Essential Customer Management, Email Marketing, & Sales Acceleration Tools

Stay on Top of Every Relationship Detail

Customer Management

 

Keep an organized view of your customers and leads in one, easy to find place. Capture key contact info, photos, LinkedIn profiles, birthdays, and other custom fields you specify. With activities associated to your customers, it’s simple to stay on top of your commitments.

Need details on the go? Access Act! 365 from anywhere via a mobile app for iPhone®, iPad®, and Android™.

Engage with Customers

 

Create email campaigns using pre-built, mobile-friendly templates or create your own with the intuitive template editor. Send campaigns to your Act! 365 contacts and groups with ease.

Once campaigns are sent, zero in on your most interested leads with intelligent Call Lists that rank campaign recipients by level of engagement.

Email Marketing

Prioritize Hot Opportunities & Close Deals Faster

Sales Acceleration

 

Capture and manage key opportunity details, including status, value, estimated close dates, and more for every sales deal. With the visual sales pipeline view, it’s easy to assess the status of open deals and drag-and-drop deals as they progress through your sales stages.

Connect to the Apps You Rely On

 

Stay productive whether you’re working from Act! 365 or your inbox. An embedded Act! 365 toolbar in Outlook® lets you add new contacts to Act! 365, see past interactions with known email contacts, and create history records.

Connections to Popular Apps

Get Started with Ease

Intuitive Features

 

Benefit from a modern, intuitive user experience that’s easy to learn and easy to use. Import your current customers and leads from Microsoft®Outlook®, Google, iCloud®, QuickBooks®, and spreadsheets to get started quickly.

Have questions? Get the answers you need, when you need them with helpful online resources.

Embedded Inbox Experience

The perfect Microsoft® Office 365 companion, Act! 365 Contact Link provides an embedded Act! 365 experience within Outlook® so you can stay productive from your inbox!

Learn more

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