MARKETING AUTOMATION
Personalized campaigns
Use turnkey templates or design your own for maximum impact.
Automated workflows
Define outreach strategies to effortlessly stay engaged with prospects and customers.
Landing pages
Capture leads with high-converting landing pages and web forms.
Real-time metrics
Know what's working instantly and prioritize follow-ups.
SALES PIPELINE MANAGEMENT
Opportunity tracking
Keep every detail of each sales opportunity at your fingertips - in the office or on the road.
Pipeline management
Assess your sales pipeline by product, territory, sales stage, agent, region and more.
Sales process management
Advance deals through stages of custom or out-of-the-box sales processes.
Actionable insights
Focus your time where it counts with insights from interactive visual dashboards.
CUSTOMER MANAGEMENT
Relationship history
Leverage rich customer profiles to help personalize every interaction.
Centralized customer data
Bring calls, emails, notes, activities, and documents together in one organized place.
Powerful search
Locate the customer information you need in an instant.
Offline and mobile access
Be informed and prepared while in the office or on the road.
ACTIVITY MANAGEMENT
Customer activities
Track all current and prior activities for each customer within their record.
Prioritized task lists
Know where to focus your time throughout the workday.
Calendar & email integration
Keep appointments and communications in sync at all times.
Notifications and alerts
Never miss an opportunity or overlook a key task.
Act! keeps you connected.
Outlook integration
Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration.
Act! Companion
Have access to key Act! details from your iPhone, iPad, and Android with Act! Companion.
