--- title: Act! Reviews meta_title: 'Act! Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 515 reviews by the users' company size, role or industry to find out how Act! works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 515 scale: '5' date_modified: '2026-07-19' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Act! Reviews **Vendor:** Act! **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.9/5.0 **Total Reviews:** 515 ## About Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes AI-History Summary, Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Payments, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. ## Act! Pros & Cons **What users like:** - Users appreciate the **ease of use** of Act!, enjoying its user-friendly interface and streamlined access to data. (33 reviews) - Users value the **flexibility and customizability** of Act!, enhancing their customer management and marketing efforts. (21 reviews) - Users value the **improved customer support** of Act!, appreciating fast response times and helpful assistance. (18 reviews) - Users value the **comprehensive contact management system** in Act!, enhancing productivity and accessibility of client data. (15 reviews) - Users appreciate the **intuitive organization** of Act!, effectively maximizing their daily and weekly scheduling for productivity. (14 reviews) - Users appreciate the **user-friendly interface** of Act!, making navigation and team adoption quick and efficient. (12 reviews) - Users love the **extensive automation features** of Act!, enhancing marketing efforts and streamlining contact management. (10 reviews) - Intuitive (10 reviews) - Easy Customization (9 reviews) - Easy Setup (9 reviews) **What users dislike:** - Users are frustrated by the **lack of essential features** and burdensome update requirements of Act!, impacting usability and satisfaction. (14 reviews) - Users find **integration issues** problematic, highlighting the need for smoother connections with other essential tools. (13 reviews) - Users find the **learning curve steep** due to Act!'s outdated interface and complex feature navigation. (11 reviews) - Users find Act! to be **not user-friendly** , citing its outdated interface and challenging setup processes as major drawbacks. (9 reviews) - Users find Act! to have a **not intuitive interface** , which complicates navigation and makes it less user-friendly. (6 reviews) - Poor Customer Support (6 reviews) - Bugs (5 reviews) - Users report persistent **email issues** with Act! that hinder functionality and complicate support interactions. (5 reviews) - High Complexity (5 reviews) - Limited Features (5 reviews) ## Act! Reviews ### 1. Having your ACT together **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2021 **What do you like best about Act!?** Working with ACT, I have my entire sales database at my fingertips. I can see the history of the account. This will prepare me for a call or a meeting, as well as keynotes that I will need. The goal is the meeting and sale to be successful. I can coordinate multiple task lists to make sure that they are completed in the timely manner that was promised to the customer. **What do you dislike about Act!?** Sometimes speed is an issue, but that depends on the device or WiFi I am running with. **What problems is Act! solving and how is that benefiting you?** Organization of historical data and new accounts information **Official Response from Leslie Reynolds:** > Thank you for your feedback. We appreciate hearing how our customers use Act! to stay organized and grow their businesses. ### 2. A good tool that will integrate with your Outlook or Gmail. Helps you maintain your pipeline. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Act!?** I like the fact that this program integrates so well in my Outlook...I hate having to switch between screens to get data and this works very well in avoiding that. I like the fact that this works to help move things along, as opposed to some which can literally stall the process itself. I only used this for a short time in a prior role and wish it were more in use with other companies I've worked with since. **What do you dislike about Act!?** What I dislike is that this is really designed for manufacturing....again, i used it in a capacity with a metalization company and it was quite good, but the components to this software, including contact management are applicable across numerous other industries. **What problems is Act! solving and how is that benefiting you?** At the time, this was the only tool we had that allowed us to capture the sales process at a glance, knowing where we were at all times, all stages of the process. In a manufacturing or industrial application, this information is exceedingly important. ### 3. Not a happy bunny **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Act!?** The idea of what ACT! can do. In principle the idea is great, when actually implementing the software it fails to deliver at every step. **What do you dislike about Act!?** Nothing is easy, ACT! you can quite easily swallow days or even weeks of precious time with no return. Then when you are on the phone to tech support (they really do try there best) you get charged for the privilege. If you want a system that makes life easy for your business ACT! really isn't to one. **Recommendations to others considering Act!:** Dont do it **What problems is Act! solving and how is that benefiting you?** All our data is accessible via the cloud which is very useful When working the marketing automation is really beneficial and the template designer helps make professional-looking emails super easy ### 4. ACT is a great Software for your Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike U. | Can-Am Integration Sales Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Act!?** You can have everything organized and easy to Access. I love the fact you have different tabs to navigate through the website and the app. **What do you dislike about Act!?** There isn't a whole lot I dislike; I wish it were a little easier to search for specific tools. **Recommendations to others considering Act!:** If you are having trouble staying organized, this is a good fit for you and your company! **What problems is Act! solving and how is that benefiting you?** We are staying on top of our sales and open opportunities with our customers and their needs. ### 5. Lots of Data -- A Little Overwhelming **Rating:** 3.0/5.0 stars **Reviewed by:** Scott M. | Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Act!?** I really like the amount of data that you can put into the database. You can put in a lot of fields. That is great when you are trying to capture a lot of custom fields. **What do you dislike about Act!?