Act! CRM Features

Explore what Act! Software offers — from day-to-day workflows to advanced capabilities.

8 features

Structured Data Handling for Better Insights

Act! CRM software now includes Custom Tables, a data management capability that lets you work with structured spreadsheet-style data directly inside Act CRM. During the 14-day trial, you can import, organize, and analyze detailed records without relying on external tools.

Tables and Custom Tables allow you to combine data from multiple sources into a single table view. This leads to more accurate reporting. Creating these charts dynamically is a key distinction from any traditional CRM tool because it lets team members and management adjust their view of the sales pipeline by adding or modifying stages.

Accelerated Customer Response

With SMS4Act!, Act! software allows you to send integrated text messages from within Act CRM. There is no need to switch between platforms anymore and you are able to handle phone messages more easier as well as keep a good record of your communication.

This ability supports typical use cases, including appointment reminders, order status updates, event notifications and time-sensitive promotions. From SMS conversations to contact records, Act CRM software offers greater visibility into all customer interactions and enhances engagement for organizations that depend on rapid response time.

Improved Security with Multi-Factor Authentication

Act! CRM offers multi-factor authentication for added security of data related to customers and businesses. This security layer also reduces the risk of unauthorized access and complements compliance best practices. In terms of businesses processing sensitive customer details, MFA builds trust.

Contact Data Control

You own customizable contact records with custom fields. That allows you to follow information important to your business.

Task and Activity Management

You set tasks, reminders and track progress across your team. This improves accountability.

Campaign Execution Tools

You’re sending email or communications about customer segments. This is helpful for reaching out without the need to rely on external platforms.

Sales Performance Reporting

You monitor pipeline value, deal stage and sales result.

Security Improvements

Enable Multi-factor authentication to help secure customer and business data and also supports safer access control.

What Is Act! Software ?

Act! software is a seamless all-in-one customer relationship management (CRM) software that helps you effectively manage your sales organisation. You will be able to access customer details, appointments and sales in various locations without altering existing procedures.

Act! Pricing

Premium prices are set at $37.50 per month. It includes basic CRM, marketing and reporting.

Cost varies based on deployment options and add-ons.

Act! CRM Users

Act! CRM is popular among SMBs that operate in a variety of industries.

Typical users include:

  • Sales teams looking to keep tabs on leads and sales deals
  • Marketing teams running targeted campaigns
  • Customer service teams managing interactions
  • Firms who conduct professional services that deal with clients information

As act sales tools effortlessly emphasize clarity and transparency across platform, teams quickly adopt the solution and ensure a consistent usage.

Integrations

Act! software integrates with popular business tools for maintaining added utility and continuity, without interrupting current infrastructure. You can integrate third-party applications, marketing software and email platforms with integration options.

How Does Act! Work?

  • Keep a record of customer contact info
  • Log emails, calls and meetings in your CRM automatically
  • Assign tasks and schedule follow-ups
  • Progress opportunities through stages of the sale pipeline
  • Analyze and track review for sales and campaign effectively.
  • Your pipeline remains in sight and you can maintain your relationships once and for all with precision and uniformity.

Choose Act! CRM for Simple, Reliable Customer Management

This CRM management software is good for you if:

  • Manage a large contact database
  • Want built-in marketing tools
  • Prefer simple sales tracking
  • Need predictable pricing
  • Simplicity should trend higher than sophistication in automation.
Contact and account management Included
Lead tracking and opportunity management Included
Sales forecasting and reporting Included
Customer communication tracking Included
Email integration Included
Customer segmentation tools Included
Deal pipeline management Included
Customer support access Included
Social media integration Included

Pros

4
  • Simple design with easy training process
  • Strong contact database management
  • Handles large data imports reliably
  • Supports remote task coordination

Cons

2
  • Need to manually sync for each email account
  • Contact limits per company record
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Act! Software Reviews

Overall Rating

4

7 Review(s)

Rating Distribution

5

(0)

4

(7)

3

(0)

2

(0)

1

(0)

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Joseph

Finance

Ease of use
7
Value for money
7
Customer Support
7
Functionality
7

Patient and Knowledgeable Support When It Mattere

Pros

Friendly and patient support agent

Cons

Required assistance to restore access

Brandi

Retail

Ease of use
7
Value for money
8
Customer Support
8
Functionality
8

Skilled and Professional Support Experience

Pros

Support representative was polite, skilled, and efficient

Cons

Occasionally long wait times on support calls

Danny

Consulting

Ease of use
7
Value for money
8
Customer Support
7
Functionality
8

Solid Tool Impacted by a Problematic Update

Pros

Smooth Outlook integration (historically)

Cons

Recent update introduced frequent issues

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Frequently Asked Questions

Act! CRM software enables businesses to organize contacts, plan sales calls, and conduct marketing campaigns all in one place.

Yes. Act! software integrations are exposed through an API.

Phone and email support is available as well as online forms, a knowledge base.

Salespeople, marketers, customer service roles and professional service providers are  frequent users of Act! CRM.