No matter where you need your crucial customer data stored, Act possesses both an on-premise and a cloud-based CRM solution for you. The CRM software has a neat layout, and cautious navigation makes it easy to log in and move ahead. Though the Act does not possess many in-depth solutions as some best CRM software, we reviewed, but it does have something unique to offer.
Just like many contact management software, Act merges with your email application so you can only open and organize your messages from within the CRM software.
This makes it convenient to save customer interactions, compare the grievances, IT related issues among clients and also create email marketing campaigns. Act has dialing option. Though there was little weak connection sometimes. Apart from email integration, Act has a group calendar to keep the entire team in sync.
All meetings, phone calls, and daily activities can be tracked to keep consolidated customer relationships. You can also jot down anything which comes to your mind, with its to-do list option.
The feature is very beneficial for a business contact manager as there is no worry about losing anything. For managing multiple tasks and viewing more client history at one single time, the split window design of Act is supportive. Half page from top lets you to select contact while half page from the bottom shows contact history, activity, notes, relevant web pages and opportunities.
There are info tabs on top of the view screen which allow you to access information quickly and easily. Act CRM software has one great feature of generating many reports. Most CRM solutions have the feature of creating basic accounting, client history, and pipeline reports.
The software has so much more, inclusive of gross margins by individual employees, lost possibilities and chances by competitors and in fact birthday lists for both clients and staff. Summary Act is very user-friendly CRM solution that is full of lucrative features to ensure clarity and a high-yielding work environment in your company while providing the best customer experience for your clients.