Real relationships.
Real results.

Act! is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. 

Key Features

With unparalleled flexibility and freedom of choice, Act! accommodates all the unique ways you do business.

Customer Management

Sales Pipeline Management

Marketing Automation

Activity Management

Customer Management

Relationship history

Leverage rich customer profiles to help personalise every interaction.

Centralised customer data

Bring calls, emails, notes, activities, and documents together in one organised place.

Powerful search

Locate the customer information you need in an instant.

Offline and mobile access

Be informed and prepared while in the office or on the road.

Sales Pipeline Management

Opportunity tracking

Keep every detail of each sales opportunity at your fingertips - in the office or on the road.

Pipeline management

Assess your sales pipeline by product, territory, sales stage, agent, region and more.

Sales process management

Advance deals through stages of custom or out-of-the-box sales processes.

Actionable insights

Focus your time where it counts with insights from interactive visual dashboards.

Marketing Automation

Personalised campaigns

Use turnkey templates or design your own for maximum impact.

Automated workflows

Define outreach strategies to effortlessly stay engaged with prospects and customers.

Landing pages

Capture leads with high-converting landing pages and web forms.

Real-time metrics

Know what's working instantly and prioritise follow-ups.

Activity Management

Customer activities

Track all current and prior activities for each customer within their record.

Prioritised task lists

Know where to focus your time throughout the workday.

Calendar & email integration

Keep appointments and communications in sync at all times.

Notifications and alerts

Never miss an opportunity or overlook a key task.

Act! Connections

Connect with hundreds of popular apps that extend the power and reach of Act! with Act! connections.

Act! Custom Tables

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

Act! Sidebar for Outlook

Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.

SMS4Act! Text Messaging

Use integrated SMS text messaging
to send and record personalized messages directly from Act!.

Act! Link2quotes+

Close more business with customizable online quotes. Learn more about Link2quotes+

Act! Link2forms+

Generate new leads with customizable web forms. Learn more about Link2forms+

Act! Link2events+

Make planning online events such as webinars, training sessions, and more, a breeze. Learn more about Link2events+

Sage 50 Accounting Integration

Seamlessly integrate your Sage 50c Accounts solution with Act! Premium Desktop, the proven and trusted choice of over 6 million small and mid-sized business users.

Learn more about Act! Premium

Your all-in-one CRM and Marketing Automation platform designed for SMBs striving to stand out, sell more, and secure customers for life.

Customers love our award winning software!

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.