# Act! vs Upsales Sales and Marketing Platform Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Act! excels in user-friendliness, with many users highlighting its **intuitive design** and easy navigation. One user mentioned that the software significantly enhances work efficiency, making daily operations more organized and straightforward.
- **Users say** that Upsales Sales and Marketing Platform stands out for its ability to integrate sales and marketing functions seamlessly. Reviewers appreciate being able to track leads and customer engagement all in one place, which they find saves a lot of time and boosts productivity.
- **According to verified reviews** , Act! has a strong presence among small businesses, with a majority of its users coming from this segment. This focus allows it to cater specifically to the needs of smaller teams, as noted by users who find it particularly effective for their operations.
- **Reviewers mention** that while Upsales offers a free trial, which is appealing for new users, some have expressed concerns about its overall performance compared to Act!. Users have noted that Act! provides a more robust set of features for managing customer relationships, particularly in areas like **contact management**.
- **G2 reviewers highlight** that Act! has a higher volume of recent reviews, indicating a more active user base and ongoing engagement. This suggests that users are consistently finding value in the platform, as reflected in positive feedback about its **search features** and ease of setup.
- **Users report** that while Upsales has a higher star rating, they also note that Act! offers better support and training resources, which can be crucial for teams looking to maximize their use of the software. Reviewers have praised Act! for its **quality of support** , making it a reliable choice for businesses needing assistance.



| | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Star Rating** | 3.9 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 515 | 180 | 
| **Largest Market Segment** | Small-Business (78.7% of reviews) | Small-Business (70.9% of reviews) | 
| **Entry Level Price** | $60.00 1 user/mo | Free Trial 30 users (14 days) | 

---
## Top Pros & Cons

### Act!

Pros:
- Ease of Use (33 reviews)
- Customer Management (21 reviews)

Cons:
- Missing Features (14 reviews)
- Integration Issues (13 reviews)

### Upsales Sales and Marketing Platform

Pros:
- Ease of Use (3 reviews)
- Lead Management (3 reviews)

Cons:
- Limited Customization (4 reviews)
- Learning Curve (3 reviews)

---
## Ratings Comparison
| Rating | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
  | **Meets Requirements** | 8.2 (448 reviews) | 8.5 (127 reviews) | 
  | **Ease of Use** | 7.9 (453 reviews) | 8.8 (129 reviews) | 
  | **Ease of Setup** | 7.3 (245 reviews) | 8.3 (43 reviews) | 
  | **Ease of Admin** | 7.6 (199 reviews) | 8.6 (39 reviews) | 
  | **Quality of Support** | 7.6 (428 reviews) | 8.9 (116 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.5 (189 reviews) | 8.5 (38 reviews) | 
  | **Product Direction (% positive)** | 5.8 (452 reviews) | 8.5 (119 reviews) | 

---
## Pricing

### Act!

#### Entry-Level Pricing

Plan: Act! Advantage Ultimate

Price: $60.00 1 user/mo

Description: Includes everything in Professional, plus:

Key Features:
- Marketing Automation (includes 50,000 sends/mo)
- Online Customer Portal
- Custom Industry Tables

[Browse all 4 editions](https://www.g2.com/products/act/pricing)

#### Free Trial

Yes

### Upsales Sales and Marketing Platform

#### Entry-Level Pricing

Plan: Free trial

Price: Free Trial 30 users (14 days)

Description: No credit card needed

Key Features:
- Import ERP data to maximise your trial
- Access the entire system

[Browse all 2 editions](https://www.g2.com/products/upsales-sales-and-marketing-platform/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Act!** | 6.8/10 | 353 |
| **Upsales Sales and Marketing Platform** | 7.7/10 | 104 |

#### Sales Force Automation

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Contact & Account Management** | 8.4 (306 reviews) ✓ Verified | 8.3 (88 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 8.1 (57 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 7.4 (234 reviews) ✓ Verified | 8.3 (85 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (291 reviews) ✓ Verified | 8.5 (90 reviews) ✓ Verified | 
| **Territory & Quota Management** | 6.7 (163 reviews) ✓ Verified | 7.8 (63 reviews) ✓ Verified | 
| **Desktop Integration** | 7.5 (258 reviews) ✓ Verified | 8.2 (65 reviews) ✓ Verified | 
| **Product & Price List Management** | 6.6 (163 reviews) ✓ Verified | 7.7 (66 reviews) ✓ Verified | 
| **Quote & Order Management** | 6.6 (169 reviews) ✓ Verified | 7.8 (68 reviews) ✓ Verified | 
| **Customer Contract Management** | 7.9 (236 reviews) | 7.8 (65 reviews) | 

