Company Website
Company Website

Ratings and Reviews 17,400 Ratings

Total
ease
features
design
support

Ratings and Reviews 555 Ratings

Total
ease
features
design
support

What is ActiveCampaign?

Most marketing platforms show you what already happened. Active Intelligence shows you what to do next. While competitors bury you in dashboards reporting yesterday's failures, Active Intelligence flags issues before they damage campaigns and surfaces opportunities you didn't know existed. AI agents analyze billions of data points to recommend which campaigns to run, which segments to target, and which automations to build—without prompting. You set goals. Active Intelligence handles execution. Three capabilities. One platform. Real-time intelligence that adapts to customer behavior as it happens. Market-leading deliverability that puts 30% more emails in the inbox than competitors. Proactive recommendations that eliminate guesswork. The result? Act faster, automate smarter, scale without adding headcount. Why businesses choose ActiveCampaign: Traditional platforms demand weeks of training and complex setup. ActiveCampaign delivers measurable results in days. Teams see engagement lifts and conversion improvements within 30 days, not quarters. Enterprise-grade capabilities with an intuitive interface that requires zero technical expertise. Whether you're a solo marketer or growing team, ActiveCampaign scales without the enterprise price tag or complexity. 89% of customers say ActiveCampaign meets their needs better than alternatives. 88% report faster time-to-value than previous platforms. These aren't aspirational—they're standard outcomes for teams who stop managing campaigns manually and start orchestrating growth autonomously.

What is Act!?

Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Media

Media

Integrations Supported

BigCommerce
BoomTown
Cognito Forms
Cyclr
Cyfe
Data Sentinel
Eventbrite
Facebook
Google Contacts
Gravity Forms
HubSpot CRM
Mailjet
OutboundEngine
Qlik Application Automation
QuickBooks Online
QuickMail
Salesforce Data 360
Stackreaction
Wufoo
Xero

Integrations Supported

BigCommerce
BoomTown
Cognito Forms
Cyclr
Cyfe
Data Sentinel
Eventbrite
Facebook
Google Contacts
Gravity Forms
HubSpot CRM
Mailjet
OutboundEngine
Qlik Application Automation
QuickBooks Online
QuickMail
Salesforce Data 360
Stackreaction
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per month
No matter what plan you choose, our services are designed to help you get the most out of your investment — so you can focus on running your business.
Free Trial Offered?

Pricing Information

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ActiveCampaign

Date Founded

2003

Company Location

United States

Company Website

www.activecampaign.com

Company Facts

Organization Name

Act!

Date Founded

1987

Company Location

United States

Company Website

www.act.com

Categories and Features

Agentic AI

ActiveCampaign employs a dynamic AI strategy that merges Active Intelligence with synchronized AI agents, which go beyond mere content creation to produce tangible results. These agents work together to establish objectives, develop campaigns, tailor customer experiences, and evaluate outcomes, constantly enhancing their knowledge from countless interactions, ensuring that your marketing efforts become increasingly effective with each communication.

Not specified

AI Agents

ActiveCampaign features AI agents designed as specialized helpers that independently manage various tasks such as creating content, segmenting audiences, constructing campaigns, sending SMS, translating languages, and generating reports. Simply explain your objectives, and these agents will develop strategies, resources, and automated processes—continuously enhancing their performance based on your input and suggestions.

Not specified

AI CRM

ActiveCampaign's customer relationship management system leverages artificial intelligence to enhance the efficiency of each sales representative. Features such as win likelihood assessments, scoring for leads and deals, and AI-generated insights indicate the top opportunities to prioritize. Smart agents assist in creating outreach messages, establishing follow-up automation, and evaluating performance, ensuring that your sales pipeline consistently progresses towards generating revenue.

