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Act! CRM Cloud
Act! CRM Cloud
starts from
540 360 € excl. VAT / user / year

-33 %

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Act! CRM Cloud

Act! CRM Cloud features

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  • Flexibility in terms of use
    • Access through the web and mobile devices
    • Use in offline mode (remote synchronization of mobile workstations)
    • Local network use
  • Contacts and trade relations
    • Importing customer/prospect files
    • Grouping several contacts in a single company record
    • Included 70 fields including: Photos, Yes / No, Memo, email ...
    • Create your own custom fields and adapt the layout in few clicks
    • Monitoring activities directly from the contact form
    • Writing notes, tasks and sales opportunities
    • Add attachments to notes, history and activities
    • Synchronization with MS Outlook ®: appointments, contacts, e-mail attachment and activity creations
    • Word processor with integrated mail merge
    • Documents templates: e-mailing, newsletter ...
    • Print labels and envelopes
    • Locations of contacts on a map
    • Link with smartphones
  • Monitoring activities
    • Task List and series of activities
    • Sharing calendars
    • Customizing priorities and activities
    • Event Programming for all users: holidays ...
    • Room and equipment management
  • Forecasting and tracking sales opportunities
    • Dashboards with sales projections, objectives ...
    • Follow business with probabilities of success
    • Sales forecasting tools: charts, funnel reports
    • Reports margin sales / products ...
    • Taking into account the margin, purchase price, reference ...
    • List View opportunities
    • Defining multiple sales cycles (short, long ...)
    • Import product catalog with product code, purchase price ...
    • Inserting multiple products in a chance
    • One click quote
    • Interactive sales funnel
    • Export opportunities to Microsoft Excel ®
  • Centralized secure information
    • Total ou partial data sharing
    • Contacts private/shared/public
    • Access rights management (per users/teams)

Select your product Act! CRM Cloud

starts from
360 € excl. VAT / year
540 360 € excl. VAT / user / year -33 %
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