Act! is the Center of Your Connected Front-Office
CRM & So Much More
Put Act! at the center of your daily customer relationship activities. Unite your customer data, sales and marketing processes, website, accounting system, business apps, and more for maximum productivity.
CRM & website fusion
Engage prospects via website chat and capture leads with online forms. Follow up rapidly and archive interactions.
Digital customer engagement
Send interactive quotes, newsletters, and surveys. Empower customers with online appointment scheduling and a self-service portal.
Project & event management
Collaborate internally to manage multi-stage projects and execute online events to drive new business.
Back-office intelligence
Link Act! with your accounting software to gain a complete view of transactions, balances, and more.
Get and Stay Organized
Centralize and secure your vital customer data in an organized and user-friendly solution. Configure to unique specifications, and access key customer information with ease in the office or on the road.
Centralized customer data
Track calls, emails, notes, tasks, documents, quotes, and more in one organized place.
Calendar & email integration
Keep Office & Google contacts, appointments, and emails in sync with Act! at all times.
Powerful search
Locate the detailed prospect or customer information you need in an instant.
Mobile access
Be informed and prepared while in the office, at home, or on the road.
Turn Relationships Into Results
Leverage rich customer profiles to gain a deeper understanding of your relationships and deliver outstanding customer experiences that foster customer loyalty and drive repeat business.
Relationship history
Personalize every interaction based on a holistic view of customer account history.
Targeted communications
Filter and group contacts into meaningful segments for focused outreach and timely client engagement.
Notifications and alerts
Never miss an opportunity or overlook a key task to ensure maximum customer satisfaction.
Custom layouts
Tailor to unique specifications and maintain detailed industry-specific customer data.
Attract New Prospects
Attract high-potential leads with integrated email marketing. Create professional-looking emails, landing pages, surveys, and newsletters that get the right message to the right audience at the perfect time.
Personalized campaigns
Use turnkey templates or tailor for maximum impact. Email verification tools help ensure deliverability.
Landing pages and forms
Capture leads and trigger follow-up with high-converting landing pages and web forms.
Automated workflows
Define dynamic outreach strategies to effortlessly stay engaged with prospects and customers.
AI writing assistant
Use integrated AI to generate email and landing page copy quickly and confidently.
Hit Sales Goals
Keep opportunities advancing and hit your sales goals with interactive quotes and robust opportunity management. Forecast with confidence via visual sales pipeline reports and interactive dashboards.
Opportunity tracking
Keep every detail of each sales opportunity at your fingertips, at the office or on the road.
Interactive quotes
Create and send custom quotes, and be notified instantly when prospects engage or accept.
Sales process management
Advance deals through defined stages of out-of-the-box or custom sales processes.
Pipeline management
Assess your sales pipeline by product, rep, territory, deal stage, region, and more.
Focus on What Matters
Know exactly where to focus your time and resources with dynamic, real-time metrics and customer-specific insights, enabling more informed decision-making across your business.
Actionable insights
Gain key insights from interactive visual dashboards covering sales, marketing, and business KPIs.
Real-time metrics
Know what's working and adapt quickly. Email engagement data points you to the hottest leads.
Prioritized task lists
Focus your time on the highest impact activities throughout the workday.
Reports
Generate 80+ standard reports covering key data or customize to specific requirements.
Stay productive and up-to-date from anywhere with Act! Mobile
Do More With Act!
Act! Sidebar for Outlook
Custom Industry Tables
SMS Text Messaging
Interactive Quotes
Act! Marketing
We're with you every step of the way.
At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.
Customers love our award winning software!
Ready to win customers for life?
