Act!
PaidCRM and marketing automation platform for small businesses with contact management, opportunity tracking, email campaigns, and landing page builder.
What does this tool do?
Act! is a cloud-based CRM platform designed specifically for small and medium-sized businesses that want to consolidate customer data, sales processes, and marketing activities into a single system. The tool provides contact management with customizable fields, sales pipeline visualization, email marketing capabilities including landing page and survey builders, and activity/calendar management. It emphasizes ease of use and configurability—customers repeatedly mention tailoring the system to their specific data needs over 15+ year relationships with the product. The platform includes interactive quote generation, real-time dashboards, and basic marketing automation for targeted email campaigns. Act! positions itself as an affordable alternative to enterprise CRMs like Salesforce, offering comparable features at lower cost with personalized onboarding and dedicated account manager support included.
AI analysis from Feb 23, 2026
Key Features
- Contact management with centralized customer data and customizable data fields for specific business needs
- Sales pipeline visualization with opportunity tracking, forecasting dashboards, and deal stage management
- Email marketing builder for campaigns, landing pages, surveys, and newsletters with audience targeting
- Calendar and activity management with task prioritization and team coordination
- Interactive quote generation that allows clients to view and approve quotes in real time
- Mobile apps (iOS/Android) for managing contacts, activities, and opportunities on-the-go
- Basic marketing automation for sending targeted email campaigns to specific audience segments
- Real-time analytics and business insights dashboards for informed decision-making
- Integration capabilities to connect with accounting systems, websites, and business apps
Use Cases
- 1Small sales teams tracking opportunities through a visual pipeline and closing deals faster with interactive quotes clients can approve in real time
- 2Service businesses managing customer relationships and follow-up activities across distributed teams via iOS/Android mobile apps
- 3Marketing-focused SMBs creating and executing targeted email campaigns and landing pages to generate and nurture leads
- 4Consultancies and agencies organizing complex multi-contact relationships and ensuring consistent communication across accounts
- 5Businesses integrating customer data from accounting systems and third-party apps into a centralized hub for 360-degree customer visibility
- 6Teams needing customizable workflows and data structures that reflect their specific business processes without requiring technical expertise
Pros & Cons
Advantages
- Strong customer loyalty signal with users reporting 15-20+ year relationships, suggesting product stability and genuine value retention over time
- Includes dedicated account manager and free expert-led onboarding with every subscription—genuine white-glove support, not self-service only
- High configurability allows teams to tailor fields, workflows, and interfaces to match existing processes without forcing business model changes
- Significantly lower price point than Salesforce or HubSpot while bundling CRM, email marketing, and basic automation in one platform
- Mobile apps for iOS and Android enable field teams to access contacts and activities on-the-go, critical for sales and service roles
Limitations
- No pricing information visible on the website makes it difficult to evaluate cost-benefit compared to competitors or assess fit within budget constraints
- Limited mention of advanced AI/predictive analytics features—appears to lack intelligent lead scoring or forecasting algorithms competitors now offer
- Integration ecosystem not detailed; unclear how easily Act! connects to accounting software, payment processors, or other third-party business apps beyond generic claims
- Marketing automation capabilities sound basic (targeted email campaigns, surveys) compared to dedicated platforms like HubSpot or Klaviyo with advanced segmentation and workflow automation
- Website lacks technical specifications about data storage, security certifications, API capabilities, or customization depth for developers
Pricing Details
Pricing details not publicly available. The website emphasizes 'incredible value for cost' and being 'a fraction of the price' of enterprise CRMs like Salesforce or HubSpot, but no specific pricing tiers, monthly fees, or plan details are displayed.
Who is this for?
Small and medium-sized business owners and sales/marketing teams (5-100 employees) who need an affordable, user-friendly CRM without the complexity of enterprise systems. Best suited for service businesses, consulting firms, and agencies managing customer relationships and pipelines. Ideal for teams prioritizing ease of setup and customization over advanced AI features, and those valuing personalized support and dedicated account management.