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ACT!

ACT! is a customer relationship management (CRM) software designed for small and medium-sized businesses to organize contact and customer details, track communications, and manage sales opportunities. It integrates with common software like Microsoft Office and offers solutions tailored to industries like real estate, healthcare, and finance.

What is ACT!?

ACT! is a customer relationship management (CRM) software application designed for small and medium-sized businesses to organize contact details, track communications, manage sales opportunities, and more. First launched in 1993 by Symantec, ACT! is now developed by Swiftpage.

Key features of ACT! include:

  • Contact management - Organize contact details for individuals and companies, including fields like name, company, email, phone, address, and custom fields.
  • Calendar - Schedule activities like calls, meetings, and to-dos and view your contacts’ calendars.
  • Opportunity tracking - Track details through each stage of the sales process for forecasting.
  • Email integration - Sync emails from services like Gmail and Outlook.
  • Customizable reports & dashboards - Build reports and dashboards for sales analysis.
  • Integration with Office and Outlook - Easily import/export Office documents and sync Outlook contacts.

ACT! offers industry-specific solutions for real estate, healthcare, accounting firms, and more. It comes in 3 editions based on number of contacts - ACT! Pro, ACT! Premium, and ACT! Enterprise. There is also a cloud version called ACT! Growth Suite. Pricing starts at $10/month per user. Overall, ACT! is an easy-to-use CRM geared for SMBs to organize customer data and conversations in one place to drive sales.

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