Marketing Automation

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Maximize engagement and drive business growth by optimizing the way you communicate with prospects and customers. Act! Marketing Automation facilitates engaging prospects and customers with response-driven nurture marketing campaigns, all sent automatically to targeted lists in Act! using criteria and triggers you define.


​Act! Marketing Automation turns real-time response metrics into sales actions by alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

Business Insights


The interactive and graphic Act! Insight dashboards allow you to see dynamic, visual snapshots of real-time metrics for individual, team, and business performance. Use the information you gain monitoring sales, marketing, and business health KPIs for smarter decision-making.


Use one of Act!'s 50+ preconfigured reports, or create custom reports with the report designer. Then, export reports to Microsoft ® Excel, PDF, and email for further analysis or sharing with your team.

While we focus our training programs on ACT! and Zoho, we are in no way affiliated with them. Please purchase your software prior to training.

Customer Management


The Act! contact record allows you to store customer details, emails, documents, notes, history, activities, and more in one easy to find place. All of this information can be transferred seamlessly from your current CRM solution.


With Act! Custom Tables, you can make your contact record as unique as your business in order to manage detailed, industry-specific information.

Apps and Integrations

Stay connected to key Act! details from wherever you are with the Act! Companion, a mobile CRM app designed for iPhone®, iPad®, and Android™.

Sales Pipeline Information​


Manage opportunities using a simple, out-of-the-box sales process or one you configure to fit your business. Track products or services, status, days open, probability of close, documents, and more with every sales opportunity.


Act! Sales Pipeline information allows you to see a complete, visual representation of your sales pipeline to project revenue, adjust your strategy, and quickly focus your efforts. In-context KPIs help you understand the health of your sales pipeline at-a-glance.