning without a separate platform.

It fits poorly for teams that prize interface quality, where Pipedrive and monday CRM are markedly more pleasant; for businesses wanting a free tier, which HubSpot CRM and Zoho CRM provide; and for sales-led organizations needing deep pipeline analytics, where dedicated sales CRMs go further.

Honest Pros and Cons

Strengths

  • Genuine breadth. CRM, email marketing, quotes, scheduling, forms, chat, and project management in one subscription.
  • Full CRM on the entry plan. The cheapest tier is not a crippled version of the product.
  • On-premise option. Rare, and decisive for organizations with data residency requirements.
  • Mature and stable. Decades of development show in feature depth.
  • Bundled marketing automation. Lead scoring and progressive profiling at Ultimate, without a separate platform.
  • Dedicated onboarding specialist included from the entry tier.

Limitations

  • The interface shows its age. The most consistent criticism, particularly against newer competitors.
  • Tight email allowance at entry. 2,500 sends pushes most marketing-active businesses to $45.
  • Desktop costs more than entry cloud. $39 versus $30, which surprises buyers expecting on-premise to be cheaper.
  • Annual billing only. No monthly option for a low-commitment start.
  • No free tier. Where several major competitors offer one.
  • Bundled tools are adequate, not best-in-class. The forms, chat, and project management are convenient rather than excellent.

Act! Alternatives and How It Compares

  • Zoho CRM is substantially cheaper with a free tier, and far stronger if you use other Zoho applications.
  • HubSpot CRM has a genuinely free CRM tier and a more modern interface, with costs rising sharply as you add marketing.
  • Pipedrive is the better sales-focused pipeline tool, with a cleaner interface and less bundled marketing.
  • Keap is the closest philosophical competitor — CRM plus marketing automation for small business — at a higher price.
  • Insightly combines CRM with project delivery, which suits services businesses.
  • Freshsales and monday CRM are the modern-interface options at comparable cost.

For a broader survey, browse our CRM directory.

The Verdict

Act! is a consolidation play, and judged on those terms it holds up. For $45 per user a small business gets a full CRM, 25,000 monthly marketing emails, quotes and payments, appointment scheduling, forms and surveys, website chat, event management, project management, and accounting integration. Buying those capabilities separately from category leaders would cost noticeably more and require the integrations to be your problem. If you want one vendor, one invoice, and one support number, that is a legitimate and underrated reason to choose it.

The way to price it correctly is to start from email volume rather than user count. Standard at $30 includes the full CRM, so the $15 step to Professional is buying send headroom — from 2,500 to 25,000 a month — plus marketing tooling. A business emailing a list of a thousand contacts twice a month has already exhausted Standard, which makes $45 the realistic entry point for anyone doing marketing at all. Conversely, if you genuinely only need contact and pipeline management, Standard is a complete CRM and there is no reason to move up.

Two honest caveats. The interface is the most consistent criticism in reviews, and if your team has used Pipedrive or monday, Act! will feel dated — that is a real cost in daily use, even if the functionality is there. And note that Premium Desktop at $39 costs more than entry cloud at $30; on-premise here is a deliberate premium for holding your own data, not a budget option. Choose it for control, and if control is not your requirement, the cloud plans are both cheaper and less work.

FAQ

How much does Act! cost?

Act! Advantage cloud plans are $30 per user per month for Standard, $45 for Professional, and $60 for Ultimate, all billed annually. Act! Premium Desktop, the on-premise option, is $39 per user per month. Prices were captured from Act!’s pricing page in July 2026 in US dollars. A free trial is available; there is no free tier.

What is the difference between Act! plans?

Primarily email send volume and bundled marketing. Standard includes the full CRM with 2,500 monthly sends and 15 GB storage. Professional raises that to 25,000 sends and adds an AI writing assistant, nurture marketing, accounting integration, and project management. Ultimate provides 50,000 sends plus marketing automation, lead scoring, a customer portal, and custom industry tables. The core CRM is full-featured on every tier.

Is Act! Desktop cheaper than Act! Cloud?

