How to Connect Act! with SmartOffice (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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SmartOffice

★★★ 3.6

Crm Industry Specific Crm

A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Full Review

About These Tools

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

SmartOffice: A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

SmartOffice

Client management
Policy tracking
Activity management
Reporting
Document management
Workflow

Pricing

Act!

Subscription $30-$50/user/month

SmartOffice

Subscription Custom pricing

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

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