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Most CRM software offers standard functionality right out of the box. To turn it into a real business differentiator, our consultation services help you get the most from the system — customising it specifically for the way your business works, and increasingly, using AI to go beyond what standard configuration alone can do.
We tailor your system starting with your organisation’s own “vocabulary,” what you want to track, who should have access to what, the reports you need, and how the interface should look. We can also build AI-powered capabilities into the mix — from intelligent data entry and automated insights to AI-driven recommendations tailored to how your team works. Together, these customisations make the software easier to use and give your organisation a genuine competitive advantage.
See your Act! data from a perspective you may not have seen before. Get a real handle on your organisation’s critical business metrics, with a deeper understanding of individual and team performance.
Act! provides 88 pre-configured reports covering Contacts, Groups, Companies, Opportunities, Sales Pipeline and Activities. Smarter Business adds custom reporting and report automation — emailing them out on a time-specific basis, with AI used to surface the trends and anomalies worth your attention rather than just the raw numbers.
Act! Dashboards and Insights (Premium & Cloud subscribers) give you a comprehensive, visual summary of activities and opportunities in a single view — tracking KPIs and other business metrics in an interactive, at-a-glance format.
Let us unlock these insights for you. We’ll build custom reports, dashboards and new ways of seeing your data — using Act!’s own capabilities, or AI tools like Claude, ChatGPT, Gemini or Microsoft BI to go further still.
Get your apps talking. Speed up your workflow and eliminate duplication with AI-driven application integrations and connections.
Integrate your disconnected processes so all your business systems work as one. Improved workflow, sharpened by AI, makes your business more agile and responsive to customers and changes in the marketplace.
The benefits of integration combined with AI and automation add up to a more productive organisation with reduced costs. Get Smarter Business on your side and App integrations and automation are no longer the preserve of large organisations — we make them affordable.
Grow your business and improve workflow with AI-powered add-ons that automate and connect with your other business systems. Say goodbye to time-consuming, repetitive tasks. Setting up AI and automation can be time-consuming and complicated, so call in the experts — Smarter Business.
The benefits of AI, automation and app integration add up to a more productive organisation with reduced costs. They’re no longer the preserve of large organisations — we make them affordable.
Say goodbye to time-consuming, repetitive tasks. Act!, together with Smarter Business’s MCP products, AI tools, and other app developers and integrators such as Zapier, gives organisations the opportunity to automate the work that used to eat up your day. Setting up AI and automation can be time-consuming and complicated, so call in the experts — Smarter Business.
Successful CRM relies on the smart use of technology, and by customising, automating and integrating with AI, you bring it to the very heart of your organisation.
Many businesses have an online presence and use forms to capture and generate leads from landing pages, gather feedback from website visitors and invite customers and prospects to upcoming events. Act! CRM integration with Act! email marketing or Link2forms can offer:
With Act! email marketing or Link2forms web forms, landing pages and surveys integrated within Act! it is simple and quick. It saves time and streamlines the lead generation process by capturing website visitor’s information directly into your CRM.
With Act! emarketing emails are easy to create, send and track. No more spending time importing and exporting of contacts to 3rd party email systems. Act! lets you easily segment your contact recipients and email your message to them. It is cost-effective and a very time efficient way to grow your business by regularly communicating with your customers and prospects with the right message at the right time. Want to know the hottest leads to follow up? No problem Act! emarketing includes Call lists (lead scoring) to help generate sales.
Want to send Surveys through Act! CRM? Swiftpage surveys are also integrated with Act!
Using Mailchimp, Constant Contact or other popular email marketing tools? We offer integration for these and most other email marketing systems. Smarter Business can assist with marketing automation software to help you with:
Sales and service personnel are already using smartphones so make them more productive. Start reaping substantial improvements from their business and give them access to customers and prospects on their devices and at no additional cost when using Act! CRM Cloud.
Mobile technology usage research shows the following:
Close more sales by streamlining business processes starting with your accounting system: Sage, Xero or QuickBooks.
See how CRM integration works with Sage, have a look at this video.
The ability to call all your contacts from your PC or mobile device via Act! CRM using either a phone dialer or VoIP. This functionality can often be a primary ROI driver for many organisations to purchase CRM. This is simple to implement and more affordable than you might think. Act! CRM provide this functionality as part of the annual subscription. The benefits of CTI integration are below and depending on your phone provider some functions will require additional costs.
Act! CRM now provides SMS integration as standard. Instantly send or schedule a text message to any contact or group in Act!. It is great for any application that requires instant communication and it will automatically record the details in the contact history including message detail, dates and times.
Additional charges apply for sending SMS, prices vary depending on the SMS carrier.
What organisations commonly communicate using SMS / text messaging:
| Utilities | Education | Retail | Healthcare | Logistics | Financial services |
|---|---|---|---|---|---|
| Outages | School and social | Confirmations | Appointments | Deliveries | Transactions |
| Service Appointments | Security | Surveys | Feedback | Confirmations | Notifications |
| Upgrades | Schedule changes | Invitations | Reminders | Scheduling | Security |
| Emergencies | Attendance | Loyalty | Vaccinations | Reminders | Anti-fraud |
| Appointment cancellation | Staff notices | Promotions | Information | Updates | Updates |
| Refuse Collection | Urgent notices | Notifications | Health Education | Staff Updates | Balances |
Xact Time & Billing integrates with ACT! Contact Manager to offer the complete job management solution. Now you can manage jobs, customers and accounts all from one place!
SEAMLESS OPPORTUNITIES makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.
LOVE MAKING SALES, HATE DOING QUOTES!
SEAMLESS OPPORTUNITIES makes quoting in Act! easy. Create quotes, tenders or proposals in minutes, create and customise your own templates, pick from your product list, quote in different currencies and track your opportunities.