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Act!

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Affordable CRM and marketing automation software for small and midsize businesses

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  • Deployment Cloud Based, On Premises
  • Starting price $30
  • Free trial Available
  • Best for Freelancers, Startups, SMEs

What is Act!?

Act! is a customer relationship management and marketing automation platform aimed at small and midsize businesses. It combines contact and activity management, a sales pipeline with a Kanban board, quotes and online payments, and email marketing with drip campaigns and turnkey templates. Act! is available as a cloud subscription called Act! Advantage or as a self-hosted Windows desktop product, and it includes a mobile app for iOS and Android.

Act! Advantage cloud plans are billed per user per month and billed annually, ranging from a Standard tier through Professional to a top level Ultimate tier that adds marketing automation, lead scoring and custom industry tables. Add-ons cover extra email sends, additional storage and enhanced phone support. Act! is based in Scottsdale, Arizona and offers a 14 day free trial but no permanent free plan.

Key Features of Act!

Act! lists 10 documented features, including Contact, company and activity management with notes and history, Sales pipeline and opportunity management with a Kanban board and Email marketing with 170+ templates and drip/nurture campaigns. The list below covers what the product does rather than how it is marketed.

  • Contact, company and activity management with notes and history
  • Sales pipeline and opportunity management with a Kanban board
  • Email marketing with 170+ templates and drip/nurture campaigns
  • Marketing automation with lead scoring on the Ultimate tier
  • AI writing assistant and AI history summaries
  • Interactive quotes and Act! Payments for online payment collection
  • Outlook and Gmail/Google Workspace integration
  • Act! Mobile app for iOS and Android
  • Custom fields, layout designer and custom industry tables
  • Reporting and interactive dashboards

Act! Pricing

Act! lists 4 plans, from $30 to $60.

Act! Advantage Standard

$30

per user/month

Billed annually. Full featured CRM and mobile app with basic email marketing. The page quotes annual rates only.

Act! Advantage Professional

$45

per user/month

Billed annually. Adds email marketing and 25 GB cloud storage.

Act! Advantage Ultimate

$60

per user/month

Billed annually. Adds marketing automation and 35 GB cloud storage.

Act! Premium Desktop

$40

per user/month

Billed annually, for teams that want the desktop deployment.

Act! Specifications

Act! is available on web app and Windows and has iOS and Android apps. It offers an API and has a free trial.

Deployment
  • Cloud Based
  • On Premises
Billing cycle
Yearly
Desktop
  • Web App
  • Windows
Mobile
  • iOS
  • Android
Languages
  • English
Built for
  • Freelancers
  • Startups
  • SMEs
Support
  • Email
  • Phone
  • Live Support
  • Training
  • Tickets
Integrations
Outlook, Gmail/Google Workspace, Office 365, accounting software via Accounting Link, and additional apps via Act! Connect
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
act.com

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Act! Screenshots

Act! Comparisons

Side by side comparisons of Act! against 3 other Financial CRM Software options listed here.

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Act! FAQs

Act! Advantage Standard starts at $30 per user per month, billed annually, and includes the full CRM plus a mobile app.

Yes, Act! offers a 14 day free trial, but there is no permanent free plan.

Yes, Act! also offers a self-hosted Windows desktop product in addition to the cloud based Act! Advantage plans.

The three tiers, Standard, Professional and Ultimate, differ mainly in email marketing send limits, AI features, marketing automation and cloud storage, with Ultimate adding lead scoring and custom industry tables.

Yes, Act! offers a mobile app for iOS and Android.

Yes, Act! integrates with both Outlook and Gmail/Google Workspace for contacts, calendar and email.