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Average Ratings 555 Ratings

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Description

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Description

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cyclr Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insider One Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuoteWerks Yes 
SurveyMonkey Yes 
Wufoo Yes 
Xinix Yes 
Zapier Yes 
BigCommerce Yes 
BoomTown Yes 
Eventbrite Yes 
Microsoft 365 Yes 
Mobile Text Alerts Yes 
Qlik Application Automation Yes 
SalesNexus Yes 
Zendesk Yes 

Integrations

Cyclr Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insider One Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuoteWerks Yes 
SurveyMonkey Yes 
Wufoo Yes 
Xinix Yes 
Zapier Yes 
BigCommerce No 
BoomTown No 
Eventbrite No 
Microsoft 365 No 
Mobile Text Alerts No 
Qlik Application Automation No 
SalesNexus No 
Zendesk No 

Pricing Details

$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 Yes 
Free Version No 

Pricing Details

$29.00/month/user
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Act!

Founded

1987

Country

United States

Website

www.act.com

Vendor Details

Company Name

Maximizer Software

Founded

1987

Country

Canada

Website

www.maximizer.com

Product Features

Automotive CRM

Automotive dealerships and service providers thrive on maintaining relationships with returning clients and prompt communication. Act! consolidates all customer contact information and interaction records in a single platform, enabling your staff to reach out at the perfect time—whether it's for service notifications or trade-in proposals. You can automate email campaigns for service reminders and special offers, monitor sales prospects with an intuitive pipeline, and gather new leads through web forms. Each subscription comes with complimentary onboarding and a dedicated Account Manager to assist you.

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management Yes 
Lease Management Yes 
List Management Yes 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management Yes 
Showroom Management No 
Territory Management Yes 

Business Management

Act! provides a comprehensive solution for small businesses to streamline their customer management processes. This all-in-one platform consolidates various functions, including contact management, sales tracking, marketing initiatives, scheduling, quoting, and payment processing. By operating from a single interface, your team can easily access shared customer information and establish clear action items. Visual dashboards and reports offer instant insights into your sales pipeline and overall activity. Furthermore, Act! seamlessly integrates with popular tools like Outlook, RingCentral, and Zapier, enhancing its compatibility with your existing systems. For over 39 years, Act! has been a valuable partner in helping small businesses achieve growth.

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Construction CRM

Businesses in the construction and trade sectors secure projects via networking, competitive bidding, and diligent follow-ups. Act! consolidates contacts, project leads, and quotations in a single platform, ensuring that no detail is overlooked from the initial site assessment to the finalized agreement. Monitor bids visually through a pipeline, provide customers with interactive quotes that they can accept and pay for online, and schedule reminders for follow-up actions and recurring projects. New inquiries can be seamlessly entered into Act! using web forms, while the Act! Companion mobile application ensures that vital information is accessible right at the job site. Each plan comes with complimentary onboarding and a dedicated Account Manager for personalized support.

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Act! originated with contact management, and this remains the foundation of our services. We ensure that all communications, such as calls, emails, meetings, notes, and historical data for each contact, are consolidated into a single, accessible record, providing your entire team with a comprehensive overview. You can efficiently categorize contacts using automatically updating dynamic groups, set reminders to ensure timely follow-ups, and log emails directly from Outlook using the Act! Sidebar. Plus, stay connected while on the move with the Act! Companion mobile application. Our platform is relied upon by over 800,000 users globally.

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

Act! is a customer relationship management solution designed specifically for small and medium enterprises that thrive on building strong connections. It seamlessly integrates sales, marketing, and customer service into a single, user-friendly platform, allowing users to manage contacts, transactions, follow-ups, and email marketing campaigns all in one location. Each Act! Advantage subscription includes features such as email marketing tools, web form creation, online appointment scheduling, and interactive quotes and payments. Additionally, users benefit from complimentary personalized onboarding and support from a dedicated Account Manager. Available in both cloud and on-premises versions through Act! Premium Desktop, this CRM has gained the trust of over 800,000 users globally for more than 39 years and has recently been recognized as a finalist for the Best CRM for Small Business in the 2026 CRMmys awards.

