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Act! CRM
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Act! CRM

Overview
Synopsis

Act! is a contact and customer management software made for small businesses and entrepreneurs. Act! Essentials give the user organized access to key customer details and powerful email marketing, making it easy to grow a business.

Category

Opportunity Management Software

Features

• Opportunity Management
• Contact and Activity Management
• Sales and Opportunity Tracking
• Email Marketing & eMarketing
• Integration and Automation

License

Proprietary

Price

• Get started for free
• Standard $0 USD /month (billed annually)
• Premier $5 USD /month (billed annually)
• Ultimate $10 USD /month (billed annually)
• Act! Essentials $10 USD /User/month as $ 10 USD/user/month
• Act! Pro $29999 USD/user
• Act! Premium $35 $25 for self-hosted USD/user/month (billed annually)
• Act! Premium plus $45 $35 for self-hosted USD/user/month(billed annually)

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Act CRM

What is best?

• See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards — a valuable active subscriber benefit!
• Focus on the hottest leads with prioritized Call Lists1 ranked by level of campaign interaction, allowing the user to contact those most interested in their campaign.
• Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, HTML, PDF, or email.

What are the benefits?

• Make every interaction count with quick, organized access to highly personalized customer details.
• Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place — the Act! contact record.
• Organize similar contacts into groups and companies to deliver targeted communications.
• Track and prioritize meetings and activities associated with the contacts to stay productive.
• Benefit from alerts that keep the user on top of your customer commitments.
• Enables the user to bring complex data sets, unique business processes, and specialized industry practices together in Act! to manage the business.
• Drive demand and close deals faster with integrated email marketing and powerful sales tools.
• Create, send, and track professional, mobile-friendly email campaigns proven to drive sales with integrated email marketing.
• Manage opportunities using an out-of-the-box process or one the user customize.
• Complete activities in each stage of the sales process to keep deals moving.
• Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of the sales pipeline.
• Gain a deep understanding of business performance with rich, actionable insights.

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
8.2
Features & Functionality
7.6
7.5
Advanced Features
7.6
Integration
7.6
Performance
7.6
Customer Support
7.6
Implementation
Renew & Recommend
Bottom Line

Act! is a contact and customer management software made for small businesses and entrepreneurs and the Act! Essentials give the user organized access to key customer details and powerful email marketing, making it easy to grow a business.

7.6
Editor Rating
7.9
Aggregated User Rating
1 rating
You have rated this

Act! is a contact and customer management software made for small businesses and entrepreneurs. Act! Essentials give the user organized access to key customer details and powerful email marketing, making it easy to grow a business. Act! Essentials is simple to learn and easy to use so the user can get started right away. Act! helps the user to send the right messages to the right people. The user can easily create eye-catching emails using templates that they can customize with their own message, logo and images. The user can use groups to intelligently segment their contacts and deliver engaging, relevant messages, to the right people. Real-time campaign reporting lets the user see who has opened and read the emails and how often. The user can follow-up the email campaigns with an automated intelligent Call List that prioritizes the hottest leads, based on their level of campaign interaction. The user can create new opportunities that can track status, value, and estimated close dates, and tailor custom fields to suit their business. The user can schedule timely activities, with reminders, to keep their opportunities progressing. The user can get a complete overview of their sales pipeline and see where to focus their next activity to move prospects to the next level. With Act!, users can make notes, manage different prospects, access customer information, and track interactions on a single friendly interface, instead of making use of spreadsheets, or documents, or other multiple software. Act! has applications for sales and marketing automation and is suitable for companies in various industries. The software also provides a holistic customer view with the help of opportunity and lead management tools. Act! enables users to access contact details and editions for relationship tracking that includes stats, competitors, sources, opportunities etc. with Act!, sales teams can segment customers and deliver targeted messages to them by emailing campaigns within the software. A shared calendar feature integrated into the app helps in scheduling and keeping track of events. Moreover, with Act! Users can follow up activities automation that includes meeting scheduling, email scheduling, lead assignment etc. The software allows managers to track and measure performance with dashboards and reports on the lead sources etc. As Act! allows you to integrate it with your email, you are able to open and manage emails within the CRM.

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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