Elevates on-the-go Productivity for Act! cloud users 

SCOTTSDALE, Ariz., July 18, 2024 – Leading customer relationship management (CRM) and marketing automation solution provider, Act!, today unveiled a powerful and intuitive mobile app, Act! Premium Cloud Mobile. 

Built to the latest accessibility and useability standards, Act! Premium Cloud Mobile is the next evolution in on-the-go productivity, empowering Act! Premium Cloud users with comprehensive contact management, activity & calendar coordination, and sales pipeline management, from their favorite mobile device. 

“We’re thrilled to bring a world-class mobile experience to Act! Premium Cloud users. All of the critical CRM and marketing functionality is now augmented by the voice and proximity functions of a mobile device,” said Bruce Reading, President & CEO of Act!. “This is an exciting development for us, another evolutionary milestone as we enable our SMB customers to manage their business – on any device.”

Available as a free extension to an existing subscription, on both Apple iOS and Google Android devices, Act! Premium Cloud Mobile powers personal productivity with: 

Handheld Contacts

Seamless mobile access to detailed contact records including past and upcoming activities, history records, and opportunities. Search has been updated to enable users to find contacts faster. 

Tasks & Calendars  

Schedule calls, meetings, and tasks, record meeting notes, and utilize notifications to stay organized and on time, while on the go. Manage tasks with integrated activity lists and access to your calendar. 

Opportunity Management 

Advance sales opportunities from the field. Add, edit, and manage opportunities throughout the sales cycle, and filter dashboards to summarize open deals by count, region, value, age, and more! 

Download Act! Premium Cloud Mobile from either the App Store or Google Play. For more information on how you can get started, please contact our small business experts today at sales@act.com or call (866) 873-2006.

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions to connect businesses and their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not process transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! has been recognized as a Best Leadership Company in 2024 by Comparably based on anonymous sentiment ratings from employees. For more information, visit www.act.com and connect with us on LinkedIn, Facebook , X and Instagram.

Enhancements and integration drive productivity for Act! users 

SCOTTSDALE, Ariz., July 23, 2024 – Act!, a leading global provider of customer relationship management (CRM) and marketing automation solutions, today announced the latest release of their locally-installed CRM, Act! Premium v26. This version unlocks greater productivity by streamlining team coordination, leveraging generative AI to inform email marketing campaigns, and improving interoperability with Microsoft Outlook.

“Act! has a long-standing and proud tradition of delivering unique, differentiated value to our customers and into the marketplace as a whole,” said Bruce Reading, President & CEO of Act!. “This software release earmarks major steps in delivering unprecedented functionality to our desktop users and introducing generative AI to our marketing automation. We’re making all our customers more productive – and ideally more profitable – but this will have a real business impact for those customers who want a robust CRM that runs locally because that’s what best meets their needs.”

Act! Premium v26 simplifies the management of team calendars, ensures seamless scheduling and improved collaboration. Leveraging an integration with OpenAI, v26 users can now quickly create more compelling email marketing and landing page content for their small and midsize businesses. It is now easier for users to manage their contacts directly within Outlook. With an expanded integration that improved contact identification and tracking, note-taking, and monitoring.

For more information about Act! Premium v26, please contact our small business experts today at sales@act.com or call (866) 873-2006.

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions to connect businesses and their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not process transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! has been recognized as a Best Leadership Company in 2024 by Comparably based on anonymous sentiment ratings from employees. For more information, visit www.act.com and connect with us on LinkedIn, Facebook , X and Instagram.

Private equity executive adds finance and strategy expertise to CRM leader’s executive team

Scottsdale, AZ – February 29, 2024 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses around the world, today announced the appointment of Andrew Kane as Chief Financial Officer. In his role, Mr. Kane will be responsible for all aspects of the company’s global finance and accounting operations.

Prior to joining Act! Mr. Kane spent over a decade at SFW Capital Partners investing in and advising software, information, and other technology companies. Mr. Kane was responsible for leading the evaluation and execution of new investment opportunities, as well as supporting SFW’s existing investments, including Act!, Greenshades Software, Captify Technologies, Devada, GLG, Essen Bioscience, MD Buyline, among others. Mr. Kane previously served on the Boards of Act!, Greenshades Software, and Devada, and currently serves on the Board of Captify Technologies.

Prior to joining SFW, Mr. Kane worked at Gotham Consulting Partners, a management consulting firm specializing in private equity firms and their portfolio companies. Mr. Kane earned a B.S. in Operations Research and Information Engineering from Cornell University.

“Andrew brings invaluable expertise in SaaS strategy and oversight of B2B execution, as well as a unique awareness of our operations, having been a long-time Board member. His discipline and strong financial acumen will add new dimensions to our leadership team,” said Bruce Reading, President & CEO of Act!. “We are delighted to welcome Andrew to his new role with us, and look forward to his valuable contributions.”

