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
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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

"...We use ACT to track upcoming opportunities, existing project details, client contact information...." Peer review by Kelly K.

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

"...I would recommend ACT to any salesperson or sales organization looking to manage contacts more efficiently and increase sales & revenues...." Peer review by Edward C, Sales Rep for Hampton pilothouse and Endurance LRC motor yachts & Yacht Broker
"...The benefit is being able to share information with your team, and being able to look up information from previous interactions with the customer...." Peer review by Greg F., Computer Software
"...Such as sending a survey like this one to the correct people but not the wrong people ie ACC's. integrations with Zapier, the ability to send text messages straight from the computer...." Peer review by Amber G, Act! Certified Consultant, Information Technology and Services

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 does Act! facilitate Engagement Management?

How does Act! address your Communication Management Challenges?

How efficiently Does Act! manage your Sales Document Management?

What solutions does Act! provide 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 - Medium

Groningen, Netherlands

Act! CRM helped ZorgpleinNoord replace manual Excel processes. The organization now sends targeted newsletters in minutes instead of days. Internal communication improved with shared client histories... and Outlook integration. Act! enabled more professional external communications and streamlined workflows. Efficiency increased across departments, meeting the needs of over 180 member organizations.

Wings 4Kidz - Non Profit Organization Management - Small

Australia

Wings 4Kidz uses Act! CRM to manage flights for sick children from rural Australia to major hospitals. The system tracks 1,200 contacts, including patient and family details, to ensure personalized c...are. Act! helps coordinate pilots, drivers, and planes, reducing errors and missed appointments. The charity aims for 3,000 flights and 12,000 passenger journeys each year. Act! also supports donor and sponsor communications, helping Wings 4Kidz present a professional image.

TSD Management Groep - Information Technology And Services - Small

Tilburg, Netherlands

Act! CRM helps TSD Management Groep manage all sales and customer data in one place. The company uses Act! CRM to track opportunities and forecast sales with precision. Communication with prospects a...nd clients is now much easier, with targeted mailings sent to 6,000 contacts at once. The CRM system gives management clear insight into the sales process. As a result, TSD Management Groep sees more prospects convert to customers.

Tradebox - Computer Software - Small

North Shields, UK

Act! helped Tradebox shift from custom software development to selling off-the-shelf products. Tradebox now supports over 1,100 online retailers with better sales and account management. Act! automat...es customer communications, like license renewal reminders, and centralizes customer data for faster support. The CRM enables Tradebox to target prospects more effectively and manage new product launches. Tradebox plans to quadruple its customer base and double staff, relying on Act! for growth.

SynVest Asset Management - Financial Services - Small

Amsterdam, Netherlands

Act! CRM helped SynVest Asset Management improve offline marketing and communication. The team can now easily select recipients for magazines and brochures. The software is intuitive and simple to us...e. SynVest saw a big boost in efficiency for offline campaigns. Act! CRM made organizing contact data much easier. The main reasons for choosing Act! CRM were price and functionality.

Reebok Sports Club - Health, Wellness And Fitness - Medium

London, UK

Act! helps Reebok Sports Club manage a fast-changing membership of 8,000 people. The sales team uses Act! to track every contact and follow up with all potential members. With Act!, they reach 100% o...f prospects and avoid duplicate calls to new members. The system saves the sales manager about half a day each month. Training from Swiftpage ensures every team member uses Act! effectively.

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