Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—the Act! contact record—for a complete view of your customer relationships. Seamlessly move your customer information from your current CRM solution with ease.
Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.
Key features: Contact Management – Groups & Companies – Activity Tracking & Alerts – Custom Tables
Optimise all the ways you communicate with prospects and customers with Act! Marketing Automation1 to maximise engagement and drive business growth. Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritising follow-ups, and delivering a composite view of customer engagement in a single solution.
Key features: Campaign Management – Template Editor – Lead Management – CRM Workflow – Response Metrics
Manage opportunities using a simple, out-of-the-box sales process or one you configure to fit your business. Track products or services, status, days open, probability of close, documents, and more with every sales opportunity.
See a complete, visual representation of your sales pipeline to project revenue, adjust your strategy, and quickly focus your efforts. In-context KPIs help you understand the health of your pipeline at-a-glance.
Key features: Opportunity Tracking – Sales Process Automation – Pipeline Management – In-context KPIs
See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making. Dig deeper with one of 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, PDF, and email for further analysis or sharing with your team.
Key features: Act! Insight Dashboards – Custom Dashboards – 50+ Reports – Custom Reports
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™2 — a valuable active subscriber benefit!
Connect with hundreds of popular apps that extend the power and reach of Act! — a valuable active subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.
Check out this brief 2-minute video to see how you can grow your business with Act!