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ACT! Review

CRM SOFTWARE

ACT! overall score 5.6/10 from equal-weight CRM criteria. Contact Swiftpage/ACT! sales for current packaging — precise list prices not asserted in this pack.

Last updated 2026-08-16Independent editorial review
  • Starting price

    Custom quote

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Established SMBs already familiar with ACT!

SoftwareGlimpse review

5.6/10

Average

  • Ease of use6
  • Pipeline management6
  • Sales automation5
  • Email capabilities6
  • Reporting5
  • Customization6
How we score →

How ACT! fits different sales scenarios

Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.

  • 1Use case

    Pipeline management

    Track deals through stages, keep ownership clear, and see where opportunities stall.

    • Track deals through stages, keep ownership clear, and see where opportunities stall.
    • Established SMBs already familiar with ACT!
    • ACT! is positioned around Classic SMB CRM for managing contacts, activities, and sales follow-ups — especially familiar to established small businesses. That focus is useful when buyers want a clear primary job rather than an everything-platform.

    SoftwareGlimpse fit analysis

    Advance deals visually across customizable stages.

    Explore use case →
    ACT! pipeline teaching visual
    SoftwareGlimpse teaching placeholder for ACT! pipeline concepts.

    Official vendor workflow demo

    This video is hosted on YouTube

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    Official vendor video

    Introduction to Act! CRM

    What this shows

    • Act! CRM welcome screen, contacts, and opportunity dashlets
    • Sales, marketing, and service navigation in Act! Cloud

    What this workflow demonstrates

    • Act! CRM welcome screen, contacts, and opportunity dashlets
    • Sales, marketing, and service navigation in Act! Cloud

    Source: Official ACT!. This is vendor training/demo content — not SoftwareGlimpse instruction.

  • 2Use case

    Lead management

    Capture, qualify, and route leads before they become pipeline deals.

    • Capture, qualify, and route leads before they become pipeline deals.
    • Contact- and activity-centric small sales teams
    • Long SMB CRM brand history

    SoftwareGlimpse fit analysis

    Capture inbound or outbound leads into the CRM.

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  • 3Use case

    Contact management

    Keep people, companies, and interaction history in one searchable system.

    • Keep people, companies, and interaction history in one searchable system.
    • Buyers evaluating classic SMB CRM continuity
    • Contact/activity CRM fundamentals

    SoftwareGlimpse fit analysis

    Organize contacts and decide which leads become deals.

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  • 4Use case

    Account management

    Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.

    • Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.
    • Familiar to many established small businesses

    SoftwareGlimpse fit analysis

    Trial paths often available via vendor

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  • 5Use case

    Field sales

    Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.

    • Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.
    Explore use case →
  • 6Use case

    Customer follow-up

    Never drop promised next steps — tasks, reminders, and history attached to the right record.

    • Never drop promised next steps — tasks, reminders, and history attached to the right record.
    Explore use case →

Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.