No — it costs more. Act! Premium Desktop is $39 per user per month against $30 for the entry cloud plan. On-premise deployment here is a premium option for organizations that need to host their own data, rather than a budget alternative. It also means you take on hosting, backups, and updates yourself, which the cloud plans include.

Is Act! still a good CRM in 2026?

It remains functional and unusually broad, bundling CRM with email marketing, quoting, scheduling, and project management in a way few competitors match at the price. Its weakness is the interface, which reviewers consistently describe as dated relative to newer tools. It suits businesses valuing breadth and vendor consolidation over daily polish, and existing Act! customers with substantial contact history.

What is Act! best for?

Small and mid-sized businesses that want CRM and email marketing from one vendor rather than assembling a stack, and organizations with a genuine requirement to host customer data on their own infrastructure. It is a weaker fit for teams prioritising interface quality, for anyone wanting a free tier, and for sales-led organizations needing deep pipeline analytics.

Last reviewed: · Our methodology
Founder & Software Review Editor
Axel Grubba is the founder of Findstack, a B2B software comparison platform, with his background spanning management consulting and venture capital where he invested in software. Recently, Axel has developed a passion for coding and enjoys traveling when he is not building and improving Findstack.
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Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: September 02, 2026
Act! CRM Software logo
434 Act! Reviews
3.9 out of 5
Mid Market (51-1000 emp.)
Jun 19, 2018
 Source
Overall Rating:
5.0
BH
Bruce H.
Principal
Share
"Small Business"
What do you like best about Act!?

The service has improved significantly, fast response time, pleasant people. I'm going to call right after this survey just to chat with customer service.

What do you dislike about Act!?

I don't spend more time learning how to more effectively use ACT.

What problems is Act! solving and how is that benefiting you?

Sometimes there are issues with the syncing between our ACT and Microsoft Outlook.

Small Business (50 or fewer emp.)
Jun 14, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"A Great CRM"
What do you like best about Act!?

ACT allows me to record activities, encourage me to make calls and send follow up emails and stay in touch. It also allows me to sort by a myriad of criteria to help me located or identify selected contacts..

What do you dislike about Act!?

ACT syncs badly with Outlook and that makes keeping my iPhone and iPad contact lists current. We have almost 18,000 contacts and some ACT search functions are slow.

What problems is Act! solving and how is that benefiting you?

Keeping in touch with referral sources and reminders to stay in touch with existing clients.

Small Business (50 or fewer emp.)
Jun 05, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great flexible software and reliable"
What do you like best about Act!?

I like the helpful courteous tech support especially act has become more complicated to install and to get in trouble with. Mostly in the morning, they're always there patiently making sure our lives and business are less stressful and organized than ever.

What do you dislike about Act!?

Swiftpage E-marketing as part of it seems obsolete.

What problems is Act! solving and how is that benefiting you?

Database, History and opportunities. In my life in sales, these functionalities are absolutely necessary.

Small Business (50 or fewer emp.)
May 17, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Exceptional Support Experience"
What do you like best about Act!?

I needed some assistance with ACT. The tech logged into my computer and fixed my issue and volunteered to update the version. A nice bonus for me. After more than 15 years using the program, I still think it is the best contact manager for my business.

What do you dislike about Act!?

I was happy that there was no part of the session that was a problem.

What problems is Act! solving and how is that benefiting you?

I use Act every day. I've used it since it was first released about 2003 in DOS!

Small Business (50 or fewer emp.)
May 15, 2018
 Source
Overall Rating:
5.0
JM
Jennie M.
Independent Business Owner
Share
"Excellent communication skills and problem solved in a timely manner"
What do you like best about Act!?

Professionalism and experienced technical support. Willingness to help with no impatience. I always can depend on the Technician being very knowledgeable and easy to deal with. My problem is always resolved with as little effort on my part as possible. I use Act for all my databases and emails. I truly believe it to be the best program for business needs.

What do you dislike about Act!?

