ACT! CRM

ACT! CRM features

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  • Flexibility in terms of use
    • Access through the web and mobile devices
    • Use in offline mode (remote synchronization of mobile workstations)
    • Local network use
  • Contacts and trade relations
    • Importing customer/prospect files
    • Grouping several contacts in a single company record
    • Included 70 fields including: Photos, Yes / No, Memo, email ...
    • Create your own custom fields and adapt the layout in few clicks
    • Monitoring activities directly from the contact form
    • Writing notes, tasks and sales opportunities
    • Add attachments to notes, history and activities
    • Synchronization with MS Outlook ®: appointments, contacts, e-mail attachment and activity creations
    • Word processor with integrated mail merge
    • Documents templates: e-mailing, newsletter ...
    • Print labels and envelopes
    • Locations of contacts on a map
    • Link with smartphones
  • Monitoring activities
    • Task List and series of activities
    • Sharing calendars
    • Customizing priorities and activities
    • Event Programming for all users: holidays ...
    • Room and equipment management
  • Forecasting and tracking sales opportunities
    • Dashboards with sales projections, objectives ...
    • Follow business with probabilities of success
    • Sales forecasting tools: charts, funnel reports
    • Reports margin sales / products ...
    • Taking into account the margin, purchase price, reference ...
    • List View opportunities
    • Defining multiple sales cycles (short, long ...)
    • Import product catalog with product code, purchase price ...
    • Inserting multiple products in a chance
    • One click quote
    • Interactive sales funnel
    • Export opportunities to Microsoft Excel ®
  • Centralized secure information
    • Total ou partial data sharing
    • Contacts private/shared/public
    • Access rights management (per users/teams)
 

Select your product ACT! CRM

starts from
432
420 € excl. VAT / year
 
432 420 € excl. VAT / user / year -2 %
Options
-31 %
145
99 € excl. VAT
Option
145 99 € excl. VAT
-33 %
285
190 € excl. VAT
Option
285 190 € excl. VAT
-32 %
565
380 € excl. VAT
Option
565 380 € excl. VAT