Act! CRM Training

Use Your CRM System to its Full Potential with Act! Software Training

Act! CRM Training delivered throughout the UK by accredited Act! experts

Act training delivered by certified Act! Business Partners. Our Act! CRM training sessions are designed to help you and your team get the most from your Act! subscription.

Download the Act! Training Brochure
















Act training delivered by certified Act! Business Partners. Our Act! CRM training sessions are designed to help you and your team get the most from your Act! subscription.

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Download the Act! Training Brochure
















Act CRM is a powerful customer relationship management and marketing automation system chosen by over 4 million businesses worldwide. It includes everything you need to market like a pro, turn leads into sales, and win raving fans for life.

Act CRM cloud is designed for small to medium-sized businesses who want better control over their customer relationship management and easy, automated marketing tools.

Why do you need Act! software training?

When you invest in a software solution like Act CRM, for true success you need to fully understand all of its features.

Act! is a feature-rich program capable of tracking your customer interactions and turning them into valuable insights. You’ll be able to see which products they have, when their contracts are expiring, when you last spoke to them, and even their birthday (if this is useful). Our qualified Act trainers will help you take all of this information and turn it into actionable insights. We’ll show you how to accurately record the information that is necessary for your business, and how to use features such as the Sales Pipeline, Opportunities, and Dynamic Groups.

Act CRM training from Softext is available both onsite and remotely. All of our courses are tailored to match your business goals and are delivered by qualified Act! consultants.

What does the training include?

Our onsite Act! CRM training sessions are tailored to meet individual business requirements but as standard all of our sessions include:

  • Creating new contact and company records.
  • How to lookup contacts within your Act! database.
  • Creating and managing both static and dynamic groups.
  • Scheduling, creating and editing activities.
  • Attaching documents to contact records.
  • How to use the ‘notes’ and ‘history’ tab.
  • Editing and adding new information to the web info tab.
  • Creating email and letter templates.
  • running new reports and editing existing reports.
  • Opening and managing opportunities.

Administrator Tasks

  • Customising your database by creating and editing fields.
  • How to create / remove users and set permissions.
  • Importing and exporting data.
  • Setting up remote database and synchronisation.

Why Choose Softext Ltd?

As certified Act! consultants, we’ve been working with the Act! CRM product for nearly ten years. We’ve implemented the software within hundreds of businesses, helping users to understand and utilise its features.

When you choose Softext you’ll get;

  • A fully accredited team of Act! software consultants, qualified to deliver training throughout the UK.
  • Access to marketing advice and best practice guides from our in-house marketing team.
  • Tech support from our trained support team who can help you with any queries as you use the software.
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Have you considered remote training?

Our Act training services can also be delivered remotely as well as on site. The benefits of remote Act training are;

  • Training tailored to meet the needs of your business
  • No travelling –  we will set up a remote session from the comfort of your own office
  • Dedicated 1-1 training or training in a small team
  • Advice and assistance on tailoring Act! for your business
  • Use your own database or a demo database
  • All remote training is delivered by an Accredited Act! expert

Book your Onsite Act! CRM Training

Benefits of Onsite Training:

  • Training tailored to meet your specific needs
  • No traveling – we come to your premises saving you time and money
  • Dedicated 1-1 training or in a small team
  • Advice and assistance tailoring Act! for your business
  • Use your own or a demo database
  • Training delivered by an Accredited Act! expert

Download the Act! Training Brochure
















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