Act CRM Overview
Act CRM is a comprehensive and sophisticated customer relationship management (CRM) system designed to support the growth and profitability of small to medium-sized businesses. Previously known as Sage Act, Act CRM is renowned for its powerful contact management and customer relationship management capabilities.
What Act CRM Does
Act CRM helps businesses automate their sales and marketing processes, enabling sales teams to build and maintain strong relationships with customers. The software integrates seamlessly with popular tools like Microsoft Office and Outlook, allowing users to track emails, documents, and other interactions with contacts efficiently.
Key Features and Functionality
Contact and Relationship Management
- Act CRM allows users to keep rich customer details, including emails, documents, notes, history, and activities, all in one easily accessible place.
- It supports the association of contacts with their respective companies, providing a comprehensive view of engagements.
Sales Force Automation
- The software includes powerful sales process automation, enabling users to manage sales opportunities from start to finish. This includes tracking the status, value, estimated close dates, and other key details of each opportunity.
- A sales opportunity Kanban board allows for easy movement of opportunities through the sales pipeline with a drag-and-drop interface.
Activity and Task Management
- Act CRM offers robust task and activity management, allowing users to track and prioritize calls, meetings, and to-dos associated with contacts. The calendar feature provides a clear view of daily activities.
Marketing Automation
- The platform includes Act Marketing Automation, which enables users to send response-driven marketing campaigns to targeted lists. It automates the process of engaging prospects and customers, turning real-time response metrics into sales actions.
Reporting and Analytics
- Act CRM provides extensive reporting capabilities, including over 80 preconfigured reports and the ability to create custom reports. The Act Insight dashboards offer interactive, graphical representations of key performance indicators (KPIs) for sales, marketing, and business health.
Customization and Integration
- The software is highly customizable, with features like custom tables, tailored templates, and unlimited fields. It integrates seamlessly with Microsoft Office, Outlook, Google, and other tools, ensuring smooth data exchange and workflow.
Deployment Flexibility
- Act CRM can be deployed in various ways, including on-premises, cloud, or a mixed web and desktop model. This flexibility allows businesses to choose the deployment method that best suits their needs, providing instant access from anywhere and at any time.
Additional Features
- Other key features include groups and companies management, quote creation, territory management, and the ability to manage sales teams and targets. The Act Companion and Act Connect features ensure users stay connected to key CRM details from anywhere.
In summary, Act CRM is a versatile and powerful tool that enhances sales performance, automates marketing processes, and provides comprehensive customer relationship management. Its flexibility in deployment, extensive customization options, and robust integration capabilities make it an ideal solution for small to medium-sized businesses looking to streamline their operations and drive growth.