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Act! CRM Features & Benefits

Act! CRM Diamond PartnerThink of Act! CRM as the command centre for your sales and marketing teams. It gives you the control and visibility of customer relationships and seamlessly interacts with the productivity and social tools that you rely upon daily. Furthermore you can leverage integrated eMarketing services and take advantage of invaluable intelligence regarding when, where and how to engage with customers and prospects.

Call us on 0115 840 5075 or email to arrange a demonstration, check latest pricing or to request a free trial download.

Act! CRM for Sales Users

Manage and stay in control of your sales pipeline with a selection of in-built sales processes or easily configure your own to support your established business processes.

  • Get an instant overview of your sales – handy customisable dashboards give you a quick overview of your opportunities, sales and product performance
  • Track sales opportunities from the beginning – track each sales opportunity from the initial lead right through to invoicing and closing the sale
  • Keep your accounts up to date with Act! – you can generate sales orders and invoices, and update shipping and payment statuses in Sage 50 Accounts with a few easy clicks*
  • Forecast with a selection of reports – make your forecasting more accurate by adding the probability of winning sales to your opportunities and estimated dates for close
  • Measure your business performance – gain real insight into your sales and trends with a selection of customisable reports to choose from.

*Sales orders, goods received and goods despatched functionality only available in Sage 50 Accounts Professional with an integration component (extra cost).

Act! CRM for Marketing Users

Act! CRM is the platform from which you can manage the communication of all of your updates, promotions, newsletters and letters to individuals or your whole database by email or mail.

  • Know when to send the right message – analysing your sales trends and customer profiles using ACT! makes it easy to know what to send and how to send it
  • Send professional looking communications – choose from a selection of pre-prepared email or letter templates or customise your own
  • Communicate in a way that suits your business – you can use Act! to send emails and letters, and store information about phone calls and meetings.
  • Easily view contacts communication history – everything you send using Act! is stored in one easily accessible section of each of your contacts records.

Seamlessly Interact

With Act! you can seamlessly interact with the business and social tools such as Office, Outlook, Google, LinkedIn, Facebook and Twitter directly from within Act!. Addon components can enhance the capabilities of Act!, for example integration with prominent  accounting solutions gives visibility to sales orders, open quotes and payment status for a more comprehensive view of the customer.

Key features:

  • Act! is extremely flexible and can be configured to support your specific business processes.
  • Act! CRM gives you access to information on-demand via different interfaces such as desktop/laptop, web browser and mobile device.
  • Act! CRM can store individual Contact records as well as Company records. It can also use dynamic Groups to manage Contacts with common characteristics (empowering targeted marketing campaigns and valuable reporting).
  • Act! CRM provides Forecasting and Sales Opportunity tracking. There is also one-click export to MS Excel with auto-generation of pivot tables. Act! Premium users can use external reporting tools to query Act!’s robust Microsoft SQL database tables.
  • Act! CRM can integrate with Sage Accounts software, which enables Sales Opportunities generated within Act! to seamlessly transition into Sage invoices.
  • Act! CRM users can schedule future events and resources for themselves and colleagues or clients using iCal and vCard features.
  • Act! CRM users can exchange data easily with Microsoft Outlook (and synchronise Act! and Outlook Calendars and Contacts).
  • Synchronisation between Act! databases allows sales people to use Act! from home and synchronise data over the Internet safely and securely.
  • Act! seamlessly integrates with social media platforms as well as other web properties, which allows users to make the most of the World Wide Web to better understand prospects and clients.


Call us on 0115 840 5075 or email to arrange a demonstration, check latest pricing or to request a free trial download.