CRM & Marketing Automation built for small & midsized business success.

With proven CRM and powerful Marketing Automation, the possibilities are limitless! Act! provides the ultimate toolset to build relationships, maximize engagement, and drive business growth. Start today with the new Act! Growth Suite, an all-in-one sales and marketing platform designed to help you and your team successfully run and grow your business.

Growth made easy.

Make every interaction count with quick, organized access to rich prospect and customer details. Keep contact details, emails, notes, history, activities, documents, and more in one easy to find place—the Act! contact record. Seamlessly move your customer information from your current CRM solution with ease.

Optimize all the ways you communicate with prospects and customers with Act! Marketing Automation. You get comprehensive campaign management, a visual workflow designer to map out the perfect customer journey, real-time response metrics, and so much more.

Powerful Marketing Automation

Rich Customer Management

Dynamic Sales Pipeline ManagementClose deals faster and more often with dynamic sales pipeline management tools. Capture all the details of a sales opportunity, then progress deals through stages with a simple drag-and-drop tool.

Initial Communication 10

Needs Assesment 7

Presentation 2

Negotiation 4

Commitment to Buy 2

Sales Fulfillment 2

—

Act! Growth Suite

Popular Apps & IntegrationsExtend the power and reach of Act! with the Act! Connect app marketplace. Set up connections to hundreds of popular apps, including Microsoft® Outlook®, Slack™, QuickBooks® Online, and Shopify.

eCommerce

Back Office

Customer Service

Business Productivity Social Media

Sales & Marketing

Initial Communication 10

Needs Assesment 7

Presentation 2

Negotiation 4

Commitment to Buy 2

Sales Fulfillment 2

Why Choose Act!

Act! is a recognized leader with millions of users worldwide.

Act! is purpose-built for the unique needs of today’s small and midsized businesses.

The Perfect

Fit

The Trusted Choice

Act! Insight

Edit Lookup Contacts Schedule Write Reports Tools Act! emarketing Custom Tables Chris Huffman Log Out

New Call To-Do Note History E-mailMeeting

Lookup

Contacts

Groups

Companies

Calendar

Task List

History List

Opportunities

Act! Insight

Act! emarketing

Act! Connect

Reports

Search

More Options...

Contact Field:

Contact

Contains:

Go

Select View:

Sales Metrics

Fiscal Year Begins:

January

Actions:

Add a View

Delete a View

Reset Views

Create a Chart

Edit Selected Chart

Delete Selected Chart

ViewsLocked

Forecasted Sales by Product

$1,500,000

$1,000,000

$500,000

$0

Tech

ONE Sys

tem

Mini C

ore R

eplac

emen

t

New P

roduc

t

ONE Com

pone

nt

Fore

cast

Sal

es

PDF

Sales by Product

$500,000

$400,000

$300,000

$200,000

$100,000

$0

Tech

ONE Sys

tem

Mini C

ore R

eplac

emen

t

Service

Con

tract

ONE Com

pone

nt

TWO C

ompo

nent

Sale

s

PDF

Sales by Rep

$300,000

$250,000

$200,000

$150,000

$100,000

$0

Allison

Miko

la

Fred Fen

derlin

e

Chris H

uffman

Ernst A

nders

on

Sale

s

PDF

Won vs. Lost Sales

Lost Sales 72,800Won Sales 182,800

PDF

Forecasted Sales by Rep

$1,000,000

$800,000

$600,000

$400,000

$200,000

$0

Allison

Miko

la

Chris H

uffman

Ernst A

nders

on

Fore

cast

Sal

es

PDF

AAAAAAAAAAAAAAAAAAAAAAAAAAAAcccccccccccccccccccccccccccccccccccccccccccccccttttttttttttttttttttttttttttttttttttttttttttttttttttttttttttt!! IInnnnssssssssssssssssssssssssssssssssssssssiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiggggggggggggggggggggggggggggggggggggggggggghhtt

