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Act! CRM

CRM solutions for complete customer insight

What is Act! CRM?

Act! CRM, from Swiftpage, is the world’s leading contact and customer management system for small businesses. With more than four million users worldwide, Act! enables you to organise all your customer information in one central location, so that it can be accessed on demand by your customer-facing staff.

Featuring an intuitive, user-friendly interface, Act! CRM can help you to build profitable and meaningful relationships with your clients and prospects, while giving you the tools you need to manage and forecast your sales.

Act! gives you the flexibility to choose the platform that best suits your business needs. It can be implemented on your business premises or hosted in the cloud, giving users secure access to vital business data anytime, anywhere, across a full range of internet-enabled devices.

Contact us now to organise a demonstration, request a quotation, or find out more about how Act! CRM can allow you to build meaningful relationships with your customers.

The Act! CRM Range

Act! Pro is Ideal for small business requiring up to 5 users, an entry level out-of-the-box solution. Learn more

Act! Premium is suitable for small and medium sized business with up to 100 users requiring a fully featured scalable solution. Learn more

Act! Premium Plus is for those who need a more adaptable system, Premium Plus extends the capability of Act! to support your own specific business processes. You can add custom tables to capture even more unique data. Learn more

Act! Cloud is Ideal for those with remote workers, access the benefits of Act! Premium or Act! Premium Plus via a fully managed and secure cloud environment on smartphones, laptops, tablets and virtually any internet enabled device. Learn more

Contact us to learn more about how the Act! range of products can help transform your business.


Our Act! Services

We're one of the world's leading Act! CRM consultancies and we offer a range of services designed to help you and your business get the most from Act!

We're ready to offer as little or as much help as you need, and we can assist with:

  • Data migration
  • Performing upgrades
  • Administrator training
  • User training
  • Report building
  • Dashboard building
  • Integrating your Act! CRM with other systems (like Outlook, Sage, Mailchimp and hundreds of other applications)
  • Ongoing support
  • Database customisation

Learn more about our Act! CRM services.

  • Features
  • Benefits
  • Act! is intuitive, easy to use and may be configured to meet your business needs.

    Act! CRM enables you to access your customer data via PC, Smartphone or Tablet.

    Act! CRM enables you to store Contact, Company, and Sales Opportunity data , along with emails, calls and meeting notes.

    Integrate Act! with Sage accounting software. Convert Sales Opportunities to invoices in one click; share account status and transaction history with your sales staff.

    Synchronise contact and calendar data between MS Outlook and Act! Copy Outlook emails to their corresponding customer records automatically.

  • Powerful reporting via Act! Insights Dashboards, Excel query or Business Intelligence tools means that business decision making is supported by rich KPI monitoring.

    ACT! Connect enables you to easily configure integration with applications and web services that enrich the user experience, empower staff and reduce manual process. Exchange data seamlessly with Office 365, Twitter, LinkedIn, Facebook, Eventbrite, Mailchimp, Paypal and hundreds of other web based services.

    Use dynamic queries to group Contacts with common characteristics and target them via integrated Act! smart marketing tools. Send impactful emails and automate follow-up activity based upon their responses.

Additional Information

Which Act! Solution?

We offer an entire range of Act! CRM products to suit your unique business. Learn more about Act! Pro, Act! Premium and Act! Premium Plus.

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Act! Support Packages

Our Act! support packages provide you and your users with the appropriate level of help, advice and technical assistance when you need it most.

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Act! eMarketing

Act! eMarketing is a dynamic email marketing tool that integrates with the Act! CRM system, giving you the ability to ditribute targeted information.

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Act! Sage Integration

The integration between Act! CRM and Sage 50 Accounts software empowers Act! users to be more effective in their customer interactions.

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Act! CRM Mobile

There are numerous options for synchronising Act! data with hand held devices, providing practical and reliable solutions for mobile users.

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Upgrade to the latest Act! Version

As a Swiftpage Diamond partner, we’ll work with you to ensure a successful upgrade with minimum negative impact on your business.

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Act! CRM Services

We have extensive experience in providing bespoke Act! training to businesses across the UK. We understand the specific needs of your business and tailor training sessions to your requirements.

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Why Solutions?

As a Swiftpage Diamond tier strategic partner, our Act! CRM software specialists have the knowledge and technical expertise to guide you through every stage of your Act! CRM implementation.

We will work with you to gain a full understanding of your business goals and objectives, before applying our in-depth product knowledge and vast experience of working with Act! users to ensure your solution meets your exact business needs.

Our team will help you to understand how Act! CRM Software can be configured to support your business most effectively. We provide full product training to help your users get the most out of the software, to become more effective in their engagements with your customers.

Solutions for Accounting and CRM is an award-winning Act! specialist, offering implementation, training and support options for the full Act! product range.

Contact us today on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk to discuss your perfect Act! CRM solution.

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