Act! CRM


ACT! crm - Make contact.  Build relationships.  Get Results.

know every detail about your contacts and customers - even while on the move

  •  Keep contact info, plus associated notes, history, activities, opportunities, and more in a single, orderly view.
  • Take action on these important customer details and drill into the specifics whenever you need to.
  • Stay connected to your business with mobile access to key ACT! details from mobile devices like the iPhone, iPad, or Android.

Make the most of your work day

  • Capture impromptu notes and personal reminders on a convenient virtual notepad, then push taks that require follow-up into ACT!
  • Configure Smart Tasks to automatically trigger and perform tasks for you, like sending emails or scheduling activities.

Work seamlessly with tools you rely on each day

  • Integrate with Microsoft Outlook, Gmail, Google Contacts and Google Calendar to leverage your contact's social media and updates to Linkedin and Facebook.

Generate buzz and turn new opportunities into paying customers

  • Create professional, eye-catching emails with Act E-marketing for ACT!, and easily send to your ACT! contacts.  Further extend your reach beyond just email with the power of social sharing.
  • Manage sales opportunities by tracking products and services, associated activities, probability of close, and more.
  • See graphical representations of performance with actionable dashboards, or run one of 40+ reports related to activities and opportunities.

Integrate Act! CRM with your accounting system

  • There are links for several popular accounting packages, including Reckon Accounts (Quickbooks), MYOB, Xero, Accredo and MYOB Exo.  See for more information.