Not specified

AI Email Writers

ActiveCampaign's AI Content Creator is seamlessly integrated into the email design tool, enabling you to quickly craft, enhance, and tailor your campaigns in mere moments. With just a prompt, you can produce complete messages, subject lines, alternative versions, and calls to action. You can also modify the tone and length, ensuring that each communication aligns perfectly with your brand and audience, eliminating the need to begin with an empty canvas.

Not specified

AI GTM

Not specified

AI Marketing

ActiveCampaign is a marketing platform that harnesses the power of artificial intelligence, featuring Active Intelligence along with a range of AI-driven tools designed to conceptualize, implement, and assess your marketing campaigns. With tools like the AI Campaign Creator, Brand Toolkit, predictive sending capabilities, and AI Actions, you can enjoy a seamless orchestration of your marketing efforts across various channels, including email, SMS, WhatsApp, and beyond, effectively streamlining your marketing processes.

Not specified

AI Marketing Agents

ActiveCampaign's AI Marketing Agents operate as perpetual collaborators within the Imagine, Activate, and Validate frameworks. They assist in generating innovative strategies, developing and executing campaigns, and tracking performance while providing insightful recommendations. This transforms disjointed tasks into a unified, self-sustaining marketing system that grows alongside your business.

Not specified

Bulk Email

ActiveCampaign empowers you to deliver large-scale email campaigns while maintaining a personal touch. Leverage detailed segmentation, customizable merge fields, and dynamic content to personalize mass emails. Enhance your campaigns further by integrating automation, conducting tests, and utilizing AI-powered optimization to boost open rates, click-throughs, and revenue, all while ensuring efficiency and oversight.

Not specified

Bulk SMS

ActiveCampaign enables you to execute large-scale SMS campaigns without sacrificing a personal touch. Leverage segments, custom fields, and conditional content to customize your offers, and seamlessly integrate SMS into automations for product launches, limited-time sales, or event notifications. The AI-powered SMS Builder assists you in crafting succinct, compliant messages that drive conversions while maintaining your brand's identity.

Not specified

Content Creation

ActiveCampaign offers a content creation toolkit powered by generative AI, allowing users to transform basic prompts into comprehensive marketing campaigns. You can quickly produce on-brand email content, subject lines, visuals, SMS messages, and landing page text, while easily adjusting the tone and length with just a few clicks. The integrated brand kits help maintain consistency across various channels and target audiences.

Not specified

CRM

ActiveCampaign’s customer relationship management system integrates your marketing, sales, and service information, consolidating all interactions into a single platform. With visual pipelines, automated tasks, and AI-driven lead and deal scoring, sales representatives can concentrate on the most valuable opportunities. Additionally, tailored one-on-one emails and outreach efforts foster ongoing relationships, steering them towards successful outcomes.

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Drag and Drop Email Builders

ActiveCampaign offers an intuitive Email Designer that utilizes a drag-and-drop interface, allowing users to swiftly craft professional campaigns. You can choose from a selection of over 250 templates or start with pre-existing layouts, personalizing elements such as blocks, images, and design styles. With integrated AI support for both content and design, plus mobile-responsive previews and testing, you can be confident that your emails will appear stunning in any inbox.

Not specified

eCommerce Marketing

ActiveCampaign integrates seamlessly with top e-commerce platforms to enhance personalized marketing efforts that encourage repeat business. It automates email, SMS, and WhatsApp communications based on user browsing and buying patterns, helps in cart recovery, suggests products, and acknowledges customer loyalty. With the help of AI, it fine-tunes the timing, audience segments, and messaging to maximize customer lifetime value.

AB Testing
Abandoned Cart Email
Analytics / ROI Tracking
Dynamic Content
Email Marketing
Email Personalization
Product Recommendations
SMS Marketing
Segmentation
Signup Forms & Popups
Triggered Emails
Website Visitor Tracking

eCommerce Personalization

ActiveCampaign transforms ecommerce information into personalized experiences for each customer. By utilizing dynamic content and AI-driven actions, it suggests products, adjusts promotions, and customizes messaging according to individual behaviors, customer value, and their stage in the buying journey. This tailored approach is communicated through email, SMS, and WhatsApp, ensuring that every engagement feels like a personal dialogue.

