Certified Act! CRM Consultants & Training Services | Act! Platinum
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Act CRM Software - Act Software is a Top CRM for Small and Midsize Businesses

EVERY BUSINESS NEEDS CRM SOFTWARE

FREE CRM TRIAL

Unlock the Full Potential of Your Act! CRM with Our Expert Consultants – Specializing in Act! CRM and Marketing Automation Solutions

Unlock Your Business’s Full Potential with an Act! Certified CRM Consultant by Your Side

 

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

Act! Database Customization

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! Marketing Automation

We 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

CRM and Marketing Training

Act! 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

Act! Professional Services

As 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

See 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)

FREE UPGRADED ACT! CRM 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!  

 

FREE with Your Act! Premium Subscription Purchase

CHECK OUT OUR ACT! CRM INDUSTRY SOLUTIONS

We created industry specific CRM, vertical solutions for Act! CRM Software. In addition our vertical CRM options are designed for the latest version of Act!.  And are bundled with Act! Premium Cloud as well as Act! Premium Desktop products.

 

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.

Act! Software Vertical CRM Industry Solutions

Vertical CRM for Act Software – CRM Software Solutions for your Industry

GROW YOUR BUSINESS WITH ACT! CRM SOFTWARE AND ACT! MARKETING AUTOMATION

WITH ACT! CRM SOFTWARE PRODUCTS YOU GET:

  • The power of both Customer Relationship Management CRM and Marketing features, all in one budget friendly platform.
  • An easy-to-use feature set that has been fine tuned because of feedback from millions of users.
  • Act! Software forms to all the unique ways you work and not the other way around.
  • A feature-rich and tailored platform with flexible use options to work in the ways you do business.
  • Act! Software is perfect for small and mid sized businesses.