I had to purchase another support contract because the one I bought in 2017 had just expired. I paid for a year's support and only used it once. I was on hold for the sales department for a long time and an even longer hold for the technician. He had me download a remote program so that he could access my computer and that took longer than I expected. I am very satisfied with the results but i don't like having to pay and then not need it but the one time.

What problems is Act! solving and how is that benefiting you?

SQL disables after any Windows 10 upgrade. The benefit is knowing the ACT technician will get it corrected.

Small Business (50 or fewer emp.)
Apr 26, 2018
 Source
Overall Rating:
5.0
BB
Brian B.
Founder
Share
"Great Product - Better Service"
What do you like best about Act!?

ACT is a fantastic CRM - but the customer service is even better. If I need help with ACT, all I have to do is call and ask. Someone is usually on the phone with me within a few minutes and quickly answers my questions. No software is perfect, but it's nice to know a HUMAN in there to help me.

What do you dislike about Act!?

Of course it would be nice to talk to someone without a heavy Indian accent, but my most recent interaction was fantastic and I could easily understand the technician helping me.

What problems is Act! solving and how is that benefiting you?

Tracking prospects and managing my calendar. Benefit is not having to worry about missing a contact and being able to manage my pipeline at the touch of a button.

Small Business (50 or fewer emp.)
Mar 06, 2018
 Source
Overall Rating:
5.0
BM
Bob M.
Founder
Share
"Using Act since 1995"
What do you like best about Act!?

It is a great time saver for organizing information, sending letters etc Map lookup

What do you dislike about Act!?

Not too much. A lot of improvements have been made. I would like to see some weekend support hours.. I've reported several problems and they have been corrected

What problems is Act! solving and how is that benefiting you?

E-mail bulk mailing, Letters, contracts, phone # lookup is great. Elimination of paper & notes.

Small Business (50 or fewer emp.)
Feb 26, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"The Best Contact Management Program"
What do you like best about Act!?

Never feeling lost in working within Act with their awesome customer support. Love the lay out.

What do you dislike about Act!?

Updates sometimes can be extremely irritated, without knowing about them. Need to expand support to 24/7

What problems is Act! solving and how is that benefiting you?

Since I have multiple business, having separate data bases. Keeping me on target with appointments that are sometimes set 2-3 months out.

Small Business (50 or fewer emp.)
Feb 26, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent Service - Knowledgeable with ACT and with Microsoft Windows and Office Integration"
What do you like best about Act!?

Jeff, the technician was very knowledgeable about the recent Windows-10 Update and the Office update. The issues were clearly identified, not only was the ACT problem solved, but it solved additional issues with other applications using Windows Services in Word

What do you dislike about Act!?

In this case, nothing. The service was more than spot on.

What problems is Act! solving and how is that benefiting you?

I use ACT as my CRM tool for my business. I also use the eMail marketing program that interacts directly with ACT and my website.

Small Business (50 or fewer emp.)
Feb 22, 2018
 Source
Overall Rating:
5.0
SH
Sheila H.
Chief Operations Officer
Share
"So quick - so easy - so efficient!"
What do you like best about Act!?

ACT! is the way to go for any Client Management system. It provides everything you could possibly want to organize, communicate, and keep track of information in a safe, guarded, and effective manner. I've been using ACT! for only the past 2 years and am finding out new uses for it to help our business - WOW!

What do you dislike about Act!?

Honestly, I haven't found anything I don't like about it yet. There is just so much it can do - I feel I've barely scratched the surface.

What problems is Act! solving and how is that benefiting you?

Communications, organization of client data. We now have the ability to send to a select few or to a large group e-blasts, newsletters, birthday - anniversary - wedding cards. It also allows me to sync the calendars in the office with my outlook so I know who is doing what without having to go into ACT! every time to check.

Small Business (50 or fewer emp.)
Feb 20, 2018
 Source
Overall Rating:
5.0
TB
Todd B.
President
Share
"Act Premium Support"
What do you like best about Act!?

I use Act Premium Support - I recently bought a new computer and needed assistance n transfering data and setting up sync. The tech took over and not only set up new computer but also updated Main computer and new to 20.0 Great job and no frustration on my end.

