Act! CRM
Join us. Get organised and improve processes. Act! CRM has been empowering SME businesses since 1987.
Features
Start the journey with Act! Advantage
Get organized, close more deals, and create customers for life
Get and stay organised
Centralise and secure your vital customer data in an organised and user-friendly solution. Configure to unique specifications, and access key customer information with ease in the office or on the road.
Centralised contact data
Track calls, emails, notes, tasks, documents, quotes, and more in one organised place.
Calendar & email integration
Keep Office & Google contacts, appointments, and emails in sync with Act! at all times.
Mobile access
Be informed and prepared while in the office, at home, or on the road.
Focus on what matters
Know exactly where to focus your time and resources with dynamic, real-time metrics and customer-specific insights, enabling more informed decision-making across your business.
Actionable insights
A feature section allows you to clearly showcase the main benefits and unique aspects of your product.
Real-time metrics and reports
It captures your visitors' attention and helps them quickly understand the value of your product.
Prioritised task list
Organizing and presenting key information effectively increases the likelihood of turning your visitors into customers.
CRM and so much more
Put Act! at the center of your daily customer relationship activities. Unite your customer data, sales and marketing processes, website, accounting system, business apps, and more for maximum productivity.
CRM and website fusion
Engage prospects via website chat and capture leads with online forms. Follow up rapidly and archive interactions.
Engage customers
Send interactive quotes, newsletters, and surveys. Empower customers with online appointment scheduling and a self-service portal.
Project and event management
Collaborate internally to manage multi-stage projects and execute online events to drive new business.
Attract new prospects
Attract leads with integrated email marketing. Create professional-looking emails, landing pages, surveys, and newsletters that get the right message to the right audience at the perfect time.
Personalised campaigns and automated workflow
Use turnkey templates or tailor for maximum impact. Email verification tools help ensure deliverability. Define dynamic outreach strategies to effortlessly stay engaged with prospects and customers.
Landing pages and forms
Capture leads and trigger follow-up with high-converting landing pages and web forms.
AI writing assistant
Use integrated AI to generate email and landing page copy quickly and confidently.
Turn relationships into results
Leverage rich customer profiles to gain a deeper understanding of your relationships and deliver outstanding customer experiences that foster customer loyalty and drive repeat business.
Relationship history
Personalise every interaction based on a holistic view of customer account history.
Targeted communications
Filter and group contacts into meaningful segments for focused outreach and timely client engagement.
Notifications and alerts
Never miss a task or opportunity, ensuring maximum customer satisfaction.
Reach sales targets
A features section highlights your product’s key attributes, engaging visitors and boosting conversions.
Opportunity tracking
Keep every detail of each sales opportunity at your fingertips, at the office or on the road.
Interactive quotes
Create and send custom quotes, and be notified instantly when prospects engage or accept.
Pipeline management
Assess your sales pipeline by product, rep, territory, deal stage, region, and more.
Stay productive and up-to-date from anywhere with Act! Mobile
Quickly find contacts, stay on top of tasks, and keep opportunities advancing from the palm of your hand.
Do more with Act! Advantage
Essential tools for your success.
Act! Sidebar for Outlook
Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.
Interactive Quotes
Create and share professional, customizable online interactive quotes that clients can view and approve in real time—helping you close deals faster.
Custom Industry Tables
Bring complex data sets, unique business processes, and specialized industry practices together with Custom Industry Tables.
Act! Marketing
Design and automate professional email campaigns that engage your audience, generate leads, and drive follow-up to boost sales and retention.
SMS Text Messaging
Use integrated SMS text messaging to send and record personalized messages directly from Act!.
Top questions answered
In brief
Our company specialises in consulting, product development, and customer support. We tailor our services to fit the unique needs of businesses across various sectors, helping them grow and succeed in a competitive market.
You can reach our customer support team by emailing support@crmdata.co.uk, calling +44 1483 672083, or using the live chat on our website. Our dedicated team is available 9-5 to assist with any enquiries or issues.
We are committed to providing prompt and effective solutions to ensure your satisfaction.
Act! is designed to cater for SME companies in all vertical markets including manufacturing, legal, IT, transport, pharmaceuticals, agriculture and financial services, as well as education, healthcare, charities and other not-for-profit organisations.
Start to improve your processes with these powerful tools
Make your company a better place.