Get Organized, Win More Deals, and Turn Every Client into a Lifelong Customer!
Get and Stay Organized
Keep all your essential customer data centralized and secure in an intuitive, well-organized platform. Customize it to fit your needs and access critical information anytime—whether you’re in the office or on the go.
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.
Mobile Access
Stay informed and prepared, whether in the office, at home, or on the road.
Powerful Search
Access detailed prospect or customer information instantly.
Turn Clients Into Long-Term Customers
Utilize detailed customer profiles to gain a deeper understanding of your connections and deliver exceptional experiences that foster loyalty and encourage repeat business.
Notifications and Alerts
Stay on top of every opportunity and critical task to deliver the highest level of customer satisfaction.
Relationship History
Tailor every interaction using a complete view of each customer’s account history.
Targeted Communications
Organize and segment your contacts into targeted groups for personalized outreach and timely engagement.
Custom Layouts
Access detailed prospect or customer information instantly.
Attract New Prospects
Capture high-quality leads with built-in email marketing tools. Design professional emails, landing pages, surveys, and newsletters that deliver the right message to the right audience at the perfect moment.
Personalized Campaigns
Choose from ready-to-use templates or customize for maximum impact. Built-in email verification ensures your messages reach the right inbox.
Landing Pages and Forms
Generate high-performing landing pages and web forms to capture leads and automate follow-up.
Automated Workflows
Generate high-performing landing pages and web forms to capture leads and automate follow-up.
AI Writing Assistant
Quickly craft email and landing page content with the help of integrated AI—fast, easy, and reliable.
Hit Sales Goals
Keep deals moving forward and achieve your sales targets with interactive quotes and powerful opportunity management. Forecast accurately with visual pipeline reports and dynamic dashboards.
Opportunity Tracking
Access every detail of your sales opportunities instantly—whether you’re at your desk or on the go.
Interactive Quotes
Access every detail of your sales opportunities instantly—whether you’re at your desk or on the go.
Sales Process Management
Move deals forward through predefined or customized sales stages with ease.
Pipeline Management
Assess your sales pipeline by product, rep, territory, deal stage, region, and more.
Prioritize What Matters
Gain clarity on where to invest your time and resources with real-time metrics and customer-specific insights, empowering smarter decisions across your business.
Actionable Insights
Access actionable insights through interactive dashboards that showcase key sales, marketing, and business performance metrics.
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.
Act! is a CRM and So Much More!
SMS Text Messaging
Use integrated SMS text messages to send and record personalized messages directly from Act!
Custom Industry Tables
Bring complex data sets, unique business processes, and specialized industry practices together with Custom Industry Tables.
Act! Side Bar for Outlook
Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.
Checkout the buttons below to learn more!
Discover the Power of Act! CRM Automation—Watch the Video Now!
Stay productive and up-to-date from anywhere with Act! Mobile!
FAQ’s
What is marketing automation in ACT! and why is it valuable?
Marketing automation in ACT! allows you to automate repetitive tasks like sending emails, scoring leads based on engagement, and triggering follow-up activities based on customer behavior. This saves time and ensures timely engagement throughout the customer lifecycle.
Can ACT! help improve email marketing performance?
Yes — ACT! includes tools to design professional email campaigns, track opens and clicks, and measure real-time performance metrics. These insights help you refine messaging and improve campaign ROI.
Can ACT! help improve customer retention?
Yes. With automated follow-ups, segmentation tools, and personalized messaging based on engagement history, ACT! helps you stay connected with existing customers — increasing loyalty and encouraging repeat business.