Growing your insurance business is easier than you think.

Make great client relationships an everyday reality. Act! includes powerful CRM and Marketing Automation tools in one, empowering you to market better, sell more, and keep policyholders for life.

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Looking for value? See how Act! compares.

Act! provides you with more CRM and Marketing Automation features for the price point.

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billed annually

Act! Premium Cloud

Full-featured CRM + emarketing

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billed annually

Sales Cloud Enterprise

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billed annually

Sugar Enterprise

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billed annually


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billed annually


Your savings with Act!





Key Features

Marketing Automation

Sales Pipeline Management

Customer Management

Activity Management

Act! can help you meet your insurance sales goals.

Marketing Automation

Easier marketing.

  • Boost lead conversion rates with personalized marketing campaigns.
  • Send automatic reminders for policy renewals and upgrades.

Sales Pipeline Management

More sales.

  • Quickly follow up and nurture prospects through your sales pipeline.
  • Upsell and cross-sell more insurance products to existing customers.

Customer Management

Keep more policyholders for life.

  • Build personalized relationships based on detailed customer data.
  • Improve customer service with a 360-degree view of every client account.

Activity Management

Less busywork.

  • Eliminate time-consuming manual tasks and paperwork.
  • Access and update policyholder information in one central location.

Why choose Act!

The total relationship package.

Powerful CRM and marketing automation in one.

Unparalleled SMB know-how.

Put your trust in the most capable hands.

Unmatched flexibility and choice.

Act! accommodates all the unique ways you work.


customer satisfaction


years in business


users worldwide

What Act! customers are saying

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“Act! has been our lifeblood for more than 20 years — we rely on it for everything.”

Corrine Bryson
Founder and CEO

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“The Act! Marketing Automation platform has helped us simplify our marketing communication processes because it’s so easy to customize and update.”

Gordon Case
Director of Sales and Marketing
The Sherman Sheet

Why use Act!

Marketing Automation

Better marketing.

Attract and engage prospects and existing customers.

Personalized 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 prioritize follow-ups.

Sales Pipeline Management

More sales.

Close opportunities faster and more frequently.

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.

Customer Management

Happier customers.

Make every customer feel like they’re your best.

Relationship history

Leverage rich customer profiles to help personalize every interaction.

Centralized customer data

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

Activity Management

Less busywork.

Stay on top of key projects and priorities.

Customer activities

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

Prioritized 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.

Better marketing.

Attract and engage prospects and existing customers.

  • Set your brand apart with personalized campaigns and landing pages you build using turnkey templates.
  • Automated workflows make it easy to stay engaged with prospects and customers.
  • Know what’s working and how to prioritize your follow-up with actionable results.
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sales pipeline graph showcase on act! CRM platform

More sales.

Close opportunities faster and more frequently.

  • Keep track of every opportunity using a suggested sales process or one that’s personalized to fit your unique business workflows.
  • Want to focus your time where you’ll get the biggest payoff? Powerful pipeline insights help you pinpoint your most winnable deals.

Happier customers.

Make every customer feel like they’re your best.

  • Bring calls, emails, documents, and personal notes together in one, organized and easily searchable place. 
  • With a clear view of your relationship history, you can personalize every interaction to make customers feel valued and important to your business.
man typing on laptop and filling out form
example of the premium act! CRM activity management capabilities

Less busywork.

Stay on top of key projects and priorities.

  • Get on top of it and stay on top of it by keeping track of all customer activities and to-dos right on their contact record.
  • Feeling overwhelmed? Pull up daily, prioritized task lists so you know exactly where to focus your time throughout the workday.

Affordable plans that fit the unique ways you work.

Experience a feature-rich, customizable platform with flexible deployment options.


Act! Premium Desktop


(billed annually)

Experience the security and control of an on-premises solution where you deploy and manage the software.


Act! Premium Cloud


$40 (w/desktop sync)

(billed annually)

Enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.

3US: M-F 8:30am-8:00pm Eastern; UK: 9:00am-5:00pm.

Integrate with the apps and tools you love.

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Outlook integration

Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration.
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Act! Companion

Have access to key Act! details from your iPhone, iPad, and Android with Act! Companion.
act! CRM logo with 3 points going to the logo: complex data sets, unique business processes, and specialized industry practices

Custom Tables

Bring complex data sets, unique business processes, and specialized industry practices together with Custom Tables.
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Ready to win clients for life?

Try Act! free for 14 days. No download or credit card required.

©2022 Act! LLC. All rights reserved. All Act! product and service names mentioned herein are registered trademarks or trademarks of Act! LLC, or its affiliated
entities. All other trademarks are property of their respective owners.