64 Bit Technology
Flexible, Powefull CRM for Today's Business
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
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.
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*
List View - Pipeline
Act! Insight Custom Tables*
Outlook Integration improvements
Activation Wizard Enhanced
Web and Cloud Experience
Office 2019 v21.1 Integration*Premium Subscription Required
Text Messaging Option
3rd Party Zappier Connections
Mobile IOS Android
Sage 50 Link
Popular Apps & Integrations
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.
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.
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.
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.
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.