Act! CRM

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Customer Reference Score
4.7
Technical Details Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses

Overview

Act! is a CRM platform that brings together activities, notes, account history, and contacts in a single, centralized place. With this software, you can track interactions, send email campaigns, manage customer and prospect info, and take notes using one interface.

Act! provides sales and marketing automation features and is ideal for businesses in any sector. It allows you to manage account info such as pending opportunities, lead data, and contact details. The solution’s inbuilt functionalities enable you to track status changes, competitors, lead sources, and more. It also presents a shared team calendar that permits you to monitor sales activities and manage multiple schedules.

Act! integrates seamlessly with popular programs like Google, Dropbox, Outlook, and Office, and social networks like LinkedIn and Facebook. The platform is also accessible from Android and iOS devices.

Benefits

Deliver Targeted Messages

With Act! CRM, sales teams can organize their contact, calendar, and customer information. The application offers a holistic customer overview with lead and opportunity management features. Sales teams can segment prospects to send targeted messages with the software’s emailing tools. You can use the shared calendars functionality to schedule and monitor events.

Useful Capabilities

Act! facilitates the automation of follow-up activities like lead assignment, email scheduling, meeting scheduling etc. The program offers features for creation, sending, and monitoring emails, and smart prioritized contact lists. Utilize the Smart Task functionality to manage only hot leads. Sales managers can measure and track performance with the reports and dashboards on pipeline efficiency, emailing campaigns, and lead sources.

Other Advantages

Sales teams can leverage the contact management and email marketing capabilities to develop closer relationships with customers to boost sales.

Act! stores all your customer and contact details (notes, history, etc.) accessible in a single location to help you easily organize, prioritize, and follow up on sales and prospection activities.

Finally, you can access your customer and contact details from anywhere using your Android or iPad/iPhone device.

Product Features

  • Task management
  • Social media integration
  • Shared contacts
  • Segmentation
  • Search/filter
  • Sales pipeline management
  • Quotes/proposals
  • Prospecting tools
  • Mobile access
  • Marketing automation integration
  • Lead scoring and management
  • Interaction tracking
  • Email marketing
  • Document storage
  • Contact management features
  • Contact import/export
  • Contact database
  • Calendar/reminder system

Pricing

Act! 365 Plan - $10/user/month (billed annually)

Act! Premium Plan - $35/user/mo (billed annually) or $25 for self-hosted

  • Online, offline, and mobile access
  • Contact management
  • Groups and companies
  • Activity tracking and alerts

Act! Premium Plus Plan - $45/user/mo (billed annually) or $35 for self-hosted

  • Includes all features of the Act! Premium Plan

Act! Pro Plan - $299.99/user

  • Desktop access

Includes all features of the above 2 plans, plus:

  • Act! emarketing

Act! Support Plans & Pricing

Subscription required for all 3 plans.

  • Standard Plan - $0/month
  • Premier Plan - $5/month (billed annually)
  • Ultimate Plan - $10/month (billed annually)

Customer Support

Phone Support
Live Support
Support Tickets