Upsales vs. Act!: Comparing Best CRM Solutions 2026

Overview: Upsales and Act! as CRM Category solutions.

Upsales: Upsales helps companies generate more leads and drive an effective sales process. Upselling opportunities from existing clients are unlocked.

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 Upsales vs. Act! draws on 4508 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Both Upsales and Act! are commonly chosen for Sales process management, Lead tracking and management, Sales and marketing automation, Sales pipeline management, etc.

Upsales also supports Sales process optimization, Lead management and tracking, Sales and marketing process integration, International sales team enablement, 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, Customer engagement, Sales management, Marketing automation, etc.

Upsales also covers Lead generation, Customer segmentation, Subscription management, Sales performance management, etc.

Act! also covers Sales enablement, Contact management, CRM implementation, Email marketing, etc.

Top use cases: Upsales vs Act!

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

Upsales
Act!
Shared by both · Use cases
Upsales Act!

Top Capabilities: Upsales vs Act!

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

Upsales
Shared
Act!
Shared by both · Topics
Upsales only
Act! only

Deployed Industries: Upsales vs Act!

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

Upsales
Shared
Act!
Shared by both · Industries
Upsales only
Act! only

Deployed Market Segments: Upsales vs Act!

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

Upsales 100%
Act! 100%

Upsales and Act!: Best activities based on customer satisfaction

Upsales in Action: Unique Activities

Why is Upsales the best choice for Generation Of New Leads?
Upsales empowers businesses to generate new leads, track their progress through the sales funnel, and ultimately close more deals. The system provides insights into customer behavior, enabling businesses to identify upselling opportunities and maximize their sales potential. Upsales facilitates lead generation through various methods, including identifying new prospects within existing accounts and leveraging data to uncover new business opportunities.
"...We’re not just generating more leads, we can understand why people are buying from us, where new opportunities lie and how we can improve our engagement programs...." Testimonial by Christian, Soluno BC
How can Upsales optimize your Upselling Workflow?
The system facilitates identifying potential upselling opportunities from existing customers. nIt provides visual representations of upsell potential for future deals.nThe system also notifies users when customers are ready to buy additional products or services.
"...Upsales CRM helps companies generate more leads, drive an effective sales process, and unlock upselling opportunities from existing clients...." Win more deals with Upsales

Act! in Action: Unique Activities

How efficiently Does Act! manage your 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.
"...The program had quite a few functions that were useful, and it was nice to have multiple items in one piece of software (ex. contact lists, calendar, email, etc)..." Peer review by Samantha, IP Strategies of Raymond James
What makes Act! ideal 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.
"...Easy to narrow focus of reports and make sales followup easy with auto email reminders set to preferences...." Peer review by Mildenberger M, GM Dealership
How does Act! address your Communication Management Challenges?
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.
"...to come up with our mail or email lists to send out our quarterly journal and weekly e-newsletter...." Peer review by Mollie C, Executive Director
What makes Act! ideal 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.
"...Faster preparation of contracts and Po's using custom templates...." Peer review by Luke M
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.
"...You can track all your prospects and get mailers out quickly...." Peer review by Stewart, Relias Learning

News

Latest Upsales news

Upsales to Launch Fully EU-Hosted AI Agent Workspace, Closing the Sovereignty Gap for Regulated Industries

Upsales is set to launch its AI Agent Workspace, enabling European B2B companies to run AI-driven sales and marketing processes entirely within the EU. This move addresses data sovereignty concerns for regulated industries by ensuring all AI components, including language models and transcription engines, are EU-hosted and processed. The initiative positions Upsales as a unique provider for industries with strict data residency requirements, enhancing compliance with GDPR and NIS2 regulations.

25/05/2026 - 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