Act! Essentials

CRM made easy

Designed for small businesses and entrepreneurs, Act! Essentials gives you organised access to key customer details and powerful email marketing, making it easy to grow your business. Best part, Act! Essentials is simple to learn and easy to use so you can get started right away!



Grow your business

Send the right messages to the right people.


Create professional campaigns

Easily create eye-catching emails using templates that you can customise with your own message, logo and images.

With a great choice of templates, you’re sure to find one that fits your business need. Customising your template is simple with our intuitive template editor. 


Speak to the right people

Use Groups to intelligently segment your contacts and deliver engaging, relevant messages, to the right people.


Know who's interested

Real-time campaign reporting lets you see who has opened and read your emails - and how often - so you can see who's really interested and follow-up with your next move.



Keep deals moving

Make decisions and manage activities based on insightful sales information.


Focus your follow-up

Follow-up your email campaigns with an automated intelligent Call List that prioritises your hottest leads, based on their level of campaign interaction. 


Maximise sales opportunities

Create new Opportunities that can track status, value, and estimated close dates, and tailor custom fields to suit your business. Schedule timely activities, with reminders, to keep your opportunities progressing.


Make informed decisions

Get a complete overview of your sales pipeline and see where to focus your next activity to move prospects to the next level.


Stay connected

Easily manage contacts and activities in one organised place.


Save time managing your information

Quickly import your current contacts from Microsoft® Outlook, Google™, iCloud® or spreadsheets, and sort into groups.

You can create new contacts directly from Outlook®, deciding which ones are created
in Act! Essentials, ensuring they're relevant to your business.

Keep your notes, history and interactions together in one place, that can be accessed anywhere, from your laptop, iPad®, iPhone® or Android™ device. 

Be prepared

Get organised with a to-do list and tick off completed tasks. Schedule activities in a calendar that can be accessed when you are on the go, so you are always prepared. View your Act! Essentials calendar in Outlook®.

Know your customers

Know more about your contacts' interests by connecting their LinkedIn® profiles with their contact information. Keep relevant notes in easily customised contact fields.



Why choose Act! Essentials?

  • Quick to get started and easy to use.
  • Specifically designed for small businesses.
  • Includes powerful contact and sales management features.
  • Easy to use email marketing with real-time reporting.
  • Accessible anywhere from laptop, tablet or phone.
  • Integrates with Microsoft® Outlook, Google™ and Facebook®.
  • Links with over 800 key business solutions and apps using
    PieSync™ and Zapier®.
  • Access to online self-help resources.
  • Act! CRM is the proven, trusted choice, growing businesses since 1987.



30 day free trial
Instant access
Easy to use

Act! Essentials Pricing



  • Contact management
  • Activity tracking and alerts
  • Sales pipeline management
  • Email marketing (500 contacts per month)
  • Call Lists
  • Compatible with iPhone®, iPad® and Android™ devices
  • Mobile app from The App Store® and Google Play
Act! Essentials logo


user/month/excl. VAT

  Free trial



Act! Essentials links with over 800 key business solutions and apps using Piesync™ and Zapier®

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