Overview
XACT Software offers CRM and email marketing tools designed to simplify contact management and improve team efficiency. While the user interface may feel dated, its reliable Outlook and financial connectors offer consistent value for service-based businesses needing structured workflows and fewer manual updates.
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Starting Price
Custom
XACT Software Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is XACT Software?
XACT software is a contact-focused CRM built for small to mid-sized businesses that need better control over customer interactions. It offers tools for logging communication history, organizing contact groups, and tracking key client details. These features help reduce manual errors, improve follow-ups, and ensure every team member has up-to-date context, ideal for service-driven teams managing growing client lists without complicated systems.
XACT Software Pricing
The software offers flexible, custom pricing plans based on your business size and needs.
XACT Software Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Xero
- Microsoft Outlook
Who Is XACT Software For?
XACT software is ideal for a wide range of industries and organizations, including:
- Marketing Agencies
- Information Technology
- Accounting
- Software Development
- Construction
Is XACT Software Right For You?
If you’re seeking a secure CRM that aligns client data with accounting workflows, XACT Software may be the right fit. It’s used by equipment distributors, business associations, and marketing firms to manage field activity, membership records, and financial syncing, all in one platform.
Trusted by organizations like Youngman Richardson, Evolution Marketing, and Progressive Panmure, the system supports role-based access, consistent audit trails, and tailored workflows across diverse operational needs.
Still doubtful if XACT software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
XACT Software Features
A live data connection shows Xero balances and invoice history in ACT! without syncing. You can generate quotes, invoices, and customer records directly in CRM, maintaining accurate financial visibility and reducing admin overhead.
QuickBooks data appears within ACT!, allowing users to review estimates, create invoices, and check customer balances in one interface. This simplifies sales workflows and avoids repetitive data entry across platforms.
By linking ACT! with MYOB EXO or Accredo, financial and sales data merge automatically, allowing live tracking of stock, quotes, and invoices within CRM for accurate decision-making and fewer errors.
Emails from Outlook or any browser are automatically attached to the corresponding CRM contact. This centralizes communication history and ensures context-rich client records for complete visibility.
Smart dashboard allows you pull data across ACT! and external sources like Excel. Its dynamic, filterable charts and SQL queries help you monitor groups, activity trends, and KPIs from a unified interface.
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