Act!

Pros: We recently took over the family business, and if we didn't have 34 years on relevent data we wouldn't stick with this CRM. Hvaing used Salesforce, Hubspot, and other internal private CRM's I have to say it is the most inferior and non-user friendly one I have encountered.

Cons: Static non-movable notes section. Formatting issues with the notes section, and constant glitching. Inability to copy and paste from preview. Weird organization method for contacts and company. Customer Success department is good, however having them in an overseas timezone when the 7th largest world economy is in California is very invonvienient time zone issue. Their overseas I.T. department has abolsutely no idea what they are doing. They were 15 minutes late for a ticketed scheduled meeting, and wouldn't have shown up if we didn't call them. They then hung up on our internal I.T. guy when they got confused, and then lied about it in the log notes; saying "he asked to put us on hold and never came back." I verified this later in another call.

Pros: The value for the money is priceless. The ability to keep track of calls, quotes, and emails is a game changer.

Cons: Sometimes the phone connection is a little hard to hear and the screen were you need to add new contacts can be difficult.

Pros: ACT saves me time and increases my productivity by having all my information for clients, and the tools to help, in one, easily navigable pkace.

Cons: I can't honestly think of anything that I don't like. I have been using it for 15+ years with little to no issues, and when I do have a problem, customer service is always helpful and friendly.

Pros: For nearly 30 years, ACT! has been one of the most valuable business relationships I’ve had—including compared to my banking partners. Very few companies today deliver this level of long-term value, service, and reliability. What stands out most is their exceptional customer support and continuous software improvement. In an era where many major companies charge significantly more for limited online-only service, ACT! provides direct, high-level technical support from experienced senior technicians and engineers who genuinely stay with you until problems are fully resolved. Whether it’s recovering critical data or troubleshooting complex system issues, their team consistently delivers. ACT! has remained an essential part of my business infrastructure because they combine affordability, powerful CRM functionality, and unmatched support better than virtually anyone else in the industry.

Cons: If I had to identify one drawback, it would be that the software can occasionally be a bit finicky—particularly with things like Outlook integration needing to be reset or reconfigured from time to time. That said, this is rarely a serious issue because ACT!’s support team can typically remote in and resolve it within minutes. My only real criticism would be the occasional communication challenges that can come with offshore support teams. In a global business environment, that’s simply part of modern customer service, and it’s a small tradeoff considering the outstanding level of technical support ACT! provides at its price point. Ultimately, any minor frustrations are heavily outweighed by the company’s value, responsiveness, and commitment to keeping clients operational.

Pros: Customer Support. If it wasnt for the phone support, I would not be able to keep usign it. Good for keeping track of custoemrs

Cons: It seems a bit finicky and difficult to run. Crashes my outlook and often loses setting with Google Integration.

Pros: ACT! has 100% helped me organize my business. From being able to Group my contacts, to scheduling emails, and so much more. I learn more every day about using ACT! that helps my business.

Cons: One of the things I like least was the amount of time it took me to enter allmy contacts, but that's on me. The Onboarding Call where everything was explained should be longer and allow for me time to answer questions.

Pros: Ease of use for contact management! Customer support through ACT and not by outside companies has been great!

Cons: We are being slowly pushed into a cloud service that does not integrate well with how we store documents.

Pros: I like that it keeps me organized and can set meetings. I can set up pricing and forecasting. Keeps me organized. I just wish it was easier to use on the run.

Cons: I don't like having to be online to access it. I asked for a desk top version but never got it. Personally, I like the original act better because it is more user friendly.

Pros: Best contact manager I have ever used. Mostly intuitive and very easy to add data. It is almost fun too enter all contact info.

Cons: Some sub menus are hard to navigate; especially the notes and the history tabs. Once you understand how to negotiate the tabs it is okay.

Pros: The idea of what is possible. I'm a longtime (20+ years) ACT desktop user and have been devoted to ACT. Last year I moved to the cloud version to try to save some money because I'm reaching retirment and now only use it for personal reasons. I hoped for the same easy use.

