
About Act!
Act! Premium is a powerful, all-in-one CRM and Marketing Automation tool that empowers today’s small and midsize businesses to market better, sell more and create customers for life. Act! offers unparalleled customizability and flexibility and accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment with Desktop Sync for maximum flexibility! With Act!, you can customize your CRM to fit your specific business or industry processes or workflows. The possibilities with Act! Premium are limitless.
Key benefits of Act!
Better marketing. Attract and engage prospects and existing customers. Set your brand apart with personalized campaigns and landing pages you build using turnkey templates. Automated workflows make it easy to stay engaged with prospects and customers. Know what’s working and how to prioritize your follow-up with actionable results.
More sales. Close opportunities faster and more frequently. Keep track of every opportunity using a suggested sales process or one that’s personalized to fit your unique business workflows. Want to focus your time where you’ll get the biggest payoff? Powerful pipeline insights help you pinpoint your most winnable deals.
Happier customers. Make every customer feel like they’re your best. Bring calls, emails, documents, and personal notes together in one, organized and easily searchable place. With a clear view of your relationship history, you can personalize every interaction to make customers feel valued and important to your business.
Less busywork. Stay on top of key projects and priorities. Get on top of it and stay on top of it by keeping track of all customer activities and to-dos right on their contact record. Feeling overwhelmed? Pull up daily, prioritized task lists so you know exactly where to focus your time throughout the workday.
Connected workspaces. Integrate with the apps and tools you love. Stay connected to your favorite apps, including Microsoft Outlook, Gmail, Zapier, and even Act! Add-ons. No more flipping back and forth between apps or tabs. With Act! Premium, you always have access to the latest details, because everything is connected, up to date, and in sync.
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Reviews
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- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Software! I run my entire business on ACT!
Reviewed on 21/08/2018
My Experience with ACT has been great. I have spoken to support on occasion and they are very...
My Experience with ACT has been great. I have spoken to support on occasion and they are very knowledgeable and supportive, and have always resolved any issues or questions I have. The one great feature of ACT is that it is on my laptop. So if I travel or the internet is down, I can still function - not so with SF.
Pros
It is very simple to use and yet very powerful. It provides me with Notes and Histories and as many fields as I need to put in data about my customers and vendors. It is linked to my phone as well as my admins data. I really cannot see running my business without ACT.
Cons
really nothing to complain about. they do updates and patches to fix any issues I have ever encountered
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
ACT! for Insurance/Financial Advisors
Reviewed on 14/10/2020
I love all the features that meet the needs of financial advisors. The customizable fields are...
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.
Alternatives Considered
Salesforce Marketing Cloud Account EngagementReasons for Choosing Act!
Salesforce was cost prohibitive.Switched From
Salesforce Sales CloudReasons for Switching to Act!
Cost while not sacrificing the overall features.- Industry: Banking
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Awful experience with Act!
Reviewed on 18/06/2014
Pros
There is absolutely nothing I like about this software.
Cons
Zero functionality. It can't pull any reports that are meaningful. When I think I can pull a report that is meaningful, I realize the data isn't even correct. It has almost no dynamic features; for instance, it can't update data by pulling it from another source; it has to be manually changed, which leads to errors. Also, Act! web premium only works if you have a really high quality internet connection. For example, we have 100MBPS internet; however, the speed is very inconsistent, which causes the Premium web version of Act! to constantly crash every time the internet slows down, while any normal web app would continue to load, or try to load, or just slow down. But Act! doesn't have that functionality; it just crashes, becomes unresponsive, and doesn't save any of the data you just input. When you restart your browser, it makes you sign in again. Also, almost no functionality is available on the web app; you can't delete contacts on the web version; you cannot import anything into the web version, and you can't manipulate any data. You can only input completely new data. It's literally awful.
Contacts don't link well with groups or 'companies.' If you have seven people working for the same company and that company moves offices. If you change the address to that company, you have to individually change those seven people who work there.
