Act! Project Management

Act! Project Management

Plan, Track & Collaborate Efficiently

Act! Project Management, integrated with Act! Premium CRM Cloud, makes it easy to organise tasks, assign responsibilities, and monitor progress—all within a centralised workspace. Skip the complexity of traditional tools and manage projects seamlessly alongside your contact and sales data, keeping your team aligned and on track from start to finish.

Stay Organised & Keep Projects on Track

You don’t need formal project management training to stay organised. With Act! Project Management, available through Act! Cloud, you can easily manage tasks, track progress, and collaborate with your team—all within the CRM you already use. It’s a simple, effective way to keep projects moving forward without adding complexity.

  • Convert project tasks into Act! tasks and keep everything in one place.
  • Track task completion percentages, reorder tasks, and adjust schedules with ease.
  • Link projects to Act! contacts and opportunities, ensuring all comments, activities, and histories are logged for full visibility.
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Manage Projects Your Way with Customisable Tools

Every project has unique needs. With Act! Project Management, part of Act! Premium CRM Cloud, you can tailor workflows, set task priorities, and track progress in a way that suits your team—whether you’re following a structured methodology or need the freedom to adapt as you go.

  • Use Gantt charts, reports, and dashboards
  • Customise task management for different workflows
  • Adjust priorities and deadlines as projects evolve

Project Management is included with an Act! Advantage Professional or Ultimate subscription

Act! Advantage Standard

Not Included

Act! Advantage Professional & Ultimate

Included