CRM for Financial Advisors

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Join 800,000+ happy Act! users today

"I have been using Act! for over 20 years and love the customizable front end and the flexibility."

"I like the configurability of Act!. We have used it for over 15 years and tailored it to reflect the data we need."

"I really love the Marketing Automation which allows me to quickly and easily send email campaigns to targeted audiences."

"I've depended on Act! since the beginning. It remains the hub for managing the many relationships under my watch."

"The best tech support people!"

Looking for value? See how Act! compares.

Act! connects your entire front office and empowers you to get and stay organized, hit sales goals, and turn relationships into results. As an all-in-one CRM for financial services, Act! provides more features for the price point. See for yourself!

$30

user/mo billed annually

Act! Advantage Standard
A full-featured cloud-based CRM + Marketing solution

$100

user/mo
billed annually

Salesforce Pro Suite

Your savings with Act! 70%

$85

user/mo
billed annually

SugarCRM Advanced

Your savings with Act! 65%

$35

user/mo
billed annually

Zoho CRM Enterprise

Your savings with Act! 14%

$249

user/mo
billed annually

Keap Pro

Your savings with Act! 88%

Your savings with Act!

70%

65%

14%

88%

"It's a pleasure working with Act!"

"I consider Act! a solution partner that has helped me build my business. I couldn’t have done it without a strong CRM. I’ve tried others over the years, like Goldmine (in the old days), Microsoft Dynamics CRM (a disaster for me), and most recently Monday.com CRM, and I always go back to my basics in Act! and get the job done. Updates have always been meaningful, especially incorporating its social media and marketing platform. Most helpful is its tech support. Reps answer questions thoroughly and are knowledgeable of Act! for both online and desktop applications."

Anthony N, Small Business Owner

G2 Review

You’ve got enough on your plate. Let Act! do the heavy lifting.

Marketing Automation

Easier marketing.

Attract, engage and turn your prospects into loyal clients with easily customizable email templates and landing pages.
Streamline many of your repetitive and time-consuming tasks.

Sales Pipeline Management

More sales.

Close opportunities faster and more often.
Identify where to focus your time and efforts to improve conversion rates and revenue.

Customer Management

Happier customers.

Build personalized relationships based on detailed customer data.
Improve customer service with a 360-degree view of every client account.

Activity Management

Less busywork.

Eliminate time-consuming manual tasks and paperwork.
Remotely collaborate with team members wherever they work.

Why choose Act!

Powerful CRM and marketing automation in one.

We understand the unique needs of small businesses.

Committed to your success, we’re here to help from day one.

years in business

customer satisfaction

users worldwide

What Act! customers are saying

“The Act! Marketing Automation platform has helped us simplify our marketing communication processes because it’s so easy to customize and update.”

Gordon Case

Director of Sales and Marketing, The Sherman Sheet

“Even though Charter Capital’s team is just 20 percent the size it once was, the company’s still achieving 75% of its previous sales volumes. That is in large part due to Act!.”

Carey Wilbur

Founder & Partner, Charter Capital

CRM software that grows with your business.

Act! CRM isn’t just software – it’s your growth partner. Whether you’re a small startup or a growing business, our flexible plans ensure you get the right tools to scale efficiently.

Act! Advantage
Standard

$30

USD/user/mo
(billed annually)

Full-featured CRM & Mobile App
Email Marketing (includes 2,500 sends/mo)
Office 365 & Gmail Integration
Interactive Quotes & Online Appointment Scheduling
Forms, Surveys, Website Chat & Event Management
Reports & Interactive Dashboards
Standard Support w/ Dedicated Onboarding Specialist
15 Gb Storage w/ Nightly Backups & Automatic Updates

We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.