Store customer information, view a comprehensive history of each activity involving them, and group similar clients and prospects using advanced query tools so your team has a unified view of each customer. Over 60 customizable fields within Act! give you a completely personalized experience. You can also use Act! to manage individual and team calendars to keep everyone focused on each day’s top priorities.
Utilize over 40 pre-configured reports – or build your own custom reports – to quickly gather important business intelligence like email campaign effectiveness. Use these indicators to segment contacts into targeted groups and arm your team with the knowledge to make strategic adjustments based on actual performance.
Stay connected to your business when you’re on the go and access key contact information, calendar details, and more from your iOS or Android™ device. Work online to update data in real time, or work offline in the field without losing productivity.
Work smarter and save time by automating follow-up activities based on dynamic criteria you define. Smart Task options handle everything from assigning leads to team members to sending email campaigns. And seamlessly connect to the tools you and your customers already rely on, like Office, Outlook®, and Dropbox, among others.
