About Act! Advantage: CRM & Marketing for Small Businesses
Overview
Act! Advantage is an all-in-one CRM and marketing platform for small and mid-sized businesses. It combines contact management, sales pipeline management, email marketing, and marketing automation in one subscription.
Act! has focused on small-business customer relationships since 1987 and is trusted by more than 800,000 users worldwide. Every subscription includes a dedicated Account Manager and free onboarding.
Key Benefits
- Centralize and secure customer data in an organized interface you can customize to your business.
- Track opportunities and forecast with confidence through a visual sales pipeline and interactive dashboards.
- Attract high-potential leads with email marketing for emails, landing pages, surveys, and newsletters.
- Know exactly where to focus time and resources with real-time metrics and customer-specific insights.
- Get personalized help from a dedicated Account Manager and free onboarding with every subscription.
- Access key customer details on the road with Act! Mobile for Apple iOS and Android devices.
How It Works
Start with a free 14-day trial that requires no credit card or download. An onboarding specialist helps you transfer existing data and configure the system to your needs. From there, you manage contacts, run email campaigns, and track sales in one place, while Act! Connect moves information between Act! and your other business apps.
Use Cases
- Sales teams keep opportunities advancing and hit goals with interactive quotes and a visual pipeline.
- Marketing teams build email campaigns, landing pages, and nurture flows to attract new prospects.
- Small business owners centralize customer data and stay organized on day-to-day tasks.
- Service businesses accept payments from interactive quotes and online appointments.
- Field teams manage contacts, activities, and opportunities from iOS or Android devices.
- Consultants and financial professionals maintain client touch points so they never miss a sale.
Why Choose This Product
Act! pairs CRM and marketing in one subscription at prices customer reviewers describe as a fraction of enterprise rivals like Salesforce or HubSpot. With nearly 40 years of small-business focus, a dedicated Account Manager, and free onboarding, Act! positions itself as a partner that stays involved from day one.
Act! Advantage: CRM & Marketing for Small Businesses Pros & Cons
- 14-day free trial with no credit card or download required
- Dedicated Account Manager and free onboarding in every subscription
- Trusted by more than 800,000 users after nearly 40 years in business
- CRM and marketing combined in one platform with on-premises desktop option
- Customer reviews cite enterprise-level capability at a fraction of the price
Key Features
Contact Management
Centralize and secure customer data, notes, history, and documents in one organized interface with rich customer profiles.
Email Marketing
Create professional emails, landing pages, surveys, and newsletters, then track opens and click-throughs.
Marketing Automation
UltimateAutomate nurture campaigns and follow-ups with lead scoring and progressive profiling to engage prospects at the right time.
Sales Pipeline
Track opportunities through a visual sales pipeline with interactive quotes and forecasting dashboards.
Activity Management
Track and prioritize calls, meetings, and to-dos, all associated with your contacts and calendar.
Analytics & Insights
View real-time metrics and customer-specific insights to guide informed business decisions.
Mobile App
Manage contacts, activities, and opportunities on the go from Apple iOS or Android devices.
Act! Payments
Accept payments from interactive quotes and online appointments to get paid faster.
AI Assistants
Professional+AI History Summary and AI Writing Assistant recap recent contact activity and draft content.
Accounting Integration
Professional+Sync Act! with accounting systems to connect customer data with financial records.
Act! Advantage: CRM & Marketing for Small Businesses Pricing
View full pricing →- Full-featured CRM and mobile app
- Basic email marketing with 2,500 sends per month
- Office 365 and Gmail integration
- Interactive quotes, payments, and online appointment scheduling
- Forms, surveys, website chat, and event management
- 15 GB cloud storage with nightly backups and automatic updates
- Everything in Standard
- Email Marketing Plus with 25,000 sends per month
- Turnkey campaigns, nurture marketing, AI History Summary, and AI Writing Assistant
- Advanced quotes, payments, and appointment scheduling
- Accounting integration and project management
- 25 GB cloud storage
- Everything in Professional
- Marketing automation with 50,000 sends per month
- Lead scoring, prioritized activity scheduling, and progressive profiling
- Online customer portal and additional email domain
- Custom industry tables
- 35 GB cloud storage
- Private hosting and custom deployment options
- Dedicated project manager and enterprise support team
- Custom scoping and professional services
- Enhanced security, monitoring, and compliance protocols
- Custom enterprise agreement
- On-premises deployment with self-managed security
- Networked and offline access
- Complete control of updates
- Expert technical support
- Dedicated onboarding specialist
| Feature | Standard $30/mo | Professional $45/mo | Ultimate $60/mo | Enterprise Engagement Custom | Act! Premium Desktop $40/mo |
|---|---|---|---|---|---|
| Marketing Automation | |||||
| AI Assistants | |||||
| Accounting Integration |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Act! Advantage: CRM & Marketing for Small Businesses
What is a CRM and why do I need one?
A CRM (Customer Relationship Management) system helps you organize contacts, track interactions, and coordinate sales and marketing efforts in one place.
How does a CRM improve collaboration between teams?
By integrating data from marketing, sales, and support, a CRM gives everyone access to the same customer insights, enabling better teamwork and faster decision-making.
Can a CRM help me automate repetitive tasks?
Yes. CRMs can automate follow-ups, email campaigns, lead assignments, and more, saving time and keeping your team consistent.
How does a CRM help manage my sales pipeline?
A CRM provides a visual overview of your pipeline, helping you prioritize deals, spot bottlenecks, and keep your sales process moving smoothly.
Will a CRM help me grow my business?
By improving customer relationships, raising team productivity, and enabling targeted outreach, a CRM can boost customer retention and drive revenue growth.
Why is customer satisfaction important?
Customer satisfaction leads to repeat business, positive word-of-mouth, and brand loyalty, directly affecting revenue and long-term success.