Sage CRM vs. Act!: Comparing Best CRM Solutions 2026

Overview: Sage CRM and Act! as CRM Category solutions.

Sage CRM: Sage CRM is a cloud-based solution helping businesses manage client relationships and enhance customer experiences. It optimizes profitability, streamlines project management, and accelerates team performance.

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

This comparison of Sage CRM vs. Act! draws on 7596 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Both Sage CRM and Act! are commonly chosen for Sales process management, Management reporting automation, HR process automation, Automated billing and invoicing, etc.

Sage CRM also supports Financial reporting automation, Financial management automation, Financial process automation for nonprofits, Client management and reporting, etc.

Act! also supports Sales process automation, Customer relationship management, Sales activity tracking and reporting, Sales opportunity management, etc.

Evidence shows that both products are used for Customer relationship management, Sales management, Sales enablement, Workforce management, etc.

Sage CRM also covers Financial management, Financial reporting, ERP implementation, Case management, etc.

Act! also covers Customer engagement, Marketing automation, Contact management, CRM implementation, etc.

Top use cases: Sage CRM vs Act!

Use cases tied to Sage CRM and Act! from verified data sources. Click any use case for supporting evidences.

Sage CRM
Act!
Shared by both · Use cases
Sage CRM Act!

Top Capabilities: Sage CRM vs Act!

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Sage CRM
Shared
Act!
Shared by both · Topics
Sage CRM only
Act! only

Deployed Industries: Sage CRM vs Act!

Lengths: relative industry prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Sage CRM
Shared
Act!
Shared by both · Industries
Sage CRM only
Act! only

Deployed Market Segments: Sage CRM vs Act!

Share of peer evidence by company size for Sage CRM and Act!. Each product segments add up to 100%. Click any segment for supporting evidence.

Sage CRM 100%
Act! 100%

Sage CRM and Act!: Best activities based on customer satisfaction

Sage CRM in Action: Unique Activities

What Are the key features of Sage CRM for Sales Document Management?
Sage CRM facilitates sales document management by enabling users to create and track quotes, sales orders, and change orders. This includes storing documents and managing contracts, providing visibility into the sales process and customer interactions. The system's limitations include a lack of subtotals and separate change order tracking in the contracts module.
"...you are able to create change proposals and then change orders in order to track costs and link everything together. ...." Peer review by Mike M., Project Manager, Construction
What benefits does Sage CRM offer for Business Development?
Sage CRM is used by the Business Development Department. nSage provides customization and development services for Sage CRM. nThese services are offered to Business Partners, End Users, and Sage PSG worldwide.
"...(Sage Enterprise Management), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide...." Changing the Default Status of Communications while loading Calendar in Sage CRM
What benefits does Sage CRM offer for Workflow Management?
Sage CRM provides a workflow management system that enables automation of tasks and processes, facilitating customer satisfaction by accelerating actions and streamlining operations. This system offers flexibility through customization and ease of setup. Limitations exist in the requirement to develop and adjust workflows prior to implementation.
"...By automating workflow and providing a bird's eye view of our customers, Sage CRM empowers us to take fast actions to make and keep customers happy and satisfied...." Peer review by Peter Ho, Managing Director, Precision Valve Singapore, Precision Valve Singapore

Act! in Action: Unique Activities

How does Act! address your Contact List Management Challenges?
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.
"...With our customized fields, we can easily see years of history for a client on one page...." Peer review by Angela, White Glove Building Inspections
What benefits does Act! offer for Engagement Management?
Act Engagement Management helps users track customer interactions, schedule follow-up appointments, and create personalized notes. It simplifies the process of managing customer relationships, saving time and enhancing engagement. Act Engagement Management does not offer support for the creation of to-do lists or quotes.
"...Keep track of contacts, events, Invoicing, and other related follow up activities...." Peer review by Fritz E, CEO/Founder, Human Resources
How does Act! facilitate 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.
"...What I liked the most and it is significant, is that it has several language options available and there is the possibility of requesting a demo, extension tool such as history, activities, call tracking, tasks and more...." Peer review by Fernando G, Director de ventas
How does Act! address your Lead Tracking Challenges?
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.
"...For tracking leads/opportunities - not useful, we use excel sheets instead...." Peer review by Nirmohi D., Education

Integrations

Ecosystem partners each product commonly connects with.

Sage CRM

Stitch
4.6
Avalara
4.3
ExpenseWire
4.0
Aweber
4.2
Workato Platform
4.0
Jitterbit Platform
4.0

News

Latest Sage CRM news

Sage Software Eliminates Duplicate Data Entry

Sage Software has launched Sage TimeSheet – MAS 90 Edition, integrating Sage TimeSheet with Sage MAS 90 and MAS 2000. This integration eliminates duplicate data entry and enhances project management, employee time tracking, and payroll processes for small and midsize businesses. The software, available through certified partners, supports diverse business processes and workflows.

30/06/2026 - source

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