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Email Marketing

Act! offers integrated email marketing as part of each Act! Advantage plan, seamlessly linked to your CRM system. You can create campaigns using ready-made templates, customize them with individual contact details, and implement automated drip campaigns for follow-ups. Since the email feature is built into your CRM, every interaction—like opens and clicks—will be directly associated with the corresponding contact record and sales pipeline, providing your sales team with clear visibility on engagement levels. The pricing structure is based on the number of users rather than the size of your contact list, ensuring that expanding your audience does not increase your costs. The Act! Advantage Ultimate plan allows for up to 50,000 email sends each month.

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Financial advisors and organizations thrive on the foundation of trust and enduring relationships. Act! consolidates all client interaction records, notes, and meeting details into a single interface, ensuring you are ready for every discussion. Organize clients into dynamic groups, automate reminders for reviews and follow-ups, and create tailored email campaigns, all from one unified platform. Act! adheres to SOC 2 compliance standards, offering flexibility to operate in the cloud or via Act! Premium Desktop for complete data management. Enjoy complimentary onboarding services along with a dedicated Account Manager to support your needs.

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Health and wellness strategies thrive on building robust, individualized connections with clients. Act! centralizes client information, including contact details, appointments, follow-up actions, and communication logs in a single platform. The online scheduling feature allows clients to conveniently arrange appointments, while automated reminders ensure that follow-ups are timely. Additionally, email campaigns keep your community updated. Act! adheres to SOC 2 compliance standards and offers flexibility, operating both in the cloud and on-premises with Act! Premium Desktop. With complimentary onboarding and a dedicated Account Manager, you can customize Act! to fit the unique workflow of your practice.

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

Hotel CRM

Accommodations like hotels, inns, and other hospitality ventures flourish by fostering repeat visits and delivering exceptional experiences. Act! consolidates guest and group contact information, preferences, and past interactions into a single platform, enabling your staff to tailor each visit and follow-up effectively. You can launch email campaigns for special seasonal promotions, organize and oversee events, and collect feedback through surveys. With automated reminders, you can maintain communication before and after each stay, transforming occasional visitors into devoted patrons.

Insurance CRM

Insurance firms expand their business by focusing on renewals, cross-selling opportunities, and nurturing lasting relationships with clients. Act! centralizes all policyholder information and interaction history, providing automated alerts for renewals and follow-ups. It allows you to categorize clients into dynamic groups, launch targeted email marketing campaigns, and monitor new business via an intuitive visual pipeline. Act! adheres to SOC 2 compliance standards and is available for deployment in the cloud or on-premises with Act! Premium Desktop. Additionally, it offers complimentary onboarding and the support of a dedicated Account Manager.

Landing Page

Act! enables you to create landing pages designed to capture leads and seamlessly integrate them into your CRM. By combining landing pages with Act! web forms, you can easily gather contact information and automatically initiate follow-up tasks, opportunities, or email drip campaigns without any coding skills. Each submission is linked to a contact record, allowing you to track which pages effectively convert visitors into customers. Landing pages are just one feature of Act! Marketing, which also includes email campaigns, surveys, and event management, all conveniently housed within a single platform integrated with your CRM.

A/B Testing Yes 
Analytics Yes 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management Yes 
Templates Yes 

Lead Capture

Act! seamlessly gathers leads from your website and integrates them directly into your CRM. With every Act! Advantage plan, you receive Act! Web Lead Forms that can easily be embedded on your site or distributed as a link, all without the need for any coding. Each lead submission has the capability to either create or update a contact, trigger a follow-up task, initiate an opportunity, or start an email drip campaign. Additionally, tools like landing pages, surveys, website chat, and event registrations provide even more avenues for lead generation, all centralized within a single platform.

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Management

Act! provides small enterprises with the tools to oversee their leads from initial interaction to final sale. Incoming leads from online forms, landing pages, and events are seamlessly integrated into Act!, allowing users to categorize them, designate follow-up tasks, and monitor their journey through an intuitive visual pipeline. Automated drip campaigns ensure that leads remain engaged, while the lead scoring feature on Act! Advantage Ultimate helps identify the most interested prospects. With sales and marketing collaborating on a unified database, no lead is overlooked as it transitions between teams.

