Summary
Act! Advantage is an all-in-one CRM and marketing software that helps small and mid-sized businesses attract new customers, manage their sales pipeline, and build lasting customer relationships. Across more than 900 verified reviews on Capterra it holds an overall rating of 3.9 out of 5, with 72% of that feedback positive, and it earned 2026 Capterra Shortlist recognition in two categories. Reviews written between January and June 2026 put its overall score at 4.45 out of 5 and its recommendation rate at 79%. It suits small CRM software buyers in financial services, real estate, insurance, and other professional services industries, who want one contact system they control.
| At a Glance | Figure | Source |
|---|---|---|
| Overall Capterra rating | 3.9 / 5 | 925 verified reviews |
| Positive feedback rate | 72% | All-time reviews |
| Recent overall rating (Jan-Jun 2026) | 4.45 / 5 | 91 verified reviews |
| Recommendation rate (Jan-Jun 2026) | 79% | 91 verified reviews |
| 2026 Capterra Shortlist categories | 2 | CRM + Customer Service |
| Small business reviewers | 93% | 925 reviews |
What Do Reviewers Like Most About Act!?
Contact data and the organisation built around it lead the praise. The capabilities drawing the highest ratings, each from the reviewers who rated that feature, are:
| Feature | Rating | Number of Reviews |
|---|---|---|
| Contact database | 4.6 / 5 | 103 reviews |
| Contact management | 4.4 / 5 | 129 reviews |
| Task management | 4.3 / 5 | 45 reviews |
| Lead capture | 4.3 / 5 | 32 reviews |
| Data import/export | 4.1 / 5 | 37 reviews |
Written feedback tracks the same pattern. Customisation is the strongest recurring theme, rated positively in 92% of the 61 reviews that discuss it, followed by customer tracking tools at 88% of 56 reviews and centralised organisation at 83% of 47 reviews.
Across its verified reviews Act! rates 3.9 out of 5 for ease of use across 925 reviews, 3.9 for features across 914 reviews, and 3.9 for value for money across 728 reviews. Reviewers describing the key features single out the centralised customer database, activity history, reminders, and calendar management, alongside email integration with history tracking, mail merge, and customisable fields, groups, and reports, a set drawn from 314 reviews.
What Problems Does Act! Solve?
Act! answers a problem most growing sales teams recognise: customer information scattered across inboxes, spreadsheets, and memory. Based on 377 reviews describing the problems it solves, reviewers point to fragmented customer data, missed follow-ups, and thin visibility into client history.
The software centralises contacts, notes, quotes, orders, and communications in one customisable system. Sales teams, brokers, financial advisers, account managers, and small service businesses use it to track pipelines, manage reminders, and hand off accounts without losing context.
How Do Reviewers Rate Act! in 2026?
Reviews written between January and June 2026 rate Act! higher than its all-time average. Across the 91 reviews in that window:
| Metric | Score / Rate |
|---|---|
| Overall rating | 4.45 / 5 |
| Ease of use | 4.4 / 5 |
| Functionality | 4.22 / 5 |
| Recommendation rate | 79% of reviewers would recommend it |
Customisation is the standout theme in recent reviews, raised in 40% of the 91 reviews, followed by ease of use at 32%, collaboration at 11%, and value for money at 10%. The recent signal primarily reflects how United States and Canadian teams run the software day to day, as North America accounts for 97% of the window, so the recent signal reflects how United States and Canadian teams run the software day to day.
What Do Recent Reviews Say About Act!?
A few voices from verified reviews written in the first half of 2026:
“ACT is very easy to learn and use. It is a reliable and stable platform. It is the first program that I open everyday.”
“Customer support is very friendly and knowledgeable. The calendar features on ACT help me remember to follow up with customers. Very easy to use and navigate.”
“The amount of customization and details you can add to an email makes our emails unique. Not one detail and customization gets overlooked.”
What Recognition Has Act! Received?
Act! earned Capterra Shortlist recognition in 2026 in two categories. Capterra Shortlist ranks the highest-rated and most popular products in a category using a blend of verified user ratings and search activity.
- CRM
- Customer Service
See the full 2026 CRM Capterra Shortlist and the Customer Service Shortlist.
Who Uses Act!?
Act! is a small-business system first, concentrated in relationship-driven industries.
| Segment | Breakdown |
|---|---|
| By company size | 93% of reviewers come from small businesses (925 reviews) |
| Financial services | 37% of industry reviewers |
| Real estate | 20% of industry reviewers |
| Insurance | 17% of industry reviewers |
| Marketing and advertising | 13% of industry reviewers |
Source: Past year (Aug 2025-Aug 2026), 122 reviews
Which Teams Use Act! Most?
Owners and the people who run daily customer contact use Act! most. Drawn from 806 reviews, business owners, presidents, and managing directors rely on it for visibility into customer relationships and follow-up tasks. Sales teams and marketing managers track leads and run campaigns, while office and operations managers organise contacts, schedules, and administrative workflows.
| Role / Function | Share of Reviewers |
|---|---|
| Administrative roles | 39% |
| Sales and business development | 21% |
| Owners and entrepreneurs | 11% |
Source: Past year (Aug 2025-Aug 2026), 122 reviews
What Does Act! Integrate With?
Act! connects to the tools small teams already run their day in. Based on 149 reviews discussing integrations, Microsoft Outlook and Microsoft 365 come up most often, with reviewers also confirming Zapier and QuoteWerks.
Its catalogue lists more than 20 integrations, spanning email, accounting, storage, and commerce, including Google Workspace, QuickBooks Online, Dropbox, Slack, Shopify, and SurveyMonkey.
A Note From Our Team
“Small businesses are the backbone of the economy, and helping them stay organized, connected, and competitive is what Act! was built for. This feedback from our customers validates that we’re delivering on that promise.”
Bruce Reading, CEO & President