The CRM you’ll want to use every day

With CRM, Sales, and Marketing Automation in one, Act! gives you everything you need for happier clients, more revenue, and less stress.

CRM that won’t break
the bank

With Act! you get all-in-one CRM, sales, and marketing that’s good for your bottom line on day one. Plus, complete price transparency = no hidden fees. That’s why we believe you’ll get the best value for your time and money with us.

Build rewarding client relationships

Calling all financial advisors, brokers, consultants, lawyers, accountants, engineers, architects, creatives and more: here’s everything you need to keep tabs on the clients you have, and build your pipeline of new ones. With Act!, you won’t just manage relationships, you’ll grow them.

You need easy, you
got it

From how Act! works with all the things you’re already using, to how easy it is every step of the way, you’ll always have time to focus on what’s most important. And as you grow, we’ll grow with you.


Our customers rave about the value they get from Act! every day. See for yourself why Act! is so highly rated!
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The biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say."
Brent Sullivan, Loan Officer
Homeowner's Financial Group

Big results. Small investment.

Ready to take the first step?