Customisable CRM

Adopting a highly customisable CRM system like Act! can help you create the unique platform your sales, marketing, and customer service teams need to gain a competitive advantage.

 

Tailor your CRM system to your exact needs

From light personalisation to complete customisation, Act! is a highly adaptable CRM system that enables businesses
of all sizes and industries to create a platform perfectly tailored to their teams’ processes and unique business needs.

Unlimited custom fields

Unlimited custom fields

Add as many fields as you need giving you access to a rich set of customer information including contact details, emails, documents, activities, social media updates, purchase history, preferences, latest interactions and more!

Advanced CRM customisation

Advanced customisation

Make your CRM experience truly yours by modifying the interface’s layout, customising your sales cycle process, and managing complex data sets with Custom Tables.

CRM software industry templates

Out-of-the-box industry templates

Use a CRM adapted to your industry by simply applying Act! CRM’s out-of-the-box industry templates for Insurance, Real Estate, Financial Services, Manufacturing, Project Management, Support and more.

 

Why build a custom CRM with Act!?

  • Over 60 editable fields
  • Unlimited additional custom fields
  • Customisable layout
  • Customisable sales process
  • Library of industry specific templates
  • Flexible deployment options: Cloud, on-premise, mobile, offline mode
  • Expert technical support included1
  • Vast network of partners that can assist you with your most advanced custimsation needs2
 
Request a free online demo with an Act! CRM consultant

 

Custom CRM FAQ

Should I opt for a customised CRM or a standard CRM solution?
When choosing a new Customer Relationship Management system you can either adapt your business processes to fit off-the-shelf software, or customise the software to fit your business processes. To learn which approach is right for your business, read our article Customised CRM or off-the-shelf solution?
Can I add custom fields with Act!?
Yes, with Act! you can customise 60+ out-of-the-box fields and create an unlimited number of additional fields.
Can the support included with Act! give us advice on customisation?
As part of your Act! subscription, our team of CRM product experts1 are here to support and help you in making the most of Act's features, including its customisation capabilities.
What are Custom Tables in Act!?
Custom Tables take CRM customisation to its full extent by bringing complex data sets, unique business processes, and specialised industry practices together in Act!. Practically, Custom Tables allow users to view and manage highly-specialised information like the details of an individual insurance policy, product sale, mortgage, or project for a particular contact. Learn more about Custom Tables
Which industry templates are available in Act!?
Act! offers out-of-the-box industry templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Project Management, Real Estate, Service, Software, and Support.

 

Don't take our word for it!
See why our customers love Act!:

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