Act! Reviews & Product Details

What I like best about Act! is its user-friendly interface and effective customer relationship management capabilities. It helps organize customer information, manage contacts, track interactions, and maintain follow-ups in one centralized platform. The ability to manage customer data efficiently, streamline daily tasks, and improve customer engagement makes Act! a useful tool for enhancing productivity and building stronger customer relationships. Review collected by and hosted on G2.com.

Act! can sometimes feel slow when handling large amounts of customer data. Some features and navigation options could be more intuitive, and the reporting and customization capabilities could be improved. Integration with other business tools could also be smoother to reduce manual work and make workflows more efficient. Review collected by and hosted on G2.com.

The Act! helpdesk team is helpful and knowledgeable, and they consistently provide excellent service. They offer solutions that go beyond what their self-education resources can guide you through. Review collected by and hosted on G2.com.

The desktop Act! database is quite large and uses a lot of memory. Because of that memory demand, Act! can sometimes run slowly, and completing tasks in Act! can take longer than I’d like. Review collected by and hosted on G2.com.

Act! brings contacts, history, activities, opportunities, and follow-ups together in a way that actually helps beyond sales. As a Project Manager, that matters a lot because not everything lives inside a task board. A lot of the time, I need to know what was discussed with the client, what is still pending, when the last conversation happened, and which opportunity might turn into an active project next. Act! helps keep that story connected. I do not use it only as a sales tool; I use it to stay ahead of upcoming work. When an opportunity starts moving forward, I can already begin thinking about resources, timelines, and possible dependencies before the project is fully closed. That early visibility saves us from a lot of planning surprises. I also appreciate having clear resources and practical guidance when setting up fields, activities, or campaigns, because a messy CRM setup is the kind of thing that follows you for months. Review collected by and hosted on G2.com.

During the setup, we got a little carried away and wanted to create fields for everything: client type, priority, source, stage, internal notes, owner, probability, and several other details. After a few weeks, it became clear that too many fields were making the CRM feel heavier than it needed to be. We cleaned up the structure and kept only the fields that actually helped us make decisions. That made the platform much easier to use day to day and helped the team focus on the information that really mattered instead of filling out data just for the sake of it. Review collected by and hosted on G2.com.

I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Act! is that it keeps contacts, notes, activity history, tasks, meetings, and opportunities organized in one place. This makes it easier to manage patient follow-ups, consultation inquiries, wellness program discussions, and other day-to-day communication without losing track of important details. I regularly use contact management, calendar scheduling, task tracking, notes, and activity history. These features help me keep records of conversations, schedule follow-ups, organize appointments, and maintain information related to patients and health education projects. The opportunity tracking section is also useful for monitoring inquiries and ongoing discussions in a structured way.

I also like that communication and marketing-related activities can stay connected with contact records, which helps when managing awareness campaigns and content-related outreach. The platform offers a good number of useful features, but the overall workflow remains manageable after regular use. In my experience, performance has been stable during daily work, and moving between contacts, activities, notes, and schedules is generally smooth. Implementation was straightforward for my needs, and the available support resources are helpful when required. Overall, Act! helps me stay organized and keeps important contacts, activities, and follow up work in one place. Review collected by and hosted on G2.com.

Most daily activities run smoothly, but occasionally I notice small delays when moving between larger records, activity histories, or information-heavy sections. Also, The platform offers many features for contact management, activities, opportunities, and communication tracking. Because there is so much functionality available, some screens can show a lot of information at once, and I occasionally spend extra time locating a specific setting or option. Review collected by and hosted on G2.com.

What I like best about Act! is its user-friendly interface, organized workflow, and ability to manage tasks efficiently. It helps improve productivity, makes daily work easier, and supports better coordination and communication within the team. Review collected by and hosted on G2.com.

Sometimes Act! can be a little slow, and certain features could be more user-friendly. Improving system performance, simplifying navigation, and providing quicker access to information would make the overall experience better. Review collected by and hosted on G2.com.

The amount of pertinent information that I can store that is related to running my day to day business which is easily accessible. Review collected by and hosted on G2.com.

I use the desktop version of Act, and it is very difficult in updating to the recent version. I just wish that it was simple like a Windows Update, as I also subscribe to the the Advisor overlay as per the included photo as I'm in the financial services industry. Both Act and the Advisor overlay are purchase through my subscription through Corelogix as the software supplier. Whenever I update my Act software to the most recent version, I lose all of the customized settings for my Advisor overlay. Very frustrating!!! Review collected by and hosted on G2.com.

I am able to target specific contacts in my database with tailored e-marketing campaigns. I can then easily see the results on opens and who clicked through to the web links. Review collected by and hosted on G2.com.

If I call for assistance in the late morning or afternoon (Eastern Standard Time), I usually get an off-shore (Asia) person who speaks English, but is not their primary language. So I try to schedule assistance for early morning so I get a person in the UK. Review collected by and hosted on G2.com.

The depth of the contact records is something I truly appreciate. Being able to view a comprehensive history of every touchpoint in a single view is crucial for a company like Ethics Empire, where we oversee HR, accounting, and marketing clients. We can follow a lead from the initial email to a signed contract thanks to the smooth integration between the CRM and Marketing Automation. Review collected by and hosted on G2.com.

In comparison to some of the more recent, "flashier" CRMs available, the interface seems a little out of date. Additionally, if you have a very large database of contacts, it may load very slowly. I would love to see a more user-friendly UI update that would allow our team to move between the various modules a little more quickly. Review collected by and hosted on G2.com.

I use Act! for keeping in touch with customers through weekly emails and taking notes. I like how it combines on my desktop, laptop, and iPhone. It's much simpler than other options, which is great for me as a solopreneur with just one agent. Review collected by and hosted on G2.com.

I find Act! to be a very old system. It needs to be more up to date, especially when compared to Zoho and Salesforce. The initial setup was not that easy, and I needed to pay around $700 to get everything integrated. Review collected by and hosted on G2.com.

The main advantage of Act is its fast process, and the installation is quick as well. The plans are affordable, which is a big plus. Whenever I run into any issues, customer support is user-friendly and responds quickly to help resolve them. Another key benefit is that it’s integrated with AI, which helps keep the security features strong. The integrations and the UI in the app are also very user-friendly, so even a newbie can use them easily. Review collected by and hosted on G2.com.

The area where I feel the act should improve is advertising and publicity, so they can increase their customer count and, obviously, their profits. The prices are also affordable, but they could attract more users by providing some complimentary items, so users feel drawn to the free goodies and decide to join. Review collected by and hosted on G2.com.