Act! CRM software logo

Growing your insurance brokerage 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 policyholders for life.

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

screenshot of the premium version of the Act! CRM dashboard
Play Video

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


Select your country


We use your personal information to allow you access to your account and to contact you with information about it.

 

By signing up, you accept our Terms Of Service and Privacy Policy.

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

£120

user/mo
billed annually

Sales Cloud Enterprise

sugar crm logo

£68

user/mo
billed annually

Sugar Enterprise

zoho logo

£35

user/mo
billed annually

Enterprise

keap logo

£79

user/mo
billed annually

Pro

Your savings with Act!

80%

65%

25%

77%

Key Features

Marketing Automation

Sales Pipeline Management

Customer Management

Activity Management

Act! can help you meet your goals.

CRM for Real Estate 1

Marketing Automation

Easier marketing.

Boost lead conversion rates with personalised marketing campaigns.

Send automatic reminders for policy renewals and upgrades.

Sales Pipeline Management

More sales.

Quickly follow up and nurture prospects through your sales pipeline.

Upsell and cross-sell more insurance products and services to existing customers.

Customer Management

Keep policyholders for life.

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.

Access and update policyholder information in one central location.

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

corrine bryson headshot

“Act! has been our lifeblood for more than 20 years — we rely on it for everything.”

Corrine Bryson
Founder and CEO
INEX

Hal Hanstein Headshot

“If I didn’t have it, I’d be lost. I wouldn’t know where to turn. My Act! as a resource is worth at least $500,000 to me.”

Hal Hanstein
President
Cardinal Realty Group

Affordable plans that fit the unique ways you work.

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

On-Premises

Act! Premium Desktop

£30

user/mo
(billed annually)

Experience the security and control of an on-premises solution where you deploy and manage the software.

Cloud-Based

Act! Premium Cloud

£25

£33 (w/desktop sync)

user/mo
(billed annually)

Enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.

3US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:00pm.

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.

two people shaking hands and a screenshot of the dashboard for the act! CRM platform

Ready to win customers for life?

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

©2022 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.