Key Features
Customer Relationship Management
Email Marketing
Marketing Automation
Sales Pipeline Management
Calendar & Activity Management
Business Insight Analytics
Stay Organized
Manage Your Relationships
Centralize and secure your customer data in an easily searchable system. Access customer details, emails, account notes, attachments, campaign results… whether you’re in the office, on the road, or offline.
Centralized customer data
Bring calls, emails, notes, activities, and documents together in one organized place.
Calendar & email integration
Keep appointments and communications in sync at all times.
Offline and mobile access
Be informed and prepared while in the office or on the road.
Powerful search
Locate the customer information you need in an instant.
Attract New Prospects
Attract new leads while enhancing your brand with integrated email marketing. Create professional-looking emails, landing pages, and forms that get the right message in front of the right audience at the perfect time.
Personalized campaigns
Use turnkey templates or design your own for maximum impact.
Landing pages
Capture leads with high-converting landing pages and web forms.
Automated workflows
Define outreach strategies to effortlessly stay engaged with prospects and customers.
Writing AI
Use advanced AI to create email and landing page copy effortlessly.
Hit Sales Goals
Keep opportunities advancing and hit your sales goals with comprehensive opportunity management, pipeline reports, and analytics dashboards.
Opportunity tracking
Access and update every detail of each sales opportunity at your fingertips.
Sales process management
Advance deals through stages of custom or out-of-the-box sales processes.
Pipeline management
Assess your sales pipeline by product, territory, sales stage, agent, region and more.
Mobile app
Add, edit, and manage opportunities in the field with Act! mobile apps.
Turn Relationships Into Results
Gain a deeper understanding of your customers to deliver delightful customer experiences and build lasting relationships for life.
Relationship history
Leverage customer profiles to help personalize every interaction.
Customer activities
Track all current and prior activities for each customer within their record.
Notifications and alerts
Never miss an opportunity or overlook a key task.
Surveys
Create online surveys and map responses to Act! for richer customer profiles.
Focus on What Matters
Know exactly where to focus your time and resources with dynamic, real-time metrics and customer-specific insights, enabling smarter decision-making across your business.
Actionable insights
Focus your time where it counts with insights from interactive visual dashboards.
Real-time metrics
Know what's working instantly and prioritize follow-ups.
Prioritized task lists
Know where to focus your time throughout the workday.
Reports
Generate and customize 80+ out-of-the-box standard reports.
We Know How to Do This
For over thirty years, Act! has been partnering with small businesses the world over. We’re invested in your success.
Dedicated account manager
Every subscriber is paired with a dedicated account manager, ready to help you get started and drive results.
Serious service
Your success is our passion. Our global support experts are committed to providing the assistance you require.
Enhanced response
Experience VIP service with priority queuing, feature guidance by phone, appointment setting, and weekend support for just $10/mo/user.
We're here for you
We've been focused on the CRM and marketing needs of SMBs for decades. Our success is dependent on your success.
Work how and where you want.
Whether you prefer the convenience of a cloud-based solution or the security of an on-premises install, Act! provides ultimate flexibility and freedom of choice.
Enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.
- Immediate, browser-based access
- World-class, secure hosting
- Automated updates & nightly backups
- Robust mobile app
- MacOS compatibility
- Expert technical support
- Dedicated onboarding specialist
Experience the security and control of an on-premises solution where you deploy and manage the software.
- Networked & offline access
- Self-managed security
- Complete control of updates
- Expert technical support
- Dedicated onboarding specialist
Act! is CRM and Marketing Automation all-in-one.
Act! Marketing Automation Plans include:
Everything needed to send professional email campaigns.
Send up to 2,500 emails to unlimited contacts.
Included
Basic plus nurture campaigns, AI writing assistant, landing page templates, surveys and more!
Send up to 25,000 emails to unlimited contacts.
$79
per account/month
Select plus lead scoring, lead workflows, and more.
Send up to 50,000 emails to unlimited contacts.
$199
per account/month
Complete plus A/B testing, progressive profiling, and expert consultation.
Send up to 100,000 to unlimited contacts.
$399
per account/month
Keep connected with Act! Mobile Apps
Connect with hundreds of popular apps that extend the power and reach of Act! with Act! connections.
Featured Connections:
Act! Sidebar for Outlook
Act! Custom Tables
SMS4Act! Text Messaging
Online Quotes
Lead Forms
Event Management