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.
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About
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform.
Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects.
Start growing your revenue with Shape's suite of services today.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships
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Audience
Mortgage, Solar, Higher Education, Debt, Small Business, Sales & Marketing automation for all industries.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$119
No annual contracts billed month-to-month! Additional services include a secure customer portal, digital IP target marketing ads, and ShapeIQ AI lead scoring.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAct!
Founded: 1987
United States
www.act.com
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Company InformationShape Software
Founded: 2007
United States
setshape.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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
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
Email Marketing Features
A/B Testing
Supported
Artificial Intelligence
Supported
Auto-Responders
Not Supported
CAN SPAM Compliance
Not 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
Financial CRM Features
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
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
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
Not Supported
Segmentation
Supported
Social Marketing
Supported
Website Visitor Tracking
Supported
Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Not Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Supported
Lead Management
Supported
Property Alerts
Not Supported
Referral Tracking
Supported
Segmentation
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
Business Intelligence Features
Ad Hoc Reports
Not Supported
Benchmarking
Supported
Budgeting & Forecasting
Not Supported
Dashboard
Supported
Data Analysis
Supported
Key Performance Indicators
Supported
Natural Language Generation (NLG)
Not Supported
Performance Metrics
Supported
Predictive Analytics
Supported
Profitability Analysis
Supported
Strategic Planning
Not Supported
Trend / Problem Indicators
Supported
Visual Analytics
Supported
Call Recording Features
Archiving
Supported
Call Sharing
Supported
Distributed Call Recording
Supported
Event Triggered Recording
Not Supported
File Transfer
Supported
Instant Retrieval
Supported
On-Demand Recording
Supported
Recording Bookmarking
Not Supported
Scheduled Recording
Supported
Screen Activity Recording
Not Supported
Video Call Recording
Not Supported
Call Tracking Features
Call Log
Not Supported
Call Recording
Supported
Call Routing
Supported
Caller Identification
Supported
Campaign Management
Supported
Conversion Tracking
Supported
CRM
Supported
IVR / Voice Recognition
Supported
Keyword Tracking
Supported
Law Practice Management Features
Billing & Invoicing
Supported
Calendar Management
Supported
Client Portal
Supported
Conflict Management
Supported
Contract Management
Supported
CRM
Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Supported
Task Management
Supported
Time Tracking
Supported
Trust Accounting
Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Supported
Document Assembly
Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Supported
Version Control
Supported
Mortgage and Loans Features
Amortization Schedule
Supported
Client Database
Supported
Closing Documents
Supported
Commercial Mortgages
Supported
Contact Management
Supported
Credit Reporting
Supported
Customer Statements
Supported
Document Management
Supported
Electronic Applications
Supported
Government Loans
Supported
Loan Origination
Supported
Loan Servicing
Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Supported
Predictive Dialer Features
Call Monitoring
Supported
Call Recording
Supported
Call Results
Supported
Call Transfer
Supported
Callback Scheduling
Not Supported
Campaign Specific Caller ID
Supported
Contact Management
Supported
FCC Compliance
Supported
FTC Compliance
Not Supported
Lead Capture
Supported
Lead Management
Supported
Project Management Features
Agile Methodologies
Not Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Kanban Board
Not Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Not Supported
Sales Acceleration Features
Campaign Management
Supported
CPQ
Not Supported
Dialer
Supported
Email Sequencing
Supported
Email Templates
Supported
Email Tracking
Supported
List Building
Supported
Meeting Scheduler
Supported
Predictive Analytics
Supported
Reporting
Supported
Sales Gamification
Supported
Sales Intelligence
Supported
Sales Workflow 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
Supported
Referral Tracking
Supported
Sales Forecasting
Supported
Territory Management
Supported
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Integrations
Google Workspace
Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
Zapier
Supported
8x8
Supported
CallTools
Not Supported
Cognition Cockpit
Supported
Encompass CX
Not Supported
Mobile Locker
Supported
Mobile Text Alerts
Supported
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Integrations
Google Workspace
Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
Zapier
Supported
8x8
Not Supported
CallTools
Supported
Cognition Cockpit
Not Supported
Encompass CX
Supported
Mobile Locker
Not Supported
Mobile Text Alerts
Not Supported
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