ACT! PRO CRM

Act! Pro v19Deployment: Windows®

Act! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business’ command center that serves up relevant relationship details and also connects to business-critical services, desktop and web-based productivity tools, and social media to help you get results.

  • Recommended for individuals.
  • Get organized with a single view of your customer contact info, emails, meeting notes, activities, and to-dos.
  • Seamlessly interact with Microsoft® Outlook®, Google®, LinkedIn®, and more.

Know every detail about your contacts and customers

Act! not only keeps all the details of your business relationships in a single, orderly view; it also makes it easy for you to drill into the specifics whenever you need to.

  • Keep customer contact info, plus associated notes, history, activities, documents, opportunities, social media profiles, and more in one organized place.

Make the most of your work day

With Act!, you can approach the things you need to get done in an organized, prioritized manner.

  • Accomplish more when you let Smart Tasks automatically trigger and perform tasks for you, like sending emails or updating a record field once set conditions are met.
  • Track scheduled activities and associate them to your contacts for a complete view of happenings with those relationships.

Work Seamlessly with the tools you rely on every day

Finally! You can do it all from just one place. Act! works seamlessly with other productivity tools you already rely on like: Microsoft® Outlook®, Gmail®, Google® Contacts, Google Calendar™, LinkedIn®,  and Facebook®.

  • Write an Outlook email from within Act! and a history is recorded on the associated contact for quick recall.
  • Sync your Act! contacts and calendar with Outlook or Google®, then easily access from either application.
  • Leverage popular social media sites within Act! to see more detail about what your customers are up to now.

Generate buzz and turn new opportunities into paying customers

Drive interest for your business through professional, eye-catching email campaigns using Act!’s E-marketing service.

  • Create and send campaigns, analyze results and insights, and view comprehensive contact history – all within Act!
  • Manage sales opportunities by tracking products and services, associated activities, probability of close, and more.
  • See graphical representations of performance with actionable dashboards, or run one of 40+ reports related to activities and opportunities