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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 business.

With more than four million users worldwide, it 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. It can also be hosted and available in the cloud, giving users secure access to vital business data anytime, anywhere, across a full range of internet-enabled devices.

Act! CRM Overview

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  • 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.

Why Solutions?

As a Swiftpage Diamond tier strategic partner, our Act! product 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! 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.

Additional Information

Which Act! Solution?

As Swiftpage ‘Diamond’ strategic partners, Solutions are able to offer the entire range of Act! CRM products and services. Core product is currently Act! Pro, Act! Premium and Act! Cloud (Hosted)

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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! Email Marketing

Act! eMarketing is a dynamic email marketing tool that is integrated within the Act! CRM system.

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Act! Sage Integration

The integration of Act! CRM with 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 your hand held devices, which provide 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 make it a point to understand the specific needs of your business and then we tailor the training session to your requirements.

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Act! Software Downloads

View the latest Act! software and get all the information you need on each update broken down for you by our expert team in house.

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Act! System Requirements

It is highly advisable to ensure that all your user terminals and file servers comply with the minimum system requirements prior to purchasing your Act! software.

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