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Act-On

Marketing automation platform covering the full customer lifecycle

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Act-On is a CRM-agnostic marketing automation platform for midsize and enterprise teams that manage engagement across the full customer lifecycle, from awareness through advocacy rather than lead generation alone. It connects to existing systems including CRM, ERP, and financial services platforms, activating customer data wherever it lives.

Core capabilities include journey orchestration with a drag-and-drop automation builder, multi-channel campaigns across email, SMS, web, social, events, and direct mail, segmentation and multidimensional scoring, and AI features such as InSite web agent, predictive lead scoring, True Open, Adaptive Send, AI Create, Subject Line Optimizer, and an agentic data analysis tool. Integrations cover Salesforce, Dynamics, Sugar, NetSuite, Zendesk, Zoom, WebEx, Zapier, and Integrately, alongside Data Bridge APIs and webhooks. Reporting and analytics include attribution reporting and natural-language data exploration.

Act-On is aimed at marketing teams in midsize and enterprise organizations, including distributed models such as branch offices and franchises, and serves industries including financial services, manufacturing, professional services, and technology. Support packages, professional services, and email deliverability services are offered separately. Pricing details are available on request through a demo.

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