Act! CRM

Act! CRM

 

Fully-featured Act! CRM helps you build lasting relationships, close deals faster, and make informed business decisions.

Act! CRM gives you a 360-degree view of your customers and contacts so you can identify your best opportunities and focus on providing a unique customer experience – even while on the move. And if you work on a team that needs to stay in sync, consider the additional benefits of using Act! CRM which includes mobile access.

Why partner with Softext

  • Access to Act! certified consultants
  • Customise database for Contact, Companies and Group layouts*
  • Design Email, Word templates and reports to use*
  • Import data (contacts, companies & groups)*
  • Onsite installation and Training*
  • FREE online demo and consultation
    *Additional costs may apply apply

Access to Act! expert technicians helping you resolve any techical issues and answer any questions you may have relating to your Act! application.

Our support service will provide you with everything you need to safeguard the running of your software system.
We provide a choice of two suport packages and what’s included is below.

Choose Your Support Package
  • Phone Support - Mon-Fri 9am to 5pm

    Phone Support - Mon-Fri 9am to 5pm

  • Email Support

    Email Support

  • Remote Support

    Remote Support

  • Self-service resources
    Self-service resources

  • Forgotten password service

    Forgotten password service

  • Installations / Upgrades
    Installations / Upgrades

  • FREE - 1x layout design - upto 20 fields
    FREE - 1x layout design - upto 20 fields

  • 2x Custom reports
    2x Custom reports

  • 10% Off Onsite training & consultancy services

    10% Off Onsite training & consultancy services

  • 10% Off Acts addons - Custom tables & AL4A
    10% Off Acts addons - Custom tables & AL4A

Basic
  • Phone Support - Mon-Fri 9am to 5pm

  • Email Support

  • Remote Support

  • Self-service resources

  • Forgotten password service

  • Installations / Upgrades

  • FREE - 1x layout design - upto 20 fields

  • 2x Custom reports

  • 10% Off Onsite training & consultancy services

  • 10% Off Acts addons - Custom tables & AL4A

Premium
  • Phone Support - Mon-Fri 9am to 5pm

  • Email Support

  • Remote Support

  • Self-service resources

  • Forgotten password service

  • Installations / Upgrades

  • FREE - 1x layout design - upto 20 fields

  • 2x Custom reports

  • 10% Off Onsite training & consultancy services

  • 10% Off Acts addons - Custom tables & AL4A

Act! CRM – Access via Windows®

System Requirements

  • 4 GB available hard disk space
  • 1280 x 768 or higher resolution monitor
  • Broadband Internet connection
  • 2 GB system memory, 4GB for 64-bit OS
  • 1.8 GHz processor

Supported Office Integrations

  • Microsoft® Office 2019 (32-bit and 64-bit)
  • Microsoft® Office 2016 (32-bit and 64-bit)
  • Microsoft® Office 2013 (32-bit and 64-bit)
  • Microsoft® Exchange and Office 365 for contact and calendar synchronization (Further information around Exchange support is available here)
  • .NET 4.7 (required for integration features only)
  • Internet Mail SMTP/POP3

Supported Operating Systems

  • Windows Server 2019
  • Windows Server 2016
  • Windows Server 2012 R2Windows Server 2012
  • Windows 10 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)

Database Server

Act! uses SQL Server® 2014 Express or your existing installation of SQL Server 2012 or newer. Note that SQL Server 2008 R2 is no longer a supported Microsoft product, and existing installations of this version must be upgraded for continued compatibility with Act!. Further information is available here. If you would like to use an edition of SQL Server other than the one provided, please consult Microsoft documentation for specific hardware and software requirements for that edition.

Act! CRM – Access via Cloud, Web, & Mobile

Server System Requirements

  • 4 GB available hard disk space
  • 1280 x 768 or higher resolution monitor
  • Broadband Internet connection
  • 4 GB system memory
  • 1.8 GHz processor
  • Network Interface Card
  • Router and/or Firewall that supports IPv4 NAT or IPv6

Supported Operating Systems

  • Windows Server 2019
  • Windows Server 2016
  • Windows Server 2012 R2
  • Windows Server 2012
  • Windows 10 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)

Database Server

Act! uses SQL Server® 2014 Express or your existing installation of SQL Server 2012 or newer. Note that SQL Server 2008 R2 is no longer a supported Microsoft product, and existing installations of this version must be upgraded for continued compatibility with Act!. Further information is available here. If you would like to use an edition of SQL Server other than the one provided, please consult Microsoft documentation for specific hardware and software requirements for that edition.

