AI that works for small businesses.
SMBs don't want more software to learn and manage. They want technology that reduces friction, keeps customers at the centre, and enhances the way they already work.
Works inside Act!
You're in control
Intelligent automation
Private and governed
Better customer insights
Predictable pricing
Works inside Act!
AI is built seamlessly into the CRM you already know. No new logins, no integrations, no learning curve — just added capability inside your existing workflows.
You're in control
Every AI suggestion is yours to accept, modify, or disregard. No actions take place without your knowledge or approval.
Intelligent automation
Instantly author impactful communications, summarise lengthy relationships, and recommend next actions — so you stay focused on customers, not tedious tasks.
Private and governed
Your data never trains AI models. Admin and user permissions are enforced at every step — no privilege escalation, no data shared between accounts.
Better customer insights
With everything about customers in one place, Act! AI surfaces deeply-contextual insights at the right moment — so every conversation starts fully prepared.
Predictable pricing
Act! AI is included in your Act! Advantage plan. Fixed pricing, no usage fees, and no surprises on your bill.
Built for how small businesses actually work.
For nearly 40 years, Act! has partnered with SMBs across every industry. That experience shapes every decision we make about AI and automation.
Small businesses shouldn't need to become AI experts to benefit from AI. The technology should work quietly in the background, helping your team move faster within the workflows you already use everyday — with our experts supporting you at every step.
Too many businesses are stitched together with separate tools for CRM, marketing, scheduling, quoting, and communications. A consolidated customer management solution helps you move from engagement to transaction seamlessly — without the friction of switching between systems.
AI is only as useful as the data behind it. When everything about a customer lives in one place, AI can surface the right insights and recommendations at exactly the right moment — maximising the effectiveness of every conversation and interaction.
Business happens between appointments, at customer sites, and across devices throughout the day. Rich customer context, communication tools, and operational visibility need to be available wherever work is happening.
What's here and what's coming.
From capabilities already in market to intelligent automation on the horizon, here's how Act!'s AI innovation story is unfolding.
Ready to put AI to work in your CRM?
Request a demo or try Act! free for 14 days. No download or credit card required.