Act! vs Meritto

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

LeadSquared

ExtraaEdge

Cronberry

Compare Act! and Meritto based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Act! Premium is a powerful, all-in-one CRM and Marketing Automation tool that empowers today’s small and midsize businesses to market better, sell more, and create customers for life.

A/B Testing

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Autoresponders

Batch Processing

Calendar Management

Calendar/Reminder System

Calendar Sync

Campaign Analytics

Campaign Management

Client Management

Collaboration Tools

Commenting/Notes

Contact Database

Contact Management

Customer Database

Customer Segmentation

Customizable Branding

Customizable CTAs

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Data Security

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dynamic Content

Electronic Signature

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

File Sharing

Forecasting

For Insurance Industry

For iPad Devices

For Small Businesses

For Startups

Insurance Management

Interaction Tracking

Kanban Board

Landing Pages/Web Forms

Lead Capture

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Marketing Automation

Marketing Calendar

Mobile Access

Mobile App

Multi-Campaign

Multi-Channel Communication

Multi-Channel Marketing

Multivariate Testing

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Process/Workflow Automation

Prospecting Tools

Quotes/Estimates

Real-Time Data

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

ROI Tracking

Role-Based Permissions

Sales Activity Management

Sales Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search

Search/Filter

Segmentation

Shared Contacts

SMS Marketing

Social Marketing

Social Media Integration

Task Management

Template Management

Territory Management

Third-Party Integrations

Visual Analytics

Web-based Deployment

Reviews for Act! come from a wide variety of industries, including management consulting (7% of reviewers), financial services (6%), and insurance (6%). The most frequent use case for Act! cited by reviewers is CRM (52% of reviewers).

Users and use cases

Some users say Act! offers affordable CRM features and reviewers appreciate the perpetual license option, which avoids monthly fees. However, some reviewers find add-ons, upgrades, and support costly, and feel ongoing expenses reduce overall value for money.

Value for money

The Act! integrations most frequently cited by reviewers are: Microsoft Outlook (an email management product rated 4.2 out of 5 for its integration with Act!) and Microsoft 365 (a document management product, 4.0).

Integrations

Act! is a CRM tool with key features that include a contact database, contact management, and more.

Act!

Web-based

Windows

Android

iPhone

Linux

iPad

Act! Advantage Standard 

Act! Advantage Professional 

Act! Advantage Ultimate

Act! Premium Desktop

Act! Email Marketing Plus

Act! Marketing Automation Complete

Partner

It has been a dependable tool throughout my professional career, and I continue to view it as a strong CRM solution for businesses that value organization, data integrity, and relationship management.

Real Estate Broker

Over the years, I’ve built and maintained a detailed database with all of my property owners, addresses, and sales across more than 50 subdivisions.

Managing Director

The CRM itself is very good but the Outlook integration was a bit tricky, however it was not helped by a former employee sabotaging the system

Office administrator

The calendar features on ACT help me remember to follow up with customers.

Sales Manager

sizing is slow and clunky for the browser based web version,  also could use an graphical update, looks a little dated

Principal snd owner

Also, I can establish different sales goals for each customer and/or companies.

There is no app on my phone in order to look up customers or companies.

Owner

Advanced query look-up is cumbersome and does not work as well as it did in prior versions, in fact I can't get it to wok at all.

It gives an error prompt and to shut the application down.

seamlessly organizes all my contacts and provides tremendous B2B templates.

SALES ENGINEER

How simple it is for note taking and contact information as well as setting up meetings.

I like that my customized version fits my basic needs to manage contacts and periodically send email messages and letters.

Administrator

It works for tracking Opportunities, contacts and history.

IT Manager

It always to split between groups and companies and leave notes/interactions with each person that has emailed a company.  

I quite often go places where there is no cell nor internet service.

President

Unfortunately on my anniversary, after I renewed my memebership nothing worked and I needed assistance retrieveing my client files.

Operations Manager

It serves basic CRM functionality well enough for very small business, but it is feeling dated compared to other offerings even with the latest webUI.  

I love the linkage of sent/received emails into History.

It has changed in its exterior offerings but the core has stayed the same.

It works but I use very few functions other than a contact database.  

Recruiter

I had to resort to the cloud version because "it works more seamlessly with Outlook," but I have found nothing like that to be true.  

Executive Director

I did have to get customer support a couple of times when I transferred my license to my new PC.

Customization takes a bit of time and not as simple but they do provide training.

executive assistant

sensitive content hidden] the tech support person was extremely helpful, professional and went over and above to resolve my issues.

However, with proper guidance and support, this learning curve becomes manageable and ultimately worthwhile.

Manager

It has more features than I need for my business.

Always have you conversations and contacts at your finger tips.

Integration with Outlook was difficult to set up, but I had the right help today

Sales Director

Many years of reliable data preservation.   When I need tech help, people will reach in and make needed changes - decent customer service.

owner

As a result of my virtual illiteracy, I like being to make a call & have a competent, knowledgeable tech FIX my issues

Founder, President  and CEO

I only use it to store contacts and create history files

Could not of managed 100 prospective clients at a time without keeping track of all conversations, emails and sms.

It helps me keep track of all the quotes, orders and to-dos

There is rarely a problem, but when is, they are there for me.

Customer Service Ambassador

Mostly used Act's features of contact management and marketing automation in CRM, it has a feature that brings together all of the customer data into a centralized database.

Office Manager

It works well with our records with dates etc and getting the reports we require is perfect

Sales Rep

I had a hard time with customer support anytime I needed help.

There are so many tools that it's hard to keep track.

I have owned many versions and just upgraded to the Cloud version.  

The basic functions could have been improved instead of the emphasis on marketing etc.

Most important they solve any issue in a timely manner.

I did not like Act Remote database version.

Senior Manager Marketing and Business Development

I would compare it to the other competitor platforms out there, but Act's customer service is better.

Regional Sales Manager

The synchronization feature does not work after 2:30 pm for us.

Broker

It would also be great to get more tutorials.

They understand that time is money for business owners.

Act! vs Meritto Comparison (2026)

Act!

Meritto

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives