It’s all about relationships. Make every interaction count.
Act! CRM makes it simple to create happier clients while building a consistent pipeline of new, repeat, and referral business.
Free for 14 days. No credit card or download required.
Why choose Act! CRM?
- You get an all-in-one sales and marketing solution that’s good for your bottom line from day one.
- You get CRM and email marketing features on a ready-to-use cloud platform helping you stay on top of relationships.
- You get a solution that integrates with all essentials apps you're already using.
“The biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say.”
Brent Sullivan
Homeowner’s Financial Group
Read more customer stories
Email marketing
Attract clients and generate repeat business.
- Set your services apart with personalized campaigns and landing pages you build using turnkey templates.
- Automated workflows make it easy to stay engaged with prospects and clients.
- Know what’s working and how to prioritize your follow-up with actionable results.
Opportunity Management
Secure contracts faster and more frequently.
- Keep track of every opportunity with easy-to-use sales pipeline tools.
- Quickly progress deals through stages and drill into any opportunity for more detail.
- Powerful pipeline insights help you pinpoint your most winnable deals.
Customer Management
Make every client feel like number one.
- Bring calls, emails, documents, and personal notes together in one, organized and easily searchable place.
- Personalize every interaction to make clients feel like they’re your most important priority.
Activity Management
Stay on top of key projects and priorities.
- Get on top of it and stay on top of it by keeping track of all client activities and to-dos right on their contact record.
- Pull up daily, prioritized task lists so you know exactly where to focus your time throughout the workday.
- Know exactly where to focus your time with daily, prioritized task lists.
Act! CRM integrates with the apps and tools you love.
Turn any meeting into a videoconference
Manage invoices and payments from Act!
Sync Outlook, Office 365, and Exchange
Sync Gmail, contacts, calendar, and more
Create, send, and track eSignatures
Make scheduling your meetings easier
With Act, you have options.
Annual
Monthly
Pricing and product availability varies by region. This page is specific to our US customers only*
Act! CRM
Starter
Basic CRM + eMarketing
$12
USD/user/mo
(billed annually)
or pay as you go at $18/mo
Unlimited contacts + Customer, task, and activity management to keep you on top of things, with marketing and sales opportunity tools to get you started.
Most Popular - Best Value!
Act! CRM
Professional
Full-featured CRM + eMarketing
$25
USD/user/mo
(billed annually)
or pay as you go at $35/mo
Everything in Starter + Capture and convert new leads with marketing automation and sales process management. Design custom layouts and save time with integrations like Outlook and Google.
Act! CRM
Expert
Advanced CRM + eMarketing
$50
USD/user/mo
(billed annually)
or pay as you go at $65/mo
Everything in Professional + All you need to increase revenue and work strategically, including advanced reporting and insights, A/B testing, and progressive profiling.
Compare Act! CRM plans
ALL FEATURES
SOME FEATURES – NOT INCLUDED
[] Expand all
[] Collapse all
Starter
Professional
Expert
[]
[]
CRM
RELATIONSHIP & ACTIVITY MANAGEMENT
Customer management
Act! CRM customers have a single source of truth for who their prospects and customers are, and how to engage them to provide an exceptional professional service.
Task & activity management
Track and prioritize calls, meetings, and to-dos associated with contacts.
Notifications center
See calendar updates and reminders and easily stay on top of all your meetings.
Calendar
See what you have planned for the day, week, and month from your Act! calendar.
Notes & history
Keep a detailed record of interactions with customers and prospects so you have a full picture of each relationship.
Companies
Associate contacs with their respective companies to understand and manage engagements comprehensively.
Act! Companion - Mobile App
Stay connected to key Act! details from wherever you work with a mobile app for iPhone, iPad, and Android.
Dashboard
Always have your client relationships, to-do's, and business insights at your fingertips so you can keep a pulse on your business and take action where it matters most.
Groups & Search
Dynamic Lists
Organize lists of your prospects and clients based on criteria you define.
Global Search
Easily search your Act! account to find what you need, fast.