How to Connect Act! with Roam Research (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Roam Research

★★★★ 4.0

Documentation Project Management Ops

Note-taking tool for networked thought with bidirectional links, block references, and graph database structure.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Roam Research: Note-taking tool for networked thought with bidirectional links, block references, and graph database structure.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Roam Research

Bidirectional links
Block references
Graph view
Daily notes
Queries
Templates

Pricing

Act!

Subscription $30-$50/user/month

Roam Research

Subscription $15-500/mo

Detailed integration guide coming soon. We're researching the specific ways Act! and Roam Research work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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