#### Marketing Automation

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Email Marketing** | 7.2 (215 reviews) ✓ Verified | 7.5 (68 reviews) ✓ Verified | 
| **Campaign Management** | 7.1 (188 reviews) ✓ Verified | 7.6 (62 reviews) ✓ Verified | 
| **Lead Management** | 7.7 (226 reviews) ✓ Verified | 8.2 (67 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 6.5 (82 reviews) ✓ Verified | 7.6 (45 reviews) ✓ Verified | 

#### Customer Support

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Case Management** | 7.4 (194 reviews) | 7.8 (55 reviews) | 
| **Customer Support Portal** | 7.0 (183 reviews) | 7.9 (40 reviews) | 
| **Knowledge Base** | 7.6 (161 reviews) ✓ Verified | Feature Not Available | 
| **Call Center Features** | 7.0 (172 reviews) | 7.4 (52 reviews) | 
| **Support Analytics** | 7.3 (76 reviews) | 7.4 (36 reviews) | 

#### Reporting & Analytics

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Reporting** | 7.3 (241 reviews) ✓ Verified | 8.1 (70 reviews) ✓ Verified | 
| **Dashboards** | 7.4 (232 reviews) ✓ Verified | 8.3 (80 reviews) ✓ Verified | 
| **Forecasting** | 6.7 (166 reviews) ✓ Verified | 7.7 (69 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Mobile User Support** | 6.4 (153 reviews) ✓ Verified | 7.4 (55 reviews) ✓ Verified | 

#### Platform

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Customization** | 7.5 (158 reviews) ✓ Verified | 7.2 (35 reviews) ✓ Verified | 
| **Workflow Capability** | 7.2 (136 reviews) ✓ Verified | 7.7 (36 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 7.7 (150 reviews) ✓ Verified | 7.7 (36 reviews) ✓ Verified | 
| **Internationalization** | 6.9 (98 reviews) ✓ Verified | 7.5 (26 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.2 (82 reviews) ✓ Verified | 7.1 (24 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.2 (132 reviews) ✓ Verified | 7.2 (29 reviews) | 
| **Performance and Reliability** | 7.6 (160 reviews) ✓ Verified | 7.9 (37 reviews) ✓ Verified | 
| **Output Document Generation** | 7.3 (131 reviews) ✓ Verified | 8.1 (26 reviews) ✓ Verified | 

#### Integration

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Data Import & Export Tools** | 7.6 (157 reviews) ✓ Verified | 7.4 (38 reviews) ✓ Verified | 
| **Integration APIs** | 6.6 (109 reviews) ✓ Verified | 7.4 (30 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 6.9 (99 reviews) ✓ Verified | 7.4 (30 reviews) ✓ Verified | 

#### Generative AI

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **AI Text Generation** | 5.0 (36 reviews) | 6.8 (14 reviews) | 

#### Agentic AI - CRM

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Autonomous Task Execution** | 5.2 (11 reviews) | Not enough data | 
| **Multi-step Planning** | 5.2 (11 reviews) | Not enough data | 
| **Cross-system Integration** | 5.3 (11 reviews) | Not enough data | 
| **Adaptive Learning** | 5.0 (11 reviews) | Not enough data | 
| **Natural Language Interaction** | 4.8 (11 reviews) | Not enough data | 
| **Proactive Assistance** | 5.0 (11 reviews) | Not enough data | 
| **Decision Making** | 5.0 (11 reviews) | Not enough data | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Act!** | 7.2/10 | 43 |
| **Upsales Sales and Marketing Platform** | 7.8/10 | 50 |

#### Email Marketing

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Building and Personalizing Emails** | 8.1 (32 reviews) ✓ Verified | 7.2 (29 reviews) ✓ Verified | 
| **Sending Outbound Emails** | 8.2 (32 reviews) ✓ Verified | 7.6 (32 reviews) ✓ Verified | 
| **Manage Email Deliverability** | 8.2 (29 reviews) ✓ Verified | 7.2 (29 reviews) ✓ Verified | 
| **Automated Email Responses** | 7.2 (27 reviews) ✓ Verified | 7.4 (27 reviews) ✓ Verified | 

