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Act-On Reviews & Insights

Score8.4 out of 10

418 Reviews and Ratings

Top industries

Based on 8,580 HG Insights installations.

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Community Insights for Act-On

Synthesised from 11 verified reviews.


Synthesised from 11 reviews | Last Published May 27, 2026


Act-On Software is primarily used for comprehensive email marketing campaigns and automation, including designing email blasts, managing drip campaigns, and nurture sequences for prospects and customers. Organizations leverage its capabilities to automate customer service emails and facilitate behavior-based targeted marketing. In TrustRadius reviews, users frequently highlight the platform's strong audience segmentation features and its user-friendly interface, which aids in creating detailed marketing lists and managing databases. Its integration with Salesforce is also a key factor for seamless data synchronization.

Reviewers also appreciate the platform's flexibility, particularly its robust CRM integration and comprehensive API for data access, alongside ongoing product development. However, areas for improvement include content creation functionalities, with 5 of 11 reviewers seeking more flexibility in the email composer. Some users also desire broader third-party integrations and enhanced clarity in reporting features. Overall, reviewers find Act-On streamlines marketing operations, contributing to significant time savings and direct lead generation.


  • Strong audience segmentation for targeted campaigns
  • Intuitive user interface for ease of learning and use
  • Streamlined setup of automated programs, particularly for emails
  • Robust CRM integration, especially with Salesforce, for efficient lead management
  • Responsive and helpful customer support
  • Limited flexibility and features within the email content composer
  • Need for broader and deeper third-party integrations (e.g., Zapier, industry-specific CRMs)
  • Mixed feedback on reporting clarity, particularly for AI features and 'true open' rates
  • User interface adaptations needed for smoother transitions with new releases
  • Challenges with streamlined URL management
Act-On Software was built with an intuitive interface made to streamline marketing automation. How has Act-On Software’s ease of use impacted your work, if at all?

From 11 reviews | Last Published May 27, 2026

Act-On Software's ease of use has significantly impacted users' work by fostering streamlined workflows and generating considerable time savings, according to the reviews. A substantial majority of reviewers, 64%, specifically highlighted how the platform's intuitive nature contributes to a more efficient operational environment. This ease of use allows teams to scale their marketing efforts even with limited personnel, enabling them to manage multiple projects and meet deadlines effectively. Furthermore, the software's design, characterized by an intuitive interface, is frequently cited as a key factor in its usability, helping users quickly locate functionality and avoid wasted time. These factors collectively contribute to users' ability to maintain consistent communication with leads and enhance overall productivity.

Streamlined Workflow

Once out of the box (so to speak), I've been able to craft emails and automation to flow just how we want them, and apply that same aspect to later emails/automations with ease.

Time Savings

The system let's me copy prior emails to use for future sends, which takes the hassle out of figuring out just what to follow for another send.

Intuitive Interface

The interface is extremely intuitive with easy-to-find links/functionality in logical places, which helps avoid wasting time trying to find things.

Act-On Software was created with flexibility in mind, as well as integration and CRM capabilities. Has Act-On Software proven to be a flexible tool in your organization? Please explain.

From 11 reviews | Last Published May 27, 2026

Act-On Software is largely perceived as a flexible tool within organizations, primarily due to its robust integration capabilities and adaptable data handling. A significant majority of the feedback, with 6 out of 11 reviewers, specifically highlights the software's seamless CRM integration, which is critical for efficient lead management and timely communication. This strong integration is often cited as a key factor in the software's utility and continued adoption. Beyond CRM, the platform's flexibility is further supported by its comprehensive API and data access options, allowing users to customize data flow for personalization and automation. Additionally, reviewers appreciate the ongoing product development efforts, indicating a forward-looking approach that contributes to the software's long-term adaptability and value.

CRM Integration

With it's ability to sync so well with our CRM, we can stop on a dime to create and send emails that are timely and update lists as needed day to day.

API and Data Access

In the 10+ years of using Act-On we have been able to utilze FTP, API, Extension Lists to really bring so many different types of personalization and automation to life.

Product Development

We continually find new uses and ideas for Act-On Software services.

What other products like Act-On Software have you used or evaluated?

From 11 reviews | Last Published May 27, 2026

Reviewers frequently consider or have experience with other marketing and CRM platforms when evaluating solutions similar to Act-On Software. HubSpot emerged as the most commonly cited alternative, mentioned by 4 out of 11 reviewers. These mentions primarily focused on HubSpot's Marketing Hub for automation and its CRM functionalities. Salesforce was also noted by 2 of 11 reviewers, with specific references to its Marketing Cloud, CMS, and the discontinued Pardot LeadDeck. The mentions of both platforms reflect their presence in the competitive landscape for marketing automation and customer relationship management tools, suggesting that users often compare or integrate various solutions to meet their business needs. The sentiment associated with these mentions is mixed, indicating that while they are recognized alternatives, there isn't a uniform preference or critique evident across the reviews.

HubSpot

HubSpot CRM

Salesforce

HubSpot Marketing Hub and Salesforce Marketing Cloud

What positive or negative impact (i.e. Return on Investment or ROI) has Act-On Software had on your overall business objectives?

