Act! Version 21

What’s new in Act! Version 21 ?

Dynamic sales pipeline management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often.

CRM Sales Pipeline Management

Key features

  • Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define.
  • Attract and nurture prospects with effective lead capture forms and surveys that feed contacts and responses into Act! automatically for timely sales follow-up.
  • Use real-time response metrics and actionable customer insights to improve your marketing strategy over time and engage with prospects and customers when they’re most interested and likely to buy.
  • Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

Powerful new Marketing Automation

Optimize all the ways you communicate with prospects and customers with the new Act! Marketing Automation1 to maximize engagement and drive business growth.

Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalised path.

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

Available exclusively to active Act! Premium members with an additional subscription!

CRM Marketing Automation

Key features

  • Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define.
  • Attract and nurture prospects with effective lead capture forms and surveys that feed contacts and responses into Act! automatically for timely sales follow-up.
  • Use real-time response metrics and actionable customer insights to improve your marketing strategy over time and engage with prospects and customers when they’re most interested and likely to buy.
  • Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

Subscriber-exclusive product enhancements

Benefit from dozens of valuable subscriber-exclusive product enhancements, including improvements to Act! Insight, Custom Tables, the Welcome page, and so much more!

Customer Relationship Management Marketing Automation

Key features

  • Enjoy convenient access to helpful resources in the redesigned Welcome page.
  • Create new Act! Insight dashboards using the unique business or industry data you manage in Custom Tables.
  • Experience improvements to Custom Tables that allow you to:
    • Quickly associate table entries to contacts, groups, companies, and opportunities.
    • Expand records in list views, making it easy to see any linked child table.
    • Perform advanced queries and mail merges, manage cascading dropdowns, and specify default columns in the web client.
  • Attach inbound Outlook® emails to Act! history automatically.
  • Get new web client features, including intelligent update notifications for offline clients and the option to manage activity types.
  • Comply with strict privacy and security mandates, because Act! is SOC 2 compliant and provides helpful resources that enable GDPR compliance.
  • Receive numerous quality and usability updates that make Act! even easier to use!
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