Getting Started with Act! CRM is Easy

Getting Started with Act! CRMGetting Started with Act! CRM

Act! CRM – 3 Steps and Grow!

By implementing a CRM system you and your and staff can easily share information to track and manage business contacts and focus on sales – improving relationships and the bottom line. Act! is a simple to learn and easy to use a CRM solution and getting started is easy!

1. Pick Your Product

Select the Act! product that is right for you:

Act! Growth Suite – Act! Hosted or Self-Hosted, Act! Growth Suite delivers Act! Marketing and Act! CRM on a single integrated platform at a great price. The Growth Suite products also include the Act! Technical Support service, automatic updates and upgrades, and subscriber-exclusive features. Purpose-built for small and mid-sized businesses, Act! Growth Suite provides the ultimate toolset to build relationships, maximize engagement, and drive business growth.

Act! CRM Cloud – Act! Hosted Web, Mobile and Windows for all size users and workgroups. Get up and running quickly with Act! providing the infrastructure to host your database and delivers the Web and Web Mobile access for you and your users. You can also have an offline client (a remote database that is installed on a Windows machine), one offline client per cloud subscription, that synchronizes with the central database being hosted with Act!. An active Act! Cloud subscription includes the central database hosting service, software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! CRM Subscription – Self-Hosted Windows, Web and Mobile for all size users and workgroups. You have the ability to deploy via Windows on a local network or laptops with remote databases synchronizing to the central database. You also have the ability to deploy via Web and Web Mobile by including a web server and users will have real time access to the central database through their browser or mobile browser. An active Act! CRM Subscription includes software use, Act! Technical Support, Act! Connect to connect with hundreds of popular apps, and Act! software updates during the term.

Act! Pro – Windows only product for single users or small workgroups. 30 Days of Act! Technical Support is available for an additional $40 but does not include Act! Connect or software updates.

Pricing for Act! CRM products can be found on our eStore. And remember, purchasing through our online store will save you 5% on your Act! CRM order using the discount code KEEP5.

2. Implement/Install
With the Cloud product a new database will be created or you can upload your existing Act! database and you are up and running. With the Self-Hosted Growth Suite or CRM products you will install the Act! program and if you run into any installation issues you can utilize Act! Technical Support included with your purchase (Act! Pro requires an additional Support purchase). Once Act! is installed then you will create a new database or update your existing Act! database to the latest version.

Have data to import? Act! can import your contacts from common file types or from another Act! database.

3. Training
Each product comes with a video training library to learn the Act! program features.

Act! CRM is the proven, trusted choice of entrepreneurs, sales teams, and small and mid-sized businesses, because it can be tailored to fit unique business and industry needs. Need customizations? We have a staff of expert consultants that can help design a database for your specific needs – contact us to discuss your project.

Or check out our predesigned databases for the Residential Real Estate, Commercial Real Estate, Mortgage, Insurance and Financial industries that work with Act! Growth Suite, Act! CRM Cloud, Act! CRM Subscription and Act! v21 Pro.