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Act! vs Agile CRM Comparison (2026)

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Good recommendations?

Act! logo

Act!

Agile CRM logo

Agile CRM

Overview

Act! Advantage is a front-office CRM solution that unites sales, marketing, and customer management in one affordable platform to help you stay organized and turn relationships into results.

All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

30

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

8.99

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.9

939

5

4

3

2

1

418

262

119

67

73

  • Value for money
  • Ease of use
  • Features
  • Customer support
61%
would recommend this app

4.1

526

5

4

3

2

1

251

164

62

21

28

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
would recommend this app

Pros

“It helps us stay organized, track client interactions, and manage our sales pipeline efficiently. While it may not have the most modern interface, its functionality and flexibility make it a valuable tool for maintaining strong client relationships and supporting day-to-day operations.”
DS

Dominic S.

Financial advisor

“It allows to make changes in our own database, means if need to make some modifications to our existing database, one doesn't need to be dependent on technical support.”
AB

Andrew B.

Managing Partner

“I have used the software since 2001, and it has been an essential part of managing my customer relationships, sales activities, and contact database for over two decades.”
JC

Jamie C.

Owner

Pros

“This all-in-one platform reduces the need to switch between multiple systems by having sales, marketing, and customer service tools all together.”
DL

Denis L.

Customer Service Rep

“Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK.”
FK

Farman K.

Software Developer

“Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication.”
FK

Farman K.

Software Developer

Cons

“If I had to identify one drawback, it would be that the software can occasionally be a bit finicky—particularly with things like Outlook integration needing to be reset or reconfigured from time to time.”
DM

Dan M.

President

“The desktop version i use does not allow the automatic creation of a Purchase Order from an estimate. ”
RL

Raymond L.

Owner

“It dumps out .ao files that have no purpose and you ust have to delete them to keep your system from getting cluttered.”
LB

Lori B.

president

Cons

“Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations.”
MS

Muadzam S.

Area Manager

“It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense.”
Verified reviewer profile picture

Caleb T.

Mechanical Engineer

“Very limited functionality if contacts need to share an email address.”
DS

D S.

other

  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features105
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • App Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Audience Targeting
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Behavior Tracking
  • Billing & Invoicing
  • Blended Call Center
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Catalog Management
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Journey Mapping
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Security
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Geotargeting
  • Goal Setting/Tracking
  • Help Desk Management
  • IVR
  • Image Library
  • Inbound Call Center
  • Inbox Management
  • Influencer Tracking
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Kanban Board
  • Key Performance Indicators
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimization
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multiple User Accounts
  • Multivariate Testing
  • Notification Scheduling
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Product Catalog
  • Progressive Dialer
  • Project Planning/Scheduling
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Visual Analytics
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Automation
  • Workflow Management
  • Total features180
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • App Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Audience Targeting
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Behavior Tracking
  • Billing & Invoicing
  • Blended Call Center
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Catalog Management
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Journey Mapping
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Security
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Geotargeting
  • Goal Setting/Tracking
  • Help Desk Management
  • IVR
  • Image Library
  • Inbound Call Center
  • Inbox Management
  • Influencer Tracking
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Kanban Board
  • Key Performance Indicators
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Keywords
  • Mobile Optimization
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multiple User Accounts
  • Multivariate Testing
  • Notification Scheduling
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Product Catalog
  • Progressive Dialer
  • Project Planning/Scheduling
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Visual Analytics
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations24
  • Adobe Commerce
  • BigCommerce
  • ClickDesk
  • Dropbox
  • Drupal
  • Drupal Commerce
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • FullContact
  • Google Contacts
  • Google Workspace
  • Gravity Forms
  • Help Scout
  • Instagram
  • Joomla
  • Leadpages
  • LinkedIn for Business
  • LiveHelpNow
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Plivo
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • SendGrid
  • Shopify
  • Slack
  • Stripe Billing
  • Stripe Payments
  • SurveyMonkey
  • TBD
  • Tidio
  • Twilio
  • Twitter/X
  • Unbounce
  • UserVoice
  • Volusion
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud
  • Total integrations32
  • Adobe Commerce
  • BigCommerce
  • ClickDesk
  • Dropbox
  • Drupal
  • Drupal Commerce
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • FullContact
  • Google Contacts
  • Google Workspace
  • Gravity Forms
  • Help Scout
  • Instagram
  • Joomla
  • Leadpages
  • LinkedIn for Business
  • LiveHelpNow
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Plivo
  • QuickBooks Online
  • QuickBooks Online Advanced
  • RingCX
  • SendGrid
  • Shopify
  • Slack
  • Stripe Billing
  • Stripe Payments
  • SurveyMonkey
  • TBD
  • Tidio
  • Twilio
  • Twitter/X
  • Unbounce
  • UserVoice
  • Volusion
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud