We can all agree that Act! is a complete CRM and offers a very wide range of features. Let’s dig into some of them to have a clearer idea of how it can benefit you and your team. Here are some of the most important ones: Contact and company management, Sales and marketing automation, Calendar and task management, Reporting and analytics, Customizable dashboards and layouts, Automated workflows and business processes, Automated lead scoring and prioritisation, and more.

Sales and marketing automation

The Sales Automation feature of Act! is a set of tools that help streamline and automate various tasks and processes related to sales. It allows you to manage leads, track and analyse customer interactions, and automate repetitive tasks such as email follow-ups and scheduling. Some key features of the Sales Automation in Act! include:

Lead Management: The CRM allows us to track leads and their interactions with your company, including email, calls, and meetings. You can also set up lead scoring and lead nurturing to prioritise and engage with the most promising leads.

Email tracking and Templates: The sales automation feature allows you to track the emails you send to your leads and customers, and see when they've been opened or clicked. You can also create and save email templates for faster email writing.

Meetings and Calls: You can schedule meetings and calls with leads and customers directly from the CRM, and log those interactions in the contact's timeline.

Sales Pipeline: The sales pipeline allows you to visualise and track the progress of leads and deals through your sales process. You can also set up pipeline automation to automatically move leads and deals through the pipeline based on certain actions or criteria.

Reporting and Analytics: The sales automation feature includes various reporting and analytics tools that allow you to track your sales performance, such as closed deals, pipeline and forecast.

Overall, the Sales Automation feature in Act! is designed to help sales teams increase efficiency and productivity by automating repetitive tasks and providing valuable insights into the sales process, which helps to improve the sales performance.

Automated lead scoring and prioritisation

ACT! CRM includes an automated lead scoring and prioritisation feature that helps us prioritise and focus on the most promising leads.

The feature uses a point-based system to assign scores to leads based on specific criteria, such as demographics, behaviour, and engagement. We can set up custom scoring criteria and weighting to reflect our own sales process and priorities.

Once leads have been scored, the software automatically prioritises them based on their score, with the highest-scoring leads appearing at the top of the list. This allows us to quickly and easily identify which leads are the most likely to convert, so we can focus our efforts on the most promising opportunities.

The software also allows us to create custom lead lists and filters based on different criteria, such as score, location, or industry. This allows us to segment our leads and target specific groups with personalised messages.

Overall, the automated lead scoring and prioritisation feature of ACT! CRM is a valuable tool that can help businesses focus on the most promising leads and increase their chances of closing deals. It also helps them to create targeted campaigns to specific leads that are more likely to convert into a customer.

Calendar and task management

The calendar allows us to schedule and manage appointments, meetings, and other events, and it can be synced with other calendars, such as Microsoft Outlook or Google Calendar.

The task management feature allows us to create and assign tasks to ourselves or other users, set due dates and priorities, and track progress. We can also set reminders for tasks and appointments, and receive notifications when tasks are due or appointments are approaching. The calendar and task management feature of ACT! CRM can be used to increase productivity and stay organised.