Smart Quote Management
Act! Interactive Quotes empowers you to create, send, and track quotes effortlessly. Its user-friendly interface guides you through every step, so you can focus on closing deals faster. Real-time notifications and intuitive workflows keep you in control from start to finish.
Real-Time Engagement Insights
Get instant alerts when prospects view your quotes, so you can follow up at the perfect moment. Track Engagement Instantly This proactive approach helps you stay ahead of the competition and respond to customer interest as it happens.
Customisable Quote Templates
Easily tailor your quotes to match your brand and meet client needs. Adjust pricing, terms, and visuals with just a few clicks, ensuring every quote looks professional and feels personal.
Dynamic Quoting Tools
Our dynamic sales tools streamline your quoting process. Automate follow-ups, set reminders, and process payments directly within Act! CRM. With these features, you can reduce manual tasks, boost productivity, and keep your sales pipeline moving smoothly.
Integrated Automation
Automate repetitive tasks like sending reminders and follow-up emails. Boost Productivity Effortlessly This keeps your prospects engaged and your sales team focused on what matters most—closing more deals.
Flexible Payment Options - Built for Reliability, Backed by Real Support
Allow customers to accept quotes and make payments online with secure, integrated options. This speeds up your sales cycle and provides a seamless experience for both you and your clients.
Payments should be simple, secure, and dependable. Act! Payments is powered by Propelr to deliver a reliable experience backed by real support.
- PCI-certified processing with tokenisation and encryption protecting every transaction.
- US-based, 24×7 merchant support from a team that understands your business needs.
- Accept credit and debit card-not-present payments without managing multiple providers.
