Growing your financial services business is easier than you think.

Make great client relationships an everyday reality. Act! includes powerful CRM and Marketing Automation tools in one, empowering you to market better, sell more, and keep clients for life.

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Looking for value? See how Act! compares.

Act! is the leading CRM system with an integrated marketing automation platform for small and midsize businesses, providing more CRM and marketing features for the price point. See for yourself!

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billed annually

Act! Premium Cloud

Full-featured CRM +
Marketing Automation

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billed annually

Salesforce Enterprise

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billed annually

SugarCRM Advanced

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billed annually

Zoho CRM Enterprise

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billed annually

Keap Pro

Your savings with Act!





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"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 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

Act! helps you work smarter, not harder.

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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.
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Why choose Act!

The total relationship package.

Powerful CRM and marketing automation in one.

Unparalleled SMB know-how.

Put your trust in the most capable hands.

Unmatched flexibility and choice.

Act! accommodates all the unique ways you work.


customer satisfaction


years in business


users worldwide

What Act! customers are saying

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“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

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“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

Affordable plans that fit the unique ways you work.

Experience a feature-rich, customizable CRM and Marketing Automation platform with flexible deployment options.


Act! Premium Cloud

CRM + Marketing Automation*


$40 (Cloud w/desktop sync)

(billed annually)

Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.


Act! Premium Desktop

CRM + Marketing Automation*


(billed annually)

Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.

Integrate with the apps and tools you love.

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Outlook CRM

Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration.
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Act! Companion

Have access to key Act! details from your iPhone, iPad, and Android with Act! Companion.
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Custom Tables

Bring complex data sets, unique business processes, and specialized industry practices together with Custom Tables.

Customers love our award winning software!

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Featured customers badge for CRM software market leader 2022
CRM Excellence TMC Award for 2023
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Ready to win clients for life?

Try Act! free for 14 days. No download or credit card required.

©2024 Act! LLC. All rights reserved. All Act! product and service names mentioned herein are registered trademarks or trademarks of Act! LLC, or its affiliated
entities. All other trademarks are property of their respective owners.