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Welcome to the Act! Blog

Learn how to establish, build, and nurture customer relationships with our latest sales, marketing, and customer success trends and insights

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  • Three coworkers smiling and talking in a modern glass office.

    Best Keap Alternatives for Small Businesses: How to Choose the Right CRM

    Keap alternatives are CRM and marketing automation platforms that small businesses consider when Keap’s pricing, complexity, or feature set no longer fits their workflow. As of 2026, Keap has eliminated tiered pricing for new customers and moved to a single plan at $299/month, a significant price jump that has pushed many small businesses to evaluate […]

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  • Post Sales Relationship Gap

    Most small businesses pour their energy into winning the sale. The pitch, the follow-up, the close, every step is focused on getting a prospect to say yes. But for service businesses, the most important part of the customer relationship often begins after the contract is signed. That is when the customer moves from sales conversation […]

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  • picture of person looking at Act! CRM in a restaurant

    Best CRM with Email Marketing for Small Businesses: A Practical Guide

    A CRM with email marketing helps small businesses keep contact history, deal notes, and follow-up campaigns connected in one place without the complexity of enterprise tools. The challenge isn’t finding a platform with the longest feature list. It’s choosing one that your team will actually use today, with the flexibility to grow by leveraging advanced automation, when you need it tomorrow.  This guide covers how to […]

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  • Five coworkers smiling around a laptop in a modern office, discussing CRM options.

    Best Pipedrive Alternatives for Small Business Sales Teams

    Pipedrive alternatives are CRM platforms that small business sales teams consider when Pipedrive’s pricing, limited marketing automation, or reporting depth no longer fits how the team works. This guide covers how to define what your CRM must do, how to compare alternatives against your actual workflow, what migration involves, and how to run a low-risk […]

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  • Mobile CRM Apps for Small Businesses: Features, Benefits, and How to Get Started

    A mobile CRM app gives small business owners and sales teams access to contact history, tasks, notes, and deal updates from a phone or tablet, so follow-up happens in the moment, not after the fact. For teams that spend time in meetings, on job sites, or between client calls, a mobile CRM is often the […]

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  • an image conveying that Act! is a 2026 CRMmy finalist for Best CRM for SMBs

    Act! Named a 2026 CRMmys Finalist for Best CRM for Small Business

    Act! has been designated a Finalist in the Best CRM for Small Business category in the 2026 CRMmys Awards, one of only two finalists named in the category by an independent practitioner panel. And, that’s not something we take lightly, in fact, we thought it was worth writing about! For a company that has spent […]

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  • a tangled fishing reel

    The Hidden Cost of Fragmented Customer Data for SMB Sales Teams

    By Duston Santana, VP of Sales, Act!  If you’ve ever spent time fishing, you’ve probably dealt with a bird’s nest reel.  One bad cast, a little too much tension, and suddenly your fishing line is a tangled mess. Before you can get back to what you were trying to do, you have to stop and untangle everything. I see a lot of […]

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  • a compilation of stylized screenshots representing Act!'s AI History functionality

    Introducing Practical AI in Act!: A Smarter Way to Engage

    Act! is introducing a new wave of practical AI designed to help you work more efficiently and better prepare for every customer interaction. Our first step in this direction is AI History Summary, a simple yet powerful way to get instant context before reaching out to your contacts.  In many CRM workflows, preparing for a call or meeting […]

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  • CRM Onboarding for Small Businesses: How to Get Up and Running with Confidence

    Getting a CRM set up correctly from the start makes the difference between a tool your team uses every day and one that collects dust after the first week. The biggest barrier for most small businesses isn’t the software, it’s the time and confidence it takes to get organized, connected, and into a working routine.  This guide covers what CRM […]

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  • an illustration depticting Act! with multiple integrations

    Best All-in-One Front Office CRM for Small Businesses: A Practical Guide

    Most small businesses don’t need another tool to integrate, they need one system that already does the work. An all-in-one front office CRM connects your contacts, sales pipeline, email marketing, scheduling, quotes, and payments in a single platform, so your team spends less time switching between apps and more time closing deals and serving customers.  This guide covers what a front […]

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  • Best Small Business CRM Software: Features, Pricing, and Implementation Guide

    If your leads live in five places, your follow-up lives nowhere. That’s how deals slip, renewals go cold, and “I’ll call them back” turns into next quarter.  A small business CRM fixes the real problem: not effort, but visibility. When every contact, conversation, task, and opportunity sits in one place, you can stop guessing who needs attention and start moving the […]

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  • Work Faster and Stay Organized with Act! Premium Desktop v27.1

    Every day, CRM users balance customer relationships, administrative work, and database maintenance, often spending valuable time on repetitive tasks that slow productivity down.  That’s why Act! Premium Desktop v27.1 focuses on simplifying the everyday work that keeps your business moving.  With new built in productivity enhancements, smarter data management utilities, and improved visibility across customer interactions, v27.1 helps […]

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