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Act! CRM

By act! crm

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Act! CRM reviews & product details

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Act! CRM is a long-standing customer relationship management (CRM) platform designed primarily for small and midsized businesses that require strong contact management, sales tracking, and integrated marketing automation.

The platform combines relationship-focused CRM functionality with email marketing, sales pipeline management, and reporting tools in a single solution.

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Pricing options

Prices and plan details can change. Check the vendor before purchasing.

Act! Advantage Standard

$30

/ User / month

Full-featured CRM with email marketing, integrations, and onboarding support.

Plan features
  • Full-featured CRM & Mobile App
  • Basic Email Marketing (includes 2,500 sends/mo)
  • Office 365 & Gmail Integration
  • Standard Interactive Quotes and Payments + Online Appointment Scheduling
  • Standard Forms, Surveys, Website Chat & Event Management
  • Reports & Interactive Dashboards
  • Standard Support w/ Dedicated Onboarding Specialist
  • 15 GB Cloud Storage w/ Nightly Backups & Automatic Updates

Act! Advantage Professional

$45

/ User / month

Expanded marketing automation and integrations for growing teams.

Plan features
  • Everything in Standard
  • plus:
  • Email Marketing Plus (includes 25,000 sends/mo)
  • AI Writing Assistant, Turnkey Campaigns & Nurture Marketing
  • Advanced Interactive Quotes and Payments + Online Appointment Scheduling
  • Advanced Forms, Surveys, Website Chat & Event Management
  • Accounting Integration
  • Project Management
  • 25 GB Cloud Storage

Act! Advantage Ultimate

$60

/ User / month

Advanced automation, lead scoring, and enhanced support for scaling businesses.

Plan features
  • Everything in Professional
  • plus:
  • Marketing Automation (includes 50,000 sends/mo)
  • Lead Scoring, Prioritized Activity Scheduling & Progressive Profiling
  • Additional Email Domain
  • Custom Industry Tables
  • Online Customer Portal
  • Enhanced Support w/ Dedicated Onboarding Specialist
  • 35 GB Cloud Storage
Check vendor pricing

Act! CRM comparisons

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Act! CRM features

  • Contact Management
  • Lead Tracking
  • Deal Pipeline
  • Task Tracking
  • Reporting Dashboards

Pros

  • Accessible for small teams
  • Practical feature set
  • Easier onboarding

Considerations

  • Limited enterprise depth
  • Some automation features may require upgrades

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Act! CRM reviews

Editorial reviewGlobal Tech Stack

A solid option for SMBs looking for a mature CRM

Act! is commonly used by small and midsized businesses in industries like professional services, financial services, manufacturing, and other B2B segments that emphasize contact history and relationship tracking.

Act! CRM remains a solid CRM option for small and midsized businesses that value detailed customer records, relationship-focused workflows, and deployment flexibility.

Its strongest advantages include centralized contact management, integrated marketing automation, and support for both cloud and on-premises environments. However, its interface and user experience feel less modern compared to newer CRM competitors.

Overall, Act! CRM is best suited for organizations prioritizing stability, detailed relationship tracking, and customization over cutting-edge design and extensive ecosystem integrations.

3.0 / 5

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Frequently asked questions

Does Act! Combine CRM And Marketing Capabilities?
Yes. Act! describes contact management, activities, pipeline tracking, email marketing, and automation in its offering. Confirm the chosen subscription and deployment setup for the capabilities your team will actually use.
What Should I Test Before Moving Contacts Into Act!?
Import a small representative sample and inspect custom fields, activity history, duplicate handling, and access for colleagues. Then run a follow-up workflow so the trial tests your relationship-management process, not only a clean address book.

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