Act CRM: Customer Relationship Management made easy

  • Gain a 360-degree view of your customer relationships
  • Keep sales goals in sharp focus
  • Never miss an opportunity to close a deal

Act! CRM

With over 20 years experience implementing and supporting SMEs with their new CRM systems. Our consultants will help you understand how Act! CRM can be configured to support your business. 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. Contact us today and learn how to create opportunities 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
Act! CRM Rich Customer Management

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! CRM 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! CRM Opportunity interface to support your business development processes. Enable your sales teams to monitor sales forecasts. Track 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.

Act! CRM dynamic sales pipeline management

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

Actionable Business Insights

Gain access to dynamic, visual snapshots of real-time metrics with interactive, graphical ‘Act! Insight’ dashboards. These cover individuals, 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! CRM 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 is available on the Cloud or on premise, please contact our experts to discuss which option is best for you.

Act! CRM Essentials

£15 user/month
(billed annually)

Basic CRM + eMarketing


  • Relationship & Task Management
  • Opportunity Management
  • Email Template Library & HTML Editor
  • Campaign Management
  • Standard Reports
  • Act! Companion Mobile App
  • Data Import Tool
  • Digital Support
  • 2Gb Cloud Storage
  • 2,500 Emails/mo

Act! CRM Standard

£25 user/month
(billed annually)

Full featured CRM + eMarketing

Everything in Essentials, plus:

  • Office & Google Integration
  • Dynamic Groups
  • Dashboards & Analytics
  • Integration with Popular Apps
  • Team Management
  • Marketing Automation (Optional)
  • Digital & Phone Support
  • 4Gb Cloud Storage
  • 10,000 Emails/mo

Act! CRM Expert

£40 user/month
(billed annually)

Advanced CRM & eMarketing

Everything in Standard, plus:

  • Advanced Sales Pipeline Management