From 11 reviews | Last Published May 27, 2026

Act-On Software positively impacts business objectives primarily through enhanced operational efficiency and direct contributions to revenue generation. A significant portion of reviewers, 5 of 11, highlighted the platform's ease of use, which directly contributes to its utility and adoption within teams. This user-friendliness, coupled with features like cloning emails and automated journeys, translates into substantial time savings for marketing and sales teams, as noted by 5 of 11 reviewers. These efficiencies enable smaller teams to manage high volumes of outreach effectively, freeing up time for sales to focus on lead conversion. Furthermore, the software is credited by 3 of 11 reviewers with directly aiding in lead generation and sales, helping to convert prospects into customers and contribute to millions in sales. Beyond acquisition, 2 of 11 reviewers also pointed to the platform's role in increasing customer engagement and facilitating customer base growth through automated follow-ups. Overall, the evidence suggests Act-On streamlines marketing operations, allowing teams to achieve more with existing resources, and actively supports the achievement of sales and customer growth objectives.

Ease of Use

Ease of use

Time Savings

Significant time savings in keeping up with a heavy email outreach calendar

Lead Generation and Sales

We provide email support to over 200 of our top customers, who use the product to generate millions of dollars in sales each year.

Besides Act-On Software, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 11 reviews | Last Published May 27, 2026

Reviewers frequently utilize a diverse range of software solutions in conjunction with Act-On, with a notable emphasis on established enterprise ecosystems and analytical tools. Three of 11 reviewers cited various Microsoft software products, integrating them into their daily operations. Similarly, another 3 of 11 reviewers mentioned components of the Salesforce ecosystem, indicating its prevalence in customer relationship management and related functions. Additionally, Google Analytics was identified by 2 of 11 reviewers, suggesting its use for web traffic and performance analysis. The mentions across these categories often highlight specific product instances rather than general platforms, reflecting their practical application within different business contexts. The overall sentiment regarding these tools is mixed, as reviewers primarily listed the software they use without providing explicit recommendations or detailed evaluations within the provided data.

Microsoft Software

Microsoft Dynamics 365, D&B Hoovers, Paycor

Salesforce Ecosystem

Salesforce CMS, Microsoft Teams

Google Analytics

sales-i, Airtable, Google Analytics

Describe how you use Act-On Software in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 11 reviews | Last Published May 27, 2026

Act-On Software is primarily utilized by organizations for comprehensive email marketing campaigns and automation, a use case cited by 10 of 11 reviewers. This functionality encompasses everything from designing and executing email blasts to managing drip campaigns and nurture sequences for both prospects and existing customers. Reviewers frequently highlight the software's ability to automate customer service emails based on product categories and to facilitate behavior-based targeted marketing programs. Beyond email, the platform serves as a central hub for related marketing activities, including the creation of landing pages and forms, which 3 of 11 reviewers specifically mentioned. The product's integration capabilities, particularly with Salesforce, are a key factor in its adoption, noted by 3 of 11 reviewers for enabling seamless data synchronization and audience segmentation. Furthermore, Act-On Software is used for data analytics and reporting, allowing organizations to track email performance, monitor website activity, and analyze sales data to attribute performance.

Email Campaigns and Automation

We use Act-On Software for multiple email avenues. We use their email automation for customer service emails based on product categories (and a general one that links to a survey), and we use the email automation for nurture campaigns based on specified product categories that we have within our sales.

Salesforce Integration

The software provides a fantastic one-stop shop for email design, database segmentation and management (syncs well with Salesforce), A/B testing, drip campaigns, and reporting, which makes it easier and quicker for my department and company to acclimate to Act-On's features, share vital information and attribute our performance.

Landing Pages and Forms

I use Act-On Software for email campaigns to multiple audiences, as well as for creating easy-to-use forms, informative landing pages, and even on-line quizzes and contests for our employees.

Please provide some detailed examples of areas where Act-On Software has room for improvement.

From 11 reviews | Last Published May 27, 2026

Reviewers identified several areas where Act-On Software could be enhanced, primarily focusing on content creation functionalities, third-party integrations, and specific aspects of reporting and the user interface. Challenges with editing and content creation were noted by 5 of 11 reviewers, who sought more flexibility in the email composer and streamlined URL management. A need for broader and deeper connectivity with other business tools was expressed by 3 of 11 reviewers, who specifically requested more options for Zapier and native integrations with industry-specific CRM platforms. Additionally, 2 of 11 reviewers provided mixed feedback on reporting and analytics, suggesting improvements in the clarity of AI reporting features and transparency regarding 'true open' rates. The user interface and overall ease of use also presented areas for refinement, with 2 of 11 reviewers citing a desire for more convenient controls and smoother adaptation to new releases.

Editing and Content Creation

Updating the footers in individual emails isn't fun every year

Integrations and Connectivity

Integrations with popular software

Reporting and Analytics

The AI reporting feature could use some refining. Often, I get data or reports, and it's hard to know what it's measuring or which time frame.

Please provide some detailed examples of things that Act-On Software does particularly well.

From 11 reviews | Last Published May 27, 2026

Act-On Software is frequently commended for its capabilities in audience segmentation and user-friendly interface, which are highlighted by 4 of 11 reviewers. Users appreciate the platform's ability to create detailed marketing lists and segment databases, providing insightful data for targeted campaigns. The intuitive nature of the software makes new features easy to learn and understand, contributing to a positive user experience. Beyond these core strengths, the platform's automated programs are noted for their ease of setup, particularly for emails, as mentioned by 3 of 11 reviewers. The reporting functionalities also receive positive feedback from 3 of 11 reviewers, with specific praise for email performance metrics. Additionally, the customer support team is recognized for being responsive and helpful, ensuring issues are resolved effectively, a point raised by 3 of 11 reviewers. These aspects collectively contribute to Act-On's perceived effectiveness in supporting marketing operations.

Audience Segmentation

Detailed marketing lists that we can segment

User Friendly

The product is very intuitive. When a new feature is added, it is easy to learn about it and understand how to use it.

Automated Programs

Ease of setup for automations/emails

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