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Act! CRM

CRM & Marketing Automation for SMEs with growth aspirations

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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, and empower your sales teams to access it from anywhere and 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 and ‘Kanban’ boards to keep sales goals in sharp focus.


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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.

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Powerful Marketing Automation (the heart of ‘Growth Suite’)

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.

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Which solution is best for your business?

Act! Growth Suite:


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

Act! Marketing Automation 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. Features include:


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

Learn more about Act! Growth Suite

Act! CRM:


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


  • Contact management
  • Groups and companies
  • Activity tracking and alerts
  • Intelligent Email Marketing
  • Sales process automation
  • Opportunity tracking
  • Call Lists
  • Reports
  • Integration with Office & Outlook
  • Act! Insights Dashboard
  • Act! Companion mobile app
  • Act! Premium Mobile
  • Ask Act! with Amazon Alexa
  • Act! Premium Contact Link
  • eCommerce Connections
  • Act! API
  • Team sharing
  • Advanced security
  • Instant online access
  • Automatic backups and recovery
  • Secure Cloud hosting

Act! CRM is the perfect fit 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

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)
  • Implementing Marketing Automation and building Campaigns
  • Migrating your database to the Cloud
  • Ongoing support
  • Database customisation

Learn more about our Act! CRM services

Act! Growth Suite

Act! Growth Suite is designed specifically for small and medium-sized businesses, providing the ultimate toolset to build relationships, increase engagement, and fuel business growth.

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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! Sage Integration

The integration between Act! CRM and Sage 50cloud 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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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?

Our expert team will help you understand how Act! CRM can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As a Swiftpage Diamond tier strategic partner, with many years’ experience in delivering Act! CRM for clients, our team can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Act! CRM can give you complete control over your business, call us today on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk.

Testimonials

"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

"Extremely helpful, prompt and overall service is excellent. I highly recommend. Thank you. "

Dawn Powell, Granite Financial Management

"The service is brilliant, quick and easy to deal with all Solutions for Accounting workers."

Agnes Jablojnska, Nottingham Bid

"They never get bogged down in the technicalities, speak in plain English and do the business - I'd strongly recommend them."

Ian Richards, General Federation of Trade Unions

Our Other CRM Solutions


Salesforce is the world’s leading cloud-based CRM systems, which has revolutionised the way businesses manage their relationships with customers and prospects.

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Sage CRM is an easy-to-use solution that supports your business growth by enabling your customer service, sales and marketing teams to work together and easily share information and manage their communications.

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