Act CRM Overview
Act CRM is a comprehensive customer relationship management (CRM) and marketing automation solution designed specifically for small to medium-sized businesses. It is renowned for its robust features and flexibility, making it an ideal tool for managing customer relationships, automating sales and marketing processes, and driving business growth.
What Act CRM Does
Act CRM enables businesses to capture, manage, and analyze customer interactions, activities, and data from a single platform. It helps sales teams build and maintain strong relationships with customers by automating various aspects of sales and marketing. The software integrates seamlessly with popular tools like Microsoft Office and Outlook, allowing users to track emails, documents, and other communications associated with their contacts.
Key Features and Functionality
Customer Relationship Management
- Contact and Account Management: Store rich customer details, including emails, documents, notes, history, and activities, in one easily accessible place.
- Groups & Companies: Associate contacts with their respective companies to manage engagements comprehensively.
- Relationship Timeline: View a visual chronology of all activities and communications associated with a customer or prospect.
Sales Force Automation
- Opportunity Management: Capture and manage key opportunity details such as status, value, estimated close dates, and more. Use a sales opportunity Kanban board to move opportunities through the pipeline with ease.
- Sales Process Automation: Automate the sales process using customizable workflows and stages to fit your business needs.
- Pipeline Management: Track products or services, status, days open, probability of close, and other metrics to project revenue and adjust strategies.
Marketing Automation
- Act Marketing Automation: Engage prospects and customers with response-driven nurture marketing campaigns sent to targeted lists automatically. This feature includes campaign management, template editors, lead management, and response metrics.
Activity and Calendar Management
- Task & Activity Management: Track and prioritize calls, meetings, and to-dos associated with contacts. Use the Act calendar to keep track of daily activities.
- Activity Tracking & Alerts: Receive alerts and track all activities related to customers and prospects to ensure timely follow-ups.
Reporting and Analytics
- Act Insight Dashboards: Access interactive dashboards that provide real-time metrics and insights into individual, team, and business performance. Monitor sales, marketing, and business health KPIs to drive smarter decision-making.
- Reporting: View and customize over 50 preconfigured reports, or create custom reports using the report designer. Reports can be exported to Microsoft Excel, PDF, and email.
Integration and Customization
- Integration with Microsoft Office and Outlook: Export data to Excel/Word and interact seamlessly with Microsoft Outlook for contacts, calendar, and email management.
- Custom Tables and Fields: Manage detailed, industry-specific data using custom tables. Customize layouts, reports, and fields to fit your business needs.
- Act Companion: Stay connected to key Act details from anywhere, ensuring you have access to critical information on the go.
Deployment Options
- On-Premises and Cloud Deployment: Act CRM offers flexibility in deployment, allowing businesses to choose between on-premises installation or cloud deployment. The Act Premium Self Host option supports online, offline, and mobile access, making it highly adaptable to various user needs.
In summary, Act CRM is a powerful tool that streamlines customer relationship management, sales force automation, and marketing automation, providing businesses with the insights and tools necessary to enhance customer relationships, drive sales performance, and boost business profitability.