About Act!

CRM and emarketing together as one – Act! provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.

Key benefits of Act!

  • Rich Customer Management: Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—Act!—for a complete view of relationships across your team

  • Organisation : Act! keeps all your contact & customer details (history, notes, etc.) accessible at the same place to easily organise, prioritise and follow-up on prospection and sales activities.

  • Mobile app: Act! Companion, a mobile CRM app for iPhone®, iPad®, and Android™, keeps you connected to key Act! details from wherever you work

  • Powerful Emarketing: Optimize all the ways you and your team communicate with prospects and customers to maximize engagement and drive business growth with Act! Marketing Automation.

  • Dynamic Sales Pipeline Management: Manage opportunities using a simple, out-of the-box sales process or one configured to fit your company’s sales methodology. See a complete, visual representation of your sales pipeline to project revenue, adjust strategy, and quickly focus efforts.

  • Actionable Business Insights: 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.

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

  • Popular Apps & Integrations: Connect with Microsoft® Outlook®, Slack™, QuickBooks® Online, Shopify, and hundreds of additional apps that extend the power and reach of Act! with Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

  • Devices

    Business size

    S M L

    Images

    Powerful Marketing Automation - Real-time Results
    Act! Marketing Automation - Comprehensive Campaign Management
    Pipeline Management View with Additional KPIs
    Act! Marketing Automation Template Editor
    Act! Marketing Automation - Visual Workflow Designer
    Actionable Business Insights
    Act! CRM Appli Mobile
    View 9 more
    Act! screenshot: Act! screenshot: Powerful Marketing Automation - Real-time Results Act! screenshot: Act! Marketing Automation - Comprehensive Campaign Management Act! screenshot: Pipeline Management View with Additional KPIs Act! screenshot: Act! Marketing Automation Template Editor Act! screenshot: Act! Marketing Automation - Visual Workflow Designer Act! screenshot: Actionable Business Insights Act! screenshot: Act! CRM Appli Mobile

    Features

    Total features of Act!: 58

    • A/B Testing
    • API
    • Analytics/ROI Tracking
    • Auto-Responders
    • Batch Processing
    • CAN SPAM Compliance
    • Calendar Management
    • Calendar/Reminder System
    • Campaign Management Software
    • Contact Database
    • Contact Management Software
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customizable CTAs
    • Customizable Fields
    • Data Import/Export
    • Document Storage
    • Drip Campaigns
    • Dynamic Content
    • Email Management Software
    • Email Marketing Software
    • Event Triggered Actions
    • Forecasting
    • Image Library
    • Interaction Tracking
    • Interaction Tracking
    • Landing Pages/Web Forms
    • Lead Distribution
    • Lead Management Software
    • Lead Qualification
    • Marketing Automation Software
    • Marketing Calendar
    • Mobile Access
    • Monitoring
    • Multi-Channel Marketing
    • Multivariate Testing
    • Pipeline Management
    • Pipeline Reports
    • Projections
    • Prospecting Tools
    • Quotes/Estimates
    • Referral Tracking
    • Reporting/Analytics
    • Sales Analytics
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Marketing
    • Social Media Integration
    • Task Management Software
    • Task Scheduling
    • Template Management
    • Third Party Integrations
    • WYSIWYG Editor
    • Website Visitor Tracking
    • Workflow Management Software

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    Reviews

    Overall rating

    3.7 /5
    (642)
    Value for Money
    3.7/5
    Features
    3.7/5
    Ease of Use
    3.7/5
    Customer Support Software
    3.3/5

    Already have Act!?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 642
    Thomas O.
    Overall rating
    • Industry: Pharmaceuticals
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Love the ease of use for both entering data and retrieving info

    Reviewed on 2018-05-07

    I use it to track my clients and prospects and I can tell anyone the last time I made contact, what...

    I use it to track my clients and prospects and I can tell anyone the last time I made contact, what that was - letter, Email, Phone Call, etc. and it allows me to connect important info to any of my clients, prospects, friends and family.

    Pros

    The fact that I was able to use the product immediately with no instruction was a great pro. Entering data and retrieving info about a client is easy, and building history of calls, Email messages, letters in a record is great.

