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Act! vs EngageBay CRM Comparison (2026)

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Good recommendations?

Act! logo

Act!

EngageBay CRM logo

EngageBay 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.

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

  • 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

14.99

/user

Per month

  • 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

4.6

912

5

4

3

2

1

635

247

22

2

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
84%
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

“Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is.”
Verified reviewer profile picture

Jelyn T.

Marketing Manager

“The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency.”
DM

Desiree M.

Caregiver

“It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.”
HK

Hitesh K.

Administrator

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

“The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights.”
DM

Desiree M.

Caregiver

“The Dishonesty of the company, Free Trial, take your credit card, you cancel and they still charge you.”
MP

Michael P.

Owner

“Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.”
SK

Sai K.

Account manager

  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last reviewa month 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
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Catalog Management
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Computer Telephony Integration
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • Help Desk Management
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Key Performance Indicators
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Role-Based Permissions
  • 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
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Catalog Management
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Computer Telephony Integration
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Synchronization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Signature
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • Help Desk Management
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Key Performance Indicators
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Role-Based Permissions
  • 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
  • BigCommerce
  • BulkSMS
  • CallHippo
  • Docusign
  • Dropbox
  • Ecwid
  • Eventbrite
  • Exotel
  • FreshBooks
  • Freshdesk
  • Google Contacts
  • Google Workspace
  • Gravity Forms
  • Gupshup
  • HubSpot CRM
  • Instagram
  • Jotform
  • JustCall
  • LinkedIn for Business
  • Mailgun
  • Make
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • MightyCall
  • Pabbly Connect
  • Plivo
  • QuickBooks Online
  • RingCX
  • Salesforce Platform
  • SendGrid
  • Shopify
  • Slack
  • Stripe Payments
  • SurveyMonkey
  • Teachable
  • Twilio
  • Twitter/X
  • Volusion
  • WordPress
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud
  • Total integrations28
  • BigCommerce
  • BulkSMS
  • CallHippo
  • Docusign
  • Dropbox
  • Ecwid
  • Eventbrite
  • Exotel
  • FreshBooks
  • Freshdesk
  • Google Contacts
  • Google Workspace
  • Gravity Forms
  • Gupshup
  • HubSpot CRM
  • Instagram
  • Jotform
  • JustCall
  • LinkedIn for Business
  • Mailgun
  • Make
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • MightyCall
  • Pabbly Connect
  • Plivo
  • QuickBooks Online
  • RingCX
  • Salesforce Platform
  • SendGrid
  • Shopify
  • Slack
  • Stripe Payments
  • SurveyMonkey
  • Teachable
  • Twilio
  • Twitter/X
  • Volusion
  • WordPress
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud