The Next Generation of Act! is Here

Your trusted CRM choice just got better! Act! now includes dynamic sales pipeline management and powerful new Marketing Automation, transforming Act! into the ultimate small business toolset.

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Key features

  • Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline Management view featuring in-context KPIs, an actionable sales pipeline, an interactive sales funnel, and advanced filtering.
  • Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics like average deal size, closed-won value, open deals, and more based on filters you apply. Or create custom KPIs to suit your needs exactly.
  • See a visual representation of all opportunities organised by sales stage with the actionable sales pipeline. Drag-and-drop opportunity tiles to progress your deals through stages and drill into any opportunity for more detail.
  • View the total count and value of all open opportunities in your pipeline with the interactive sales funnel. Apply filters to see data by rep, sales stage, date range, and more. Hover or drill-through each stage for more detail.
  • Get more from the Opportunity List view with the addition of in-context KPIs and advanced filtering.

Dynamic sales pipeline management

Stylized Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often.

Available exclusively to active Act! Premium members!

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Key features

  • Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define.
  • Attract and nurture prospects with effective lead capture forms and surveys that feed contacts and responses into Act! automatically for timely sales follow-up.
  • Use real-time response metrics and actionable customer insights to improve your marketing strategy over time and engage with prospects and customers when they’re most interested and likely to buy.
  • Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritising follow-ups, and delivering a composite view of customer engagement in a single solution.

Powerful new Marketing Automation

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Optimise all the ways you communicate with prospects and customers with the new Act! Marketing Automation1 to maximise engagement and drive business growth.

Available exclusively to active Act! Premium members with an additional subscription!

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Plans start at £59

account/month (billed annually)

Learn more
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Key features

  • Enjoy convenient access to helpful feature tours, import options, and customer support resources in the redesigned Welcome page.
  • Create new Act! Insight dashboards using the unique business or industry data you manage in Custom Tables.
  • Experience improvements to Custom Tables that allow you to:
    • Quickly associate table entries to contacts, groups, companies, and opportunities.
    • Expand records in list views, making it easy to see any linked child table.
    • Perform advanced queries and mail merges, manage cascading dropdowns, and specify default columns in the web client.
  • Attach inbound Outlook® emails to Act! history automatically.
  • Get new web client features, including intelligent update notifications for offline clients and the option to manage activity types.
  • Comply with strict privacy and security mandates, because Act! is SOC 2 compliant and provides helpful resources that enable GDPR compliance.
  • Receive numerous quality and usability updates that make Act! even easier to use!

Dozens of subscriber-exclusive product enhancements

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Benefit from dozens of valuable subscriber-exclusive product enhancements, including improvements to Act! Insight, Custom Tables, the Welcome page, and so much more!