A/B Testing
Abandoned Cart Email
Offers & Discounts Notifications
Product Recommendations
Reporting / Analytics

Email Deliverability

ActiveCampaign combines robust infrastructure with optimal deliverability strategies to ensure a higher percentage of your emails reach the inbox. Features such as engagement-driven segmentation, predictive sending, and detailed reporting enable you to sustain list integrity, enhance your sender reputation, and consistently refine the effectiveness of your campaigns and automated workflows.

DMARC Analytics
Deliverability Alerts
Deliverability Reporting
Email Previewing

Email Marketing

ActiveCampaign equips you with all the essential tools to create, dispatch, and enhance effective email marketing campaigns. With features such as a user-friendly drag-and-drop editor, over 250 customizable templates, AI-driven content creation, and predictive sending, you can connect with each recipient at the optimal moment. Sophisticated segmentation options and dynamic content allow for personalized interactions, boosting open rates, click-throughs, and sales conversions.

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Email Newsletter

ActiveCampaign streamlines the newsletter creation process, making it quicker and more effective. By utilizing templates and artificial intelligence, you can easily draft stories, select content, and create visuals. Additionally, you can segment your audience to ensure that each newsletter focuses on the most pertinent subjects. With features like automation, smart sending predictions, and comprehensive analytics, you can consistently enhance engagement and maximize the value of your subscribers.

Not specified

Email Personalization

ActiveCampaign revolutionizes email communication by offering genuine one-to-one personalization. Utilizing dynamic content sections, predictive elements, AI-recommended audience segments, and automations based on user behavior, it guarantees that each individual receives the most relevant message, visuals, and offers tailored specifically for them. This approach boosts engagement levels and increases revenue with every email sent, eliminating the need for laboriously crafting numerous variations.

Not specified

Email Template Design

ActiveCampaign offers a selection of more than 250 expertly crafted templates, integrated with AI-driven content and image creation, allowing teams to quickly roll out visually appealing and brand-aligned campaigns. The platform features user-friendly drag-and-drop editing, mobile-friendly designs, and reusable components to ensure design uniformity. Additionally, built-in testing and optimization features enable each template to continually enhance its performance over time.

A/B Testing
Drag & Drop Editing
Reporting / Analytics

Go-To-Market

ActiveCampaign enhances market entry strategies through AI-driven planning and implementation. Leverage agents and automation tools to swiftly initiate multi-channel campaigns, synchronize marketing and sales interactions, and assess results using analytics. From initial awareness to growth phases, you create cohesive journeys that stay aligned with objectives from the very beginning.

Not specified

Landing Page

With ActiveCampaign landing pages, you can create mobile-friendly and brand-aligned pages in just a few minutes—no coding skills necessary. Utilize intuitive drag-and-drop elements, AI-created text and visuals, along with integrated forms to gather leads straight into your automation workflows. Afterwards, tailor your follow-up communications based on user interactions such as page visits, form submissions, and behavior on your site to enhance conversion rates.

Analytics
Drag & Drop
Form Creation
Responsive
Templates

Lead Scoring

ActiveCampaign's adaptable lead and deal scoring transforms engagement metrics into actionable priorities. You can allocate points based on behaviors related to emails, website activity, and CRM interactions, subsequently triggering automated workflows or sales notifications when certain criteria are fulfilled. When paired with AI-driven win probability assessments, this scoring system enables teams to concentrate on high-potential leads, effectively accelerating the journey from initial interest to actual revenue generation.

Not specified

Live Chat

ActiveCampaign offers messaging solutions designed to transform immediate interactions into enduring connections. You can effortlessly gather contacts through live chat and website messages and integrate them directly into your CRM. Set off follow-up automations and leverage behavioral insights to customize subsequent actions—ensuring that each conversation can initiate a personalized sequence aimed at nurturing prospects or assisting clients.

