Getting started is easy. Learn how with these resources.
Learn how to make changes to your Act! CRM account as well as set up the users who will access your database.
Customizing Act! CRM
Learn how to customize Act! CRM to meet your own specific business requirements including creating your own fields, choosing which sections of the program are visible, setting your default task preferences and more.
Learn how you can import existing contact data from a csv file, or how to import demo data to practice using the system’s features.
Act! CRM Features
Learn how make use of the core functions contained within Act! CRM.
Integrating Email Systems and Third Party Programs
Learn how to integrate your Act! CRM product with your email system as well as popular third party programs such as Zoom and QuickBooks.
Act! Marketing Automation
Learn how to configure your Act! Marketing Automation account and start sending emails.