Check out this video to see how our complete CRM solution can streamline your team’s workflow, improve customer relationships, and drive business growth.
Drill into key feature areas of Act! through this self-guided tour that you can navigate at your convenience. Simply select one of the tabs below, then click on the pulsing dots to learn more about the powerful sales and marketing features available in Act!.
A Welcome Screen with the most important information displayed in an easy-to-consume manner allowing users to manage their day and stay on top of crucial tasks.
Drill-through to Act! list views or send dashboards to PDFs with one click for further analysis.
New users have the ability to insert demo data to experience Act!’s full potential right away.
Hot leads are populated from your marketing automation activity in real time, including email opens, email clicks and landing page form completions.
Keep rich contact details in one, easy to find place — the Act! contact record.
Capture and easily reference complete relationship details, including activities, opportunities, history, notes, documents, and more.
Find what you need in an instant using powerful search capabilities.
Navigate to all Act! features from the sidebar with ease.
Create new contacts, calls, meetings, and more with quick action buttons.
Unlock the full potential of Act! using Custom Tables, enabling you to bring complex data sets, unique business processes, and specialized industry practices together in Act!.
Select from pre-built campaign workflows with all steps included and relevant email templates attached.
Get started with 170+ mobile responsive email templates that fit your industry, business, and communication style.
Build highly personalized, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you.
See the interactions of both identified and anonymous visitors on your website today, yesterday, this week, last week, or the last 30 days.
Design effective lead capture forms on landing pages or embed forms on your company’s website to grow your prospect database.
Measure engagement of YouTube videos and PDFs to pinpoint your company’s most impactful marketing assets.
Forecast and track sales opportunities to stay on top of all new leads.
View your opportunities in detail, list, or pipeline views.
View the total count and value of all open opportunities in your pipeline with the interactive sales funnel.
Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics based on filters you apply.
Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail.
Guide decision-making with rich, actionable insights from interactive, graphical Act! Insight dashboards.
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more.
Personalize your dashboards with filters for date range, activity types, products, and users shown.
Drill-through to Act! list views or send dashboards to PDF with one click for further analysis.
Dig deeper with preconfigured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, HTML, PDF, and email.
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