NO CUSTOMER DATA SENT TO AI

impact Builder

Tell the Coach what you want, and Impact Builder helps create it.

Build the ACT! tools you wish you had.
No extra add-ons. No extra plugins.

Create ACT! reports, buttons, forms, templates, and workflows using plain language — while your ACT! customer records stay on your desktop.

$20
per PC / month, billed annually
Download Free Trial Add to Cart
Impact Builder for ACT! CRM

Build useful ACT! tools without starting from scratch.

Impact Builder is focused on creating the ACT! tools users ask for most: reports, actions, buttons, templates, and workflow helpers.

Reports

Ask for the report you need in plain language. Impact Builder helps shape the request so ACT! can return useful lists, summaries, and business output.

Actions and Buttons

Create ACT! buttons and actions for common work like emails, maps, calls, webhooks, directions, follow-ups, and other repeatable steps.

Workflows and Templates

Turn rough ideas into clearer instructions for ACT! workflows, reusable templates, and practical automations that fit how your team works.

Privacy-focused by design.

Impact Builder does not include Research Mode. It is designed for users who want help creating ACT! tools without having selected customer history, notes, activities, or opportunities summarized by AI.

The Coach Impact AI Studio for ACT! CRM turn rough ideas into clear instructions.

You do not have to know the perfect wording. Start with what you want to accomplish in ACT!, and the Coach helps refine it into a better request.

Create a follow-up activity for the current contact.

Build a report showing open opportunities by sales stage.

Create a button that opens directions to this contact.

Send an email using a template and the current ACT! contact.

Impact Builder is made for everyday ACT! work — not technical users only. Tell the Coach what you want to do, then review and run the result from your desktop.

What Impact Builder includes

A focused toolset for building and automating inside ACT! without the Research Mode features included in Impact AI Studio.

Report Mode

Create ACT! lookups, summaries, and reports from plain-language requests.

Design Actions

Build buttons and actions that help users move faster inside ACT!.

AI Coach

Get help turning short ideas into clearer instructions that Impact Builder can use.

No Research Mode

Customer histories, notes, activities, and opportunities are not summarized as part of the Builder product.

Need customer-history summaries too?

Choose Impact AI Studio when you want everything in Impact Builder plus Research Mode for selected ACT! contact history, notes, activities, opportunities, and contact details.

Ready to try Impact Builder?

Start your free 30-day trial. No credit card required.

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Impact AI Assistant
Hi! I’m the Impact AI Assistant.

Tell me what you’d like to do in ACT!, and I’ll show you how Impact AI Studio can help.
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