Act! CRM Diamond Partner
Act! CRM
Customer Relationship Management made easy
- Never miss an opportunity to close a deal
- Keep sales goals in sharp focus
- Build rewarding client relationships
CRM to empower your business
What is Act! CRM?
Act! CRM has been built for small to medium-sized businesses that want to identify new business opportunities, drive sales and marketing performance improvement and provide unique customer experiences. It is a flexible system which can be hosted on premise or in the cloud, allowing you to choose the platform that best suits your business needs.
Act! CRM comes with powerful reporting dashboards, along with tools to automate and streamline many of your time-consuming customer relationship processes. This innovative CRM system will allow you to make more informed business decisions and can help you gain a thorough understanding of business performance with rich, actionable insight.
Connect with your current software
Integrate with Sage 50
Seamlessly integrate your Sage 50c Accounts with Act! Premium Desktop.
Act! CRM users can instantly search for customers, see all communications and, at a glance, view financial records such as invoices, orders and other accounting information from Sage 50.
Act! CRM at a glance
Why choose Act! CRM?
Transform your customer relationships and win new customers with Act! CRM. Its innovative tools allow you to market like a pro, turn leads into sales and accelerate profit growth. It can help you:
Improve customer management
Store and manage customer details, emails, notes and more in one place.
Increase visibility
Get better access to real-time customer data and history from anywhere and at any time.
Save money
Get big results from a small investment with complete price transparency and no hidden fees.
Promote your brand
Use marketing automation to send impactful emails which promote your products and services.
Hit sales goals
Prioritise leads, track every detail of open opportunities and forecast accurately.
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.
Actionable Business Insights
Gain access to dynamic, visual snapshots of real-time metrics with interactive, graphical ‘Act! Insight’ dashboards. These cover individuals, teams and business performance. Monitor sales, marketing and business health KPIs for smarter decision making. Have access to more than 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.
Enhance your solution
Get more from Act! CRM
Get the most from Act! CRM with our resources and flexible additional modules that have been created to ensure that your system helps you drive productivity and deliver great customer service.
Marketing Automation Demos
Our demos can help you better understand how to use Act! Marketing Automation to build fruitful and lasting customer relationships.
Act! Marketing Automation
Automatically create response-driven nurture marketing campaigns and use real-time metrics to optimise them.
Act! Mobile
Empower your employees by giving them secure remote access to critical client data from any web-enabled device.
Act! CRM Training
Our experienced premier trainers can empower your Act! users and help them to expand their sales and marketing capabilities.
Act! Support
Your staff will never feel alone as our dedicated Act! CRM technicians will always be on hand to support you.
Act! CRM Customer Success Story
Tour specialist, Rayburn Tours, flying high with Act! CRM in the cockpit
Act! was set up to our exact specification and the system was ready to use from the word go
Jamie Boyden, Joint Managing Director, Rayburn Tours
The right solution for you
Which Act! CRM version do I need?
Act! Premium (Desktop)
£31 user/month (billed annually)
Experience the security and control of an on-premises solution where you deploy and manage the software.
- Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analysis
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Act! Marketing Automation (Basic tier)
- Data import
Act! Premium (Cloud)
£25 user/month (billed annually)
Enjoy the convenience and peace of mind of a cloud-based solution where all the technical details are handled by Act!
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (Optional £)
Find the CRM for you
Not sure which CRM is right for you?
Take a look at our blog post where our CRM experts are guiding you through choosing the right CRM system for your needs.
If you’re still not sure, why not take the quiz at the bottom of the page and find out which software is best suited to your business?
Award-winning support and services
Why Solutions?
As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive your success. Our portfolio of best-in-class accounting and CRM systems enables us to offer you a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.
We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professional, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.