Act!
VerifiedAffordable CRM and marketing automation software for small and midsize businesses
- Deployment Cloud Based, On Premises
- Starting price $30/user/month
- 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 3 plans without published figures. Pricing is quoted on request.
Advantage Standard
$30/user/month
Billed annually
Full-featured CRM and mobile app, email marketing with 2,500 sends/month, Office 365 and Gmail integration, 15GB cloud storage.
Advantage Professional
$45/user/month
Billed annually
Everything in Standard plus email marketing with 25,000 sends/month, AI writing assistant and history summary, accounting integration, project management, 25GB storage.
Advantage Ultimate
$60/user/month
Billed annually
Everything in Professional plus marketing automation with 50,000 sends/month, lead scoring, custom industry tables, online customer portal, 35GB storage.
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.
- cloud based
- on premises
- web app
- windows
- ios
- android
- freelancers
- startups
- smes
- phone
- live support
- training
- tickets
Act! Videos
Act! Screenshots
Alternatives of Act!
AlternativesOther Financial CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against Act!.
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Act! Comparisons
Side by side comparisons of Act! against 3 other Financial CRM Software options listed here.
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Alternatives to Act!
Other Financial CRM Software products listed on SocialAtoZ.
