Case Study: Fleetmaster achieves streamlined customer management and operational efficiency with Act!

How Fleetmaster Found its Perfect-Fit CRM Solution with Act!

Fleetmaster, a provider of compliance and safety solutions for the commercial transportation industry, struggled to keep customer records, orders, tracking and regulatory details organized with limited staff and resources. The company needed a simple, affordable CRM that could be tailored to its workflows—alternatives like HubSpot and Zoho proved too complex and costly for their size.

Fleetmaster adopted Act! and, over more than 20 years, customized it to capture POs, invoices, shipment details and customer requirements, making the platform central to daily operations. The result was streamlined workflows, better customer follow-up, reliable support, and continued business continuity through slow periods like the pandemic—delivering cost-effective efficiency without costly migrations.

Fleetmaster

Verne Epstein

SVP & Managing Director