Not specified

Marketing

ActiveCampaign serves as a marketing platform enhanced by artificial intelligence, allowing users to manage campaigns seamlessly across various channels including email, SMS, and WhatsApp within one unified interface. Its automation features, which are focused on specific goals, combined with smart segmentation and forecasting insights, enable swift transitions from conceptualization to implementation. This ensures that every communication is not only appropriate and timely but also strategically aimed at boosting revenue.

Not specified

Marketing Automation

ActiveCampaign provides a visual automation builder that enables you to create intricate workflows and enhance them using artificial intelligence. Simply express your objectives in straightforward terms, and the AI Automation Builder will craft comprehensive customer journeys, including triggers, actions, and pathways, for various channels such as email, SMS, WhatsApp, and CRM. This allows you to effectively nurture, convert, and maintain your customer base on a larger scale.

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Segmentation
Social Marketing
Website Visitor Tracking

Mobile Marketing

ActiveCampaign integrates various mobile communication channels, such as SMS and WhatsApp, within a single automation platform. You can send targeted messages based on user interactions on apps and websites, their geographical location, or their stage in the customer lifecycle. Additionally, AI tools help enhance message content and optimize delivery times. By merging mobile communication with email and CRM information, you can craft seamless customer journeys that engage users across all touchpoints.

Coupons
Email Marketing
Text Messaging

Personalization

ActiveCampaign transforms your information into personalized experiences for each individual. With AI-driven segment recommendations, dynamic content, and predictive analytics, every email, SMS, and webpage element is customized based on the actions and preferences of your contacts. This ensures that everything—from offers to visuals and delivery timing—automatically adjusts, enhancing relevance, boosting engagement, and driving revenue without the need for manual intervention.

A/B Testing
Abandoned Cart Saver
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles

Popup Builders

ActiveCampaign enables you to create customized popups and forms that integrate seamlessly into your segmented lists and automated processes. You can activate offers based on user behavior such as page visits, exit intent, or scrolling activity, allowing for immediate personalization in follow-up communication. Utilizing AI-enhanced copy and adaptable fields, each popup contributes to expanding your list with more engaged and qualified leads.

Not specified

Sales

ActiveCampaign Sales CRM is designed to enhance team productivity and boost sales efficiency. Its visual pipelines, automated deal generation and assignment, AI-driven win likelihood assessment, and lead scoring feature emphasize the most promising opportunities for closure. With integrated personalized email and task management, representatives are always informed about their next contact and the necessary steps to advance their deals.

Not specified

Sales Engagement

ActiveCampaign integrates sales engagement through a unified platform that encompasses email, task management, and automation. Create multi-touch sequences that respond to user interactions such as opens, clicks, and replies, while leveraging AI to evaluate deals and recommend optimal next steps. Sales representatives receive prioritized task lists, monitored individual emails, and instant alerts to ensure that no valuable interactions are overlooked.

CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Sales Automation
Task Management
Templates
Workflow Management

Sales Force Automation

ActiveCampaign streamlines your sales operations by eliminating tedious tasks. It automatically generates deals upon form submissions, directs leads, allocates responsibilities, and dispatches timely follow-up communications. Each workflow is influenced by user behavior and scoring metrics. With AI-enhanced win probability and deal assessment, sales representatives can concentrate on actions that yield the greatest results.

Campaign Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Performance Metrics

SMS Marketing

ActiveCampaign offers SMS marketing solutions that allow you to connect with your audience through their preferred communication method. Create automated SMS campaigns and workflows in conjunction with email and WhatsApp messaging. Utilize the AI SMS Builder to generate brand-consistent messages, and send texts triggered by specific actions—such as abandoned carts, customer tags, or sales stages—to enhance engagement and boost sales.

