Act — CRM

What is Act?

Act is a Customer Relationship Management (CRM) system designed for small and medium businesses (SMBs). It helps you organize contacts, track interactions, and streamline sales and marketing efforts—all in one place. With Act, you can manage your sales pipeline visually, automate follow-ups, and gain insights into your business performance.

Problem it solves

Act solves the problem of scattered customer data and inefficient sales processes. Instead of juggling spreadsheets and email threads, you get a centralized platform to track every opportunity, activity, and communication. This leads to faster deal closures and better team collaboration.

Who is it for?

Act is ideal for sales teams, small business owners, and marketers who need a user-friendly CRM without the complexity of enterprise software. It is not designed for large enterprises with highly customized needs—those may require more robust platforms. Act is best for businesses looking for a cost-effective, all-in-one solution.

Real use cases

Use Act to manage a sales pipeline, track customer interactions, send email marketing campaigns, and schedule appointments. For example, a real estate agent can track leads from first contact to closing, while a marketing agency can nurture leads with automated campaigns and measure results with dashboards.

• Sales Pipeline Management — Visualize and progress deals through stages with drag-and-drop tools.
• Contact & Customer Management — Keep rich customer details, emails, documents, and history in one place.
• Email Marketing — Send campaigns with basic or advanced options, including automation at higher tiers.
• Task & Activity Management — Track calls, meetings, and to-dos associated with contacts.
• Mobile App — Manage contacts and opportunities on-the-go with iOS or Android.
• Integrations — Connect with Office 365 and Gmail for seamless workflow.
• Reporting & Dashboards — Get in-context KPIs and interactive charts to monitor performance.

Act pricing: from $30/user/mo.

Act! Advantage Standard

$30 USD/user/mo (billed annually). Includes full-featured CRM, mobile app, basic email marketing (2,500 sends/mo), Office 365 & Gmail integration, standard quotes and payments, basic forms/surveys/chat, standard support, and 15 GB cloud storage.

Act! Advantage Professional

$45 USD/user/mo (billed annually). Includes everything in Standard, plus Email Marketing Plus (25,000 sends/mo), turnkey campaigns, AI history summary and writing assistant, advanced quotes and payments, accounting integration, project management, and 25 GB storage.

Act! Advantage Ultimate

$60 USD/user/mo (billed annually). Includes everything in Professional, plus marketing automation (50,000 sends/mo), lead scoring, additional email domain, custom industry tables, online customer portal, enhanced support, and 35 GB storage.

Act! Premium Desktop

$40 USD/user/mo (billed annually). On-premises solution with networked/offline access, self-managed security, and complete control of updates.

All cloud plans offer a free trial.

Find the right tool for you with our AI advisor →