Act! CRM & Automated Marketing
  • About Act!
    • Who is Act!?
      • About Us
      • Customer Successes
      • Press Releases
  • Products
    • What we offer
      • Act! Features & Benefits
      • Act! Marketing
      • Act! Mobile
      • Act! Payments
      • Integrations
      • What's New in Act!
  • Pricing
  • Resources
    • Partners & Programs
      • Find an Act! Certified Consultant
      • Partner with Act!
    • Training & Education
      • Getting Started Resources
      • Customer Resources
      • Act! Services & Support
      • Learning Center
      • What is CRM?
      • What is Marketing Automation?
    • More Resources
      • Select Your Perfect-Fit Cloud CRM
      • Act! Blog
      • Upgrade Center
      • What's New in Act!
      • Compare CRMs
  • Industries
    • Who we serve
      • Insurance
      • Financial Services
      • Manufacturing
Act! CRM search bar
  • Login
  • Partners
  • Product Support
  • Contact
  • English (Americas)
    • English (ANZ)
    • English (UK)
    • Français(French)
    • French (Canada)
    • Deutsch(German)
    • Nederlands(Dutch)
  • About Act!
    • Who is Act!?
      • About Us
      • Customer Successes
      • Press Releases
  • Products
    • What we offer
      • Act! Features & Benefits
      • Act! Marketing
      • Act! Mobile
      • Act! Payments
      • Integrations
      • What’s New in Act!
  • Pricing
  • Resources
    • Partners & Programs
      • Find an Act! Certified Consultant
      • Partner with Act!
    • Training & Education
      • Getting Started Resources
      • Customer Resources
      • Act! Services & Support
      • Learning Center
      • What is CRM?
      • What is Marketing Automation?
    • More Resources
      • Select Your Perfect-Fit Cloud CRM
      • Act! Blog
      • Upgrade Center
      • What’s New in Act!
      • Compare CRMs
  • Industries
    • Who we serve
      • Insurance
      • Financial Services
      • Manufacturing

JavaScript is required for our website to function.

Please disable any browser extensions that block JavaScript from loading.

How-to Resources

Select your Product

Act! Cloud
Act! Desktop
Act! CRM Topic Icon
Getting Started
  • Resources Center
  • Quick Start Guide
  • Live & On-Demand Webinars
  • Importing from Spreadsheet
  • Uploading an Act! Desktop Database
Icon image of the database marketing Act ! CRM
Act! Cloud Management
  • Account Management
  • User Management
Icon image of the task checkmark document Act! CRM
Key Features
  • Working with Contacts
  • Working with Google
  • Working with Activities
Icon thumbnail for the connecting Act! CRM logo
Integrations
  • Working with Outlook
  • Working with Google
  • Third Party Integrations
Icon thumbnail for the connect jigsaw puzzle Act! CRM logo
Customizations
  • Creating Fields
  • Amending the Layout
  • Adding Custom Tables
Icon thumbnail for the affiliate marketing Act! CRM logo
Marketing Automation
  • Admin Settings
  • More Resources
a!
Act! ai chatbot close popup
Act! CRM small widget logo
News & Updates
Chat with Ava
FAQ
Chat with a human
End the chat
Say hello to Ava 👋
Your personal Act! assistant
Ask a question
Act! Mobile
Manage contacts, activities, and opportunities on-the-go from any Apple iOS or Android device.
Act! Payments
Accept payments from interactive quotes and for online appointments and events in Act! Advantage to get paid faster.
Live & On-Demand Webinars
Learn tips & tricks on how to get the most from Act! in our monthly training webinar series.
By chatting with us, you agree to our Privacy Policy

Hi, there! 👋

I'm Ava, your Act! Virtual Assistant. Feel free to ask me questions and I'll give you quick answers about Act! products and services.

If you would like to speak with Sales or Technical Support just say:

"I would like to speak with an Act! associate."

or click the in the upper right corner of the chat window.

