Act! CRM

Build customer relationships that accelerate profit growth with guidance and support from the UK’s leading Act! CRM partner.

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Act! CRM

With over 20 years experience implementing and supporting SMEs with their new CRM systems, our consultants will help you understand how Act! can be configured to support your business effectively. We’ll lead you through every step of the implementation process, from data import, configuration and integration through to supporting your software and your business once you’re up and running.

We’ll provide product training to ensure that your staff fully embrace the software. We’ll empower them to become more effective in their customer engagements, securing a return on your technology investment.

As an Act! Diamond Partner and Act! Premier Trainer, our team have the know-how to help you transform the way you do business, creating opportunities for you to drive improvement.

To find out how Act! CRM can help you build success, call us today on 0115 840 5075 or email

“As an Act! Diamond Partner and Act! Premier Trainer, our team have the know-how to help you transform the way you do business.”

Act Partner Large

Rich Customer Management

Access rich customer information including emails, documents, notes, activities and sales opportunities in one place. Maintain a 360-degree view of your customer relationships by centralising data. Invite your sales teams to access critical data from anywhere, to help them do better business.

Realise the full potential of Act! by using ‘Custom Tables’ to support the data collection needs of your business. Manage industry-specific data such as insurance policies, service contracts, mortgages, or projects. Custom Tables enable you to bring together complex data sets and support unique operational processes and specialised industry practices.

Dynamic Sales Pipeline Management

Design the Act! Opportunity interface to support your business development processes. Enable your sales teams to monitor sales forecasts by products or services, status, age, probability of close or virtually any other metric. Present key pipeline data in rich graphical views that keep sales goals in sharp focus.

To find out how our software experts can help give you complete control over your business, call us today on 0115 840 5075 or email

Actionable Business Insights

Gain access to dynamic, visual snapshots of real-time metrics with interactive, graphical ‘Act! Insight’ dashboards that cover individual, team, and business performance. Monitor sales, marketing and business health KPIs for smarter decision making. Have access to over 50 preconfigured reports or create custom reports to meet your own unique needs. Export reports to Microsoft Excel, PDF, and email for greater analysis or sharing with your team.

Powerful Marketing Automation

Act! Marketing Automation enables you to remove manual tasks from the multi-step processes that drive complex marketing campaigns. With advanced CRM workflow, lead capture, high quality email marketing and forensic website visitor tracking, you can automatically prioritise follow-ups, automate sales tasks, and update client information. Turn real-time response metrics into sales actions and never miss an opportunity to close a deal. Build a comprehensive picture of prospect engagement and create a unique customer experience.

The right choice for:

  • Small and mid-sized businesses looking to grow and expand
  • Organising customer information in one central location
  • Tracking and prioritising sales opportunities
  • Access anywhere, on any device
  • Easy deployment and an intuitive User interface
  • Managing day to day tasks and calendars
  • Automating targeted marketing campaigns
  • Gaining access to real-time metrics with interactive dashboards

To find out how our software experts can help give you complete control over your business, call us today on 0115 840 5075 or email

Act! CRM

Act! CRM – suitable for businesses with up to 100 users requiring a fully featured and highly customisable solution. Features include:

  • Groups and Companies
  • Sales process automation
  • Opportunity tracking
  • Activity tracking and alerts
  • Contact management
  • Intelligent Email Marketing
  • Automatic backups and recovery
  • Instant online access
  • Advanced security
  • Act! API
  • Act! Premium Mobile
  • Act! Companion mobile app
  • Act! Insights Dashboard
  • Integration with Office & Outlook
  • Reports

Act! Marketing Automation

Act! Growth Suite – Full-featured, everywhere access Act! CRM (see features listed on opposite panel) PLUS Powerful Act! Marketing Automation (AMA).

AMA is an intelligent new technology embedded within Act! CRM, which enables you to automate manual tasks and multi-step processes that form part of complex marketing campaigns.

  • CRM workflow
  • Landing Pages & Lead Capture
  • Social Sharing
  • Secure Cloud hosting
  • Lead Management & Scoring
  • Interactive Template Editor
  • Event Marketing
  • Surveys
  • Website Activity Tracking
  • Asset Tracking
  • A/B Testing
  • Deliverability & Compliance Tools
  • Marketing Calendar

Our Act Services:

  • Data migration
  • Performing upgrades
  • Administrator training
  • User training
  • Report building
  • Dashboards building
  • Integrating your Act! CRM with other systems (like Outlook, Sage, Mailchimp and hundreds of of other applications)
  • Implementing Act! Marketing Automation and building campaigns
  • Migrating your database to cloud
  • Ongoing support
  • Database customisation

What our customers say

“Very courteous and attentive – resolved my issue at speed.”

Tony Tillett, Status Metrology Solutions Ltd

“Sam was very patient and willing to see this issue through to its successful conclusion. Thank you.”

Sharon Nolan, The Malted Waffle Co

“As always, Joe was a top guy sorting things with Act! “

Peter Swann, Presstek

What’s next?

Our consultants will host an exploratory phone conversation with you to ensure Act! CRM is the right solution for you and to gain a thorough understanding of your business. You will also see a demonstration of the software focusing on the elements that are important to your business. All of our demonstrations are uniquely tailored to the client so we won’t waste your time with features that have no relevance to your procedures.

Our award-winning support team will always be on hand to help with any issues you may face, making you feel confident that our experts are just a phone call away.

Get in touch…

Call us on 0115 840 5075