Act! Reviews & Product Details

I like how Act! is straightforward and reliable for day-to-day sales and contact management, doing exactly what a growing team needs without unnecessary complexity. The unified contact and interaction timeline really stands out for us, as it stores every email, call, meeting, note, and follow-up task right under each contact or company, allowing our entire sales team to see the full relationship history at a glance. We don't have to switch between emails, spreadsheets, calendars, or chat tools to understand what's been discussed or promised, which keeps our client communication consistent and professional. I also really appreciate how intuitive the activity and task management is—setting reminders, scheduling follow-ups, and assigning tasks takes just a few clicks, and keeps the team disciplined about staying in touch with prospects and clients. For a mid-sized team without dedicated sales operations staff, this simple but powerful feature prevents deals from slipping through the cracks. Review collected by and hosted on G2.com.

First, the user interface looks and feels outdated. Navigation can be clunky, menus are dense, and some workflows require too many clicks. New team members take longer to get comfortable than with more modern CRM tools, and daily use just isn’t as streamlined as it could be. Second, email integration and syncing can be inconsistent. Sometimes emails don’t log automatically to the contact timeline, or there are delays in syncing with our email client. We occasionally have to check and re-save manually, which breaks the 'set it and forget it' convenience we want. Review collected by and hosted on G2.com.

Simplicity is the best with Everything connected. The Advancements made in 2025 have been exceptional.

As a user there are many things that I don't use but can if needed.

I think we will grow together.

I have been a user off and on for many years and just keep coming back Review collected by and hosted on G2.com.

In the past I have really disliked the fact that if I ran into a problem the consultant would want to charge me.

As a user of other software for many years this was never the case.

I would like to see a more flexible way of doing a quote page Review collected by and hosted on G2.com.

Updated 11/5/2025: just upgrade to V27 and applications works as well as expected. Currently on Act! Version 25.0.376.0, Update 3, and easiest version ever to use. Fast, great response when running queries. I rely on Act! and have used it just about every business day since 1992.

Easy to enter data, keep track of my schedule, conduct mail merges, very easy to customize the user interface, and generate reports for my business processes. I've been an ACT! user since Version 2 and thoroughly enjoy the upgrades. Upgrades over the past 7-8 years have become easier, and faster and have resulted in fewer calls to tech support. Integrating Act! to work with Outlook 365 has become seamless.

The automatic updates are helpful to keep the application performing optimally.

The ACT! Community is very helpful. You can query for problems and likely see the response or solutions offered by others. If not, you can enter a new problem or request for help and usually another User or one of the ACT! employees will offer help.

Incredibly easy to install the software when I get a new laptop. When needed, the phone support is always 100% perfect. I've needed help with a database or upgrade issues and I'll call the toll-free number for support. The professionals are always friendly, and knowledgeable. Support calls have always been resolved on the first call. Review collected by and hosted on G2.com.

There were horrific versions and lack of communications in the past. All good now. Not a fan of the new annual renewal feee but that’s the current business model and so you pay… Review collected by and hosted on G2.com.

Autosave feature so I never lose a contact. Ability to have several different databases so I can work in different environments through the day, easy to open and close between dataabses. One place to keep track of all your contacts, send emails, letters, campaigns, notes, tasks, organized, easy and never lost data. Customer support is pretty good/ Review collected by and hosted on G2.com.

Not the easiest to customize, but nothing is life is easy. Review collected by and hosted on G2.com.

Most Helpful Features of Act! CRM

At Landform, Act! CRM has quickly become one of our most valuable tools for managing relationships and driving productivity across our teams. Its comprehensive contact and relationship management system lets us centralize all client, partner, and project data, ensuring every conversation, email, and meeting note is easily accessible and up to date. The marketing automation capabilities are a standout — allowing us to design, schedule, and track campaigns that nurture leads and engage clients without adding extra manual work. With sales pipeline and opportunity tracking, we gain a clear, visual understanding of project progress and upcoming opportunities, helping leadership forecast more accurately and prioritize efficiently. The platform’s integration with Outlook and other productivity tools ensures that it fits seamlessly into our existing workflow, while mobile access keeps our team connected in and out of the office. Finally, its customization options allow us to tailor dashboards, reports, and workflows to align perfectly with Landform’s multidisciplinary operations — whether in our Planning, Residential, or Retail & Commercial Studios.

