What is CRM - CRM Solutions - CRM Software - Act Today What is CRM - CRM Solutions - CRM Software - Act Today

What is CRM?

It’s a tool to help you manage the most important
asset in your business: your customers!

CRM or Customer/Contact Relationship Management is the key to sound business relationship management, helping to manage all of the tasks and information related to developing and maintaining relationships with the people, groups and companies with whom you do business.

CRM involves a variety of activities, including the ability to:

  • Manage all the details related to your contacts, such as addresses, phone numbers, e-mail, Web sites, notes, correspondence, documents, to-do items and activities
  • Communicate and effectively follow-up with your contacts by phone, mail and e-mail
  • Send personalised correspondence to your contacts
  • Schedule appointments, calls and to-do items
  • Maintain accurate records of all your interactions with contacts
  • Generate reports for reviewing activities
  • Forecast and track sales opportunities to improve results

Act! is the world’s leading Contact Relationship Management software and has been ever since the first version debuted in 1987.

Today, Act! is relied upon by millions worldwide as their business ‘command center’ providing up to the minute information about their business relationships and sales opportunities.

Rate your need for a CRM How can CRM help my business?

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The Tree Company

“I just want to write and say thank you. For the wonderful service you always provide. For the hassle free installation of the original and subsequent Act! programs and updates. For coming up with all the ideas on how we can make Act! work so much better and more productively for our company. For answering all our dumb questions. For going the extra mile with the support and service we receive from Mitch and Shirley. I have no hesitation in recommending you to other companies and people I know.”

Maria Hooper The Tree Company www.tree.co.nz June 30, 2015

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