Creatio vs. Act!

Creatio offers AI-driven agents as part of its no-code platform designed for automation, allowing businesses to streamline decision-making and task execution throughout various workflows. These intelligent agents are capable of interpreting context, assessing data, and taking action within CRM and operational frameworks. These AI agents are versatile in their applications, supporting functions such as lead qualification, suggesting the next best actions, enhancing customer interactions, and automating services. Their integration across marketing, sales, and customer service enhances overall efficiency and uniformity. Developed within the Creatio Studio, these AI agents can be constructed using simple natural language and visual interfaces, eliminating the need for programming skills. By accessing real-time data, they empower organizations to minimize manual workload, hasten decision-making processes, and provide personalized, data-informed experiences on a larger scale.

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Creatio offers a cutting-edge, AI-driven no-code application design platform that empowers businesses to develop enterprise-level applications and AI agents through natural language queries and visual design tools. Its user-friendly interface designer, along with a library of pre-existing components, allows teams to craft responsive interfaces and enhance user experiences without requiring any programming skills. This versatile platform facilitates the creation of data models, streamlines workflow automation, and integrates seamlessly with third-party systems, guaranteeing scalable and interconnected applications. Users benefit from built-in analytics and real-time dashboards that offer valuable insights, while the composable architecture promotes swift development via reusable components and marketplace add-ons. With its AI capabilities, Creatio can autonomously generate applications, processes, and user interface elements based on simple text prompts. Additionally, its integrated AI agents help automate workflows and improve decision-making, resulting in expedited development, increased adaptability, and ongoing innovation throughout the organization.

Creatio offers a cutting-edge automotive CRM platform designed on a no-code architecture powered by AI, allowing automotive businesses to effectively oversee customer relationships and streamline operations across sales, service, and dealer networks. This comprehensive platform manages every step of the customer journey, from capturing leads and facilitating vehicle sales to providing after-sales support and enhancing customer loyalty. With Creatio, businesses can automate a variety of workflows including lead tracking, scheduling test drives, coordinating with dealers, handling service requests, and managing customer communications, all while keeping a complete overview of customer interactions and vehicle information. The platform's integration features allow seamless connectivity with dealer management systems (DMS), marketing applications, and other external data sources. At the heart of Creatio are intelligent agents that evaluate customer and vehicle information, suggest optimal next steps, prioritize leads, and automate follow-ups and service communications. Equipped with real-time analytics and no-code functionalities, teams can swiftly modify workflows and boost both sales and service efficiency.

Creatio offers a comprehensive platform for business process automation, featuring Creatio Studio, an intuitive no-code environment designed for the creation and automation of workflows. Utilizing visual design tools, businesses can effortlessly model, implement, and refine their processes without the need for programming expertise. The platform empowers teams to create workflows, handle data management, and connect with external applications in a seamless manner. Integrated analytics and dashboards provide immediate insights into performance metrics and operational efficiency. Central to the platform are AI-driven agents capable of converting natural language into workflows, evaluating data, suggesting optimal actions, and carrying out tasks throughout various processes. This functionality allows organizations to minimize manual labor, quickly adapt to changes, and enhance overall efficiency, all while speeding up the realization of value.

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Creatio offers a robust platform for business process management, featuring Creatio Studio, an AI-driven no-code space designed for workflow creation and automation. Utilizing intuitive visual tools, organizations can effortlessly design, implement, and enhance comprehensive processes without any programming knowledge. The platform supports teams in constructing workflows, overseeing data management, and connecting with external systems all within a cohesive environment. Integrated analytics and dashboards deliver instant insights into operational performance and effectiveness. Central to the platform are AI agents capable of generating workflows based on natural language input, conducting data analyses, suggesting optimal next steps, and performing tasks across various processes. This functionality empowers organizations to minimize manual tasks, respond swiftly to changes, and boost efficiency, ultimately speeding up their time-to-value.

