Business Details
Act! CRM Software Solutions in Ipswich
Act! Software Consultants is a dedicated provider of CRM solutions and consultancy services, specialising in Act! Premium CRM and Marketing Automation. With extensive experience in database design and software integration, we offer tailored services including consultancy, installation, training, and support for businesses across the UK. Our team of certified consultants works closely with clients to customise Act! databases, ensuring seamless alignment with business processes and compliance with regulations like GDPR.We pride ourselves on delivering expert guidance, from initial setup to advanced automation campaigns, while maintaining a client-centric approach that prioritises efficiency and data integrity. Our proven track record includes successful implementations for charities, construction firms, and financial services, supported by a commitment to ongoing support and remote working solutions.
Services
CRM Consultancy
Software Installation
Database Customisation
Training Services
Technical Support
Highlights and features
- We offer certified Act! consultancy and training tailored to business needs.
- Our team provides remote working solutions and GDPR-compliant database design.
- We deliver bespoke CRM integrations with Sage, Outlook, and Power BI.
- Our support includes data migration, cleansing, and marketing automation expertise.
- We serve clients nationwide with on-site or remote implementation options.
Associations and certifications
- Act! Premier Training Partner
What people say
Extensive technical ability
Effective project planning
Prompt amendments
User-friendly database design
Second to none support
Services
CRM Consultancy
Our CRM consultancy services focus on customising Act! databases to align with your business processes. We analyse workflows, add/remove fields, and design user-friendly layouts to enhance efficiency. With expertise in GDPR compliance and integration with tools like Sage and Power BI, we ensure your CRM system supports long-term growth and operational clarity.
Software Installation
We handle Act! Premium CRM installations across client-server, remote synchronisation, and cloud-hosted environments. Our team configures SSL certificates, ensures compatibility with Microsoft Office, and integrates add-ons like Handheld Contact. We prioritise minimal downtime and provide post-installation training to ensure smooth adoption.
Training Services
As Act! Premier Trainers, we deliver tailored training on database management, marketing automation, and advanced features. Courses include standard user sessions, administrator training, and multi-step campaign design. Training is conducted on your live database to ensure contextual relevance and practical application.
Technical Support
Our technical support covers troubleshooting, data cleansing, and migration for Act! users. We offer free post-installation support for one month and custom support packages for ongoing needs. Services include resolving integration issues and optimising database performance across remote and hosted environments.
Marketing Automation
We configure Act! Marketing Automation (AMA) for email campaigns, landing pages, and customer journey mapping. Our consultants design automated workflows, from basic email sequences to complex multi-step campaigns, ensuring effective lead nurturing and engagement tracking.
People
Adrian Day
Act! Certified Consultant
Adrian Day brings decades of experience in CRM implementation, specialising in Act! database customisation and integration. He focuses on aligning software solutions with client workflows to maximise efficiency.
Jenny Upson
Act! Certified Consultant
Jenny Upson excels in Act! training and database redesign, helping businesses transition from legacy systems. Her client-focused approach ensures seamless adoption and compliance with industry standards.
Questions
What CRM software do you specialise in?
We specialise in Act! Premium CRM and Marketing Automation, offering consultancy, installation, and training services.
Can you help with GDPR compliance for Act! databases?
Yes, we provide GDPR-compliant database design and have certified resources to ensure regulatory alignment.
Do you offer remote working solutions?
Yes, we implement remote desktop configurations, hosted desktops, and cloud-based Act! deployments.
What training options are available?
We offer bespoke Act! training courses for standard users, administrators, and marketing automation campaigns.
How do you support data migration?
We migrate data from systems like Goldmine, SugarCRM, and bespoke databases to Act! with minimal downtime.
