Act! CRM Overview
Act! CRM is the contact management software used by millions of small businesses and praised by experts, Act! CRM software is the management tool leads the best-selling. This powerful software package helps you, you and your team throughout the sales cycle and customer relations.
Act! CRM solution becomes easier every day. Managing customer relationships is completely intuitive. With Act! CRM the management of the business relationship is friendly and extremely simple.
Now with Act! CRM, you will never forget anything and anyone.
Act! CRM exists in English and French.
Choose from a range of affordable options that fit the needs of your business
Act! CRM comes in several versions to best meet your needs and the size of your company.
Act! CRM Cloud :
For companies that want to structure their business, share information remotely, improve the efficiency of their Commercial and take advantage of integrated emailing and Marketing Automation.
Act! CRM (formerly Act! Premium) :
For independents and companies looking for a self-hosted solution.
|Act! CRM||Act! CRM Cloud|
|How to use the software|
|In Realtime through the web and mobile device||✗||✓|
|On a local network||✓||✗|
|With a remote desktop connection through Terminal Server (TSE) or Citrix||✓||✗|
|Offline using/synchronisation from office or remotely||✓||✓|
|Contact and Customer Management|
|Customizable contact sheets||✓||✓|
|Adding Custom fields (text, photo, Yes / No, date, email ...)||✓||✓|
|Creating secondary contact cards linked to main contacts||✓||✓|
|Writing notes, visits report ...||✓||✓|
|Calls, emails, appointments, address changes logs||✓||✓|
|Adding attachments to contacts (contracts, specifications ...)||✓||✓|
|Automatic tracking of quotes with raises and reminders||✓||✓|
|Managing relationships between contacts (shareholders, policy makers ...)||✓||✓|
|Creating dynamic and static groups||✓||✓|
|Contacts Geolocation (Google Map®)||✓||✓|
|Search by keyword across all fields, notes, activities ...||✓||✓|
|Multi criteria search||✓||✓|
|Management of annual events (service contract, birthday ...)||✓||✓|
|Sharing notes and logs between several contacts||✓||✓|
|Creating sub-groups via a flow chart (subsidiaries, division ...)||✓||✓|
|Access to social networks : Facebook®, Viadeo® …||✓||✓|
|Advanced security management (by salesperson/teams, fields security, limited exports)||✓||✓|
|Ability to manage up to 100 000 contacts (need SQL Server Standard Edition)||✗||✓|
|Activity and Calendar Management|
|Automatic synchronization with MS Outlook® (contacts, agendas…)||✓||✓|
|Creation of activities and contacts from MS Outlook® emails||✓||✓|
|Call planning, meetings, tasks to perform||✓||✓|
|Management of priority activities||✓||✓|
|Activity logs by contact||✓||✓|
|Diaries daily, weekly, and monthly Diaries||✓||✓|
|Shared calendars (activity creation for users ...)||✓||✓|
|Sending Act! invitation to Gmail™, Apple® iCal® , Windows Live™||✓||✓|
|Edit internal directories or contacts||✓||✓|
|Elapsed time spent by activity||✓||✓|
|View availability of users in the diary||✓||✓|
|Notification of conflict activities||✓||✓|
|Managing meeting rooms and equipment (video projector ...)||✓||✓|
|View activities of more than 10 users in the diary||✓||✓|