Act! has helped John Nabergall manage his financial advisory practice for over 35 years. He uses Act! for contact management,... appointment tracking, and reminders. The CRM lets him organize client data, log meetings, and set up follow-ups. Act! supports his solo business with custom fields and workflow shortcuts. John credits Act! for helping him nurture client relationships and never miss a detail.
Act! helped Charter Capital keep 75% of its sales volume after downsizing its team by 80%. The company uses Act!... to manage 35,000 contacts and track customer conversations. Act! supports email marketing and prospect scoring, making the small team more efficient. Charter Capital values Act! for building long-term client relationships and improving customer retention.
Barnden Financial Services
- Financial Services
- Small
Portsmouth, UK
Act! helps Barnden Financial Services save up to one hour a day by making client information easy to find. The... system lets Paul Barnden set reminders to contact clients at the right time. This builds trust and keeps relationships strong. Act! makes it simple to manage client records and follow up on mortgage deals. Paul uses Act! to stay organized and grow his business without losing his personal touch.
Bert Ritsema Verzekeringen & Hypotheken
- Financial Services
- Small
Netherlands
Act! CRM helped Bert Ritsema Verzekeringen & Hypotheken, a financial services firm, organize client data and improve service. The firm... replaced multiple systems with one flexible CRM platform. This made it easier to track client communications and spot new sales opportunities. Staff now save time on admin and focus more on client needs. Act! CRM gives them better insights into each client’s situation, leading to more efficient service and new business.
Real Estate Case Studies and Customer Success Stories with Act!
John Magnani
- Real Estate
- Small
USA
Act! helps John Magnani, a veteran commercial real estate broker, stay organized and on time. He uses Act! to manage... appointments, client communications, and property showings. Cloud and mobile access let him work from anywhere, boosting his productivity. Act! improves his punctuality and reduces stress by centralizing his business tasks. John relies on Act! daily to deliver professional service and maintain strong client relationships.
Act! helped Hawaiian Isle Real Estate manage up to 22 contracts at once, far above the industry norm of 5-7.... Owner Gretchen Osgood used Act! to automate newsletters, track 150 daily tasks, and streamline client communications. The CRM enabled her to become the top agent for transactions in her area. Act! also supported marketing automation and seamless data entry. This system made complex real estate sales and property management much easier.
Color Business Centers used Act! CRM to manage rapid growth and expansion. The company needed a system to track leads... and communicate with clients across 16 sites. Act! replaced manual Excel sheets, streamlining sales and marketing processes. The CRM enabled targeted marketing and improved lead tracking, resulting in increased revenue. Act! also simplified HR tasks like agenda management and staff coordination.
Act! helps Cardinal Realty Group manage over 15,500 contacts for commercial real estate deals. Hal Hanstein uses Act! to quickly... find the right people and build strong relationships. The Groups feature lets him target contacts by location and expertise. Act! supports email campaigns and keeps his business agile in a changing market. Hanstein values Act! as a resource worth at least $500,000 to his firm.
Manufacturing Case Studies and Customer Success Stories with Act!
Jan Kuipers Nunspeet
- Manufacturing
- Medium
Nunspeet, Netherlands
Act! CRM helped Jan Kuipers Nunspeet, a leading Dutch bike parking manufacturer, move from paper-based systems to a digital CRM.... Before Act!, the company struggled with manual data transfer and lacked visibility into pre-order activities. With Act!, leads are now consistently contacted and offers are better coordinated. The team saves time by storing all designs and calculations digitally. Communication between departments has improved, and targeted marketing campaigns are now possible.
Act! helps LMT Mercer Group manage over 1,500 wholesalers and distributors. The CRM captures customer data missed by their ERP,... letting sales tailor conversations and improve service. Product development uses Act! to track feedback and launch 20+ new products yearly. The system helps reconnect with inactive customers in a dynamic market. LMT Mercer Group credits Act! for supporting innovation and customer focus.
Act! helps Keevac Industries, Inc. boost website traffic by 30% with automated email campaigns. The CRM stores every transaction detail,... including serial numbers, making it easy to order parts and manage warranties. Act! Marketing Automation lets the team quickly update customers about new and pre-owned stock. Fast access to information improves service speed and customer relationships. Keevac customizes Act! with help from a local partner to meet changing business needs.