“After working closely with the Act! Team over the last few years, I’ve seen the company’s growth potential firsthand,” said Kane. “With the recent advances in the cloud offering, alongside its long-standing market position and experienced team, there’s an enormous opportunity ahead and I’m excited to be part of it.”

To learn more about Act!, visit
www.act.com/

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com and connect with us on LinkedIn, Facebook , X and Instagram.

Integrated productivity tools for Act! cloud users

SCOTTSDALE, Ariz., Dec. 12, 2023 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMB), today announced three solutions that streamline SMB operations, and add new dimensions to meaningful customer interactions.  

Link2quotes+, Link2forms+, and Link2events+, can generate leads, manage events, streamline appointment tracking and increase sales for users of Act! Premium Cloud.

• Link2quotes+ – Develop online quotes to close more deals
• Link2forms+ – Design engaging forms to generate more leads
• Link2events+ – Promote events, maximize attendance and follow-ups

“This has been an historic year for Act! in terms of introducing tools, workflows, and platforms that not only optimize business effectiveness, but also deliver an improved user experience at a very competitive price. These Linktivity modules expand capability for our customers, and I would say embody our commitment to delivering increasing value. These are tools we believe will help our cloud users optimize and integrate customer touchpoints” said Act! CEO Bruce Reading. “From generating leads to closing more deals, Link2quotes+, Link2forms+, and Link2events+ represent a tremendous opportunity for Act! users to expand their go-to-market capacity and should give anyone shopping for CRM a reason to seriously consider Act!”

Link2quotes+: Accelerate Sales with Online Quotes 

Creating and managing quotations is a critical aspect of any successful business. With Link2quotes+, Act! Premium Cloud users can craft customized, branded quotes, track when they’re viewed by prospects, automatically schedule follow-ups, and process payments securely upon quote acceptance. 

Link2forms+: Fuel Your Sales Funnel with Ease

Engaging customers and generating leads is made effortless with Link2forms+. This powerful tool allows you to create customizable forms for various purposes, from newsletter sign-ups to service requests. Categorize and segment leads for targeted follow-ups, run comprehensive reports for actionable insights, and automate responses for enhanced customer satisfaction. 

Link2events+: Promote & Manage Online Events

Planning and promoting online events can be challenging, but Link2events+ makes it a breeze. From marketing to attendees and managing RSVPs, this all-in-one events solution seamlessly integrates with Act! for a comprehensive event management experience. 

Link2calendar is included with each of these modules:

Link2calendar: Streamline Appointment Management 

The hassle of scheduling meetings with prospects and customers is a thing of the past with Link2calendar. Act! Premium Cloud users can now effortlessly share their calendars via an online link, allowing customers to book available times that sync directly with the Act! calendar. 

Available exclusively through Act!, Linktivity bundles are available to Act! Premium Cloud users in all regions starting at $22.50/£18/€20.25 per user per month. 

For more information on how you can get started, please contact our small business experts today at sales@act.com or call (866) 873-2006.

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , X and Instagram.

Advancing the power of CRM without costly development

SCOTTSDALE, Ariz., Oct 10, 2023 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMB), today announced that it has released a new and improved custom tables function within its latest releases for both desktop and cloud users.  

The newly enhanced Custom Tables in Act! can revolutionize the way SMBs leverage CRM as their front-office system of record, by storing detailed business and industry-specific customer data, previously maintained in spreadsheets and external systems, alongside existing customer data within Act!. This infusion of rich operational details provides Act! users a more robust view of their customer relationships at the individual level in order to deliver exceptionally personalized experiences, and actionable insights at the aggregate level to craft highly-targeted sales and marketing outreach strategies to propel the growth of their small business.

This development is especially significant for companies dealing with intricate industry-specific processes, such as insurance, mortgages, and financial services, as well as those managing diverse SKU dimensions like contracts, warranties, and service plans.

“With our latest Custom Tables release, Act! users can layer in information unique to the needs of their business. It’s about understanding customers holistically and gathering meaningful insights – without the time or cost of development” said Act! CEO Bruce Reading. “This functionality maps well with the majority of our customers – whether they’re managing a client portfolio, performing service engagements, or delivering diverse product suites – they can take their business to the next level with Custom Tables.”

For more information on how you can get started, please contact our small business experts today at sales@act.com or call (866) 873-2006.

To learn more about how a regional Act! Certified Consultant can help you leverage the power of Act! to customize your workflows to fuel your growth, visit: www.act.com/find-an-act-certified-consultant/ 

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , X and Instagram.

