Store client information, view a complete history of every interaction you’ve had with them, and group similar clients and prospects using advanced query tools.
Over 60 customizable fields within Act! give you a completely personalized experience. You can also use Act! to manage individual and team calendars to keep everyone focused on each day’s top priorities.
Communicate directly with clients one-on-one or as intelligently segmented groups with professionally designed, eye-catching emails, and track your successes with real-time campaign reporting.
Sophisticated tracking and intelligent Call Lists let you send the right message to the right client or prospect at the right time – directly from within Act!
Stay connected to your agency when you’re on the go and access key contact information, calendar details, and more from your iOS or Android™ device. Work online to update data in real time, or work offline in the field without losing productivity.
Capture prospect information and easily group, assign, and nurture potential clients through the beginning of your contract process.
Complete activities in each stage of your pipeline to keep deals moving smoothly from contract to close, and analyze the health of your pipeline to better understand team performance and make strategic business decisions.