Exit voice
What is CRM?
What is a CRM and why do I need one?
A CRM (Customer Relationship Management) system helps you organize contacts, track interactions, and streamline sales and marketing efforts—all in one place.
How does a CRM improve collaboration between teams?
By integrating data from marketing, sales, and support, a CRM ensures everyone has access to the same customer insights, enabling better teamwork and faster decision-making.
Can a CRM help me automate repetitive tasks?
Yes! CRMs can automate follow-ups, email campaigns, lead assignments, and more—saving time and ensuring consistency across your team.
How does a CRM help manage my sales pipeline?
A CRM provides a visual overview of your pipeline, helping you prioritize deals, identify bottlenecks, and keep your sales process moving smoothly.
Will a CRM help me grow my business?
Absolutely. By improving customer relationships, increasing team productivity, and enabling targeted outreach, a CRM can boost customer retention and drive revenue growth.
Tips on Marketing Automation
Know your sales process
How you use marketing automation will depend on your sales process. Companies with a long sales cycle with multiple interactions generally benefit most from marketing automation as they can automate each part of the complex sales process. Although, it can also work with shorter sales cycles. For example, sending customers email reminders when they leave items in their basket without checking out. The important thing is that you understand how your sales process pushes people from being leads to customers.
Know your customers
Marketing automation revolves around tailoring your marketing funnel based on how your customers interact with your company. To do this effectively, you need a good understanding of who your customers are and what they want from your business, and what touchpoints they have with your product or service.
Have a defined strategy
Companies that succeed with marketing automation know the steps customers want to take at each stage of the funnel and can direct customers to these steps. Ensure you know what customers want before implementing your own marketing automation strategy.
Create the required materials
Marketing automation requires you to have materials your customers can interact with. For example, blog posts, videos, and eBooks. If you already have this material, you can use it in your marketing automation efforts. If not, you’ll need to create some content first.
Keep everyone in the loop
Successful marketing automation strategies receive input from teams throughout your organization. Sales teams should communicate to marketing about the type of lead that converts so marketing can use this in their lead scoring system. Meanwhile, customer support could provide marketing with feedback about the type of challenges customers have.
Test your strategy
You aren’t finished once you implement your marketing strategy. You now need to analyze and test your strategy to ensure each part of it works at an optimal level. Use data on metrics like click-through rates, conversions, time on page, and open rates to discover black holes where you lose more customers than you should. Use A/B testing to discover more effective methods
What is Customer Satisfaction?
Why is customer satisfaction important?
Customer satisfaction leads to repeat business, positive word-of-mouth, and brand loyalty, directly impacting revenue and long-term success.
What are the key factors that influence customer satisfaction?
Product quality, pricing, customer service, ease of access, and brand reputation are the biggest drivers of customer satisfaction.
How do you measure customer satisfaction?
Businesses measure customer satisfaction using surveys, Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and direct customer feedback.
What are the different levels of customer satisfaction?
The three main levels are basic satisfaction (expectations met), delight (expectations exceeded), and dissatisfaction (expectations not met).
How can a business achieve 100 percent customer satisfaction?
While 100 percent satisfaction is rare, businesses can strive for it by continuously improving their products, customer service and responsiveness to feedback.
Act! AI chatbot home nav button
Act! AI chatbot messages nav button
Act! AI chatbot FAQ nav button

Your total relationship solution.
Get organized, close more deals,
and create customers for life.

Start for free

Act! BBB Business Review

New to Act!

  • Products
  • Pricing
  • Free Trial
  • Integrations
  • Customer Successes
  • What is CRM?
  • What is Marketing Automation?
  • CRM for Insurance Agents
  • CRM for Manufacturing

About Act!

  • About us
  • Leadership
  • Careers
  • Press Releases
  • Legal Information
  • Obsolescence Policy
  • System Requirements
  • Contact Us

Resources

  • Customer Login
  • Getting Started
  • Customer Resources
  • Select Your Perfect-Fit Cloud CRM
  • Blog
  • Act! Service Status
  • Act! Certified Consultants
  • Act! Developers

Privacy | Terms of Service | Security | SOC Compliance
©2026 Act! LLC. All rights reserved. All Act! product and service names mentioned herein are registered trademarks or trademarks of Act! LLC, or its affiliated entities. All other trademarks are property of their respective owners.
Report a suspected vulnerability here.