Award-winning on-premise CRM and Marketing Automation solution introduces advanced dashboard builder, SMS4Act! integration and more enhancements

Scottsdale, AZ – June 13, 2023 — Today Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMBs), has launched v25 of Act! Premium Desktop to offer users richer insights, better communication, and enhanced usability. With v25, users will gain more meaningful insights from their customer data with the Act! Insight Dashboard Builder, take customer communications to the next level with the integration of SMS4Act! SMS Text Messaging and increase overall performance with marketing automation and Act! Companion mobile app enhancements.

With the launch of Act! Premium Desktop v25, users can expect the following:

• New Act! Insight Advanced Dashboard Builder – Actionable insights are vital to success as they enable businesses to learn more about their customers. However, insights that are valuable to one business may not be valuable to the next. That’s why Act! has introduced an advanced dashboard builder to Act! Insight, which allows users to quickly create more granular, custom analytics dashboards so they can visualize more of their data, gain more meaningful insights and react quickly to changing business conditions. With v25, users can create new dashboards based on contact, company, group, and opportunity data; incorporate associated field data; and set multiple sets of criteria to thoroughly drill down into the insights that matter most.
• Integrated SMS4Act! SMS Text Messaging – Text messaging is an affordable and efficient way to reach customers and prospects alike. With open rates more than 4x greater than traditional email (98% vs 22%), it’s effective as well, allowing even the smallest businesses to compete with much larger competition. While text messaging is currently available as part of Act! Marketing Automation for U.S. customers – allowing businesses to send personalized text messages to customers for appointment reminders, order updates, shipping status, event reminders, promotions, and more – SMS4Act! allows users to send ad-hoc text messages globally without having to build a full-fledged marketing campaign. All sends and replies are automatically tracked within contact history records for reference and follow-up.
• Enhanced Act! Marketing Automation Usability – Act! Marketing Automation has something for businesses large and small, from professional outbound marketing tools to dynamic campaign automation, response-driven sales activity creation, and much more. As part of Act! Premium Desktop v25, Act! Marketing Automation is more intuitive and user-friendly for all users. Improvements include an enhanced campaign dashboard, new suppression list filters, additional date formats for mail merge, and improved list sorting.
• Act! Companion Enhancements – Available for iPhone®, iPad®, and Android, the Act! Companion mobile app keeps users connected to their Act! database from anywhere. To improve the overall mobile app experience for all Act! users, enhancements have been made to the login experience, opportunity filtering and Act! proximity search.

“Act! customers are constantly evolving to meet the needs of their customers, so it’s important that we continue to evolve our solutions to meet their ever-changing needs,” said Bruce Reading, CEO of Act!. “This latest version of Act! Premium Desktop gives our customers the tools to gain richer insights, host better communications with customers and improve the usability of the Act! product so they can spend more time on what’s most important to them – their customers.” 

To learn more about Act! Premium Desktop v25, visit: www.act.com/products/.

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , X and Instagram.

CRM provider brings ecosystem of extensions to global user base

Scottsdale, AZ – May 23, 2023 — Today Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMBs), announced the launch of Act! Apps – an e-commerce marketplace of third-party add-ons that extend the functionality of Act’s CRM and marketing automation solutions. 

For more than thirty-five years, Act! has fostered and maintained a Plug-in Developer Program which lets software developers devise and integrate add-ons to Act! solutions that may be tailored to specific needs of various industries or extensions of other platforms. Many members of the partner network have developed innovative add-ons to support Act!’s solutions, like Link2Quotes, an online quoting system and QSales, a tool to sync data with QuickBooks.  

To ensure the many thousands of Act! subscribers and users have access to this wealth of additional functionality, Act! Apps has consolidated these innovative add-ons into a single unified e-commerce site with act.com. Users can now shop for robust add-ons to extend the business impact of their Act! installation and to better serve their workflow and data management needs. 

“The launch of Act! Apps, our marketplace of add-ons and plug-ins, really showcases both the notable work of our development partners and the robust extensibility of our platform,” said Bruce Reading, CEO of Act!. “Our customers can now more easily find, purchase and install apps to extend, expand and better leverage their CRM and marketing automation solutions.” 

To learn more about Act! Apps, visit www.addons.act.com

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , and Twitter.

Act! expands its global footprint of data servers to include Canada

SCOTTSDALE, Ariz., May 3, 2023 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMBs), today announced that it has expanded its global footprint of data servers to include Canada. This development will enable Canadian users of Act! Premium Cloud (APC) to comply with industry-specific data residency regulations. Act! maintains APC servers in the USA, United Kingdom, Europe and Australia. Adding Canada, their third largest market, has been a priority since the start of the year.

