Act! is the #1 best-selling Customer & Contact Manager
Affordable and easy to use, Act! is the trusted solution to help individuals, small businesses, and sales teams organise prospect and customer details in one place, send emails, market products and services more effectively, and drive sales results in the office and on the road.
Act! Pro is the perfect fit for individuals and small businesses that seek robust contact management functionality for a low upfront price.
Act! Pro features:
Contact & Activity Management - Capture and track detailed customer information, manage
calendars, and prioritise activities.
- Contacts & Groups
Keep contact details, including email, phone numbers, documents, and social media updates in one organised place. Easily customise over 60 fields for a more personalised experience.
- Calendar & Activities
Manage schedules and keep track of activities and events such as meetings, to-dos, and phone calls for yourself or your team on a shared calendar, so you stay focused on top priorities and make the most of your day.
- Notes & History
Quickly capture meeting and call notes, record emails, and write reminders for each contact. A sortable contact history view helps you easily locate, analyse, and act on information.
Opportunities & Sales Tracking - Convert leads, drive sales through the pipeline, and track
- Lead Management
Capture prospect information and easily group, assign, and nurture leads through the beginning stages of your sales process.
- Sales Processes
Manage customers through a simple, out-of-the-box sales process, or personalise your own processes to fit your business. Keep detailed progress notes and see the probability of close for each opportunity.
- Sales Pipeline
Analyse the health of your pipeline and assess critical business metrics from across your business to gain a deeper understanding of individual and team performance - making strategic decisions.
Email Marketing - Act! emarketing - Segment contacts, create and send targeted email
campaigns, and prioritise hot leads.
- Target Lists
Intelligently segment your target list and customise relevant, engaging messages through personalised email campaigns.
- Email Campaigns
Create, send, and track professional, eye-catching email campaigns that reach customers and prospects with the right message at the right time.
- Reporting & Follow-up
Track your email marketing success with real-time campaign reporting, and focus on hot leads first with intelligent, prioritised Call Lists - all from within Act!
Business Insights - Analyse data, gain critical business insights, and guide strategic
- Standard Reports
Choose from over 40+ pre-configured reports such as Opportunities by Status, Pipeline Report by Sales Process & Stage, Won Opportunities by Reason, and more! Make strategic decisions that positively affect your bottom line.
- Custom Reports
Configure custom reports unique to your business process with the report designer, then easily export to Microsoft Excel, HTML, PDF or email.
View a customisable visual representation of key performance indicators so you can make strategic adjustments based on individual, team, and company performance.
Contact CentrePoint on 020 7831 3050 to arrange a demo of Act! Pro and see how it can fit into your business needs