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

Legal CRM

Law firms expand their reach by leveraging referrals, building a strong reputation, and providing exceptional client service. Act! offers a comprehensive solution to manage clients, prospects, and referral sources in a single platform, ensuring all contact history is readily accessible along with automated follow-up alerts. You can easily capture new leads via web forms, monitor potential cases through an intuitive visual pipeline, and maintain connections with former clients through targeted email campaigns. Choose to operate Act! either in the cloud or locally with Act! Premium Desktop, giving you complete authority over your sensitive information.

Marketing Automation

Act! integrates customer relationship management and marketing automation into a single platform designed specifically for small enterprises. Develop automated drip campaigns that effectively nurture your leads, and utilize web forms and landing pages to acquire new contacts. With Act! Advantage Ultimate, features like lead scoring and tracking of website interactions and assets provide insights into which prospects are most engaged and poised to make a purchase. All activities are linked to individual contact records, ensuring that both marketing and sales teams operate with consistent data. Complimentary onboarding and a personal Account Manager are available to expedite the launch of your initial campaigns.

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Online Form Builders

Every Act! Advantage plan comes with integrated Web Lead Forms. Create forms for various purposes such as contact inquiries, quotes, event sign-ups, and more, effortlessly embedding them on your site or sharing them online without any coding skills. In contrast to separate form builders, all submissions are directly integrated into your CRM system. These forms have the capability to create or modify contact information, schedule follow-up tasks, initiate opportunities, trigger drip campaigns, and even process payments. Enhanced Web Lead Forms are accessible with the Professional and Ultimate tiers.

Artificial Intelligence Yes 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms Yes 
Data Tables Yes 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms No 
Pre-made Templates Yes 
Quizzes / Questionnaires No 
Reporting / Data Visualization Yes 
Signup Forms Yes 
Surveys Yes 

Real Estate CRM

In the world of real estate, success hinges on connections, recommendations, and timing. Act! provides agents and brokerages with a comprehensive solution to manage all their buyers, sellers, and referral partners in a centralized hub, complete with detailed contact histories and automated reminders for follow-ups. Monitor listings and transactions using an intuitive visual pipeline, maintain visibility through targeted email campaigns, and generate fresh leads via web forms and landing pages. The Act! Companion mobile application ensures that agents have access to contact information during showings. Each subscription comes with complimentary onboarding and the support of a dedicated Account Manager.

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Real Estate Lead Generation

Act! empowers real estate agents to effectively attract and convert a higher volume of leads. Create customized landing pages and web forms for property listings, open house events, and home appraisal requests, seamlessly funneling all inquiries directly into your CRM system. Each incoming lead can automatically initiate a follow-up task or an email drip campaign, ensuring that no potential client is overlooked. Monitor your leads with a visual pipeline, and utilize the Act! Companion mobile app for timely follow-ups while on the go.

Sales Tracking

Act! provides small sales teams with a comprehensive overview of all their deals. With a visual pipeline, team members can monitor opportunities, identify the status of each deal, and catch any that may be stagnating before they slip away. The activity log records every call, email, and meeting, while reminders ensure that follow-ups are timely. Managers can easily assess pipeline value and team performance through intuitive dashboards and reports, allowing for accurate forecasting. Additionally, interactive quotes and payment options facilitate quicker deal closures.

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social CRM

Act! empowers you to transform social interactions into genuine customer connections. Gather leads from your social media initiatives using landing pages and web forms, and effortlessly integrate new contacts from platforms such as Facebook lead ads into Act! through Zapier. Each contact's journey is consolidated into a single record, enabling you to reach out with the perfect message at the ideal moment. Combine your social efforts with email marketing, surveys, and events to maintain the dialogue beyond just social feeds.

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat No 
Marketing Automation Integration Yes 
Multi-Channel Social Integration No 
Social Media Monitoring No 
Task Management Yes 

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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