“CRM data is critical to every business and we’re really excited to be able to offer Canadian businesses who operate within more regulated industries, the data residency they require,” said Act! CEO Bruce Reading. “We’re also pleased to expand our long-standing partnership with our Canadian Master VAR, Keystroke, enabling them to expand their go-to-market activities within new sectors like finance, healthcare and government.”

While the Canadian servers will work identically to other regions, this deployment of APC services in Canada will first support only English Canadian versions, while Francophone versions may become available later, depending on demand. All regional settings for provinces, postal codes and Canadian dollars will be supported natively for customers new to this platform.

To learn more about how a regional Act! Certified Consultant, like Keystroke.ca, can help you leverage the power of Act!, visit: www.act.com/find-an-act-certified-consultant/ 

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , and Twitter.

Software expert joins executive team to drive strategy and lead product management team

SCOTTSDALE, Ariz., April 26, 2023 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMBs), today announced that it has appointed Patrick Curley as Chief Product Officer. Curley will oversee the creation and execution of all product-related activities at Act! and realize the company’s vision of holistic CRM. This news comes on the heels of the recent appointment of Bruce Reading as Act!’s CEO.

As a software leader with over 20 years of high-tech industry experience, Curley has proven his extensive knowledge of product development and business strategy. Before joining Act!, Patrick was CPO of Perceptive Automata, a provider of human behavior prediction technology for autonomous machines where he led the development of solutions involving high-risk human/autonomous machine interaction. Prior to that, he was CPO at DaySmart, a leading provider of SaaS business management solutions. There, he oversaw the development of products serving multiple SMB vertical markets. During his tenure, DaySmart tripled its revenue, resulting in DaySmart’s acquisition by LLR and Parthenon Capital in 2019. Patrick was also VP of Engineering at Sonian, a SaaS information archival company acquired by Barracuda Networks in 2017 and focused on securely managing intellectual property.  

“Act! founded the CRM space, and has continuously iterated its products to provide the tools and solutions that SMBs need to grow and compete,” said Curley. “I’m excited to join this experienced software team to drive the current product vision and meet Act!’s overarching goals.”  

“Patrick brings years of comprehensive product management experience, and has a very deep understanding of how to lead product management functions for high-growth, market-leading SaaS organizations at scale,” said Bruce Reading, CEO of Act!. “We’re thrilled he’s here, and I know he’ll make a meaningful contribution to the Act! team because we’re hyper-focused on product development and customer growth and so is he.”

To learn more about Act!’s career opportunities, visit: www.act.com/careers/ 

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , and Twitter.

Serial entrepreneur brings years of tech industry experience to Act!’s leadership team

SCOTTSDALE, Ariz., March 16, 2023 – Act!, a leading customer relationship management (CRM) and marketing automation solution for small to medium-sized businesses (SMBs), today announced the appointment of Bruce Reading as its chief executive officer (CEO). He brings many years of experience leading innovative technology companies and guiding executive teams to achieve their full potential professionally and personally.

Previously, Reading was the CEO of Perceptive Automata – a provider of human behavior prediction software for machines – where he led the team to enable ‘theory of mind’ in robotic environments. Prior to that, he was CEO & Chairman of Pica9, a marketing software firm, and President & CEO of Volt Active Data, a data platform designed to support telco applications in the age of 5G.

A native Canadian, Reading has spent his career creating value around emerging technologies and helping companies realize their potential. He is an active seed investor and mentor to early-stage companies and founders. His unique blend of strategic perspective and disciplined tactical execution is suited to environments where uncertainty is the rule rather than the exception. 

“I couldn’t be more excited to join Act!. I have long admired this software pioneer and its diverse network of global partners. I was an avid user earlier in my sales career and I’m a big believer in the importance of CRM for any business with customers,” said Reading. “Because of that experience, I feel especially invested in bringing the power of Act! to more people around the world. I’m thrilled to engage with our team, meet our partners and learn from our customers.”

“We couldn’t be more pleased to have Bruce join the Act! team. We believe his experience in marketing automation, SaaS and scaling businesses will directly benefit our customers and partners”, added Roger Freeman, Act! board member and SFW Capital co-founder and partner. “I also want to thank outgoing CEO Steve Oriola for his years of service to our employees, partners and customers. His contributions were many and meaningful, and we wish him the best in his future endeavors.” 

About Act!

Act! is a leading provider of comprehensive CRM and marketing automation solutions that connect businesses with their customers. The company’s offerings provide unrivaled value with more marketing capabilities than other similarly priced CRMs. With Act!, professionals build relationships, not just transactions. The company’s all-in-one solution supports small and medium-sized professional businesses at any stage.

Act! is a 2022 Comparably Best Company in Phoenix, Best Company for Work-Life Balance and Best Company for Perks & Benefits. For more information, visit www.act.com  and connect with us on LinkedIn, Facebook , and Twitter.