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About

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 Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, 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.

About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Version Not Supported
Free Trial Supported

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.3 / 5
ease 4.1 / 5
features 4.4 / 5
design 4.0 / 5
support 4.4 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Pros from Real Users

Pros

  • With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.
  • I first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.
  • I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.
  • Act! is pretty easy to use, and to navigate through. It is great to help me organize the tasks that need to be done. I LOVE that I can prioritize my tasks, set alerts/reminders, and roll over any tasks that I couldn't get done today, into tomorrow's list, and they will all be prioritized again tomorrow!
  • I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!
  • That my IT guy handled it and your IT guy worked with my IT guy. I pretty much listened like a canine would when humans talk.
  • Changes are not significant every year, they listen to the customers. Integration is good with other products.
  • Act! is an infallible platform when it comes to communicating with the client, this platform is essential to be able to have a constant retention of negotiations, one of the first features that I liked about this platform is the ability it has to do automatic analysis, This platform offers me a system which allows me to generate automated analysis, it is capable of collecting all the information regarding the negotiations and the potential client registered within the platform, in this way it offers you a detailed report on the rate of satisfaction with clients. , the total deals completed, the total deals canceled and many other statistics, I consider that these automatic statistics help me a lot to save time when it comes to obtaining detailed reports. The platform has mobile access, through an application, this application is quite beneficial when it comes to organizing your sales automation system, in addition, you can also perform marketing automation through this application, I consider this application to be quite functional and beneficial . This platform has a drag and drop system, which allows you to create an automated system in a matter of seconds, you just have to drag and drop each of the actions that have to be executed when the client requires it, so that this can be executed quickly. through the marketing system. This pretty perfect CRM system offers you constant communication with your potential client so that you can retain them for as long as possible, also offers an immediate registration to your contacts page for each potential client, so that you can have privileged contact information, in addition , you will have a system that will help you follow up on each potential client to meet all the requirements during the negotiation process.
  • It's easy to use (if you're a dedicated Windows user), the Search function is fabulous, you can build your own template layout, put fields where you want them, create your own background design, keep detailed records about transactions/communications. It truly is ALMOST the single greatest database ever made.
  • Customer and sales process tracking, along with document templates are the functions I use on a daily basis.

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Act!
Founded: 1987
United States
www.act.com

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

Alternatives

Alternatives

DejaOffice CRM

DejaOffice CRM

CompanionLink Software
monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com

Categories

Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Financial CRM Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Landing Page Supported
Lead Capture Supported
Lead Management Supported
Legal CRM Supported
Real Estate CRM Supported
Sales Tracking Supported
Social CRM Supported

Categories

AI CRM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Legal CRM Supported
Real Estate CRM Supported
Sales Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Planning Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Not Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Not Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Not Supported
Social Media Monitoring Not Supported
Task Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Integrations

3CX Supported
BoomTown Supported
DataMatch Supported
Descartes ShipRush Supported
Dropbox Supported
Eventbrite Supported
Freshdesk Supported
HubSpot Data Hub Supported
Insider One Supported
Lyftrondata Supported
Nexa Supported
OutboundEngine Supported
QuickBooks Online Supported
QuickMail Supported
SalesStreamliner Supported
Sonetz Supported
SurveyMonkey Supported
Windward Hub Supported
Wufoo Supported
Zendesk Supported

Integrations

3CX Supported
BoomTown Supported
DataMatch Supported
Descartes ShipRush Supported
Dropbox Supported
Eventbrite Supported
Freshdesk Supported
HubSpot Data Hub Supported
Insider One Supported
Lyftrondata Supported
Nexa Supported
OutboundEngine Supported
QuickBooks Online Supported
QuickMail Supported
SalesStreamliner Supported
Sonetz Supported
SurveyMonkey Supported
Windward Hub Supported
Wufoo Supported
Zendesk Supported
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