Act! Overview

Act! combines CRM, email marketing, and customer management into a single platform tailored for SMBs. It excels in helping businesses manage relationships efficiently, focusing on growth and organization. Act! is designed to transform customer interactions into meaningful results, offering tools that attract prospects and support sales goals. The platform emphasizes building loyalty and maintaining strong customer connections. Its competitive advantage lies in affordability and comprehensive features that cater to the unique needs of small to medium-sized businesses. With Act!, companies can streamline their front-office operations, ensuring they stay connected and focused on what truly matters—customer relationships.

Use Cases

Customers recommend Contact List Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Act!.

Other use cases:

  • Sales Document Management
  • Lead Tracking
  • Drip Marketing
  • Helpdesk Management
  • Workflow Management
  • Campaign Management
  • Social Media Analytics
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Act!.

Other priorities:

  • Increase Sales & Revenue
  • Enter New Markets Internationally Or Locally
  • Improve ROI
  • Improve Internal Communications
  • Scale Best Practices
  • Improve Brand Engagement
  • Grow Market Share
  • Improve Consistency
See all business priorities See less business priorities

Act! Use-Cases and Business Priorities: Customer Satisfaction Data

Act! works with different mediums / channels such as E-Mail. and Phone Calls.

Act!'s features include Recording, Templates, Personalization, etc. and Act! support capabilities include AI Powered, Email Support, Chat Support, etc. also Act! analytics capabilities include Analytics, and Custom Reports.

Reviews

"...I like the simplicity of the system and the basic material that any sales person need to work with clients save his activity and the next follow up...." Peer review by Arnon S, CEO, Internet

Peer review evidence (same sources as the product rating summary)

"...so I don't use them contact management, email, all in one place...." Peer review by Eddie B., real estate broker, Real Estate
"...helps you keep track of your business contacts and help manage follow ups...." Peer review by Tyler, A Homemade Plan
"...I love the email link feature, any time I send an email to a client (who has their email in their account profile), the system automatically saves that email in the client profile...." Peer review by Josh, AICTC

Act!, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Act! offers integrated CRM and marketing automation to enhance lead conversion and customer engagement. Users can market efficiently and build lasting customer relationships.

Popular Business Setting

for Act!

Top Industries

  • Financial Services
  • Real Estate
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Act! is popular in Financial Services, Real Estate, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.

Act! Customer wins, Customer success stories, Case studies

What makes Act! ideal for Contact List Management?

How can Act! optimize your Engagement Management Workflow?

What benefits does Act! offer for Communication Management?

What benefits does Act! offer for Sales Document Management?

What Are the key features of Act! for Lead Tracking?

11 buyers and buying teams have used Cuspera to assess how well Act! solved their CRM needs. Cuspera uses 4212 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

ZorgpleinNoord - Non Profit Organization Management - Small

Netherlands

ZorgpleinNoord used Act! to replace old Excel databases. This change made managing contacts and sending newsletters much faster. The team now saves time and avoids manual copying and pasting. Act! he...lps keep affiliate information up to date and improves communication. The system also links with Outlook for better internal and external messaging. ZorgpleinNoord is now seen as more professional and efficient in serving its affiliates.

 

World Press Printing - Printing - Small

St. Louis, USA

Act! CRM helped World Press Printing centralise client and prospect data. The sales team can now access information on the go and track every interaction. Marketing automation tools improved eNewslet...ter campaigns and targeted outreach. Integration with the online storefront gave deeper insights into customer behaviour. World Press Printing saw double-digit sales growth in the first quarter of 2023.

 

Wings 4Kidz - Non Profit Organization Management - Small

Australia

Act! helps Wings 4Kidz manage flights for sick children in rural Australia. The CRM system tracks 1,200 contacts and coordinates pilots, drivers, and planes for each trip. Act! stores patient and fam...ily details to create a personal experience. The platform also manages sponsors, donors, and social media contacts. Wings 4Kidz aims for 3,000 flights and 12,000 passenger journeys each year using Act!.

 

Westland Distributing - Wholesale - Medium

Phoenix, USA

Act! 365 helped Westland Distributing boost sales by hundreds of thousands of dollars. The company moved from Excel spreadsheets to a CRM, making it easier to track and win back lost accounts. Sales ...reps used Act! 365 to find new customers and increase sales to existing ones. The team combined email marketing and phone calls for better results. Managers now have a clear view of the sales pipeline. Staff quickly adopted the system and became power users.

