Why Choose Act!

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Why Choose Act! CRM and Marketing Automation

Act! is the #1 best-selling contact manager for over 30 years. Designed to take the guesswork and complexity out of managing customer relationships, Act! gives users a 360-degree view of their contacts and interaction history, tightly coupled with easy-to-use yet powerful scheduling and marketing automation tools.
 
Act! enables users to determine the best next move more easily, then take action faster, so they focus more of their time on doing what matters most: attracting new customers and growing their businesses.

Sales & marketing

Attain sales and marketing excellence with the all-in-one solution tailored for SMBs.

Fit for your journey

Grow affordably at your pace, fitting your unique business needs.

A recognized leader

Feel confident with a global leader trusted by millions.

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A welcome screen with most important information displayed in an easy to consume manner allowing users to manage their day and stay on top of crucial tasks.
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Drill through to Act! List views or send dashboards to PDFs with one click for further analysis.
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New users have the ability to insert demo data to experience Act’s full potential right away.
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Hot leads are populated from your Marketing Automation activity in real time, including email opens, email clicks and landing page form completions.
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Keep rich contact details in one easy to find place – the Act! Contact Record.
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Capture and easily reference complete relationship details, including activities , opportunities, history, notes, documents and more.
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Find what you need with powerful search capabilities.
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Navigate to all Act! featuresfrom the side bar with ease.
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Creat new contacts, calls, meetings and more with quick action buttons.
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Unlock the full potential of Act! with custom tables, enabling you to bring complex data sets, unique business processes and specialized industry pratices together in Act!.
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Select from pre-built campaign workflows with all steps included and relevant email templates attached.
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Get started with 170+ mobile responsive email templates that fit your industry, business and communication style.
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Build highly personalized, responsive-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you.
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See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week or the last 30 days.
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Creat new contacts, calls, meetings and more with quick action buttons.
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Measure engagement of YouTube videos and PDs to pinpoint your companies most impactful marketing assets.
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Forecast and track sales opportunities to stay on top of all new leads.
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View your opportunities in detail, list or pipeline view.
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View the total count and value of all open opportunities in your pipeline view with the interactive sales funnel.
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Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
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Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
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Guide decision making with rich, actionable insights from interactive, graphical Act! Insight dashboards.
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See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis and more.
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Personalize your dashboards with filter for date range, activity types, products and users shown.
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Drill-through to Act! List views or send dashboards to PDF with one click for future analysis.
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Dig deeper with preconfigured reports with the report designer. Export reports to Microsoft Excel, html, pdf and email.
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Easy activity alerts with numerous response options.
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Activities displayed clearly in your choice of calendar views - daily, weekly, work week, or monthly.
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Drillable task lists organized from your calendar view.
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Handy drillable mini-calendar for toggling back and forth months at a time.
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Easy one-click calendar selectors.
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Choose what filters you want to apply to your calendar view to customize what you wish to see.
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Populate groups manually or dynamically based on field values.
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Segment your database for marketing purposes.
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Create Subgroups to organize related groups.
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Create Groups of Contacts dynamically based on custom table values.
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Control who has access to each group for added security.
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Add notes, Histories, Documents to each Group.
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Organize transactional data like a spreadsheet under contacts, companies, groups, and opportunities.
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Calculate column totals, averages, minimums and maximums, and count.
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Use Quick Filter to find values across all columns
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Use Column filters to narrow your data view by a particular value, like Record Manager.
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Group records in Act! by custom table values.

What our customers say about Act!

 

“Act! has been our lifeblood for more than 20 years — we rely on it for everything.”

Inex

“It’s hard for me to envision what it would be like if we weren’t using Act!.”

Arboriculture Canada

“I’m good at what I do because I have an incredibly thorough system with Act! right at the core of my business.”

Hawaiian Isle RE

“Act! helps me see what’s coming down the road. I’d be lost without it.

MedX

Act! is tailor-made for small business success

A few reasons why over 72,000 companies in 150 countries use Act!

to grow their business.

Act! simplifies sales with pipeline tools, performance insights, and income forecasts in one app.

Act! Marketing Automation boosts business: emails, drip marketing, metrics and integrated forms. Click HERE.

Office or road, Act! goes! Tools like Handheld Contact keep your vital database at your fingertips.

Act! centralizes details, offering insights into preferences and ideal communication timing

Act! ensures data security at db, user, contact levels. Sync-level rules control visibility.

Act! shines, Actcessories unlock CRM's potential. Tables, quotes, productivity features save time, money." Click HERE.

Get Act! subscription with software, updates, support, training, and hosting if needed. Click HERE for info.

Act! provides vital insights on company, customers, marketing, informed decisions. Watch it HERE.

Use Knowtifier and never miss renewals, birthdays. Send notices, auto-schedule team follow-ups.

Require Act! but lack network support? Try Act! hosting for quick setup, central hub, browser/mobile db. Click HERE.

Master Act! with free resources. Staff experienced in Act! adapt swiftly. Discover our training video library.

Act! integrates with MS Office®, Lotus Notes®, QuickBooks®, and more – with further options through integrations.

Act! Premium CRM Video Library

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The Act! Basics

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Performing Lookups

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Lookups from Universal Search

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Advanced Queries

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About Groups

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About Opportunities

Click HERE to access more Act! Premium CRM training videos

Act! FAQ's

What is Act!?
Act! is the #1 selling contact and customer manager that helps individuals and companies grow sales profitably, manage daily sales responsibilities, and communicate more effectively to improve productivity. With over 3 million users and 49,000 corporate customers, Act! has maintained its position as #1 for over 25 years because it’s renowned for ease-of-use and is simple to learn.

ON-PREMISE

CLOUD

ON-PREMISE + CLOUD

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500 Gordon Baker Road,
Toronto ON M2H 3B4
  1.800.857.0558 - 416.499.3090
  [email protected]
www.actcrm.ca