What do you dislike about Act!?

I don't have enough time to use and explore all the advantages of using Act.

What problems is Act! solving and how is that benefiting you?

Contacting multiple people at once. Emails Etc. Customer trace-ability.

Small Business (50 or fewer emp.)
Jan 31, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great Way to Keep Customer Records Straight"
What do you like best about Act!?

Endless customization options allow us to keep what we want and do away with what we do not. There is also a lot of support online for troubleshooting and/ or tutorials.

What do you dislike about Act!?

Editing multiple records at the same time can be done but it is a bit tricky.

What problems is Act! solving and how is that benefiting you?

Keeping customer records and notes straight. Entering order notes.

Small Business (50 or fewer emp.)
Jan 27, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"great product"
What do you like best about Act!?

Search the entire database for any word in my entire database, very useful indeed

What do you dislike about Act!?

"Notes" and "History" are on two separate tabs. , Very inconvenient for me. In older versions, they were together, much better

What problems is Act! solving and how is that benefiting you?

Keep track of all my conversations with the parents of my school and my vendors

Small Business (50 or fewer emp.)
Jan 26, 2018
 Source
Overall Rating:
5.0
SA
Sf A.
Transportation Coordinator
Share
"Swiftpage - Act Review"
What do you like best about Act!?

The software is so each to manage - we are able to use a shared database and our in office and mobile users are able to have instant communication.

What do you dislike about Act!?

We truly like the product - and use their knowledge base system frequently. Would like to be able to have access to pull back an email campaign within minutes after it is sent.

What problems is Act! solving and how is that benefiting you?

It is used for both our CRM and Email Marketing. It gives us instant details and keeps our team of users in the know on each customer. We get a great return on our email campaigns too.

Small Business (50 or fewer emp.)
Jan 23, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great customer database"
What do you like best about Act!?

I have one relatively easy to use repository for customer information. The reporting searches are relatively easy, as well.

What do you dislike about Act!?

It is difficult to change the layout if I want to add more fields to my main layout.

What problems is Act! solving and how is that benefiting you?

Ability to keep track or various customers. The benefits amount to knowing when they are up for annual reviews, or when they hit a milestone and must be contacted to insure IRS compliance.

Small Business (50 or fewer emp.)
Jan 23, 2018
 Source
Overall Rating:
5.0
AP
Andrea P.
Writer/Consultant
Share
"I wouldn't be as successful without this tool"
What do you like best about Act!?

I can score leads and schedule a marketing plan based on that score. The automatic alerts tell me what to do when. All the contact info is safely stored and easily searchable. I also appreciate being able to view the entire history of interactions with each contact.

What do you dislike about Act!?

I get a weird error message every time I start up the program and a different one when I exit it.

What problems is Act! solving and how is that benefiting you?

Lead gen, lead nurturing. I couldn't really do business the way I do without this tool. I would recommend it to anyone who runs regular lead gen and marketing campaigns.

Mid Market (51-1000 emp.)
Jan 23, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Swiftpage ACT is easy to use and provides one-click searches by company name or location"
What do you like best about Act!?

Setting up TASK for re-call customer reminders according to priority and timing for industries who have date-specific sales planning (according to customers' needs)

What do you dislike about Act!?

When using TASK, once a record is handled, it takes you back up to the top of the list instead of picking up where you left off....... Synchronization only happens up to the web for one user. It would be helpful (especially when one individual is using two computers that it synchonizes up to the web and back down to the remote PC's used by the individual.

What problems is Act! solving and how is that benefiting you?

It is far and away better than other CRM software that I've used over the years. The export function enables and easy print out of a field guide by company name and geography for quick reference.

Small Business (50 or fewer emp.)
Jan 19, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great interface with tons of tools"
What do you like best about Act!?

I like the search engine that can be used by simply searching with a phone number. This gives me the flexibility of looking someone up FAST!

What do you dislike about Act!?

I dislike the interface that is very outdated and feels like DOS. Needs to be brought ot the 21st century

What problems is Act! solving and how is that benefiting you?

