Act! Premium
CRM & Marketing Automation built for small & mid-sized businesses success.
Since 1987, Act! has been purpose-built for small and midsized businesses, Act! Premium provides easy to use tools to build relationships, maximize engagement, and drive business growth.
How We Help
Mondo Stats
24
Years of Act! Certification by MondoCRM
3
Number of Act! Consultants Ready to Help
535
Number of Custom Act! Databases Designed
Act! Highlights
See all your contact details at a glance.
Keep rich customer details, emails, documents, notes, history, activities, and more in one easy to find place—the Act! contact record—for a complete view of your customer relationships. Seamlessly move your customer information from your current CRM solution with ease. Unlock the full potential of Act! with Custom Tables! Manage detailed, industry-specific data like insurance policies, service contracts, mortgages, or projects with ease.
Quickly visualize performance for yourself and your team
See dynamic, visual snapshots of real-time metrics with interactive, graphical Act! Insight dashboards covering individual, team, and business performance. Monitor sales, marketing, and business health KPIs for smarter decision-making. Dig deeper with one of 50+ pre-configured reports or create custom reports with the report designer. Export reports to Microsoft® Excel, PDF, and email for further analysis or sharing with your team.
Dynamic Sales Pipeline Management
Manage opportunities using a simple, out-of-the-box sales process or one you configure to fit your business. Track products or services, status, days open, probability of close, documents, and more with every sales opportunity. See a complete, visual representation of your sales pipeline to project revenue, adjust your strategy, and quickly focus your efforts. In-context KPIs help you understand the health of your sales pipeline at-a-glance.
Make it easy to stay in touch
Optimize all the ways you communicate with prospects and customers with Act! Marketing Automation to maximize engagement and drive business growth. Engage prospects and customers 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.
Orchestrate campaigns with Act!.
Comprehensive Campaign Management
Effective Lead Capture
Real-time Response Metrics & Actionable Customer Insights
Visual Workflow Designer
Connect Act! to other applications.
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