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Act! vs OpenCRM Comparison (2026)
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Good recommendations?
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
User reviews
3.9
939
5
4
3
2
1
418
262
119
67
73
- Value for money
- Ease of use
- Features
- Customer support
4.6
294
5
4
3
2
1
187
88
18
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Andrew B.
Managing Partner
Jamie C.
Owner
Dominic S.
Financial advisor
Pros
Mike U.
Sales Consultant

Shenelle S.
Customer Success Executive
Brigitte B.
Director
Cons
Raymond L.
Owner
Dan M.
President
Scott L.
Mortgage Loan Officer
Cons
Connor H.
IT Technician

Shenelle S.
Customer Success Executive
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
- 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
- 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
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