** There is no easy way to export the data. I wish the menus were more self-explaining on what does what. **Recommendations to others considering Act!:** I think this platform is great. I would just be aware that it will take some time to adjust and customize the platform to your needs. You will also need to set aside quite a bit of time for training and understanding all the features. For sure take notes on what does what. It really helped me! **What problems is Act! solving and how is that benefiting you?** I have been using it to organize exhibitors and groups for consumer shows. For someone who has multiple types of accounts, I appreciate the flexibility and custom options with this platform. ### 6. Great software for getting things done! **Rating:** 3.5/5.0 stars **Reviewed by:** Katelynn B. | Deployment Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Act!?** The task list and the color-coordinated tasks **What do you dislike about Act!?** Slow loading time and outdated appearance **What problems is Act! solving and how is that benefiting you?** Act! Allows my team and me to be productive and get tasks done quickly. ### 7. Not a fan of OS-based CRM systems **Rating:** 2.5/5.0 stars **Reviewed by:** Schuyler B. | Enterprise Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2021 **What do you like best about Act!?** I like that it is very user-friendly to find helpful information. I also love how you can create groups of contacts with easy-to-find and read labels. **What do you dislike about Act!?** That it is not web-based, so constant Syncing is a necessity, and it seems to be a CRM from the '80s. **What problems is Act! solving and how is that benefiting you?** We are solely using Act for database management, prospect tracking, contact history, and sales data. I have realized that it is helpful in all of those areas. ### 8. The Death of Act so Sad **Rating:** 1.0/5.0 stars **Reviewed by:** Kathy S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Act!?** It has been my go-to contact service for decades **What do you dislike about Act!?** It has been toss from company to company and treated like a stepchild. Bugs that it had in it 15 years ago are still very prominent. I have to retire it, unfortunately. **What problems is Act! solving and how is that benefiting you?** The originators were very proud of this software and designed it to fit a customer service base with fantastic ease and flexibility ### 9. A powerful CRM tool for your company with ACT !. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2021 **What do you like best about Act!?** I like the ability to sort data that this software acquires. The speed and simplicity of these processes are usually intuitive, giving coherence to the information obtained, mentioning keeping the history of the searches carried out, and recovering it at a time of loss in a matter of second, being one of the most peculiar characteristics from my perspective, without excluding that as a CRM system, it satisfactorily fulfills its projections giving a complex operation and at the same time effectiveness and certainty in its operations. **What do you dislike about Act!?** Apparently, the customer service system has significant drawbacks throughout the service it offers to its users since they do not usually respond in the normally established time, leaving doubts about its operation since it acquires somewhat confusing tools that drive a poor labor management. **Recommendations to others considering Act!:** If you need a more prominent prospect in your sales or need to keep in touch frequently with your existing customers, then there is no doubt that ACT! is the best thing you can keep in mind, since it offers very adequate tools, since it is a reasonably complex CRM system, with a good scope in the life cycle of the work that is promoted, mentioning that it also offers powerful automation of marketing, dramatically driving the growth of any organization that uses this server. **What problems is Act! solving and how is that benefiting you?** We use this software as a fundamental principle due to the exact order of the data that we acquire in our company, promoting a more detailed coherence, mentioning that through ACT! We agree to implement general metrics in the organization's technological servers, from the assistance of a significant or potential individual to the time it takes to return to a client who needs information for their peculiar business development. We like to use this server because we offer exclusivity in the services we provide. ### 10. ACT! (stepchild of CRMs?) **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2021 **What do you like best about Act!?** Forms and document merge work well. Good UI and the ability to manage form views is good **What do you dislike about Act!?** The networked/syncing function is slow. We tried to use the caller ID/record popup feature, but the network sync to get data had such a lag in pulling the info that you were typically done with your call before the record came up. Seems to be sold off all the time, too, which seems to leave some program functionality lagging. **What problems is Act! solving and how is that benefiting you?** Contact management and document merge for mass mailing. **Official Response from Leslie Reynolds:** > Thank you for your updated review. We hope you'll contact our Support team at 866-873-2006 to address your syncing issues. ### 11. Great contact management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2018 **What do you like best about Act!?** Ability to customize database, fields, and reports. Also captures all activity...phone, email, documents **What do you dislike about Act!?** Nothing really! Product meets or exceeds all my expectations. **What problems is Act! solving and how is that benefiting you?** Keeping track of my clients, activities, and tracking proposals and closed business. ### 12. Great **Rating:** 2.5/5.0 stars **Reviewed by:** Rebecca M. | Awareness Ambassador , Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2021 **What do you like best about Act!?** The ease of layout of the software and the basic language used **What do you dislike about Act!?** The font is too small and too many colours are used **What problems is Act! solving and how is that benefiting you?** I’ve solved staff issues and international market relationship ### 13. Archaic service that I’m happy we’re transitioning away from **Rating:** 1.5/5.0 stars **Reviewed by:** John F. | Talent Acquisition Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Act!?** It's easy to see territories and dial your territory quickly **What do you dislike about Act!?** So so ugly on the eyes. it's largely material but it is not a pleasant experience working in the program all day. **Recommendations to others considering Act!:** Try a different platform **What problems is Act! solving and how is that benefiting you?** Managing customer relationships, separating sales territories, keeping notes through the sales process between phases. Much better than using paper like days of old ### 14. ACT **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Act!?** easy to use and intuitive on how you would use a CRM **What do you dislike about Act!?** limited capabilities, not sure easy sequences for email marketing **What problems is Act! solving and how is that benefiting you?** sometimes the software is slow or seems stuck to use benefits is easy to track contacts and find contacts ### 15. Simple and detailed, it is a nice software !! **Rating:** 4.0/5.0 stars **Reviewed by:** Gary F. | Software System Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2020 **What do you like best about Act!?** The act! For us it is different because we have been able to check directly with the company in order to be able to expand our sales and be able to travel the networks and the internet with a wide level, for us the visibility functionality is very attractive because we have been able to specify with more users , This system can be coupled with the marketing system for the function of expanding our image. **What do you dislike about Act!?** The system is very complete and detailed, so we have not had a negative point regarding the use, the action of each tool is very detailed and fulfills the attraction of new customers and for us it has been very fundamental and until now we cannot find any errors, but future Act! is possible to continue optimizing to provide quality service as before. **Recommendations to others considering Act!:** I definitely recommend it because it has worked perfectly I do not have any kind of inconvenience regarding the function of the system I feel that I can improve adjusting it with the marketing software and the characteristics or tools works in an incredible way expanding the traffic in the, however comparing prices, characteristics , definitive tools leads the way. **What problems is Act! solving and how is that benefiting you?** The company has been different since sales problems or simply increasing sales are 2 circumstances why a CRM service can be useful and I like what Act! It offers us the ample traffic and the way in which we can connect with more clients has been very pleasant so I am happy with this function and in addition to being very punctual at work and when it comes to new client traffic, good tool and good coupling with other marketing systems. ### 16. Decent CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about Act!?** Straightforward CRM that allows you to do standard issue things like track contacts, companies, activity history (phone calls and emails). Can generate customer orders from it. Manage sales opportunities. **What do you dislike about Act!?** The reporting isn't very intuitive and there are no dashboard views. **What problems is Act! solving and how is that benefiting you?** Customer and account management. The benefit for us is a single source of record. ### 17. Sales and extensive traffic. **Rating:** 4.0/5.0 stars **Reviewed by:** Jasper O. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2020 **What do you like best about Act!?** ACT! It is a different system from the other CRM we have compared this software with others and it seems that it provides greater solutions at the time of making a sale the CRM is strategic for new customers makes its tool very powerful, it immediately couples any marketing system to provide a greater scope with what I think is a price is very consistent with the tools offered. **What do you dislike about Act!?** In my opinion, it has been efficient, unlike other systems, however, it seems to me that it should improve, it works correctly and I think that the function is pleasant and I think it can improve its interface in the future. **Recommendations to others considering Act!:** You recommend service because for me it worked in no negative point regarding the operation of the system. In my opinion, it offers different solutions to other software, however I think they adjusted a very good service. **What problems is Act! solving and how is that benefiting you?** It has points in its favor due to the fact that perfectly the marketing network allows to expand the operation of its service reaching and expanding many more people to bring as traffic on this website in turn the crm sales system allows advertising to be more attractive So that clients can access and make a sale, it seems to me that the operation is incredible and it fits perfectly with our system, the characteristics are incredible. ### 18. Outdated Software **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Act!?** Can handle massive amounts of contacts and does allow you to set reminders and meetings. **What do you dislike about Act!?** The user interface of Act is just extremely unfriendly and unattractive. **Recommendations to others considering Act!:** There are so many other alternatives that are just light years beyond act. **What problems is Act! solving and how is that benefiting you?** Being able to keep all of my contacts in one place and keep detailed notes on them. It has so many fields you can sort by. Think of Act like a semi advanced excel spreadsheet. ### 19. Useful in small batches but doesn't hold a candle to most complex CRMs **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Act!?** I like that while the design is simplistic and a bit basic, the actual product itself works well and does the job it set out to do. **What do you dislike about Act!?** The interface looks like a 1980's computer program. I feel like a coder **What problems is Act! solving and how is that benefiting you?** It feels a bit dated and doesnt give us everything we need in terms of analytics ### 20. Act! Not bad , but not Outlook smart **Rating:** 4.0/5.0 stars **Reviewed by:** Jean A. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Act!?** Once Outlook Office 2013 is configured, not a bad system for tracking emails sent and received from clients. Exporting reports to Excel is also a nice feature. Many different search options, down to Zipcode or area code search only. **What do you dislike about Act!?** took MONTHS and quite a bit of money to have an IT firm properly setup ACT to work with Outlook. ACT would crash constantly when communicating with Outlooks. We even upgrade to ACT V17, but did not fix the bugs. After months of IT and ACT support, the system does NOW work as it should. **What problems is Act! solving and how is that benefiting you?** We use it for sales to client tracking and history. Helps the company track the slacker sales guys and the 5-star sales guys. ### 21. ACT Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2021 **What do you like best about Act!?** I thought that the system was pretty simle to use. I used it at a company I used to work for to manage our CRM database. **What do you dislike about Act!?** When I used it, I do not think there were very many modern CRM features. **What problems is Act! solving and how is that benefiting you?** I used it at a company I used to work for to manage our CRM database. ### 22. Great tool for small business! **Rating:** 4.5/5.0 stars **Reviewed by:** Barbara M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2019 **What do you like best about Act!?** Act! is easy to use. Intuitive and fun even. Great calendar features and I can keep records of ALL my work with clients in ONE PLACE. **What do you dislike about Act!?** I can't find documents when I save them and they don't automatically attach to the client record when I print them . And the WORST THING: I can't print out my task lists. For some reason (and I have had customer support work on this) it won't print. I have to export it to Excel, edit it and print it there. **What problems is Act! solving and how is that benefiting you?** I can do mailing very easily.Client records can be easily accessed and I know in an instant where and when I supposed to be on a particular day. So I can say quickly and easily if I am available to work and if not exactly WHAT is booked at that time. I also use it for To do lists and special reoccurring tasks. I can't live without it! ### 23. Stone Age CRM **Rating:** 0.5/5.0 stars **Reviewed by:** Gregg C. | Owner/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2020 **What do you like best about Act!?** There is not much I like about this program other than it is somewhat affordable for small to medium businesses. In the age of web based programs, Act is light years behind. The web version is extremely limited and not even worth using. The email marketing option is so cumberom and very user unfriendly. **What do you dislike about Act!?** This program has been sold many times since it was originally released. At this point, the support is awful and Swiftpage the new owner, constantly forces updates that break our database. We tired the marketing automation and that was even worse. If this CRM can survive, they need a complete overhaul. **Recommendations to others considering Act!:** Don't waste your time. Cross this program off you list. **What problems is Act! solving and how is that benefiting you?** We ceased using ACT and have just 1 license as a backup to our new CRM. This program did little to solve problems other than store data. ### 24. Hunt for replacing ACT **Rating:** 3.5/5.0 stars **Reviewed by:** Eric D. | VP Sales / CFO **Reviewed Date:** February 17, 2021 **What do you like best about Act!?** Quick look ups in a variety of ways. Reminders **What do you dislike about Act!?** Priced themselves out of our office. Missing help desk **What problems is Act! solving and how is that benefiting you?** Keeps me organized and on top of my prospects, customers and vendors ### 25. Act! Review - a good basic CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Hank M. | Field Application Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2019 **What do you like best about Act!?** ACT! is a good CRM (Contact Relationship manager) By entering your contacts and their company, you can keep good notes on your activity with a contact at a customer. **What do you dislike about Act!?** I believe ACT! fails to be a good sales tool. On the surface it has all the components, but everything is driven form the contact. So, if your contact leaves the company, you can lose the ease of looking at the information. It functions well for a sole proprietor, but falls short for a company with multiple sales people and multiple territories **Recommendations to others considering Act!:** Choose something else if you are an "enterprise" ACT! will work for a sole proprietor or a small group. **What problems is Act! solving and how is that benefiting you?** Tracking sales and attempting to maintain multiple customer sites - ACT! does NOT work well for this! ### 26. Act! is the hub of my business **Rating:** 5.0/5.0 stars **Reviewed by:** Mary W. | Business Manager, Arts and Crafts, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2015 **What do you like best about Act!?** Act! enables me to keep all information about customers, prospects, colleagues and vendors in one place and manage them easily. I also really appreciate the reminders - no more having to remember to call someone back! **What do you dislike about Act!?** Aside from some small things, the only thing I don't like is that I haven't taken the time to learn more about what Act! can do and how I can do it. As for the small things, I wish that, when entering a name to search for, the search is very specific. It'd be nice to have a more forgiving search ("similar to"). Also, if it doesn't find the name, it'd be nice if it would simply say, "Create new contact with this info?" **Recommendations to others considering Act!:** Regardless of the size of your company, if you do not have a customer relationship manager to keep track of your business relationships, you are wasting time and energy. ESPECIALLY small companies can't afford that unnecessary waste. You don't have to be a genius or a numbers person to get some value right away. So go! Get Act! **What problems is Act! solving and how is that benefiting you?** I was wasting a lot of time trying to find information. Now I know it's all in Act! And it's searchable. ### 27. ACT! is great contact management software! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen S. | Account Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2019 **What do you like best about Act!?** ACT! is user friendly, robust, easily handles data and manipulation and helps keep me in close contact with my client base. Have used it for years, since the training was on cassette tape, and rarely had any problems with the software or updates. **What do you dislike about Act!?** The e-mail interface occasionally goes down but closing and rebooting the computer have corrected it. Just inconvenient but doesn't happen often. With the change of ownership, the customer service level has changed which has occasionally been frustrating. **Recommendations to others considering Act!:** If you are looking for good, reliable SQL contact database management, ACT! is the best choice out there. **What problems is Act! solving and how is that benefiting you?** Reminders help keep me organized and make sure I follow up with my client base. Easy to do e-mail blasts to my customers or create spreadsheets with selected contacts. Am able to put my database on an iPad device so that I have it when attending trade shows and events so I can easily recall the last interaction with my clients. It's a great piece of software and well-supported over the years. ### 28. Gets the Job Done, A Little Outdated **Rating:** 3.0/5.0 stars **Reviewed by:** Jairo A. | Broker's Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Act!?** The software definitely has a lot of uses when it comes to organizing a client base. Everything from grouping, to attaching documents to your contacts, to setting appointments. It can even be integrated with a few other software platforms such as Mitel. **What do you dislike about Act!?** ACT!'s interface is fairly outdated. It's reminiscent of 90's era databases. Not unusable, and once you get a hang of it you can start zooming around it pretty easily. But the interface can become confusing and isn't very intuitive at times. There is, without a doubt, a learning curve. **Recommendations to others considering Act!:** If you have a lot of files and need something to help you search through them quickly and easily, ACT! is a decent choice. It has a variety of functions on top of organizing contacts and clients. Task managing, scheduling, reports, grouping, and a variety of other things. However, the UI is a little un-intuitive and visibly outdated. Additionally, support for ACT! is a little slow. It often requires a phone call and lengthy back and forth. Overall, the software does its job well, so long as the user is able to overcome the learning curve required to efficiently utilize it. **What problems is Act! solving and how is that benefiting you?** Organizing a large amount of contacts, documents, and files into an easily searchable database with multiple methods of querying information. We've managed to take what would have been a records room worth of files and placed it into a database we can easily search through. ### 29. New CRM tool in market with cheaper rate **Rating:** 4.5/5.0 stars **Reviewed by:** Sanket P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2020 **What do you like best about Act!?** The best part of Act is: 1. Complaint Management Software Implementation 2. CRM Software Integration 3. Best Customer Engagement Platform 4. Available as iPad CRM 5. Online CRM View 6. Small Business Can Easily Use This CRM Software **What do you dislike about Act!?** When searching for a person, it doesn't give you the option of having similar names - the spelling must be exact. **Recommendations to others considering Act!:** This software is for small businesses. **What problems is Act! solving and how is that benefiting you?** We want to use this as one place CRM software. ### 30. Powerful CRM with a range of features **Rating:** 3.0/5.0 stars **Reviewed by:** Ashley M. | Marketing Co-ordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2019 **What do you like best about Act!?** Act! allows us to manage all of our customer data and is a useful tool for reviewing historic notes relating to our customers. With several departments within our business, all can access predetermined areas with specific read and write privileges. **What do you dislike about Act!?** Act! is quite difficult to manage and perform administrative tasks. With new employees regularly requiring access to the system, learning how to use it can be a slow task and I don't believe we are taking full advantage of its features. **Recommendations to others considering Act!:** I believe Act! have now released a cloud-based version. This would be much better and will be the direction we plan to head in so that we have access on mobile phones, tablets, etc. **What problems is Act! solving and how is that benefiting you?** Act! allows us to communicate internally and review feedback left for each of our customers. ### 31. The startup was smooth **Rating:** 5.0/5.0 stars **Reviewed by:** John H. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Act!?** I've worked with ACT and other CRM's for different employers over the last 20 years and I still like the format ACT offers. It's intuitive and not challenging to understand on a simple level. This is a new subscription with a new company but I did try some of the suggested CRM's and either the cost was high and/or the learning curve was high. I didn't know what to expect by the tech calling me for a walk through but essentially I just let him remote in and setup everything from desktop installation to syncing with online version. I realized by watching the tech how so many issues could develop if I attempted the process myself. I had been using just the cloud version because I was concerned about messing things up if I installed the desktop version, so this was one of my questions to the tech. Then they handled it. He spent almost two hours making sure everything ran properly. The tech was pleasant and patient with me when I had to take a call in between his work. So over all, I had a very good experience. **What do you dislike about Act!?** Since I use only the CRM features I haven't found much. The online version sometimes requires a refresh to get the ALL contacts list to load and sometimes there is lag in the up front load to start. But not significant to delay work. Most likely its the connection to the internet I have than the cloud version. I did realize I had to whitelist the online Version to get the task alerts to pop up. **Recommendations to others considering Act!:** I think starting with ACT would be a good first move. Then if you decide you need more fire power then look at the more expensive custom options. Since ACT has been around for so long and so widely used, most CRMs have the ability to convert any ACT database into their own. For most companies I will assume that you most likely will not move away from ACT once you start working with it, but that would be just my opinion after working with a dozen or so different CRMs. **What problems is Act! solving and how is that benefiting you?** The biggest problem for me is keeping track of the hundreds of contacts and what I discussed with them. ACT does a great job of displaying the history for me to quickly remember when I'm talking with a contact or before I call them. The ACT format saves me a lot more time and gives me less headaches. ### 32. Very happy long time user **Rating:** 4.5/5.0 stars **Reviewed by:** Peter E. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2019 **What do you like best about Act!?** I've been using ACT since 1996. I like its easy customability, ie. I can add fields easily and I can change my template quickly whenever I need to start recording a new attribute for our database. The new email integration is great. Finally, I can quickly determine who is opening my emails and clicking on any hyperlinks I provide in my eblasts. **What do you dislike about Act!?** I wish that our ACT! could integrate with our Quickbooks Online. I had this integration several years ago when I was a single user and it was great. I miss being able to quickly determine how much a customer had bought from us and what their payment practices were. **Recommendations to others considering Act!:** Make sure that senior management is truly, absolutely behind the implementation of ACT! Also, ensure, if you can, that the sales team is truly, absolutely committed to using a CRM solution. **What problems is Act! solving and how is that benefiting you?** As I grow ever older (i'm 63), my memory gets ever worse. ACT! ensures that all important followups are done in a professional and timely manner. Also, if ever a customer claims someone that I don't think is accurate, I can look at my ACT notes and quickly determine if I really offered them the extra discount or warranty extension that they think I gave them. ### 33. Long time user over 3 companies. **Rating:** 4.5/5.0 stars **Reviewed by:** Mildenberger M. | GM Dealership, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Act!?** After input of a contact, reports can be configured with numerous choices. **What do you dislike about Act!?** New versions can easily be confused with older versions, and new versions appear too quickly when I don't require new features. **Recommendations to others considering Act!:** Process is tight. Be sure to pay close attention to details when installing. While I was a bit disappointed that I needed to upgrade after years of satisfaction, the upgrade went smooth. Support is on your side. Great product to use. **What problems is Act! solving and how is that benefiting you?** Easy to narrow focus of reports and make sales followup easy with auto email reminders set to preferences. ### 34. Great program for a Membership Database **Rating:** 5.0/5.0 stars **Reviewed by:** Mollie C. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Act!?** The ease of setting up the database and the ability to query for needed information. **What do you dislike about Act!?** Although our organization does not use a lot of what Act! offers, since we just use it for a membership database, I have not found anything that I dislike. **Recommendations to others considering Act!:** If you are seeing a way to maintain a membership or customer database, Act! is great. Although we do not use other features of Act!, I have found that the program and service is top notch. **What problems is Act! solving and how is that benefiting you?** We are able to maintain an accurate membership database. It is easy to query for information, such as expired members to send renewal notices to or new/renewed members to send new membership cards to. We also Act! to come up with our mail or email lists to send out our quarterly journal and weekly e-newsletter. ### 35. There Are Better CRM Tools **Rating:** 1.5/5.0 stars **Reviewed by:** Meredith B. | Loyalty Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Act!?** It has the basics of what we need and is able to integrate without email marketing **What do you dislike about Act!?** The platform itself looks out of date, is not ux friendly, and does not allow us to track some of the data that we really need. Not great for tracking the sales cycle email marketing within does not compare to MailChimp There support is terrible and not easy to get problems fixed **What problems is Act! solving and how is that benefiting you?** Keeping track of our customers Shipping Gifts delivered Marketing efforts email communications and employees tracking leads ### 36. Small business. 28 year user of Maximizer and 6 year user of ACT (my current life preserver). **Rating:** 5.0/5.0 stars **Reviewed by:** Dale C. | Operating Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Act!?** We can all deal with a multitude of issues but not at exactly the same time. ACT keeps everything teed up for action at a time when that action is actually "timely". No forgetting and no regrets. **What do you dislike about Act!?** I mostly dislike my limited personal time to learn all of the features of ACT. It is so much more capable than I am. **Recommendations to others considering Act!:** Every business (and every professional) should have a robust Contact Management System. ACT is one of the best, easy to use and affordable. **What problems is Act! solving and how is that benefiting you?** No forgets and no regrets! ### 37. It runs my life **Rating:** 5.0/5.0 stars **Reviewed by:** Brent S. | Licensed Mortgage Professional, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2019 **What do you like best about Act!?** When I come into the office each morning, ACT tells me who to contact, when to contact and what to say. ACT is literally my assistant in box and I don't pay this assistant any wage or benefits. The main features I use are the Groups (I have 130 Groups and 30 subgroups), the Activity Series for drips to my clients, the seamless link to Microsoft Outlook for all my email, the letter and email templates, the Documents tab to store files, customized tabs to fit my mortgage business and the ACT Scheduler for automatic backups. **What do you dislike about Act!?** ACT is so complex, sometimes it is overwhelming. I have been using ACT for 18 years and I'll bet I only use 40% of the program. I currently use ACT eMarketing. In an effort to upgrade, I took a webinar with Andy Wood on the new ACT Marketing Automation and it seemed very complicated for small users such as myself. ACT Marketing Automation seems to be geared toward larger higher volume blast email users. **Recommendations to others considering Act!:** Jump on board! **What problems is Act! solving and how is that benefiting you?** ACT allows me to stay in touch with my clients on a regular basis even if the call back is scheduled far into the future. I use ACT for all of my meetings, To Dos and Calls. I like the fact one can prioritized these activities with color codes such as red (high priority), blue (medium priority) and black for no priority. I am able to print labels and envelopes seamlessly by simply altering the stock templates that come with ACT. I like the new subscription format allowing me to contact support at any time without having to purchase support packages as we did in the past. ### 38. I dont undestand this question **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2020 **What do you like best about Act!?** WHAT CAN I FIND BY COMPANY, BY CONTACT, BY STATE OR COUNTRY BY E MAIL WHO I'M LOOKING FOR **What do you dislike about Act!?** AS I HAVE MANY PENDING CALLS SOMETIMES I AM DIFFICULT TO CHANGE QUICKLY FROM ONE CONTACT TO ANOTHER OR SOMETIMES LIKE THAT IT WORKS **What problems is Act! solving and how is that benefiting you?