What's new in Act! v21

The next generation of Act! is here.

When proven CRM meets powerful Marketing Automation, the possibilities are limitless! Act! provides the ultimate toolset to grow your small business.


Dynamic sales pipeline management

Stylised Dynamic Sales Pipeline Management.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.

  • Interactive sales funnel
  • In-context KPIs
  • Landing Pages/Web Activity.
  • Actionable sales pipeline
  • Advanced filters to see data by rep, sales stage, date range, and more

Opportunity Tracking | Sales Process Automation | Pipeline Management | In-context KPIs

Act! Marketing Automation

Optimise all the ways you communicate with prospects and customers with Act! Marketing Automation 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.

  • Templates: Drag-and-Drop and WYSIWYG.
  • Drip Marketing: Set send schedule, set triggers and actions for mail responses.
  • Landing Pages/Web Activity.
  • Web Activity - Fantastic way to monitor activity on your website.
  • Admin Tasks: Manage Users, suppression lists, Custom Fields and so much more.

Campaign Management | Workflow Designer & Template Editor | Lead Management | CRM Workflow | Response Metrics | Deliverability

Act! Custom Tables available to active subscribers

Self hosted or Cloud

Do you maintain complex data separate from Act!, because you struggle to find the right place for insurance policy details, product catalogues, mortgage information, or project management dates? Unlock the full potential of Act! using Custom Tables Manager and Industry Templates in the new Act! Premium Plus. Custom Tables Manager provides maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act! to manage your business. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies,groups, and opportunities for easy reference. Plus, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more.

  • Asset Tracking
  • Event Management
  • Financial Services
  • Recruitment
  • Membership
  • Project management
  • Service management
  • Support management
  • Training
  • Any specialised use

Act! Business Insights

Dashboards now include Custom tables data

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+ pre-configured 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.

  • Average Time in Stage
  • Marketing Effectiveness/Penetration
  • Business Health
  • Return on Investment
  • Customers Location of Sales by…
  • Productivity by Rep
  • Top Customers
  • Average time to close an opportunity
At CRM Insights

Act! Companion - mobile app

Stay connected to key Act! Premium details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™ . Create and update contacts, receive alerts for upcoming activities, capture important history items, and get driving directions with maps. Best part, Act! Companion is included in your active Act! CRM subscription at no extra charge!

  • Create, update, and delete contacts on-the-fly.
  • Schedule and update activities and to-dos.
  • Receive alerts for upcoming activities so you can plan for what’s next.
  • Capture important history items and associate history to contacts or users with @mentions.
  • Schedule and update activities and to-dos.
  • Get driving directions, find nearby places of interest, and navigate to meetings with maps.
  • Gain insight into business and team performance with interactive, graphical Act! Insight dashboards.

Dozens of subscriber-exclusive product enhancements

Enjoy dozens of subscriber-exclusive product enhancements that make Act! even better! Experience improvements to Custom Tables that allow you to quickly assign records and expand list views; plus perform advanced queries and mail merges, manage cascading dropdowns, and specify default columns via the web client. Additional enhancements include the option to attach inbound Outlook® emails to Act! history automatically, intelligent update notifications for offline clients, the option to manage activity types via the web client, enhanced security, and much more!

Find out more about how Act! can assist your organisation

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