Features & Benefits

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

Customer Management | Marketing Automation | Dynamic |Pipeline Management | Business Insights | Apps & Integrations

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.

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.

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.

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