Cons: The cloud version is clunky. It dumps out .ao files that have no purpose and you ust have to delete them to keep your system from getting cluttered. Tech support told me there is no fix for this. I can't get it to sync with my Google calendar--just doesn't work. About every third time I open it I get a repeat of the "getting started" menu that no longer has any relevance for me but visually clutters and obscures important things on my screen. Overall, I find it to not be that worthwhile and am looking for another alternative that is suited to my limited needs but that will work more efficiently.

Pros: I have been using Act for years and their database is the best. Their Customer Service is excellent and have been helpful through the years. I highly recommend this product! Christine Meny

Cons: I have had problems with the web-based product being able to print out my template that I designed for my clients. I have to use their database that resides on my computer. That is my only complaint. I wish they would fix that problem.

Pros: Act! provides a strong, centralized platform for managing client relationships and tracking sales activity. The contact management features are especially helpful, allowing us to keep detailed records of client interactions, policies, and renewal timelines. The customization options are also a plus, making it adaptable to our workflow as a brokerage. Additionally, the email integration and marketing tools help streamline communication with clients and prospects.

Cons: The interface can feel a bit outdated compared to newer CRM platforms, and there is a learning curve when first getting started. Some features require additional setup or customization to be fully effective. Mobile access could also be improved for easier use on the go.

Pros: Doing email Marketing keeping up with customers in one location would like to have it more to be able to delete old customers

Cons: Act does not have built in email I get used to have. It's not as robust as it used to be when it was a program you could put on a Mac. And the online version that still does not work very well with Mac

Pros: Ease of use. Use everyday for my calling follow up, cold calling. Record keeping phone numbers notes etc. tracking buildings rates , vacancy, list broker contact.

Cons: IT service, trouble understanding techs. Hard to get responses quickly. Don’t like high price increase after using for so many years with no assistance from ACT. Was also told my price did not include IT help after so many years of use without asking for anything.

Pros: Ease of Use and responsiveness of Customer Support. They don't make you wait and the Customer Support team is knowledgeable and assist even when you don't quite know what you are asking as a non-IT person

Cons: Mobile Access - have never used it and see no reason to so I cannot really evaluate it. If the Mobile access is anything like their program I'm sure it is easy to use.

Pros: I have been using ACT since version 1.0 It's easy to use, very intuitive. It would be very hard to run my business without it.

Cons: The cost. In the olden days I would purchase a new version of ACT and use it for several years. Now, we are required to purchase ACT every year even though I don't use any of the new features.

Pros: I have it for many many years! Its an awesome setup that helps work! I have done it over 25 years . I need it to work successfully and it is! The letters written was though ACT. That's a way to keep track of customer's. I have over 4000 costumer's that I always look at!

Cons: NOTHING! I like ACT a lot!

Pros: Act is easily customizable. It holds efficiently all the customer information necessary. Offers quick look ups.

Cons: Act does not work well with the new version of MS Outlook. The ACT phone app still needs work, though it is a major improvement from previous versions.

Pros: Been has been using Act for 20+ years; easy to use and dependable. The e-marketing is simple. Good reporting

Cons: Lack of a strong online product. The syncing is slow. The desktop version is a very old format and data can be old.

Pros: convenience and stability: “What I like most about Act! is the combination of convenience and stability. It keeps my workflow smooth, reliable, and easy to manage without extra steps or complications.”

Cons: “Honestly, there isn’t anything I like least about Act! I’ve used it successfully for over 20 years, and it has consistently supported my workflow without issues.”

Pros: The ability to keep all my data in one place. Being able to email and schedule activities to stay in touch with clients

Cons: The issues with time it takes screen to change when completing activities. 20 to 30 seconds when you do 100 plus activities per day is a waste of time when I could be making sales calls.

Pros: Good tool to keep track of your clients and activities. I use it for quotes, orders and marketing activities.

Cons: Occasionally freezing, requiring a restart. Sometimes the features don't work properly requiring a restart.