EdiEddddditttt LLLLLLLLLookkkkkookupup p ConConttttacttttactttsttttts SchSSSSSS hhhhhhhSSS hhhhhhScheduedulele WWWriWWWWritete RepRepp tttttttttortortss TTTTTTTTTTTTooloolss AAct!ct! ememarkarketietingng g CusCustomtom TaTablebless

Looooooooookkkkkkup

CCCoonnnnnttttactstssststtstttssststttssssssttttssssssttttsssssssttttsssssssststttssssssstttssssstttssssssttttssstststtstsstttttssssssttttsss

GGGGGrroooouuuuuups

CCCoommmmmmmmmpanies

CCCaalleeeeeendar

Taaaaaasssskkkkkkk List

HHHisssttoooooory List

OOOOOpppppppooooppopp rtunities

AAAccctt!t Inssssssnnssssnssssnsssnssssssigigiggggggiggggiiiggggggggggggggggggggggggggggggggggghththhhhhhthhhhhhtthhhhhhhhhtttt

AAAcccttt! eeemamamarkrkrketetetinininggg

AAAcccttt! Connect

RRRReepppppooorts

SSeeeaaaaarrrrch

MMMMMMoooooorre Options...

CCConCoooonnnnntact Field:

CCCCCCoooooontact

CCConCoooonnnnntains:

Goo

FFoForerecaca tstst deded SSS lalalesesssssssss bbbbbbbbbbbbbbbbbby yyyyyyy yyyyyyyyyyyyyyyyyyyyyyyyyy PrrrrPP oddddddddddd cucttt

$1,500,0000000

$1,000,000 0

$500,00000

$0

Tech

ONE Sys

tem

MinMiniiCi CCCCCore

Rep

lacem

ent

New P

roduc

t

ONECoC

mpopooonnnnene

nt

Fore

cast

Sal

es

PDFPDFPDFPDF

Sales by Product

$500,0000

$$400,00000

$300,00000

$22220000,00,000000000

$110000,00,000000000

$$$$00

TeccecccehO

NNNNNNNNOOE

SE SE

SE SE SE SEE

SEEEEEEEEE

yst

yst

yememememmmmm

MinnMinMinnMinnnnninnnnninnnnninnMinnninnMinMiMinMinMinnMinMiMiMinMinnMiMinMininnnMinMiMiMininnnMiMiMiMiMiMMiMiMiMiMiMiMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMi CCCCCCi CCCCCCCCCCi CCCCCi CCCCCCCCCCCCCCCCi CCi CCi CCCi CCii Ci CCCCCCii Ci Ci Ci Ci CCCii Ci Ci Ci Ci CCCCiii Ci Ci CCCiiiiiiiiiiiiiiiii

oreeeeoreeeeeeeeeeeeereeeeoreereeeoreeoreereerereeeerereorerereeeeeeooooreororeoreoreeoroororororereoreororororrerereeoororrrrororrroooooororroooooooooooooooooooo

eReeReRRRReRRRRRRRRRRRRRRRRRRRRRRRRRRRRplaplalaplpp

cem

cemememmmmce

eeeent

ent

enttnent

entntntntntntntntntntnentntntntntentntntentnn

Sercvice CCe e

ont

oacacraccccacccaaccaccacacccccccccccaccacacacacacacacacac

ttttttttttttttttttttt

ONECCoCoCoCooCCCCo

poooopompopopooooooompopopoooopoopopopopopopopopopopooommne

nnnnnnnn

ttttt

TWO

TWOOOO

TWOOOOOOO

TWOOOOO

TWOOOOOOOO

WOO

WO

WO

WO

WOOOOOO

TWO

WOOOOO

WOO

WWWWWWWTWWWWWWWWWWWWWWWWTTTTT

CoCoCooCoCooCooCoCoCoCoCoCoCoCoCoCoCoCCCCCCCmpommpomp

nennnnnnnnnnnnnnnennnnnnennen

nettttttttttttttttttttt

Sl

Sl

Sal

Sal

Sal

sessesesessseseee

PDFF

Sales by Rep

$300,0000

$250,0000

$200,0000

$150,0000

$100,0000

$00

Alliso

Mn Mikoikoiko

la

Chris H

uffmafmfmfm

n

Ernst A

ndersrssrss

on

SalalSal

Sal

Sal

Salllll

Sal

SalllllallllSallllllllllllllaaaaaaaSaaaaaaaaaaaaaaaaSaaaaaaaaaaaaSaaaaSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSeseesesesesssssessssssesssssssssssssssssssssssssssssssssseseseseseseseeeeeeeeeeeeeeeeeeeeeeeeeeeeeee

