Act! CRM is more than just software — it’s the heart of your customer relationships, sales processes, and business growth. But to harness its true power, you need a trusted partner who will understand your business inside and out. That’s where we come in.
As your dedicated CRM consulting experts, we go beyond simply setting up your Act! CRM. We tailor the solution specifically to your unique business needs, ensuring it fits your workflows and maximizes productivity from day one. Without the right guidance, CRM systems can quickly become overwhelming or underutilized, but with our expertise, you’ll unlock the substantial value from your CRM investment.
What We Do
While Act! CRM is a great 'out of the box' product, if it doesn't quite fit your business we will customize your cloud based or desktop software to suit your needs. Customizations may be simple or complex and can include Custom Tables for Act!
Act! CustomizationWe can help you optimize your customer life-cycle from initial engagement to retention and on-going loyalty with using the Act! digital marketing features. Use marketing automation features to automate workflow between sales and marketing functions
Act! Marketing AutomationAct! CRM Training is the most important part in CRM usage for your business. Our Act! Certified Trainers offer one-on-one and group training via web or at your location and provide tailored sessions to cover the topics and experience level of your users
Training for Act! SoftwareAs Act! CRM Consultants we offer a variety of expert services for Act! Software. From CRM software product selection, project planning, software installation, data migration, add-on selection, app integration, to on-going support and any other needs
Act! Software ConsultingSee what our customers have to say
Ready to transform your CRM into a powerhouse?
Call us at 877-ACT-PLATINUM (877-228-7528)
(hover over image to compare the Upgraded Database to the Standard Database)
As Act experts we’ve taken the standard database to the next level. In addition of including more useful fields we also visually improved the layouts. As a result, our free upgraded database delivers better functionality and ease of use!
Vertical products are for Commercial Real Estate, Residential Real Estate, Mortgage, Insurance, Financial Services and more. Above all these verticals are a great start with added functions. Capture key details and use the custom database for industry specific data.
Coupon Code KEEP5 for 5% discount off your order. Dismiss