    Cons

    I am not happy with support as all they do is provide a fix when there is a problem, but not direction in how to build reports or use other functionality. I have had to fix the same problem with direction from their service group several times. If I ask for help with reports they tell me I need to find a consultant for that.

    Tammy W.
    Overall rating
    • Industry: Insurance Software
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    ACT! for Insurance/Financial Advisors

    Reviewed on 2020-10-14

    I love all the features that meet the needs of financial advisors. The customizable fields are...

    I love all the features that meet the needs of financial advisors. The customizable fields are beneficial and improve the overall use of the software. It has probably just as many features as other customer relations management programs but cost is substantially less. Very happy with my selection.

    Pros

    The Act! for Advisors software has been modified to meet the requirements of a financial advisor which includes being able to input information regarding insurance contracts. The new Marketing Automation is an great way to send out Newsletters, etc.

    Cons

    They have lots of online resources/video's to learn the Marketing Automation. You can also speak to customer service but they recently cut their remote access where you can have customer service work on your computer to help answer/show you how to do things with the marketing automation.

    Bud M.
    Overall rating
    • Industry: Financial Services Software
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 3.0 /10

    22 year plus customer Sage / Act

    Reviewed on 2017-04-16

    Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am...

    Years ago Act software helped me build a tremendous mortgage business. Out of that experience, I am reaching out to offer some effective criticism to enhance your product. Good luck! Feel free to contact me anytime.

    Pros

    I was probably one of the first purchasers of Act. It is a great program that needs a company to put some serious thought behind making it work better. After shopping several other CRM software's I still think it is above the rest in both user friendly and functionality. You price for the product is more than fair (in fact, I think low) but the software runs like it is somebody's part time job.

    Cons

    Customer service is the worst. The guys in India are great and I have nothing bad to say about them but is there some reason I need to sit on a phone 45 minutes waiting to speak to the representative? Again I think Act could be the CRM leader but I don't see much improvement over the past few years. The principles of this company have sat back and let opportunities walk by not focusing on the customers needs. With all the apps and technologies available Act should have more to offer.When I purchase a product I do not expect to have to spend hours chasing down my answers through videos.

    Michelle D.
    Overall rating
    • Industry: Legal Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Act! through the years

    Reviewed on 2021-02-19

    I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs,...

    I love Act!, the functionality, the ability to customize, detailed reports. I run my single jobs, AR, AP, reporting, generate documents, calendar, follow up, email all through Act! and have micro control of every document and report. I have several users and the addons are endless.

    Pros

    I began using Act! 20+ years ago the draw for me was the ability to customize the product for my companies needs. I have run my company's database with this software from start up and I have made it work through the years. In the earlier days I was able to automate functionality to stay ahead of trends and have robust productivity far a head of my competitors. As the years have gone on and the product was sold and resold they have updated and brought general users more but have left lifelong users in the dust for profit.

    Cons

    Subscription services that cripple my ability to utilize the fully purchased/owned product. I feel that the company sold out for recurring subscriptions. I don't care that they want to go to subscription but I do care that I have my feet held to the fire because of it. Users like myself enabled their progress and continued success.

    Paul B.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    A GOOD STABLE BASE FOR CRM ... JUST WISH ENHANCING WAS A LITTLE EASIER

    Reviewed on 2019-10-31

    We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and...

    We need ACT, and it is the core of what we do. We would like to see ways that we can add depth and richness to a good platfrom

    Pros

    I like the fact that a team of 5 can share effectively in real time, I like the ease of changing layouts and adding fields, and with Seamless the ablity to easily prdcue high quality documenation. It's link to outlook and ODBC is good and it is a stable, which being at the core of our business is a good thing

    Cons

    There are many things I think we could do to be more productive but can't, and we do see fields being changed or lost "by themselves". The web version was a poor version of the Pro, and we haven't been able to make it available when offline, which is a frustration.

    Showing 5 reviews of 642 Read all reviews

    Act! FAQs

    Below are some frequently asked questions for Act!.

    Act! offers the following pricing plans:

    • Starting from: US$15.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    We do not have any information about Act! features

    Act! has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    We do not have any information about what languages Act! supports

    Act! supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Act! integrates with the following applications:

    Dropbox Business, Facebook, Google Workspace, LinkedIn for Business, Microsoft 365, Microsoft Outlook, iCloud

    Act! offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

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