Act! Channel Partners
Software
Premium
Self Hosted
Marketing Automation
Custom Design
Flexible, Powefull CRM for Today's Business
Cloud Based
Insights
64 Bit Technology
CRM
Designed for the Small and Medium Sized Business.
Act! CRM is a proven Software package and with the Powerful Marketing Automation, there are even more possibilities. Act! provides the ultimate toolset to build relationships, maximise engagement, and drive business growth and at a great price.
Turbocharged Performance - Windows 11 - Office 2019 Compatibilty - SQL 2019
Office Integration - Marketing Enhancements
Act! CRM Premium Desktop or Cloud
Choose Act! Premium for your Contact Management Solution.
Basic Marketing is included with the option of true Marketing Automation, and SMS.
Rich Customer Management
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.
Powerful 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.
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.
Actionable Business Insights
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.
Popular Apps & Integrations
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile app designed for iPhone®, iPad®, and Android™ 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.
Key Recent Features
Installer and Technology Updates
AMA Act! Marketing Automation*
Opportunity Enhancements
List View - Pipeline
Act! Insight Custom Tables*
Outlook Integration improvements
Activity Invitations
Activation Wizard Enhanced
Web and Cloud Experience
Office 2019 v21.1 Integration*Premium Subscription Required
Text Messaging Option