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Act! Products


CRM and Marketing Automation together as one

Act! is the #1 best-selling contact manager for over 30 years. Designed to take the guesswork and complexity out of managing customer relationships, Act! gives users a 360-degree view of their contacts and interaction history, tightly coupled with easy-to-use yet powerful scheduling and marketing automation tools. Act! enables users to determine the best next move more easily, then take action faster, so they focus more of their time on doing what matters most: attracting new customers and growing their businesses.


Sales & marketing in one

Achieve sales and marketing greatness with the all-in-one solution designed just for small and midsized businesses.


Fit for your journey

Grow as you go with affordable options perfect for your unique business—no matter where you are on your journey.


A recognized leader

Rest easy when you partner with a recognized leader with millions of happy customers all around the world.

Act! Premium Plans (On-premise & Cloud)


Act! is the #1 selling contact and customer manager that helps individuals and companies grow sales profitably, manage daily sales responsibilities, and communicate more effectively to improve productivity. With over 3 million users and 49,000 corporate customers, Act! has maintained its position as #1 for over 30 years because it’s renowned for its flexibility and ease of use.

Act! offers three main subscription plans, and selecting the right one depends on your chosen deployment strategy, data complexity, marketing and security requirements. The following is a breakdown of those options.

Act! Premium Desktop

Act! Premium Desktop

Act! is the #1 best-selling contact manager for over 30 years. Act! Premium is a Desktop & Web-enabled CRM suitable for teams of any size. Upgrade plans include Premium Plus, Premium Cloud, and Premium Cloud Plus.
Act! Premium Cloud

Act! Premium Cloud

A hosted Web-enabled CRM suitable for teams of any size. With Act!'s unique hybrid deployment model, your team can use Act! as it suits each of the best - with the Windows Client or in the Cloud, ensuring setup is easy and fast.  

Act! Marketing Automation


Boldly maximize engagement & drive business growth!

PC Magazine defines Marketing Automation like this...  "Think of marketing automation as the smarter and more powerful older sibling of email marketing. Marketing automation lets marketers plan extended customer interactions without requiring manual intervention.”

Now that Act! Marketing Automation (AMA) is an integral part of Act! CRM, we're making it simple to optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth.

Comprehensive Campaign Management

Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

Visual Workflow Designer & Interactive Editor

Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.

Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

Effective Lead Capture, Scoring, & Nurturing

Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up, and higher close rates.

Time-saving Workflow with Prioritized Follow-up

Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. 
Watch as Act! Marketing Automation turns real-time response metrics into sales actions - alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. 
Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.
Your sales & marketing teams will work hand-in-glove towards business growth.

Real-time Response Metrics

Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history.

Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.
Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.

Deliverability & Marketing Consulting Services

Get the quickstart marketing automation support your business needs to optimize your marketing investment, fast. Both the Select and Complete AMA tiers have consulting available at $150/hr, while the Advanced Tier includes it at no extra cost.
This consulting service can help you avoid deliverability issues due to poor list management, and advise you on services to help. More over this service can lift your marketing limits with truly interactive drip marketing campaigns to automate customer responses. Design assistance is also available.

803 Creek Overlook, Chattanooga, TN 37415

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Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827