 

TSD Management Groep - Recruitment - Small

Netherlands

Act! CRM helped TSD Management Groep grow from a single company to a multi-company group. The CRM system connects every part of the sales process, from first contact to contract signing. TSD uses Act...! CRM to score sales opportunities and predict future sales. The platform keeps all customer records accurate and up to date. TSD plans to integrate email marketing using Act! CRM’s API. The system gives managers clear insight into commercial processes.

 

Tradebox - Computer Software - Small

North Shields, UK

Act! CRM helped Tradebox move from custom software development to selling off-the-shelf products. Tradebox now supports over 1,100 online retailers with better sales and order management. Act! automa...tes customer communications, like renewal reminders, and gives support teams instant access to customer details. Tradebox plans to quadruple its customer base and double staff in 18 months, with Act! at the core of its growth. Integration with VoIP will further boost productivity and service quality.

Frequently Asked Questions (FAQ)

What buyers ask before choosing Act!

What is Act!?

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. It provides the ultimate toolset to build relationships, maximize engagement and drive business growth.

Act! teams can manage a sales pipeline, track interactions with leads and existing customers, and access email marketing tools. Also allows customer support teams to manage and sync data such as account updates and pending sales opportunities. Act! provides a shared calendar that can help improve team collaboration.

Built-in CRM features enable business growth teams to track lead sources, competitor activity, emails, and more. Its additional features include CRM and Marketing Automation, delight every customer, every time, market like a pro, win raving fans for life, focus where it counts, get organized and busy and more.

What is Act! used for?

Act! is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contact List Management, Engagement Management and Communication Management .

What are the top features of Act!?

Recording, Templates and Personalization are some of the top features of Act!.

Who uses Act!?

Act! is used by Financial Services, Real Estate and Computer Software among other industries.

What are Act! alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for Act!.

Where is Act! located?

Act! is headquartered at Suite 500, Denver, CO 80293, US.
lightning

Peers used Act! for contact list management and engagement management

Act! Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.16/5

Read Reviews (3)
Analytics

3.97/5

Read Reviews (40)
Custom Reports

3.56/5

Read Reviews (409)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.16/5

Read Reviews (3)
Analytics

3.97/5

Read Reviews (40)
Custom Reports

3.56/5

Read Reviews (409)

Software Failure Risk Guidance

?

for Act!

Overall Risk Meter

Low Medium High

Top Failure Risks for Act!

Act! News

Awards

Act! Named a 2026 CRMmys Finalist for Best CRM for Small Business

Act! has been named a finalist in the 2026 CRMmys Awards for Best CRM for Small Business. This recognition highlights Act!'s commitment to providing CRM solutions tailored for small and midsized businesses, evaluated by an independent practitioner panel. The award reflects Act!'s performance against current standards and its longstanding focus on empowering SMBs.

Product

Work Faster and Stay Organized with Act! Premium Desktop v27.1

Act! has launched Act! Premium Desktop v27.1, featuring productivity enhancements such as an Activity Reassigner for bulk task updates, improved data management with the No Associated Contacts utility, and enhanced visibility with OppHistory4act. The update also integrates SQL Manager capabilities for streamlined administration, aiming to boost efficiency and reduce manual effort for CRM users.

Product

Work Smarter Anywhere with the Latest Act! Mobile Enhancements

Act! has introduced new mobile enhancements to improve productivity on the go. Updates include a tablet-optimized experience, enhanced proximity search, a dedicated Documents tab in Opportunities, and expanded attachment support. Additional features like a QR code scanner and calendar customization further enhance the mobile experience, aiming to streamline workflows and improve usability across devices.

Product

Sales Accelerators in Act!

Act! Advantage introduces Sales Accelerators, enhancing CRM capabilities by integrating sales processes directly into the platform. Features like Interactive Quotes, Online Appointment Scheduling, and Event Management streamline sales cycles, automate follow-ups, and improve customer interactions. This integration reduces reliance on third-party tools, offering a cohesive sales experience and better pipeline visibility.

Act! Profile

Company Name

Act!

Company Website

https://www.act.com/

HQ Location

Suite 500, Denver, CO 80293, US

Employees

251-500

Social

Financials

PRIVATE