Act! CRM: The Central Hub for SMB Growth
Act! CRM is a powerful, integrated front-office solution designed to unify your sales, marketing, and analytics into a single platform. Built to serve small and mid-sized businesses, it provides a stable and reliable foundation for managing the entire customer lifecycle with precision.
- Unified Hub: An all-in-one front-office solution for small and mid-sized businesses.
- Full Visibility: Seamlessly covers sales automation, marketing outreach, and predictive analytics.
- Flexible Access: Fully available through both cloud-based and on-premise traditional deployments.
- SMB Centric: Optimized specifically to support growth and operational excellence for SMBs.
Act! Premium Desktop
The traditional on-premise solution designed for businesses requiring full control over their data environment and offline access capabilities.
- Perpetual or subscription licensing options
- Local database hosting and management
- Robust contact and opportunity tracking
- Standard Outlook and Google integrations
Act! Mobile
Stay connected to your business with optimized access for tablets and smartphones.
Interactive Quotes
Generate and track professional, interactive quotes directly within your CRM hub.
Act! Advantage Cloud
A fully managed cloud-based CRM solution offering seamless accessibility and modern marketing tools without the need for server maintenance.
- Automatic updates and security maintenance
- Integrated Act! Marketing Automation (AMA)
- Anywhere access via web and mobile app
- SaaS subscription model with flexible scaling
Add-ons & Bundles
Extend core functionality with specialized technical tools and feature-rich bundles.
Key Features of Act! CRM
Management
Contact and Relationship Management
Centralize your customer data with a hub that tracks history, activities, and notes in one place.
- Detailed contact profiles
- Full interaction history
- Document attachments
- Relationship tracking
Sales
Sales Automation and Management
Optimize your sales cycle with tools designed to track opportunities and automate follow-ups.
- Pipeline visualization
- Opportunity tracking
- Follow-up automation
- Activity management
Growth
Marketing Automation
Connect with your audience through personalized marketing campaigns and analytics tracking.
- Email marketing templates
- Automated drip campaigns
- Campaign response tracking
- Lead capture forms
Insights
Reporting and Analytics
Gain clarity on your business health with real-time reporting and interactive dashboards.
- Dynamic dashboards
- Standard and custom reports
- Sales stage analysis
- Team productivity metrics
Accessibility
Mobile CRM Access
Empower your field team with mobile access to the entire Act! database from anywhere.
- Act! Companion mobile app
- Real-time database sync
- Search and record updates
- Call and email logging
Security
Security and Permissions
Ensure your business data is protected with robust security protocols and access controls.
- User-level permissions
- Database encryption
- Automated cloud backups
- Role-based access
Tools
Customizations and Other Tools
Tailor Act! to the way you do business with a platform that supports deep customization.
- Custom field creation
- Layout designer
- API (Act! Connect) access
- Interactive quoting tools
ACT! CRM INTEGRATIONS
Connect Your Entire Business Ecosystem
Act! CRM is designed to be the central hub of your front-office operations, seamlessly connecting with the software you rely on most to ensure data consistency and eliminate manual entry.
- Productivity Apps: Sync with Microsoft Outlook and Google for contacts and emails.
- Financial Software: Bridge sales with accounting using QuickBooks and other finance tools.
- Lead Automation: Funnel leads from Leadpages and web forms via direct Zapier links.
- Communication Hub: Support for integrated SMS and multi-channel marketing tools.
Act! CRM Pricing Options
Act! Advantage Cloud Standard
$30
per user / month (Subscription-Based)
- Full-Featured CRM & Mobile App
- Basic Email Marketing (2,500 sends/mo)
- Office 365 & Gmail Integration
- Standard Interactive Quotes and Payments
- 15 Gb Cloud Storage w/ Nightly Backups & Automatic Updates
Act! Premium Desktop
$40
per user / month (Subscription-Based)
- Networked & Offline Access
- Self-Managed Security
- Complete Control of Updates
- Optional support and maintenance add-ons
Act! Advantage Cloud Professional
$45
per user / month (Subscription-Based)
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Includes everything in Standard plus:
- Email Marketing plus (25,000 sends/ mo), Turnkey Campaigns & Nurture Marketing
- Advanced Interactive Quotes and Payments + online Appointment Scheduling
- Advanced Forms, Surveys, Website Chat & Event Management
- Accounting Integration
- 25 Gb Cloud Storage
Act! Advantage Cloud Ultimate
$60
per user / month (Subscription-Based)
​
Includes everything in Professional plus:
- Marketing Automation (50,000 sends/mo)
- Lead Scoring, Prioritized Activity Scheduling & Progressive Profiling
- Additional Email Domain
- Custom Industry Tables
- Online Customer Portal
- Enhanced Support
- 35 Gb Cloud Storage