Mass Texting
Reporting/Analytics
Scheduled Messaging

Social Media Advertising

ActiveCampaign enhances your social advertising efforts by utilizing comprehensive first-party data. You can create targeted audiences based on email interactions and CRM activities, seamlessly integrate them with your advertising platforms, and implement automation to nurture leads generated through social channels. This process enables you to send personalized email, SMS, and WhatsApp messages, effectively transforming clicks into loyal customers.

Not specified

Social Media Marketing

Leverage ActiveCampaign to integrate your email, SMS, and CRM data seamlessly with your social media strategies. Create audience segments based on their behavior and initiate tailored sequences that enhance both your paid and organic social initiatives. With AI-driven content creation, you can transform email and campaign messaging into social media posts that maintain brand consistency and drive conversions.

Not specified

Transactional Email

ActiveCampaign provides powerful transactional email features that enable you to automate essential communications such as order confirmations, password recovery messages, and notifications, ensuring they are delivered reliably. By integrating your application or e-commerce system through an API, you can utilize a specialized channel and adhere to industry best practices to dispatch quick, secure, and personalized emails that enhance your marketing efforts.

A/B Testing
Dynamic Content
Email Monitoring
Reporting/Analytics
Spam Check
Template Management

WhatsApp Marketing

ActiveCampaign transforms WhatsApp into a seamlessly integrated growth platform. It enables automated two-way conversations for promotions, reminders, and customer support, working in harmony with email and SMS campaigns. By leveraging segmentation, dynamic content, and AI-driven journeys, you can create personalized and engaging interactions that resemble one-on-one communication—efficiently scaled on the messaging app your customers love most.

Campaign Management
Multi-Language Support
Reporting / Analytics

Categories and Features

Automotive CRM

Automotive dealerships and service centers rely heavily on maintaining a loyal customer base and prompt communication. Act! centralizes customer contact information and interaction logs, enabling your team to engage at optimal times, whether it's for service notifications or trade-in promotions. Streamline your marketing efforts by automating email campaigns that remind customers about maintenance and showcase special offers. Monitor sales prospects visually with an intuitive pipeline and easily gather new leads through web forms. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Territory Management

Business Management

Act! provides a comprehensive solution for small businesses to handle all aspects of customer management in a single platform. This includes managing contacts, tracking sales leads, launching marketing initiatives, scheduling appointments, generating quotes, and processing payments. By utilizing this unified system, your team can access shared customer data and establish clear action plans without the need for multiple tools. The platform features intuitive dashboards and reports that offer a quick overview of your sales pipeline and overall activity. Additionally, Act! seamlessly integrates with popular applications like Outlook, RingCentral, and Zapier, enhancing your existing workflow. For more than 39 years, Act! has been instrumental in fostering growth for small businesses.

Billing & Invoicing
CRM
Financial Management
Marketing Management
Order Management
Project Management
Scheduling

Construction CRM

Construction and trading companies secure projects by leveraging connections, submitting bids, and maintaining follow-ups. Act! consolidates contacts, project leads, and proposals into a single platform, ensuring that nothing falls through the cracks from the initial site assessment to the finalized agreement. Monitor bids via an intuitive visual pipeline, create interactive quotes that clients can approve and pay for online, and establish reminders for follow-ups and recurring projects. Web forms facilitate the direct entry of new inquiries into Act!, while the Act! Companion mobile application ensures that essential information is readily available on-site. Each subscription comes with complimentary onboarding and access to a dedicated Account Manager.

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Act! began its journey with contact management, and it remains central to our operations. The platform consolidates all interactions—calls, emails, meetings, notes, and historical data—into a single, shared record, providing your team with a comprehensive view of each contact. You can effortlessly categorize contacts using dynamic groups that refresh in real-time, create reminders to ensure timely follow-ups, and integrate your emails directly from Outlook using the Act! Sidebar. Plus, with the Act! Companion mobile app, you can access all this information while on the move. Trusted by over 800,000 users globally.