FIB Industries used Act! to manage a fast-growing customer database after shifting to direct sales. The CRM helped them track... hundreds of client relationships and integrate previously separate databases. Act! enabled accurate production forecasting and streamlined reporting on project bids and contract outcomes. The intuitive system made it easy for staff to keep information up to date. FIB Industries now distributes key data quickly and manages production schedules more effectively.
INEX uses Act! CRM and Act! Marketing Automation to manage client accounts, email campaigns, and project timelines. During the pandemic,... Act! enabled INEX's remote team to collaborate and maintain business continuity. With help from an Act! Certified Consultant, INEX centralized sales and marketing data, improved data quality, and streamlined onboarding. Customized campaigns now target specific customer segments, helping INEX expand into new markets and increase revenue. Act! provides easy access to customer data and responsive tech support, making it a core part of INEX's operations.
Act! helped Connect Vending improve customer relationship management. The sales team now works faster and converts more calls into orders.... 30% of orders come from existing clients, showing better repeat business. Real-time data lets account managers target customers at the right time. The company reduced the time from first contact to sale. Data is now shared quickly and accurately across the team.
Act! helped SmartVentilation Inc. build a marketing operation from scratch. The company used Act! CRM and marketing automation to run... large-scale campaigns and track over 450 high-quality contacts. Before Act!, SmartVentilation relied on paper files, which made scaling difficult. With Act!, they easily reached new prospects and managed leads. The platform's support and training made it simple for the owner to learn and use the tools effectively.
Design Case Studies and Customer Success Stories with Act!
Landform Professional Services
- Design
- Small
Minneapolis, USA
Act! helped Landform Professional Services unify CRM, email marketing, and reporting. The firm moved 6,300 contacts into one cloud-based platform.... This made it easy to track campaigns and assign follow-ups. Landform now has one source of truth for all client and marketing data. The team saves time and makes better decisions with clear analytics. Act! supports both remote and in-office work for future growth.
Act! helps DuChâteau manage over 3,000 contacts and streamline sales operations. Joe English uses Act! to organize client data, schedule... appointments, and segment contacts by interest. The CRM replaced manual processes, reducing errors and missed follow-ups. Act! enables tailored outreach to designers and architects, boosting customer engagement. Daily productivity improved with integrated communication and reporting features.
Act! helps DuChâteau manage over 3,000 contacts, boosting sales productivity. Joe English uses Act! to organize client data, schedule appointments,... and segment contacts by designer or architect. The CRM replaced manual note-taking, reducing errors and missed follow-ups. Act! enables tailored outreach, like lunch-and-learn sessions, and keeps all communications in one place. This digital solution drives business growth and strengthens client relationships.
Allegiant Giving
- Non Profit Organization Management
- Small
Rocklin, USA
Act! helps Allegiant Giving manage a network of 4,300 prospects, partners, donors, and participants. The CRM system supports their fundraising... for veterans and student programs. Allegiant Giving uses Act! to track relationships, organize follow-ups, and ensure data accuracy. Email templates in Act! add professionalism to their outreach. The platform enables a small team to handle complex, delicate relationships efficiently.
Kid Scoop
- Non Profit Organization Management
- Small
Sonoma, USA
Act! Premium Cloud helped Kid Scoop, a nonprofit, manage contacts and track business interactions. Dan Dalton used Act! to organize... meetings, follow-ups, and client relationships. The CRM made marketing tasks like mail merges easy and saved time. Importing attendee lists let Kid Scoop connect with new contacts before events. Act! supported Kid Scoop’s growth, helping them reach millions of students in 42 states.
Act! CRM helped Jeryll Adler organize her consulting work. She used Act! to manage contacts, track conversations, and set reminders.... The software let her build strong client relationships and remember key details. Act! became her digital archive for both business and personal history. Its flexibility supported her work in consulting, nonprofits, and creative projects.
