What is Act! CRM?


Act! CRM is the world's leading contact management and CRM system for small to medium-sized businesses.

Act! provides the ultimate customer relationship management (CRM) toolset to help grow your business by automating sales and marketing.

Act! CRM helps sales teams to build relationships with customers using advanced contact management and email marketing features. This enables companies to drive sales performance and enhance business profitability. Act! CRM provides tight integration with Microsoft Office and Outlook so sales can track all emails and documents with contacts.

Organise your calendar and activities with Act! CRM, so sales reps can keep on top of important customer follow-ups and touch points.

Why Choose the Act! Customer Relationship Management System?

If you are looking for a cost-effective CRM solution to record prospect and customer information, track phone calls, meetings, emails, documents and follow-ups, and manage all aspects of customer service and sales activities then Act! CRM is the choice for you.

Engage with customers and prospects with Act! marketing which allows you to send response driven marketing campaigns to targeted lists. Act! Marketing alerts you of new prospects for sales, whilst prioritising follow-ups.


How Can Act! CRM Help Drive Sales?

Manage sales opportunities using Act! CRM using a simple out of the box process or configure Act! to fit your exact business requirements.

Track various opportunity variables such as the number of days open, product type, activities for each opportunity, and a lot more.

Sales reps and sales managers can see a complete visual dashboard of your pipeline so you can focus efforts as well as adjusting your sales strategy accordingly.


Act! helps you manage the sales process and sales pipeline

You can manage your sales process with customers and contacts in the Act! sales opportunities by either personalising the sales process that best suits your organisations sales processes or you can use the solution which comes out of the box, which mirrors a useful sales opportunity process that most sales teams will find useful.

For each sales opportunity in the Act! sales module you can complete activities in each stage of the sales process to keep deals moving forward, organise meetings, sales calls, to-do’s, quotes, send emails and more. Accurate updates from the sales teams will enable you to effectively manage your sales pipeline and gain a deeper understanding of individual and team performance.


Up-Sell and Cross-Sell to Existing Customers

Another advantage of Act! sales force automation software is that it gives a company the ability to up-sell and cross-sell to existing customers, this is made easy because Act! stores all contacts and customers in a central database and sales teams are able to access account history and contact notes and suggest additional products relevant to individual customers.

Specific customer and contact groups can be created so that targeted sales campaigns are developed.


Sales Reporting and Dashboards

One of the key benefits of using Act! CRM to manage your sales staff is that it gives you a wide range of sales reports, dashboards and KPI’s to indicate whether the sales process is being operated effectively and achieves the results set forth in sales planning and sales target budgets.

The Act! sales force management solution can also give accurate reports on opportunity pipeline management and effectively show the potential sales expected in future time periods, as each opportunity has a stage or probability set against it.

Other elements of the CRM system include order management and product knowledge.


How Can Act! CRM help drive your Marketing Automation?

Act CRM Marketing automation allows you to generate leads for your business by optimising the way you communicate with customers and prospects, this helps you strengthen your sales pipeline and drive business growth.

Key areas of Act! Marketing Automation include:

  • Lead Management
  • Campaign Management
  • Comprehensive Marketing Reports
  • Work-flow Designer and Template Editor
  • CRM Work-flow

Which Version of Act! CRM is right for your business?

Act CRM is available in 3 different versions that offer a range of CRM options, from entry level CRM to full-featured CRM in the Cloud. Act! offers ultimate flexibility to meet your business needs, deployment and access requirements.

Act! Pro This is the entry-level CRM version, ideal for small teams or individuals who are starting out with CRM.

  • Download to your PC and start straight away
  • Perpetual license with a single payment. No ongoing subscription fees
  • Act! E-marketing
  • Only upgrade when you are ready to grow or you need to update for integration or obsolescence reasons
Act! Premium - Perfect for businesses who want extra flexibility whilst having the option to access CRM from anywhere.

  • Unlimited records
  • Unlimited fields
  • Sales Process Automation
  • Rich, customisable insights dashboard
  • Powerful API integration
  • Marketing Automation
  • Act! Connect
  • Act! Companion
Act! Premium Plus - All the features of Act! Premium but with custom tables and tailored templates, ACT Premium Plus was previously known as ACT Premium Cloud.
  • Custom tables
  • Tailored templates
  • Unlimited records
  • Unlimited fields
  • Sales Process Automation
  • Rich, customisable insights dashboard
  • Powerful API integration
  • Marketing Automation
  • Act! Connect
  • Act! Companion


What is Act! 365?

Act! 365 allows you to integrate tightly with Microsoft Office, you can track emails, Word documents, and spreadsheets for each customer and prospect.

Act! 365 also has a set of powerful sales and marketing tools to help find new leads and close more deals, whilst driving business growth.


What is the Cost of Act! CRM?

The cost of Act! is dependent on which version you buy and how many users you need. We have produced an informative guide on pricing, which details the pricing structure for Act! Pro, Act! Premium and Act! Premium Plus.

There are a range of On-premise and subscription options to choose from depending on which version you want to buy.

What are the Alternatives to Act?

The original developers of Act! CRM also offered a more flexible and comprehensive CRM solution which was called SalesLogix which is now branded as Infor CRM.

Act! CRM was initially designed as a contact management system and then into an entry-level Customer Relationship Management solution focusing on automating sales and marketing. Infor CRM was developed as an enterprise-wide alternative offering more flexibility that also supported customer service and support departments.

The main benefits of Infor CRM include:

  • Development platform
  • Advanced Reporting with Crystal Reports Included
  • Customer Service Features
  • Marketing Campaigns 
  • Better Integration with Outlook and Office 365
  • The ability to manage Assets
  • Support Tickets
  • Manage Contracts
  • Returns and Defects for Product

Get in Touch


Call us today on 0845 257 3141 or email us at sales@alphalogix.co.uk to discuss ACT CRM or Infor CRM.