XACT Software

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.

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.