** I HAVE A LOT OF ORDER IN MY WORK AND IT IS VERY EASY TO FIND THE CUSTOMER I AM LOOKING FOR AND WITH THIS I MAKE MY WORK FASTER. MY PROBLEM IS THAT SOMETIMES A LITTLE BUT I HAVE TO CLOSE AND OPEN AGAIN. I WOULD LIKE THAT THE SAME PROGRAM WILL ELIMINATE THE CALLS, CLIENTS OR DUTIES APPLIED AND I DON'T KNOW HOW TO CARRY OUT THIS LAST STEP ### 39. The Idiosyncratic CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2019 **What do you like best about Act!?** The customisation and ease of use of this application are incredible for someone unfamiliar with databases and CRM packages. **What do you dislike about Act!?** Unfortunately, this flexibility comes at the cost of some weird quirks due to the .Net Framework front end. Adding new contacts to a company takes nine mouse clicks. Nine!. So much of the interface is counter intuitive, needlessly cumbersome and cannot be changed. Without a complete rewrite of code it won't be changing anytime soon. **Recommendations to others considering Act!:** Easy to use and powerful editing tools but has a quirky interface due to the way it's built. Worth a look. **What problems is Act! solving and how is that benefiting you?** With all that being said, if you can handle the idiosyncratic quirks of the program it can be very powerful. I've used it to build a marketing database that is quick and easy to use. I'd highly recommend it if you need something powerful, flexible, yet easy to use without needing to learn Access or SQL. ### 40. No continuity **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Act!?** This CRM is solid and has enough features for small to medium company. **What do you dislike about Act!?** Act and vendors take no responsibility for their actions and change of terms. Dont keep the initial terms of lifetime licenses. Have not successfully informed me about the change of conditions and therefore I lost 3 licenses. Both - the Act and their Authorized Saler take no responsibility for this situation. **Recommendations to others considering Act!:** the support is no existence. Do not rely on vendors - they take no responsibility and don't forward essential info. Act take no responsibility for them as well. I lost 3 LIFETIME?? licences and cant move the remaining licenses to another comp, because Act decided to change the pricing policy from lifetime?? license to monthly membership. Who knows whats going to be next? 25$/month - maybe once they have enough users, in a year they will raise to 100$/mth and your company has no choice - hassle with changing crm or extremely increased costs. **What problems is Act! solving and how is that benefiting you?** CRM ### 41. ACT is the perfect CRM for small businesses like mine **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2019 **What do you like best about Act!?** We are a small business using ACT. We like the ease of use and the way it works with our email system to record email interactions with our customers. Customization is easy to do and lets you tailor ACT to your specific business requirements. I definitely recommend ACT to any business looking to get ahead. **What do you dislike about Act!?** Setting everything up by yourself would be difficult. I would highly recommend hiring an ACT certified consultant to keep you ahead of anything new and help move through any technical difficulties. I would like some more features added to the new ACT E-marketing, SwiftPage used to have a survey feature that is no longer available with ACT E-marketing. Bring it back. ACT needs management to be good and effective. Having an in-house ACT manager will make ACT more effective and easier to use. I always say that ACT is only as good as the information that is inputted. You need complete buy in from your team. **Recommendations to others considering Act!:** Using a consultant for some training and initial set up would be beneficial and get you going fast. **What problems is Act! solving and how is that benefiting you?** We are keeping track of customers making it easy for everyone in the office to be on the same page in terms of where a customer is at. ACT E-marketing makes it easy to keep customers informed of what is new at Cameron Instruments. We can keep track of our sales team by using the opportunities, they can keep track of sales and where they are at for the month. They can easily track long-term opportunities. ### 42. A great tool to my business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2020 **What do you like best about Act!?** I like it that you have to take action on all tasks and to do's you can reschedule if needed and delete them but then you just kidding yourself **What do you dislike about Act!?** I don't really dislike anything however getting to grips with some of the new features when adding them can be a bit time consuming **What problems is Act! solving and how is that benefiting you?** Act ensures that any enquires and actions required are done when required ### 43. Act! = Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Fernando G. | Director de ventas, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2019 **What do you like best about Act!?** Act! It has been an easy-to-use software, an incredible user interface that allows us to customize our designs for sales, the price is incredibly cheap. What I liked the most and it is significant, is that it has several language options available and there is the possibility of requesting a demo, extension tool such as history, activities, call tracking, tasks and more **What do you dislike about Act!?** Definitely so far the problems have been literally non-existent and I am very happy with the service provided by Act! to the Real Estate organization **Recommendations to others considering Act!:** I blindly recommend the plan Act! CRM, is very complete and less limiting **What problems is Act! solving and how is that benefiting you?** We have the option of managing the activities of the entire sales team to track their tasks, have customizable areas and we can easily integrate it with Gmail and Outlook ### 44. Act is robust and flexible **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan M. | I.T. Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2019 **What do you like best about Act!?** Act has incredible flexibility and customization options that allow it to suit any of a very wide variety of needs, both in terms of data to store, as well as how to present it. With the ability to have and use multiple layouts, we can separate how the data is presented to each team, eliminating unnecessary information and placing emphasis and focus on the data each team needs to see. **What do you dislike about Act!?** Act has a lot of rough edges where certain functions seem like they would work together, but don't, such as being unable to perform a query of both 'normal' Act fields and Custom Table fields in the same lookup. Additionally, stability seems to be a very minor issue, with it crashing via out-of-memory errors on rare occasion. **Recommendations to others considering Act!:** Be prepared for a lot of options and interfaces - these will ultimately allow you to shape your data in the precise way you want to see it, but getting there is a bit of a learning curve. **What problems is Act! solving and how is that benefiting you?