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.
Watch this short video to learn more about Act!.
Already a customer? Call 020 8154 2528
Fill out the form to start your 14-day free trial.
No download or credit card required
£25
user/mo
billed annually
Act! Premium Cloud
Full-featured CRM + emarketing
All values quoted exclude VAT/sales tax (if applicable)
£132
user/mo
billed annually
Sales Cloud Enterprise
£68
user/mo
billed annually
Sugar Enterprise
£35
user/mo
billed annually
Enterprise
£123
user/mo
billed annually
Pro
Your savings with Act!
81%
65%
29%
80%
"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.
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.
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.
- Immediate, browser-based access
- World-class, secure hosting
- Automatic updates and backups
- Optional desktop sync
- Expert technical support
- Act! Marketing Automation (Basic)
- Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analytics
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Data import
- Expert technical support3
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.
- Networked and offline access
- Self-managed security
- Complete control of updates
- Compatibility w/desktop add-ons
- Expert technical support
- All features of Act! Premium Desktop, plus:
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (optional £)
Integrate with the apps and tools you love.
Outlook integration
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.
Ready to win customers for life?
Try Act! free for 14 days. No download or credit card required.
©2023 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.
©2023 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.