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ACT! Contact & Customer Management

Growth Made Easy - Act! Overview Video

 A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with the people, groups, and companies with whom you do business.

Contact and customer management software provides you with a consolidated view of your contact information so you don't have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.  

View WHAT's New in Act! v21




Why Act!

The perfect fit for your small business, Act! can be tailored to meet your unique business and industry needs.

Somewhere between the chaos of sticky notes and spreadsheets, and the expense and complexity of CRM, lives an alternative—a Contact and Customer Management solution.

Imagine something that keeps all your phone numbers, emails, meeting notes, to-dos, and documents for everyone you do business with in one, organized place. What if this info was easy to find and even easier to update, so you could stay focused on building long-lasting, profitable relationships?  ACT! is the #1 Contact and Customer Management choice of small businesses and sales teams designed to do just that.

The proven and trusted choice, Act! is a recognized leader with millions of users worldwide.

ACT Industry Awards

Who typically uses Act!?

Because Act! can be used by anyone with contacts or customers, Act! users include individuals, small businesses, and corporate sales teams looking to enhance the effectiveness of their sales activities and gain an understanding of their customers and their business.

What Act! solutions are available?

Act-letters-only_RGB_72dpi offers a variety of solutions to meet your unique and evolving business needs. There are levels for individuals and small business teams- including vertical solutions for real estate and financial service industries.

ACT Growth Suite Pricing

Julie or Dick would be glad to discuss these options with you to determine the best fit. 


 Top 10 Reasons Our Clients Find Act! Their Best Solution

  1. It gets the job done for managing contact and customer information.
  2. It is down-right affordable.
  3. It is intuitive enough to get us going fast and managing our business day.
  4. It is easily modifiable.  With a few click a new field can be added and placed on the company, contact or opportunity forms.
  5. It has a long (30 year) history in the sales professional networks as the go to solution.  Lots of tips and resources to support our success.
  6. It is easily integrated with Emarketing so that email responses and customer survey results keep our sales department up to date on our hot and warm self-qualified prospects.
  7. The Web user interface is so close to the Windows version that its much easier to move the business to the cloud or a web environment.
  8. There are useful mobile options available for smart phones and table devices.
  9. Configurable dashboards show how our business is doing so our users, management and the business owners can make better decisions, faster.
  10. There is a large set of specific add-on, enhanced functionality apps. Kind of like the iPhone apps world...

P.S. The QBSalesData allow integration between QuickBooks and Act!. Now the sales team can create invoices to QuickBooks and review sales history from QuickBooks without getting into QuickBooks.

 Productivity Enhancements for Accounting and Quoting

See Quickbooks Sales Activity in Act!



Improved productivity.  Less time rekeying data.  Less chance of data errors.

Improved Customer Experience.  Obtain an up to date view of Quickbooks sales invoices and payment history for the person right from the Act! contact screen.

Enhance Business Intelligence for better decision making.  Know the customer's sales history and engage.    

Read more about....  


Produce Understandable and Attractive Quotes:


Are you wasting time creating quotes and revisions?

Are you getting complaints from prospects about the ability to understand a quote?

Integrate your Quoting and Proposals with QuoteWerks - read more. 



Professional Implementation and Support Available.  

Julie is an Act! Certified Consultant who is here for you to discuss options that will improve your business and grow strong business relationships.