About Act!

Act! CRM empowers small businesses to build and manage client relationships and leads, so you always have your pipeline of new, repeat, and referral business under control. You’ll manage your business with Act! CRM every day, since it’s more than a CRM – it’s got everything you need to stay on top of relationships, see what’s most important and actionable, and run your sales and marketing in one place. That means you’ll be able to make your business even stronger by focusing on what’s most important, rewarding, and enjoyable to you.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Act!

  • Rich Customer Management: Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—Act!—for a complete view of relationships across your team

  • Organisation : Act! keeps all your contact & customer details (history, notes, etc.) accessible at the same place to easily organise, prioritise and follow-up on prospection and sales activities.

  • Mobile app: Act! Companion, a mobile CRM app for iPhone®, iPad®, and Android™, keeps you connected to key Act! details from wherever you work

  • Powerful Emarketing: Optimize all the ways you and your team communicate with prospects and customers to maximize engagement and drive business growth with Act! Marketing Automation.

  • Dynamic Sales Pipeline Management: Manage opportunities using a simple, out-of the-box sales process or one configured to fit your company’s sales methodology. See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts.

  • Actionable Business Insights: See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making.

  • Custom tables: Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.

  • Popular Apps & Integrations: Connect with Microsoft® Outlook®, Slack™, QuickBooks® Online, Shopify, and hundreds of additional apps that extend the power and reach of Act! with Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Version
    • Free Trial
    • Subscription

    Images

    Act! Software - Powerful Marketing Automation - Real-time Results
    Act! Software - Pipeline Management View with Additional KPIs
    Act! Software - Act! Marketing Automation Template Editor
    Act! Software - Actionable Business Insights
    Act! Software - Act! CRM Appli Mobile
    View 5 more
    Act! Software - Powerful Marketing Automation - Real-time Results Act! Software - Pipeline Management View with Additional KPIs Act! Software - Act! Marketing Automation Template Editor Act! Software - Actionable Business Insights Act! Software - Act! CRM Appli Mobile

    Features

    Total features of Act!: 55

    • AB Testing
    • API
    • Analytics/ROI Tracking
    • Auto-Responders
    • Batch Processing
    • Calendar Management
    • Calendar/Reminder System
    • Campaign Management
    • Client Management
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customisable CTAs
    • Customizable Fields
    • Data Import/Export
    • Document Storage
    • Drip Campaigns
    • Dynamic Content
    • Email Management
    • Email Marketing
    • Event Triggered Actions
    • For Startups
    • For iPad Devices
    • Forecasting
    • Interaction Tracking
    • Landing Pages/Web Forms
    • Lead Distribution
    • Lead Management
    • Lead Qualification
    • Marketing Automation
    • Marketing Calendar
    • Mobile Access
    • Multi-Channel Marketing
    • Multivariate Testing
    • Pipeline Management
    • Pipeline Reports
    • Projections
    • Prospecting Tools
    • Quotes/Estimates
    • Referral Tracking
    • Sales Analytics
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Marketing
    • Social Media Integration
    • Task Management
    • Template Management
    • Third Party Integrations
    • WYSIWYG Editor
    • Website Visitor Tracking
    • Workflow Management

    Alternatives

    Salesforce Sales Cloud

    4.4
    #1 Alternative to Act!
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    TOP PRODUCER

    3.7
    #2 Alternative to Act!
    Real estate specific client management system that contains lead management, follow-up prompts, compelling content, and...

    Pardot

    4.1
    #3 Alternative to Act!
    Pardot from Salesforce is a marketing automation solution designed to bridge the gap between sales and marketing teams,

    Agile CRM

    4.1
    #4 Alternative to Act!
    Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively...

    Reviews

    Overall rating

    3.7 /5
    (660)
    Value for Money
    3.7/5
    Features
    3.7/5
    Ease of Use
    3.7/5
    Customer Support
    3.3/5

    Already have Act!?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 660
    Thomas O.
    Overall rating
    • Industry: Pharmaceuticals
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Love the ease of use for both entering data and retrieving info

    Reviewed on 7/5/2018

    I use it to track my clients and prospects and I can tell anyone the last time I made contact, what...

    I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

    Pros

    The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

    Cons

    I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

    Paul B.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

    Reviewed on 31/10/2019

    We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and...

    We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom

    Pros

    I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing

    Cons

    There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

    Alternatives Considered

    Salesforce Sales Cloud and GoldMine Premium Edition

    Reasons for Switching to Act!

    Much better value for money, and lower overall overheads meant better for us as a asmall business
    Jeremy S.
    Overall rating
    • Industry: Real Estate
    • Company size: 1,001-5,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Jeremy's Review

    Reviewed on 24/11/2021

    Pros

    It's easy to keep my tasks managed and know who to contact and when.

    Cons

    It's only utilized well for task management

    Carlos S.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Super Disappointed

    Reviewed on 10/12/2021

    Pros

    I liked this software to run my credit repair business. Keep track of letter management and clients. It was easy at first.

    Cons

    After you purchase your license, in a year or 2 they discontinue the version and you have to pay for the license all over again. I had purchase 3 licenses and wanted to purchase a 4th one and they said I couldn't that I would have to upgrade to the monthly fee version where you pay monthly per license including for the licenses I already had. Now this year they discontinued the licenses I already purchased, they want me to upgrade and pay 550 per license all over again because they have a new version and will not give support nor fixes to the older versions. This is insane. I pay them for a license so they discontinue the product and expect me to purchase all licenses again. ON top of that, it is glitchy, it continue disconnects from Outlook. You call customer support and someone in India answers and they are clue less. Every time Outlook does an update or act updates it completely looses all integration. OH, and they give you 0 customer service, you have to pay for that separately.

    Jennifer J.
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Information at our finger tips

    Reviewed on 6/1/2022

    So far things have gone well. I feel as we continue to use the product we will be able to use it in...

    So far things have gone well. I feel as we continue to use the product we will be able to use it in more ways and thus expand and be even more successful. It is a beneficial product that we need to learn how to use to its full capacity.

    Pros

    As a newer user of ACT! I have found it helpful to have a place to capture customer information that I can then easily share with my co-workers. As a small business this gives us the feel of a larger organization, it has helped with our efficiency and effectiveness and has improved customer service. Saving time and being able to capture vital customer information is necessary for our success.

    Cons

    Took a little time to get use to where everything is and how to properly utilize.

    Showing 5 reviews of 660 Read all reviews

    Act! FAQs

    Below are some frequently asked questions for Act!.

    Act! offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Act! CRM Essentials: £15 / user / month (billed annually) Act! CRM Standard : £25 / user / month (billed annually) Act! CRM Expert : £40 / user / month (billed annually)

    Act! has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    Act! supports the following languages:

    English

    Act! supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Act! integrates with the following applications:

    Dropbox Business, Facebook for Business, Google Workspace, LinkedIn for Business, Microsoft 365, Microsoft Outlook, iCloud

    Act! offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Act!.