Migrate your Act-On data
Marketing automation SaaS from Portland, Oregon founded in 2008. Built for mid-market teams that need email, lead capture, and nurture workflows without Salesforce-level complexity.
In its favor
Why people choose Act-On
The signal that keeps Act-On on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Low barrier to entry for small and mid-market teams wanting marketing automation without a full CRM commitment, with a free trial available for evaluation.
Helpful and responsive customer support is consistently praised in G2 reviews, especially during onboarding and initial configuration.
User-friendly interface that marketers without deep technical backgrounds find accessible for building automated programs and email campaigns.
Built-in engagement scoring gives sales and marketing teams a shared signal for prioritising outreach without additional tooling.
SMS integration is natively embedded, allowing teams to add text-based nurture without stitching together a third-party provider.
Feature gaps in email composer quality and CRM integration force teams to layer on additional tools, increasing stack complexity and cost.
Performance and reporting depth lag behind competitors at similar price points, making it harder to justify ROI to leadership.
Pricing is perceived as high relative to the value delivered, especially as teams scale contact volumes and hit tier limitations.
Users report that Act-On feels less suitable as companies grow beyond mid-market requirements and need more sophisticated pipeline management.
Reasons to switch
Why people leave Act-On
The recurring reasons buyers give for replacing Act-On. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Act-On fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Act-On pricing overview
Act-On uses an Active Contacts pricing model rather than database-size pricing — you pay only for contacts you engage in a given month. Two published plans exist. The Professional plan starts at $900/month for 2,500 active contacts, 3 marketing users, 50 sales users, and 30,000 API calls/day. The Enterprise plan starts at $2,000/month for the same active contact base but doubles marketing users to 6, sales users to 100, and adds native CRM integrations, Data Studio, and Account-Based Marketing. All packages require an annual contract; there is no free version or free trial, and renewals carry an automatic 5% fee increase unless cancelled with 30 days' written notice.
Professional
Tier 1 of 2
From $900/month (2,500 active contacts)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Act-On's schedule — see our quote-based pricing →
What gets migrated
Act-On object support
Object-by-object support for Act-On migrations. Per-pair details surface during scoping.
Contacts
Fully supportedAct-On's primary object. Standard fields (name, email, phone, company) map cleanly to any mainstream CRM. We preserve lifecycle stage, source, and any custom contact-level properties.
Companies
Fully supportedAccount-level records linked to Contacts. Company name, industry, and custom company fields export reliably. We handle the one-to-many Contact-to-Company relationship at import time.
Lists
Mapping requiredAct-On Lists are audience segments used for targeting campaigns. We preserve List membership as tag or segment data in the destination, noting that List logic (dynamic vs static) may not transfer identically.
Programs (Automated Workflows)
Not in this platformAutomated Programs represent multi-step nurture sequences. These are workflow definitions rather than data records and are not exportable via API. We document the sequence steps as a reference artifact but do not migrate Program logic to a new platform.
Emails
Mapping requiredEmail content, subject lines, and send history are accessible. Attachments and inline images require additional handling. HTML content is preserved; design-mode templates may need reformatting in the destination editor.
Forms
Mapping requiredWeb forms capture leads into Act-On. Form field definitions and submission data migrate; the form embed code does not transfer and must be re-implemented in the destination.
Custom Data Schema / Custom Objects
Mapping requiredAct-On's API supports Custom Data schemas with user-defined fields. We read the schema definition, export existing records, and write them to the destination as custom fields or a custom object depending on destination capability.
Engagement Scores
Mapping requiredAct-On calculates a behavioural score per contact. The raw score migrates as a numeric property, but scoring formulas and weighting rules are not exportable and must be rebuilt in the destination.
Activities / History
Mapping requiredEmail opens, clicks, form submissions, and other behavioural events are logged. We export activity history as a timestamped log linked to the Contact record. Volume can be large; we chunk by date range.
Tags
Fully supportedContact and company tags export cleanly as label arrays. We map them to equivalent tagging structures in the destination CRM.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Act-On's primary object. Standard fields (name, email, phone, company) map cleanly to any mainstream CRM. We preserve lifecycle stage, source, and any custom contact-level properties. |
| Companies | Fully supported | Account-level records linked to Contacts. Company name, industry, and custom company fields export reliably. We handle the one-to-many Contact-to-Company relationship at import time. |
| Lists | Mapping required | Act-On Lists are audience segments used for targeting campaigns. We preserve List membership as tag or segment data in the destination, noting that List logic (dynamic vs static) may not transfer identically. |
| Programs (Automated Workflows) | Not in this platform | Automated Programs represent multi-step nurture sequences. These are workflow definitions rather than data records and are not exportable via API. We document the sequence steps as a reference artifact but do not migrate Program logic to a new platform. |
| Emails | Mapping required | Email content, subject lines, and send history are accessible. Attachments and inline images require additional handling. HTML content is preserved; design-mode templates may need reformatting in the destination editor. |
| Forms | Mapping required | Web forms capture leads into Act-On. Form field definitions and submission data migrate; the form embed code does not transfer and must be re-implemented in the destination. |
| Custom Data Schema / Custom Objects | Mapping required | Act-On's API supports Custom Data schemas with user-defined fields. We read the schema definition, export existing records, and write them to the destination as custom fields or a custom object depending on destination capability. |
| Engagement Scores | Mapping required | Act-On calculates a behavioural score per contact. The raw score migrates as a numeric property, but scoring formulas and weighting rules are not exportable and must be rebuilt in the destination. |
| Activities / History | Mapping required | Email opens, clicks, form submissions, and other behavioural events are logged. We export activity history as a timestamped log linked to the Contact record. Volume can be large; we chunk by date range. |
| Tags | Fully supported | Contact and company tags export cleanly as label arrays. We map them to equivalent tagging structures in the destination CRM. |
Gotchas
What to watch for in Act-On migrations
Issues we've hit on past Act-On migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
ACT! desktop CRM and Act-On marketing automation are different products
Automated Program logic does not export
Engagement score formulas are not transferable
Bulk API is not publicly documented
| Severity | Issue |
|---|---|
| High | ACT! desktop CRM and Act-On marketing automation are different products |
| Medium | Automated Program logic does not export |
| Medium | Engagement score formulas are not transferable |
| Low | Bulk API is not publicly documented |
Leaving Act-On?
Where Act-On customers move next
12 destinations Act-On can migrate to.
How a Act-On migration works
Four steps, Act-On-specific
Connect
Bearer JWT into Act-On. Scopes limited to read-only on the data we move.
Map
We translate Act-On-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Act-On quirks before production.
Migrate
Full migration with Act-On rate-limit handling. Rollback available throughout.
FAQ
Act-On migration FAQ
Answers to the questions buyers ask most during Act-On migration scoping. Not seeing yours? Book a call.
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