WWoWonn svs. LLoLo tstst SSS lalaleses

Lost Sales 72,800Wonn Sales 182,800

PDF

FFoForerecaca tstst deded SSS lalaleses bbby RReRepp

$1,000,000

$800,000

$600,000

$400,000

$20$ 0,0,, 00

$0

Alloooosoison Mnnnn

ikola

Chris H

uffman

ErnrnrnErnnErnnnrnErnErErnrnErEEEststtst stttst tststs

AndAndAndAndAndAndAnddAAAAAAAAAAAAAAAAersersersersersersersrr

onononononooo

oroFFec

ast

llaaSaes

ChrChriisiiiis HHH fH fHHHHuffffHHH fHHHH fffHufffffffffffmafffffmann LogLogg OuOOuOOOOOOOOOOOOOOOOOOOOOOOutttttt

New Call To-Do Note History E-mmmmailaaailaaaaiiailailaaaaaiaaillllaaaaaailllMeeting

Selectc View:

Sales e Metrics

Fiscall Year Begins:

Jaanuuarrry

Actttionns::

Adddddddddddddddddddddddddddddd a aaaaaaaaaaaaaaaaaaaaaaaaaa View

DDDDDDDDelDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD ete a View

ResssssssRReRResRRRRRReeeeesssseteeeeeeeeettttt VieVVVVVVVVVVVVVVieVieVVVVVieVVVViieeeeewssssssssssssssswwwwwssss

CCreCCreCreCreCreCreCreC eatetateateateateateateate aaaaaaa a CChaChChaChaChaChaChaChaC arttrtrtrtrtrtrtt

Edit Selected Chart

Delete Selected Chart

ViewwsLocked

Fred Fen

dlllllllerlllllrlerlineineineineineeeneineineineneineineineeeeeeeeineeeneineiiii

PDFPDF

PDFPDFPDFPDF

Actionable Business InsightsGain rich, actionable insights with interactive Act! Insight dashboards. Dashboards cover a range of individual, team, and business performance metrics.

—

Act! Growth Suite

2016• Act! Connect app marketplace• Act! Connect Link• Act! API

v18

What’s New in Act!

See important details about purchase, system requirements, and add-on products compatibility at act.com/importantnotes.

©2019 Swiftpage ACT! LLC. All rights reserved. Swiftpage, Act!, and the Swiftpage product and service names mentioned herein are registered trademarks or trademarks of Swiftpage ACT! LLC, or its affiliated entities. All other trademarks are property of their respective owners.

2017

• Act! Companion mobile app• Act! Insight dashboards• Act! Contact Link for use with Outlook®

• Ask Act!™ with Amazon Alexa• eCommerce connections

v19 v20

2018

• Act! Marketing Automation*

• Dynamic sales pipeline management• Custom Tables & Industry Template Library• Next generation Outlook® integration

• NEW Act! Growth Suite• Marketing Automation dashboards,

calendar view, & asset tracking*

• Office integration for Chrome™ users

• Compatibility with Office 2019 & Windows Server 2019

• And so much more!

2019

v21.1

*Act! Growth Suite exclusive!

Your trusted CRM choice just got better. Act! now includes both CRM and Marketing Automation with the new Act! Growth Suite, an all-in-one sales and marketing platform for small and midsized businesses. The next generation of Act! is here!

v20.1 v21

*Act! Growth Suite exclusive!

If you haven’t seen Act! lately, here’s what you’ve missed...