Features in ACT!

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.

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Outlook integration

Streamline workflow, save time, and maintain a complete record of all your interactions with seamless Microsoft Outlook integration.

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Act! Companion

Have access to key Act! details from your iPhone, iPad, and Android with Act! Companion.

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Custom Tables

Bring complex data sets, unique business processes, and specialized industry practices together with Custom Tables.