Creatio offers a CRM platform specifically designed for the construction industry, leveraging an AI-driven, no-code framework that allows construction and engineering firms to oversee their projects, client relationships, and sales workflows all in one place. This platform encompasses the entire project lifecycle, from lead acquisition and bidding to project execution and after-service support, facilitating smooth collaboration among teams and various stakeholders. Central to the platform are AI agents that evaluate project and customer information, highlight key opportunities, suggest optimal next steps, and streamline standard processes such as bid management, document processing, and stakeholder communications. These intelligent agents empower teams to enhance their decision-making, minimize manual tasks, and speed up project timelines. Creatio allows organizations to refine their operations, including pipeline oversight, contract and document management, partner interactions, and service request handling, all while providing comprehensive visibility through real-time dashboards and data analytics.

Creatio offers an innovative AI-powered CRM solution that leverages its no-code and agentic AI framework, allowing businesses to effectively oversee customer relationships and streamline workflows in marketing, sales, and service sectors. This platform provides a comprehensive, 360-degree perspective on customers, their interactions, and relevant data all within one cohesive system. The platform facilitates management through the entire customer journey, encompassing lead generation, sales pipeline oversight, service delivery, and customer retention, while fostering smooth engagement across various channels. With its no-code capabilities, teams can effortlessly tailor processes, create applications, and modify workflows with minimal reliance on IT resources. At the heart of Creatio are intelligent AI agents that scrutinize customer information, suggest optimal next steps, and automate tasks throughout the customer experience. Coupled with real-time analytical tools and dashboards, Creatio empowers organizations to boost operational efficiency, elevate customer satisfaction, and promote scalable, data-driven growth.

Creatio offers an innovative AI-driven solution for debt collection and recovery, seamlessly integrated into its no-code CRM and workflow automation platform. This empowers financial institutions and collection agencies to streamline and enhance every aspect of the debt recovery process. The system facilitates comprehensive lifecycle management, encompassing everything from debtor information and segmentation to communication, negotiation, and resolution, all within a cohesive framework. With Creatio, organizations can automate essential collection tasks such as sending payment reminders, escalating cases, and managing documents, while keeping a centralized repository of debtor profiles, payment histories, and communication records. The platform features multi-channel communication capabilities—utilizing phone, email, messaging apps, and social media channels—to ensure effective and consistent interactions with debtors. Additionally, the platform integrates collections within a wider spectrum of financial services automation, including the management of delinquency and risk, along with various other functionalities.

Creatio Marketing is an innovative marketing automation solution designed with AI at its foundation, leveraging Creatio's no-code and intelligent AI framework. It empowers businesses to effectively plan, implement, and refine comprehensive marketing initiatives while overseeing the entire customer journey within a single platform. Central to its functionality are AI-driven agents that scrutinize customer insights, categorize target audiences, tailor content, and propose optimal actions across various channels. These agents facilitate the automation of campaign management, lead development, and engagement tactics, enabling teams to enhance conversion rates and boost marketing return on investment. The platform accommodates multi-channel marketing efforts, including email outreach, digital advertising, and event coordination, all while providing real-time analytics and performance monitoring. With user-friendly, no-code tools, teams can swiftly create workflows, initiate campaigns, and adjust strategies, ensuring the delivery of personalized, data-informed experiences on a large scale.

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Creatio delivers a comprehensive CRM solution tailored specifically for the financial services sector, leveraging its AI-driven, no-code framework. This innovative platform is crafted to enhance both customer interactions and internal operations for banks, insurance firms, and various financial entities. By consolidating customer information alongside sales, marketing, and service processes into one cohesive system, it allows organizations to oversee the complete customer journey—from initial onboarding and KYC procedures to ongoing relationship management and service execution. With the capabilities offered by Creatio, financial institutions can optimize numerous operations, such as managing leads and opportunities, onboarding new clients, overseeing loans and policies, and addressing case resolutions while maintaining adherence to regulatory standards. The platform provides real-time insights into customer engagements, performance metrics, and tailored interactions across multiple channels.

