Act! vs. Shape Software Comparison Chart

Dealerships and automotive service businesses depend on repeat customers and timely follow-up. Act! keeps every customer's contact details and conversation history in one place, so your team can follow up at the right moment, from service reminders to trade-in offers. Automate email campaigns for maintenance reminders and promotions, track sales opportunities through a visual pipeline, and capture new inquiries with web forms. Every plan includes free onboarding and a dedicated Account Manager.

Act! helps small businesses manage the customer side of the business in one place: contacts, sales opportunities, marketing campaigns, appointments, quotes, and payments. Instead of juggling separate tools, your team works from one platform with shared customer history and clear next steps. Dashboards and reports show pipeline health and activity at a glance, and integrations with Outlook, RingCentral, and Zapier connect Act! to the tools you already use. Act! has helped small businesses grow for over 39 years.

Construction and trade businesses win work through relationships, bids, and follow-ups. Act! keeps contacts, project opportunities, and quotes in one place, so nothing slips between the first site visit and the signed contract. Track bids through a visual pipeline, send interactive quotes customers can accept and pay online, and set reminders for follow-ups and repeat work. Web forms capture new inquiries straight into Act!, and the Act! Companion mobile app keeps details at hand on the job site. Every plan includes free onboarding and a dedicated Account Manager.

Contact management is where Act! started, and it's still at the core of everything we do. Act! keeps every contact's calls, emails, meetings, notes, and history in one shared record, so your whole team has the full picture. Organize contacts with dynamic groups that update automatically, set reminders so follow-ups never slip, and log emails right from Outlook with the Act! Sidebar. Access everything on the go with the Act! Companion mobile app. Trusted by 800,000+ users worldwide.

Act! is a CRM built for small and midsize businesses that run on relationships. Act! unites sales, marketing, and customer management in one simple platform, so contacts, deals, follow-ups, and email campaigns live in one place. Every Act! Advantage plan includes email marketing, web forms, online scheduling, and interactive quotes and payments, plus free one-to-one onboarding and a dedicated Account Manager. Choose the cloud, or run Act! on-premises with Act! Premium Desktop. Trusted by 800,000+ users worldwide for over 39 years, Act! was named a 2026 CRMmys Finalist for Best CRM for Small Business.

Act! includes email marketing in every Act! Advantage plan, connected directly to your CRM. Build campaigns from pre-designed templates, personalize them with contact data, and set up drip campaigns that follow up automatically. Because email lives inside your CRM, every open and click is tied to the contact record and pipeline, so sales knows exactly who's engaged. Pricing is per user, not per contact, so growing your list doesn't raise your bill. Act! Advantage Ultimate includes up to 50,000 sends per month.

Financial advisors and firms build their business on trust and long-term relationships. Act! keeps every client's contact history, notes, and meetings in one place, so you're prepared for every conversation. Segment clients with dynamic groups, schedule reviews and check-ins with automated reminders, and send personalized email campaigns from the same platform. Act! maintains SOC 2 compliance, and you can run it in the cloud or on-premises with Act! Premium Desktop for full control over your data. Free onboarding and a dedicated Account Manager are included.

Health and wellness practices rely on strong, personal client relationships. Act! keeps client contact details, appointments, follow-ups, and communication history in one place. Online appointment scheduling lets clients book time directly, automated reminders keep follow-ups on track, and email campaigns keep your community informed. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager help you set up Act! around how your practice works.

Hotels, inns, and hospitality businesses thrive on repeat guests and great experiences. Act! keeps guest and group contacts, preferences, and history in one place, so your team can personalize every stay and follow-up. Send email campaigns for seasonal offers, promote and manage events, and gather feedback with surveys. Automated reminders help you stay in touch before and after each visit, turning one-time guests into loyal customers.