Upsides of Using Act! CRM

The biggest upside of using Act! CRM at Landform is its incredible value for cost — offering the sophistication of enterprise-level CRMs like Salesforce or HubSpot at a fraction of the price. It’s remarkably user-friendly, allowing team members across departments to quickly adopt the system and see immediate productivity gains. The personalization and flexibility of Act! mean we can adapt it to our specific processes, rather than forcing our workflow to fit the software. Its marketing and automation tools have significantly improved our outreach consistency and visibility into engagement, while the sales pipeline tracking has enhanced our ability to manage opportunities and maintain client relationships proactively. Another key advantage is Act!’s dedicated support team — professionals like Emma who bring a high level of expertise, enthusiasm, and responsiveness to every interaction. Together, these elements give Landform confidence that our CRM not only supports our day-to-day operations but also aligns with our long-term growth goals, helping us deliver the exceptional quality, leadership, and relationships that define our “Site to Finish®” approach. Review collected by and hosted on G2.com.

While Act! offers many strengths, the UI and navigation, which many describe at times feels a little clunky, making it harder to move fluidly between modules or locate features quickly.

The learning curve and setup complexity — especially with the initial configuration and customization is complicated Review collected by and hosted on G2.com.

I’ve been using ACT! for several years now, and overall it’s been a solid tool. The interface is intuitive and clean. Basic tasks such as adding contacts is very straightforward. Support has been responsive and helpful. Whenever I had questions—whether about configuration or troubleshooting—they were quick to guide me. I use it daily. It fits naturally into a regular workflow—logging interactions, checking follow-ups, & setting appointments on the calendar. Review collected by and hosted on G2.com.

If I had to name a downside, it would be the changes made to the user interface. While it is eventually improved upon, sometimes the changes are awful and it disrupts the workflow Review collected by and hosted on G2.com.

I love Act!'s mail merge feature, which allows me to print out labels and customized letters. It really helps me with database management by remembering important details like dates, addresses, emails, spouses' birthdays, and children's birthdays. Review collected by and hosted on G2.com.

Since Act! moved online, sometimes the format changes, and it's difficult for me to get it back to the way I like it. Review collected by and hosted on G2.com.

I like that Act! allows us to put all of our information in one place, making it incredibly helpful for organizing and keeping our files up to date, especially since we operate in a very regulated business. It's essential for us to have all driver and client information, as well as regulation documentation, in a single, easily accessible location. Additionally, I appreciate that Act! has introduced marketing tools that have been beneficial. We have started utilizing email campaigns, and having all the data associated with our clients and drivers, along with their engagement details, has been particularly helpful. This feature enhances our understanding of client interactions, providing valuable insights that assist in better client management. I also found the initial setup of Act! to be relatively easy compared to other CRMs I've used at different companies, which made the transition smoother. Review collected by and hosted on G2.com.

I see a significant opportunity for Act! to introduce an API that allows integration with data visualization tools like Tableau. This would enable access to real-time information, which is currently not possible with the existing capabilities. The absence of such a feature is a limitation, as I have not seen any capability that allows this kind of connection. Review collected by and hosted on G2.com.

I use Act! to manage contacts for my business, and I find it particularly valuable for its ability to rapidly and easily facilitate interactions with numerous people while maintaining a good history of our interactions. What I like most about Act! is its capacity to keep an accurate record over time, which significantly aids me in managing my clients and the associated database tasks. These interactions contribute to a more seamless workflow because they allow me to access records and contact hundreds of people at a moment's notice. Additionally, the initial setup of Act! was incredibly easy; a representative from the company helped transfer our old system data into the new setup, which was very straightforward. Lastly, having used Act! for over ten years, I appreciate how the recent updates continue to keep it functioning great. Review collected by and hosted on G2.com.

I like ACT as it is and wouldn't change it. Review collected by and hosted on G2.com.

I find Act! easy to use, which helps in keeping information organized. I particularly value the calendar for follow-ups because it helps me keep track of tasks without having to remember them all. Also, I didn't have to do anything for the initial setup as the support team set up everything remotely, which was very convenient. Review collected by and hosted on G2.com.

It seems there is a bug and the system crashes when going back and forth between calendars and customer files. It gives a prompt that says please exit the program. Review collected by and hosted on G2.com.