Simply select one of the tabs below, then click on the pulsing dots to learn more about the key features of Act!.
Keep rich contact details in one, easy to find place — the Act! contact record.
Capture and easily reference complete relationship details, including activities, opportunities, history, notes, documents, and more.
Organize similar contacts into groups and companies to deliver targeted communications.
Find what you need in an instant using powerful search capabilities.
Create new contacts, calls, meetings, and more with quick action buttons.
Unlock the full potential of Act! using Custom Tables, enabling you to bring complex data sets, unique business processes, and specialized industry practices together in Act!.
Optimize all the ways you communicate with prospects and customers with Act! Marketing Automation*.
*Additional subscription required.
Build responsive email campaigns using the interactive template editor. Get started with 25 sample templates, then customize imagery, colors, fonts, and more to fit your brand.
Engage prospects and customers with response-driven nurture and drip 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 on landing pages that feed contacts and responses into Act! automatically.
Identify prospects on your website in real-time to engage with them when they are most interested. See who’s been on your site today, yesterday, this week, last week, or the last 30 days.
View the total count and value of all open opportunities in your pipeline.
Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of key metrics.
See a visual representation of opportunities by sales stage. Drag-and-drop opportunity tiles to progress your deals and drill into any opportunity for more detail.
Track products or services, status, days open, probability of close, documents, and more.
Apply filters to see data by date range, sales process, stages, reps, and more.
View opportunities in detail, list, and pipeline views.
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more.
Learn more about dashboard widgets with Tool Tips that give you a general description of the insights presented.
Hover for more detail or drill-through to Act! list views to learn more about a particular opportunity or activity.
Apply filters to customize your date range, activity types, products, and users shown. Build custom dashboards for unique insights about your business.
Dig deeper with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, HTML, PDF, and email.
Connect with hundreds of popular apps that extend the power and reach of Act!.
Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™.
Streamline your workflow between Act! and Outlook®. Auto and manually attach Outlook® emails to Act!, create and edit Act! contacts, and schedule and view Act! activities—all from within Outlook®.
Interact with Act! through simple, verbal requests to Amazon Alexa via Ask Act!™. Just ask for key Act! contact and calendar details, then sit back as Alexa tells you what you want to know.
Gain visibility into customer purchase history in Act! with connections to popular eCommerce solutions BigCommerce, Ecwid, Etsy, Shopify, Volusion, and WooCommerce.