#### Online Marketing

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Landing Pages and Forms** | 6.9 (30 reviews) ✓ Verified | 8.3 (23 reviews) ✓ Verified | 
| **Dynamic Content** | 7.1 (28 reviews) ✓ Verified | 7.9 (15 reviews) ✓ Verified | 
| **A/B Testing** | 6.7 (24 reviews) ✓ Verified | Feature Not Available | 
| **Mobile Optimized** | 6.8 (26 reviews) ✓ Verified | 7.4 (26 reviews) ✓ Verified | 
| **Search Tracking and Optimization** | 7.5 (25 reviews) | 8.0 (11 reviews) | 

#### Lead Management

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Marketing Lead Database** | 7.8 (31 reviews) ✓ Verified | 8.1 (24 reviews) ✓ Verified | 
| **Data Quality Management** | 8.1 (29 reviews) ✓ Verified | 7.3 (20 reviews) ✓ Verified | 
| **Segmentation** | 7.9 (28 reviews) ✓ Verified | 8.5 (26 reviews) ✓ Verified | 
| **Lead Scoring and Grading** | 7.4 (27 reviews) ✓ Verified | 8.3 (23 reviews) ✓ Verified | 
| **Lead Nurturing** | 7.8 (27 reviews) ✓ Verified | 8.6 (22 reviews) ✓ Verified | 
| **Online Behavior Tracking** | 7.1 (26 reviews) ✓ Verified | 8.6 (22 reviews) ✓ Verified | 
| **Automated Alerts and Tasks** | 7.3 (25 reviews) ✓ Verified | 8.3 (23 reviews) ✓ Verified | 
| **CRM Lead Integration** | 7.2 (27 reviews) ✓ Verified | 8.7 (21 reviews) ✓ Verified | 

#### Campaign Management

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Program Management** | 7.0 (27 reviews) ✓ Verified | 6.7 (21 reviews) ✓ Verified | 
| **Event / Webinar Marketing** | 7.0 (25 reviews) ✓ Verified | 8.1 (25 reviews) ✓ Verified | 
| **Calendaring** | 8.3 (31 reviews) ✓ Verified | Feature Not Available | 
| **Budgeting** | 6.8 (25 reviews) | 7.6 (11 reviews) | 

#### Social

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Social Listening** | 7.0 (27 reviews) | Feature Not Available | 
| **Social Sharing** | 6.7 (26 reviews) ✓ Verified | Feature Not Available | 
| **Social Campaigns** | 6.7 (27 reviews) ✓ Verified | Feature Not Available | 
| **Social Media Engagement** | 6.3 (26 reviews) | Feature Not Available | 
| **Social Media Advertising** | 6.5 (27 reviews) ✓ Verified | Feature Not Available | 

#### Reporting & Analytics

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Basic Reporting** | 7.6 (28 reviews) ✓ Verified | 8.0 (27 reviews) ✓ Verified | 
| **Web Analytics** | 6.9 (27 reviews) ✓ Verified | 7.6 (26 reviews) ✓ Verified | 
| **ROI Analytics** | 6.7 (26 reviews) ✓ Verified | 8.0 (19 reviews) ✓ Verified | 
| **Revenue Analytics** | 6.3 (28 reviews) ✓ Verified | 8.1 (23 reviews) ✓ Verified | 
| **SEO / Keyword Analytics** | 6.6 (26 reviews) ✓ Verified | Feature Not Available | 

#### Platform

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Customization ** | 8.2 (28 reviews) ✓ Verified | 7.0 (17 reviews) ✓ Verified | 
| **Workflow Capability** | 6.9 (26 reviews) ✓ Verified | 7.9 (18 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 7.6 (26 reviews) ✓ Verified | 8.3 (21 reviews) ✓ Verified | 
| **Internationalization** | 6.7 (23 reviews) ✓ Verified | 8.0 (10 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.1 (22 reviews) ✓ Verified | 9.0 (8 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.8 (26 reviews) ✓ Verified | 8.3 (19 reviews) ✓ Verified | 
| **Output Document Generation** | 6.8 (27 reviews) ✓ Verified | 8.3 (12 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | 7.3 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 7.3 (5 reviews) | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Data Import & Export Tools** | 7.0 (33 reviews) ✓ Verified | 7.5 (18 reviews) ✓ Verified | 
| **Integration APIs** | 7.0 (26 reviews) ✓ Verified | 7.5 (16 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 6.6 (24 reviews) ✓ Verified | 8.1 (13 reviews) ✓ Verified | 

