Act! Consultancy

Act! Consultancy

To get the best from your investment in Act! it needs to be tailored to suit your individual business requirements. This includes adding the fields you need, removing the fields you don’t need, improving the design of screen layouts to make them user friendly modifying reports to ensure that data entry and retrieval is efficient and user friendly. This is where our expertise makes a difference, providing a service which we believe has the edge on our competitors.

Our Act! consultants are fully certificated to Act! v21 and Act! Marketing Automation.

Check out our business Facebook page for regular updates on current Act! Database development projects we are working on:   Project Support Facebook page


Act! Consultancy & Database Design

To ensure that our clients get the best from Act! we work closely with the system users to identify and agree the exact database design requirements. Our Act! Consultancy services cover:

  • the structure and content of the Company and Contact data fields including drop down lists
  • the design of screen layouts, templates and reports
  • groups and company requirements
  • opportunity fields, layouts, products and sales processes
  • user profiles and security options
  • data import criteria

Whatever your type of business we can customise Act! to integrate and improve the day to day operation, business processes and practices. We enjoy the challenge to help you find a solution to your business process problems. Check out our Case Studies

Check out our Installations page for an overview of the variety of ways that Act! can be deployed.

E. & O.E.






Solving Your Problems


We are a Swiftpage Platinum Business Partner, and Training Partner - testimony to our knowledge, expertise and experience of Act! CRM, and email marketing solutions including Act! Marketing Automation.

We enjoy the challenge to help you find a solution to your business process problems. Check out our Case Studies to see how we’ve helped other clients with their challenges.


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