Your trusted CRM choice just got better! Act! now includes dynamic sales pipeline management and powerful new Marketing Automation, transforming Act! into the ultimate small business toolset.
Dynamic sales pipeline management
Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring incontext KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, 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 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 your deals through stages and 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. Plus, the Opportunity list view now includes KPIs and advanced filtering.
Powerful new Marketing Automation
Optimize all the ways you communicate with prospects and customers with the new Act! Marketing Automation2 to maximize engagement and drive business growth. Engage contacts with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Plans start at $79 USD/account/month.
Dozens of subscriber-exclusive product enhancements
Enjoy dozens of valuable subscriber-exclusive product enhancements that make Act! even better! Create new Act! Insight dashboards using the data you manage in Custom Tables. Experience improvements to Custom Tables that allow you to quickly assign records and expand list views; plus perform advanced queries and mail merges, manage cascading dropdowns, and specify default columns via the web client. Additional enhancements include the option to attach inbound Outlook® emails to Act! history automatically, convenient access to helpful resources in the redesigned Welcome page, intelligent update notifications for offline clients, the option to manage activity types via the web client, and so much more!
What's new in Act! v20
Guide decision-making with rich insights from interactive, graphical dashboards.
Interact with Act! through simple, verbal requests to Amazon Alexa.
Experience a fresh, new look.
Manage campaigns through an intuitive, optimized workflow.
Benefit from numerous usability improvements.
Interactive, graphical Act! Insight dashboards
Guide decision-making with rich insights from interactive, graphical Act! Insight dashboards available to active Act! Premium subscribers. See dynamic, visual snapshots
of real-time metrics for sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with 10+ out-of-the-box dashboards.
Personalize dashboards or configure your Act! Insight view to display insights most relevant to your business or role. Gain insight into business and team performance, no matter where you are, with a new Act! Insight view in Act! Companion.