Act! CRM software includes features for contact management, sales pipeline management, and marketing automation. Overall, Act! CRM is a comprehensive solution that can help small businesses manage their customers and sales more effectively.
Some of the top features of Act! CRM software include:
Contact Management
The software includes a central database where businesses can store their customer information. The database can be used to track customer contact information, sales opportunities, and purchase history.
Sales Pipeline Management
The software provides users with a visual representation of their sales pipeline. This allows businesses to see which deals are close to being closed and which deals need more attention.
Marketing Automation
The software includes tools for creating and sending marketing campaigns to customers. Additionally, the software can automate repetitive tasks such as sending follow-up emails or scheduling appointments.
Reports and Analytics
The software generates detailed reports on your sales data. These reports can be used to measure progress towards sales goals, identify areas of improvement, and make informed decisions about future marketing and sales strategies.
Mobile Access
The software can be accessed from anywhere with an internet connection. This allows businesses to manage their customers and sales even when they’re away from the office.
Integration
Act! CRM integrates with popular business software such as QuickBooks, Microsoft Outlook, and Gmail. This allows businesses to streamline their workflow and avoid data entry errors.
Customization
The software can be customized to fit the specific needs of your business. For example, businesses can add custom fields to track additional information about their customers or create custom workflows for their sales team.
Support
The Act! team provides expert support when you need it. They offer live chat, email support, and phone support for all users.
Security
Act! CRM is a secure solution that uses 256-bit SSL encryption to protect your data. Additionally, the software is hosted on Amazon Web Services (AWS), which is a secure and reliable cloud platform..