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— Act CRM —

Act! CRM:

A User-Friendly CRM for Growing Businesses

Dive deep into Act! CRM and discover if it’s the perfect fit for your business.

Today’s businesses need happy customers to succeed. Act! CRM is a tool that helps companies build stronger relationships with their customers, resulting in more satisfied customers in the long run. But what exactly is Act! CRM and how can it help your business?

Select below and find the best fit for your sales team’s SUCCESS.


About Act! CRM

Who Uses it



Pros & Cons



What Is Act! CRM?

Act! goes beyond your typical CRM. It’s a customer relationship management (CRM) and marketing automation software designed for small and mid-sized businesses (SMBs). Unlike other contact management tools, Act! provides a comprehensive suite of features to nurture leads, manage sales pipelines, and keep your finger on the pulse of customer interactions.

Who Uses Act! CRM?

Act! is for small businesses in many industries.

Sales and marketing teams: Manage leads, track opportunities, and personalize communications to close more sales.

Customer service teams: Provide good support, communicate well, and resolve customer issues quickly.

Project management teams: Collaborate well, track projects, and deliver on time.



    Act! offers a tiered pricing structure with several plans to suit different business needs. Pricing generally varies based on the chosen plan, the number of users, and whether you opt for the cloud-based or on-premise version. It’s recommended to contact Act! for a personalized quote.

    Key Features

    Act! CRM helps businesses with all their customer stuff:

      • Keep all customer info in one place: Names, emails, past chats, purchases – everything organized together.
      • Track sales from start to finish: See where leads are in the sales process and close deals quicker.
      • Run marketing on autopilot: Schedule emails, personalize messages, and automatically nurture leads.
      • Work together better: Shared calendars and tasks keep everyone on the same page.
      • Learn from your data: See what customers do and how your sales are doing to make better choices.

      Implementation and Support


      Act! can be set up two ways: online (cloud-based) or on your own computers (on-premise). They can help you move your information over no matter which way you choose. The setup time can change depending on if you pick online or on-premise, and how much data you already have.


      Act! CRM offers a couple ways to get help:

      Self-Service Resources: Act! provides a library of resources on their website designed to guide you through using the platform. This includes articles, videos, tutorials, and potentially even a user forum. It’s a great place to start for basic questions and troubleshooting.

      Support Options: The specific support options offered by Act! might depend on your chosen plan. They likely offer some level of direct support through their platform or website. This could include options like:

      Email Ticketing: Submitting a support request through email.

      Live Chat: Chatting with a support representative online.

      Phone Support: Calling Act! for direct assistance (availability might depend on your plan).

      Your best bet is to check the Act! website or contact them directly to see what support options are available for your specific situation.

      Pros & Cons


      • User-friendly interface: Easy to learn and navigate, even for non-technical users.
      • Scalability: Adapts to the needs of growing businesses with various pricing plans.
      • Marketing automation: Streamlines marketing efforts and helps nurture leads more effectively.
      • Customization: Offers some level of customization to fit specific business workflows.
      • Strong customer support: Provides resources and support to help users get the most out of the platform.


      • Limited reporting capabilities: Customization options for reports might be limited for some users with complex needs.
      • On-premise option requires IT expertise: The on-premise deployment option might require additional IT resources for setup and maintenance.
      • Limited mobile functionality: Mobile app functionality might be less comprehensive compared to some competitors.

          Alternatives to consider

          Several CRM options cater to SMBs, including:

          • Freshworks CRM: A comprehensive CRM with a user-friendly interface and marketing automation features.
          • Zoho CRM: A feature-rich CRM with a free plan for smaller teams.
          • HubSpot CRM: A free CRM with marketing automation tools, ideal for businesses focused on inbound marketing.


          Act! generally receives positive reviews from users, with praise for its user-friendly interface, scalability, and marketing automation capabilities. However, some users note limitations in reporting customization and mobile functionality.

          Ericson Da Silva.

          Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.