Act CRM

Manage customer relationships, sales processes, and operational workflows for industrial and production-focused businesses.

Act CRM Overview

Act CRM is a customer relationship management solution designed to support manufacturing businesses with stronger client engagement and streamlined operations. It provides tools for managing sales pipelines, tracking customer interactions, and organizing essential business data in one place.

By offering insights into customer behavior and team performance, Act CRM helps manufacturers improve decision-making, build long-term client relationships, and drive overall business growth efficiently.

Key Features

  • Contact and Customer Management : Centralize customer data with detailed profiles, interaction history, and relationship tracking, which helps teams personalize communication and strengthen long-term client engagement.
  • Sales Pipeline and Opportunity Tracking : Provide tools to manage leads, monitor opportunities, and forecast sales accurately, which ensures better visibility into performance and improved decision-making.
  • Marketing Campaigns and Automation : Deliver targeted email marketing, campaign tracking, and automation options that improve outreach, nurture leads effectively, and maximize customer conversion opportunities.
  • Workflow and Task Management : Streamline daily operations with project tracking, scheduling, and reminders, which helps businesses organize work efficiently and avoid missed opportunities.
  • Integrations and Customization : Connect seamlessly with productivity apps like Office 365, Gmail, and accounting tools, and supports customization that adapts the platform to unique business processes.
  • Analytics and Reporting : Offers detailed dashboards and performance reports that give actionable insights, support strategic decisions, and help optimize both sales and marketing strategies.
  • Cloud Accessibility and Mobility : Provides secure cloud hosting with mobile access, which ensures teams can manage customer data and activities from anywhere with consistent reliability.

Price

Plan Name Price (USD/user/month, billed annually) Key Inclusions
Act! Advantage – Standard $30 Full-featured CRM & mobile app; basic email marketing (2,500 sends/mo); Office 365 & Gmail integration; standard quotes & appointment scheduling; forms, surveys, website chat & event management; reports & dashboards; standard support with onboarding specialist; 15 GB cloud storage with nightly backups & automatic updates
Act! Advantage – Professional $45 All Standard features, plus: Email Marketing Plus (25,000 sends/mo); AI writing assistant; turnkey campaigns & nurture marketing; advanced quotes & appointment scheduling; advanced forms, surveys, website chat & event management; accounting integration; project management; 25 GB cloud storage
Act! Advantage – Ultimate $60 All Professional features, plus: Marketing automation (50,000 sends/mo); lead scoring & progressive profiling; additional email domain; custom industry tables; online customer portal; enhanced support with onboarding specialist; 35 GB cloud storage

Check Pricing details: https://www.act.com/pricing/

Pros

 

Competitor Pros of Act! CRM
Salesforce Act! CRM offers a more approachable interface and simpler pricing. It still delivers solid pipeline tools that suit smaller teams well.
Insightly Act! CRM provides deeper email-marketing options and stronger onboarding, and it keeps contact data unified without overwhelming complexity.
Keap Act! CRM brings more predictable costs and flexible storage, and it blends sales and marketing tools in a less costly way.
Pipedrive Act! CRM covers both sales pipelines and robust marketing capabilities, and this avoids reliance on many third-party integrations.
Apptivo Without sacrificing ease of use, Act! CRM offers richer campaign tools and a refined interface that feels more polished for everyday tasks.

Cons

Competitor Cons of Act! CRM
Salesforce Act! CRM lacks the enterprise-level scalability, AI tools, and vast app ecosystem that Salesforce brings to large organizations.
Insightly Act! CRM does not match Insightly’s starter-friendly workflows or its intuitive project-management features.
Keap Act! CRM does not offer as powerful automation builder or integrated invoicing, and its marketing automation isn’t as advanced.
Pipedrive Act! CRM falls short in visual pipeline navigation and simplicity in sales tracking that Pipedrive excels at.
Apptivo Act! CRM costs more at entry level, and does not offer as wide a set of modular, affordable apps for small teams.

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