Keeping track of all customer orders and stages of them. With the reminders popping directly in front of me this makes me do it right then. Being able to email right from a list of pre written emails really saves time.

Small Business (50 or fewer emp.)
Jan 18, 2018
 Source
Overall Rating:
5.0
QM
Quentin M.
Certified Senior Health Coach/Ceo
Share
"Good to Great"
What do you like best about Act!?

No complications no downtime. For a small company the price is right

What do you dislike about Act!?

Outlook Integration, I thought the 64 bit would do it

What problems is Act! solving and how is that benefiting you?

CRM anywhere I go

Small Business (50 or fewer emp.)
Jan 18, 2018
 Source
Overall Rating:
5.0
PB
Pat B.
Founder
Share
"ACT has kept me on track for 20 years"
What do you like best about Act!?

Contact, calendar and task list are integrated and seamless. I've used Salesforce, and ACT is just as useful to me. The extra features in Salesforce only benefited management.

What do you dislike about Act!?

Multiple contacts at the same company could be better integrated.

What problems is Act! solving and how is that benefiting you?

Sales prospecting and customer follow up. Nobody slips through the cracks. I always know when to contact somebody, and I always know what our past discussions have been.

Small Business (50 or fewer emp.)
Jan 16, 2018
 Source
Overall Rating:
5.0
ES
Erik S.
Support Technician
Share
"Uncloud CRM"
What do you like best about Act!?

The fact that everything is going to the "cloud" is nice but sometimes I like to be able to use the software that I am paying/paid for where ever I am and ACT still allows you to do this, with their offline client.

What do you dislike about Act!?

The rare instances that I would like to be logged into 2 separate databases at the same time with in the same program or even in multiple instances of the program would be nice but with the offline this is not achievable (it is however doable if you use a mixture of either the cloud version and offline version or multiple tabs in the cloud version). The mobile app would also be really nice if it would work with custom virtual directories, as it sits right now you have to use the default APFW virtual directory which allows other customers using the web version to see what other databases are attached to that virtual directory possibly lessening customer anonymity.

What problems is Act! solving and how is that benefiting you?

Keeping all of my business contacts separate from my personal contacts.

Small Business (50 or fewer emp.)
Dec 16, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Act is the Best!!!"
What do you like best about Act!?

Being able to manipulate data in my Database. I love the way it integrates with the remote database on my laptop. I can be out doing sales calls on day. Keep all my notes and updates on my remote database. And then sync it to my main computer in the office. I use the exponencia auto-dialer and can make my calls using skype or majic jack. When on the road I have mounted my laptop in my car and can send them customized templated emails with pdf attached sales brouchures immediately using the hotspot on my phone about our meeting. That impresses a lot of clients. I can keep notes so I can have total recall of my last conversation with them. I can access their web page and their social media pages in tabs that make it very easy. And I can create limited custom fields and totally manipulate data in my database without programming. I can program in Access, but it's just not worth it because Act does is really easy. I've been using act since the beginning. I've looked at others, and keep up with the new web based browser systems, but none can offer the power of Act pro.

What do you dislike about Act!?

Used it from the beginning. Nothing!! Now Outlook on the other hand, is a pain. I've shut off the Outlook 2016 updates. I found I'd just get Act communicating well with outlook, and outlook would update it and mess everything all up. The only think I use outlook for is to send emails through act so I just stopped it from updating. That solved that problem.

What problems is Act! solving and how is that benefiting you?

All my sales contacts. I do all my marketing from ACT. I can manipulate the data in my database and set up very complex data pulls. I use the skype add it from exponencia that allows me to click a button and it auto dials a call. After the call, send a followup email, and the email and notes of the call are there forever. I keep abreast of the competition for act. Nothing comes close.

Mid Market (51-1000 emp.)
Nov 17, 2017
 Source
Overall Rating:
5.0
KD
Kearston D.
Sales Associate
Share
"A great way to organize all of your contacts"
What do you like best about Act!?

