Select the boxes below to see each feature area in action!
Manage Detailed Business Data Directly in Act!
Manage detailed business and customer data with spreadsheet-like tables. View data holistically in aggregate list views or zero-in on specific data by filtering, grouping, and sorting your data.
Drive Targeted Sales Campaigns
Create targeted sales campaigns that leverage comprehensive insights gathered from Act! Custom Tables—create custom groups, assign sales activities, and report on sales outreach.
Provide a Better Customer Experience
Gain additional insights into your customers and deliver exceptional customer experiences by associating support contracts, service engagements, and more with individual contacts.
Get Started Immediately with Pre-Built Industry Templates
Tailor Act! Custom Tables to meet the unique needs of your business. Get started with 11 pre-built easy-to-use industry templates.
Support Sales with Tailored Marketing Campaigns
Run targeted automated marketing campaigns to Groups with Act! Marketing Automation—included with your Act! Premium subscription.
Most organisations manage their business with a unique mix of data, which is often stored in multiple systems, including spreadsheets.
Act! Custom Tables add spreadsheet-like tables and functionality to help maintain detailed business data with customer data directly in Act!.
Managing business data in multiple systems impacts your efficiency, the accuracy of your data, and your ability to respond quickly to new opportunities.
With Custom Tables in Act!, data can be analysed holistically to develop targeted sales & marketing strategies, or at the individual customer level to provide personalised experiences.
Customising software to the unique needs of a business can be costly, timely, and labor-intensive.
Act! Custom Tables can be easily created and modified without the need for additional development resources. Custom Tables also include prebuilt industry templates to help you get started immediately.
Who is Act! Custom Tables for?
Watch this video to learn how Custom Tables can help your business.
£8
“What I love about Custom Tables is that it’s a way of grouping and searching and being able to sort unique data as well as report on it. And, Custom Tables can be extended into Act! Marketing Automation so you can create a group from it and easily send out marketing communications.”
Debora Boyle
Act! Certified Consultant, President, Action Platinum Solutions
“I can build a group or a filter right out of Custom Tables and then develop a marketing piece for a trade-in opportunity, a new product that’s coming out, or notify customers about a service issue and send that to a particular group of customers using Custom Tables. I think it’s huge. And it’s probably one of the best things about Act.”
Greg Sprunk
Superior Cleaning Supplies, Inc.
Try Act! free for 14 days. No download or credit card required.
