From initial setup and customization to training and ongoing support, our Act! consultants have the experience to get you up and running quickly – and keep your CRM running smoothly as your business evolves.
Since 2000, ActPlatinum has helped businesses get more from Act! CRM. As experienced Act! Certified Consultants and the first Diamond Preferred Partner in the United States, we bring decades of hands-on Act! expertise to every project.
Whether you need local assistance or remote consulting, our team works with businesses across the country to make Act! work better for the way they do business. We help you optimize your CRM, improve productivity, strengthen customer relationships, close more sales, and support long-term business growth. From getting started with Act! to improving an existing system, our consultants can help you turn your CRM into a more powerful business tool.
Your business is unique. Your CRM should be, too.
Every business has different goals, workflows, and CRM needs. That’s why we provide flexible Act! consulting services that can be tailored to your business, budget, and objectives.
Our services include:
From planning and implementation to customization, training, integration, and ongoing support, we can be your trusted Act! CRM partner at every stage. Our goal is simple: help you make Act! work better for your business.
When your CRM is designed around your business processes, your team can spend less time managing software and more time building relationships, following up with customers, closing sales, and growing revenue.
Whether you need help with one specific area or a complete Act! implementation, our proven five-step process helps ensure your CRM is designed around your business and built for long-term success.
We start by understanding your business.
We listen to your goals, challenges, workflows, and requirements to determine the right Act! products and services for your business. From there, we develop a clear plan of action designed around your objectives.
We configure Act! to work the way you work.
Whether you need a few additional fields or a highly customized database with hundreds of fields, we can tailor Act! to your specific requirements. The result is a CRM system designed around your business – not the other way around.
We help you move your data with confidence.
Moving from spreadsheets or another CRM? We can review, clean, organize, and prepare your data for import. For example, we can use Excel tools to identify formatting issues and clean your data before it is brought into Act!
We connect Act! to the tools you already use.
Create more powerful and efficient workflows by integrating Act! with Microsoft products and other third-party applications. We can also help connect Act! with tools such as Zapier and other solutions through Act! Connect Link.
We make sure your team knows how to use it.
Training is one of the most important parts of a successful CRM implementation. We provide customized training based on your specific Act! configuration and business processes – from new users and sales teams to administrators and advanced users.
Whether you need one step or all five, our experienced Act! consultants can help you build, improve, and maintain a CRM system that supports your business today – and grows with you tomorrow.
Ready to get more from Act! CRM?
Let our experienced consultants help you improve your workflow, maximize your Act! investment, and build a CRM strategy designed for growth.
