Act! makes connecting and engaging with clients seamless for Plan B and C, inc.
Since 2019, Plan B and C, inc. has sought Corporate Refugees in the form of executives and investors looking to explore the benefits of business ownership. Headquartered just outside of Boston, Massachusetts, the brokerage firm specialises in identifying and aligning clients with strategic income opportunities focused on small and medium-sized business (SMB) investments and acquisitions.
“From my early days as a brokerage consultant to now, Act! has always helped simplify finding, connecting, and building relationships with clients. As Act!’s features continue to evolve, so do I—learning new ways to leverage the software to provide better service to my clients.”
Matt Agnese
President, Plan B and C, inc.
Key Benefits
- Act!’s customer management software gives Plan B and C, inc. a centralised view of its entire client database, allowing users to quickly identify where clients are in their journey and access important information prior to customer engagement.
- The marketing automation capabilities of Act! enable Plan B and C, inc. to generate and disperse mass email marketing campaigns at scale, with fewer resources, and in a fraction of the time.
- Act!’s intuitive design and customisation lets Plan B and C, inc. be more hands-on when it comes to marketing campaigns, allowing them to design like a pro while leveraging relevant data to be more intimate and strategic in their design approach.
- The enhanced operational performance provided by Act! lets the small C-Corp business take on anywhere between five to 10 clients at once while performing outreach to more than 25 prospective candidates weekly.