# Act!

> CRM and email marketing platform for small businesses

Act! is a CRM for small businesses that pairs contact, activity and opportunity management with built-in email marketing. The cloud product, Act! Advantage, comes in three per-user tiers that add AI summaries, project management and full marketing automation as they rise, with quotes, payments, forms, surveys, website chat and appointment scheduling included. A self-managed desktop edition, Act! Premium Desktop, is sold separately.

- **Category:** CRM Software
- **Made by:** Act! LLC
- **Website:** https://www.act.com
- **Runs on:** Web, iOS, Android
- **Facts last checked:** Oct 6, 2026

## Pricing

Act! is a paid product with a free trial, starting at $30 per user / month, billed annually.

- **Pricing model:** Free trial
- **Free plan:** None.
- **Free trial:** 14-day free trial, no credit card required.

| Plan | Price | What you get |
| --- | --- | --- |
| Act! Advantage Standard | $30 per user / month, billed annually | Cloud CRM and mobile app, basic email marketing with 2,500 sends a month, quotes, payments, scheduling, reports and 15 GB of storage. |
| Act! Premium Desktop | $40 per user / month, billed annually | Self-managed, on-premises edition with networked and offline access; you deploy the software and control when it updates. |
| Act! Advantage Professional | $45 per user / month, billed annually | Adds 25,000 email sends a month, nurture campaigns, AI History Summary, AI Writing Assistant, accounting integration, project management and 25 GB. |
| Act! Advantage Ultimate | $60 per user / month, billed annually | Adds marketing automation with 50,000 sends a month, lead scoring, custom industry tables, an online customer portal and 35 GB of storage. |
| Enterprise Engagement | Custom | Private hosting, custom deployment, a dedicated project manager and a custom enterprise agreement. Priced by phone quote. |

Read from https://www.act.com/pricing/ on Oct 6, 2026. Prices change, so confirm with Act! before buying.

## Key features

- **Contact and activity management:** Each contact record holds emails, documents, notes and history alongside scheduled calls, meetings and to-dos, with groups, lookups and advanced queries to segment the database.
- **Opportunity pipeline:** Opportunities follow a configurable sales process and can be worked on a drag-and-drop kanban board or in a pipeline view with KPIs such as close rate and closed-won value.
- **Built-in email marketing:** Email campaigns with a template editor and tracking come with every cloud tier, with monthly send limits of 2,500, 25,000 and 50,000. Nurture campaigns start on Professional.
- **Quotes, payments and scheduling:** Interactive online quotes, card and ACH payments through Act! Payments and online appointment booking are included. A shared team booking calendar needs Professional.
- **Forms, surveys, chat and events:** Web lead forms, online surveys, website chat and event sign-up pages feed contacts into Act!. Standard includes one designated user for each; higher tiers cover all users.
- **AI tools:** AI History Summary recaps recent contact activity and the AI Writing Assistant drafts marketing content. The pricing page lists both from the Professional tier.

## Good for

- Small businesses that want CRM and email marketing from one vendor
- Insurance, financial services and manufacturing firms, which Act! targets
- Teams that need a self-managed desktop CRM with offline access

## Worth knowing

- There is no free plan, and every listed price is billed annually; the pricing page shows no monthly option.
- AI tools, project management and accounting integration start on Professional; marketing automation and lead scoring need Ultimate.
- SMS text messaging is an add-on from $19 a month, and Desktop Sync adds $10 per user a month to cloud plans.
- On Standard, surveys, website chat, web forms and event pages each include only one designated user.

## Works with

Microsoft Outlook, Microsoft 365, Gmail, Google Calendar, Microsoft Excel, Microsoft Word

**Tags:** Sales pipeline, Marketing automation, Forms, Surveys, Booking links, Reports, AI features

## Alternatives

- [Keap](https://toolgpa.com/tools/keap): CRM with sales and marketing automation for small businesses. [Compare](https://toolgpa.com/compare/act-vs-keap)
- [Nutshell](https://toolgpa.com/tools/nutshell): Sales CRM with email marketing, forms and AI built into every plan. [Compare](https://toolgpa.com/compare/act-vs-nutshell)
- [Insightly](https://toolgpa.com/tools/insightly): CRM with built-in project management for after the sale. [Compare](https://toolgpa.com/compare/act-vs-insightly)
- [Zoho CRM](https://toolgpa.com/tools/zoho-crm): Sales CRM with a free edition, process automation and Zia AI. [Compare](https://toolgpa.com/compare/act-vs-zoho-crm)
- [Less Annoying CRM](https://toolgpa.com/tools/less-annoying-crm): Simple CRM for small businesses at one flat per-user price. [Compare](https://toolgpa.com/compare/act-vs-less-annoying-crm)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 6, 2026:

- https://www.act.com/pricing/
- https://apps.apple.com/us/app/mobile-crm-companion/id1167654821

Page: https://toolgpa.com/tools/act
Listed by ToolGPA (toolgpa.com).