| Typical number of licenses |
1-100 users |
5-5000+ users |
Managing Contacts |
| Manage contacts & companies |
 |
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| Track all contact communications |
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| Manage contacts in groups & lists |
|
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| Customize fields & database layout |
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| Attach documents |
|
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| Microsoft Word integration |
|
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| Integrates with Microsoft Outlook |
|
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| Mobile device access |
Basic |
|
| Includes web access |
ACT! Premium only |
|
| Multi-lingual support |
|
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| Track non contact / company entities |
|
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| Fully access CRM in Microsoft Outlook |
|
|
Improving Productivity |
| Calendar management |
|
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| Manage tasks and activities |
|
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| Inbuilt knowledgebase |
|
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| Apply workflow rules |
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| Automate workflow processes |
|
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| Resource and service management |
|
|
Customer Service & Support |
| Schedule follow-up activities |
|
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| Case support case management |
|
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| Service Level Agreement escalation |
|
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| Web self-service customer portals |
|
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| Enables customer case queuing |
|
|
Marketing Automation |
| Send email broadcasts |
|
|
| Run telemarketing campaigns |
Basic |
|
| Marketing campaign management |
|
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| Marketing campaign ROI analysis |
|
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| Automated lead routing to sales |
|
|
Managing Sales |
| Track sales opportunities |
|
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| Sales pipeline management |
|
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| Sales dashboards |
|
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| Quote generator and product catalogue |
Basic |
|
| Multi-currency support |
|
|
| Enables opportunity queuing |
|
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| Predictive analysis for up/cross-selling |
|
|
Reporting & Analysis |
| Inbuilt reports |
|
|
| Performance dashboards |
|
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| Includes Crystal Reports |
|
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| Works with Microsoft SQL Reporting |
|
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| Share CRM data via MS SharePoint |
|
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| Online analytical processing |
|
|
Customization & Integration |
| Customize fields and database layout |
|
|
| Import data from Excel / CSV |
|
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| Sage accounting software integration |
|
Can be configured |
| Advanced programming options |
Limited |
|
| Read data from back-office systems |
Limited |
|
Database Administration |
| Automated database maintenance |
|
|
| Advanced user access controls |
ACT! Premium only |
|
| Hosted option available |
ACT! Premium only |
|