We have a large client base and it is a great way to keep track of our vendors, customers, and anyone we come into contact. It is one of the most helpful pieces of software we use in our office. It is very easy to update and add notes to each person in the database. I love the way you can sort contacts by groups so that if you aren't sure who you're looking for you can at least sort by industry.

What do you dislike about Act!?

I haven't yet found anything I dislike about the program. I would like to get more into the program itself but at this time I have not yet experienced any problems with it.

What problems is Act! solving and how is that benefiting you?

We are able to track movement of our customers from one place to the next which is extremely helpful in maintaining pricing and for what we do it is very important to track Technical Directors, Master Electricians, and other production personnel. We were able to create an email list for one of our events using the database and it was very helpful in finding customers whom we haven't spoken to in a while.

Small Business (50 or fewer emp.)
Nov 09, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Very Good"
What do you like best about Act!?

The ability to redesign database and add content.

What do you dislike about Act!?

Sometimes upgrades are not always compatible. Need to get a SQL mismatch solved.

What problems is Act! solving and how is that benefiting you?

Ability to plan and coordinate a sales process with easy scheduling and reminders

Small Business (50 or fewer emp.)
Nov 09, 2017
 Source
Overall Rating:
5.0
BJ
Bob J.
Founder
Share
"ACT is the BEST CRM. I've Used It For Over 20 Years!!"
What do you like best about Act!?

Act is GREAT software! There are so many features that totally ROCK!! First, I can almost totally manipulate my database right from within Act. I used to program in Dbase and Access. There is no need in Act. And then there is the remote database sync. I can be out on the road all day and when I get to the office I just sync it.

What do you dislike about Act!?

It would be more reliable to have your own word processor/email instead of Microsoft Outlook as the pass through. Act used to have it more integrated. Would love to have that brought up to speed. Microsoft just doesn't want to play nice too often.

What problems is Act! solving and how is that benefiting you?

I just don't drop appointments and prospects when my act is in service. It really matters. Again, it's great not to have to manipulate the data outside Act. Act pretty much has me covered.

Small Business (50 or fewer emp.)
Nov 08, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Free Administrative Hands!"
What do you like best about Act!?

ACT! serves the office as free support. When used with Activity Series and repetitive tasks - it's like having multiple staff members working in harmony.

What do you dislike about Act!?

Some functions are quirky and the report writing is a bit archaic.

What problems is Act! solving and how is that benefiting you?

Tasks are never lost, history on clients is always retrievable and systems are developed and honed.

Small Business (50 or fewer emp.)
Nov 08, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Everything in One Place"
What do you like best about Act!?

Very easy to use and invaluable when travelling .

What do you dislike about Act!?

Cannot export a proper telephone list as we could with Swift marketing

What problems is Act! solving and how is that benefiting you?

Mail shots, Easy to control output and transfer contacts between colleagues if necessary

Small Business (50 or fewer emp.)
Nov 07, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Powerful & amazing database management"
What do you like best about Act!?

Search criteria, grouping, templates, tech support is terrific.

What do you dislike about Act!?

Very complicated to customize reports; have to pay for a consultant; cost and aggravation.

What problems is Act! solving and how is that benefiting you?

STaying in touch with customers; building email and other mailing lists.

Small Business (50 or fewer emp.)
Nov 07, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent Product"
What do you like best about Act!?

The simplicity and ease of use plus the great customer service and back up

What do you dislike about Act!?

Nothing at all the product is well priced and the customer service is excellent

What problems is Act! solving and how is that benefiting you?

Saves a lot of time. Biggest benefit is time saving and control all in one place

Small Business (50 or fewer emp.)
Sep 07, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Fascinating way to organize"
What do you like best about Act!?

All the different AddOns available are so versatile to be able to work together with the Act! database but ultimately replace nearly every system you had been using previously and have them work together to save time.

What do you dislike about Act!?

Due to the variety of AddOns available, there are different teams of developers which can cause inconsistency in the self-help information available. This sometimes causes a simple query to have to be re-routed to a developer which can cause delay in resolution.

What problems is Act! solving and how is that benefiting you?

Helps organize customers and keeps track of communications/ progress in one simple area.