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Act! is a customer relationship management tool designed specifically for small to medium-sized enterprises that thrive on personal connections. This platform seamlessly integrates sales, marketing, and customer management, allowing all your contacts, transactions, follow-ups, and email marketing efforts to be managed in one centralized location. Each Act! Advantage subscription comes equipped with features like email marketing, customizable web forms, online scheduling, and interactive quotations and payment options. Additionally, users benefit from complimentary personalized onboarding and access to a dedicated Account Manager. With over 800,000 users globally and a legacy spanning more than 39 years, Act! has earned recognition as a finalist for the 2026 CRMmys in the category of Best CRM for Small Business. Choose between a cloud-based solution or the option to run Act! locally with Act! Premium Desktop.

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Email Marketing

Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linking it to your CRM. You can create campaigns using ready-made templates, customize them with your contact information, and establish automated drip campaigns for consistent follow-ups. Since email functionality is embedded within your CRM, each open and click is directly associated with the corresponding contact record and sales pipeline, providing sales teams with clear insights into engagement levels. The pricing structure is based on users rather than the number of contacts, meaning that expanding your list won’t increase your costs. The Act! Advantage Ultimate plan allows for up to 50,000 email sends each month.

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Financial advisors and their firms rely heavily on trust and enduring relationships to thrive. Act! consolidates all of your client interactions, including contact histories, notes, and meetings, into a single accessible platform, ensuring you are always ready for your discussions. You can categorize clients using dynamic groups, set up automated reminders for reviews and check-ins, and launch customized email campaigns, all from one location. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or on-premises with Act! Premium Desktop, giving you complete oversight of your data. Additionally, the service includes complimentary onboarding and a dedicated Account Manager to assist you.

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Effective health and wellness strategies depend on fostering robust, personal connections with clients. Act! consolidates client information, including contact details, scheduled appointments, follow-up notes, and interaction records, all in one convenient platform. The online appointment booking feature enables clients to schedule their sessions easily, while automated reminders ensure that follow-ups are timely. Additionally, email marketing campaigns help keep your community updated. Act! adheres to SOC 2 compliance standards and is available both in the cloud and on-premises through Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you’ll receive support tailored to align Act! with the specific needs of your practice.

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management

Hotel CRM

The success of hotels, inns, and hospitality establishments depends heavily on returning guests and exceptional service. Act! centralizes guest and group information, including preferences and past interactions, allowing your staff to tailor each visit and subsequent communication. You can launch email marketing campaigns for seasonal promotions, organize and oversee events, and collect insights through surveys. With automated reminders, you can effortlessly maintain communication with guests before and after their stay, transforming first-time visitors into repeat patrons.

Not specified

Insurance CRM

Insurance firms expand by focusing on renewals, cross-selling opportunities, and nurturing enduring client connections. Act! consolidates all policyholders' contact information and histories in a single location, offering automated reminders for renewals and follow-ups. Organize clients into dynamic groups, create tailored email campaigns, and monitor new business through an intuitive visual pipeline. Act! upholds SOC 2 compliance standards and can be operated in the cloud or on-premises via Act! Premium Desktop. Complimentary onboarding and a personal Account Manager are provided as part of the service.

Not specified

Landing Page

Act! provides an intuitive platform for creating landing pages designed to gather leads and seamlessly integrate them into your CRM system. By combining these landing pages with Act! web forms, you can efficiently collect contact information and set off automated follow-up actions, such as task assignments, opportunity tracking, or email drip campaigns. There's no need for any coding skills, and each entry is directly linked to a contact record, allowing you to track which pages successfully convert visitors into clients. Landing pages are just one feature of Act! Marketing, which also includes tools for email campaigns, surveys, and event management, all conveniently contained within your CRM.

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Capture

Act! streamlines the process of lead management by directly funneling leads from your website into your CRM system. Every Act! Advantage subscription comes with Act! Web Lead Forms, which can easily be integrated into your site or distributed as a link without the need for any coding skills. Each lead submission has the capability to either create or update a contact, set a follow-up task, initiate an opportunity, or kick off an email drip campaign. Additionally, by utilizing landing pages, surveys, website chat features, and event registration, you can further enhance your lead capture efforts, all integrated within a single platform.

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Act! empowers small enterprises to oversee their leads from initial interaction to final transaction. Fresh leads generated from web forms, landing pages, and events are seamlessly integrated into Act!, allowing you to categorize them, designate follow-up actions, and monitor their advancement using a visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature in Act! Advantage Ultimate highlights the most active prospects. With sales and marketing utilizing a unified database, no lead is overlooked as it transitions between departments.

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Legal CRM

Law firms expand their business by leveraging referrals, maintaining a strong reputation, and providing attentive client service. Act! helps to streamline client management by consolidating clients, prospects, and referral contacts into a single platform, complete with comprehensive contact history and automated reminders for follow-ups. Gather new inquiries seamlessly using web forms, monitor potential cases through an intuitive visual pipeline, and nurture relationships with previous clients using targeted email campaigns. You can operate Act! either in the cloud or locally with Act! Premium Desktop, ensuring complete oversight of sensitive information.

Not specified

Marketing Automation

Act! offers an integrated solution that merges customer relationship management (CRM) with marketing automation, specifically tailored for small enterprises. You can effortlessly set up automated drip campaigns to cultivate leads, while utilizing web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features such as lead scoring and tracking of website interactions allow you to identify which prospects are most interested and prepared to make a purchase. Each engagement is linked back to the individual contact profile, ensuring that both marketing and sales teams operate using the same information. To facilitate a smooth start, free onboarding services and a dedicated Account Manager are provided to help you launch your initial campaigns quickly.

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Online Form Builders

Every Act! Advantage plan comes with access to Act! Web Lead Forms. You can easily create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, all without the need for coding. Once you’ve built your forms, simply embed them on your website or share them online. In contrast to independent form builders, every submission is directly integrated into your CRM. These forms can add new contacts, update existing ones, set follow-up tasks, create sales opportunities, initiate drip marketing campaigns, and even facilitate payment collection. For those on Professional and Ultimate plans, advanced Web Lead Forms are also offered.

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Pre-made Templates
Reporting / Data Visualization
Signup Forms
Surveys

Real Estate CRM

In the real estate world, success relies heavily on connections, recommendations, and the right timing. Act! provides agents and brokerages with a comprehensive solution to manage every buyer, seller, and referral partner efficiently. It centralizes all contact information and maintains a complete history of interactions, along with automated reminders for follow-ups. Users can monitor listings and transactions using a visual pipeline, remain memorable through email drip campaigns, and gather new leads via web forms and landing pages. The Act! Companion mobile application ensures that contact information is readily accessible between showings. Each plan includes complimentary onboarding and a dedicated Account Manager for personalized support.

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Real Estate Lead Generation

Act! empowers real estate agents to effectively attract and transform leads into clients. Create customized landing pages and web forms specifically for property listings, open houses, and home appraisals, seamlessly integrating all submissions into your CRM. Every incoming lead can initiate an automatic follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor leads using an intuitive visual pipeline, and utilize the Act! Companion mobile application to maintain engagement while on the go, even between property viewings.

Not specified

Sales Tracking

Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, users can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they fall through the cracks. The platform records all activities, including calls, emails, and meetings, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, enabling accurate forecasting. Additionally, interactive quotes and payment options facilitate quicker deal closures.

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Act! empowers you to transform social interactions into genuine customer connections. You can gather leads generated from social media campaigns using landing pages and web forms, and effortlessly integrate new contacts from platforms like Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated in a single record, allowing you to tailor your follow-ups with the perfect message at the optimal moment. Combine your social efforts with email marketing, surveys, and events to maintain engagement well beyond the social media feed.

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Marketing Automation Integration
Task Management

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