Act! helped Manessens, a consulting firm in France, organize sales and client data. The team used Act! to manage over... 50,000 contacts and open 10 new accounts each year. New employees learned the system in just half a day. Act! also supported recruitment by tracking potential hires. The CRM gave the sales team a full view of every client and prospect, driving growth in a tough IT market.
Entertainment Case Studies and Customer Success Stories with Act!
Momento
- Entertainment
- Small
Chicago, USA
Act! helped Thomas Fletcher build Fletcher Chicago into a multi-million dollar business by organizing customer data and improving relationship management.... Fletcher used Act! to track thousands of contacts, run targeted marketing workshops, and streamline event follow-ups. The CRM enabled his team to access vital contact details instantly, supporting major Hollywood productions and sports innovations. After selling his previous company, Fletcher chose Act! again for his new venture, Momento, citing its ease of use and strong customer support.
KH Engineering
- Mechanical Or Industrial Engineering
- Large
Schiedam, Netherlands
KH Engineering uses Act! CRM to spot trends and create new sales opportunities. The firm switched from a custom Access... database to Act! CRM for better management reporting and ease of use. Act! CRM helps them analyze customer requests and responses in detail. This gives management and shareholders the reports they need. The system supports forecasting and evaluating future sales opportunities.
Oil & Energy Case Studies and Customer Success Stories with Act!
Hose and Rubber Supply
- Oil & Energy
- Medium
Billings, USA
Act! helped Hose and Rubber Supply build a structured sales process. The company grew rapidly, with one business growing from... under $2 million to $6 million. Act! enabled easy database segmentation and integration with Excel for custom reporting. Sales teams became more productive and focused. Act! is now essential to their business development and planning.
Medical Devices Case Studies and Customer Success Stories with Act!
Asian Medical, Inc.
- Medical Devices
- Small
Sarasota, USA
Act! helps Asian Medical, Inc. manage 15,000 global contacts. The CRM organizes calls, meetings, and tasks for daily operations. Michael... O’Malley uses Act! to streamline communication and track sales data. Outlook integration logs every email and sales activity. A switch to Salesforce failed due to missing features, leading to a return to Act!. Act! supports business growth and strong dealer relationships worldwide.
Research Case Studies and Customer Success Stories with Act!
Energy Technology Partnership (ETP)
- Research
- Medium
UK
Act! helped the Energy Technology Partnership manage 120-130 projects at once. Seven business development managers used Act! to track every... meeting and conversation. The reporting feature gave real-time updates on project progress. ETP improved organization and productivity in less than a year. The team found Act! more user-friendly and customizable than other CRMs. Act! also made it easy to show funders what was happening at any time.
Act! helps Casa Palmera manage a database of over 3,200 mental health resources. Phil Van Guilder uses Act! to automate... regular, targeted communications with clinicians and specialists. He relies on Act! templates to send personalized messages and keep contact information up to date. The database is a trusted resource for both patients and practitioners. Act! supports Casa Palmera in delivering accurate, timely information to the mental health community.
Restaurants Case Studies and Customer Success Stories with Act!
Ken Loyd (kenloyd.com)
- Restaurants
- Small
USA
Act! helped Ken Loyd manage over 78,000 contacts and 50,000 email addresses. He sends 15,000 to 20,000 emails weekly using... Act!'s marketing automation. The software improved his organization and follow-up, ensuring no missed appointments. Ken achieved open rates up to 60% on follow-up emails. Act! enabled him to build a strong personal brand in executive recruitment.
Fleetmaster
- Transportation/Trucking/Railroad
- Small
USA
Fleetmaster used Act! CRM for over 20 years to manage customer relationships and stay organized. The company customized Act! to... track orders, compliance, and customer needs. Act! helped Fleetmaster consolidate information and simplify daily tasks. During the pandemic, Act! kept business on track by centralizing data. Fleetmaster values Act! for its support, simplicity, and cost-effectiveness compared to other CRMs.
Cameron Instruments Inc.
- Consumer Electronics
- Small
Guelph, Canada
Cameron Instruments Inc. improved its marketing productivity by switching to Act! Growth Suite. The company now sends up to 5,000... emails per campaign using Act! Marketing Automation. This led to more website traffic and more sales calls after campaigns. Act! helps the team track all customer and supplier interactions in one place. The system is easy to customize and learn, supporting better service for customers worldwide.
