Customer Relationship Management (CRM) is a software tool that manages the most important asset in your business - your customers.

CRM is the key to sound business relationship management. It helps you and your team to manage all of the tasks and information related to developing and maintaining relationships with the people 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's.
  • Maintain accurate records of all your interactions with contacts
  • Forecast and track sales opportunities
  • Generate reports for reviewing contact data, activities, sales and more.

 

Act! is a perfect CRM for small business

Act! is simple to use with the freedom to tailor a CRM that will fit your unique business, at an affordable price  With Act!, you'll get a complete CRM solution to help you grow your business, in any industry. Plus, you have access to a team of local CRM experts to support you.

Know your customers

Maintain a complete view of your prospects and customers, including associated notes, histories, activities, documents and opportunities in one organised place.

Manage your day

Easily prioritise and track phone calls, meetings, to-dos, and emails for yourself or your team so that you can make the most of your day.

Drive sales

Complete activities in each stage of the sales process to keep deals moving. Automate all the ways you communicate with prospects and customers to maximise engagement and drive business growth.