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Act! Channel Partners      


 01704 833588
 07831 809270

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Self Hosted
Marketing Automation
Custom Design
Modern Office
 Cloud Based
64 Bit Technology
Flexible, Powefull CRM for Today's Business
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Designed for the Small and Medium Sized Business.

Act! CRM is a proven Software package and with the Powerful Marketing Automation, there are even more  possibilities. Act! provides the ultimate toolset to build relationships, maximise engagement, and drive business growth.

Act! CRM Premium Desktop or Cloud

Choose Act! Premium for your Contact Management Solution.
Basic Marketing is included with the option of true Marketing Automation, and SMS.  

Act! CRM Features

Act! Roadmap
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Rich Customer Management

Keep rich customer 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. Seamlessly move your customer information from your current CRM solution with ease. Unlock the full potential of Act! with Custom Tables 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.

Popular Apps & Integrations

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™ a valuable active subscriber benefit! Connect with hundreds of popular apps that extend the power and reach of Act! a valuable active subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

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Act! Premium includes entry level Emarketing capabilities

Turbocharged Performance  - Windows 11 - Office 2019 Compatibilty - SQL 2019
Office Integration - Marketing Enhancements

Key New Features

Installer and Technology Updates

AMA Act! Marketing Automation*

Opportunity Enhancements

List View - Pipeline

Act! Insight Custom Tables*

Outlook Integration improvements

Activity Invitations

Activation Wizard Enhanced

Web and Cloud Experience

Office 2019 v21.1 Integration*Premium Subscription Required  

Text Messaging Option

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Premium Cloud 

Companion App
Marketing Automation
Custom Tables
3rd Party Zappier Connections
 Cloud Based
Mobile IOS Android
Sage 50 Link
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Popular Apps & Integrations

Act! Companion
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Mobile APP
Enjoy everywhere access to Act! contact, group, and company details.  Add a prospect or update a customer's info easily on the fly.  Scan business cards and use powerful search capabilities to help you find the info you need in an instant.

Calendar, Activities, & History

Stay on top of your day with an organised view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.

Interactive Maps
Know more about where you're going and what's around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area.
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Sales Pipeline Management
Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app.
Actionable Dashboards
Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, win/loss analysis, and so much more.

Sage50 Link

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Act! Link for Sage 50 Accounts

Has been specifically designed to work with the latest editions of Sage 50 Accounts

As well as the automatic linking process Act! Link for Accounting allows users to link, re-link or unlink individual records manually giving them full control of the process.

Using Act! and Accounts but tired of constantly swapping between them? Save you and your business time with the new Act! Link for Accounting! It’s easy to link your records together giving your Act! users the ability to view important Accounts information within Act!

Create Accounts, Orders and Invoices

It’s not just a way to view information. Act! users that also have access to Sage Accounts can create invoices and sales orders directly from the linked Act! record**.

Create powerful searches, groups, reports and more within Act! using the accounting data available directly on linked Contact or Company records.

Latest Sage 50 Link Orders and Invoice Lines
t’s not just a way to view information. Act! users that also have access to Sage Accounts can create invoices and sales orders directly from the linked Act! record**.
Create powerful searches, groups, reports and more within Act! using the accounting data available directly on linked Contact or Company records.
Custom Tables
Custom Tables Option. Allowing the creation and design of Additional Tables in the Database linking existing tables together creating a hierarchial structure with the ability to report and Filter. 
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AMA Act! Marketing Automation

Makes it simple to optimise all the ways you communicate with prospects and customers to maximise engagement and drive business growth.

AMA Features

There are 2 Template editors to use:
Drag-and-Drop and WYSIWYG
Easy to create templates or import your own Drip Marketing
Create intelligent email campaigns that can send automatically on a schedule
Can be based on triggers, actions, previous recipients Landing Pages/Web Activity
Great way of creating webforms for leads and opt-ins to your email campaigns
Use HTML script to embed forms into your website
Now with SMS Messaging as an option
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Linktivity for Premium Cloud

Supercharge your productivity with new tools and workflows to create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking
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Create interactive online quotes to close more deals

Create engaging forms to generate more leads

Promote events to maximse attendance and prioritise follow-ups

Each Linkitivity bundle includes Link2calendar, the best way to share your Act! Calendar and provide customers and prospects with a self-service appointment booking solution that makes scheduling time simple.
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