Full-featured CRM and Marketing Automation for individuals and SMBs.

Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place.

Track and prioritize calls, meetings, and to-dos—all associated with your contacts.

See exactly what you have planned for the day from your Act! calendar.

Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.

Associate Contacts with their respective Companies to understand and manage engagements comprehensively.

See a visual chronology of all activities and communications associated with a customer or prospect.

Record basic information about people associated with a contact without creating a new contact record.

See real-time information from the Web, in-context within each contact record - maps, social profiles, and more.

Zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.

Notifications and alerts ensure you stay on task and on time throughout your day.

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

Start your morning with an overview of your top deals and key activities. Personalize to stay informed and productive throughout your day.

Send personalized communications to contacts or groups with unique data from their individual customer records.

Send text messages for promotions, appointment reminders, order updates, and more. Automatically track sends and replies for follow-up and reference.

Streamline the collection of customer data and generate leads with customizable forms for quote & service requests, surveys, and much more. Includes Link2calendar for self-service calendar booking.

Make planning online events such as webinars, training sessions, virtual trade shows, and more, a breeze. From marketing to attendees, managing RSVPs, publishing event details, and sending reminders. Includes Link2calendar for self-service calendar booking.

Find what you need in an instant with powerful search options.

Organize similar contacts into groups for targeted communications or sales initiatives.

Organize similar contacts into dynamic groups based on criteria you define.

Perform custom, comprehensive database queries, including searching multiple field types and ranges concurrently.

Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal.

Manage opportunities using a simple, out-of-the-box sales process or one configured to fit your company’s sales methodology.

Capture and manage your catalog in Act! and associate products and pricing to Opportunities.

See a complete, visual representation of your sales pipeline at-a-glance to project revenue, adjust strategy, and quickly focus efforts. In-context KPIs provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply.

KPIs provide a quick look at sales activity and performance for the month or quarter. Create custom KPIs for additional insights into sales effectiveness.

Move sales opportunities from stage to stage through the pipeline with a simple drag-and-drop motion, and watch your sales funnel update instantly.

Generate standard quotes in .doc format using optional Microsoft Word integration.

Close more business with customizable online quotes. Includes automated follow-up activity scheduling & customer reminders, quote dashboards & reports, and secure payment processing. Includes Link2calendar for self-service calendar booking.

View and customize 80+ out of the box reports - from contact lists to activity reports to sales performance metrics.