Act! CRM: CRM Built for Small Business Success

CRM & Marketing Automation Built for Small Business Success

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

The perfect fit for your small business, Act! can be tailored to meet your unique business and industry needs.

The proven and trusted choice, Act! is a recognised leader with millions of users worldwide.

Rich customer management

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.

Custom Tables & Industry Templates

Unlock the full potential of Act! using Custom Tables and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

Powerful Marketing Automation

Optimise all the ways you communicate with prospects and customers with Act! Marketing Automation to maximise 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, prioritising follow-ups, and delivering a composite view of customer engagement in a single solution. (Additional subscription required.)

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.

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. 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.

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 — a valuable active subscriber benefit!

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.

Editor: Swiftpage

Strengths of Act! CRM

  • Certifications: ISO 27001, GDPR

Act! CRM demo and screenshots

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Act! CRM customers

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Act! CRM pricing and features

Plans & Pricing

Act! 365
Act! Pro
Act! Premium
Act! Premium Plus
€9/month /user
€279once /user
€35/month /user
€45/month /user

ou 23€ en mode auto-hébergé

ou 35€ en mode auto-hébergé

Features

Analytics
Custom Charts
Dashboards
Data Import/Export
Drill Down
Interactive Dashboard
KPI
Reports
Data Deduplication
Shared dashboards and reports
Behavioral analysis
Application Customization
Fields
Software Layout & Themes
Collaboration
Group management
Planning view
Task management
Shared Calendars
Communication
Contact Manager Search and organization application for professionnal contacts
Mailing lists Email address rooting emails sent to that address to a group of recipients
Shared contacts Contacts viewed and updated by multiple people
Marketing Automation
Campaigns Management
Campaigns Reports Clics, ROI
Direct-mail Advertising
Email Designer/Builder Drag & Drop / WYSIWYG email editor
Email Templates
Email Tracking
Emails Scheduling
Mass Email
Newsletter Management
Responsive Email
Automatic Campaign Trigger (trigger, birthday, satisfaction...)
Landing Page
Opt-out / Unscribe management
Survey
Sales Force Automation
Automated Reminders Notification in order to call back a prospect or a customer
Contact management People's details editing and individual follow-up
Customer file import
Events history and follow-up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead management Deal that you have the possibility to close after qualification
Sales forecast Future sales numbers based on statistics
Sales process and pipeline Customer life cycle management
Sales report Conversion rate, team performance, best sales
Segments / Populations Possibility to group contacts per type
Workflow & process
Automatic actions
Priority management
Task management & Reminders
Performance indicators
Drag&Drop Process Editor
Form Editor

Services

Integration & Interoperability
Mac OS
Windows OS
Social Networks Integration
API, Web Service Restful APIs
Mobility
Mobile App
Offline Mode
Security & Confidentiality
Daily Backups
Audits & Certificates (SAS 70, ISO 27001/2, TRUSTe)

Data hosted in the following countries: Belgium, United Kingdom (UK)