Act account management software

Account management software can help you keep track of your clients, projects and contracts. My favorite tool is Act, because it’s flexible and customizable. I’ve used other tools that I really like but I realized that they are not suitable for wide scale business use.

Act is one of the oldest and most well established customer relationship management software applications. This guide will teach you every thing you need to know about using this popular business management solution.

Act account management software is a tool for managing the accounts of individuals and businesses. Act can help you keep track of your clients’ information, manage their payments, and keep them informed about the work being done on their behalf.

Act account management software allows you to manage all of your customer accounts in one place. It’s a simple system that makes it easy to track and manage your customers and clients, while also keeping them up-to-date on their orders. With act account management software, you can set up automated reminders that keep your clients informed about the status of their orders. You can also use the software to send out alerts when orders are placed, or when you need to contact a client regarding an order issue or payment issue.

Act account management software

What are the Benefits of Act! Contact Management Software?


Act! contact management software is one of the most popular contact manager programs in the market place that enables users to easily store contact and customer information into a contact-centric database. Act! provides a centralised repository of contact information so that information such as contact names, company names, addresses and telephone numbers are stored in a shared database.

Act! CRM

With over 4 million users worldwide Act! enables users to track key activities such as phone calls, follow-ups, meeting notes, documents and the scheduling of appointments and meetings against each contact. The system also integrates tightly with Outlook so emails can be tracked against each customer or prospect.

Act was formally known as Sage Act but is now known as Act by Swiftpage.

The Top Benefits of Act! Contact Management Software

Develop Better, Longer Lasting Contact Relationships

One of the core aspects of contact management software is that it helps you to store extensive amounts of contact data such as name, age, address, industry type and gender etc. With all this data you can maintain a better picture of how each contact has interacted with your business in the past.

Act CRM

Improved data management

When you have a shared central contact management database in place all members of your team have a clear view of all interactions with each contact including all sales, marketing and customer data.

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Increase in Customer Satisfaction

When you have a centralised contact database everyone in your company can see a full history of all interactions for each contact and each user is able to cater more easily to each contact’s needs. This helps the customer feel more valued which in turn helps to increase customer satisfaction.

Increased Productivity

A great benefit of having a contact management system is that it can automate many manual processes. Processes such as data entry forms and automated appointment scheduling can dramatically increase productivity.

Act CRM for Sales

Better collaboration across teams

When you use a contact management system such as Act! CRM everyone in the company has a 360-degree view of every contact and customer. This allows various departments such as sales, marketing and customer service to work better together.

Act CRM contact management software

Cost savings

There are many cost savings when you use a contact manager such as Act! CRM, many processes are automated which is more efficient and having a central database of all contacts also saves time when members of staff are searching for customer or contact information.

Act CRM Marketing Automation

Reduced Client Attrition

Using a contact manager such as Act! significantly reduces the client attrition rate. When a contact is engaged with only one member of a company, the risk of attrition is around 30% – 40%. Whereas when four or more people are involved in a client relationship, the risk of attrition falls to less than 5%.

Increased Revenue and Profitability

Once everyone uses Act! CRM, productivity increases and sales cycles decrease, this has a massive impact on your company revenue and profitability.

What are the Alternatives to Act! Contact Management Software?

The original developers of Act! CRM also offered a more flexible and comprehensive CRM solution which was called SalesLogix which is now branded as Infor CRM.

Act! CRM was initially designed as a contact management system and then into an entry level customer relationship management solution focusing on automating sales and marketing. Infor CRM was developed as an enterprise wide alternative that offered more flexibility that also supported customer service and support departments.

Act Contact management

The main benefits of Infor CRM include:

  • Development platform
  • Advanced Reporting with Crystal Reports Included
  • Customer Service Features
  • Marketing Campaigns
  • Better Integration with Outlook and Office 365
  • The ability to manage Assets
  • Support Tickets
  • Manage Contracts
  • Returns and Defects for Products

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