Cloud based solutions are the perfect choice for businesses who need flexibility in their CRM. Act! helps you run your business on your terms, letting you work where, when and how you want to.
From light personalization to complete customization, Act! is a highly adaptable CRM system that enables businesses
of all sizes and industries to create a platform perfectly tailored to their teams’ processes and unique business needs.
Add as many fields as you need giving you access to a rich set of customer information including contact details, emails, documents, activities, social media updates, purchase history, preferences, latest interactions and more!
Make your CRM experience truly yours by modifying the interface’s layout, customizing your sales cycle process, and managing complex data sets with Custom Tables.
Use a CRM adapted to your industry by simply applying Act! CRM’s out-of-the-box industry templates for Insurance, Real Estate, Financial Services, Manufacturing, Project Management, Support and more.
When choosing a new Customer Relationship Management system you can either adapt your business processes to fit off-the-shelf software, or customise the software to fit your business processes. To learn which approach is right for your business, read our article Customised CRM or off-the-shelf solution?
Yes, with Act! you can customise 60+ out-of-the-box fields and create an unlimited number of additional fields.
As part of your Act! subscription, our team of CRM product experts1 are here to support and help you in making the most of Act's features, including its customisation capabilities.
Custom Tables take CRM customisation to its full extent by bringing complex data sets, unique business processes, and specialised industry practices together in Act!. Practically, Custom Tables allow users to view and manage highly-specialised information like the details of an individual insurance policy, product sale, mortgage, or project for a particular contact. Learn more about Custom Tables
Act! offers out-of-the-box industry templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Project Management, Real Estate, Service, Software, and Support.
We compared various systems and chose Act! CRM because it’s extremely customizable and also incredibly user- friendly. In less than half a day you can get a handle on the entire system.”