** Almost everything we do is in ACT, from booking meetings, to tracking sales, to automating email notices for reminders regarding appointments or service renewal. About the only thing it doesn't have baked in is a Powerpoint editor and PDF viewer. We keep track of a lot of information and ACT allows us to easily rearrange and visualize it, including a detailed record history showing changes made throughout a contact's history with the company. ### 45. ACT from a long time user perspective **Rating:** 2.5/5.0 stars **Reviewed by:** Ross T. | Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Act!?** I like ACT's format and how it looks and reads on the screen. It is easy to get my key information and input notes **What do you dislike about Act!?** I am new to the web-based product and it seems to be slow **Recommendations to others considering Act!:** faster loading and loading of client information **What problems is Act! solving and how is that benefiting you?** My biggest benefit is the ability to quickly review my notes when a client calls back to always be up to date. ### 46. Great for fast dialling **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2019 **What do you like best about Act!?** ACT! enables telesales teams to make calls and leave notes quickly, with easy overall data visibility. **What do you dislike about Act!?** It doesn’t offer great customisation so doesn’t always meet all requirements. **Recommendations to others considering Act!:** The platform is very user friendly, it enables agents to quickly form a pipeline and effectively structure their day. It allows for great notes and offers great data visibility. It lacks integration options, the cloud version is not up to standard in my opinion, the UI looks rather old fashioned and basic but overall great no frills CRM. **What problems is Act! solving and how is that benefiting you?** Other CRM’s just do not offer the same ease of use and affordability - act allows for no frills high volume dialling in a fast paced telesales environment. ### 47. I've used ACT since the very first release. It's invaluable to my marketing outreach projects. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2019 **What do you like best about Act!?** The features are comprehensive and the ease of use is why it's my favorite CRM solution. **What do you dislike about Act!?** Any lacking features have usually been addressed in updates. **Recommendations to others considering Act!:** Use the available manuals and resources available from ACT and purchase third party manuals to get the full capabilities out of ACT. **What problems is Act! solving and how is that benefiting you?** I have multiple projects in progress at any given time. I maintain various databases in ACT for each client / project. ACT is invaluable for me to keep track of the history, tasks to be completed, and opportunity I have for each prospect. The ease of use of ACT features is important to me. For advanced features, there is a wide range of documentation and user manuals available on the market. ### 48. Sales all in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa E. | Customer Service Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2019 **What do you like best about Act!?** I like that we can modify it as needed and its easy to use. you can store documents and all communication in one place. so the whole team knows what is going on. **What do you dislike about Act!?** You can't have multiple note sections. We have 2 items we sell and we can't have notes separate for each in the same record **Recommendations to others considering Act!:** Its easy to manage. Reporting is easy and it keeps everything you need all in one place. **What problems is Act! solving and how is that benefiting you?** It stream lines our work load. Multiple people can help if somebody is out and a customer calls. ### 49. Act is nice, the the company is not **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Act!?** Act is a mandatory program for my area of work. The issue I have with act is just a few years ago I bought the program on a cd rom for everyone in my company. Just four years later the cd rom version no longer works and they now require a monthly charge for the program. The cd rom version no longer works and to me thats a scam. But I have to use act so I now pay over priced for a program I already own. **What do you dislike about Act!?** That you no longer support CD rom versions of the program. **What problems is Act! solving and how is that benefiting you?** Act is a must have for the number of contacts we need to keep track of with our business. It would not be possible with out act. ### 50. ACT! Provides Everything I need to stay connected to customers and track sales. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Act!?** ACT! allows me to create templates for frequent activities and then merge my contacts using Word or Outlook. This is a huge time saver precluding me from having to retype or cut and paste. The opportunities allow me to track sales and insight in the sales process. **What do you dislike about Act!?** Not having ACT! Create invoices with unique invoice numbers. **What problems is Act! solving and how is that benefiting you?** Keeping track of customers. Being able to access documentation of past transactions and receive insights in how to best serve our clients now and in the future. ## Act! Discussions - [Will it integrate with my ERP?](https://www.g2.com/discussions/will-it-integrate-with-my-erp) - 1 comment, 1 upvote - [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 - [Pay but no play](https://www.g2.com/discussions/33997-pay-but-no-play) - 1 comment, 1 upvote - [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 - [How should I get Pro to my mobile device?](https://www.g2.com/discussions/how-should-i-get-pro-to-my-mobile-device) - 1 comment, 1 upvote - [View Act! pricing details and edition comparison](https://www.g2.com/products/act/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+10%3A34%3A55+-0500&secure%5Bsession_id%5D=a5dc2301-97e4-48df-abea-7316aecffffc&secure%5Btoken%5D=e9da4a8206eabfac9bba192d0415863e109a5398f892d4e925afe4bb64d567cb&format=llm_user) ## Act! Integrations - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [MailerLite](https://www.g2.com/products/mailerlite/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Act! Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Mobile & Social** - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Act! 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