CRM AND MARKETING AUTOMATION
TOGETHER AS ONE
Act! has led contact management for 30+ years, simplifying CRM. It provides a clear view of contacts, interaction history, and user-friendly scheduling and marketing tools. Act! streamlines decision-making for swift action, prioritizing new customer attraction and business growth.
Contact management
Calendar
Insights
Mobility
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- Customizable Welcome Page Start your day with a tailor-fit welcome page featuring the metrics you need to succeed
- Rich Customer Management Virtually unlimited customization with a wide variety of layout options & field types
- Powerful Marketing Automation Build professional looking marketing campaigns that fill your sales funnel
- Dynamic Sales Pipeline Manage your pipeline with visually intuitive sales charts and drag-n-drop sales stages
- Actionable Business Insights Know what your data is telling you with easy-to-use & insightful charts & graphs
- Robust Calendar Management View and share your daily, weekly, monthly schedule or pivot to to-do lists using filters.
- Segment your database with Groups Divide your database into dynamic groups for more targeted marketing success
- Supercharge Act! with Custom Tables Manage all your transactions, contracts, services, or inventory inside of Act!
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A welcome screen with most important information displayed in an easy to consume manner allowing users to manage their day and stay on top of crucial tasks.
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Drill through to Act! List views or send dashboards to PDFs with one click for further analysis.
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New users have the ability to insert demo data to experience Act’s full potential right away.
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Hot leads are populated from your Marketing Automation activity in real time, including email opens, email clicks and landing page form completions.
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Keep rich contact details in one easy to find place – the Act! Contact Record.
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Capture and easily reference complete relationship details, including activities , opportunities, history, notes, documents and more.
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Find what you need with powerful search capabilities.
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Navigate to all Act! featuresfrom the side bar with ease.
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Creat new contacts, calls, meetings and more with quick action buttons.
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Unlock the full potential of Act! with custom tables, enabling you to bring complex data sets, unique business processes and specialized industry pratices together in Act!.
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Select from pre-built campaign workflows with all steps included and relevant email templates attached.
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Get started with 170+ mobile responsive email templates that fit your industry, business and communication style.
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Build highly personalized, responsive-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you.
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See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week or the last 30 days.
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Creat new contacts, calls, meetings and more with quick action buttons.
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Measure engagement of YouTube videos and PDs to pinpoint your companies most impactful marketing assets.
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Forecast and track sales opportunities to stay on top of all new leads.
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View your opportunities in detail, list or pipeline view.
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View the total count and value of all open opportunities in your pipeline view with the interactive sales funnel.
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Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
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Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
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Guide decision making with rich, actionable insights from interactive, graphical Act! Insight dashboards.
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See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis and more.
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Personalize your dashboards with filter for date range, activity types, products and users shown.
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Drill-through to Act! List views or send dashboards to PDF with one click for future analysis.
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Dig deeper with preconfigured reports with the report designer. Export reports to Microsoft Excel, html, pdf and email.
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Easy activity alerts with numerous response options.
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Activities displayed clearly in your choice of calendar views - daily, weekly, work week, or monthly.
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Drillable task lists organized from your calendar view.
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Handy drillable mini-calendar for toggling back and forth months at a time.
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Easy one-click calendar selectors.
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Choose what filters you want to apply to your calendar view to customize what you wish to see.
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Populate groups manually or dynamically based on field values.
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Segment your database for marketing purposes.
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Create Subgroups to organize related groups.
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Create Groups of Contacts dynamically based on custom table values.
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Control who has access to each group for added security.
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Add notes, Histories, Documents to each Group.
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Organize transactional data like a spreadsheet under contacts, companies, groups, and opportunities.
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Calculate column totals, averages, minimums and maximums, and count.
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Use Quick Filter to find values across all columns
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Use Column filters to narrow your data view by a particular value, like Record Manager.
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Group records in Act! by custom table values.
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