Growing your financial services business is easier than you think.
Make great client relationships an everyday reality. Act! includes powerful CRM and Marketing Automation tools in one, empowering you to market better, sell more, and keep clients for life.
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Looking for value? See how Act! compares.
Act! is the leading CRM system with an integrated marketing automation platform for small and midsize businesses, providing more CRM and marketing features for the price point. See for yourself!
$30
user/mo
billed annually
Act! Premium Cloud
Full-featured CRM +
Marketing Automation
$100
user/mo
billed annually
Salesforce Pro Suite
$85
user/mo
billed annually
SugarCRM Advanced
$35
user/mo
billed annually
Zoho CRM Enterprise
$224
user/mo
billed annually
Keap Pro
Your savings with Act!
70%
65%
14%
87%
"It's a pleasure working with Act!"
I consider Act! a solution partner that has helped me build my business. I couldn’t have done it without a strong CRM. I’ve tried others over the years, like Goldmine (in the old days), Microsoft Dynamics CRM (a disaster for me), and most recently Monday.com CRM, and I always go back to my basics in Act! and get the job done. Updates have always been meaningful, especially incorporating its social media and marketing platform. Most helpful is its tech support. Reps answer questions thoroughly and are knowledgeable of Act! for both online and desktop applications.
Anthony N., Small Business Owner
G2 Review
Act! helps you work smarter, not harder.
Marketing Automation
Easier marketing.
- Attract, engage and turn your prospects into loyal clients with easily customizable email templates and landing pages.
- Streamline many of your repetitive and time-consuming tasks.
Sales Pipeline Management
More sales.
- Close opportunities faster and more often.
- Identify where to focus your time and efforts to improve conversion rates and revenue.
Customer Management
Happier customers.
- Build personalized relationships based on detailed customer data.
- Improve customer service with a 360-degree view of every client account.
Activity Management
Less busywork.
- Eliminate time-consuming manual tasks and paperwork.
- Remotely collaborate with team members wherever they work.
Why choose Act!
The total relationship package.
Powerful CRM and marketing automation in one.
Unparalleled SMB know-how.
Put your trust in the most capable hands.
Unmatched flexibility and choice.
Act! accommodates all the unique ways you work.
93%
customer satisfaction
35+
years in business
800,000+
users worldwide
What Act! customers are saying
“The Act! Marketing Automation platform has helped us simplify our marketing communication processes because it’s so easy to customize and update.”
Gordon Case
Director of Sales and Marketing
The Sherman Sheet
“Even though Charter Capital’s team is just 20 percent the size it once was, the company’s still achieving 75% of its previous sales volumes. That is in large part due to Act!.”
Carey Wilbur
Founder & Partner
Charter Capital
Affordable plans that fit the unique ways you work.
Experience a feature-rich, customizable CRM and Marketing Automation platform with flexible deployment options.
Cloud-Based
Act! Premium Cloud
CRM + Marketing Automation*
$30
$40 (Cloud w/desktop sync)
USD/user/mo
(billed annually)
Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.
- Networked and offline access
- Self-managed security
- Complete control of updates
- Compatibility w/desktop add-ons
-
Act! Marketing Automation
(Basic tier) - Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analytics
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Data import tool
- Expert technical support3
ON-Premises
Act! Premium Desktop
CRM + Marketing Automation*
$3750
USD/user/mo
(billed annually)
Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.
- Immediate, browser-based access
- World-class, secure hosting
- Automatic updates and backups
- Optional desktop sync
- All features of Act! Premium Desktop, plus:
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (optional $)
Integrate with the apps and tools you love.
Outlook CRM
Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.
Act! Mobile Apps
Stay connected while on the go from any Apple iOS or Android device with Act! Mobile Apps.
Custom Tables
Customers love our award winning software!
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.
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entities. All other trademarks are property of their respective owners.