Free CRM workflow consultation
Missedquotesfollow-upsmeetingscost money.
Where Is Your Business Leaking Revenue?
Leads, quotes, meetings, and follow-ups should not depend on memory. Ken can help you spot what is slipping through the cracks.
15 minutes. Clear answers. No generic demo. No pressure.
Built for busy SMBs
Canadian support
40+ years CRM experience

See it before you book
Watch the 3-Minute Overview. Then Ask Ken About Your Business.
See how Act! CRM connects leads, follow-ups, email marketing, quotes, and scheduling. Then book a short consultation to see where it could fit your process.
The business pain
Small Problems Get Expensive When They Happen Every Day.
Losing good leads?
Late follow-ups turn warm prospects cold.
Paying for duplicate tools?
Disconnected apps create extra work and messy data.
Missing ready buyers?
Without clear signals, hot opportunities get overlooked.
The simple fix
Act! CRM Helps the Next Step Happen.
Less chasing. Better timing. Clearer follow-up.
Capture the lead
Forms, chat, events, emails, or bookings.
Track the interest
Clicks, meetings, quotes, and engagement.
Trigger the follow-up
Reminders, campaigns, tasks, and next steps.
Move the sale forward
Know who to call and when to act.


Why book?
You Don’t Need Another Generic Software Demo.
You need a quick look at your current process and a practical opinion on what could work better.
Talk to Ken, an Act! CRM specialist who understands how small businesses manage leads, sales, and follow-ups.
Proof + confidence
Real CRM Guidance. Not Guesswork.
Talk to Ken, an Act! CRM specialist who understands how small businesses manage leads, sales, and follow-ups.
40+ years
CRM experience and Act! product knowledge.
SMBs
Built around the way small businesses actually work.
What Act! CRM brings together
One Platform. The Essentials Included.
Enough to show value. Not enough to overwhelm.

e-Marketing
Automated campaigns based on behaviour.

Webforms
Capture leads and trigger actions.

Online Booking
Make scheduling easier.

Website Chat
Engage visitors quickly.

Sales Quoting
Create, send, and track quotes.

Mobile CRM
Keep the pipeline moving.
What Is Your Current Process Costing You?
In 15 minutes, we’ll look at how you manage leads, follow-ups, email marketing, quotes, and scheduling, then show where Act! may help.
No pressure. No jargon. Just a useful business conversation.