Creatio offers an innovative insurance CRM solution built on a no-code architecture driven by artificial intelligence, empowering insurance companies to effectively oversee customer relationships and streamline essential processes throughout the various stages of the policy lifecycle. This comprehensive platform facilitates seamless workflows, encompassing everything from lead management and underwriting to policy administration, claims processing, and customer support, all within a single cohesive system. With Creatio, businesses can automate critical functions including onboarding, policy generation, renewals, and claims management, while ensuring a holistic view of their customers, policies, and interactions. The platform adheres to compliance standards and integrates seamlessly with both central insurance systems and external data sources. At its foundation, Creatio harnesses AI agents that evaluate customer and policy information, identify risk indicators, suggest optimal next steps, and automate everyday tasks. Featuring real-time analytics and user-friendly no-code tools, insurers can swiftly modify workflows, enhance operational efficiency, and provide tailored, data-driven insurance services.

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Creatio offers a healthcare CRM solution that leverages its AI-driven no-code framework, empowering healthcare organizations to streamline patient relationship management and enhance both clinical and operational workflows within one cohesive system. By centralizing patient information, interactions, and care procedures, the platform fosters better coordination and tailored engagement throughout the patient's journey. With Creatio, healthcare providers can automate essential workflows such as onboarding new patients, scheduling appointments, facilitating communication, and coordinating care, all while maintaining a comprehensive view of patient data and interactions. The platform also integrates with essential systems like electronic health records (EHRs), billing solutions, and patient portals, ensuring smooth data sharing and adherence to industry standards, including HIPAA regulations. Central to the platform's functionality are AI agents that evaluate both patient and operational data, offering predictive insights, suggesting optimal next steps, and automating repetitive tasks.

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Creatio Sales is an advanced AI-driven CRM solution designed to streamline sales processes, leveraging Creatio’s no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales cycle, covering everything from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. At the heart of Creatio Sales are AI agents that evaluate customer information, identify priority leads, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal timelines, and boosts success rates by providing real-time insights and facilitating guided selling. The platform accommodates comprehensive workflows, including management of accounts and contacts, tracking of sales pipelines, generating quotes, and fostering collaboration among teams. With integrated analytics and no-code capabilities, organizations can swiftly modify processes and scale their operations, ensuring efficient, data-driven, and customer-focused sales interactions.

Creatio offers a comprehensive CRM solution tailored for the insurance sector, leveraging a no-code framework powered by artificial intelligence. This platform enables insurance companies to effectively oversee client relations and streamline essential processes throughout the various stages of the policy lifecycle. It facilitates seamless operations encompassing lead generation, underwriting, policy management, claims processing, and customer support, all within a single, cohesive system. The platform empowers businesses to automate crucial tasks, including client onboarding, policy creation, renewals, and claims processing, while ensuring a holistic view of customers, policies, and their interactions. It adheres to regulatory standards and can seamlessly connect with primary insurance systems as well as external data providers. At the heart of Creatio are AI-driven agents that evaluate customer and policy information, identify risk indicators, suggest optimal actions, and automate everyday activities. With instant analytics and user-friendly no-code tools, insurance providers can swiftly modify workflows, enhance operational performance, and offer tailored, data-informed insurance solutions.

Creatio offers an innovative CRM platform specifically designed for the insurance industry, leveraging an AI-driven, no-code framework. This solution empowers insurers to effectively handle customer relationships and streamline essential processes throughout various stages of the policy lifecycle. It facilitates comprehensive workflows that encompass everything from managing leads and underwriting to policy administration, claims processing, and customer support, all within a cohesive platform. The platform enables organizations to automate critical tasks, including onboarding, policy issuance, renewals, and claims management, all while providing a holistic view of customers, policies, and interactions. It adheres to regulatory standards and seamlessly integrates with primary insurance systems and external data sources. At the heart of Creatio are AI-powered agents that evaluate customer and policy information, identify risk indicators, suggest optimal next steps, and automate repetitive tasks. With real-time analytics and user-friendly no-code tools, insurers can swiftly modify workflows, enhance operational effectiveness, and offer tailored, data-informed insurance solutions.

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Creatio Sales is an innovative CRM solution powered by AI, designed specifically for sales automation within Creatio’s no-code and agentic AI framework. This platform empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. At its foundation, the platform features AI agents that scrutinize customer data, help prioritize leads, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates by providing real-time insights and guided selling strategies. Creatio Sales encompasses comprehensive workflows that include account and contact management, pipeline oversight, quoting, and team collaboration. With integrated analytics and no-code capabilities, organizations can swiftly modify their processes and scale their operations, resulting in efficient, data-informed, and customer-focused sales interactions.

Creatio Sales is a cutting-edge CRM solution powered by AI, designed specifically for sales automation and built on Creatio’s innovative no-code and agentic AI framework. This platform allows businesses to oversee the entire sales journey, from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At the heart of Creatio Sales are AI-driven agents that evaluate customer data, prioritize leads, suggest optimal next steps, and automate repetitive tasks throughout the sales funnel. This functionality boosts team productivity, shortens deal cycles, and enhances win rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows that include managing accounts and contacts, tracking pipelines, generating quotes, and fostering collaboration. With integrated analytics and user-friendly no-code tools, teams can swiftly modify processes and expand their operations, ensuring effective, data-informed, and customer-focused sales interactions.

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Creatio offers a comprehensive CRM solution specifically designed for the real estate sector, built on an innovative no-code framework powered by artificial intelligence. This platform empowers businesses to efficiently oversee property listings, manage client relationships, and handle transactions all within a single interface. It encompasses the entire real estate process, from generating leads and matching them with properties to finalizing deals and providing after-sales support. The platform streamlines various tasks, including lead acquisition, client communications, appointment scheduling, and contract oversight, all while providing a complete view of customer interactions. It also facilitates seamless integration with Multiple Listing Services (MLS) and other external applications to create a cohesive workflow. Central to the platform are AI-driven agents that evaluate customer data, suggest properties, prioritize leads, and automate follow-up communications. With built-in analytics and no-code customization options, teams can swiftly modify processes, enhance conversion rates, and offer tailored, data-informed real estate experiences on a larger scale.

Creatio offers a comprehensive CRM solution specifically designed for the real estate sector, built on an AI-driven, no-code framework. This platform empowers businesses to oversee property listings, manage client interactions, and facilitate transactions seamlessly within a single interface. It encompasses every stage of the real estate process, from generating leads and matching properties to finalizing deals and providing after-sale support. The system streamlines various tasks, such as capturing leads, managing communications, scheduling appointments, and overseeing contract processes, all while offering a holistic view of client relationships and interactions. Its capability to integrate with MLS and other external applications ensures a streamlined operational flow. At the heart of this platform are intelligent AI agents that sift through customer data, suggesting properties, ranking leads by priority, and automating follow-up tasks. Equipped with robust analytics and user-friendly no-code tools, teams can swiftly modify their workflows, enhance conversion rates, and create customized, data-driven real estate experiences at scale.

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Creatio offers a retail customer relationship management (CRM) solution that leverages its AI-driven, no-code framework, empowering retailers to effectively oversee customer interactions and streamline processes in marketing, sales, and service. The platform encompasses the entire customer journey, from attracting and engaging clients to facilitating purchases and fostering loyalty, all within a cohesive system. With Creatio, retailers can create seamless omnichannel experiences, execute marketing campaigns, monitor consumer behavior, and tailor offers using real-time insights. The platform seamlessly integrates with eCommerce solutions, point-of-sale systems, and various external data sources, providing a comprehensive view of customers across all engagement points. At the heart of Creatio are AI-driven agents that evaluate customer information, forecast preferences, suggest optimal actions, and automate interactions across various channels. Featuring integrated analytics and user-friendly no-code functionalities, retailers can swiftly modify workflows, enhance conversion and retention metrics, and deliver personalized, data-informed shopping experiences at scale.

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Creatio Sales is an advanced AI-driven Customer Relationship Management platform designed for sales automation, leveraging Creatio's no-code framework and intelligent AI capabilities. This platform empowers businesses to oversee the entire sales process, encompassing lead generation, opportunity tracking, forecasting, and finalizing deals, all within a cohesive system. At its foundation, AI agents are employed to evaluate customer data, rank leads by importance, suggest optimal actions, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens sales cycles, and boosts success rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows, including managing accounts and contacts, monitoring the sales pipeline, generating quotes, and fostering collaboration. Equipped with integrated analytics and no-code features, teams can swiftly adjust processes and scale their operations, ensuring a streamlined, data-informed, and client-focused sales experience.

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Creatio Sales is an innovative AI-driven CRM solution designed for sales automation, leveraging Creatio's no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from lead generation and opportunity management to forecasting and closing deals, all within a cohesive system. At its foundation are AI-powered agents that scrutinize customer information, prioritize leads, suggest optimal next steps, and streamline routine tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates through actionable insights and guided selling techniques. The platform facilitates comprehensive workflows, encompassing account and contact management, pipeline monitoring, quoting, and collaboration. With integrated analytics and no-code capabilities, teams can swiftly modify processes and expand operations, ensuring efficient, data-informed, and customer-focused sales interactions.

Creatio Sales is a cutting-edge AI-driven CRM solution designed for sales automation, utilizing Creatio's unique no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from lead generation and opportunity management to forecasting and closing deals, all within a cohesive system. Central to Creatio Sales are AI agents that examine customer data, rank leads, suggest optimal actions, and streamline routine tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates through immediate insights and guided selling techniques. The system facilitates comprehensive workflows, encompassing account and contact management, pipeline oversight, quotations, and team collaboration. Equipped with integrated analytics and no-code capabilities, teams can swiftly modify processes and scale their operations, providing efficient, data-informed, and customer-focused sales interactions.

Creatio Sales is an innovative CRM solution that leverages artificial intelligence for sales automation, built upon Creatio's no-code and intelligent AI framework. It empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. The foundation of this platform consists of AI-driven agents that evaluate customer information, prioritize opportunities, offer recommendations for optimal next steps, and streamline repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal cycles, and boosts success rates by providing immediate insights and facilitating guided selling. Creatio Sales supports comprehensive workflows, including account and contact management, pipeline visualization, quote generation, and team collaboration. Equipped with advanced analytics and user-friendly no-code features, teams can swiftly modify processes and scale their operations, thereby creating effective, data-informed, and customer-focused sales experiences.

Creatio Sales is an innovative CRM solution powered by artificial intelligence, specifically designed for sales automation and built upon Creatio's unique no-code and agentic AI framework. This platform empowers businesses to oversee the entire sales process, ranging from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At the heart of Creatio Sales are intelligent AI agents that scrutinize customer data, prioritize potential leads, suggest optimal next steps, and automate routine tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal cycles, and boosts win rates by providing real-time insights and promoting guided selling strategies. The platform facilitates comprehensive workflows, encompassing account and contact oversight, pipeline management, quote generation, and team collaboration. With integrated analytics and no-code features, businesses can swiftly modify workflows and expand their operations, ensuring a streamlined, data-driven, and customer-oriented sales approach.

Creatio offers an AI-driven CRM platform that leverages a no-code and intelligent AI framework, allowing businesses to effectively manage customer relationships and streamline workflows in marketing, sales, and customer service. This platform provides a comprehensive 360-degree perspective of customers, their interactions, and relevant data all within one cohesive system. Covering the entire customer journey, Creatio facilitates everything from lead acquisition and management of sales pipelines to service delivery and customer retention, all while promoting smooth engagement across multiple channels. Its no-code capabilities empower teams to easily tailor processes, create applications, and modify workflows independently of extensive IT support. Central to the platform are AI agents that scrutinize customer information, suggest optimal next steps, and automate various tasks throughout the customer experience. Coupled with real-time analytics and visual dashboards, Creatio empowers organizations to boost operational efficiency, elevate customer satisfaction, and foster growth through data-driven strategies.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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.

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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.

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.

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.

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.

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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.

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.

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.

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.

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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.

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.