Act! vs. Servis.ai (formerly FreeAgent CRM): Comparing Best CRM Solutions 2026

Overview: Act! and Servis.ai (formerly FreeAgent CRM) as CRM Category solutions.

Act!: Act! offers integrated CRM and marketing automation to enhance lead conversion and customer engagement. Users can market efficiently and build lasting customer relationships.

Servis.ai (formerly FreeAgent CRM): Freeagent-crm is a cost-effective CRM + CSM platform for sales, marketing, customer support, and project management. FreeAgent offers an easy-to-use interface.

This comparison report of Act! vs. Servis.ai (formerly FreeAgent CRM) is based on a specific set of business needs and context. The comparison uses 4765 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Act! and Servis.ai (formerly FreeAgent CRM)

Act!, Servis.ai (formerly FreeAgent CRM), GreenRope, GoldMine Premium CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Act! covers Contact List Management, Engagement Management with E-Mail, Communication Management with E-Mail, Sales Document Management with E-Mail, etc.

Servis.ai (formerly FreeAgent CRM) focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Act! and Servis.ai (formerly FreeAgent CRM): Best activities based on customer satisfaction


Act! in Action: Unique Activities

What makes Act! ideal for Contact List Management?
Act assists in organizing contacts, scheduling interactions, and tracking communication history. It facilitates managing customer information and maintaining current contact lists. Act's capabilities are limited by the fact that some users have found it less effective than previous versions.
"...Its a decent database to store your companies contact list...." Peer review by Lisa, 2XL CORPORATION
What makes Act! ideal for Communication Management?
Act Communication Management helps users manage interactions with clients and colleagues. It offers features such as email tracking, call logging, and appointment scheduling. Act Communication Management has limitations in areas such as mobile device integration and reporting capabilities.
"...Tracking email campaigns...." Peer review by Wayne D
What Are the key features of Act! for Sales Document Management?
The system assists in managing sales documents, such as quotes, contracts, and invoices. It allows for easy tracking of customer information and business activities. It has limited customization for quotes, which necessitates the use of additional products.
"...Intergrated email and quoting into word templates do not function correctly...." Peer review by Nick, Power Electronics
What Are the key features of Act! for Lead Tracking?
ACT! is a robust tool for tracking sales opportunities. It allows users to record prospect information, manage calendars, and track lead sources and status changes. While ACT! provides many helpful features, it can sometimes require extra steps to track opportunities.
"...ACT! has been a great tool for us to track out prospects/customers...." Peer review by Pete, M J Painting Contractor Corp

Servis.ai (formerly FreeAgent CRM) in Action: Unique Activities

How does Servis.ai (formerly FreeAgent CRM) address your Engagement Management Challenges?
FreeAgent CRM facilitates timely customer engagement by automatically assigning leads and sending follow-up reminders. nIt provides automated task management, push notifications, and customizable deal stages to optimize workflow efficiency.nFreeAgent CRM allows personalized email communications and automated lead generation to foster strong customer relationships.
"...Trainer was very patient, followed up on all my issues, and made training enjoyable and stress-free...." Peer review by Tom, LabShare Partners, LLC
How does Servis.ai (formerly FreeAgent CRM) address your Collaboration Challenges?
FreeAgent promotes team collaboration. nThe platform facilitates data sharing and efficient communication. nFreeAgent enables improved collaboration across various groups, including healthcare teams and communities.
"...Data duplication has been reduced significantly and collaboration across teams has become easier...." Case Study Moley Magnetics
What solutions does Servis.ai (formerly FreeAgent CRM) provide for Workflow Management?
FreeAgent offers flexible workflow management capabilities, enabling users to customize workflows and set up automated processes. nThe platform integrates with Zapier, facilitating the creation of automated marketing workflows. nFreeAgent is limited in its integration capabilities, requiring a time-consuming setup process.
"...I am very optimistic the final result will work well with my workflows...." Peer review by Mireya Jauregui, Owner, Life Solutions Insurance

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



social media management

social media analytics

scheduling post to social media



helpdesk management


workflow management


campaign management

campaign monitoring



sales call management

meeting management



pipeline management


opportunity management


products & pricelist management


generation of new leads



calendar management



lead qualification

lead qualification: demographic



training & onboarding


knowledge management


relationship management









follower management


talk track creation



business development


promotion management


content management


loyalty management

identify target customers


rating and review management


conversion management


sales review & feedback


lifetime value management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Enter new markets internationally or locally

  • Improve ROI

  • Improve internal communications

  • Scale best practices

  • Improve brand engagement

  • Grow market share

  • Improve consistency

  • See 7 more
  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Business Setting

Act! Servis.ai (formerly FreeAgent CRM)
Peer score 3.9 4.6
Peer insights 4212 553
Top industries
Financial Services 9.0%
Real Estate 8.0%
Computer Software 7.0%
Transportation/Trucking/Railroad 37.0%
Consumer Services 28.0%
Education 19.0%
SMB and Mid-Market 93.0% 95.0%
Enterprise 7.0% 5.0%

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Act! news

Act! Named a 2026 CRMmys Finalist for Best CRM for Small Business

Act! has been named a finalist in the 2026 CRMmys Awards for Best CRM for Small Business. This recognition highlights Act!'s commitment to providing CRM solutions tailored for small and midsized businesses, evaluated by an independent practitioner panel. The award reflects Act!'s performance against current standards and its longstanding focus on empowering SMBs.

22/06/2026 - source