Supported Browsers

  • Microsoft Internet Explorer® 11
  • Google Chrome™ Browser for Windows
  • Google Chrome™ Browser for Mac

Supported Office Integrations

  • Microsoft® Office 2019 (32-bit and 64-bit)
  • Microsoft® Office 2016 (32-bit and 64-bit)
  • Microsoft® Office 2013 (32-bit and 64-bit)
  • Microsoft® Exchange and Office 365 for contact and calendar synchronization (Further information around Exchange support is available here)
  • .NET 4.7 (required for integration features only)

Mobile Client System Requirements

  • Safari® for iPad®
  • Safari® for iPhone®
  • Google Chrome™ Browser for Android
  • Internet access to Act! for Web IIS server

SQL Server Edition Recommendations
Express is free, but limits processor use to the lesser of a single CPU socket or 4 cores. Memory is also limited to 1 GB, and the size of your data file cannot exceed 10 GB. For this reason, we recommend SQL Standard for any deployment over 20 users or 5 GB in size, allowing for growth. Individual performance may vary based on actual database size, hardware variations, and product usage.

Custom Tables

Unlock the full potential of Act! with Custom Tables, providing maximum adaptability so you can bring complex data sets, unique business processes, and specialised industry practices together in Act!.

Feature highlights

  • Maintain detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects in an unlimited number of tables with spreadsheet-like functionality, embedded within Act!.
  • Associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.
  • Benefit from the power of CRM to action on the data you keep in Custom Tables—schedule activities, send follow-up emails, and more.
  • Search and view roll-up data in filterable, aggregate list views for things like all projects or all service contracts or view highly-specialised information like the details of an individual project or service contract for a particular contact.
  • Get started with numerous out-of-the-box templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Realty, Service, Software, and Support—all included in the Industry Template Library.

Custom Tables FAQs

Custom Tables make it possible to bring complex data sets, unique businesses processes, and specialised industry practices together in Act! to manage your business. Custom Tables Manager in Act! enables you to embed tables with spreadsheet-like functionality into Act!, so you can track rich, specialised data. But unlike spreadsheets, you can associate individual table entries to Act! contacts, companies, groups, and opportunities for easy reference.

Do you sell multiple products? Do you offer services or sell service contracts? Have you ever missed a renewal date? If you answered yes to any of these questions, your business will benefit from using Custom Tables.

The possibilities are limitless! For example, you can track insurance policy details, product catalogs, mortgage information, or project management dates. You can even keep photos of inventory within Custom Tables.

In Act! list views, Custom Tables look like a spreadsheet within one tab of your database where you can store an infinite amount of data. This makes it easy for managers to view roll-up metrics for things like all product sales for a particular company. You can also view individual details at the contact level like the details of an individual product sold to a particular contact.

Not only are you able to associate individual table entries to Act! entities, you get the benefits of CRM to action on the data—create activities and to-dos, send follow-up emails, engage in informed sales conversations, and more. Action on communications tied to policy end dates, contract renewal dates, upcoming warranty expirations, or even birthdays tracked in Custom Tables.

Yes the Industry Template Library includes templates for Consulting, Event Planning, Insurance, Loans, Mortgage, Product Inventory, Projects, Real Estate, Service, Software, and Support.

Custom Tables Manager is available at extra cost of £96 + vat per user – annual susbcription

Act! 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.

Companion App

Contact & company details
Enjoy everywhere access to Act! contact, group, and company details from the app. Need to add a prospect or update a customer’s phone number? It’s easy to create, update, and delete contacts and companies on-the-fly. Even scan business cards. Powerful search capabilities and filters help you find what you need in an instant.

Interactive maps
Know more about where you’re going and what’s around you with interactive maps in contact and company views. Get driving directions, find nearby places of interest like restaurants and transportation, and locate Act! customers in your area. Even see customers near you with heat maps.

Calendar, activities, & history
Stay on top of your day with an organised view of your Act! calls, meetings, and to-dos in calendar and list views. Schedule and update activities as your day progresses. Capture history and associate to your contacts, companies, opportunities, and other Act! users. Alerts keep you informed and productive.

Sales pipeline management
Close deals from anywhere, because your sales pipeline is always at your fingertips. View Act! opportunities in list, detail, and snapshot views. As new opportunities come in or deals progress, easily create, update, and close opportunities from the app.

Actionable dashboards
Gain insight into business and team performance with actionable Act! Insight dashboards. See dynamic, visual snapshots of real-time metrics for team performance, top performing products, win/loss analysis, campaigns, and so much more.

Dynamic Sales Pipeline Management

  • 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.

Act! Connect

Extend the power and reach of Act!.

Connect with hundreds of popular apps that extend the power and reach of Act! via Act! Connect. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! and the apps of your choice.

Act! Connect is available with Act! CRM,  Growth Suite Professional, Premier, and Ultimate.