Act! CRM software logo

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.

Pricing starts from as little as £25/month. No hidden fees.

screenshot of the premium version of the Act! CRM dashboard
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act! CRM software logo

£25

user/mo
billed annually

Act! Premium Cloud

Full-featured CRM + emarketing

All values quoted exclude VAT/sales tax (if applicable)

salesforce logo

£132

user/mo
billed annually

Sales Cloud Enterprise

sugar crm logo

£68

user/mo
billed annually

Sugar Advanced

zoho logo

£35

user/mo
billed annually

Enterprise

keap logo

£123

user/mo
billed annually

Pro

Your savings with Act!

81%

65%

29%

80%

5 stars in a row depicting a positive customer review

"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 CRM (a disaster for me), and most recently Monday.com, 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

Key Features

Customer Management

Sales Pipeline Management

Marketing Automation

Activity Management

Act! can help you meet your goals.

CRM for Real Estate 1

Marketing Automation

Easier marketing.

Attract, engage and turn your prospects into loyal clients with easily customisable 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 personalised 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.

CRM Real Estate2

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.

93%

customer satisfaction

35+

years in business

800,000+

users worldwide

What Act! customers are saying

“Act! Is the heartbeat of my business. I start my day and end my day with Act!. I literally walk into Act! In the morning to see what my day is going to be and then leverage Act! throughout the day to move it forward.“

Matt Agnese
President, Plan B and C, inc.

Affordable plans that fit the unique ways you work.

Experience a feature-rich, customisable platform with flexible deployment options.

Cloud-based

Act! Premium Cloud

CRM + Marketing Automation

£25

£33 (Cloud w/desktop sync)

user/mo
(billed annually)

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

On-premises

Act! Premium Desktop

CRM + Marketing Automation

£31

user/mo
(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.

laptop showing the act! Logo and the microsoft outlook logo connecting

Outlook integration

Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration.
act! CRM logo with 3 points going to the logo: complex data sets, unique business processes, and specialized industry practices

Custom Tables

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

MyDocSafe integration

Access the power of the MyDocSafe platform directly from Act! Premium. Securely send documents for e-signature to new and existing contacts.

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Ready to win customers 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.

©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.