Get More Done

Rich Contact Management

With rich contact management features, you can maintain detailed records of your contacts. Store essential information, track interactions, and segment your contacts for targeted communication.

Act! even includes built-in click-to-dial to save time & reduce errors in calling your contacts.

Robust Task Lists and Calendars

Organize your daily activities with robust task lists and calendars. Make sure to schedule appointments, set reminders, and prioritize tasks to prevent any tasks from being overlooked.

Mobile App for On-the-Go Access:

Stay connected and productive with the Act! mobile app. Access your CRM data, manage tasks, and communicate with contacts from anywhere, ensuring you never miss an opportunity. And have the histories of all those contact engagements recorded instantly to Act!.

Project Management System

Streamline your project workflows with an integrated project management system. Plan, execute, and monitor projects efficiently, keeping your team aligned and on track, as well as your contacts in the loop at all times.

Customer Service Portal

The Act! integrated Customer Portal allows users to create a customizable customer portal with their Act! data. Whether you're in the technical support business looking to surface support ticket or contract details or a mortgage/insurance broker looking to provide access to policy or loan data, the portal service can make it happen quickly and easily.

Swiftpage guides:

Custom Tables

Custom Tables bring spreadsheet-like functionality into Act!, enabling you to track & manage rich, complex data that you can link to contacts, companies, groups, and opportunities for easy reference. They allow you to combine unique business processes and specialized industry practices inside Act! to help you better manage your business.

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