---
## Categories
**Shared Categories (2):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [CRM Software](https://www.g2.com/categories/crm)




---
## Reviewer Demographics

### By Company Size

| Segment | Act! | Upsales Sales and Marketing Platform | 
|---|---|---|
| **Small-Business** | 78.7% | 70.9% | 
| **Mid-Market** | 16.8% | 24.4% | 
| **Enterprise** | 4.5% | 4.7% | 

### By Industry

#### Act!

- **Financial Services:** 9.1%
- **Marketing and Advertising:** 5.5%
- **Real Estate:** 5.3%
- **Construction:** 5.1%
- **Insurance:** 4.5%
- **Information Technology and Services:** 4.3%
- **Computer Software:** 3.6%
- **Non-Profit Organization Management:** 2.2%
- **Wholesale:** 2.0%
- **Health, Wellness and Fitness:** 2.0%
- **Other:** 56.5%

#### Upsales Sales and Marketing Platform

- **Marketing and Advertising:** 13.5%
- **Computer Software:** 8.8%
- **Accounting:** 7.6%
- **Staffing and Recruiting:** 5.3%
- **Telecommunications:** 4.7%
- **Wholesale:** 4.1%
- **Information Technology and Services:** 3.5%
- **Media Production:** 3.5%
- **Financial Services:** 2.9%
- **Construction:** 2.3%
- **Other:** 43.9%

---
## Alternatives

### Alternatives to Act!

- [GreenRope](https://www.g2.com/products/greenrope/reviews) — 4.3/5 stars (225 reviews)
- [Keap](https://www.g2.com/products/thryv-keap/reviews) — 3.9/5 stars (29 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25861 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13878 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3095 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2940 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1621 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1002 reviews)

### Alternatives to Upsales Sales and Marketing Platform

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13878 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25861 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14869 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3095 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14726 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (368 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (952 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews)

---
## Top Discussions

### Act!

- Title: [How should I get Pro to my mobile device?](https://www.g2.com/discussions/how-should-i-get-pro-to-my-mobile-device-7d03ea84-6ea4-471b-adcc-5dfbdbb1de17) — 2 comments, 1 upvote
  > **Top comment:** "If you are using Act! Pro then the only sensible option is to use the Handheld Contact addon as this offers a really effective solution. A 'subset' of your..."
- Title: [Assigning contacts to users?](https://www.g2.com/discussions/assigning-contacts-to-users) — 2 comments, 1 upvote
  > **Top comment:** "It all comes down to how you want to implement this territory management. 

You can set security roles for the users and contact entries to enable or..."
- Title: [Will it integrate with my ERP?](https://www.g2.com/discussions/will-it-integrate-with-my-erp) — 1 comment, 1 upvote
  > **Top comment:** "Act! CRM can integrate with your ERP (enterprise resource planning) system, depending on which ERP system you are using."
- Title: [How do I hire an office assistant who is trained to use Act!, without having to train them?](https://www.g2.com/discussions/how-do-i-hire-an-office-assistant-who-is-trained-to-use-act-without-having-to-train-them) — 1 comment, 1 upvote
  > **Top comment:** "Hi, we are a partner of Act! in the Philippines.

We can assist you in setting up your AMA and other things in Act!.

You might want to send me an email..."
- Title: [Pay but no play](https://www.g2.com/discussions/33997-pay-but-no-play) — 1 comment, 1 upvote
  > **Top comment:** "Call their technical support. They really are attentive!"

### Upsales Sales and Marketing Platform

- Title: [What is the best way to use Upsales and with that said regarding the offers and sales reports? Is it essy to create your own offers in the system?](https://www.g2.com/discussions/what-is-the-best-way-to-use-upsales-and-with-that-said-regarding-the-offers-and-sales-reports-is-it-essy-to-create-your-own-offers-in-the-system) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Upsales is a sales and marketing tool for B2B-businesses. It is easy to use and can be used in the whole sales process, from lead or prospect to customer...."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/act-vs-upsales-sales-and-marketing-platform)