| Price | Starting at $30/user/month. |
|---|---|
| Rating | 3.9/5 based on 466 reviews on G2. |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks(Pro, Premier, Enterprise), Freshbooks, Xero, Shopify & BigCommerce. |
| Developer | Act! LLC. |
Act! CRM is a versatile Customer Relationship Management (CRM) desktop software designed to help businesses manage contacts, automate marketing, and streamline sales processes. It provides an all-in-one solution for small to mid-sized businesses looking to improve customer interactions, track leads, and drive revenue growth.
Act! CRM integrates contact management, sales automation, and marketing automation into one platform. The software allows businesses to store customer data, track interactions, schedule appointments, and generate reports to enhance sales and customer engagement.
Act! CRM also offers seamless integration with QuickBooks Desktop, allowing businesses to sync financial data, invoices, and customer records between the CRM and the accounting solution. This integration reduces manual data entry, improves accuracy, and ensures a smoother sales-to-invoicing process.
Act! Premium Cloud Mobile application empowers you to carry out the sales process from anywhere. Manage contacts, leads, meetings, and tasks at your fingertips.
Unlock the full potential of Act! with Custom Tables. Create tables with custom fields to meet your requirements and targeted sales campaigns to meet goals.
Act! helps you achieve sales goals with an organized opportunity tracking system. Get a pipeline report filtering leads at various stages of the sales funnel.
Act! CRM enables you to keep track of customers and prospects on your mobile phones. Sync all appointments and messages, and search customer information easily.
Act! CRM offers features like writing AI, personalized campaigns, and automated workflows to attract new leads. Create professional landing pages and emails.
Act! CRM has 80+ pre-defined reports and interactive dashboards, offering actionable insights. Prioritize follow-ups and task lists with real-time metrics.
Act! CRM integrates with QuickBooks Desktop to automate your sales and marketing process. Host both Act! with QuickBooks Desktop on Ace Cloud Hosting’s cloud platform to get additional capabilities like –
Ace Cloud Hosting offers 24x7 customer support to all customers. Our support team is available via phone, chat, or email for a swift response and resolution to all your issues related to hosting.
With a multi-level security architecture, Ace Cloud Hosting ensures complete data protection against internal and external threats. We ensure complete security at physical, network, admin, and endpoint levels.
Our cloud infrastructure is built on redundant high-performance computing servers, which ensures a lag-free sales operation, even when multiple users work on personal devices from remote locations.
Hosting Act! and QuickBooks on Ace Cloud Hosting’s platform helps you eliminate the in-house IT capital expenditure. Choose from our flexible pricing plans to pay only for the resources you use.
Ace Cloud Hosting hosts your data and apps in multiple Tier-4 and Tier-5 data centers with advanced physical security and redundant servers. This ensures the all-time availability of your business process.
Ace Cloud Hosting is an Intuit-authorized commercial host that enables us to offer best-in-class hosting services and customer support. You can also purchase genuine QuickBooks licenses at discounted prices.
Act! CRM integrates with QuickBooks Desktop through a third-party solution – Qsales. You can either download the Qsales app or configure the Qsales API to connect Act! and QB Desktop. Here are the steps to connect QuickBooks with Act! CRM.
Install the Qsales for ACT plugin on the same system as QuickBooks Desktop and ACT!
Open Act! And login as an admin. Enter the QSales API URL and password you set up while installing the QSales API.
Open QuickBooks Desktop and authorize the application.
In the Qsales toolbar, select QB Create/Link Customer/ Job to link the Customer info to ACT!
