Features & Benefits

Purpose-built for small businesses, Act! combines proven CRM with powerful Marketing Automation, providing you with the ultimate toolset to drive business growth.

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Rich customer management

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Keep rich contact details, emails, documents, notes, history, activities, and more in one easy to find place—the Act! contact record—for a complete view of your customer relationships.

Unlock the full potential of Act! with Custom Tables in Act! Premium Plus! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.

Key features:

Contact Management

Groups & Companies

Activity Tracking & Alerts

Custom Tables

Powerful Marketing Automation

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Optimize all the ways you communicate with prospects and customers with Act! Marketing Automation1 to maximize engagement and drive business growth. Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

Key features:

Campaign Management

Template Editor

Lead Management

CRM Workflow

Response Metrics

Dynamic sales pipeline management

Stylized Dynamic Sales Pipeline Management

Manage opportunities using a simple, out-of-the-box sales process or one you configure to fit your business. Track products or services, status, days open, probability of close, documents, and more with every sales opportunity. See a complete, visual representation of your sales pipeline to project revenue, adjust your strategy, and quickly focus your efforts. In-context KPIs help you understand the health of your pipeline at-a-glance.

Key features:

Opportunity Tracking

Sales Process Automation

Pipeline Management

In-context KPIs

Actionable business insights

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See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making. Dig deeper with one of 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, PDF, and email for further analysis or sharing with your team.

Key features:

Act! Insight Dashboards

Custom Dashboards

50+ Reports

Custom Reports


Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™2 — a valuable active subscriber benefit!


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Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! — a valuable active subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

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