Act! Reviews

Act! brings contacts, history, activities, opportunities, and follow-ups together in a way that actually helps beyond sales. As a Project Manager, that matters a lot because not everything lives inside a task board. A lot of the time, I need to know what was discussed with the client, what is still pending, when the last conversation happened, and which opportunity might turn into an active project next. Act! helps keep that story connected. I do not use it only as a sales tool; I use it to stay ahead of upcoming work. When an opportunity starts moving forward, I can already begin thinking about resources, timelines, and possible dependencies before the project is fully closed. That early visibility saves us from a lot of planning surprises. I also appreciate having clear resources and practical guidance when setting up fields, activities, or campaigns, because a messy CRM setup is the kind of thing that follows you for months.

During the setup, we got a little carried away and wanted to create fields for everything: client type, priority, source, stage, internal notes, owner, probability, and several other details. After a few weeks, it became clear that too many fields were making the CRM feel heavier than it needed to be. We cleaned up the structure and kept only the fields that actually helped us make decisions. That made the platform much easier to use day to day and helped the team focus on the information that really mattered instead of filling out data just for the sake of it.

A client who had been talking with our sales team for weeks approved the project much earlier than expected. The good news was that we could get started right away; the tricky part was understanding the full context without spending half the day asking who had spoken with them, what had been promised, which dates had been mentioned, and what the next steps were. We opened Act! and went through the full contact history: previous notes, scheduled activities, related emails, open opportunities, and pending follow-ups. That gave us enough clarity to prepare the kickoff properly and show up to the first client meeting without asking questions they had already answered before. What helped the most was having all that information connected in one place. Act! kept the follow-up from depending on random notes, lost emails, or one person’s memory. It also made internal collaboration much smoother because anyone on the team could check the client history, understand what was still pending, and continue the work without breaking the conversation. In practice, it helped us spend less time digging for context and more time getting the project organized the right way from day one.

I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Act! is that it keeps contacts, notes, activity history, tasks, meetings, and opportunities organized in one place. This makes it easier to manage patient follow-ups, consultation inquiries, wellness program discussions, and other day-to-day communication without losing track of important details. I regularly use contact management, calendar scheduling, task tracking, notes, and activity history. These features help me keep records of conversations, schedule follow-ups, organize appointments, and maintain information related to patients and health education projects. The opportunity tracking section is also useful for monitoring inquiries and ongoing discussions in a structured way.

I also like that communication and marketing-related activities can stay connected with contact records, which helps when managing awareness campaigns and content-related outreach. The platform offers a good number of useful features, but the overall workflow remains manageable after regular use. In my experience, performance has been stable during daily work, and moving between contacts, activities, notes, and schedules is generally smooth. Implementation was straightforward for my needs, and the available support resources are helpful when required. Overall, Act! helps me stay organized and keeps important contacts, activities, and follow up work in one place.

Most daily activities run smoothly, but occasionally I notice small delays when moving between larger records, activity histories, or information-heavy sections. Also, The platform offers many features for contact management, activities, opportunities, and communication tracking. Because there is so much functionality available, some screens can show a lot of information at once, and I occasionally spend extra time locating a specific setting or option.

It’s very easy to use and helps me stay organized for day-to-day tasks.

Sometimes I run into glitches or bugs that prevent the app from logging my activity.

It helps me stay on top of my sales funnel, and I really value the ability to send mass emails when I need to.

Act! is my hub for relationship management. As a virtual assistant, my work depends on maintaining a comprehensive record for each contact; I use the platform to segment databases, manage the sales pipeline, and run automated marketing campaigns.

The interface feels outdated compared to current SaaS software standards. Navigation is sometimes unintuitive and requires too many clicks to perform simple tasks, which slows down my workflow when I’m managing large volumes of data.

Functionality is undoubtedly Act!'s greatest strength. For my work, the ability to customize tables and fields is essential, as it allows me to tailor the CRM exactly to my clients' specific processes—something that other, more rigid CRMs don't allow.

Simplicity and user friendly. Scalable for business growth.

The only thing that is aggravating is not being able to cut and paste information into the fields.

It is enabling our business to track customer activity right through the sales cycle. I have used ACT in my last 2 companies, as well as implementing it into Highland Shredding when I joined.