Getting Started with Act! CRM

New to Act!? Getting started is easy. Choose your deployment method below and follow the steps to get up and running quickly and easily.

1

Install Act! 

Ready to install Act!? Download the Installation Guide for instructions to install and register your product quickly, plus get answers to frequently asked questions.

2

Import Your Contacts

Importing contacts into Act! is easy. Watch our step-by-step video tutorial or download the installation guide. Don't have contacts to import? No problem! Skip ahead to step 3.

3

Start Using Act! 

Get to know Act!. Create your first contact, group, and opportunity. Explore Act! features through video tutorials, guides, and additional resources, like the Act! training library.

4

Get Connected

Do more with Act!. Connect Act! to the business tools you love, take Act! with you on the go with the Act! Companion mobile app, or find an Act! partner.

New to Act! and need help installing your product?

Watch the video below for a step-by-step guide to installing Act!.

 

Still have questions?

Download the installation guide.

Have contacts to import into Act!? Watch the video below for step-by-step instructions.

1

Setting up a Database

2

Create a Group

3

Create an Activity

4

Create an Opportunity

5

Companies Overview

More Feature Tours

Additional Act! Resources

  • Act! Training Library: Feature tutorials to help you navigate Act!.
  • Act! Knowledgebase: Search the extensive Act! knowledgebase to find answers to frequently asked questions, details on what’s new in Act!, and documentation to assist you in using your Act! product.
  • Act! Community: Connect with other Act! users in the Act! Community, get answers to your questions, and learn how to make the most of Act! from a community of over 50,000 Act! fanatics!

Do more with Act!. Connect to the business tools you use every day with Act! Connect, stay connected to key Act! details from wherever you are with the Act! Companion mobile app, and discover how Act! Certified Consultants can help you make the most of your Act! solution.

Act! Connect

Stay connected to the tools and apps you love, with exclusive access to hundreds of Act! Connect integrations that help you automate tasks and save time.

Learn more

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a mobile CRM app designed for iPhone®, iPad®, and Android™.

Get started

Act! Certified Consultants

From initial set-up and customisation, to integration and training, our global network of expert Act! Certified Consultants (ACCs) have the expertise and experience to help you get the most from your Act! solution.

Find an ACC
1

Import Your Contacts

Upload contacts and data into your Act! database. Don't have existing contacts to import? No problem! Skip ahead to step 2.

2

Start Using Act!

Get to know Act!. Create your first contact, group, and opportunity. Explore Act! features through video tutorials, guides, and additional resources.

3

Get Connected

Do more with Act!. Connect Act! to the business tools you love, take Act! with you on the go with the Act! Companion mobile app, or find an Act! partner.

Have data to import into Act!? Watch the video below for step-by-step instructions.

Want more? To view all feature training videos, visit the Act! Training Library.

More Feature Tours

Additional Act! CRM Resources

  • Act! Training Library: Feature tutorials to help you navigate Act! in the Cloud.
  • Act! Knowledgebase: Search the extensive Act! knowledgebase to find answers to frequently asked questions, details on what’s new in Act!, and documentation to assist you in using your Act! product.
  • Act! Community: Connect with other Act! users in the Act! Community, get answers to your questions, and learn how to make the most of Act! from a community of over 50,000 Act! fanatics!

Do more with Act!. Connect to the business tools you use every day with Act! Connect, stay connected to key Act! details from wherever you are with the Act! Companion mobile app, and discover how Act! Certified Consultants can help you make the most of your Act! solution.

Act! Connect

Stay connected to the tools and apps you love, with exclusive access to hundreds of Act! Connect integrations that help you automate tasks and save time.

Learn more

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a mobile CRM app designed for iPhone®, iPad®, and Android™.

Get started

Act! Certified Consultants

From initial set-up and customisation, to integration and training, our global network of expert Act! Certified Consultants (ACCs) have the expertise and experience to help you get the most from your Act! solution.

Find an ACC

Need additional help?

Visit our resource center for access to the Act! Training Library, Knowledgebase, Community, and more.