CRM Software
Act CRM
Top Features
Act CRM
Top FeaturesACT! By Sage 2009 Top Features
Manage your time betterThanks to the new Dashboard feature; you’ll have all of your contacts and appointments at your fingertips. You can schedule calls and meetings, prioritise your to-do list, and manage your resources efficiently by using
Group Scheduling.
Better all-round customer and internal communication
With all of your contact information centralised, customer details can be easily accessed and shared by all of your colleagues.
You can view their notes and history, which means you’ll always be on the ball should a query arise, and you can also see if there are any to-do items that may be outstanding.
Track your sales opportunities and act on them
By capturing important customer information, you can look at optional sales opportunities.
You can also accurately forecast where your sales are coming from and what the orders will be, enabling you to plan more effectively.
Communicate with your clients more effectively
Get up to speed on your client's situation in an instant by viewing their last communication.
You can also create, send and track emails to and from contacts, and access the ready-made templates when writing emails, letters and memos to customers.
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