Act CRM Overview
Act CRM is a comprehensive customer relationship management (CRM) and marketing automation solution designed to help small to medium-sized businesses enhance their sales performance, automate marketing processes, and build strong customer relationships.
What Act CRM Does
Act CRM serves as a centralized hub for managing customer data, automating sales and marketing processes, and providing actionable insights to drive business growth. It enables businesses to store and manage detailed customer profiles, interaction histories, and other relevant data in one accessible place. This allows teams to engage in personalized and meaningful communications with customers, fostering long-term loyalty and improving overall customer satisfaction.
Key Features and Functionality
Customer Relationship Management
- Contact and Account Management: Act CRM allows users to keep rich customer details, including emails, documents, notes, history, and activities, all in one easy-to-find place.
- Groups & Companies: Associate contacts with their respective companies to manage engagements comprehensively.
- Relationship Timeline: Visualize the chronology of all activities and communications associated with a customer or prospect.
Sales Force Automation
- Sales Pipeline Management: Track opportunities through every stage of the sales process using a highly visual interface. This includes segmenting deals by region, sales stage, or product, and accurately forecasting future sales performance.
- Opportunity Tracking: Manage sales opportunities using a configurable sales process, tracking products or services, status, days open, probability of close, and more.
- Sales Process Automation: Automate sales processes to ensure teams stay on track and advance deals efficiently.
Marketing Automation
- Email Marketing: Create and send impactful email campaigns using customizable templates. Track real-time campaign metrics, including opens, clicks, and comparative stats.
- Campaign Management: Engage prospects and customers with response-driven nurture marketing campaigns sent to targeted lists automatically using defined criteria and triggers.
- Lead Management: Capture leads and drive engagement through automated workflows and landing pages.
Activity and Calendar Management
- Task & Activity Management: Track and prioritize calls, meetings, and to-dos associated with contacts. Use the Act calendar to see planned activities for the day.
- Notifications and Alerts: Ensure no task goes unnoticed with notifications and alerts that keep the team on track.
Reporting and Analytics
- Act Insight Dashboards: Monitor sales, marketing, and business health KPIs through interactive, graphical dashboards. Generate detailed reports on sales performance, customer engagement, and campaign effectiveness.
- Custom Reports: Create custom reports using the report designer and export them to Microsoft Excel, PDF, or email for further analysis or sharing.
Integrations
- Office and Outlook Integration: Interact seamlessly with Microsoft Office and Outlook, enabling features like exporting to Excel/Word and integrating contacts, calendars, and emails.
- API and Data Import: Use the API to extend or augment data or functionality and import customer information from other CRM solutions with an intuitive import tool.
Customization and Flexibility
- Custom Tables: Manage detailed, industry-specific data with custom tables, such as insurance policies, service contracts, or projects.
- Unlimited Customizations: Enjoy unlimited customizations, including custom fields, dashboards, and reports, to tailor the CRM to specific business needs.
Versions and Deployment
Act CRM is available in several versions, including Act Pro, Act Premium, and Act Premium Plus, each offering varying levels of functionality to meet different business needs. These versions can be deployed online via the cloud or installed on your own servers, providing flexibility in access and deployment.