ACT! CRM
byACT!
Act! CRM is a comprehensive customer relationship management solution designed to centralize and manage customer data, sales processes, and marketing efforts. It offers a range of features to help businesses organize customer information, track interactions, and drive sales growth.
Features
- Centralized customer data management
- Sales pipeline management
- Email marketing and customer communications
- Calendar and activity management
- Analytics and business insights
- Mobile access
- Integration with Office 365 and Gmail
- Interactive quotes and online appointment scheduling
- Forms, surveys, website chat, and event management
- AI-powered tools like AI History Summary and AI Writing Assistant
- Accounting integration
- Project management
- Custom industry tables
- Online customer portal
- Enhanced support with dedicated onboarding specialist
- Cloud storage with nightly backups and automatic updates