Man with a tie Juggling on a unicycle across a tightrope over water surrounded by shark fins and a crocodile. Image by Geoff Tristram © 2014. In Business there are a lot of challenges...

...having your customers' information at your fingertips shouldn't be one of them.

About The Software

The number 1 best-selling Contact & Customer Manager for over 25 years, Act! is the choice for individuals, small businesses, and teams to drive results and create customers for life, trusted by users to get organized and take the guesswork out of marketing to drive sales results.

"Act! continues to add timely new features to the most user-friendly customer management software in the industry."

Get it together

More time, better relationships, higher success. Act! keeps all your prospect and customer details in one organized place – at the office and on popular mobile devices.

Marketing = Selling

Take the guesswork out of marketing and convert more sales. Integrated e-marketing services guide you to reach the right customers with the right message.

Act! Allows you to organise the following "out of the box":

  • Contacts, groups, and companies
  • Calendar and activity management
  • Seamless integration with Office, Outlook®, Google™, Facebook®, and LinkedIn®
  • Best-practice process automation
  • Opportunity management
  • Dashboards and reports
  • Standard security settings, including user permissions and access
  • Integrated emarketing services

Manage anything and everything related to your contacts and calendar. Create a holistic view of all relationship interactions at a company automatically, and benefit from being able to review and analyse history for everyone you do business with. Take the guesswork out of knowing where to prioritize your time based on data-driven customer intelligence that serves up relevant relationship details for list groupings to quickly perform actions en masse to free up your time.

Act! can help you handle the things that need to get done every day, leaving you more time to focus on what counts – your customers and sales.

Act! enables you to drill down into specific details about your business relationships, putting the latest information at your fingertips, from contacts and calendars to customer notes and history.

  • Keep customer contact information, plus associated notes, history, activities, documents, opportunities, social media profiles, and more in one organised place.
  • View a complete history list at a glance and drill down by date, type of history, user or keyword to find the information you need. Plus export this information to Excel to make reporting even easier.
  • Automatically link your existing and new contacts to company records, giving you an instant view of everyone you do business with at a single company
  • With Act! Scratchpad you can avoid duplication or loss of important information, a convenient virtual notepad.
  • Smart Tasks lets you accomplish more, it will put activities in your calendar, send emails for you and much more, even when your Act! software is closed.
  • Track scheduled activities and associate them to your contacts for a complete view of happenings with those relationships.
  • Stay up-to-date with when a scheduled task completes successfully, or fails - giving you peace of mind that important database tasks are being completed.

You can do it all from just one place.

  • Write an Outlook® email from within Act! and a history is recorded on the associated contact for quick recall.
  • Sync your Act! contacts and calendar with Outlook® and Google®, then easily access them from either application.
  • View popular social media sites within Act! to see more detail about what your customers are up to now.

With Act! emarketing emails are easy to create, send and track. A cost-effective way to grow your business by regularly communicating with your customers and prospects with the right message at the right time. Call lists automatically recommend hot leads to follow up with to generate sales.

Integrated analytics

  • Easily segment data, on any criteria with just one click
  • Get detailed reports – including opens, clicks, bounces, opt-outs, and more
  • Record history and notes back into your Act! database

Create sales opportunities

  • Rank your hottest leads based on up to date customer interaction

Template editor

  • Dynamic online editing tool
  • Choose from 100’s of customisable templates – including mobile-friendly versions
  • Host & Share images and documents
  • Personalisation options like dynamic data integration for smarter targeting

Additional features for sales teams and /or people requiring mobile access to Act!:

  • Extended accessibility and team-based functionality
  • Real-time, shared access to a central database from Windows®, web, and mobile
  • Group scheduling, dashboards and reports with team views
  • Additional security settings, including field-level security
  • Advanced administration and deployment options
  • Act! Premium Mobile2

Benefits:

While you are on the move, it is critical that you have your customer details to hand. Have the latest information at your fingertips, so you always have a complete picture of your customers and business. You can stay connected to your business by accessing key Act! details from your favourite supported device. Instantly view and capture important customer details in real time, with all the functionality you are accustomed to, now with easier access and immediate updates.

  • Stay connected with real-time, mobile access to your Act! Premium contact, calendar, and opportunity details from your iPhone®, iPad® or Android™ device.
  • Easily view, add, and edit Act! contact details, notes, history, activities, as well as groups and companies for a powerful sales advantage.
  • Focus your energy on high priority opportunities by filtering your list view based on date, status, process, and stage—like commitment to buy.
  • Conduct a global search on any text field, even attachments, to find and open precisely what you need, when you need it—fast.
  • Increase your effectiveness with a sleek interface that features Quick Actions and follows familiar Act! functionality. Personalise your layouts and enjoy a split screen tablet view for easy scrolling and viewing.
  • Keep everyone up-to-date and on the same page since workgroups have secured, shared access to the most recent Act! details.
  • Get the most out of using Act! Premium, because Act! Premium Mobile is included at no additional charge with your purchase!
Your Customers' Info From Valtex
Sage Developer