Why Should I Use a CRM?
Act! CRM is a valuable tool for businesses seeking to strengthen customer relationships. It organizes all your customer information and tracks interactions, making communication and service more seamless. With a CRM, your teams can work together seamlessly and stay in tune with your customers’ needs. Additionally, it handles repetitive tasks, saving time and minimizing errors. Ultimately, this can lead to increased sales, happier customers, and effective management of your client relationships.
Get and Stay Organized
Centralize and secure your vital customer data in a user-friendly and organized solution. Configure to unique specifications, and easily access key customer information in the office or on the road.
- Centralized Customer Data-Track calls, emails, notes, tasks, documents, quotes, and more in one organized place.
- Calendar & Email Integration—Keep Office and Google contacts, appointments, and emails in sync with Act! at all times.
- Powerful Search – Locate the detailed prospect or customer information you need instantly.
- Relationship History – Personalize every interaction based on a holistic view of the customer’s account history.
- Integrated Email Marketing– Easily create compelling email blasts or drip campaigns, and amplify your reach by sharing across social media.
- Mobile Access– Be informed and prepared while in the office, at home, or on the road.
Stay productive and up-to-date from anywhere with Act! Mobile!
Act! is a CRM and So Much More!
Act! Sidebar for Outlook
Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.
Custom Industry Tables
Bring complex data sets, unique business processes, and specialized industry practices together with Custom Industry Tables.
SMS Text Messaging
Use integrated SMS text messages to send and record personalized messages directly from Act!
Interactive Quotes
Create and share professional, customizable online interactive online quotes that clients can view and approve in real time—helping you close deals faster.
Act! Accounting Link
Seamlessly connect Act! with Accounting software* to sync customer records, access financial insights, and view key metrics.
*Supports integration with Xero, QuickBooks, and MYOB.