Publishing Case Studies and Customer Success Stories with Act!
DIE ZEIT
- Publishing
- Large
Hamburg, Germany
Act! helped DIE ZEIT, Germany’s top weekly newspaper, improve its sales process. The sales team now targets customers more accurately... and works more efficiently. Staff can access up-to-date customer data and history, including SAP® system stats. Marketing is now more personalized, and reporting is easier. Productivity and customer engagement have both increased.
Education Case Studies and Customer Success Stories with Act!
Day Trade Fun
- Education
- Small
USA
Act! helped Day Trade Fun grow its stock market education business. The company used Act! to manage over 37,000 contacts... and send personalized communications. This led to stronger client relationships and exponential revenue growth. Act! saved time by making it easy to segment contacts and automate marketing. The cloud-based CRM gave peace of mind with secure data and scalability. Day Trade Fun credits Act! for helping it reach students worldwide and break business records.
Arboriculture Canada Training & Education Ltd
- Professional Training & Coaching
- Small
Canada
Arboriculture Canada Training & Education Ltd uses Act! to manage training for the arboriculture industry. The company switched to Act!... after poor support from a previous CRM. With Act!, they track all customer interactions and training history. Productivity increased by 60–70% compared to using spreadsheets. Act! Marketing Automation helps them run targeted email campaigns, reaching about 10,000 inboxes per campaign. Integration with TopLine Dash provides real-time dashboards for course management.
Insurance Case Studies and Customer Success Stories with Act!
MAP Insurance
- Insurance
- Small
Ottawa, Canada
Act! CRM helped MAP Insurance centralize data for over 1,000 customers. The platform made it easy to track key dates,... policy renewals, and customer milestones. MAP Insurance used Act! to keep detailed notes and photos for each client, building stronger relationships. The CRM's customization let them organize information in ways that fit their business. With Act!, MAP Insurance could access client data from anywhere and never miss a sales opportunity. This led to better customer service and ongoing business growth.
Handy AV
- Information Technology And Services
- Small
London, UK
Handy AV uses Act! as the core CRM for over 30 years. The company manages customer data for major brands... and complex AV installations. Act! connects sales, accounts, and external teams, making information easy to access. Features like reporting and opportunities help track projects and boost productivity. Handy AV relies on Act! for fast data entry, retrieval, and standardized templates, supporting business growth and client service.
Other Industry Case Studies and Success Stories with Act!
Digital Video Group
- Broadcasting
- Small
Charlottesville, USA
Act! helped Jim Deigan at Digital Video Group triple his business value. He uses Act! to organize and schedule his... time more efficiently. With Act!, Jim manages 8,000 contacts and sends targeted mailings in hours instead of days. The CRM lets him track customer history and maintain strong relationships. Act! also supports the admin team as they move away from spreadsheets.
FJE Enterprises (Hot Spaces)
- Recruitment
- Small
Tampa Bay, USA
Act! helps FJE Enterprises manage a database of 40,000 contacts for recruitment. Fritz Eichelberger uses Act! to schedule follow-ups and... maintain dynamic relationships with candidates and clients. The software's search and automation features streamline his workflow and save time. Act! enables Fritz to fill hard-to-place roles quickly and has contributed millions of dollars in profits to his business. He relies on Act! for data control and business growth.
Act! helped Ken Loyd manage over 78,000 contacts and 50,000 email addresses. He sends 15,000 to 20,000 emails weekly using... Act!'s marketing automation. The software improved his organization and ensured he never missed appointments. Ken achieved open rates as high as 60% on follow-up emails. Act! enabled him to build a strong personal brand in executive recruitment.
Act! CRM helped World Press Printing centralize client and prospect data. The sales team can now access information on the... go and track every interaction. Marketing automation tools improved eNewsletter campaigns and provided insights into customer interests. Integration with the online storefront gave deeper data on client engagement. World Press Printing saw double-digit sales growth in the first quarter of 2023.
