What it does
Act! combines customer history, sales opportunities, quotes and email marketing for small businesses. Act! Advantage is the cloud offering, with Outlook and Google connections and a mobile app. Plans are billed annually per user, following an optional 14-day trial without a credit card.
Start with customer history
Cloud setup connects the email, contacts and calendar services you select. Outlook or Google sync supplies the relationship history alongside daily activities. Opportunities then track individual sales, while quotes and marketing tools use the same customer context.
Act! Advantage cloud plans
| Plan | USD per user/month, billed annually | Monthly email sends |
|---|---|---|
| Standard | 30 | 2,500 |
| Professional | 45 | 25,000 |
| Ultimate | 60 | 50,000 |
Standard includes CRM, mobile access, forms, scheduling, interactive quotes and 15 GB of cloud storage. Professional adds nurture campaigns and project management. Ultimate adds lead scoring and a customer portal. Enterprise and on-premises needs have separate arrangements.
Use Free Trial to create a 14-day account without a card. Onboarding help and guides are included. Desktop software is also sold separately, so choose the cloud or desktop route before comparing costs.
Strengths
- Customer history connects with email, contacts and calendar services
- Cloud plans include onboarding help and mobile access
Watch out for
- Cloud Advantage plans are billed annually
- Email-send and storage allowances depend on the tier
Best for
- Small businesses combining contact history and sales follow-up
Sources
- Act! CRM pricing and trial (Oct 27, 2026)
- Act! Advantage: CRM & Marketing for Small Businesses (Oct 25, 2026)
- Getting started with Act! in the Cloud (Oct 25, 2026)