- Contact and Customer Management : Centralize customer data with detailed profiles, interaction history, and relationship tracking, which helps teams personalize communication and strengthen long-term client engagement.
- Sales Pipeline and Opportunity Tracking : Provide tools to manage leads, monitor opportunities, and forecast sales accurately, which ensures better visibility into performance and improved decision-making.
- Marketing Campaigns and Automation : Deliver targeted email marketing, campaign tracking, and automation options that improve outreach, nurture leads effectively, and maximize customer conversion opportunities.
- Workflow and Task Management : Streamline daily operations with project tracking, scheduling, and reminders, which helps businesses organize work efficiently and avoid missed opportunities.
- Integrations and Customization : Connect seamlessly with productivity apps like Office 365, Gmail, and accounting tools, and supports customization that adapts the platform to unique business processes.
- Analytics and Reporting : Offers detailed dashboards and performance reports that give actionable insights, support strategic decisions, and help optimize both sales and marketing strategies.
- Cloud Accessibility and Mobility : Provides secure cloud hosting with mobile access, which ensures teams can manage customer data and activities from anywhere with consistent reliability.
Act CRM
Manage customer relationships, sales processes, and operational workflows for industrial and production-focused businesses.
Updated February 27, 2026
Act CRM Overview
Act CRM is a customer relationship management solution designed to support manufacturing businesses with stronger client engagement and streamlined operations. It provides tools for managing sales pipelines, tracking customer interactions, and organizing essential business data in one place.
By offering insights into customer behavior and team performance, Act CRM helps manufacturers improve decision-making, build long-term client relationships, and drive overall business growth efficiently.
Key Features
Pricing
| Plan Name | Price (USD/user/month, billed annually) | Key Inclusions |
|---|---|---|
| Act! Advantage – Standard | $30 | Full-featured CRM & mobile app; basic email marketing (2,500 sends/mo); Office 365 & Gmail integration; standard quotes & appointment scheduling; forms, surveys, website chat & event management; reports & dashboards; standard support with onboarding specialist; 15 GB cloud storage with nightly backups & automatic updates |
| Act! Advantage – Professional | $45 | All Standard features, plus: Email Marketing Plus (25,000 sends/mo); AI writing assistant; turnkey campaigns & nurture marketing; advanced quotes & appointment scheduling; advanced forms, surveys, website chat & event management; accounting integration; project management; 25 GB cloud storage |
| Act! Advantage – Ultimate | $60 | All Professional features, plus: Marketing automation (50,000 sends/mo); lead scoring & progressive profiling; additional email domain; custom industry tables; online customer portal; enhanced support with onboarding specialist; 35 GB cloud storage |
Check Pricing details: https://www.act.com/pricing/
Pros
| Competitor | Pros of Act! CRM |
|---|---|
| Salesforce | Act! CRM offers a more approachable interface and simpler pricing. It still delivers solid pipeline tools that suit smaller teams well. |
| Insightly | Act! CRM provides deeper email-marketing options and stronger onboarding, and it keeps contact data unified without overwhelming complexity. |
| Keap | Act! CRM brings more predictable costs and flexible storage, and it blends sales and marketing tools in a less costly way. |
| Pipedrive | Act! CRM covers both sales pipelines and robust marketing capabilities, and this avoids reliance on many third-party integrations. |
| Apptivo | Without sacrificing ease of use, Act! CRM offers richer campaign tools and a refined interface that feels more polished for everyday tasks. |
Cons
| Competitor | Cons of Act! CRM |
|---|---|
| Salesforce | Act! CRM lacks the enterprise-level scalability, AI tools, and vast app ecosystem that Salesforce brings to large organizations. |
| Insightly | Act! CRM does not match Insightly’s starter-friendly workflows or its intuitive project-management features. |
| Keap | Act! CRM does not offer as powerful automation builder or integrated invoicing, and its marketing automation isn’t as advanced. |
| Pipedrive | Act! CRM falls short in visual pipeline navigation and simplicity in sales tracking that Pipedrive excels at. |
| Apptivo | Act! CRM costs more at entry level, and does not offer as wide a set of modular, affordable apps for small teams. |
Reviews
- PCMag Review (Rating: 3/5): Act CRM costs slightly less than Zoho CRM, which the review notes some small businesses may appreciate when comparing SMB-friendly options.
- TechRadar Review (Rating: 3.5/5): ACT! CRM delivers solid ease of use, but the outdated interface and an overwhelming amount of on-screen information hold it back from feeling streamlined.
- Trustpilot Review (Rating: 2.8/5): One customer could not get Outlook emails to link automatically after upgrading to ACT CLOUD and said support struggled to fix it, while another praised the cloud version as “flexible & responsive” and thanked customer service for an easy move from on‑premise. Longtime users complained that Outlook integration fails weekly and that thousands of contact data points were lost without warning, though one 20‑year user highlighted seamless sync between desktop and online versions and quick help from a tech consultant named Josh.
- smallbizcrm.com Review: Customizing reports feels like “a proverbial pain in the neck,” and grouping data logically takes extra effort. The reviewer notes a steep learning curve, lag in browsers because it feels like a desktop app, limited social integration, and conflicts with 64‑bit Microsoft Office or Outlook, though dashboards and the lookup feature with keyboard shortcuts receive positive remarks.
- crm.org Review: ACT CRM earns praise for customer service that explains features and fixes problems, and enhanced technical support users report few complaints. Some customers want more guidance when building reports, and the platform’s reporting tools and navigation feel less intuitive, which creates a learning curve for teams that need advanced reporting.
- G2 Review (Rating: 3.9/5): A small-business sales user called the 2025 advancements “exceptional” and valued the simplicity with “Everything connected,” saying they keep coming back after years of use. Frustration emerged around consultants charging for help with problems and a desire for a more flexible quote page, while others flagged Outlook integration issues and some missing features.
- Software Advice Review (Rating: 3.9/5): Long-term users feel confident that sensitive contact information and notes stay “well protected,” and they like tagging databases for different industry sectors and mailing lists. Some mention difficulty understanding overseas support staff and recall trouble converting a database when switching to the cloud, although the addition of a mobile app, project and pipeline management, and interactive quotes addresses earlier gaps.