Insurance agencies grow through renewals, cross-selling, and long-term client relationships. Act! keeps every policyholder's contact details and history in one place, with automated reminders for renewals and check-ins. Segment clients with dynamic groups, send targeted email campaigns, and track new business through a visual pipeline. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager are included.

Act! lets you build landing pages that capture leads and send them straight into your CRM. Pair landing pages with Act! web forms to collect contact details, then trigger follow-up tasks, opportunities, or email drip campaigns automatically. No coding is required, and every submission is tied to a contact record, so you can see which pages turn visitors into customers. Landing pages are part of Act! Marketing, alongside email campaigns, surveys, and event management, all in one platform with your CRM.

Act! captures leads from your website and sends them straight into your CRM. Act! Web Lead Forms are included with every Act! Advantage plan and can be embedded on your site or shared as a link, with no coding required. Each submission can create or update a contact, assign a follow-up task, generate an opportunity, or start an email drip campaign. Landing pages, surveys, website chat, and event registration give you even more ways to capture leads, all connected to one platform.

Act! helps small businesses manage every lead from first contact to closed deal. New leads from web forms, landing pages, and events flow straight into Act!, where you can group them, assign follow-ups, and track progress through a visual pipeline. Automated drip campaigns keep leads warm, and on Act! Advantage Ultimate, lead scoring shows who's most engaged. Because sales and marketing share the same records, no lead falls through the cracks between teams.

Law firms grow through referrals, reputation, and responsive client service. Act! keeps clients, prospects, and referral sources organized in one place, with full contact history and automated follow-up reminders. Capture new inquiries with web forms, track potential matters through a visual pipeline, and stay in touch with past clients through email campaigns. Run Act! in the cloud or on-premises with Act! Premium Desktop for full control over sensitive data.

Act! combines CRM and marketing automation in one platform built for small businesses. Create drip campaigns that nurture leads automatically, and use web forms and landing pages to capture new contacts. On Act! Advantage Ultimate, lead scoring and website and asset tracking show who's engaged and ready to buy. Every action ties back to the contact record, so marketing and sales work from the same data. Free onboarding and a dedicated Account Manager help you get your first campaigns live fast.

Act! Web Lead Forms are included with every Act! Advantage plan. Build forms for contact requests, quotes, event registration, and more, then embed them on your website or share them online, with no coding required. Unlike standalone form builders, every submission flows straight into your CRM. Forms can create or update contacts, schedule follow-up tasks, generate opportunities, start drip campaigns, and even collect payments. Advanced Web Lead Forms are available on Professional and Ultimate plans.

Real estate runs on relationships, referrals, and timing. Act! helps agents and brokerages keep every buyer, seller, and referral partner organized in one place, with full contact history and automated follow-up reminders. Track listings and deals through a visual pipeline, stay top of mind with email drip campaigns, and capture new leads from web forms and landing pages. The Act! Companion mobile app keeps contact details at hand between showings. Free onboarding and a dedicated Account Manager are included with every plan.

Act! helps real estate professionals capture and convert more leads. Build landing pages and web forms for listings, open houses, and home valuations, and send every submission straight into your CRM. Each new lead can trigger a follow-up task or an email drip campaign automatically, so no inquiry goes cold. Track leads through a visual pipeline, and use the Act! Companion mobile app to follow up between showings.

Act! gives small sales teams a clear view of every deal. Track opportunities through a visual pipeline, see where each deal stands, and spot stalled deals before they slip. Activity history shows every call, email, and meeting, and reminders keep follow-ups on schedule. Dashboards and reports show pipeline value and team activity at a glance, so managers can forecast with confidence. Interactive quotes and payments help close deals faster.

Act! helps you turn social engagement into real customer relationships. Capture leads from social campaigns with landing pages and web forms, and use Zapier to bring new contacts from sources like Facebook lead ads into Act! automatically. Every contact's history lives in one record, so you can follow up with the right message at the right time. Pair social activity with email campaigns, surveys, and events to keep the conversation going beyond the feed.