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Act! vs OpenCRM Comparison (2026)

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Good recommendations?

Act! logo

Act!

OpenCRM logo

OpenCRM

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.

Fully-featured cloud CRM software with everything you could ever need to help your business grow. A sophisticated permissions model keeps your data safe. Integrations are available from Lead acquisition through to Accounting integrations, with Workflow there to help you streamline your journey.

  • 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

39

/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

294

5

4

3

2

1

187

88

18

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
71%
would recommend this app

Pros

“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

“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

Pros

“Excellent software and ease of use, detailed in depth reporting available and management of tickets, sales orders as well as online resource for customer e-signing of orders and logging of tickets via our portal.”
MU

Mike U.

Sales Consultant

“The option to schedule into CRM Calendar for easy tracking past activity and work done which makes it easy to move forward for next steps with client.”
Verified reviewer profile picture

Shenelle S.

Customer Success Executive

“The ability to have a software that can be easily and cost effectively tailored to existing business processes.”
BB

Brigitte B.

Director

Cons

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

Raymond L.

Owner

“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

“Slowdowns, syncing problems, or database issues as contact lists grow.”
SL

Scott L.

Mortgage Loan Officer

Cons

“At times, the load times can feel a bit slow, especially when switching between modules or accessing reports, but it’s nothing that severely disrupts workflow.”
CH

Connor H.

IT Technician

“It times out giving an error after logging an activity which impacts productivity.”
Verified reviewer profile picture

Shenelle S.

Customer Success Executive

“Can be a bit glitchy and clunky.”
SR

Samantha R.

Operations Director

  • Vendor responds to reviews
  • Last review13 days ago
  • Vendor responds to reviews
  • Last review10 months ago

Key features

  • Total features105
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Autoresponders
  • Batch Processing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Portal
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • 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
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Key Performance Indicators
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Live Chat
  • 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
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Data
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • 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 features47
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Autoresponders
  • Batch Processing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Portal
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • 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
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Key Performance Indicators
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Live Chat
  • 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
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Data
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • 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
  • ClicData
  • Dashly
  • Dropbox
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Instagram
  • Jotform
  • LinkedIn for Business
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • QuickBooks Online
  • Sage 50 Accounting
  • Shopify
  • Slack
  • Stripo.email
  • SurveyMonkey
  • Twitter/X
  • Volusion
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud
  • Total integrations10
  • BigCommerce
  • ClicData
  • Dashly
  • Dropbox
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Instagram
  • Jotform
  • LinkedIn for Business
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • QuickBooks Online
  • Sage 50 Accounting
  • Shopify
  • Slack
  • Stripo.email
  • SurveyMonkey
  • Twitter/X
  • Volusion
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud