Company Website

Ratings and Reviews 4 Ratings

Total
ease
features
design
support

Ratings and Reviews 555 Ratings

Total
ease
features
design
support

What is SalesNOW?

Are you in search of a CRM that offers more than just basic contact management? SalesNOW CRM provides a comprehensive solution that streamlines sales processes, monitors leads, and enhances your team's overall productivity. You can craft impressive proposals and intricate quotes that not only wow clients but also expedite the deal-closing process. Thanks to its mobile and web accessibility, you can maintain connectivity and oversight no matter where you find yourself. What sets SalesNOW apart? In contrast to many platforms, where half of CRM implementations fall short, SalesNOW prioritizes your success. Our team of Business Analysts tailors the system to meet your specific requirements, while dedicated Account Managers make sure every user receives thorough training, empowering them to harness the platform's full capabilities effectively. Opt for SalesNOW CRM for a customized and dependable solution that evolves alongside your business, ensuring enduring success and growth. With a focus on user satisfaction and continuous improvement, SalesNOW is designed to adapt to the ever-changing needs of your organization.

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

Constant Contact
Microsoft Outlook

Integrations Supported

Constant Contact
Microsoft Outlook
8x8
Cloud Agent Suite
CloudCall
CoRecruit
Cognition Cockpit
DevHub
Eventbrite
Freshdesk
Google Contacts
Halo Service Desk
HubSpot CRM
Mobile Locker
SurveyMonkey
Windward Hub
Wufoo
X (Twitter)
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$24.95/month/user
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
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Interchange Solutions

Date Founded

1991

Company Location

Canada

Company Website

getstarted.salesnow.com

Company Facts

Organization Name

Act!

Date Founded

1987

Company Location

United States

Company Website

www.act.com

Categories and Features

CRM

SalesNOW CRM offers a comprehensive solution designed to enhance your sales and customer management processes. Effortlessly monitor contacts, leads, deals, and overall performance while maintaining connectivity through both mobile and web platforms. What sets SalesNOW apart from other CRM options is our unwavering dedication to the success of your CRM integration. With research indicating that 50% of CRM systems are discarded within just two years, SalesNOW distinguishes itself by delivering outstanding support. Our Business Analysts collaborate with you to customize the platform according to your unique business requirements. Meanwhile, our dedicated Account Managers provide training to your team, ensuring they can leverage every feature to its fullest potential. The outcome? A CRM that adapts to your needs rather than the reverse. Empower your workforce, enhance productivity, and secure long-term success with SalesNOW CRM—the platform designed with your achievements in mind.

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
Territory Management

Insurance CRM

Enhance your client management and expand your business portfolio with SalesNOW CRM, specifically tailored for the insurance sector. Effortlessly monitor policies, handle renewals, and cultivate client relationships. With both mobile and web accessibility, you can maintain connections with clients and prospects from any location. What sets SalesNOW apart is our outstanding support. Our Business Analysts will personalize the platform to align with your insurance processes, while our Account Managers provide comprehensive training to ensure your team fully utilizes every feature—from lead management to renewal and claims tracking. Increase productivity, boost client loyalty, and foster business growth with SalesNOW CRM—the reliable ally for insurance professionals.

Not specified

Lead Management

Easily manage, monitor, and develop leads with SalesNOW CRM. Tailored for organizations prioritizing lead management, SalesNOW simplifies the complete journey—from recognizing potential clients to finalizing sales. Benefit from instant insights, prioritize your leads effectively, and make certain that every opportunity is seized. What sets SalesNOW apart? With half of CRM setups being discontinued within two years, our committed Business Analysts personalize the platform to fit your specific requirements, while Account Managers provide training to empower your team in transforming leads into loyal customers. Transform potential clients into enduring partnerships with SalesNOW CRM—the intelligent solution for effective lead management.

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

Marketing

Marketing experts require a CRM that not only enhances campaigns but also simplifies the management of leads. SalesNOW CRM allows you to effortlessly capture, nurture, and convert leads. With features to manage contacts, monitor campaigns, and evaluate outcomes, you can make informed, data-driven decisions all from a single platform, available on both mobile and web. What distinguishes SalesNOW from the competition? While half of CRM solutions fail within a two-year span, our unwavering support is focused on your triumph. Our Business Analysts assist you in tailoring the CRM to align with your marketing processes, while Account Managers provide training to ensure your team utilizes it to its fullest potential. Elevate your marketing strategy by increasing engagement, simplifying campaigns, and monitoring ROI with a CRM that delivers lasting results. Opt for SalesNOW for outcomes that endure.

Not specified

Sales

Sales teams require a CRM that matches their level of dedication and effort. SalesNOW CRM streamlines the management of contacts, monitoring of leads, and finalization of deals, enabling you to maintain organization and concentrate on achieving your goals. With accessibility on both mobile and web platforms, your team can work efficiently and effectively from anywhere. What sets SalesNOW apart from other solutions is its focus on driving results. While half of CRM implementations face challenges, our Business Analysts customize the platform to fit your unique sales methodology, and our dedicated Account Managers provide comprehensive training to ensure your team maximizes the use of every functionality. Enhance your deal closure rates, monitor your performance, and increase your revenue with SalesNOW CRM—the definitive solution for achieving sales excellence.

Not specified

Sales Force Automation

Enhance your sales workflows with SalesNOW CRM, the premier solution for automating your sales processes. Easily manage your contacts, leads, deals, and activities, while streamlining repetitive tasks to allow your team to focus on what truly counts—closing sales. With mobile and web accessibility, SalesNOW empowers your team to stay productive no matter where they are. What sets SalesNOW apart from other platforms is our commitment to your success through exceptional support. Our Business Analysts tailor the system to fit your specific sales process, and dedicated Account Managers offer thorough training to ensure your team can leverage every feature effectively. Transform your sales operations, boost productivity, and achieve remarkable results with SalesNOW CRM—the automation tool designed specifically for sales excellence.

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Take charge of your sales process with SalesNOW CRM, an ideal solution for monitoring deals, evaluating performance, and tracking progress. Achieve real-time insights into each phase of the sales journey, pinpoint high-potential opportunities, and leverage data to drive revenue growth. With access available on both mobile and web platforms, your team remains connected and up-to-date from anywhere. What distinguishes SalesNOW from the rest? While half of CRM systems fall short, our dedicated Business Analysts customize the platform to meet your specific sales tracking requirements, and our Account Managers provide comprehensive training to help your team maximize its potential. Enhance your sales strategy with SalesNOW CRM—your trusted ally in achieving success.

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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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