But the worst feature is the importing tool. You can't import in any 'advanced' way at all unless you pay for an importer tool, which you can't be sure will work for you. When talking with our third party Act! customer service person, I asked if I could try the import tool to make sure it did what I want before I bought it, or if I could have him try it for me to make sure it worked, and he said "No. There is no way to provide that service."
When asking a simple question like, "So your input tool didn't find the duplicate contacts and just imported 700 duplicates. Is there a way to delete the duplicates all at once? Because all I see is an option to delete the duplicates one by one?" they told me there was no way to do it but that they would charge me to have them delete them for me. And I was quoted at an over 50 hour project quote, for something that took me one minute to do. So I just restored my backup file and started over.
Also, I purchased a duplicate removal tool that was developed by a third party software company, and I thought it would work great, but it turns out that half of the contacts in the system had been uploaded with their full name as one fiedl and the other half with their first middle and last name as different fields. There is now way to differentiate this in ACT because it displays them the same way, so it merged all of the John's into one John contact. So again, I had to restore to a backed up database.
The Swiftpage integration is awful. The only way I am able to use Swiftpage to any success is to export every single email, name, and address in Act! into an Excel spreadsheet, remove any duplicates, sort by region or the way I want to set up groups to email blast in Swiftpage, go to the actual swiftpage6.com website and upload the spreadsheets into Swiftpage manually. The Swiftpage email marketing HTML editor is also pretty bad. You can write beautiful HTML to display a great email, but Swiftpage mutilates the code in ways no one could ever understand. I am a professional coder - javascript, html, css - and it takes me hours, sometimes days, to design a marketing email that displays correctly in any sort of email client. In fact, it doesn't even ever look great when it's done, even after all the hard work. I would highly recommend any other email marketing company other than Swiftpage.
I was on hold with a Swiftpage rep once for over three hours to find out why my email blast which was supposed to be sent by 10AM was still in the queue by 7pm. It actually didn't go out till almost midnight, and we had a 3% open rate, when we normally have a 15% open rate with other email marketing software.
Please, please please do not buy this.
With a database as important and large as mine, it's going to be extremely hard to switch to another software without major delays in service. The company has used it since 2002, and there is a lot of important data that needs to be imported into to a new system. It's going to cost a lot of money to do, and we will do it, but I just pray and beg that no one else ever has to be in the same situation that I am in if they don't have to be.

- Industry: Hospitality
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Avis act!
Reviewed on 04/10/2023
it is software that allowed me to organize myself and save a lot of time, however it is impossible...
it is software that allowed me to organize myself and save a lot of time, however it is impossible to change the colors of the program and slow in any type of process, no interface either
Pros
it allowed me to organize myself and manage my time and also a possibility to connect to outlook and keep the communication history
Cons
impossible to change program colors and slow in any type of process no interface either
Response from Act!
Hi Abel, we really appreciate you taking the time to let us know that Act! is helping you organize your time and track your data. We understand that you found some limitations and we invite you to please submit your feature requests to our product team at this URL https://actlink.info/40XVmWQ. Thank you again for your feedback.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
ACT! for NGOs
Reviewed on 22/04/2021
I generally find ACT! basic but easy to use. You find there what you need - particularly the...
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.
Act! FAQs
Below are some frequently asked questions for Act!.Q. What type of pricing plans does Act! offer?
Act! offers the following pricing plans:
- Starting from: US$30.00/month
- Pricing model: Subscription
- Free Trial: Available
Act! Premium Cloud - $30/user/mo, billed annually; Act! Premium Desktop - (On-Premises) $37.50/user/mo, billed annually
Q. Who are the typical users of Act!?
Act! has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Act! support?
Act! supports the following languages:
English, French, German
Q. Does Act! support mobile devices?
Act! supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Act! integrate with?
Act! integrates with the following applications:
Dropbox Business, Google Workspace, LinkedIn for Business, Meta for Business, Microsoft 365, Microsoft Outlook, Zapier, iCloud
Q. What level of support does Act! offer?
Act! offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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