Act! CRM is a highly customizable CRM software that enables users to design the program based on their business needs by tailor-fitting workflow processes, setting security configurations, and removing features that they don’t find useful. It lets users access the app even when they are offline and automatically syncs the updates to the cloud once it connects to the internet. We compiled Act! CRM user reviews from our website and around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Summary of Act! CRM User Reviews
What Act! CRM Does Well
Users who gave Act! CRM a positive review said that its versatility and integrations are helpful in increasing their business productivity. They also shared how easy it is to streamline their operational processes using the app’s sales tracking and contact management features.
What Act! CRM Does Not Do Well
Users who gave Act! CRM a negative review complained about the program’s interface which can be difficult to navigate. They also reported its incompatibility with Mac.
Most Helpful Positive User Review
“I enjoy the versatility of the program as well as the many features it allows you to have within the software. The way that you are able to categorize your contacts is one of my most favorite features. I use this program daily to locate my business contacts and it is extremely useful.”
— Kearston Dillard-Scott
Most Helpful Negative User Review
“UI is not the best. Most of the functions are not intuitive and it does not work on OSx. I end up carrying two laptops around all the time — one for Act! and my Mac for everything else. I would not especially recommend this CRM to anyone just on the basis of the UI/UX. I do see that they have a web version now, but will have to wait for my company to upgrade to it.”
— Nirmohi Devasthale
Act! CRM Pricing
Act! CRM offers four paid subscription plans: Act! Pro ($299.99, one-time fee), Act! 365 ($10/user/month), Act! Premium ($35/user/month), and Act! Premium Plus ($45/user/month). The main difference between the monthly plans is the access to premium features such as Act! Insight, mobile app, Act! Connect, Act! Premium contact link, and more.
| Plans | ($/User/Month) | ($/User/Year) |
|---|---|---|
| Act! Pro (one-time fee) | ||
| Act! 365 | ||
| Act! Premium | (or $25/user/month) | |
| Act! Premium Plus | (or $35/user/month) |
Act! CRM Features
Check out the list below of some of Act! CRM’s features:
- Deal Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Sales Forecast and Reports: lets the user predict sales growth within an identified timeframe based on their average business performance.
- Contact Management: provides users with an organized directory of all their business contacts including their profile and contact information.
- Business Opportunity Tracking: displays the probability to close a deal or level of potential purchase from a customer.
- Activity and Task Management: enables users to track the progress of their various tasks and projects.
- Marketing Automation: gives users the ability to perform and automate repetitive tasks related to marketing such as sending email newsletters and managing social media.
- Mobile App: enables users to access the system anywhere using their mobile device.
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — In this guide, we answered questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compared Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
15 Ways to Improve Sales Performance — Sales performance is simply how efficient and effective your sales team is at generating sales revenue. In this guide, we discussed why it is important to use your small business sales CRM properly.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Act! CRM FAQ
Does Act! CRM offer a free trial or demo?
Yes. Interested users can request for a demo or sign up for a 14-day free trial on the company’s website.
What other solutions does Act! CRM offer?
Act! CRM offers users with various solutions such as Act! eMarketing (email templates and tracking), Act! Connect (third-party integrations), and Act! Companion (mobile app).
Does Act! CRM offer exclusive membership benefits?
Yes. Act! CRM has a solution called Act! Insider which provides users with product upgrades, customer success resources, and bonus integrations.
Act! CRM Overview Video
This video provides an overall background on what Act! CRM can do to help businesses efficiently manage their relationship with their customers.
Popular Integrations
When choosing a CRM software, it’s important that the system integrates with other applications your business is currently using. Here is a list of some of Act! CRM’s popular integrations:
Top Act! CRM Alternatives
Not sure if Act! CRM is the right fit for you? Read our reviews of all top CRM software for comparison or check out one of these three Act! CRM competitors.
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Rachel (Gershonowitz) Goldner
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
The company has managed to ensure that all jobs are linked on both ends – from the purchases our company does in order to sell the product to the next company. This ensures that when one tries to bill for x sale they can ensure that all purchase orders were already paid off, what the amounts were (in order to ensure that the company isn’t losing money on the sale), and if the company has indeed profited from this sale. Furthermore, this program has allowed all employees to be synced and capable of knowing each other’s moves as they make it. This program has helped my company greatly, as we rely on it for almost all aspects of our business.
It seems like there is an issue when a computer doesn’t have that much space, act! can cause issues and slow down the entire computer, thus stopping all other work from getting done on that particular computer. I have had multiple experiences with my computer needed to be rebooted because of an issue with act!.
I wish I had realized the need for the computers to either be upgraded or cleaned of needless files. Then I could have avoided the issues I had from the computers working sluggishly and the time spent trying to figure out the problem.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Kearston Dillard-Scott
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
I enjoy the versatility of the program as well as the many features it allows you to have within the software. The way that you are able to categorize your contacts is one of my most favorite features. I use this program daily to locate my business contacts and it is extremely useful.
I have not yet run into a problem with this software.
I do not purchase the software, it is used throughout my organization.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Nirmohi Devasthale
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
The one-time fee, responsive support team, customizable CRM. Keeps a record of all communication with clients if linked to Outlook.
UI is not the best. Most of the functions are not intuitive and it does not work on OSX. I end up carrying two laptops around all the time, one for Act and my mac for everything else. I would not especially recommend this CRM to anyone just on the basis of the UI/UX. I do see that they have a web version now, but will have to wait for my company to upgrade to it.
Maybe that we’d have users that prefer OSX over Windows. I don’t see the urgent need to switch to a different CRM though, now that we’re used to its functioning.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Lloyd Maus
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
I believe the company understands all business ‘s basic needs for history, grouping clients and maintaining records of past success and failures. My history of each client is priceless in my business.
I have had only positive results from using the ACT! program.
I have been a user of ACT! since the early ’90’s. They were a start up business at the time and I was new to the Real Estate business. At that time there were many companies trying to establish proprietary software for Realtors. ACT! was a generic program with a Real Estate Add on to adapt the program for the Real Estate industry. Over the years the program was enhanced and features were added to aid the user in their quest for stability, ease of use and history at the user’s finger tips.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Gigi Greene
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
It’s a huge database with lots of subcategories and ways to sort your different contacts. The fact that you can hook it up to work with Swiftmail and Outlook is also convenient.
It’s not a fantastic program. There are a lot of bugs, and it often glitches and crashes. It’s not particularly intuitive, and basic functions (such as emailing a group) are sometimes hard to find. Additionally, it’s not the most beautiful program – it’s a bit of an eyesore (too much information in too many places) and looks a bit outdated.
I’ve worked with other CRMs in the past, and this isn’t the most user-friendly program I’ve worked with. I wish I had known that there were going to be so many glitches and that the program was a little funky to work with. It’s a slow, clunky system and updates are few and far between.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.