Act! CRM and Marketing Automation
Act! CRM is the bestselling contact management solution with over 4 million users worldwide.
Act! keeps all the details of your business relationships in a single, organised view, so you’re informed and prepared for every interaction.
Keep contact info and associated notes, history, activities, documents, opportunities, and social media updates in one organised place.
Use Act! CRM to;
- Organise your calendar and activities.
- Follow and report on marketing activity.
- Build better customer relationships with detailed insights.
- Fuel business growth.
Introducing Act! Automated Marketing
Act! Marketing Automation is an all-in-one marketing tool that integrates seamlessly with Act! CRM.
Create effective response-drive nurture marketing campaigns to personalise marketing and sales activity at every stage of a buyers’ journey, along with the ability to incorporate social sharing. The workflow designer gives you a graphical view of your marketing workflows with live metrics so you can measure your success at each stage of your campaign.
Act! Automated Marketing enables you to create effective landing pages with built-in lead capture forms, automatically mapping the data into your Act! CRM system. With additional multi-stage lead profiling, AMA helps your sales team convert more leads into sales.
Real-time response metrics provide accurate insights into your marketing campaigns including; opens, clicks, bounce rates, and comparative stats for each campaign. Act! CRM contact records will also be automatically updated with email campaign history so you can see which emails have been received and if they were opened or not.
Act! Business Insights
- See dynamic, visual snapshots of real-time metrics with built-in dashboard views covering individual, team, and business performance.
- Monitor sales, marketing, and business heath KPIs to drive smarter decision-making.
- Personalize your dashboards with filters for date range, activity types, products, and users shown.
- Drill-through to Act! list views or send dashboards to PDF with one click for further analysis.
- Customize or create dashboards for insights specific to your business or role. Pull in data from all Act! entities, reporting-based fields, and custom fields.
Act! Sales Pipeline
- Project revenue, adjust strategy, and quickly focus efforts with the Pipeline view featuring in-context KPIs, an actionable sales pipeline, an interactive sales funnel, and advanced filtering.
- Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply. Or create custom KPIs to suit your company’s needs exactly.
- See a visual representation of all opportunities organized by sales stage with the actionable sales pipeline. Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail.
- View the total count and value of all open opportunities in your pipeline with the interactive sales funnel. Apply filters to see data by rep, sales stage, date range, and more. Hover or drill-through each stage for more detail.