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Swiftpage Act! CRM Pro

Act! CRM ProAct! Pro is perfect for individuals or small teams of up to 10 users. It enables you to get organised by providing a complete view of your customer contact information, a history of past interactions, schedule/calendar of future activities, and details of sales opportunities.

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

Gain detailed information about your customers and contacts

With Act! Pro you can drill down into specific details about your business relationships. Up to date information regarding contacts, customer notes, calendars and history is at your fingertips.

  • Manage customer contact information in addition to, activities, history, notes, opportunities, documents, social media profiles and more in a single location.
  • View a complete history list at a glance and drill down by date, type of history, user or keyword to easily find information relating to past interactions. Export this data to Excel for easier reporting.
  • Automatically link new and existing contacts to company records, providing you with a detailed view of relationships by person and organisation.

Maximise efficiency

Act! CRM helps you to manage daily tasks, empowering you to be more effective in your interactions with customers. Act! allowas you to…

  • Monitor scheduled/diarised activities and associate them with your contacts for a more complete view of the development of customer relationships.
  • Be notified when scheduled tasks fall due, allowing you to rest easy in the knowledge that important customer related tasks are never overlooked.
  • Share visibility of customer relationships across your team so that all customer-facing staff have the same information about your clients, and the customers themselves enjoy a consistent experience whoever they deal with.

Seamlessly integrate with the tools you rely upon everyday

Act! CRM is able to integrate seamlessly with a range of productivity and social media tools including Microsoft Office (Outlook, Word & Excel), Google suite (Gmail, Contacts & Calendar), Facebook and LinkedIn.

  • Outlook emails may be automatically recorded against the associated contact record, creating a comprehensive historyof customer interactions.
  • Act! CRM Contacts and Calendar data may be synchronised with Microsoft Outlook and Google Contacts/Calendar, providing users with up-to-date information across all applications.
  • Contact information from popular social media sites may be exposed within Act! for more up to date information about your customers.

 

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