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
Premium Cloud
Companion App
Marketing Automation
Custom Tables
3rd Party Zappier Connections
Cloud Based
Mobile IOS Android
Sage 50 Link
CRM
Popular Apps & Integrations
Act! Companion
Mobile APP
Enjoy everywhere access to Act! contact, group, and company details. Add a prospect or update a customer's info easily on the fly. Scan business cards and use powerful search capabilities to help you find the info you need in an instant.
Calendar, Activities, & History
Stay on top of your day with an organised view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.
Sales Pipeline Management
Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app.
Actionable Dashboards
Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, win/loss analysis, and so much more.
Interactive Maps
Know more about where you're going and what's around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area.
New Act! Premium Cloud Mobile
Features
Built to the latest accessibility and usability standards, Act! Premium Cloud Mobile is the most modern, intuitive, and performative Act! mobile app yet. Available for Android or iOS, exclusively to Act! Premium Cloud subscribers.
Sage50 Link
Act! Link for Sage 50 Accounts
Has been specifically designed to work with the latest editions of Sage 50 Accounts
As well as the automatic linking process Act! Link for Accounting allows users to link, re-link or unlink individual records manually giving them full control of the process.
Using Act! and Accounts but tired of constantly swapping between them? Save you and your business time with the new Act! Link for Accounting! It’s easy to link your records together giving your Act! users the ability to view important Accounts information within Act!
Create Accounts, Orders and Invoices
It’s not just a way to view information. Act! users that also have access to Sage Accounts can create invoices and sales orders directly from the linked Act! record**.
Create powerful searches, groups, reports and more within Act! using the accounting data available directly on linked Contact or Company records.
Latest Sage 50 Link Orders and Invoice Lines
t’s not just a way to view information. Act! users that also have access to Sage Accounts can create invoices and sales orders directly from the linked Act! record**.
Create powerful searches, groups, reports and more within Act! using the accounting data available directly on linked Contact or Company records.
Custom Tables
Custom Tables Option. Allowing the creation and design of Additional Tables in the Database linking existing tables together creating a hierarchial structure with the ability to report and Filter.
AMA Act! Marketing Automation
Makes it simple to optimise all the ways you communicate with prospects and customers to maximise engagement and drive business growth.
AMA Features
Templates
There are 2 Template editors to use:
Drag-and-Drop and WYSIWYG
Easy to create templates or import your own Drip Marketing
Create intelligent email campaigns that can send automatically on a schedule
Can be based on triggers, actions, previous recipients Landing Pages/Web Activity
Great way of creating webforms for leads and opt-ins to your email campaigns
Use HTML script to embed forms into your website
Now with SMS Messaging as an option
Linktivity for Premium Cloud
Supercharge your productivity with new tools and workflows to create interactive quotes, generate leads, manage event registrations, and provide self-service appointment booking
