Act! Marketing Automation

Build customer relationships with Act Marketing Automation so you can accelerate profit growth with guidance and support from the UK’s leading Act! CRM partner.

Act! Marketing Automation

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 for Act Marketing Automation 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

Engage prospects and customers

With the assistance of automated outreach at each stage of your campaign, you can enhance your customer lifecycle by focusing on retention and customer loyalty. Act Marketing Automation will do the hard work with response-driven nurture marketing campaigns – all automatically delivered to targeted lists in Act!, Campaigns can be generated based on the criteria you define, creating a highly personalised experience for recipients.

Create simple ad-hoc emails or drip marketing* campaigns for one-off communications as and when they are needed. Share your campaigns on social media channels to extend your reach and embed your social media profile links within campaigns, driving traffic to your social networks.

*A drip marketing campaign involves the automated sending of marketing information (or scheduling of appropriate responses) to customers consequent of their previous interactions.

Create responsive campaigns and nurture streams

Design custom nurture streams providing graphical representation of your communication flow. Preview email campaigns before sending them with both mobile and desktop views to ensure all your images are perfectly placed and content is precise and fully optimised.

Produce effective, mobile-friendly email campaigns with the ability to customise colours and fonts and add free high resolution stock photos from a library providing over 500,000 choices. Choose from 25 sample templates or import and edit your existing HTML templates with WYSIWYG editor.

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

Gain impactful lead capture, scoring and nurturing

Expand your audience with impactful lead capture forms and surveys that feed contacts and responses automatically into Act!. Notify those who use the system and create activities and opportunities automatically as recipients respond.

Pinpoint your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. For easy sales follow up, prioritised leads are pushed into CRM groups automatically.

Connect your sales and marketing efforts

Automate workflow between sales and marketing teams to increase engagement at every stage of the customer journey. AMA can turn real-time response metrics into sales actions, alerting you about new prospects, prioritising follow-ups, and delivering a combined view of customer engagement all in one place. Create activities based on campaign and website interactions or completed lead forms and surveys.

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

Optimise marketing campaigns

Know exactly what is working and how you can improve your marketing strategy over time with real-time metrics covering the amount of opens, clicks, and comparative stats per campaign. Each campaign result goes straight into your CRM contact records creating a detailed interaction history. Perform A/B tests to identify subject lines that produce the most impact and content to improve the success of your campaigns.

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.

Next you will be introduced to your dedicated Project Manager whose job is to ensure the smooth implementation of Act! CRM into your business. Your PM will ensure it’s configured to complement and streamline your existing processes, importing relevant data to ensure you can get the most out of your system.

Before your system goes live we will ensure your chosen team have been trained to a high standard. Should you need assistance in accessing critical information once you are up and running, our award-winning support team will always be on hand to help with any issues you may face, you can feel confident that our experts are just a phone call away.