Act! Premium Hosted CRM Software

CONTACT MANAGEMENT

RICH CONTACT MANAGEMENT
Keep the important details on your Customers and Prospects.  As well as anyone else you do business with.  In other words a central place to keep you and your team organized. 

You will also have all the standard Act! Premium CRM Features.  Namely Notes, Histories, Activities and Calendars, Documents, Secondary Contacts, as well as Relationships and more!  In addition the program has powerful search features.  So you will be able to find any data and in any place within the database.

NOTE: Image is our FREE Upgraded Database Contact View

GROUPS AND COMPANIES

GROUPS AND LISTS ORGANIZE YOUR CONTACTS
With Act! Premium Software you create Groups as a way of organizing and managing your contacts.  The contacts within a group could have a specific tie such as an industry, region, product or a random association.  You also can define rules to add members to the Group. In addition the Marketing feature uses Groups for targeting your messages.

COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts linked with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a detailed view all on the Company record.

MARKETING AUTOMATION

ACT! PREMIUM HOSTED SOFTWARE INCLUDES THE BASIC ACT! MARKETING AUTOMATION PLAN

Optimize your customer journey. First from initial contact then to retention.  And finally build loyalty.  With email marketing outreach in each step.

Let the program do the work for you with campaigns.  All sent to targeted lists in Act!.  For instance campaigns are triggered based on rules you define.  Thus leading your contacts down a highly personal path.

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates and an Easy to Use Template Editor

ACTIVITIES AND CALENDARS

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE

One of the key features of Act! is its ability to schedule and help you manage your day. Track and arrange meetings, calls and other activities associated with your contacts and thus stay productive.  In addition relate your tasks to one or multiple contacts, opportunities, companies and/or groups.  Also set alerts to keep you on top of your scheduled items.

EMAIL INTEGRATION

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
By integrating your Email program it lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.

SALES PIPELINE

DYNAMIC SALES PIPELINE MANAGEMENT
Opportunities in Act! are used to keep info on the sales of your products or services.  Track details such as probability of close lead source, status, and more.  Have a total over all view for every opportunity and control of your sales pipeline.

Manage your pipeline more effectively and intelligently with sales pipeline management tools.  In addition that helps you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the Pipeline view.  Also featuring in-context KPIs and an interactive sales funnel.  As well as an actionable sales pipeline with drag-and-drop and advanced filtering.

Sales Process – Use an out-of-the-box process or create a custom one for your sales process. You also can create multiple custom processes for different types of products or services.  As well as for different departments or divisions. Complete activities in each stage of the process and keep your sales moving to close.

DASHBOARDS AND REPORTS

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic as well as visual snapshots of real-time metrics that cover productivity and performance.  Also sales pipeline health and win/loss analysis. In addition to other info contained in your database with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

Stay in the know with 50+ reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.  In addition Act! List Views have an Export to Excel feature.  This is where you also produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

STAY CONNECTED WITH THE ACT! COMPANION MOBILE APP

In addition have access to key Act! details from wherever you are with Act! Companion.  This native mobile app is designed for iPhone, iPad, and Android.  Act! Companion is also included in your Act! subscription and at no extra charge.

CONNECT LINK API

ACT! CONNECT LINK

Connect with hundreds of sought after apps.  Immediately extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API.

First start with a few simple steps, then watch as Act! Connect moves info between Act! CRM and the apps of your choice. To illustrate let Act! Connect do the heavy lifting all while you enjoy the benefits of enriched data.

Check out the apps that connect to Act!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Libraries are a great way to review the Act! program and functions.  Above all it is a good way to learn standard features and use. In addition videos are less than 5 minutes to keep them short and to the point.

The training videos are an easy way to learn. In fact video access and are available to all of your employees. Specifically anytime, anywhere, and on any device.